3 No-Code Ways to Unlock Hyper-Personalization with Progress Agentic RAG
Here are some practical workflows for integrating personalization into your CMS based on your own data with Progress Agentic RAG.
You’ve probably read more than enough statistics about the impact of personalization on customers.
And at this point, you don’t need another chart full of numbers, but an actionable guide that shows exactly how to build a hyper-personalization workflow. That’s what this article offers you.
In this article, you’ll find three workflows you can put into practice immediately. They don’t require IT support, and they make your CMS an active part of the personalization process.
Additionally, you’ll learn how to transform your CMS into a personalization engine by leveraging Progress Agentic RAG and all the data you’ve ever used.
3 Workflows That Turn Your CMS into a Hyper-Personalization Asset
At the heart of hyper-personalization is a simple goal: keeping end users engaged so they come back, stay loyal and ultimately drive growth. However, without the right tools, that goal often feels out of reach.
This section presents three practical workflows that you can start using immediately.
Each one taps into your CMS data in a different way, allowing you to deliver tailored journeys that feel personal and relevant at the speed your audience expects.
1. Turn Your Website Search into a Content Personalization Engine
Your website search bar is more powerful than you’ve ever imagined. Every query shows exactly what your site visitors want, whether it is their intent, curiosity or the problem they need solved. But the problem is that traditional site search is keyword-based, so the results they get often feel generic and off-target.
You can power this site search with Progress Agentic RAG in the backend. With Agentic RAG-enhanced site search, the experience changes, and here’s how it works:
- A site visitor types a query, for example, “compliance in healthcare.”
- Agentic RAG interprets the intent behind the query, not just the keywords, based on its ingested data, whether from your CMS or another source you grant access to.
- The system retrieves the most relevant content from your CMS, including whitepapers, case studies and product guides.
- If set up, it generates a natural-language response that summarizes the results in a way that feels instantly useful for the user.
This way, different site visitors can experience tailored content that meets their needs.
For example, a healthcare executive searching for “compliance” may see industry-specific whitepapers, guides and case studies, while a retail buyer searching for “wireless headphones” could be shown tutorials, support pages or product comparison guides pulled directly from your CMS.
When visitors find exactly what they need in fewer clicks, they are more likely to stay engaged, trust your brand and move further down the buyer journey. It could also reduce bounce rates, increase conversions and shorten the time it takes to go from interest to decision.
2. Guide Site Visitors with Conversational Assistants
Chat has become one of the most common ways people interact with brands online. Whether through a website widget or an in-app assistant, users now expect fast, intelligent answers that feel natural.
But the same customer who wants a fast response from chatbots now complains. The challenge is that many chatbots are still powered by scripts or keyword logic, which makes conversations feel generic and impersonal. A G2 research shows that 45% of users say chatbots lack the knowledge to solve their problems, making them a frequent source of frustration.
To overcome this, you can integrate Agentic RAG in the backend to make your chatbots more innovative and dynamic enough to meet user needs.
Instead of relying on canned replies, Agentic RAG-powered chatbots connect directly to your CMS and knowledge base, allowing for personalized responses. This also enables the assistant to interpret intent, retrieve the most relevant content and generate context-rich responses in real-time.
A founder or investor browsing a fintech website and chatting with an Agentic RAG-powered chatbot could ask complex questions about compliance, funding options or best-fit solutions. Instead of vague answers, the chatbot pulls from its curated financial content and surfaces case studies, product details or regulatory insights.
Over time, users may rely on the chatbot as a trusted source of domain-specific knowledge, rather than turning to general-purpose AI tools like ChatGPT. That builds credibility, increases time on site and positions your brand as an authority in your space.
Not only that, but depending on the context, Agentic RAG can process customer information to deliver personalized conversations that adapt to each user’s context. This makes interactions feel more useful and human, driving stronger engagement and trust.
3. Combine Segmentation and Smarter Content to Drive Conversions
Not every visitor is at the same stage of the journey. Some are just discovering your brand, while others are close to making a buying decision. That’s why treating them all the same is a quick way to lose engagement.
Therefore, savvy marketers use segmentation features in modern CMS and DXP platforms. By grouping visitors based on behavior and history, they can serve calls to action that match intent. A first-time visitor might see “Download the Beginner’s Guide.” Someone returning after engaging with your content may be shown the option to “Book a Demo” or “See How It Works.”
Personalized CTAs like these have been proven to significantly outperform generic ones, with research showing conversion rates that are more than double when CTAs are tailored to the user.
