WhizCloud
APPLIED AI

RAG & Knowledge

We build retrieval-augmented systems that answer with citations from your permissioned data, in self-hosted or hosted model deployments.

The Problem

Where the operational bottleneck appears

  • General-purpose models do not know your internal CRM records, policy documents, or listing data. Teams end up copying data into public chat tools, which introduces governance and confidentiality risk.
  • Even when an answer sounds fluent, it may not be grounded in source material. In regulated or customer-facing workflows, an uncited answer that is partially wrong can create support rework and compliance exposure.
  • The real bottleneck is controlled access: teams need one system where each user only retrieves documents they are allowed to read, without duplicating permission logic in every frontend.
Our Approach

We build RAG systems where retrieval is the center of the architecture, not an afterthought. Source data from your CRM, docs, listings, and internal knowledge stores is ingested, chunked, embedded, and indexed so the model receives relevant context at answer time. The LLM response is grounded in retrieved chunks and returned with citations, so users can verify exactly where each claim came from. For sensitive workloads, we deploy fully self-hosted stacks with open-source models served through Ollama on private infrastructure, keeping data inside your environment end to end. For teams that can use hosted frontier models, we keep the same retrieval and permissioning discipline while integrating with provider APIs. Access control is enforced at retrieval time per user role, which prevents unauthorized chunks from ever reaching the prompt. That architecture makes the system safer and easier to audit than UI-only permission checks.

Architecture
graph LR
  S["Source Documents (CRM/Docs/Listings)"] --> I["Ingestion & Chunking"]
  I --> E["Embedding Model"]
  E --> V["Vector Store"]
  V --> R["Retriever (permission-filtered)"]
  R --> M["LLM (self-hosted or hosted)"]
  M --> A["Answer with citations"]
  A --> U["User"]

Permission filtering at the retriever ensures unauthorized chunks never enter the prompt context. We choose self-hosted or hosted models by balancing data control constraints against capability, latency, and operating complexity.

Tech Stack

Stack selected for this delivery pattern

Python
LangChain
Vector database (pgvector / Qdrant / Chroma)
Ollama for self-hosted model serving where required
OpenAI/Gemini APIs for hosted deployments
PostgreSQL
Next.js/NestJS for the application layer
Example In Practice

In practice: For a real-estate lead-qualification workflow, we deployed a fully self-hosted language model stack so conversation data never left private infrastructure. Open-source models were served through Ollama behind internal endpoints, and retrieval was grounded in listing and policy data used by the operations team. Each user role had permission-filtered retrieval, so agents could only pull records they were explicitly authorized to access. Responses returned citations to the exact source chunks, which made quality review and audit straightforward for team leads. The result was a generative interface that could answer operational questions on sensitive customer data without requesting a compliance exception for third-party model APIs. Instead of blocking AI adoption because of data-governance constraints, the team moved forward with a controlled deployment model and clear access boundaries. The same architecture also made it practical to test hosted model options later, since retrieval, permissions, and application contracts were already standardized.

FAQ

Service-specific answers

Yes — we regularly deploy fully self-hosted stacks (open-source models, private vector store) when data can't leave your environment.

Answers are grounded in retrieved source chunks with citations; we tune retrieval and prompting to have the system say "I don't know" rather than guess when nothing relevant is retrieved.

No — retrieval is permission-filtered per user or role, not just the chat UI.

Commonly paired solutions