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Fine-Tuning Guide: Building Retrieval-Augmented Chatbots

A practitioner playbook for shipping enterprise-ready assistants. Use it to align stakeholders, scope ingestion work, and harden deployment pipelines across Azure, AWS, or Google Cloud.

Updated December 2024Authored by finetuned Solutions45 minute read

Inside the playbook

  • Discovery worksheets that benchmark data readiness, governance controls, and ROI candidates.
  • Implementation templates for ingestion pipelines, embedding strategies, and evaluation loops.
  • Operational runbooks covering drift alerts, redaction, and cross-team incident management.
Data Intake
Catalog sources and harmonise formats early.
Mappings for unstructured repositories, knowledge bases, and transactional systems.
Data quality scorecard with thresholds your team can adapt.
Security & Compliance
Embed controls that satisfy auditors on day one.
Framework mapping for SOC 2, HIPAA, GDPR, and regional privacy acts.
Access control blueprint covering RBAC, audit logs, and zero-retention modes.
Deployment Patterns
Choose infra that balances cost, latency, and control.
Side-by-side comparison of managed, hybrid, and air-gapped hosting options.
Automation checklist for blue/green rollouts and canary evaluation.
How teams are using it
Sample roadmaps adapted from the guide.

90-day launch

  • Legal firm ingestion pilot scoring confidentiality tiers.
  • Automated evaluation harness comparing retrieval recall weekly.
  • Success metrics tied to research team response times.

Hybrid on-prem delivery

  • Healthcare deployment with PHI redaction at the edge.
  • Fine-tuning loop orchestrated through Azure ML pipelines.
  • Quarterly governance reviews with compliance stakeholders.

Want walkthrough support? Our team can facilitate the discovery sessions and tailor the assets to your workflows.

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