Add a search retrieval to an AI agent

Add a search retrieval to an AI agent in AI Agent Studio. Leveraging the Retrieval-Augmented Generation (RAG) enables an AI agent to retrieve and incorporate relevant information from an external source.

Avant de commencer

Role required: sn_aia.admin

Procédure

1. Navigate to All > AI Agent Studio > Create and manage > AI agents.
2. Open the AI agent that you want to add a search retrieval to and navigate to the Add tools and information section.
3. In the Add tool drop-down list, select Search retrieval.
4. On the form, fill in the fields.

   Tableau 1. Add search retrieval form

   Fields	Description
   Select a type of record operation to add	If you select An existing one, you can select a record operation tool used by the current AI agent or any other AI agent. You can make changes to the settings of that tool to fit the needs of your specific AI agent.
   Name	Name that you want to specify for your search retrieval tool.
   Description	Description of the search retrieval tool and what it's going to do to assist your AI agent. Remarque : This description is sent to the large language model (LLM).
   Search profile	Name of the search profile that you want to add to your RAG-based tool from the list. To learn more about a search profile, see Search profiles in AI Search.
   Search sources	One or multiple sources that you want to add to your search profile. To learn more about the search sources, see Search profiles in AI Search.
   Fields returned	One or multiple fields that you want your search profile to return from the search sources.
   Results limit	Number of records to be retrieved from the defined search source. The default value is 10.
   Search criteria	Type of search that needs to be used: Semantic: This search is carried out with the logical meaning of the search query. Keyword: This search is carried out with the defined keywords. Hybrid: This search is a combination of both keyword and semantic searches.
   Semantic indexes	Fields on the source table that are indexed for a semantic search. Remarque : Semantic indexed fields are required if the search criteria are semantic or hybrid.
   Document matching threshold	Cosine similarity score between 0 and 1 (exclusive). Default value is 0. The higher the number, the more variation in search results.
   Execution mode	Mode of execution for your search retrieval tool: Supervised: Inputs from your human agent are required during the execution of this tool while the AI agent runs. Autonomous: Doesn't require any input from your live agent during the execution of this tool while the AI agent runs.
   Display output	Permission to display the output of the tool execution in the Now Assist panel or in Virtual Agent: Yes No
   Processing message	Message to display to users when the tool is running.
   Output transformation strategy	Style for the LLM to present the results as it passes information between tools and to other agents. None Concise Paragraph Verbose Custom Summary for search results

5. Select Add.
   A search retrieval tool is added in the Search retrievals section on the Add tools and information page.