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000000000..f50f69553 Binary files /dev/null and b/docs/User Guide/User Guide/AI/9_Introduction_image.png differ diff --git a/docs/User Guide/User Guide/AI/AI Provider Information.md b/docs/User Guide/User Guide/AI/AI Provider Information.md new file mode 100644 index 000000000..333dcd184 --- /dev/null +++ b/docs/User Guide/User Guide/AI/AI Provider Information.md @@ -0,0 +1,15 @@ +# AI Provider Information +Currently, we support the following providers: + +* Ollama +* OpenAI +* Anthropic +* Voyage AI + +To set your preferred chat model, you'll want to enter the provider's name here: + +
+ +And to set your preferred embedding provider: + +
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+ +After their installer completes, if you're on Windows, you should see an entry in the start menu to run it: + +
+ +Also, you should have access to the `ollama` CLI via Powershell or CMD: + +
+ +After Ollama is installed, you can go ahead and `pull` the models you want to use and run. Here's a command to pull my favorite tool-compatible model and embedding model as of April 2025: + +```sh +ollama pull llama3.1:8b +ollama pull mxbai-embed-large +``` + +Also, you can make sure it's running by going to [http://localhost:11434](http://localhost:11434) and you should get the following response (port 11434 being the “normal” Ollama port): + +
+ +Now that you have Ollama up and running, have a few models pulled, you're ready to go to go ahead and start using Ollama as both a chat provider, and embedding provider! \ No newline at end of file diff --git a/docs/User Guide/User Guide/AI/AI Provider Information/Ollama/Installing Ollama_image.png b/docs/User Guide/User Guide/AI/AI Provider Information/Ollama/Installing Ollama_image.png new file mode 100644 index 000000000..cf5ee38d4 Binary files /dev/null and b/docs/User Guide/User Guide/AI/AI Provider Information/Ollama/Installing Ollama_image.png differ diff --git a/docs/User Guide/User Guide/AI/AI Provider Information/OpenAI.md b/docs/User Guide/User Guide/AI/AI Provider Information/OpenAI.md new file mode 100644 index 000000000..e69de29bb diff --git a/docs/User Guide/User Guide/AI/AI Provider Information_im.png b/docs/User Guide/User Guide/AI/AI Provider Information_im.png new file mode 100644 index 000000000..aa19e949d Binary files /dev/null and b/docs/User Guide/User Guide/AI/AI Provider Information_im.png differ diff --git a/docs/User Guide/User Guide/AI/Introduction.md b/docs/User Guide/User Guide/AI/Introduction.md new file mode 100644 index 000000000..5591e0834 --- /dev/null +++ b/docs/User Guide/User Guide/AI/Introduction.md @@ -0,0 +1,89 @@ +# Introduction +
An example chat with an LLM
+ +The AI / LLM features within Trilium Notes are designed to allow you to interact with your Notes in a variety of ways, using as many of the major providers as we can support.  + +In addition to being able to send chats to LLM providers such as OpenAI, Anthropic, and Ollama - we also support agentic tool calling, and embeddings. + +The quickest way to get started is to navigate to the “AI/LLM” settings: + +
+ +Enable the feature: + +
+ +## Embeddings + +**Embeddings** are important as it allows us to have an compact AI “summary” (it's not human readable text) of each of your Notes, that we can then perform mathematical functions on (such as cosine similarity) to smartly figure out which Notes to send as context to the LLM when you're chatting, among other useful functions. + +You will then need to set up the AI “provider” that you wish to use to create the embeddings for your Notes. Currently OpenAI, Voyage AI, and Ollama are supported providers for embedding generation. + +In the following example, we're going to use our self-hosted Ollama instance to create the embeddings for our Notes. You can see additional documentation about installing your own Ollama locally in Installing Ollama. + +To see what embedding models Ollama has available, you can check out [this search](https://ollama.com/search?c=embedding)on their website, and then `pull` whichever one you want to try out. As of 4/15/25, my personal favorite is `mxbai-embed-large`. + +First, we'll need to select the Ollama provider from the tabs of providers, then we will enter in the Base URL for our Ollama. Since our Ollama is running on our local machine, our Base URL is `http://localhost:11434`. We will then hit the “refresh” button to have it fetch our models: + +
+ +When selecting the dropdown for the “Embedding Model”, embedding models should be at the top of the list, separated by regular chat models with a horizontal line, as seen below: + +
+ +After selecting an embedding model, embeddings should automatically begin to be generated by checking the embedding statistics at the top of the “AI/LLM” settings panel: + +
+ +If you don't see any embeddings being created, you will want to scroll to the bottom of the settings, and hit “Recreate All Embeddings”: + +
+ +Creating the embeddings will take some time, and will be regenerated when a Note is created, updated, or deleted (removed). + +If for some reason you choose to change your embedding provider, or the model used, you'll need to recreate all embeddings. + +## Tools + +Tools are essentially functions that we provide to the various LLM providers, and then LLMs can respond in a specific format that tells us what tool function and parameters they would like to invoke. We then execute these tools, and provide it as additional context in the Chat conversation.  + +These are the tools that currently exist, and will certainly be updated to be more effectively (and even more to be added!): + +* `search_notes` + * Semantic search +* `keyword_search` + * Keyword-based search +* `attribute_search` + * Attribute-specific search +* `search_suggestion` + * Search syntax helper +* `read_note` + * Read note content (helps the LLM read Notes) +* `create_note` + * Create a Note +* `update_note` + * Update a Note +* `manage_attributes` + * Manage attributes on a Note +* `manage_relationships` + * Manage the various relationships between Notes +* `extract_content` + * Used to smartly extract content from a Note +* `calendar_integration` + * Used to find date notes, create date notes, get the daily note, etc. + +When Tools are executed within your Chat, you'll see output like the following: + +
+ +You don't need to tell the LLM to execute a certain tool, it should “smartly” call tools and automatically execute them as needed. + +## Overview + +Now that you know about embeddings and tools, you can just go ahead and use the “Chat with Notes” button, where you can go ahead and start chatting!: + +
+ +If you don't see the “Chat with Notes” button on your side launchbar, you might need to move it from the “Available Launchers” section to the “Visible Launchers” section: + +
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+

