RAG for Content Marketing Platform (CMP)

Retrieval-augmented generation (RAG) lets Optimizely Opal access, understand, and query knowledge sources. See Retrieval-Augmented Generation (RAG) overview for information

How RAG helps marketing teams

• Create personalized content – Tailored messaging by customer segments.
• Maintain brand voice – AI-generated outputs stay on-message.
• Scale content creation – Automated blogs, emails, ads, social content.
• Use approved messaging – Ensures compliance with brand and legal rules.

Example

 A clothing retailer using RAG can complete the following:

• Retrieve customer purchase history and approved product data.
• Generate personalized recommendations.
• Write a branded campaign email with new arrivals.

Results in higher engagement, conversions, and loyalty.

Supported data

The following are details on what fields are currently supported and synced to Optimizely Graph directly from CMP:

Assets

From the CMP Digital Asset Management (DAM) Platform (and related Field data).

• Core fields
  • id, object_type (asset by default)
  • asset_type
  • url, gcs_file_path, converted_pdf_path
  • mime_type
  • metadata (JSON, flexible custom data)
  • fields (JSON, user-defined fields from the fields table)
  • owner_id
  • title, title_tokens_substr (for search)
  • created_at, last_modified
• Embeddings (asset_embeddings)
  • title, description, chunk_text
  • file_path, mime_type, duration, start_offset_sec, end_offset_sec, page
  • text_embedding, multimodal_embedding
  • text_embedding_model
• Versioning and renditions
  • asset_version (with metadata, asset_type, created_at)
  • rendition (name, url, mime_type, status, size, metadata, and so on)
• Labels (label_asset)
  • You can link multiple labels to an asset.

Campaigns

From the campaign table (and related tables).

• Core fields
  • campaign_id, object_type (campaign by default)
  • title, title_tokens_substr (searchable)
  • parent_campaign
  • metadata (JSON)
  • field (JSON, user-defined)
  • creator_user_id, owner_id
  • created_at, last_modified
  • start_date, end_date
  • health_status
  • brief_converted_pdf_path
  • reference_id
• Embeddings (campaign_embeddings)
  • title, description, chunk_text
  • file_path, mime_type, page
  • text_embedding, multimodal_embedding
  • text_embedding_model
• Labels (label_campaign)
  • Campaigns can have multiple labels.

Tasks

From the task table (and related tables).

• Core fields
  • task_id, object_type (task by default)
  • campaign_id (tasks belong to campaigns)
  • owner_id, creator_user_id, workflow_id, workflow_title
  • name, name_tokens_substr (for search)
  • metadata (JSON)
  • fields (JSON, user-defined)
  • steps (JSON)
  • current_assignee_ids (array of user IDs)
  • created_at, last_modified
  • start_date, due_date, completed_date
  • status
  • brief_converted_pdf_path
  • reference_id
• Embeddings (task_embeddings)
  • title, description, chunk_text
  • file_path, mime_type, page
  • text_embedding, multimodal_embedding
  • text_embedding_model
  • current_assignee_ids
• Labels (label_task)
  • Tasks can be tagged with labels.

Enable RAG

Optimizely RAG is a managed solution with data sync managed internally and optimized for usage within Opal. You do not have to manage RAG Sync within your instance. To enable the RAG Sync and availability within your CMP Instance, contact your Customer Success Manager or Optimizely Support.

Use RAG

You can use RAG throughout the Opal interface.

• In Opal Chat – Ask questions about your CMP data. Opal automatically retrieves the relevant information from your campaigns, tasks, assets, and briefs to answer your questions. See Optimizely Opal Chat in CMP.
• In a specialized agent – Use the {retrieval:} and {retrieval+:} directives to your prompt template. See step 4 in the Additional prompt template configuration section in the Create a specialized agent documentation and the RAG section in the Prompt template examples documentation.