SCOPE / FIELD GUIDES
Build AI into real work.
Practical guides for choosing a first workflow, connecting the right context and keeping access, action and evaluation under control.
01 / Start here
- 01workflow · product strategy · embedded AIBring AI into the workflow, not beside it.A practical way to choose one useful workflow, embed AI in the software people already use and avoid building another empty chat surface.
- 02context · identity · permissionsA useful assistant starts with the situation.Identity, screen, live state and permissions change the right answer. Learn how to assemble the smallest useful context before generation.
- 03automation · human control · toolsAutomate the work. Keep the decision.Separate answers, guidance, proposals and execution. Give people a useful preview, a real checkpoint and a reliable recovery path.
- 04tickets · support · handoffTurn a vague request into a ticket someone can act on.Capture the missing context, preserve evidence and let the requester confirm a complete ticket before it enters the team’s queue.
- 05architecture · structured output · validationUse code for rules. Use models for judgment.A decision matrix for choosing code, regex, schemas, retrieval or model judgment without confusing valid structure with a true result.
- 06guardrails · autonomy · human controlAutonomy needs a boundary, a checkpoint and a way back.Combine hard policy, eligible tools, confirmation, recovery and evaluation traces so autonomy grows with evidence rather than confidence.
02 / Build it
- 01architecture · context · RAGDocumentation is not product context.Design the context contract that joins stable knowledge, live data, current screen, identity, permissions and eligible tools.
- 02retrieval · BM25 · rerankingHybrid retrieval: search broadly, rerank precisely.A practical retrieval pipeline using permission filters, BM25, vectors, fusion, deduplication, reranking and separate evaluation.
- 03tools · MCP · routingFive tools, fifty tools, five hundred: selection changes with scale.Use direct exposure for small catalogues, deterministic scoping at medium scale and retrieval plus reranking for large tool systems.
- 04security · permissions · MCPPermissions are not prompt instructions.Keep identity and access in the host application. Filter before generation, limit tools, recheck actions and prevent token or tenant leakage.
- 05QMD · local search · knowledgeLocal knowledge is a deployment choice, not a quality badge.Organise collections, add context, combine BM25 and vector search, rerank a small result set and evaluate the pipeline before calling it useful.
- 06state machines · XState · agentsModel the workflow before giving an agent a loop.Define states, legal transitions, guards, pauses and recovery while the host application remains responsible for execution.
- 07tool descriptions · schemas · routingGive the model a tool map, not an API manual.Map business intent to stable tool names, minimal schemas, aliases, negative boundaries and testable result semantics.
A WORKFLOW WORTH IMPROVING?
Scope the first one with us