Knowledge Libraries

Knowledge Libraries keep project material together so AI Chat can answer from your own files, notes, transcripts, saved searches, and web captures. Use one library per project, client, class, or research topic.

How It Works

Knowledge Libraries find relevant parts of your project material when you ask a question. This means:

• Documents are prepared for search on your device
• When you ask a question, the most relevant passages are added to the chat context
• The AI uses this context to answer from your material
• Local workflows keep your documents on your device

Creating a Library

1. Open the Knowledge tab

   Navigate to the Knowledge section from the sidebar or tab bar.

2. Tap "New Library"

   Give your library a descriptive name (e.g., "Project Alpha Research", "Client X Requirements").

3. Add documents

   Start adding PDFs, text files, web pages, images, or typed notes to your library.

Adding Content

Knowledge Libraries support multiple content types:

• PDF Documents: Full text extraction with page tracking
• Text Files: Plain text and markdown files
• Web Pages: Paste a URL and the content is fetched and indexed
• Images: OCR extracts text from photos and screenshots
• Notes: Type or paste text directly into the library
• Saved AI Search results: Keep a source-backed answer and its useful references for later
• History imports: Bring selected AI Chat, Voice Note, STT, or Text-to-Speech text into a library

Writing Notes and Text Files

You can create editable Markdown or plain-text documents directly inside a Knowledge Library. This is useful for project notes, meeting summaries, research outlines, snippets, and living documents that you want AI Chat to reference later.

1. Create a text document

   Use New Text File from the library file list, or start from the Text Notes area when you want a faster note-taking flow.

2. Write and save

   Return creates a new line in the editor. Use the explicit Save action when you want to keep your changes.

3. Watch the status

   The file shows whether it is ready for search, still updating, or needs attention. If automatic updating is off, use the manual update action before relying on the latest text in chat.

Editable files belong to one library at a time. If you copy a note to another library, the copy is a separate document.

Importing Chat, Voice, and Speech History

Use Add History when useful text already exists elsewhere in the app. You can import selected AI Chat messages, Voice Note transcripts, STT results, or Text-to-Speech text into the current Knowledge Library.

• Single-item and batch imports are supported where the source screen offers them
• Imported items become editable text documents in the destination library
• Audio files stay in Voice Notes or speech history; only text is copied into the library
• If an item was imported before, the app can help you replace it, keep both copies, or skip it

AI Search has its own save action after a search completes. Use it when you want to keep a finished research answer, source list, and useful source context together.

Finding and Organizing Files

Large libraries are easier to manage with search, filters, and direct file actions.

• Search within the library file list to find a document by name or content
• Filter by file type when a library contains a mix of PDFs, notes, images, and web captures
• Drag and drop files onto a library to add them to the current project
• Use row actions or context menus to rename, edit, remove, or open supported files

Using Libraries in Chat

To use a Knowledge Library in conversation:

1. Activate the library

   In the AI Chat screen, tap the Knowledge icon in the toolbar and select which library to use.

2. Ask questions

   Chat normally. The AI automatically searches the library for relevant context before responding.

3. View sources

   The AI's response will indicate which documents it referenced, so you can verify the information.

Retrieval Settings

Advanced retrieval settings let you tune how much context a library contributes to AI Chat. Start with the defaults. Adjust settings only when a library is missing relevant passages or bringing in too much unrelated context.

• Chunk size and overlap: Change how document text is grouped for search
• Similarity threshold: Control how closely a passage should match your question
• BM25: Add keyword matching when exact terms matter
• Adjacent context: Include nearby passages when answers need more surrounding text

If a setting requires library content to be refreshed, the app shows that status and lets you start the update when you are ready.

Managing Libraries

• Edit: Add or remove documents from any library at any time
• Rename: Change the library name to keep things organized
• Delete: Remove a library and all its indexed data
• Multiple libraries: Create as many libraries as you need and switch between them freely

Tips & Best Practices

• Keep libraries focused on a single project or topic for the most accurate answers
• Use descriptive file names so project material is easier to recognize later
• Regularly update libraries with new documents as projects evolve
• For large documents, import them as-is. The app prepares them for search automatically
• Combine Knowledge Libraries with AI Roles for specialized domain experts