Segmentation alone is powerful, but it gets even stronger when combined with the functionalities of Agentic RAG. While the CMS determines who should view which type of CTA, RAG enhances the experience by automatically pulling in the most relevant supporting content from your knowledge base.
A returning lead could see not just a “Book a Demo” button, but also case studies, webinars or product guides that align with their exact interests, all without marketers needing to assign each asset manually.
Your CMS provides the structure for personalization, and Progress Agentic RAG fills in the details with content that fits each moment. This pairing reduces the manual work of mapping assets while giving visitors a smoother, more natural path to conversion.
What Makes Progress Agentic RAG a Suitable Channel For Delivering Hyper-Personalized Experience
Progress Agentic RAG follows a clear data workflow, including ingestion, enrichment, indexing, retrieval and generation of answers. This step-by-step process makes it possible to deliver context-aware personalization at scale.
Data Ingestion
Once you sign up to use the platform, you can start by ingesting relevant data in the form of content, such as PDFs, blog posts, case studies, videos and product documentation, in the backend. The Agentic RAG then extracts text, scans images with OCR, identifies tables (if any) and splits the material into smaller, manageable chunks.
Data Enrichment
Progress Agentic RAG features multiple AI agents that enhance the content with intelligence. They recognize entities like names and locations, classify topics and can even build knowledge graphs that map connections across your information.
Indexing for Retrieval
The enriched content is stored across multiple indexes, full text, chunks, knowledge graphs and semantic vectors. This helps the system understand meaning, not just exact keywords.
Retrieval and Answer Generation
When a visitor enters a query, Agentic RAG interprets their intent, searches across the indexes and retrieves the most relevant context. That context is passed to a language model, which generates a clear, grounded answer with citations from your content.
Quality Evaluation
To boost reliability, Progress Agentic RAG has an evaluation agent called Remy, which scores the output for accuracy, relevance and grounding in the source. This quality assessment helps verify that responses are accurate and trustworthy.
Each of the five steps highlighted above is a foundational principle of how Progress Agentic RAG works to become an organizational data system.
Armed with this knowledge, you can innovate and go beyond the three personalization use cases we outlined earlier.
Other Use Cases of Progress Agentic RAG You Should Know
Progress Agentic RAG is designed as a modular system, which means its value goes far beyond powering search or chat. Once your content is ingested and enriched, you can apply the same foundation to unlock additional workflows across marketing, sales and customer experience, as well as different industries.
Below are some of the other outcomes marketing teams can achieve with the system.
Content repurposing at scale: You can quickly turn long-form content like whitepapers or webinars into summaries, social posts, or campaign snippets.
Sales enablement support: You can power internal chat for your sales teams to instantly access the most relevant case studies, product details or competitive insights from the knowledge base.
Customer self-service portals: You can enable site visitors to find answers in your support documents, FAQs or product manuals without needing to contact support, thereby reducing ticket volume and boosting customer satisfaction.
Knowledge management for campaigns: Let marketing teams query their entire content library, for instance, asking “What assets do we have for healthcare compliance?” and getting instant answers with links. This saves time and allows for work efficiency.
Localized content discovery: You can enable users in different regions to search for and access relevant, localized content in their own language, all while using the same CMS foundation.
Audience research insights: Analyze customer queries and searches to see what prospects are really asking, helping marketers shape messaging and future campaigns.
It’s Time to Shift from IT-Dependent Personalization to No-Code With Progress Agentic RAG
The future of personalization lives in the hands of agile marketers who can create, test, and launch experiences as fast as customer expectations evolve. With Progress Agentic RAG connected to your CMS, hyper-personalization becomes an easy aspect of your marketing campaign to experiment with.
By ingesting your data into Progress Agentic RAG, you’re creating a dedicated knowledge base for your team, which could also be useful for your end users.
This is your invitation to shift from dependency to autonomy.
Start by indexing your CMS content, enabling semantic search, and creating your first no-code segment. Each step brings you closer to delivering intelligent, real-time personalization at scale without writing a single line of code.
Request a demo to test-run Progress Agentic RAG!
And now, you can use the insights of Progress Agentic RAG inside your website: Progress unveiled the first Generative CMS. Progress Sitefinity CMS powered by Progress Agentic RAG transforms enterprise knowledge into adaptive experiences—each assembled in real time by AI that understands your users, your brand and your goals.
Request early access for Sitefinity Generative CMS and get started with your own innovations.
