RAG, Memory & Context

Agents and Retrieval Methods

Last updated 2026-07-31

What's new

2026-07-31
  • Agents (AI tools that help with tasks) are now being designed to serve groups, not just individuals, like a family or friends, which presents new challenges.
  • An example agent, Judith, has been tested in group settings for 8 months, handling tasks like organizing events and preserving privacy in conversations.
  • Group agents need special features, like a "guard" (security system) called Jetou, to protect against attacks and manage memory, as they interact with more data than single-user agents.
  • These agents can also learn and adapt over time, like helping a child learn and tracking their progress, showing potential for long-term group use.
2026-07-25
  • Companies are using AI "agents" (computer programs that can make decisions and perform tasks) to automate processes like opening bank accounts, but they face challenges in accessing and managing the right data.
  • To solve this, experts suggest creating a "shared substrate" (a common foundation) with three pillars: a business-facing "ontology" (a simple map of key concepts in the organization, like customers and accounts), a technical "ontology" (a detailed map of all data sources and their structures), and "runtime signals" (traces of what the agents try and their outcomes).
  • This approach helps avoid repeating work, improves data trust, and enables learning across agents, making AI automation more efficient and effective.
2026-07-22
  • **Retrieval-Augmented Generation (RAG)** (a method where AI retrieves relevant documents before answering) is crucial for connecting AI tools like Claude (a type of AI assistant) to other systems, improving answer accuracy with up-to-date, relevant data.
  • **Chunking** (breaking documents into smaller pieces) is key for effective retrieval, with methods like semantic embedding (grouping similar meanings) and BM25 (matching exact words) used to balance meaning and precision.
  • **Hybrid retrieval** (combining semantic and keyword searches) ensures both meaning and exact language are considered, while **reranking** (reviewing and reordering results) improves the quality of final evidence.
  • **Contextual retrieval** (adding source context to chunks) preserves meaning, and **security** is emphasized by avoiding giving untrusted access to sensitive data simultaneously.
2026-07-19
  • AI tools like GitHub Copilot and Open Claw (software that writes code for you) are getting better at tasks like coding, thanks to their built-in knowledge (intrinsic knowledge) and reasoning abilities.
  • Microsoft's Foundry (a platform for building and managing AI tools) offers thousands of models (pre-trained AI tools) to help you build AI-powered agents (AI tools that can perform tasks for you).
  • Microsoft IQ (a set of tools for connecting AI tools to your organization's data) helps AI tools access and use your organization's data, like documents, emails, and analytics (data analysis tools like Power BI).
  • AI tools are evolving to use more sophisticated systems (context engineering) to retrieve and use data, moving from simple data sets to company-wide data and from basic search to complex retrieval systems.
2026-07-13
  • Developers are shifting from coding to designing systems, using AI tools like Claude (a chatbot assistant) and GitHub Copilot (a code suggestion tool) to help with tasks.
  • AI tools have evolved to the point where they can handle many coding tasks, allowing developers to focus on higher-level design and management.
  • A new workflow is proposed, starting with a command-line interface (CLI, a text-based way to interact with your computer) to manage tasks like issues and pull requests (PRs, a way to contribute to a project), then moving to an editor for more detailed work.
  • Developers are now using AI agents (automated tools that can perform tasks) to build and fix features, often using natural language prompts instead of writing code directly.

Key points

What it is

  • An AI agent is a set of instructions, tools, and memory that can do real work like writing code or debugging, not just demos.
  • It uses a structured library of information (like a design guide) to make consistent decisions, similar to how humans learn.
  • Agents are non-deterministic, meaning they can handle unexpected situations and adapt, unlike simple workflows that always give the same output.
  • They can complete long tasks by solving smaller problems along the way, but their work isn't perfect.

How to use it

  • Start with clear instructions for the agent, defining its task and the tools it can use, but don't overwhelm it with too many options.
  • Use iterative retrieval, where the agent searches, learns from the results, and searches again to refine its understanding, like using a library card catalog.
  • Give the agent multiple search tools for different types of questions, like a wide overview search for broad questions and specific tools for exact lookups.
  • Always define what "done" looks like for the agent to prevent it from overcomplicating things or wasting time.

