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Solution Design Playbook

Knowledge vs live data

Knowledge vs live data

Most agent mistakes trace back to one decision: whether the agent should have learned something, or should look it up. Get this right and accuracy follows.

Knowledge is curated, not a database

Knowledge in raia Command is where you stage, prepare and organize reference material. Command converts uploads to a readable format, adds metadata, scans for sensitive information, and trains approved content into an agent's vector store. The agent then searches that store to answer questions.

A vector store is good at finding relevant passages. It is not a database. It can't reliably count records, total a column or tell you a value that changed an hour ago.

Learn more: Data Room and Training.

What to put in knowledge

Good sources are approved and relatively stable:

  • Help center articles and FAQ pages
  • Product manuals and documentation
  • Internal procedures, for internal agents only
  • Policies and approved answers
  • Event programs, agendas and venue information
Raw ticket histories make poor knowledge. They're full of repeated back-and-forth, partial answers and dead ends. If past tickets are your best evidence, turn them into a reviewed troubleshooting guide first, and train the agent on the guide.

Prepare documents before training

  • Very large PDFs may need splitting.
  • Scanned documents need text recognition. Check that the text came through.
  • Tables, charts and diagrams should be checked after conversion, because they don't always survive intact.
  • Label each document with the product, version or audience it covers, so answers don't mix them up.

Source quality sets answer quality. Time spent here is time saved in testing.

What to fetch live

Fetch anything that changes, belongs to one customer, or must be exact:

  • Customer accounts, plans and balances
  • Contacts, opportunities and pipeline
  • Tickets and their current status
  • Inventory, transactions and sensor readings

Give the agent live access to the system that owns the data, through a connector, and limit it to the tools it needs. See Connectors: two jobs.

When you need both

Sometimes the best answer combines the two. A support agent can search imported help articles for a high-quality answer, then check the live version of one article when being current really matters. That second lookup adds time and cost, so use it deliberately rather than by default.

Structured data and exact numbers

When people ask questions like "how many orders shipped late last month?", the agent needs complete, structured data and real arithmetic:

  • For a bounded dataset that doesn't need to be live, use Tables in raia Command. Tables keep exact rows and columns and offer read-only access to agents.
  • For live business data, connect to the system through an API or MCP server that returns the right records.
  • For calculations, switch on the agent's code interpreter or calculate on the server. Don't rely on the model to do arithmetic in its head.
If a common question needs three or four API calls to answer, consider a purpose-built read-only endpoint that returns the answer in one call. Agent-friendly APIs are faster, cheaper and less error-prone.

Codebases

Code is too large, and changes too often, to retrain on every commit. A hybrid works well: import selected repositories and branches periodically so the agent understands the overall structure, and give it live access to the repository for current files and exact locations. Keep branch and version labels on everything, so answers never blend two versions together.

Sensitive information

Command scans content for sensitive data before training. The rules are configurable, and they matter in both directions. A rule that masks something an agent genuinely needs, such as network addresses in a networking guide, will weaken answers. Don't assume a particular value is masked or kept; check the rules configured for that knowledge. Never switch off a security rule for convenience without the data owner's approval.

Learn more: Settings and security and the Trust Center.

Quick reference

The question needsUse
Approved reference contentKnowledge
An exact, structured dataset that doesn't change by the minuteTables
Current, personal or transactional recordsLive access through a connector
Totals, counts or calculationsStructured data plus code interpreter or server-side calculation
A large, changing codebasePeriodic import plus live repository access