RAG & knowledge workflows
Help people find relevant information and inspect the sources behind an AI-assisted answer.
Start with a recognisable problem.
For teams with a defined document collection, repeated information requests and a need for traceable answers.
Know what you will receive.
A scoped search or question-answering interface with source references
Retrieval tests, answer-quality checks and update instructions
From one task to a usable result.
- 01
Prepare the corpus
Agree document types, ownership, access boundaries and update frequency.
- 02
Build retrieval
Test indexing and retrieval against representative information needs.
- 03
Ground the answer
Connect answers to retrieved passages and handle insufficient evidence.
- 04
Evaluate & maintain
Review citations, document permissions and the refresh procedure.
What we need from you
- A permitted document sample and representative user questions
- Who may see which documents and outputs
- Hosting, retention and model-provider constraints
How the result is checked
- Test whether relevant passages appear in retrieved results
- Check that references support the answer rather than only looking relevant
- Exercise missing evidence, stale documents and unauthorised access cases
Before defining the scope.
Can the model read every company document?
The document collection and access rules are explicitly scoped. Indexing and retrieval must respect the permissions agreed for the application.
How are changed documents handled?
The design includes an agreed refresh process and checks for removed or outdated material. The appropriate frequency depends on your content.