AI‑Assisted Knowledge Agents & Assistants

Design patterns, guardrails, and practical steps to build safe, explainable retrieval‑augmented assistants and summarizers for organizational knowledge.

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Playbook

Retrieval‑Augmented Assistant Blueprint for Knowledge Workflows

A practical, step-by-step playbook to design, build, evaluate, and operate retrieval-augmented assistants (RAAs) for organizational knowledge. Covers use-case mapping, index design, chunking, provenance, prompt patterns, privacy and hallucination guardrails, human-in-the-loop escalation, monitoring, and a rollout checklist with lightweight evaluation metrics.

Playbook

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Agent Spec

Retrieval‑Augmented Agent (RAA) Spec Template

A practical, field-ready spec template and checklist for designing, implementing, testing, and operating retrieval‑augmented agents that connect to internal knowledge with clear rules for retrieval, scoring, citation, safety, monitoring, and failure handling.

Agent Spec

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Script

Agent Safety & Escalation Script

A short script and flowchart for handling ambiguous or risky assistant responses—when to surface sources, ask for human review, or route to legal/privacy teams.

Script

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