Currently, we support the following providers:

+ +

 

+

To set your preferred chat model, you'll want to enter the provider's + name here:

+
+ +
+

 

+

 

+

 

+

And to set your preferred embedding provider:

+
+ +
+

 

+

 

+

 

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+

 

+

Ollama can be installed in a variety + of ways, and even runs within a Docker container. + Ollama will be noticeably quicker when running on a GPU (Nvidia, AMD, Intel), + but it can run on CPU and RAM. To install Ollama without any other prerequisites, + you can follow their installer:

+
+ +
+
+ +
+
+ +
+

 

+

After their installer completes, if you're on Windows, you should see + an entry in the start menu to run it:

+
+ +
+

 

+

Also, you should have access to the ollama CLI via Powershell + or CMD:

+
+ +
+

 

+

After Ollama is installed, you can go ahead and pull the models + you want to use and run. Here's a command to pull my favorite tool-compatible + model and embedding model as of April 2025:

ollama pull llama3.1:8b
+ollama pull mxbai-embed-large
+

 

+

Also, you can make sure it's running by going to http://localhost:11434 and + you should get the following response (port 11434 being the “normal” Ollama + port):

+

 

+
+ +
+

 

+

Now that you have Ollama up and running, have a few models pulled, you're + ready to go to go ahead and start using Ollama as both a chat provider, + and embedding provider!

+

 

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+
+ +
An example chat with an LLM
+
+

 

+

The AI / LLM features within Trilium Notes are designed to allow you to + interact with your Notes in a variety of ways, using as many of the major + providers as we can support. 

+

 

+

In addition to being able to send chats to LLM providers such as OpenAI, + Anthropic, and Ollama - we also support agentic tool calling, and embeddings.

+

 

+

The quickest way to get started is to navigate to the “AI/LLM” settings:

+
+ +
+

 

+

Enable the feature:

+
+ +
+

 

+

Embeddings

+

Embeddings are important as it allows us to have an compact + AI “summary” (it's not human readable text) of each of your Notes, that + we can then perform mathematical functions on (such as cosine similarity) + to smartly figure out which Notes to send as context to the LLM when you're + chatting, among other useful functions.

+

You will then need to set up the AI “provider” that you wish to use to + create the embeddings for your Notes. Currently OpenAI, Voyage AI, and + Ollama are supported providers for embedding generation.

+

In the following example, we're going to use our self-hosted Ollama instance + to create the embeddings for our Notes. You can see additional documentation + about installing your own Ollama locally in Installing Ollama.

+

To see what embedding models Ollama has available, you can check out + this searchon their website, and then pull whichever one + you want to try out. As of 4/15/25, my personal favorite is mxbai-embed-large.

+

First, we'll need to select the Ollama provider from the tabs of providers, + then we will enter in the Base URL for our Ollama. Since our Ollama is + running on our local machine, our Base URL is http://localhost:11434. + We will then hit the “refresh” button to have it fetch our models:

+
+ +
+

 

+

When selecting the dropdown for the “Embedding Model”, embedding models + should be at the top of the list, separated by regular chat models with + a horizontal line, as seen below:

+
+ +
+

 

+

After selecting an embedding model, embeddings should automatically begin + to be generated by checking the embedding statistics at the top of the + “AI/LLM” settings panel:

+
+ +
+

 

+

If you don't see any embeddings being created, you will want to scroll + to the bottom of the settings, and hit “Recreate All Embeddings”:

+
+ +
+

 

+

Creating the embeddings will take some time, and will be regenerated when + a Note is created, updated, or deleted (removed).

+

If for some reason you choose to change your embedding provider, or the + model used, you'll need to recreate all embeddings.

+

 

+

 

+

Tools

+

Tools are essentially functions that we provide to the various LLM providers, + and then LLMs can respond in a specific format that tells us what tool + function and parameters they would like to invoke. We then execute these + tools, and provide it as additional context in the Chat conversation. 

+

 

+

These are the tools that currently exist, and will certainly be updated + to be more effectively (and even more to be added!):

+ +

 

+

When Tools are executed within your Chat, you'll see output like the following:

+
+ +
+

You don't need to tell the LLM to execute a certain tool, it should “smartly” + call tools and automatically execute them as needed.

+

 

+

Overview

+

 

+

Now that you know about embeddings and tools, you can just go ahead and + use the “Chat with Notes” button, where you can go ahead and start chatting!:

+
+ +
+

 

+

If you don't see the “Chat with Notes” button on your side launchbar, + you might need to move it from the “Available Launchers” section to the + “Visible Launchers” section:

+
+ +
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