Watch out for

  • Avoid using chunk-based retrieval on tabular data, as it might miss the actual answer by pulling irrelevant pieces of information.
  • Be cautious when giving an agent many skills, as it might struggle to choose the right one or combine results coherently.
  • Check the agent's results, as a specialized tool can produce confident but wrong answers, and iterate to improve its performance.

Tools named

  • Claude (an AI assistant), ChatGPT (an AI chatbot), Mixedbread AI (an AI platform), vector DB (a database storing data as mathematical vectors)

Lesson 1: What is Agents and Retrieval Methods and why it matters

An AI agent is simply a folder containing three things: instructions (a prompt or skill), a way to access tools, and a system for memory. That’s it. When you combine these and give the agent the right tools, you get reliable, repeatable output. Agents are not just demos anymore—they can complete real long-horizon work, such as writing code, running experiments, debugging failures, and producing useful results autonomously. Managing agents is like managing people; the better you communicate expectations, the better the outcome.

Retrieval methods are how the agent accesses the information it needs. You don’t actually build agents—you build the information hierarchy (a structured library of documents and definitions) that the agent reads. For example, you document your design language: “a primary button is blue and has this shape.” When an agent reads that hierarchy, it can make consistent decisions. Humans learn best when information is organized, and AI learns best the same way. You can build this structure once, point any AI at it (Claude, ChatGPT, etc.), and that AI becomes your agent.

This matters because agents now do meaningful work, not perfect work, but work that solves pieces of a problem across longer task chains. Knowing when to use an agent versus a simple deterministic workflow (where the same input always yields the same output) is essential. Agents are non-deterministic—they can handle edge cases and adapt. By building a clear information hierarchy and using retrieval methods to feed it to your agent, you create reusable intelligence that scales across any AI tool you adopt tomorrow.

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Lesson 2: How to use Agents and Retrieval Methods: step-by-step

To use agents (automated AI assistants that complete tasks) and retrieval methods (ways to fetch relevant information) well, start with clear instructions. An agent works best when you define its core brief—like a skill in Claude or ChatGPT—for a specific recurring task. The agent then calls the right search tools with correct parameters; too many parameters make this hard for the agent.

For retrieval, move beyond a single vector DB (database storing data as mathematical vectors) call. Use iterative retrieval, where the agent searches, learns from results, and searches again. This creates a kind of index, like a library card, that helps the agent fetch only what it needs. Hanna Lichtenberg from Mixedbread AI built an agent with four main search tools, including a wide overview search that retrieves up to 50 chunks (pieces of content). This keeps the agent precise, fast, and cheap.

A good example: if you want to search for "movies with animal superheroes," a simple search might miss results. An agent using iterative retrieval understands the intent and searches more effectively. Start with a simple single query, then layer in iterative loops as tasks grow complex. The key lesson: retrieval is no longer a one-time call—agents must understand what they search and search to understand more. Always treat the AI as your skilled assistant, and keep instructions focused.

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Lesson 3: Best practices and pitfalls

A common mistake when building agents (AI programs that perform tasks for you) is not defining what done looks like. Agents need a clear finish line; otherwise they keep looping, overcomplicate things, or waste time on simple answers.

A useful retrieval (finding relevant information) strategy is to give the agent multiple search tools rather than committing to one approach. For example, an agent can have an overview search (a wide semantic search pulling up to 50 chunks) for broad questions, and more specific tools for exact identifier lookups versus conceptual searches across documents. This balanced set of tools gives you a low floor and high ceiling. If you don't know your agent's query behavior yet, start with a general-purpose tool, then log its behavior to refine later.

A key pitfall is using chunk-based retrieval on tabular data. If you ask “what week had the highest sales,” the agent searches for “highest sales” and may pull back irrelevant chunks, missing the actual answer. Train the agent to choose the right tool for the data type.

When you give an agent many skills, it creates another problem: choosing the right one and combining results. For instance, separate agents searching for hotels, flights, and locations may return contradictory answers. You need a harness that ensures results combine coherently.

Finally, remove contradictions, compress useful lessons, and prevent the agent from filling up with old or messy information. A specialized tool can produce an answer that looks confident but is wrong, so always check results. Best practice: iterate, log behavior, and use retrieval rewards to optimize tool choice and query quality.

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