The RAG Knowledge Base Prep Checklist
The 23-step cleanup that turns your messy docs and FAQs into a knowledge base your AI agent can answer from without hallucinating.
Most AI agents fail not because the technology is wrong, but because the documents feeding them are a mess. Outdated pricing, contradictory FAQs, walls of text with no structure: the agent pulls the wrong chunk and confidently states something false. This checklist walks you through the 23 prep steps that fix the source problem before your agent ever goes live.
- Audit and Inventory Your Source Documents
- Fix the Content Itself
- Structure Your FAQs for Retrieval
- Prepare Your Documents for Chunking
- Add Metadata and Source Tracking
- Test Before You Go Live
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You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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