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Costruire un agente RAG a doppia fonte con Exa e Milvus

Questo tutorial mostra come costruire un agente che cerca sia nel web pubblico (tramite Exa) sia in una base di conoscenza privata (tramite Milvus), per poi sintetizzare una risposta unificata. L'agente utilizza le chiamate di funzione di OpenAI per decidere automaticamente quale fonte interrogare in base alla domanda dell'utente.

Exa è un'API di ricerca progettata per le applicazioni di intelligenza artificiale, che è orgogliosamente alimentata da Zilliz Cloud (completamente gestita da Milvus). A differenza dei tradizionali motori di ricerca basati su parole chiave, Exa supporta la ricerca semantica (neurale): l'utente descrive ciò che desidera in linguaggio naturale e il motore capisce il suo intento. Fornisce inoltre l'estrazione dei contenuti, l'evidenziazione e il filtraggio per categorie. Milvus è un database vettoriale open-source costruito per la ricerca di similarità scalabile. Combinandoli con un agente LLM, è possibile creare un sistema che recupera sia i dati proprietari interni che le informazioni web aggiornate in un unico flusso di lavoro.

Prerequisiti

Prima di eseguire questo notebook, assicuratevi di aver installato le seguenti dipendenze:

$ pip install exa_py pymilvus openai

Se si utilizza Google Colab, per abilitare le dipendenze appena installate potrebbe essere necessario riavviare il runtime (fare clic sul menu "Runtime" nella parte superiore dello schermo e selezionare "Restart session" dal menu a discesa).

Sono necessarie le chiavi API di Exa e OpenAI. Impostarle come variabili d'ambiente:

import os

os.environ["EXA_API_KEY"] = "***********"
os.environ["OPENAI_API_KEY"] = "sk-***********"

Inizializzare i client

Configurare i client Exa, OpenAI e Milvus. Utilizziamo il modello text-embedding-3-small di OpenAI per generare embeddings vettoriali e Milvus Lite per l'archiviazione locale dei vettori, senza alcuna configurazione dell'infrastruttura.

import json
from openai import OpenAI
from pymilvus import MilvusClient, DataType
from exa_py import Exa

llm = OpenAI()
exa = Exa(api_key=os.environ["EXA_API_KEY"])
milvus = MilvusClient(uri="./milvus_exa_demo.db")

EMBED_MODEL = "text-embedding-3-small"
EMBED_DIM = 1536
COLLECTION = "private_kb"

Per quanto riguarda l'argomento di MilvusVectorAdapter e MilvusClient:

  • L'impostazione di uri come file locale, ad esempio./milvus.db, è il metodo più conveniente, poiché utilizza automaticamente Milvus Lite per memorizzare tutti i dati in questo file.
  • Se si dispone di una grande quantità di dati, ad esempio più di un milione di vettori, è possibile configurare un server Milvus più performante su Docker o Kubernetes. In questa configurazione, utilizzare l'indirizzo e la porta del server come uri, ad esempiohttp://localhost:19530. Se si attiva la funzione di autenticazione su Milvus, utilizzare ":" come token, altrimenti non impostare il token.
  • Se si desidera utilizzare Zilliz Cloud, il servizio cloud completamente gestito per Milvus, regolare uri e token, che corrispondono all'endpoint pubblico e alla chiave Api di Zilliz Cloud.

Definire una funzione di aiuto per generare gli embeddings. La riutilizzeremo in tutto il notebook sia per l'indicizzazione che per l'interrogazione:

def embed_text(text: str | list[str]) -> list:
    """Generate embedding vector(s) using OpenAI."""
    resp = llm.embeddings.create(
        input=text if isinstance(text, list) else [text],
        model=EMBED_MODEL,
    )
    if isinstance(text, list):
        return [item.embedding for item in resp.data]
    return resp.data[0].embedding

Costruire la base di conoscenza privata (Milvus)

Simuliamo un insieme di documenti interni all'azienda - specifiche di prodotto, politiche, rapporti sui guadagni e documenti API - che non appaiono sul web pubblico. In uno scenario reale, questi documenti potrebbero provenire da wiki interni, database o sistemi di gestione dei documenti.

