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RAG Tools: Introduction to RagBots (RAG Technology)

AI-powered chatbots that retrieve accurate answers from your organization's own documents

Available in: Enterprise

RAG (Retrieval-Augmented Generation) is a technology that enables chatbots to efficiently process large documents. It breaks documents into smaller chunks, searches for relevant information, and uses AI to generate accurate answers — making it easier to retrieve information from even the largest files without manual searching.

🛠️ Which RAG Tools Are Available for Your Organization?

There are three RAG tools available to Enterprise organizations:

  • Handbook Chatbot

  • Curriculum Chatbot

  • Custom Enterprise Chatbot

⚙️ How to Create a RagBot for Your Organization

Follow these steps to customize and deploy a RagBot:

  1. Click "My Organization" in the left-side panel.

  2. Select "Enterprise Tools".

  3. Scroll to the bottom of the page to find "Create a New Enterprise Tool".

    • The Create a New Enterprise Tool section appears at the bottom of the page, after your Enabled Tools and Disabled Tools sections.

  4. Choose the RAG tool you want to customize.

    • Select Handbook Chatbot, Curriculum Chatbot, or Custom Enterprise Chatbot.

  5. Upload your documents and customize the tool.

    • Add attachments and configure the tool to fit your organization's specific needs.

  6. Deploy or share the tool.

    • To deploy across your organization: click "Enabled" then "Done." The tool will be available to all users in your organization.

    • To share with select colleagues for testing: click "Disabled," then "Copy Test Link," then "Done." Share the link directly with specific colleagues.

    💡 Tip: Use the test link before enabling broadly. This lets you verify the chatbot's responses against your uploaded documents before deploying it to your full organization.

🎥 Video Walkthrough

Watch a walkthrough of RAG Tools

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