Dev-Jera/rag_zoho-sales-Iq-fork
Domain:
natural language processingRecord type:
software
Creator:
Dev
Host:
AI-powered customer engagement system enabling automated digital sales interactions for Old Mutual Uganda's insurance products
# Old Mutual Zoho RAG System
Hybrid RAG system for Old Mutual Uganda's Zoho ecosystem with conversational AI.
## Quick Start
### Prerequisites
- Python 3.11+
- API Keys: OpenAI, Pinecone, Zoho
- 4GB+ RAM
### Installation
```bash
# Clone repository
git clone github.com
cd rag
# Create virtual environment
python -m venv venv
source venv/bin/activate # Windows: venv\Scripts\activate
# Install dependencies
pip install -r requirements.txt
# Setup environment
cp .env.example .env
# Edit .env with your credentials
# Initialize data directories
mkdir -p data/raw/{website,pdfs,zoho_exports}
mkdir -p data/processed logs
```
### Usage
```bash
# Activate virtual environment
source venv/bin/activate # Windows: venv\Scripts\activate
# 1. Scrape data
python scripts/run_scraping.py
# Or with options:
python scripts/run_scraping.py --verbose
python scripts/run_scraping.py --dry-run # Preview what will be scraped
python scripts/run_scraping.py --help # See all options
# 2. Process data
python scripts/process_data.py
# 3. Generate embeddings
python scripts/generate_embeddings.py \
--chunks-file data/processed/processed_chunks_*.jsonl
# 4. Run RAG system
python scripts/run_rag.py
```
## đź“š Documentation
- Contributing
- Exploring scraping
## đź”— Scraping Configuration
The scraper is configured to crawl the following Old Mutual Uganda product pages via `config/scraping_config.yml`:
### Personal Products (9 URLs)
- Savings & Investment: SOMESA Education Plan, Sure Deal Savings Plan, Dollar Unit Trust Fund, Private Wealth Management
- Insurance: Personal Accident, Serenicare, Professional Liability, Family Life Protection, Travel Sure Plus, Domestic Package, Motor Private Insurance, Motor COMESA Insurance
### Business Products (27 URLs)
**Solutions:**
- Investment & Advisory, Office Compact, SME Medical Cover, SME Life Pack
**Group Benefits:**
- Group Life Cover, Group Medical (Standard), Group Personal Accident, Credit Life Cover, C …