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RAG Systems Explained: When to Use RAG vs Fine-Tuning for Business AI

A pragmatic guide to RAG vs fine-tuning for business AI: decision criteria, architecture, cost/latency trade-offs, a comparison table, and production checklists.

Updated February 18, 2026Need help shipping this? Explore Services

Why RAG (and why most chatbots fail)

Most “AI chatbots” fail because they:

  • answer without grounding (hallucinations)
  • lack access to your docs / tickets / database
  • can’t cite sources or explain the reasoning path
  • break under real-world constraints (latency, cost, privacy, access control)

RAG (Retrieval-Augmented Generation) solves this by retrieving relevant, up-to-date context and generating answers grounded in your data.

If you’re evaluating what to build, start here: Services (or Contact if you want to discuss your case).


The minimal RAG architecture

At a high level:

  1. Ingest: pull documents from sources (Drive, Confluence, Notion, DB exports, PDFs)
  2. Chunk: split into retrievable units
  3. Embed + index: store vectors + metadata
  4. Retrieve: semantic + keyword/hybrid search
  5. Re-rank: improve relevance (cross-encoder or LLM-based)
  6. Generate: answer with citations + guardrails

Chunking: the highest-leverage decision

Chunking is a product decision as much as a technical one.

Good chunking rules of thumb:

  • chunk by structure (headings, sections, Q/A), not by raw character count
  • keep metadata (doc title, section path, timestamps, ACL)
  • store source URLs so you can cite and deep-link

Retrieval patterns that hold up in production

Hybrid search

Use a blend of:

  • BM25 / keyword search (great for exact phrases, IDs)
  • vector search (great for meaning)

Re-ranking

Re-ranking is how you turn “okay” retrieval into “trustworthy” retrieval.


Guardrails: make answers safer and more useful

  • Citations: show which sources were used
  • Refusal mode: “I don’t know based on available docs”
  • Follow-up questions: ask for missing context
  • Access control: enforce per-user permissions at retrieval time

Evaluation (how to know it works)

Measure:

  • retrieval quality (recall@k, MRR)
  • answer correctness (graded tests)
  • citation accuracy
  • latency + cost

Next steps

Want a fast, pragmatic assessment of your data + use case? Let’s talk.

Want this implemented end-to-end?

If you want a production-grade RAG assistant or agentic workflow— with proper evaluation, access control, and observability—let's scope it.