private_docs = [
    {
        "id": 1,
        "text": (
            "Acme Widget Pro supports up to 10,000 concurrent connections. "
            "It uses a proprietary compression algorithm (AcmeZip v3) that "
            "reduces payload size by 72% compared to gzip."
        ),
        "source": "product-spec.pdf",
    },
    {
        "id": 2,
        "text": (
            "Our return policy allows customers to return any product within "
            "30 days of purchase for a full refund. After 30 days, only store "
            "credit is offered. Damaged items must be reported within 48 hours."
        ),
        "source": "return-policy.md",
    },
    {
        "id": 3,
        "text": (
            "Q3 2025 revenue was $4.2M, up 18% from Q2. The growth was "
            "primarily driven by enterprise customers adopting Widget Pro. "
            "Churn rate dropped to 3.1%."
        ),
        "source": "q3-earnings.pdf",
    },
    {
        "id": 4,
        "text": (
            "Internal API rate limits: free tier 100 req/min, pro tier "
            "5,000 req/min, enterprise tier 50,000 req/min. Rate limit "
            "headers are X-RateLimit-Remaining and X-RateLimit-Reset."
        ),
        "source": "api-docs.md",
    },
    {
        "id": 5,
        "text": (
            "Employee onboarding checklist: 1) Sign NDA, 2) Set up VPN access, "
            "3) Enroll in mandatory security training, 4) Request Jira and "
            "Confluence access from IT, 5) Schedule 1:1 with manager."
        ),
        "source": "onboarding-guide.md",
    },
]

Creiamo la collezione Milvus con uno schema esplicito, incorporiamo i documenti e li inseriamo:

if milvus.has_collection(COLLECTION):
    milvus.drop_collection(COLLECTION)

schema = milvus.create_schema(auto_id=False, enable_dynamic_field=True)
schema.add_field(field_name="id", datatype=DataType.INT64, is_primary=True)
schema.add_field(field_name="vector", datatype=DataType.FLOAT_VECTOR, dim=EMBED_DIM)
schema.add_field(field_name="text", datatype=DataType.VARCHAR, max_length=65535)
schema.add_field(field_name="source", datatype=DataType.VARCHAR, max_length=512)

index_params = milvus.prepare_index_params()
index_params.add_index(
    field_name="vector", index_type="AUTOINDEX", metric_type="COSINE"
)

milvus.create_collection(
    collection_name=COLLECTION,
    schema=schema,
    index_params=index_params,
    # consistency_level="Strong",
)

# Embed all documents in one batch call
embeddings = embed_text([doc["text"] for doc in private_docs])

milvus.insert(
    collection_name=COLLECTION,
    data=[
        {
            "id": doc["id"],
            "vector": emb,
            "text": doc["text"],
            "source": doc["source"],
        }
        for doc, emb in zip(private_docs, embeddings)
    ],
)

print(f"Inserted {len(private_docs)} documents into Milvus.")
Inserted 5 documents into Milvus.

Verifichiamo che il recupero funzioni con una rapida query di prova:

query = "What is the return policy?"
results = milvus.search(
    collection_name=COLLECTION,
    data=[embed_text(query)],
    limit=2,
    output_fields=["text", "source"],
)

for hit in results[0]:
    print(f"[score={hit['distance']:.3f}] ({hit['entity']['source']})")
    print(f"  {hit['entity']['text'][:120]}...")
    print()
[score=0.665] (return-policy.md)
  Our return policy allows customers to return any product within 30 days of purchase for a full refund. After 30 days, on...

[score=0.119] (q3-earnings.pdf)
  Q3 2025 revenue was $4.2M, up 18% from Q2. The growth was primarily driven by enterprise customers adopting Widget Pro. ...

Esplorare le capacità di ricerca di Exa

Prima di costruire l'agente, esploriamo le funzionalità di ricerca di Exa. Exa supporta diverse modalità di ricerca, utili per diversi scenari.

