Every enterprise wants to "add AI" to their products and workflows. But the gap between a ChatGPT demo and a production AI integration is enormous. Most organizations underestimate the engineering, governance, and operational effort required to make AI work reliably at scale.
This post covers the practical patterns we see working in production, ordered from simplest to most complex.
Pattern 1: Retrieval-Augmented Generation (RAG)
RAG is the most common starting point for enterprise AI. Instead of fine-tuning a model on your data, you retrieve relevant documents at query time and include them as context.
When to use it:
- Internal knowledge bases, documentation search, customer support
- You need factual, grounded answers from your own data
- You want to avoid the cost and complexity of fine-tuning
Architecture:
- Ingest documents into a vector database (embeddings)
- At query time, find the most relevant chunks
- Pass those chunks + the user's question to an LLM
- Return the generated answer with source citations
Key pitfalls:
- Chunking strategy matters enormously. Too small and you lose context. Too large and you dilute relevance.
- Embedding quality varies. Test multiple embedding models against your actual queries.
- "Garbage in, garbage out" applies tenfold. If your source documents are poorly written, RAG will confidently return bad answers.
Pattern 2: Function Calling / Tool Use
Function calling lets the AI model invoke structured APIs to take actions or look up real-time data, rather than just generating text.
When to use it:
- Booking systems, CRM lookups, database queries
- Any workflow where the AI needs to interact with live systems
- When you need deterministic actions, not just text generation
Architecture:
- Define functions/tools the model can call (with schemas)
- Model decides when and which function to call
- Your code executes the function and returns results
- Model uses results to compose a final response
Key considerations:
- Input validation is non-negotiable. The model will sometimes produce malformed arguments.
- Implement rate limiting and cost controls. A model in a loop can call expensive APIs repeatedly.
- Log everything. You need full auditability of what the AI decided to do and why.
Pattern 3: Workflow Automation with AI Steps
Rather than building a fully autonomous agent, embed AI as a step within an existing workflow engine. The AI handles the "thinking" parts; traditional code handles the reliable parts.
When to use it:
- Document processing pipelines (extract → classify → route)
- Approval workflows with AI-assisted decision support
- Data enrichment and categorization
Architecture:
- Workflow engine orchestrates the pipeline
- AI steps handle classification, extraction, or summarization
- Deterministic steps handle validation, routing, and storage
- Human review steps for high-stakes decisions
Why this works: It limits the blast radius of AI errors. If the AI misclassifies a document, the workflow catches it at the validation step. You get the benefits of AI without betting your entire process on it.
Pattern 4: Agentic Systems
Agentic AI goes beyond single-turn interactions. An agent has goals, can plan multi-step actions, use tools, and iterate based on results. This is the most powerful — and most complex — pattern.
When to use it:
- Complex research tasks that require multiple data sources
- Operations that need adaptive decision-making
- Scenarios where human-in-the-loop approval is critical
Architecture:
- Agent receives a goal and plans a sequence of actions
- Agent has access to tools (APIs, databases, code execution)
- Agent evaluates results and adjusts its plan
- Human approvals gate high-stakes actions
- Full observability: traces, logs, cost tracking
Critical safeguards:
- Guardrails: Define what the agent cannot do. Blocklists, budget limits, scope constraints.
- Evaluation harnesses: Test your agent against known scenarios before and after changes.
- Timeout and circuit breakers: Agents in loops can burn through API budgets quickly.
- Human-in-the-loop: For any action that's destructive, expensive, or customer-facing.
Choosing the Right Pattern
| Factor | RAG | Function Calling | Workflow AI | Agentic |
|---|---|---|---|---|
| Complexity | Low | Medium | Medium | High |
| Control | High | High | High | Lower |
| Autonomy | None | Limited | Limited | High |
| Risk | Low | Medium | Medium | Higher |
| Team readiness | Any | Some AI experience | Workflow experience | Strong AI+Eng team |
Start simple. Most teams should begin with RAG or function calling, gain operational experience, and then consider agentic patterns for specific high-value use cases.
Operational Considerations
Cost Management
AI API costs can surprise you. A naively implemented agent can spend hundreds of dollars per session. Implement:
- Token budgets per request
- Model routing (use cheaper models for simple tasks)
- Caching for repeated queries
- Cost dashboards and alerts
Observability
You need more than application logs. Track:
- Token usage and latency per request
- Model confidence and output quality
- Retrieval relevance scores (for RAG)
- Tool call patterns and error rates
Team Adoption
The hardest part of AI integration isn't technology — it's people. Teams need to understand what AI can and can't do, feel comfortable working alongside it, and know when to override or escalate.
Build adoption playbooks, run workshops on prompt engineering basics, and start with low-stakes use cases that build confidence before expanding to critical workflows.
EffiGen helps enterprises integrate AI into their products and workflows — from initial pattern selection to production operations. Let's discuss your AI integration goals.
