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July 2026 brought another wave of “chat with your docs” tools. The differentiator was indexing hygiene and citation quality, not model size.
For the first pilot, index only a golden folder of about fifty current SOPs. Indexing the whole stale archive produces confident wrong answers.
Every answer needs a clickable source; without citations, a knowledge assistant is more dangerous than helpful for managers.
Name a content owner: who updates documents and who removes obsolete ones from the index. The model is not a substitute for knowledge ownership.
Manager action: Curate a golden folder of ~50 current SOPs; index only that for the first RAG pilot.
