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This guide covers intelligent query processing with Agentic RAG and customizing responses through Business Rules in Search AI. Navigation: Configuration menu in Search AI

Agentic RAG

Agentic RAG enhances retrieval accuracy through LLM-powered agents that process queries intelligently before retrieval.

What is Agentic RAG?

Agentic RAG extends traditional RAG by adding an intelligent, agent-driven control layer that can reason about tasks, determine required information, and actively shape the context used during generation. Instead of a static pipeline, Agentic RAG operates as a coordinated reasoning system that can plan, adapt, validate, and refine steps in real time.

RAG Agents

AgentPurposeExample
Query Type DetectionDetermines if user seeks a specific answer or search results listClassifies query intent with confidence level
Query TransformationIdentifies key terms, removes noise, prioritizes relevant documentsQuery: “What is the work-from-home policy for Kore.ai?” → Extracts: “work-from-home”, “policy”, “Kore.ai”
Metadata ExtractorExtracts sources and fields from query, maps to structured data, applies filtersQuery: “Find Jira tickets assigned to John with status ‘In Progress’” → Applies: assignee=John, status=In Progress

Supported Models

Currently, only OpenAI and Azure OpenAI 4.0 models are supported for Agentic RAG.

Enabling Agentic RAG

  1. Navigate to Configuration > Agentic RAG
  2. Enable Agentic RAG (enables all agents by default)
  3. All agents use the configured model

Customizing Agents

To change model/prompt settings or enable/disable specific agents:
  1. Go to Generative AI Tools > GenAI Features
  2. Configure individual agent settings

Considerations

FactorImpact
Response TimeMultiple LLM calls may increase overall response time
API UsageEnable agents only when utilizing search results via API
AccuracyImproves retrieval precision for complex queries

Business Rules

Business Rules customize and personalize answers based on organizational requirements and policies.

Purpose

Business rules define how results are promoted, positioned, or filtered. Use cases include:
  • Personalized recommendations
  • Promotional offers
  • Content filtering
  • Access control
  • Language-based prioritization

How Business Rules Work

  1. User query received
  2. Relevant chunks retrieved from Answer Index
  3. Business rules evaluate conditions
  4. Chunks filtered/modified based on rule outcomes
  5. Filtered chunks used for answer generation

Rule Types

Contextual Rules - Use context information (user profile, geography, search history) to specify conditions and actions.

Defining Business Rules

Each rule consists of:
ComponentDescription
NameUnique identifier for the rule
ConditionsCriteria that trigger the rule (based on context variables)
OutcomesActions performed when conditions are met

Condition Configuration

Select Context - Specify the context variable for the condition. Dynamic suggestions show available variables. Custom Data - Use customData field from Search APIs for business rules. Example: customData.userContext.location

Outcome Actions

ActionDescriptionFactor Range
BoostPrioritize chunks by boost factor1-5 (5 = maximum boost)
LowerDe-prioritize results by lower factor1-5
HideRemove from search results-
FilterFilter results as per response criteria-

Response Configuration

Define which chunks the action applies to using chunk fields and values. Example: To target chunks where title contains ‘Confidential’:
  • Field: chunkTitle
  • Operator: contains
  • Value: Confidential
Available chunk fields can be viewed in the Content Browser.

Example Business Rule

Scenario: Restrict confidential information to managers in a specific department.
ComponentConfiguration
ConditionuserContext.dept does not equal [target_dept]
ActionHide
ResponseChunks where chunkTitle contains Confidential

Important Notes

  • Multiple conditions use logical AND (all must be satisfied)
  • Multiple outcomes use logical AND (all are applied)
  • Values are case-sensitive and use entire word matching
  • Example: “Confidential” ≠ “confidential” ≠ “confidentially”

Managing Business Rules

ActionSteps
Add RuleClick +Contextual Rule button
Activate/DeactivateUse slider button in rules list
Edit RuleSelect rule from list, make changes, click Save
Delete RuleOpen rule details, click Delete button

Quick Reference

Agentic RAG Agents

AgentFunction
Query Type DetectionAnswer vs. Search Results classification
Query TransformationKey term extraction, noise removal
Metadata ExtractorFilter and boost application

Business Rule Actions

ActionEffect
Boost (1-5)Increase chunk priority
Lower (1-5)Decrease chunk priority
HideRemove from results
FilterApply field-based filtering