...answer questions from my data
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↺ Start over · Full treeYou are here: AI Solver › Generate and converse › ...answer questions from my data
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0 · Start
1 · Predict & analyze
tables, numbers, events
Predict values
Predict categories Forecast time series Cluster / segment Find outliers Make recommendations Find key drivers 2 · Understand unstructured data
text, documents, images, audio
3 · Generate & converse
4 · Decide & act
5 · Build it right
applies to every path
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YouTube ... Quora ...Google search ...Google News ...Bing News
- AI Solver ... RAG ... Embedding ... Database; Vector & Relational ... Graph ... LlamaIndex ... LangChain
Use this page when people should be able to ask questions and get answers grounded in your information: policies, manuals, research, tickets, contracts, sales data. The model supplies language skills; you supply the facts at question time, which keeps answers current and lets you cite sources.
Start here
- Where does the knowledge live?
- In databases or spreadsheets → text-to-SQL or a semantic layer: the LLM writes a query, your database answers. Use read-only access, curated views and validated SQL. Many data platforms now ship this built in → Database; Vector & Relational
- In documents (PDFs, wikis, tickets, email)
- Small and stable (fits in the model's context window, roughly a few hundred pages) and modest traffic → long-context prompting: put the documents in the prompt and use prompt caching to cut cost
- Larger or changing, or you need citations or per-user permissions → RAG: parse → split into chunks → embed → hybrid search (keywords + vectors) → rerank → answer with citations → RAG
- Questions about relationships or "across all documents" themes → knowledge graph + RAG (GraphRAG) → Graph
- Multi-step questions over many sources → agentic RAG or deep-research agents that search, read and search again → ...build an agent
- In live business systems (CRM, ticketing, ERP) → tool calls or MCP connectors that fetch current records → ...build an agent
- Need it working this week without building? → enterprise assistants with connectors and permissions (Microsoft 365 Copilot, Gemini Enterprise, ChatGPT Enterprise, Claude Enterprise, Glean); for personal research, notebook-style tools such as NotebookLM
- Building it yourself? → frameworks (LlamaIndex, LangChain, Haystack); vector search (pgvector in Postgres, Elasticsearch/OpenSearch, Pinecone, Weaviate, Qdrant, Milvus, Chroma); managed services (Azure AI Search, Google Cloud's agent platform search, Amazon Bedrock Knowledge Bases)
Quick picks
| Situation | Try first | Then add |
|---|---|---|
| A handbook or a few contracts | Long context + prompt caching | RAG when it outgrows the context window |
| Thousands of documents | Hybrid search + reranker + citations | Better parsing and chunking, metadata filters |
| "Which teams mention X across all reports?" | GraphRAG | Agentic RAG |
| Sales or finance tables | Text-to-SQL on curated views | A semantic / metrics layer |
| Must respect who can see what | RAG with document-level permissions | Per-user connectors |
Real-world examples
- Wealth management — Morgan Stanley built an OpenAI-powered assistant that answers advisors' questions from the firm's internal knowledge; it ran evaluations before scaling, and more than 98% of advisor teams use it. Morgan Stanley | OpenAI
- Customer support — LinkedIn built a knowledge graph from past support tickets and combined it with RAG; after about six months in use it cut median time to resolve an issue by 28.6%. Retrieval-Augmented Generation with Knowledge Graphs for Customer Service Question Answering | arXiv
- Cautionary tale — in Moffatt v. Air Canada (2024), a tribunal held the airline responsible for its website chatbot's wrong answer about bereavement fares. Ground answers in current policy, cite the source, and let the bot say "I don't know". Moffatt v. Air Canada: a misrepresentation by an AI chatbot | McCarthy Tétrault
Watch out
- Retrieval is usually the weak link — poor parsing (tables, scans) and bad chunking cause most wrong answers.
- Permissions — never retrieve documents the user is not allowed to see.
- Stale indexes — re-index when sources change; show document dates.
- Prompt injection — retrieved text can contain hidden instructions; treat it as data.
Measure success
Retrieval recall@k and MRR, groundedness (is every claim supported by the retrieved text?), answer relevance, citation accuracy, and correct "I don't know" answers when the information is missing. More: ...evaluate and trust AI
Learn more
- GraphRAG | Microsoft Research
- Ragas: evaluating RAG pipelines
- pgvector: vector search in Postgres
- RAG ... Embedding ... LlamaIndex ... Documents ... Excel
Where next? ◀ Generate & converse · ...understand language · ...build an agent · ...customize a model · ▶ ...evaluate and trust AI