Why a separate data layer
Most companies feed documents to AI like this: Each team builds its own retrieval for its own agent, documents are copied into many places, and nobody knows which version is current. When an agent answers wrongly, nobody knows where it went wrong. EDP changes that:How it differs from building RAG per agent
The quickest way to tell them apart: Agents do the work. EDP is the company library - Where documents are organized, kept current, and lent to the right people.
Five building blocks
Data ingestion and Knowledge are the foundation - Without clean documents, every answer downstream is wrong. Quality, Connection and Administration are what bring that knowledge into real operations.1. Data ingestion
Upload files or whole folders into a Data source - PDF, DOCX, XLSX, PPTX, TXT, MD, HTML. The folder tree is preserved and becomes filterable metadata. The pipeline picks a method per file type: DOCX split by headings, scanned PDFs get OCR automatically, spreadsheets split by rows with column headers kept.2. Knowledge
A Knowledge base groups one or more sources into something agents can search. Each KB has its own embedding model, retrieval method (Vector, BM25 or Hybrid + rerank) and endpoints. For example: A “Legal documents” KB turns on only return documents in effect; an “Accounting procedures” KB turns on expand to parent chunk so the agent receives a whole Article instead of half a sentence.3. Quality
Retrieval test shows exactly which passages an agent will receive - The first thing to check when an agent answers wrongly. Quality evaluation keeps a golden question set for checking a KB, and shows the questions agents ask that the KB cannot answer yet.4. Connection
Every KB has its own MCP URL and REST URL. Agents connect with OAuth (the user signs in and the agent reads with that user’s own permissions) or with an API key issued for that KB.5. Administration
A metadata schema shared across the workspace, member roles, and ownership transfer when someone leaves.Key concepts
Who EDP is for
Where to start
1
Create a data source
Go to Data sources and upload a folder of business documents. Keep the folder tree so you can filter on it later.
2
Create a knowledge base
Select the new source, keep the Automatic per file pipeline, and write a description telling agents when to call this KB.
3
Test retrieval
Ask the questions real users will ask and check the returned passages before handing the KB to an agent.
4
Connect an agent
Copy the KB’s MCP URL into your agent, sign in with OAuth or issue an API key - The agent starts searching right away.