Ricerca semantica con estrazione di contenuti - Exa può restituire non solo i link, ma anche il testo dell'articolo, i punti salienti e i riassunti generati dall'intelligenza artificiale in un'unica richiesta:

web_results = exa.search_and_contents(
    query="latest trends in AI agents 2026",
    type="auto",
    num_results=3,
    text={"max_characters": 3000},
    highlights={"num_sentences": 3},
)

for r in web_results.results:
    print(f"[{r.title}]")
    print(f"  URL: {r.url}")
    if r.highlights:
        print(f"  Highlight: {r.highlights[0][:150]}...")
    print()
[The AI Trends Shaping 2026. A month into the new year is as good a… | by ODSC - Open Data Science | Mar, 2026 | Medium]
  URL: https://odsc.medium.com/the-ai-trends-shaping-2026-34078dad4d49
  Highlight:  ahead. January brought Claude CoWork, Anthropic’s “AI coworker” that turns agents into desktop collaborators; OpenClaw (formerly Moltbot, formerly Cl...

[AI agent trends 2026 report]
  URL: https://cloud.google.com/resources/content/ai-agent-trends-2026
  Highlight: >. The era of simple prompts is over. We're witnessing the agent leap—where AI orchestrates complex, end-to-end workflows semi-autonomously. For enter...

[The Rise of Agentic AI: Why 2026 is the Year AI Started 'Doing']
  URL: https://www.marketdrafts.com/2026/02/rise-of-agentic-ai-2026-trends.html?m=1
  Highlight:  The era of "Generative AI" (which creates content) is being superseded by "Agentic AI" (which executes actions). We are witnessing a fundamental arch...

Filtro basato sulla categoria - è possibile limitare i risultati a tipi di contenuto specifici, come "research paper", "news", "company" o "tweet". Questo è utile quando si vogliono fonti di alta qualità e si vuole evitare il rumore:

filtered_results = exa.search_and_contents(
    query="retrieval augmented generation real world applications",
    category="research paper",
    num_results=3,
    highlights={"num_sentences": 2},
)

for r in filtered_results.results:
    print(f"- {r.title}")
    print(f"  {r.url}\n")
- 10 RAG examples and use cases from real companies
  https://www.evidentlyai.com/blog/rag-examples

- Implementing Retrieval-Augmented Generation (RAG) with Real-World Constraints
  https://dev.to/dextralabs/implementing-retrieval-augmented-generation-rag-with-real-world-constraints-3ajm

- 
  https://www.arxiv.org/pdf/2502.14930

Trova articoli simili - dato un URL, Exa può trovare altri articoli con contenuti simili. Questo è utile per ampliare la ricerca partendo da un buon punto di partenza:

if web_results.results:
    source_url = web_results.results[0].url
    similar = exa.find_similar_and_contents(
        url=source_url,
        num_results=3,
        highlights={"num_sentences": 2},
    )
    print(f"Articles similar to: {source_url}\n")
    for r in similar.results:
        print(f"- {r.title}")
        print(f"  {r.url}\n")
Articles similar to: https://odsc.medium.com/the-ai-trends-shaping-2026-34078dad4d49

- AI Trends 2026: From Agent Demos to Production Reality
  https://opendatascience.com/the-ai-trends-shaping-2026/

- The Most Important AI Trends to Watch in 2026
  https://medium.com/the-ai-studio/the-most-important-ai-trends-to-watch-in-2026-54af64d45021

Definire gli strumenti dell'agente

Ora definiamo le due funzioni degli strumenti che l'agente utilizzerà. Lo strumento KB privato cerca in Milvus utilizzando la similarità vettoriale, mentre lo strumento web cerca in Internet pubblica tramite Exa:

def search_private_kb(query: str) -> str:
    """Search the internal knowledge base using Milvus vector search."""
    results = milvus.search(
        collection_name=COLLECTION,
        data=[embed_text(query)],
        limit=3,
        output_fields=["text", "source"],
    )
    chunks = []
    for hit in results[0]:
        chunks.append(f"[{hit['entity']['source']}] {hit['entity']['text']}")
    return "\n\n".join(chunks) if chunks else "No relevant internal documents found."


def search_web(query: str) -> str:
    """Search the public web using Exa for up-to-date information."""
    results = exa.search_and_contents(
        query=query,
        type="auto",
        num_results=3,
        highlights={"num_sentences": 3},
    )
    items = []
    for r in results.results:
        highlight = r.highlights[0] if r.highlights else "No snippet available."
        items.append(f"[{r.title}]({r.url})\n{highlight}")
    return "\n\n".join(items) if items else "No web results found."


