A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Define trustworthy metadata fields during ingestion.
- Apply filters based on verified user and task context.
- Test both over-filtering and under-filtering cases.
A product-specific support question should not retrieve instructions for a different model with similar terminology.
A mistake to avoid
Do not let an unverified user claim determine access to restricted documents.
How to check progress
Track missed relevant sources and inappropriate cross-category results.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read When retrieval is the right addition to an AI assistant.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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