ERP, CRM, DMS and database connections need defined reads, writes, identities and inherited rights. A service name on a diagram is not a ready-made connector.
Putting it into practice
Begin read-only. Review token scope, rate limits, schemas and terms. Keep secrets server-side, make write retries idempotent, and ensure source-right changes reach search indexes.
Before you begin
- Read or write
- Service-account scope
- Source rights
Capabilities and deployment require project-level confirmation. No unsupported certification, ROI or customer claims are made.
Confirmed available
No items confirmed yet
Planned
DMS
Custom integration
ERP, CRM, SharePoint, Google Drive, Microsoft 365, Database, REST API
Each integration requires review of APIs, permissions, retention and terms. A planned item does not mean production availability.
Frequently asked questions
Does data have to leave the network?
It depends on deployment and connected services. Map model, OCR, embedding, backup and log traffic before confirming the boundary.
Can an AI answer be trusted immediately?
Check the original, completeness and version, especially for legal, accounting and consequential decisions. Citations support review but do not guarantee accuracy.
How should a project begin?
Choose one defined use case, approved documents, owners and acceptance criteria. Test answer quality, permissions and cost with a small group before scaling.
References
Public sources explain principles; they do not certify or endorse RAGBOX.
- NIST AI Risk Management Framework
- Microsoft: Retrieval-augmented generation
- OWASP: RAG Security Cheat Sheet
- OWASP: Prompt Injection Prevention
Expert review is required before operational use. This is not case-specific legal or tax advice.