pgEdge Starfleet Client RAG Onboarding Sprint (5-7 days)
A repeatable five-to-seven day engagement that stands up a managed pgEdge Starfleet Postgres instance, wires a client knowledge base into a native RAG pipeline, and hands over a governed AI assistant the client can keep running without an in-house DBA. Time: 5-7 days.
By InnovaAI ResearchPublished Updated
How do you implement it?
pgEdge Starfleet Client RAG Onboarding Sprint (5-7 days)
A repeatable five-to-seven day engagement that stands up a managed pgEdge Starfleet Postgres instance, wires a client knowledge base into a native RAG pipeline, and hands over a governed AI assistant the client can keep running without an in-house DBA.
- A 14-day pgEdge Starfleet trial provisioned and a managed Postgres database created to confirm the under-two-minute provisioning claim before any client work begins
- Client source documents exported to a format you can chunk (PDF, Markdown, or CSV) plus a named client-side owner for content approval
- Claude Code or Cursor installed on the delivery machine and an API key ready for the built-in MCP server connection
- A signed scope that names the managed tier at $25/month and states who holds the pgEdge account after handover
- A staging branch naming convention agreed with the client so copy-on-write branches map to environments without ambiguity
- 1.Provision the client's managed pgEdge Starfleet database and record the elapsed provisioning time as evidence for the kickoff deck
- 2.Enable pgvector and confirm the curated extension set (PostGIS, pgBackRest, PgBouncer) is available on the instance
- 3.Connect Claude Code through the built-in MCP server and verify SafeSession read-only enforcement blocks write attempts
- 1.Load the client knowledge base into Postgres and build the vector index with pgvector
- 2.Stand up BM25 hybrid search alongside the vector index so keyword-heavy queries do not fall through
- 3.Run a 20-question retrieval test against the client's own support tickets and log hit rate per question
- 1.Configure the RAG server so retrieval and generation stay inside Postgres with no external vector store
- 2.Expose the client's read endpoints through the built-in PostgREST server and lock them behind SafeSession
- 3.Create a copy-on-write branch named for staging and promote the day-two index into it
- 1.Build the client-facing FAQ and document search agent on top of the PostgREST endpoints
- 2.Test branch isolation by mutating the staging branch and confirming the production branch is untouched
- 3.Document every manual step in the build so the client sees which parts are product and which are your labor
- 1.Configure the automated 45-day backup policy and verify a restore into a throwaway branch
- 2.Set up ColdFront tiered storage so older embeddings move off hot storage without breaking queries
- 3.Run the full retrieval test suite again and compare hit rate against the day-two baseline
- 1.Walk the client's team through the AI DBA Workbench and hand over the branch promotion workflow
- 2.Record a short screen capture of the MCP server connection so their engineers can reproduce it
- 3.Agree the retainer scope: who monitors the instance, who approves content changes, and what triggers a branch promotion
- 1.Deliver the handover pack and confirm the client can answer a live question through the agent unaided
- 2.Close the trial conversion to the managed tier at $25/month and confirm storage, IOPS, and egress are included with no overages
- 3.Log the build hours against the $2,500 SMB Launch fee to establish your real margin for the next client
The managed tier runs $25/month with storage, IOPS, and egress included and no overages, so a single $2,500 SMB Launch engagement covers roughly eight years of platform cost before you count your own labor. Margin comes from the 20-hour setup effort, not from reselling infrastructure, which means the second and third client onboardings reuse the same branch conventions and retrieval test suite at a fraction of the first build. Agencies that keep the client on a monitoring retainer convert a one-off build into recurring revenue while the client's only fixed platform line stays at $25/month.
- A managed pgEdge Starfleet Postgres instance with pgvector and BM25 hybrid search indexed against the client knowledge base
- A native RAG pipeline running inside Postgres with the RAG server and PostgREST endpoints exposed behind SafeSession read-only access
- A copy-on-write branch map showing staging, experiment, and production branches plus the promotion procedure
- A 45-day automated backup policy with a verified restore into a throwaway branch
- A handover pack covering the AI DBA Workbench walkthrough, MCP server connection steps, and the retainer scope agreement
The client's own staff can ask a live question through the agent, get a grounded answer from their indexed content, and promote a staging branch to production without your team on the call.
More on pgEdge Starfleet
- StrategyWhy pgEdge Starfleet Turns Postgres Into an Agency Retainer Engine
- Evaluation RuleWhen to Adopt pgEdge Starfleet: Client Data Must Stay in Their Own Cloud
- Decision FrameworkpgEdge Starfleet: Buy vs Skip (Managed Postgres for Client AI Apps)
- Failure PatternThe pgEdge Starfleet Branch Sprawl Trap: Why Agencies Fail With Copy-on-Write Postgres
- Operating ProcedurepgEdge Starfleet Client Workspace Provisioning (Onboarding)