TOOL_FNS = {
    "search_private_kb": search_private_kb,
    "search_web": search_web,
}

Costruire l'agente

L'agente utilizza la chiamata di funzione di OpenAI per decidere quale strumento invocare. Segue un semplice ciclo: l'LLM riceve la domanda dell'utente, decide quali strumenti chiamare (se ce ne sono), li esegue e quindi sintetizza una risposta finale dal contesto recuperato.

TOOLS = [
    {
        "type": "function",
        "function": {
            "name": "search_private_kb",
            "description": (
                "Search the company's internal knowledge base (product docs, "
                "policies, earnings, API docs, HR guides). Use this for any "
                "question about internal/proprietary information."
            ),
            "parameters": {
                "type": "object",
                "properties": {
                    "query": {"type": "string", "description": "The search query"}
                },
                "required": ["query"],
            },
        },
    },
    {
        "type": "function",
        "function": {
            "name": "search_web",
            "description": (
                "Search the public web for up-to-date external information - "
                "news, trends, competitor analysis, open-source projects, etc. "
                "Use this when the question is about the outside world."
            ),
            "parameters": {
                "type": "object",
                "properties": {
                    "query": {"type": "string", "description": "The search query"}
                },
                "required": ["query"],
            },
        },
    },
]

SYSTEM_PROMPT = """You are a helpful assistant with access to two search tools:

1. **search_private_kb** - searches the company's internal knowledge base.
2. **search_web** - searches the public internet via Exa.

Routing rules:
- Questions about internal products, policies, metrics, or processes: use search_private_kb.
- Questions about external trends, news, competitors, or general knowledge: use search_web.
- Questions that need both internal and external context: call BOTH tools, then synthesize.

Always cite your sources. For internal docs, mention the filename. For web results, include the URL."""


def run_agent(user_query: str) -> str:
    """Run the agent loop: LLM -> tool calls -> LLM -> final answer."""
    messages = [
        {"role": "system", "content": SYSTEM_PROMPT},
        {"role": "user", "content": user_query},
    ]

    print(f"User: {user_query}\n")

    # First LLM call - may request tool calls
    response = llm.chat.completions.create(
        model="gpt-4o",
        messages=messages,
        tools=TOOLS,
    )
    msg = response.choices[0].message
    messages.append(msg)

    # If no tool calls, return directly
    if not msg.tool_calls:
        print(f"Agent (no tools used): {msg.content}")
        return msg.content

    # Execute each tool call
    for tc in msg.tool_calls:
        fn_name = tc.function.name
        fn_args = json.loads(tc.function.arguments)
        print(f"  -> Calling {fn_name}(query={fn_args['query']!r})")

        result = TOOL_FNS[fn_name](**fn_args)
        messages.append(
            {
                "role": "tool",
                "tool_call_id": tc.id,
                "content": result,
            }
        )

    # Second LLM call - synthesize final answer
    response = llm.chat.completions.create(
        model="gpt-4o",
        messages=messages,
        tools=TOOLS,
    )
    answer = response.choices[0].message.content
    print(f"\nAgent:\n{answer}")
    return answer

Demo

Ora testiamo l'agente con tre scenari che dimostrano diversi comportamenti di routing.

Scenario A: Domanda interna (instradamento verso Milvus)

Domanda su una politica interna - l'agente deve chiamare search_private_kb e recuperare la risposta dai nostri documenti privati:

run_agent("What is the return policy for Acme products?")
User: What is the return policy for Acme products?



  -> Calling search_private_kb(query='return policy Acme products')



Agent:
The Acme products return policy allows customers to return any product within 30 days of purchase for a full refund. After 30 days, only store credit is offered. It's important to note that damaged items must be reported within 48 hours of receipt ([source: return-policy.md]).





"The Acme products return policy allows customers to return any product within 30 days of purchase for a full refund. After 30 days, only store credit is offered. It's important to note that damaged items must be reported within 48 hours of receipt ([source: return-policy.md])."

Scenario B: Domanda esterna (indirizzata a Exa)

Domanda sulle tendenze esterne: l'agente deve chiamare search_web per ottenere informazioni aggiornate dalla rete Internet pubblica:

run_agent("What are the latest AI agent frameworks trending in 2026?")
User: What are the latest AI agent frameworks trending in 2026?



  -> Calling search_web(query='latest AI agent frameworks 2026')



Agent:
In 2026, several AI agent frameworks are trending, each offering unique features and capabilities that cater to various needs. Here are some of the most prominent ones:

1. **LangChain and LangGraph**: These frameworks remain highly popular for building large language model (LLM)-powered applications. LangGraph, in particular, models agents as state graphs, which is useful for action-oriented workflows. LangChain continues to dominate due to its comprehensive feature set for production-grade control and orchestration.

2. **LangSmith Agent Builder**: Released into general availability in 2026, this tool allows teams to create AI agents using natural language, simplifying the process of agent development.

3. **Semantic Kernel and AutoGen**: These have been integrated into Azure AI Foundry, creating a unified framework. Semantic Kernel uses a plugin-based middleware pattern, enhancing existing applications with AI capabilities efficiently.

4. **OpenClaw**: An open-source framework that operates locally, OpenClaw transforms your computer into an autonomous agent host, differing from cloud-based solutions by keeping data and operations localized. This framework supports a large community and includes extensive skills for customization.

These frameworks cater to various requirements, whether it's production-grade solutions, open-source options, or frameworks focused on local deployment. Each framework has its strengths, depending on the use case and the existing ecosystem it fits into.

Sources:
- [Agentic AI Frameworks: The Complete Guide (2026)](https://aiagentskit.com/blog/agentic-ai-frameworks/)
- [OpenClaw: The Open-Source AI Agent Framework That Runs Your Life Locally](https://www.clawbot.blog/blog/openclaw-the-open-source-ai-agent-framework-that-runs-your-life-locally)
- [The Best AI Agent Frameworks for 2026](https://medium.com/data-science-collective/the-best-ai-agent-frameworks-for-2026-tier-list-b3a4362fac0d)





"In 2026, several AI agent frameworks are trending, each offering unique features and capabilities that cater to various needs. Here are some of the most prominent ones:\n\n1. **LangChain and LangGraph**: These frameworks remain highly popular for building large language model (LLM)-powered applications. LangGraph, in particular, models agents as state graphs, which is useful for action-oriented workflows. LangChain continues to dominate due to its comprehensive feature set for production-grade control and orchestration.\n\n2. **LangSmith Agent Builder**: Released into general availability in 2026, this tool allows teams to create AI agents using natural language, simplifying the process of agent development.\n\n3. **Semantic Kernel and AutoGen**: These have been integrated into Azure AI Foundry, creating a unified framework. Semantic Kernel uses a plugin-based middleware pattern, enhancing existing applications with AI capabilities efficiently.\n\n4. **OpenClaw**: An open-source framework that operates locally, OpenClaw transforms your computer into an autonomous agent host, differing from cloud-based solutions by keeping data and operations localized. This framework supports a large community and includes extensive skills for customization.\n\nThese frameworks cater to various requirements, whether it's production-grade solutions, open-source options, or frameworks focused on local deployment. Each framework has its strengths, depending on the use case and the existing ecosystem it fits into.\n\nSources:\n- [Agentic AI Frameworks: The Complete Guide (2026)](https://aiagentskit.com/blog/agentic-ai-frameworks/)\n- [OpenClaw: The Open-Source AI Agent Framework That Runs Your Life Locally](https://www.clawbot.blog/blog/openclaw-the-open-source-ai-agent-framework-that-runs-your-life-locally)\n- [The Best AI Agent Frameworks for 2026](https://medium.com/data-science-collective/the-best-ai-agent-frameworks-for-2026-tier-list-b3a4362fac0d)"

Scenario C: Domanda ibrida (indirizzata a entrambi)

Domanda che richiede sia specifiche interne che benchmark esterni: l'agente deve chiamare entrambi gli strumenti e sintetizzare un confronto:

run_agent(
    "How does our Widget Pro's throughput compare to "
    "open-source alternatives on the market?"
)
User: How does our Widget Pro's throughput compare to open-source alternatives on the market?



