Service 06
Data & RAG Readiness
Agentic RAG and Data Cloud preparation. The part everyone underestimates.
Retrieval is where agents become trustworthy or embarrassing. A confident answer from a stale knowledge article is worse than no answer at all. This engagement makes your data retrievable, current, and permissioned so the agent's grounding is something you would defend in an audit.
Usually runs in parallel with the first agent build, not after it.
Knowledge audit and rewrite
We score articles for retrievability, merge duplicates, kill contradictions, and rewrite the ones that were written for humans skimming, not machines retrieving.
Data Cloud modelling
Unifying identity, harmonising objects, and building the data graphs that give an agent a coherent view of a customer instead of eleven partial ones.
Agentic RAG
Retrieval that plans: the agent decides what to look up, checks whether the result answers the question, and searches again if it does not.
Permission-aware retrieval
The agent sees exactly what the requesting user is entitled to see. Not one record more.
Warning signs you need this
- Your knowledge base has articles nobody has opened in two years
- Two articles give different answers to the same question
- Nobody can say which system holds the authoritative customer record
- Your first agent pilot produced answers that were fluent and wrong
Also in services
Agentforce Strategy & Readiness Assessment
Three weeks to find out whether you are ready, and which agent to build first.
Read Service 02Agent Builder & Custom Agent Development
Topics, actions, instructions, and the unglamorous work of making an agent behave.
Read Service 03Agentic Workflow & Process Design
Redesigning the work, not just automating the version of it you already have.
ReadStart with the assessment.
Three to four weeks, a fixed fee, and an answer we are willing to say out loud — including if the answer is no.