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RAG & Knowledge Assistants

04 / 10AI Engineering

Diagram: five sources (a PDF, Confluence docs, a GitHub repository, a Salesforce account and a Postgres database) are indexed into a permission-filtered knowledge layer; an assistant retrieves from it to answer a question about enterprise refunds, citing the refund policy and onboarding guide.

Your knowledge. Actually useful.

We build grounded assistants that search your internal knowledge1 before they answer. Every response respects who is asking2, stays grounded in your sources3 and can be traced back line by line4.

  1. 1Internal knowledgeDocs, wikis, code, CRM and databases, kept in sync, not a one-off upload.
  2. 2Permission-aware accessRetrieval honours the same access rules as the source system.
  3. 3Source groundingAnswers come from retrieved passages. No passage, no confident guess.
  4. 4TraceabilityEvery claim links to its document, page and version.

How RAG works

From a pile of documents to an answer you can check.

01

Ingest

Connect every source and keep it in sync: files, wikis, code, CRM records and databases, together with who is allowed to see them.

  • PDF · DOCX · HTML
  • Incremental sync
  • Permissions captured
02

Chunk

Split content into meaningful passages that respect headings, tables and code blocks, so context is never cut mid-thought.

  • Heading-aware
  • Tables kept whole
  • Overlap between passages
03

Embed

Turn each passage into a vector that captures its meaning, and attach metadata: source, owner, date and access rules.

  • Dense vectors
  • Source · owner · date
  • Re-embedded on change
04

Index

Store vectors and keywords side by side, so hybrid search stays fast and precise as your knowledge grows.

  • Vector + keyword
  • Tenant-partitioned
  • Millisecond lookups
05

Retrieve

Find the passages most relevant to the question that this user is allowed to see, then re-rank them for precision.

  • Access filter first
  • Top-k + re-rank
  • Freshness boost
06

Generate

Answer only from what was retrieved, cite every claim, and say so plainly when the knowledge isn’t there.

  • Every claim cited
  • Declines when unsupported
  • Answer + sources

Knowledge sources

Wherever your knowledge lives.

We connect the systems your teams already use, keep them in sync, and carry their permissions across.

  1. 01

    Documents

    PDF, Word, slides and scanned files, including tables and images.

  2. 02

    Codebases

    GitHub, GitLab and Bitbucket repositories, READMEs and architecture docs.

  3. 03

    CRM

    Salesforce and HubSpot accounts, deals, notes and call summaries.

  4. 04

    Internal Wikis

    Confluence, Notion and SharePoint spaces, with page-level permissions.

  5. 05

    Databases

    Postgres, MySQL and data warehouses, queried safely alongside documents.

  6. 06

    Cloud Storage

    Google Drive, OneDrive, Dropbox and S3 buckets, synced incrementally.

  7. 07

    Support Knowledge

    Zendesk and Intercom articles, macros and resolved tickets.

  8. 08

    Product Documentation

    Public docs, release notes and API references, versioned per release.

Trust & security

Answers you can trace.

Select a safeguard to see where it shows up in a real answer.

Retrieval checks the source system’s permissions for every passage, so a document you can’t open can’t shape your answer.

Each answer lists the exact documents it used, with page, section and version.

Every claim carries a citation, and every run keeps a trace of what was retrieved, cited and ignored.

SSO, roles and groups decide who can ask what, synced from your identity provider.

Each workspace’s index, embeddings and logs stay partitioned, and are never used to train shared models.

Use cases

Questions your teams ask every day.

Each assistant starts from one team’s real questions, and the sources that already hold the answers.

  • 01

    Internal Knowledge Assistant

    “Where’s the latest travel policy, and does it cover rail?”

    SharePoint · Confluence · HR system

  • 02

    Customer Support

    “Why does export fail for accounts on the legacy plan?”

    Zendesk · Product docs · Release notes

  • 03

    Developer Assistant

    “Which service owns invoice retries, and where is it configured?”

    GitHub · Architecture docs · Runbooks

  • 04

    Sales Enablement

    “What did we promise Northwind about SSO on the last call?”

    Salesforce · Call notes · Pricing

  • 05

    Legal & Document Search

    “Which supplier contracts auto-renew in Q3?”

    Contract repository · DMS

  • 06

    Operations Knowledge

    “What’s the escalation path when a warehouse scanner goes down?”

    SOPs · Wikis · Incident history

In practice

Question in. Cited answer out.

01 · Question

Which enterprise customers qualify for the 2026 loyalty discount?

02 · Retrieved context
1Loyalty programme 2026.pdf · p.20.92

Customers on enterprise contracts renewed before 31 March qualify for the 2026 loyalty discount of 8%.

2Salesforce · Account tiers0.88

Tier A accounts Northwind, Contoso and Fabrikam are all on enterprise renewals dated Q1 2026.

3Finance wiki · Discount approvals0.81

Loyalty discounts need finance approval when combined with any other offer.

03 · Answer

Enterprise customers who renewed before 31 March qualify for an 8% loyalty discount.1

Northwind, Contoso and Fabrikam all renewed in Q1, so all three are eligible.2

Where one already has another offer, finance must approve the combination.3

Grounded · 3 sources · 0 unsupported claims
04 · Sources
  1. 1Loyalty programme 2026.pdf · p.2
  2. 2Salesforce · Account tiers
  3. 3Finance wiki · Discount approvals
Example: a question about the loyalty discount, three retrieved passages with relevance scores, an answer whose three sentences each cite one passage, and the list of sources.

Next step

Everything you know, one question away.

Tell us where your knowledge lives today. We’ll show you how a grounded, permission-aware assistant would work on top of it.

Make your knowledge searchable

Client stories

What our clients say

A few words from teams we've worked with across products, platforms and digital experiences.

Synapse Tech Solutions helped us bring our CRM and web development requirements together with a practical, business-focused approach. The team understood our needs and worked towards building solutions that fit our workflow. Their technical expertise and commitment to delivering a functional solution made the experience smooth.
Siddharth BhargavaVanPro · CRM & Web Development
Developing a streaming platform requires careful planning and the right technical expertise. Synapse Tech Solutions worked on our app and web development requirements with a clear focus on building a cohesive digital experience. Their approach to turning our ideas into a working product was valuable to the project.
Neha SinghJaiHo Films · Streaming App & Web Development
Synapse Tech Solutions helped us with our Shopify store development, focusing on creating an online shopping experience aligned with our business needs. The team approached the project with a good understanding of e-commerce requirements and the importance of a functional, user-friendly storefront.
Vishal SinghGlobexi · Shopify Store Development
Managing multiple business processes requires software that works together seamlessly. Synapse Tech Solutions worked on our CRM, ERP, and LMS development requirements with a focus on building practical solutions for our operations. Their ability to work across different software systems was an important part of the project.
Sameer BhattacharyaIOTS · CRM, ERP & LMS Development
Synapse Tech Solutions helped us turn our app development requirements into a structured development project. The team focused on the technical implementation and the functionality needed to bring our product vision to life. Their development expertise was valuable throughout the process.
Prateek KathalSYBF · App Development
We needed a web development partner who could understand our requirements and translate them into a practical solution. Synapse Tech Solutions approached the project with a focus on functionality and implementation. Their technical capabilities made them a suitable partner for our web development needs.
Pranay AggarwalStoxkart · Custom Software Solutions
Custom software development requires a clear understanding of business requirements and the ability to translate them into effective technical solutions. Synapse Tech Solutions worked on our software requirements with that objective in mind. Their focus on tailored development helped address the specific needs of our project.