Choosing a RAG setup for an enterprise SaaS AI assistant

The goal is to build an inside a business SaaS product that can work across many company data sources. Users can upload PDFs and database files, and the product also connects to QuickBooks, , and CRMs. A basic RAG setup that only answers simple facts is not enough.

The system should reason through business questions, give advice for decisions, and still keep answers tied to evidence and citations. The main design questions are which , tools, and evaluation metrics fit this kind of enterprise system when using the and LangChain.

Key points

  • The SaaS product needs to handle PDFs, database files, QuickBooks, , and CRM data.
  • The goal is advice and reasoning, not just simple fact lookup.
  • Answers need evidence, citations, and against .
  • The setup uses the and LangChain.
  • Evaluation metrics are needed to check answer quality and .
Read original