Exercise 2: Ground a Prompt with Einstein Search

In this exercise, you'll create a Flex template to enable users to ask questions about Coral Cloud Resorts' policies. You'll use Einstein Search to ground the prompt with unstructured data using retrieval augmented generation (RAG).

Step 1: Create the Flex template

1. In Setup, search for Prompt Builder, and select Prompt Builder.

2. Click the New Prompt Template button.

3. Configure the template as follows:

   Parameter	Value
   Prompt Template Type	Flex
   Prompt Template Name	Policy Questions
   API Name	Keep default
   Template Description	Answer customer questions about Coral Cloud Resorts' policies.
   Resource Name	Question
   API Name	myQuestiion
   Object	Free Text

   Use the screenshot below to make sure that you entered the values correctly.

   

4. Click Next.

5. Paste the following text in the Prompt Template Workspace:

   Your task is to provide clear and helpful answers to customer inquiries about Coral Cloud Resorts' policies.
   
   Here's the customer's question:
   QUESTION_QUERY
   
   Please use the following information to help you answer the question:
   SEARCH_RESULTS
   
   Remember to tailor your response to the specific question, focusing on the relevant details.
   
   Your tone should be friendly and informative, as if you were speaking directly to the customer.

6. Replace the placeholders with the corresponding merge fields (click the Resource search box to access merge fields):

   Placeholder	Merge field
   QUESTION_QUERY	Free Text > Question
   SEARCH_RESULTS	Einstein Search > Resort Information > Default Resort Information Retriever

7. In the Configuration sidebar, configure the Default Resort Information Retriever as follows:

   Field	Value
   Search Text	Free Text > Question
   Output Fields	Chunk
   Number of Results	6

   Use the screenshot below to make sure that you entered the values correctly.

   

Step 2: Try it out

1. In the Preview panel, click Test Inputs.

2. Enter the following text into the Question field:

   What is the resort's cancellation policy?

3. Click Preview.

   

   • In the Resolution panel, examine the prompt that was generated. The JSON structure represents the weighted responses from Einstein Search.
   • In the Response panel, examine the response the LLM generated.

4. Enter another prompt in the Input field:

   What wedding venue options are available at Coral Cloud Resorts?

5. Click Preview.

6. Click Activate.

This prompt template can now be used from Apex, Flow, or within an agent.