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Knowledge

Ed Mozley edited this page May 13, 2026 · 1 revision

Knowledge

Folder: knowledge/ Colour: Purple #8764b8

Rich-text knowledge base with AI chat and vector search. Articles are written in TinyMCE, organised by tags, and searchable both with traditional full-text search and semantic similarity via embeddings.

Editing

  • TinyMCE editor with the full toolbar (formatting, lists, tables, links)
  • Tag-based organisation — assign multiple tags per article
  • Article versioning — save as a new version to archive the previous content with full version history
  • Article archiving with a recycle bin (soft delete, restore, configurable auto-purge after N days)

Search

  • Full-text search on title + body across all active articles
  • Tag filtering in the sidebar
  • Vector / semantic search — articles are auto-embedded via the OpenAI Embeddings API on save; queries find conceptually related articles even when the words don't match

Ask AI

AI chat panel powered by Anthropic Claude. The user asks a question; Claude searches the knowledge base via vector similarity, picks relevant articles, and answers grounded in those articles' content. Sources are cited so the user can verify and read deeper.

Also accessible from the Tickets reading pane via the Ask AI button — useful when triaging an unfamiliar incident.

Review Workflow

Articles can be flagged for periodic review (e.g. "check this once a year"). The Watchtower attention card surfaces articles whose review date has passed.

Email Sharing

Articles can be emailed externally via the configured mail provider — handy for sharing a how-to with a user when closing a ticket.

Settings

  • Email settings: SMTP / Graph configuration for outbound article emails
  • AI settings: Anthropic API key (Ask AI), OpenAI API key (embeddings), model selection (Haiku / Sonnet / Opus)

API keys are encrypted at rest and masked in API responses.

Help

Interactive guide at knowledge/help.php covering article creation, review workflow, Ask AI, search and navigation, sharing and export. Scroll-spy sidebar.

Key Tables

Table Purpose
knowledge_articles Core article record
knowledge_article_versions Version history with archived content
knowledge_article_tags Many-to-many tags
knowledge_tags Tag definitions
knowledge_embeddings Vector embeddings for semantic search

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