EventIntro to Cascading Retrieval: Boost RAG and search precision by up to 48%Learn more

Mark Kashef is the CEO of Prompt Advisers, an AI automation agency.

Generative AI is full of potential, but turning that potential into something practical can be tricky.

It’s one thing to talk about Retrieval-Augmented Generation (RAG) as a concept, but building systems that deliver results, reliably and at scale, is a much different challenge.

At Prompt Advisers, we’ve worked on enough generative AI projects to know where the pain points are. Whether it’s figuring out the best way to process documents, managing client concerns about security, or just dealing with the sheer variability of RAG setups, there are always obstacles to overcome. And these obstacles show up early—long before you’re talking about a production-ready solution.

Pinecone Assistant has become one of the tools we rely on to smooth out these bumps in the road. It simplifies the process, gives us a way to demonstrate real results quickly, and helps bridge the gap between idea and implementation for our clients.


The Challenges of Building RAG-Based Systems

The hardest thing about building with RAG is that there’s no universal blueprint.

Every project is different, and the challenges often depend on the data you’re working with, the use case, and how much time and budget the client is willing to invest.

Many clients we work with come to us with big goals but limited clarity about how to get there.

They want a system that feels intuitive—upload their documents, ask questions, and get answers they can trust. But behind that simplicity are a host of technical questions:

  • How do you chunk documents in a way that makes sense for the retrieval engine?
  • What kind of embeddings will give you the best balance between precision and recall?
  • How do you manage vector data at scale, ensuring it stays fresh and accurate without creating chaos in the system?

Beyond that, there’s the issue of maintaining flexibility. AI tools evolve quickly, and frameworks that seem cutting-edge today might be obsolete six months from now. Clients don’t want to feel trapped in a system that’s overly rigid or too dependent on custom code.

And then there’s trust—arguably the biggest challenge of all. Generative AI can feel like a black box, and clients need reassurance that the answers they’re getting are grounded in real data, not fabricated by the model.

Sourcing where all parts of a response are coming from is paramount.

These are the kinds of questions we’re dealing with every day, and for us, Pinecone Assistant has become an essential part of answering them.


A Smoother, Faster Path from Concept to Testing

One of the reasons Pinecone Assistant works so well for us is its ability to eliminate the friction in early-stage projects.

Here’s a typical scenario: a client wants to know whether a generative AI solution will work for their use case. Maybe they’re in legal services, looking to analyze large contracts, or in finance, trying to extract insights from dense reports. Either way, they need a proof of concept, and they typically need it quickly.

With Pinecone Assistant, we can go from an initial conversation to a working prototype in record time. The fact that it allows both frontend file uploads and backend programmatic integrations means we can meet the client where they are—whether they’re hands-on or just want to see results.

In one recent case, we helped a client connect their document storage system to Pinecone Assistant. They were dealing with files spread across S3 buckets, Azure storage, and Google Drive, and they needed a way to search them for specific answers. In the past, this kind of setup would’ve taken weeks of custom development. With Pinecone, we had it running in days.

The ability to process documents securely, embed them dynamically, and show clients the results in real time is invaluable. It’s not just about speed; it’s about building confidence early in the process.


Expanding on Pinecone Assistant's Game-Changing Citation API

One of the standout additions to Pinecone Assistant is its Citation API, which has transformed the way we deliver not just accurate answers but transparent, traceable ones. This feature is especially valuable in fields where trust and accountability are paramount—whether we’re working with legal, academic, or enterprise clients who need more than just answers; they need proof.

Here’s how this feature is leveling up our work at Prompt Advisers:

  • Structured Citations for Transparency: Clients can now see exactly where answers are coming from. Metadata like the file name, timestamp, page number, or highlighted text is returned alongside responses, making it easy to verify and cross-check the information.
  • Custom Formats for Flexibility: The citations returned by the Chat API let us customize how references are displayed, whether as footnotes, sidebars, or inline elements. For example, we’ve used real-time citation streaming in chat-based applications, helping clients immediately trust the assistant’s outputs.
  • Metadata Filtering for Precision: We can fine-tune results by filtering for metadata like file types or dates, ensuring responses are not just accurate but targeted.
  • Enhanced Privacy: For sensitive industries, the ability to manage and obfuscate references while still providing grounding is invaluable.

This API has fundamentally changed how we build trust into the systems we deliver, enabling us to present not just answers but a clear lineage of where they came from.

Making AI Understandable for Clients

A big part of what we do at Prompt Advisers is helping clients make sense of what can feel like an overwhelming landscape. AI, and RAG in particular, isn’t always intuitive—and when clients don’t understand how something works, it’s hard for them to trust it.

This is where Pinecone Assistant really shines. By simplifying things like document chunking, embedding, and retrieval, it allows us to focus on outcomes instead of processes. Most clients don’t need to know how embeddings are calculated or why certain chunking strategies work better than others; they just need to see that the system is delivering reliable, grounded answers.

The Assistant’s Evaluation API has been particularly useful here. It provides us a way to measure how well the system is performing against the ground truth and share those results with clients. It’s not just about telling them that something works—it’s about showing them why it works, with metrics to back it up.


From POC to Production: Scaling Without the Pain

Once we’ve shown that a RAG system can meet a client’s needs, the next step is scaling it up.

This is often where traditional approaches start to run into problems. Managing vector data at scale, dealing with outdated or inaccurate information, and ensuring the system stays cost-effective are all major challenges.

With Pinecone Assistant, a lot of these issues are either simplified or eliminated entirely. The ability to easily delete and reprocess vectors, for example, means we don’t have to worry about stale or deprecated information clogging up the system. And the fact that it’s built on serverless infrastructure means we can scale without constantly worrying about resource management.

More importantly, the Assistant’s simplicity allows us to integrate it seamlessly into client workflows. Whether it’s building custom GPTs, automating file uploads, or creating APIs that connect to existing systems, the flexibility it offers has been a game-changer.


Why This Matters

For us, Pinecone Assistant isn’t just a tool—it’s a way to de-risk generative AI projects.

By making it easier to test ideas, iterate quickly, and scale effectively, it allows us to deliver real value to clients without the usual uncertainty.

At Prompt Advisers, we pride ourselves on delivering solutions that work in the real world.

Assistant has become a key part of how we do that, and it’s helped us turn what could be a daunting process into something approachable, efficient, and reliable.

For any organization thinking about diving into generative AI, this is where the conversation starts: What are your goals, and how do we make them real? Pinecone Assistant has made answering those questions simpler—and faster—than ever before.

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