Dev-Jera/rag_zoho-sales-Iq-fork

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 ``` ## 📚 Documentation - Contributing - Exploring scraping ## 🔗 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 …