How do I edit a RAG Model in Generative Designer?

You can edit a RAG model to update its configuration, such as the selected fields, conditions, or other settings used for retrieving data.
Note: The Module and Embedding Model fields cannot be edited after the RAG model is created.
Follow these steps to edit a RAG model.

1. Log in to the CRM.
2. Click main Menu.
3. Go to Platform.
4. Select Generative AI Designer. The Generative AI Designer page opens. 
5. Click on the GenAI Setup tab. The GenAI 
6. Select RAG Models from the left panel.
7. Open a RAG Model. 
8. Click Edit. The Editing RAG Model page opens. 
9. Enter or select the following information:
   1. Model Name – Enter a name for the RAG model.
   2. Embedding Model – View the embedding model used to convert module data into embeddings for retrieval.
   3. Is Customer Facing Agent – Enable this option if the model will be used in customer-facing agents or chatbots.
   4. Module – View the CRM module from which information should be retrieved.
   5. Fields – Select the fields of the module whose data should be used for generating responses.
   6. Conditions – Define conditions to filter the records that should be included in the model.
      1. All – Retrieves records that match all the specified conditions.
      2. Any – Retrieves records that match any of the specified conditions.
   7. Click Save.

The RAG model will be updated and displayed in the RAG Models list.