Data Sources
The systems the answers have to come from: your CRM, document store, data warehouse, ticket history and whatever still lives in a shared drive.
01
Ingestion & Cleaning
Parsing, de-duplication and chunking. Most disappointing AI projects are a data problem wearing a model problem’s clothes.
02
Embeddings
Text, images and audio turned into vectors so meaning, not keywords, decides what the model is shown.
03
Vector Store
pgvector, Qdrant or Milvus, sized for your corpus and partitioned per tenant so retrieval can never cross a customer boundary.
04
Retrieval
Hybrid search and re-ranking that puts the right passages in front of the model, with citations carried through to the answer.
05
Model Layer
The model itself, hosted or self-run, chosen per task against cost, latency and accuracy rather than reputation.
06
Orchestration
Prompts, tools, memory and multi-step plans. Where an agent decides what to do next and which system it is allowed to touch.
07
Guardrails
Input and output filtering, PII redaction and refusal handling, plus the audit log that lets you answer a CCPA request honestly.
08
APIs & Integration
The answer delivered into Salesforce, the helpdesk or your own product, because a model behind a separate login gets used twice.
09
Evaluation & Monitoring
Held-out test sets, drift detection and cost dashboards, so quality is a number you watch rather than a feeling you have.
10
Data Sources
The systems the answers have to come from: your CRM, document store, data warehouse, ticket history and whatever still lives in a shared drive.
01
Ingestion & Cleaning
Parsing, de-duplication and chunking. Most disappointing AI projects are a data problem wearing a model problem’s clothes.
02
Embeddings
Text, images and audio turned into vectors so meaning, not keywords, decides what the model is shown.
03
Vector Store
pgvector, Qdrant or Milvus, sized for your corpus and partitioned per tenant so retrieval can never cross a customer boundary.
04
Retrieval
Hybrid search and re-ranking that puts the right passages in front of the model, with citations carried through to the answer.
05
Model Layer
The model itself, hosted or self-run, chosen per task against cost, latency and accuracy rather than reputation.
06
Orchestration
Prompts, tools, memory and multi-step plans. Where an agent decides what to do next and which system it is allowed to touch.
07
Guardrails
Input and output filtering, PII redaction and refusal handling, plus the audit log that lets you answer a CCPA request honestly.
08
APIs & Integration
The answer delivered into Salesforce, the helpdesk or your own product, because a model behind a separate login gets used twice.
09
Evaluation & Monitoring
Held-out test sets, drift detection and cost dashboards, so quality is a number you watch rather than a feeling you have.
10