
Enterprise Knowledge Assistants
Design patterns for building cross-departmental AI assistants that securely solve employee queries.
Enterprise Knowledge Assistants
An Enterprise Knowledge Assistant is the "Search + Synthesis" engine for a company's internal data. It combines emails, chats, documents, and spreadsheets into a single conversational interface.
Key Challenges
- Information Silos: Data is spread across Slack, Drive, Jira, and SharePoint.
- Access Control: Respecting user-level permissions across all those apps.
- Freshness: Internal docs (like "Meeting Notes") change every hour.
The Architecture Pattern
- Aggregator: A service that periodically scrapes all silos and pushes data to a central S3 bucket.
- Multimodal Index: Since many enterprise docs are screenshots from presentations, OCR and Vision embeddings are critical.
- Semantic Filtering: (Module 12.3) Using
departmentoruser_rolemetadata to gate retrieval.
Impact on Productivity
A well-built Enterprise RAG can reduce the "Time to Find Information" by up to 50%, saving hours of manual searching through Slack threads or nested folders.
Case Study: HR Onboarding
A new employee can ask: "What is our policy on parental leave?"
- The RAG system retrieves the Employee Handbook (PDF), a recent CEO Announcement (Video Transcript), and the Internal FAQ (Markdown).
- It synthesizes a cited response.
Exercises
- Which data silo at your company would be the most valuable to include in a RAG system?
- How would you handle a document that is "Privileged" (e.g., between an attorney and a client)?
- Why is "Context Recency" (preferring 2024 docs over 2019 docs) vital for enterprise settings?