Agentic RAG: Interacting with Enterprise Knowledge

Agentic RAG in elDoc goes beyond traditional Retrieval-Augmented Generation (RAG). Traditional RAG primarily retrieves relevant information from enterprise content and uses it to generate a contextual answer. Agentic RAG adds reasoning and agentic capabilities, enabling AI to determine how to approach a request, search across relevant authorized information, analyze multiple documents, connect information from different sources, and produce a more complete response.

With Agentic RAG, users can ask questions in natural language to:

  • Search and retrieve information across enterprise knowledge.
  • Analyze information from multiple documents and sources.
  • Compare documents, agreements, versions, or data.
  • Summarize large volumes of enterprise content.
  • Identify relationships, inconsistencies, and relevant information across documents.
  • Perform more complex cross-document research and reasoning.
  • Generate answers grounded in authorized enterprise knowledge.

Where is Agentic RAG Available?

Agentic RAG can be accessed from two areas of elDoc:

Main Interface – AI Chat: Provides a central entry point for enterprise-wide knowledge enquiries, retrieval, analysis, and cross-document research. Depending on the configuration, users can select from the LLM models made available by the administrator.

AI File Management – AI Chat & AI Agents: Provides Agentic RAG within the context of File Management and extends it with AI Document Agents. In addition to asking questions and analyzing documents, users can instruct AI Agents to perform actions such as classifying documents, extracting information, renaming files, reorganizing folders, creating or editing documents, validating information, and performing deeper document research.

Access & Security

Before using Agentic RAG, administrators should ensure that users have the appropriate access rights and permissions for the relevant documents and content. Permissions are configured within the respective elDoc modules and determine which enterprise information each user is authorized to access.

Important: Agentic RAG respects existing elDoc access controls. AI Chat does not provide unrestricted access to indexed enterprise knowledge—it can retrieve, analyze, and work only with content the individual user is authorized to access.

Tip: Use the Main AI Chat for general enterprise knowledge enquiries and cross-document research. Use AI Chat & AI Agents within the AI File Management Module when working with specific files or when AI needs to perform document-related actions.