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          Set Up Prompt Template to Use Hybrid Search Retriever

          Set Up Prompt Template to Use Hybrid Search Retriever

          Set up the Generate Search Response prompt template that gets data-driven and consistent output from the hybrid search retrievers that you created.

          Required Editions

          User Permissions Needed
          To manage prompt templates: Prompt Template Manager permission set
          1. From Setup, in the Quick Find box, find and select Prompt Builder.
          2. Find and select Generate Search Response.
          3. Click Save As, and select Save as a New Version.
          4. Select and delete the text REPLACE_RETRIEVER_HERE.
          5. Click Insert Resource.
          6. Select Search > Configure Search.
          7. Select the retriever you created for the Searchable Reference Document object.
          8. In Template Settings, configure the search parameters for the retriever.
            1. In Search Text, select Resources > Free Text > Search Query.
            2. In Output Fields, select both Chunk and Source Record Id.
            3. Enter the number of results you want the retriever to return.
          9. Click Apply and Insert.
          10. Save and activate the prompt template.
          11. Similarly, to fetch records from Document Clause, set up the prompt template to use the retriever for the Document Clause object.
           
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