First, give conclusions that can be used for decision-making
When staff asks about the terms of the system, the system primarily needs to search authorized documents, quote sources, and refuse to answer without answers, with an emphasis on RAG. Selling Agent to prepare client follow-up programs requires, in addition to knowledge files, knowledge of the current employee identity, customer affiliation, the CRM phase, historical mail, recent meetings, product price rules, tools that can be called, and competent approval. This is a context work.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
Lists all the information that a true task requires from the beginning to the completion.
Validation Key Dependence
Distinguishing document knowledge, structured data, real-time status, memory, rules and tools.
Development of assessable outcomes
Marks the source, permission, time limit and consequences of errors for each category of context.
Make sure you decide the next step with the real results.
The context link is verified by normal, conflicting, unanswered and ultra vires tasks.
How do you understand it in the actual business?
After-sale knowledge questions and answers can be retrieved through the RAG maintenance manual. But when the system is to determine whether an item of equipment is still on warranty, to search for the client’s historical worksheet, to read the current inventory of spare parts and to create on-site service assignments, it is necessary to link the client’s identity, equipment files, contracts, inventories, worksheet status and tool privileges simultaneously.
The easiest pit to step on.
Put all the information in the context once and for all, and the more accurate the information is considered.
Only vector search, without processing business identity and field privileges
The history of dialogue is forever considered the right memory, not to support error correction and deletion
How should we end up receiving and confirming?
The acceptance and inspection shall examine separately whether the information is retrieved, structured fields, real-time status, identity privileges, memory and tool results are properly assembled. Using different user identification tests on the same issue, it is recognized that the content of the non-entitlement is not going to fit into the context; and after updating knowledge and business data, the results shall be subject to agreed time limits, and the source, version, delay and cost evidence shall be retained.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.