Stacks / 7 workflow stages
Build an Internal Knowledge Assistant
Ingest documents, build retrieval, produce grounded answers, and test whether the system actually retrieves the right evidence.
Best for
Teams building an internal assistant over company documents, policies, research, product knowledge, or other private information.
Outcome
A grounded knowledge workflow with ingestion, retrieval/orchestration, structured answers, evaluation, and observability.
Not for
A public-web research agent whose primary job is browsing and discovering new external information.
Implementation noteThe current Index does not include a strong general-purpose vector database resource. Keep the organization’s approved database/vector layer outside this Stack rather than implying LlamaIndex replaces persistence.
Use this as a decision framework, not a mandatory shopping list. Swap or skip layers based on your existing stack, constraints, and risk profile.
1. Prepare content
Jina AI Reader
Convert web and document-like content into cleaner text that can be indexed and reasoned over.
AlternativesFirecrawl
2. Build retrieval
LlamaIndex
Use a framework centered on data ingestion, indexing, retrieval, and knowledge-grounded applications.
AlternativesLangGraph
3. Structure outputs
Instructor
Constrain important answers into predictable structured outputs when downstream systems need fields rather than prose.
AlternativesPydantic AI
5. Evaluate retrieval
Ragas
Measure retrieval and answer quality rather than assuming a RAG system is grounded because it returns citations.
AlternativesDeepEval, Braintrust
6. Observe production
Langfuse
Trace retrieval, model calls, and failures after deployment so weak answers can be diagnosed.
AlternativesArize Phoenix, LangSmith
7. Review security
OWASP Top 10 for LLM Applications
Check prompt injection, data leakage, access-control, and other risks that matter when an assistant touches internal information.
AlternativesAnthropic Security Guidance
Need this workflow built and running, not just linked? EE Solutions implements agentic stacks like this one. EE Solutions is a senior technology team for private capital firms and their portfolio companies.
Talk to EE Solutions ↗