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Generative AI Search

Every strategy starts with questions – Generative AI Search has answers

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a month ago

Generative AI Search is a real-time, interactive agent built with getting answers from your data in mind. It allows you to leverage generative AI to quickly and decisively summarize and surface critical insights and answer key questions on any deal, meeting, account, or any agent from your sales meetings and CRM data.

Rafiki Generative AI Search - your real time interactive agent

NOTE: Rafiki Generative AI Search is currently available through our limited private beta. If you have any questions or would like to inquire further, please reach to us via [email protected].


Accessing Generative AI Search

Wherever you might be in Rafiki, you can quickly jump directly into Generative AI Search and ask questions.

Ask Generative AI Search in real time with natural language in a conversational experience, and it will formulate an answer that utilizes all perspectives from your content library including all meetings, dialer calls, CRM data and more.

Simply navigate to the sparkle with search icon in the left-hand navigation bar. From here, you can begin to ask question on Generative AI Search and receive detailed responses.

Load your Chat History from Rafiki's Generative AI Search Agent

Leverage any of the example searches below the search bar for inspiration or guidance.


Accessing Chat History

Your previously asked are stored and you can access the chat history simply by clicking the Chat History icon.

Select any of the previously answered questions to load view responses and ask follow-up questions.

Load your Chat History from Rafiki's Generative AI Search Agent

Rafiki's Summary and Planning Agent

In order to provide complete and concise answers to very complex questions, Rafiki utilizes a "Planning/Summarizing Agent" to break down these complex queries into multiple questions. These multiple questions are then used to retrieve the correct information before Rafiki analyzes the information to create a single, concise response.

Generative AI Response Structure

Generative AI Search will structure its response to your question, providing an organized overview of the major takeaways.

Each summary will provide a direct citation to the source meeting it was summarized from. Simply select a summary and the Keyword Hits pane and document preview will open alongside a condensed Generative AI Search view. This allows you to conduct further exploratory research, while also retaining the ability to ask follow up questions to Generative AI Search.

Depending on the response, Generative AI Search may compile a Conclusion/Summary related to your question.


FAQ

How does Generative AI Search work?

Generative AI Search uses a number of natural-language process and machine learning techniques to interpret questions, retrieving all relevant information, and reason over the data to analyze/summarize findings.

How does Generative AI Search tackle complex questions?

With the Summary/Planning Agent, Generative AI Search can break down questions into multiple queries to retrieve the right information before then analyzing those queries to produce a single, concise answer.

Generative AI Search didn't produce an answer to my question - what does that mean?

Generative AI Search will tell you when it doesn't have an answer: Rather than hallucinate an answer, it will let you know when it cannot find any relevant content to generate an answer. If your question is not producing responses, you might try reformatting your question.

Is Generative AI Search available to Free users?

Generative AI Search is available only to Premium users with a valid paid license. Admins and managers who need access to these reports and search functionality need to upgrade.

Are there any limits to the number of questions that I can ask?

Currently there is a limit of 10 questions per user per day.

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