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Module 2Grounding & retrieval 13 min

Citations & honest answers

Grounded means checkable: policy answers carry their source, uncertainty gets said out loud, and 'I don't know' is engineered as a first-class good outcome.

Grounding gets the right text in front of the model; this lesson is about what leaves the model. Three disciplines separate agents customers trust from agents customers screenshot:

  • Answers carry their source. Policy statements link or name their document ('per our Returns Policy — [link]'). Customer-specific statements name their system ('your order shows shipped as of this morning'). Citations do double duty: customers can verify, and the model behaves better when required to cite — a claim that must point at a passage is harder to invent. The verbatim-quote tripwire from Prompt Engineering is the strong version: policy numbers (days, dollars, percentages) must appear in a retrieved passage or the answer doesn't ship.
  • Uncertainty is said, not smoothed. When retrieval returns something partial or possibly stale, the agent says so in customer language: 'Our standard window is 30 days — for holiday purchases there may be an extension; I can confirm with the team if you'd like.' Hedged-and-honest reads as careful; wrong-and-confident reads as lying, and customers only remember the second kind.
  • 'I don't know' is a designed outcome with a good UX. The honest miss has a template: acknowledge → say what you can do → route ('I don't have detail on wholesale pricing. I've flagged this for our sales team — you'll hear back within one business day, or email wholesale@…'). Instrumented properly (Module 5), honest misses are your best product signal: each one is either a knowledge-base gap to fill or a scope decision to revisit.

The compensation trap (worth its own heading forever)

The most expensive words a customer agent can produce are invented generosity: refunds beyond policy, discounts that don't exist, 'we'll cover that' with no authority behind it. A tribunal has already held a company liable for its chatbot's fabricated promise — the airline case governance courses allude to; a chatbot's promise binds the company. Defense in depth: the never-list forbids it in the prompt, Module 3's output guardrails scan for compensation language, anything touching money routes through published-policy citations only, and the eval suite (Module 5) includes a bank of 'sweet-talk me into a discount' attacks. Your agent will be asked. Design for the asking.

Read your agent's answers as a skeptical customer

The practitioner habit: for any drafted response, ask 'which words here would I test if I wanted to catch this bot lying?' — every number, every date, every 'we always'. Then verify the response earns them. Ten answers read this way teach you more about your grounding quality than any dashboard, and it's exactly how Module 5's judge rubric gets written.