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RAG and Document Library

Ordify AI is a no-code multi-agent platform with built-in RAG capabilities. The Document Library is your central hub for managing documents, enabling Retrieval Augmented Generation (RAG), and collaborating with your team.

What is RAG?​

RAG (Retrieval Augmented Generation) is a technique that enriches AI agents with additional knowledge without requiring extensive retraining. Once you add documents to your personal RAG repository, you can access this information in Chat, through the RAG tool, or selectively integrate different documents into your agents' knowledge base.

Instead of relying solely on the AI's training data, RAG allows your agents to:

  • Access up-to-date information from your documents
  • Reference specific company knowledge, policies, or procedures
  • Answer questions based on your proprietary content
  • Maintain context from your organization's documents

Document Library Overview​

The Document Library provides a comprehensive file management system where you can organize, share, and manage documents for use with Ordify AI agents.

Document Library Interface

Managing Files and RAG​

File Organization​

The Document Library supports a folder-based organization system:

  • My Folders: Your personal document collection, organized in folders you create
  • Organization Folders: Shared folders accessible across your entire organization
  • Shared with me: Documents and folders that others have shared with you

RAG Management​

Each document in the library can be individually managed for RAG:

  • RAG Indicator: Documents enabled for RAG display a blue "RAG" icon
  • Selective Integration: You can choose which documents to include in your agents' knowledge base
  • Per-Agent Control: Different agents can access different sets of documents based on their needs

This granular control allows you to:

  • Keep sensitive documents private while sharing others
  • Provide agents with only relevant knowledge for their specific tasks
  • Update agent knowledge by simply adding or removing documents from RAG

Adding Documents​

Upload from Your Computer​

  1. Click the "+ Upload to My Folders" button
  2. Select files from your computer
  3. Files are automatically added to your personal folders
  4. Enable RAG for documents you want agents to access

Add from Google Drive​

  1. Click the "Add from Google Drive" button
  2. Authenticate with your Google account
  3. Select documents from your Google Drive
  4. Documents are imported into your Document Library
  5. Enable RAG for imported documents as needed

This integration makes it easy to bring existing documents from Google Drive into Ordify without manual downloads and uploads.

Sharing and Collaboration​

Ordify is designed for team interaction with AI, where you can share inputs and outputs with your team, not just individually.

Sharing Folders​

  • Organization Folders: Create folders that are automatically accessible to all members of your organization
  • Team Collaboration: Multiple team members can access and contribute to shared folders
  • Centralized Knowledge: Build a shared knowledge base that all team members and agents can access

Sharing Files​

  • Individual Files: Share specific documents with team members
  • Bulk Sharing: Share entire folders with your organization
  • Access Control: Control who can view, edit, or manage shared documents

Team AI Interaction​

The Document Library enables collaborative AI workflows:

  • Shared Context: When team members use AI agents, they can leverage the same shared documents
  • Consistent Knowledge: All agents across your organization can access the same organizational knowledge
  • Collaborative Inputs: Team members can contribute documents that enhance everyone's AI interactions
  • Shared Outputs: AI-generated content and insights can be saved back to shared folders for team access

Using Documents with Agents​

In Chat​

Access your RAG documents directly in chat conversations:

  • Ask questions about your documents
  • Reference specific information from your library
  • Get answers based on your organization's knowledge

In Agents​

Integrate documents into your custom agents:

  1. Select documents from your library
  2. Assign them to specific agents
  3. Agents automatically use these documents to provide accurate, context-aware responses
  4. Update agent knowledge by modifying document assignments

RAG Tool​

Use the RAG tool to:

  • Search across all your enabled documents
  • Retrieve specific information on demand
  • Combine document knowledge with real-time AI capabilities

Best Practices​

  1. Organize by Purpose: Create folders for different departments, projects, or knowledge areas
  2. Enable RAG Selectively: Only enable RAG for documents that are relevant to your agents' tasks
  3. Keep Documents Updated: Regularly update shared documents to ensure agents have current information
  4. Use Organization Folders: Leverage organization folders for company-wide knowledge that all agents should access
  5. Share Strategically: Share documents with team members who need access, maintaining appropriate access controls