Published at: 2026-09-17
Semantic retrieval index user guide
This guide is for end users who use a Semantic Retrieval Index to recall data in AI features.
Use a Semantic Retrieval Index
Many ShareCRM AI features can use a built Semantic Retrieval Index to recall and generate from vector data.
Option 1: Prompt template variable
- In a prompt template, insert a variable of type Semantic Retrieval Index and select a specific index.
- Set the query content and the number of results to return.
- The variable returns segment content from the index, which the prompt uses to generate text.
Option 2: Agent RAG knowledge base operation
Add a RAG knowledge base operation in the Operation Library and link it to a Semantic Retrieval Index. In an Agent, this operation extracts the user query from the context, recalls segments from the index, and returns generated text to the user.
