To configure this feature:

1. Ensure Configuring Vault AI in CRM is complete.
2. Ensure Advanced Text Search is configured.

   Admins must run a full refresh for CLM content in the CLM Administration Console after enabling Advanced Text Search for the first time. See Syncing Content from PromoMats/MedComms for more information.

3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Select the Objects tab.
6. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   ai_settings__v	RE	None	application_profile__v clm_product_vector_scope__v clm_vector_scope__v vector_sync_scope__v	Edit

7. Navigate to Admin > Operations.
8. Activate the Custom Presentation Vector Db Sync (custom_presentation_vector_db_sync_job__v) scheduled job.
9. Navigate to Business Admin > Objects > AI Settings.
10. Select the Global AI Settings record.
11. Populate the Vector Sync Scope (vector_sync_scope__v) setting with the value clm_presentations__v.
12. Select the appropriate value for the CLM Vector Scope (clm_vector_scope__v) setting:
    • All – Include all approved CLM presentations during full and incremental refreshes
    • Product – Only include approved CLM presentations for specific products during full and incremental refreshes
    • Populate the clm_product_vector_scope__v field with the appropriate products
    • Include the value Unbranded Content to include CLM presentations without a defined product
    • No value selected – Do not include CLM presentations during full or incremental refreshes

    To manage costs, admins can choose to only vectorize content for the specific products used by Media Agent end users. This prevents the organization from spending tokens on vectorizing the entire library at once, especially for large media libraries.

The CLM Integration User, defined in the CLM Administration Console, checks for new or updated CLM content requiring vectorization.

To configure this feature:

1. Ensure Advanced Text Search is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Application tab.
5. Grant Download Document access in the Vault Actions section.
6. Select the Objects tab.
7. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   ai_settings__v	R	None	application_profile__v clm_product_vector_scope__v clm_vector_scope__v vector_sync_scope__v	Read

To configure the Media Agent:

1. Ensure Configuring Vault AI in CRM is complete.
2. Ensure Advanced Text Search is configured.
3. Navigate to Admin > Configuration > Vault AI Setup > Agents.
4. Select the Media Agent.
5. Select Edit.
6. Select Active in the Status picklist.
7. Select Save.
8. Expand the Actions section.
9. Verify the appropriate agent actions are Active for the agent.
   • Answers CLM Questions (Media Agent) - Answers questions and provides citations when using the chat to talk about CLM
   • Summarize CLM Visuals (Media Agent) - Summarizes visualizations included in CLM and stores them in a vector database

Initialize the vector database by running one full refresh after completing the configuration above and activating the agent.

To initialize the database:

1. Ensure configuration is complete and the Media Agent is active.
2. Navigate to Admin > Configuration > CRM AI Management > AI Configurations. The AI Configurations page displays the Vector Database Sync section, which contains a table of refresh jobs from the last ten days.
3. Select Full Refresh.
4. Select CLM Presentations.
5. Select Continue.
6. Select Continue in the confirmation pop-up to start the refresh process.

During the refresh, vectors are created for approved CLM content. When the refresh completes, the status updates to Finished in the Vector Database Sync table and a message displays indicating the number of documents loaded.

After initialization, the Vector Database is automatically updated for CLM content changes when the PromoMats/MedComms sync runs. Avoid running additional full refreshes; this can result in extra token usage and avoidable Media Agent downtime. To reprocess failed content, use the Retry Failed option instead. For more information on managing the database on an ongoing basis, see Managing the Vector Database.

If CLM Vector Scope is set to Product in AI Settings, also run a full refresh after updating scoped products or after changing the CLM Vector Scope AI Setting to All.