Confident, wrong document
12% off list.
Pricing policy, 2019 · page 4
Services
Turning what your company knows into context your AI systems can use.
How we see the problem
An agent that answers confidently from the wrong document is worse than one that says it doesn’t know.
What’s Northwind’s discount on renewal?
Confident, wrong document
12% off list.
Pricing policy, 2019 · page 4
Says it doesn’t know
I don’t have a source I can cite.
Nothing in view covers this account.
Most failures trace to missing, stale, or conflicting context, not model quality.
The content layer your agents read from: sources, structure, permissions, and freshness rules.
Teams whose agents already work in a demo and break on real company data.
What we capture
The pricing exception lives in two reps’ heads and a Slack thread from 2023.
One governed layerCompany brain
Pull knowledge out of CRM, call transcripts, contracts, wikis, tickets, and email into one governed layer.
Interview-driven extraction of the rules nobody wrote down: discount logic, escalation paths, customer-specific terms.
Every fact has a source, an owner, and a review date, so the brain doesn’t rot after launch.
Agents inherit the permissions of the person asking.
A fact, after capture
Asking as the account rep
The agent inherits that person’s permissions.
How it’s structured
Vector search finds similar text. A graph knows that this customer, on this contract, owns that renewal.
Accounts, contacts, products, contracts, deals, and policies, with the relationships between them defined up front.
Combine graph traversal with vector and keyword search so agents answer multi-hop questions (“which at-risk accounts share a champion who just left?”).
Merge the six spellings of the same customer across systems.
Every edge traces to a source record, so answers can cite their evidence.
Jordan Hale, the champion who left, connects to the Northwind account. Northwind holds contract MSA-441, which renews this quarter and covers the Enterprise plan. The champion edge cites the CRM contact record.
Multi-hop
Which at-risk accounts share a champion who just left?
Entity resolution
One account
Champion edge · source CRM contact record.
What the agent receives
More context makes agents worse once it’s the wrong context.
Agent step
Draft the renewal noteTools · graph lookup, hybrid search
In the window
Held out
1,210 tokens in a 4,000 budget
Decide what each agent step gets: which documents, which graph neighborhood, how much of it.
Prompt structure, memory design, and tool definitions built around the task, not dumped into one window.
Token cost and latency per call, tracked against answer quality.
Rules for when two sources disagree: newest wins, system of record wins, or flag for a human.
Proving the context works
A team ships a retrieval change on Monday and nobody can say by Friday whether answers improved.
Golden set · a rep’s question
Layered metrics
Did the right content surface?
Did the answer stay inside it?
Did the work get done?
Every change to content, graph, or prompts runs against the set before it ships.
Retrieval change · held until the set passes
Sample live traffic, score it, and route failures back into the golden set.
How the work runs
Services first, software where it earns its place.
Audit your sources, agents, and failure cases; rank where context is costing you most.
Stand up the graph, the retrieval layer, and the eval harness against one high-value workflow.
Hand over dashboards and runbooks, or keep running it with you.
Case studies
Other services