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CAIO’s Guide to Building Safe Knowledge Agents

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Ankur Gupta

Director for Data Governance and AI Products at Securiti

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This post is also available in: Brazilian Portuguese

AI is rapidly moving from test cases to real-world implementation like internal knowledge agents and customer service chatbots, and a PwC report predicts 2025 will bring exponential AI growth.

As organizations rush to embrace the AI revolution on a large scale, they encounter several issues across technological, operational, and regulatory levels. Despite enterprise AI leadership's efforts to strategize the shift to a new AI era, two critical questions remain:

  • How do you quickly extract value from your unstructured and structured data through AI to gain a competitive advantage?
  • And how do you scale AI adoption while ensuring security, privacy, and compliance?

Enterprise AI leaders responsible for driving AI strategies include Chief AI Officers (CAIOs),  Chief Data and Analytics Officers (CDAOs), Chief Technology Officers (CTOs), and Chief Information Officers (CIOs). These leaders, especially CAIOs, are under tremendous pressure to deliver AI innovation fast. This blog explores the key challenges they face and how Gencore AI can help address them.

The Enterprise AI Challenge Landscape

A BCG report states that 74% of companies struggle to achieve and scale value in enterprise AI adoption. The successful AI implementation requires addressing a number of interconnected challenges across multiple organizational layers. Let’s begin with end users.

End User Expectations

End users increasingly expect personalized answers from enterprise knowledge agents with clear source citations. In addition, they want strong safeguarding of the data they share. From the strategic standpoint, this translates into the following three critical concerns.

  1. The enterprise AI systems must be fully permissions-aware, honoring existing entitlements at the user level.
  2. Intelligent data quality controls, multi-stage retrieval reranking, and policy-aligned response monitoring must be in place at various points to ensure response accuracy.
  3. An intuitive, seamless end-user experience must be delivered through trusted messaging apps, embeddable widgets, web portals, or APIs.

AI Implementation Team Requirements

The AI implementation team is expected to rapidly integrate enterprise AI systems into the existing ecosystem. They are also expected to handle quick scaling, provide continuous security monitoring, and ensure effective governance. To fulfil these requirements, the tool selection must prioritize the following three key capabilities.

  1. Rapidly deploy enterprise knowledge agents with modular, reusable AI building blocks.
  2. Effortlessly sync with proprietary data and controls from hundreds of data systems.
  3. No-code, low-code, and API-based flexible programmatic interface for easy setup.

Security Team Concerns

Security professionals must protect data, AI models, and infrastructure from breaches, adversarial attacks, and unauthorized access while ensuring compliance with evolving regulations. To ensure completely safe enterprise AI systems, the AI security team must focus on four key areas.

  1. User entitlement enforcement, sensitive data controls, and review of user access to data via prompts.
  2. Data security and privacy controls at the data ingestion and user consumption layers.
  3. Full provenance, lineage, and visibility of data flow for each file, data object, and applicable controls.
  4. Enforcement of OWASP Top 10 for LLMs and compliance for all enterprise AI systems.

Key Considerations for Building Safe Knowledge Agents

To enable safe knowledge agents with proprietary data at scale, four key considerations have to be accounted for.

  • Easy AI Implementation and Scaling: Deploy multiple knowledge agents rapidly by securely connecting diverse unstructured and structured data sources to any GenAI models.
  • Embedded  Governance and Security: Protect your knowledge agents with a comprehensive OWASP-compliant security framework that safeguards data throughout ingestion, honors source entitlements, and protects AI interactions with distributed, conversation-aware prompt, response, and retrieval firewalls.
  • Complete AI Visibility and Monitoring: Gain unprecedented transparency with Data Command Graph that maps relationships between data objects, files, permissions, AI models, and knowledge agents for granular provenance tracking.
  • Continuous Adaptation for Regulatory Readiness: Stay compliant with evolving global AI regulations, including the EU AI Act and NIST AI RMF.

Gencore AI: A Holistic Solution for Building Safe Knowledge Agents

Enterprise organizations want to extract value from their data through AI to gain competitive advantage. Building AI-based knowledge agents at scale with a variety of open-source point products is cumbersome and hard to maintain. It is also challenging to safely connect to a wide range of unstructured and structured data systems while ensuring proper controls and governance throughout the AI pipeline.

Gencore AI enables CAIOs to build safe, enterprise-grade knowledge agents in minutes, leveraging their proprietary data across various systems and applications.

At its core, Gencore AI offers the following building blocks to quickly deploy safe knowledge agents across various departments:

Building Block of a Safe Knowledge Agent

Features & Functionalities 

1. Data Selection & Ingestion Safely ingest data using hundreds of native connectors. Define data scope and automatically learn enterprise controls, including access entitlements, for later application at the AI usage layer.
2. Data Classification & Sanitization Classify and redact sensitive data on-the-fly, ensuring privacy and compliance before AI model ingestion.
3. Data Vectorization Create custom embeddings with metadata for vector databases using an embedding model of your choice, preparing enterprise data for LLM use.
4. LLM Selection Select from a wide range of LLM models to build an AI system that aligns with the business goals and operational requirements for a specific use case.
5. LLM Firewalls Protect AI interactions with natural language conversation-aware firewalls. Implement policies to block attacks, prevent data leaks, and maintain corporate alignment.
6. AI System Provenance Visualize sensitive data flow and generate audit trails. Map interrelations between data, AI models, entitlements, AI agents, and governance controls.

Implementation Roadmap for CAIOs

While 49% of tech leaders say AI is integrated into their business strategy, only around 30% have successfully put AI into action, highlighting the need for a clear implementation direction. Here's a practical roadmap for implementing AI effectively and safely:

  1. Assess Your Current State: Evaluate your existing data systems, security controls, and AI initiatives. This will help you identify the implementation opportunities and security gaps.
  2. Prioritize High-Value, Lower-Risk Use Cases: Begin with cases that offer substantial business impact with manageable security considerations. Focus on areas in your organization where AI can drive efficiency, improve decision-making, or enhance customer experiences.
  3. Implement with Built-in Safeguards: Choose comprehensive solutions like Gencore AI that embed safety and transparency with:
    • Permission-aware responses with source citations.
    • Automated sensitive data detection and redaction prior to ingestion into AI models.
    • Runtime governance with distributed, conversation-aware prompt, response, and retrieval firewalls.
    • Full audit trails tracking data lineage and 360-degree observability.
    • Preservation of existing access controls and entitlements.
  1. Measure, Optimize, and Refine: Regularly track agent performance and security metrics. Use insights from AI monitoring to fine-tune your approach and improve agent efficiency. At this stage, you can also evaluate if your AI strategy continues to meet business goals and refine it iteratively.

The Path Forward

As you begin thinking about building internal and external knowledge agents, ask yourself:

  • Are critical business insights trapped in your unstructured and structured data, causing you to miss valuable opportunities?
  • Is unsecured sensitive data exposing your organization to costly data breaches and compliance violations?
  • Can your current infrastructure effectively monitor AI systems and trace data throughout your organization?

With enterprise AI shifting from experimentation to mainstream adoption, organizational success depends on treating innovation and security as complementary priorities and not conflicting. Comprehensive solutions like Gencore AI help CAIOs balance these needs by addressing the challenges of end users, AI teams, and security professionals.

Take the next step now. See safe enterprise AI in action - request your personalized Gencore AI demo today.

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