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Configure RAG for CMP

⏱ 10 minutes intermediate
📜CoreOpal

Why connect RAG to CMP

Section titled “Why connect RAG to CMP”

Your Content Marketing Platform holds your campaigns, tasks, assets, and approved messaging. Without RAG, Opal cannot reference this data when generating responses. With RAG enabled, Opal draws on your actual content — your brand guidelines live in practice, not just in theory.

RAG for CMP enables scenarios like:

  • Querying assets by tags across live campaigns
  • Tracking pending tasks and approvals through natural language
  • Generating personalized content grounded in your product data and customer segments
  • Scaling content creation using approved messaging and brand-compliant language

Supported data types

Section titled “Supported data types”

RAG for CMP indexes three categories of data from your CMP instance:

Assets

Section titled “Assets”

Sourced from the CMP Digital Asset Management (DAM) platform:

  • Core fields — Asset ID, asset type, URL, metadata
  • Embeddings — Title and description embeddings for semantic search, text embedding for content search
  • Versioning — Rendition history and version tracking
  • Labels — Tags and classification metadata

Campaigns

Section titled “Campaigns”

Sourced from your campaign data:

  • Core fields — Campaign ID, title, metadata
  • Embeddings — Semantic representations for intelligent matching
  • Labels — Campaign categorization and organization tags

Tasks

Section titled “Tasks”

Sourced from your task management data:

  • Core fields — Task ID, associated campaign ID, status
  • Embeddings — Task description embeddings for search
  • Labels — Task categorization and tracking metadata

Enable RAG

Section titled “Enable RAG”

RAG is a managed solution. Data synchronization is handled internally by Optimizely’s infrastructure — you do not need to configure sync schedules or manage data pipelines.

To enable RAG for your CMP instance:

  1. Contact your Customer Success Manager or Optimizely Support
  2. Request RAG enablement for your specific CMP instance
  3. Optimizely configures the data sync on their end
  4. Once active, RAG capabilities are available in Opal Chat and in specialized agents

Use RAG

Section titled “Use RAG”

Once enabled, RAG works through two methods:

In Opal Chat

Section titled “In Opal Chat”

Ask questions about your CMP data using natural language:

  • “What assets are tagged for the spring campaign?”
  • “Show me pending tasks for the Q4 product launch”
  • “Which campaigns have approved messaging I can reference?”

Opal searches your content graph and returns contextually relevant results.

In specialized agents

Section titled “In specialized agents”

Use RAG directives in agent prompt templates to pull CMP data into agent workflows:

  • {retrieval:} — Standard retrieval query
  • {retrieval+:} — Enhanced retrieval with expanded context

These directives let agents access your CMP data as part of their execution, enabling automated workflows that reference your campaigns, tasks, and assets.

Verify RAG is working

Section titled “Verify RAG is working”

After enablement, test with a simple query:

  1. Open Opal Chat
  2. Select your CMP product instance
  3. Ask a question about known data: “List the campaigns created this month”
  4. Verify the response includes actual campaign data from your CMP instance
  5. If results are missing or unexpected, contact Optimizely Support to verify the sync status