RetrievalGate

Technical walkthrough

From your corpus to a retrieval decision.

A bounded offline experiment: parse the documents, evaluate the same questions against realistic retrieval configurations, and compare the evidence before changing production.

01

01 · Prepare the evidence

Upload text PDFs, Markdown, TXT, CSV, JSON or JSONL. Each file can be up to 4 MB; an audit accepts up to 50 selected files and 25 MB in total. Scanned PDFs need OCR before upload. CSV rows and JSON records become separate source documents. Choose exactly which versions belong to a run; later uploads do not change that selection.

02

02 · Define the questions

Supply evaluation.csv with query and relevant_id columns and an optional segment. Each row defines one question and one relevant source. A full source ID is safest; unique filenames also work. For a CSV, append #row=17 to target that row. Missing or ambiguous references stop the audit instead of producing misleading scores. Without a query set, the engine generates synthetic questions from corpus passages.

03

03 · Reconstruct the baseline

The optional current-RAG form selects a supported chunking strategy, embedding model and retrieval mode. Without it, the baseline is approximately 800-token chunks, the first configured embedding model and dense retrieval. This is an offline reconstruction, not a measurement of your live application. Unsupported baselines are rejected instead of silently replaced.

04

04 · Compare the candidates

Free compares BM25, dense and hybrid retrieval on one chunking strategy with up to 12 questions. Full audits test four chunking strategies and the available embedding candidates, with up to 75 questions. If a reranking provider is configured, a reranked version of the strongest dense or hybrid candidate is evaluated as well.

05

05 · Read the decision correctly

The report shows hit-based Recall@1/3/5, reciprocal rank and nDCG@5 for the single-relevant-source evaluation contract. Candidate selection penalizes segment regressions. NO-GO means no material Recall@5 improvement justified changing the baseline. Conditional recommendations need review. Too few documents or chunks produce insufficient evidence. The benchmark does not measure end-to-end answer accuracy or production latency.

06

06 · Validate the change

Download the full JSON report, review the implementation card, and make the change in your own environment. A paid audit includes one rerun within 14 days after its first completed analysis. Use new, held-out evaluation questions for that rerun: selecting and reporting on the same queries can overestimate improvement. Nothing is deployed to your production system automatically.

Copy, adapt, upload

Input templates

evaluation.csv

query,relevant_id,segment
How do I reset AX-1042?,manual.md,identifier
What is the refund period?,policy.md,billing
Which filter fits model R-12?,parts.csv#row=17,identifier
Download CSV template ↓

Current RAG setup

Step 3
Choose chunking
Choose retrieval
Choose embedding (optional)
Configure your current RAG in the dashboard →

Replace each relevant_id with a source from your selected corpus. These templates describe inputs; the questions must be adapted to your actual documents.

Before you run

Questions about this workflow

Do I need to connect my vector database?

No. Upload a corpus and optional evaluation/configuration files. There is no production database connection or SDK installation.

Can RetrievalGate guarantee better answers?

No. It measures offline retrieval evidence. You still need to evaluate final generated answers, latency, permissions and operational behavior in your own system.

Keep exploring

Make the retrieval decision

Stop guessing. Test the fixes before you ship.

Start with a free snapshot on your own corpus. No SDK, production access or vector database credentials required.