Blueprint · SaaS

RAG Knowledge Assistant for a B2B SaaS Support Team

A blueprint for a cited, permission-aware assistant that shortens first response time for support agents.

Illustrative scenario. This shows how we would approach the problem. It does not describe a specific client, and the numbers are targets to validate in a pilot.

The situation

A SaaS support team answers from a help centre, internal wikis and old tickets. New agents take months to get fluent, and senior agents get interrupted constantly.

Our approach

  1. Ingest help docs, wiki pages and resolved tickets, with ticket PII removed
  2. Use hybrid retrieval with reranking
  3. Draft replies inside the helpdesk, each with citations
  4. Capture agent edits as feedback for the golden set
  5. Launch agent-facing first, customer-facing only after quality is proven

Typical stack

  • Hybrid search on PostgreSQL + pgvector
  • Reranker
  • Claude or GPT by evaluation
  • Helpdesk sidebar app
  • Langfuse tracing

What we would measure

MetricTarget approach
First response timeMeasure baseline, target 30%+ reduction
Draft acceptance rateTrack weekly, target above 60%
New agent ramp timeCompare cohorts

The lesson

Agent-assist first is the safer path. Human edits become your best evaluation data, and customer-facing launch stops being a leap of faith.

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We will adapt this blueprint to your systems and send back a rough scope.

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