Add an Individual Retriever to a Prompt Template

Use individual retrievers in prompt templates to ground your LLM prompts with relevant knowledge. Individual retrievers include retrievers created in AI Models (formerly Einstein Studio) and legacy default retrievers created previously in Data 360.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations

User Permissions Needed
To create and manage prompt templates in Prompt Builder:	Prompt Template Manager permission set Manage Prompt Templates Execute Prompt Templates OR Customize Application permission set
To create and manage retrievers:	Data Cloud permission set
To run prompts with Einstein Search:	Data Cloud User permission set

Note These instructions assume that the individual retriever has been created and configured in AI Models. To learn more, see Create an Individual Retriever.

1. In Prompt Builder, create or edit a prompt template.
2. In the Prompt Template Workspace, click where you want to insert the individual retriever.
3. Type @ or click Insert Resource, click Retrievers, and click Configure Retrievers +.
4. Select the individual retriever you want to add to the prompt template.
5. Optionally, change retriever settings in the Template Settings side panel.
   1. Descriptors: Change the Label and Description for this retriever in your prompt template.
   2. Search Text: Focus your search by specifying additional criteria. Select a resource or specify search text.
   3. Output Fields: If available for the selected retriever, select one or more returned fields of data to ground your prompt.
   4. Number of Results: If available for the selected retriever, specify the maximum number of retrieved results.
6. Click Apply and Insert.
7. Save your work.
8. Test your changes. Preview the prompt template and review the LLM-generated response.