  -> Calling search_private_kb(query='Widget Pro throughput comparison')


  -> Calling search_web(query='open-source widget throughput comparison')



Agent:
The throughput of our Widget Pro is quite competitive when compared to open-source alternatives on the market. Here's a detailed comparison:

### Widget Pro

- **Concurrent Connections**: Supports up to 10,000 concurrent connections.
- **Compression**: Utilizes AcmeZip v3, a proprietary compression algorithm that reduces payload size by 72% compared to gzip (source: [product-spec.pdf]).
- **API Rate Limits**: Offers different tiers:
  - Free tier: 100 requests/minute.
  - Pro tier: 5,000 requests/minute.
  - Enterprise tier: 50,000 requests/minute (source: [api-docs.md]).

### Open-Source Alternatives

From the available resources, open-source widget solutions such as Chatwoot and Tiledesk are popular in handling customer engagement with a flexible and customizable approach (source: [ChatMaxima article](https://chatmaxima.com/blog/15-open-source-free-live-chat-widget-solutions-to-boost-your-customer-engagement-in-2024/)). However, specific throughput metrics such as maximum concurrent connections or API limits are generally not highlighted in open-source product descriptions unless directly benchmarked.

These alternatives often emphasize customization, control, and integration with AI-driven capabilities but do not always specify throughput in terms comparable with Widget Pro. They might be more suited for organizations looking to tailor solutions to specific needs rather than focusing solely on throughput efficiency.

In conclusion, Widget Pro appears to offer high throughput suitable for enterprises with robust API support, while open-source options offer flexibility and customization with varying degrees of performance metrics.





"The throughput of our Widget Pro is quite competitive when compared to open-source alternatives on the market. Here's a detailed comparison:\n\n### Widget Pro\n\n- **Concurrent Connections**: Supports up to 10,000 concurrent connections.\n- **Compression**: Utilizes AcmeZip v3, a proprietary compression algorithm that reduces payload size by 72% compared to gzip (source: [product-spec.pdf]).\n- **API Rate Limits**: Offers different tiers:\n  - Free tier: 100 requests/minute.\n  - Pro tier: 5,000 requests/minute.\n  - Enterprise tier: 50,000 requests/minute (source: [api-docs.md]).\n\n### Open-Source Alternatives\n\nFrom the available resources, open-source widget solutions such as Chatwoot and Tiledesk are popular in handling customer engagement with a flexible and customizable approach (source: [ChatMaxima article](https://chatmaxima.com/blog/15-open-source-free-live-chat-widget-solutions-to-boost-your-customer-engagement-in-2024/)). However, specific throughput metrics such as maximum concurrent connections or API limits are generally not highlighted in open-source product descriptions unless directly benchmarked.\n\nThese alternatives often emphasize customization, control, and integration with AI-driven capabilities but do not always specify throughput in terms comparable with Widget Pro. They might be more suited for organizations looking to tailor solutions to specific needs rather than focusing solely on throughput efficiency.\n\nIn conclusion, Widget Pro appears to offer high throughput suitable for enterprises with robust API support, while open-source options offer flexibility and customization with varying degrees of performance metrics."

Pulizia

Al termine, abbandonare la raccolta per liberare risorse.

milvus.drop_collection(COLLECTION)

Conclusione

In questo tutorial abbiamo costruito un agente RAG a doppia fonte che combina Milvus per il recupero della conoscenza privata con Exa per la ricerca pubblica sul web. I componenti chiave sono:

  • Milvus memorizza e recupera i documenti interni tramite la ricerca per similarità vettoriale, assicurando che i dati proprietari rimangano privati e ricercabili.
  • Exa fornisce una ricerca semantica sul web con funzioni quali il filtraggio delle categorie, l'estrazione dei contenuti e la scoperta di articoli simili.
  • Il richiamo di funzioni OpenAI consente all'LLM di indirizzare automaticamente le query alla fonte giusta, o a entrambe, in base all'intento della domanda.

Questo modello è applicabile ai casi d'uso aziendali in cui un assistente AI deve accedere sia a documenti interni riservati sia a informazioni esterne in tempo reale.