Getting Started
RAG & Knowledge Assistants
Use authoritative source content for answers and MemorySync for scoped user context, preferences, and confirmed outcomes.
Give each layer one job
| Layer | Use it for |
|---|---|
| Source system | Document ownership, permissions, versions, and authoritative content. |
| Your retrieval system | Find source passages the current caller is allowed to use. |
| MemorySync | Retrieve user-scoped preferences, clarified terminology, and confirmed prior outcomes. |
| Your application | Authorize access, select context, format citations, and build the model request. |
| Model | Generate an answer from the context your application supplies. |
Prepare source content
- Keep the original document identifier and source location with each indexed passage.
- Preserve the source system as the authority for document access and version state.
- Send only the passages and user memory needed for the current question.
- Do not store credentials, hidden instructions, or permission decisions as memory.
Build the answer context
- 1Authenticate the caller and resolve the project and end-user scope on your server.
- 2Retrieve authorized source passages with your document retrieval system.
- 3Query MemorySync for user context relevant to the same question.
- 4Reject stale or unauthorized results, then pass a small, clearly labeled context set to the model.
- 5Use source metadata to show citations; do not present remembered preferences as source evidence.
Add conversational memory carefully
Store durable preferences, clarified terminology, and confirmed outcomes separately from source documents. A generated answer is not authoritative knowledge unless your product has a review process that makes it so.
Test before release
- Expected source passages appear for representative questions.
- The answer distinguishes cited facts from remembered user preferences.
- A caller cannot retrieve content they are not allowed to view.
- Deleted or superseded user context no longer affects later answers.
- Displayed citations resolve to the source record your application used.