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Document Preparation
Clean and structure documents before uploading. Remove PII, add metadata tags, organize by department/topic, and ensure document freshness. Quality in, quality out—RAG is only as good as your knowledge base.
Access Controls
Implement document-level permissions that mirror your organization's access model. Engineering docs are only accessible to engineering, HR policies to HR, and financial reports to finance. Cross-department access requires approval.
Grounding and Accuracy
Configure RAG to cite sources in every response. Set confidence thresholds—if the knowledge base doesn't have relevant information, the AI should say so rather than hallucinate. Test accuracy with known questions monthly.
Maintenance
Knowledge bases require ongoing maintenance: add new documents, remove outdated content, update metadata, review access permissions quarterly, and monitor question-answer quality through user feedback.