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Vectors Overview
Datazone Vectors enable you to transform your data into embeddings and store them in a vector database. This allows you to build AI-powered search, RAG (Retrieval Augmented Generation) applications, and semantic similarity features on top of your data.

What are Vectors?

Vectors convert your text data into numerical representations (embeddings) that capture semantic meaning. This enables:
  • Semantic search - Find relevant content based on meaning, not just keywords
  • RAG applications - Enhance AI agents with contextual information from your data
  • Similarity matching - Identify related documents or records
Vector Overview
Unlike traditional keyword search, vector-based search understands context and intent, delivering more accurate and relevant results.

Creating a Vector Index

  1. Navigate to your Project page
  2. Click the Add button (+ icon)
  3. Select Vector from the dropdown
The vector creation flow guides you through configuring your vector index:

Step 1: Choose Data Source

Vector Source
Select what data to vectorize:
  • Dataset - Index data from a dataset (CSV format)
    • Select the dataset you want to vectorize
    • Choose a primary key column to uniquely identify records
    • Select one or more text columns to embed
  • File Container - Index files from a file container path
    • Supported formats: PDF, CSV, DOCX, XLSX, Markdown, TXT
    • Files will be automatically processed and chunked
  • Connected Source - Index documents from a SharePoint, OneDrive, or Google Drive source
    • Select the source and the folder or file path to index (subfolders are included)
    • Supported formats: PDF, CSV, DOCX, XLSX, XLS, Markdown, TXT
For large datasets, consider using Views or filtered datasets to index only the most relevant data.

Step 2: Embedding Configuration

Embedding Settings
Configure how your data will be embedded:
  • Model Account - Select a configured Model Account with embedding support
  • Embedding Model - Choose the embedding model (e.g., text-embedding-3-small, text-embedding-ada-002)
  • Vector Dimension - Embedding dimension (typically 1536 for OpenAI models)

Step 3: Chunking Strategy

Configure how your text is split into chunks before embedding:
  • Text Splitting - Split by character count
    • Chunk Size - Number of characters per chunk
    • Chunk Overlap - Characters shared between chunks (helps maintain context)
  • Length Splitting - Split by token count using a specific encoding
    • Encoding Name - Tokenizer to use (e.g., cl100k_base for GPT models)
    • Chunk Size - Number of tokens per chunk
    • Chunk Overlap - Tokens shared between chunks
  • Document Splitting - Split based on document structure
    • Document Type - Choose format: Markdown, JSON, Code, or HTML
    • Preserves logical document boundaries
Smaller chunks provide more precise search results but may lose broader context. Larger chunks retain more context but may be less specific. A typical chunk size is 500-1000 characters with 10-20% overlap.
The same step also sets the Search Type (and, for keyword search, the Keyword Language). See Search Types below. After completing configuration, click Create to start the indexing process.

Search Types

Each vector uses one search type. Set it when you create the vector, or change it later from the vector’s edit dialog. The vector Overview page shows the current search type and language.

Keyword Language

Sparse and Hybrid search need a Keyword Language (default: English). Keyword search uses it to remove stopwords and to reduce words to their stems, so set it to the language of your content. Supported languages: Arabic, Danish, Dutch, English, Finnish, French, German, Greek, Hungarian, Italian, Norwegian, Portuguese, Romanian, Russian, Spanish, Swedish, and Turkish.

Hybrid Weights

With Hybrid, two extra fields set how much each ranking counts when the results are merged:
  • Semantic Weight — weight of the semantic (dense) ranking
  • Keyword Weight — weight of the keyword (sparse) ranking
Both default to 1 and accept values greater than 0 and up to 100. Equal weights treat both rankings the same. Weights apply to ranks, not scores. With a semantic weight of 3 and a keyword weight of 1, a 3rd-place semantic match counts the same as a 1st-place keyword match. A higher weight lets more of that method’s lower-ranked matches reach the top.
If keyword-heavy queries (codes, names) return too many loosely related semantic matches, raise the Keyword Weight. If natural-language questions miss relevant content, raise the Semantic Weight.

Changing the Search Configuration

  • Changing the search type or keyword language rebuilds the index. Until the reindex finishes, searches keep using the current index.
  • Changing the hybrid weights does not rebuild the index. The new weights apply from the next search.
  • Sparse vectors still need an embedding model in their configuration, but keyword search does not call it, so there is no embedding cost.
  • Semantic scores are between 0 and 1. Keyword and hybrid scores are not, so the Explore tab shows them as raw scores instead of percentages, and a score threshold only filters semantic results (for Hybrid, it applies to the semantic part).
Agents, endpoints, and actions that search a vector all use that vector’s search type automatically.

Indexing Process

Once created, your vector index goes through several states:
  1. Not Indexed - Initial state after creation
  2. Scheduled - Queued for indexing
  3. Indexing - Currently processing and embedding your data
  4. Indexed - Successfully completed, ready to use
  5. Failed - Error occurred during indexing (check error details)
You can monitor the indexing status and view statistics including:
  • Total chunks created
  • Total chunks indexed
  • Total tokens processed

Using Vectors

Once indexed, your vectors can be used for:
Vector Search
Search your data using natural language queries that understand meaning and context, not just exact keyword matches. The Explore tab provides an interface to:
  • Enter search queries in natural language
  • View results ranked by relevance, using the vector’s search type
  • See matching chunks with their context and metadata
  • Test and refine your vector search results

Agent RAG

Attach vectors as data sources for your Agents, enabling them to retrieve relevant context from your data to provide more accurate and informed responses. Agents can automatically perform semantic search when answering questions.

Similarity Endpoints

Create API endpoints that return similar records based on vector similarity, enabling semantic search in your applications. Perfect for building search features or recommendation systems.

Best Practices

  1. Choose the Right Source - Use datasets for structured data and file containers for documents
  2. Optimize Chunk Size - Balance between context (larger chunks) and precision (smaller chunks)
  3. Add Overlap - Include 10-20% overlap to maintain context across chunk boundaries
  4. Select Appropriate Models - Smaller embedding models are faster and cheaper, larger models may provide better quality
  5. Use Cosine Similarity - Works well for most text similarity use cases
  6. Monitor Indexing - Check indexing status and statistics to ensure successful processing

Next Steps