docs: expand feature descriptions for folders, memory, and web access

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Andrew Beal 2026-04-10 22:32:55 +01:00
parent 54aaa9f0c6
commit 1664a4597e

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@ -14,7 +14,7 @@
- **Multi-Provider AI Support** - Switch seamlessly between Claude (Anthropic), Gemini (Google), OpenAI, and Mistral models
- **Two Operating Modes**
- 🔍 **Read-Only Mode**: AI can search, read, and list your notes safely
- ✏️ **Agent Mode**: AI can create, edit, delete, and move notes (when you need it)
- ✏️ **Agent Mode**: AI can create, edit, delete, and move notes and folders (when you need it)
- **Planning Mode** - Enable a two-agent workflow where a planning agent analyzes your vault and creates a step-by-step strategy before execution
- **Interactive Diff Viewer** - Review and approve AI-proposed changes before they're applied with side-by-side diff view
- **Smart Reference System** - Mention tags (`#`), files (`@`), and folders (`/`) with autocomplete
@ -22,6 +22,9 @@
- **Conversation Management** - Persistent chat history with automatic conversation naming
- **Privacy Controls** - Exclude sensitive files and directories from AI access with glob patterns
- **Files Support (PDF, Documents, Images, etc)** - Search through PDF and Office documents (DOCX, PPTX, XLSX) and allow AI to read binary files directly (PDFs, Office/ODF documents, images, etc)
- **AI Memory** - Persist vault conventions, preferences, and workflows across sessions so the AI remembers how you work
- **Web Search** - Toggle web search on per-message so the AI can look up current information
- **Web Viewer** - Allow the AI to fetch and read web page content directly
- **Mobile Compatible** - Full functionality on mobile devices with touch-friendly controls
- **Streaming Responses** - See AI responses as they're generated
- **Local & Private** - API keys stored locally, no data sent to third parties
@ -105,7 +108,8 @@ Toggle to **Agent Mode** ✏️ when you need the AI to:
- Create new notes
- Edit existing content
- Delete files
- Move/rename files
- Move/rename files and folders
- Create and delete folders
The mode toggle is clearly visible in the chat input area with visual indicators.
@ -160,6 +164,33 @@ Planning mode is especially useful for:
If issues arise during execution, the orchestration agent can request a replan. This returns to the planning phase with full context about what's already been completed and what went wrong, allowing the plan to intelligently adapt to new information discovered during execution.
### AI Memory
The AI can retain information across conversation sessions — your vault conventions, tagging patterns, personal preferences, or any established workflows you've described.
**How It Works**
Memories are stored in a plain markdown file at `Vaultkeeper AI/memories.md`. The AI reads this at the start of each conversation and can update it during a session. You can view and edit this file directly at any time.
**Settings**
- **Enable Memories**: Toggle memory on or off entirely
- **Read-Only Memories**: The AI can recall past memories but cannot add or update them — useful if you want to manage the file yourself
### Web Search
Toggle web search on a per-message basis using the globe button in the chat input toolbar. When active, the AI can perform live web searches to answer questions requiring current or external information.
Web search is supported on all four providers. Mistral uses its native Agents API for search; Claude, Gemini, and OpenAI use their respective built-in search tools.
You can also disable web search access entirely from Settings if you prefer the AI to stay within your vault.
### Web Viewer
When enabled, the AI can fetch and read the content of web pages — useful for summarising articles, pulling in documentation, or referencing any URL you share.
Web viewer access can be toggled on or off in Settings.
### Reference System
Quickly provide context to the AI using the reference system:
@ -235,6 +266,16 @@ See `EXAMPLE_INSTRUCTIONS.md` in your vault for a template.
- Allows cost optimization by using a more capable model for planning and a faster/cheaper model for execution
- The planning model dropdown updates to match your selected provider
**Memory**
- **Enable Memories**: Allow the AI to read and update a persistent memory file (`Vaultkeeper AI/memories.md`) across sessions
- **Read-Only Memories**: The AI can read memories but cannot modify them
**Web Access**
- **Enable Web Search**: Allow the AI to perform live web searches (can also be toggled per-message in the chat toolbar)
- **Enable Web Viewer**: Allow the AI to fetch and read web page content
**Search Configuration**
Fine-tune the balance between request size and agent performance: