---
title: Setup Guide
slug: setup-guide
docTags: 
createdAt: 2026-03-23T19:26:42.276Z
---

Follow the steps below to configure and index a **Custom Script** for RAG search in the Generative AI Documents section.

### Step 1 — Navigate to Generative AI Documents

Go to the **Train → Generative AI → Documents** section.

Click **Upload Document** to add a new knowledge source for indexing.



![](https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/Uk4h1wxZrPu0uH4XtGW_R_image.png)

### Step 2 — Select Custom as Content Source

In the **Configure Documents to your Knowledge Base** screen, choose **Custom** as the content source.

This option allows you to **upload a Python script that fetches external data and converts it into structured JSON for indexing**.

Provide the required information for the script configuration.

**Script Title: **Enter a descriptive name for the custom script. (E.g..Doctor Details)

**Category:** Select a category to organize the indexed document.

**Language:** Choose the language used in the indexed content.

![](https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/APF_Lv9Qecg-ZlFZ81yDg_image.png)

### Step 3 — Add the Custom Script

In the **Custom Indexing** section, paste the Python script that retrieves and formats the external data.

The script should:

- Fetch data from the external source (API, Google Sheets, Sitemap, etc.)

• Convert the data into structured JSON

• Return the JSON output using sys.stdout.write

This JSON output will be used by the platform to **index the content for RAG retrieval**.



![](https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/QsAfqOnygvuqRjn0_cuDH_image.png)

### Step 4 — Configure Auto Refresh (Optional)

You can enable **AutoRefresh** to automatically update the indexed data.

Enable the **AutoRefresh toggle** and set the **Refresh Interval (in days)**.

Example: Refresh Interval: **7 days**

This ensures the script runs periodically and updates the knowledge base with the latest data.

After entering the details, click **Continue**.

### Step 6 — Review and Confirm Setup

Review the configuration before starting the indexing process.

Verify the following:

• Script Title • Category • Language • Content Source • Indexing Configuration • AutoRefresh settings

Once confirmed, click **Save & Start Indexing**.



![](https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/91aTj7mSOvh-ku5faOUpL_image.png)

### Step 7 — Verify Document Status

After indexing completes, the document will appear in the **Generative AI Documents list**.

The status will show:

**Ready to Search**

This indicates that the custom script data has been successfully indexed and is now available for RAG-based retrieval.

![](https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/ijcteuQsUtfQBmlf7gdbm_image.png)

## 📚 Next Step

Once the document status shows <font color="#B91C1C">**Ready to Search**</font>, configure the  [RAG Path Setup](docId\:M0f5aGwvekRbuek6Jq_C4) so the AI agent can retrieve indexed data during conversations.

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