@agenticmail/enterprise 0.5.327 → 0.5.329

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (888) hide show
  1. package/dist/agent-tools-F3CYENMK.js +13949 -0
  2. package/dist/browser-tool-P57PLVW2.js +4002 -0
  3. package/dist/chunk-3RI3AIJN.js +1519 -0
  4. package/dist/chunk-AD4DFKHR.js +4928 -0
  5. package/dist/chunk-UQXPVWXG.js +5101 -0
  6. package/dist/cli-agent-K6UFZRXC.js +2473 -0
  7. package/dist/cli-serve-4MT7RDEL.js +260 -0
  8. package/dist/cli.js +3 -3
  9. package/dist/dashboard/app.js +1 -1
  10. package/dist/dashboard/components/transport-encryption.js +0 -62
  11. package/dist/dashboard/pages/agent-detail/index.js +5 -2
  12. package/dist/dashboard/pages/agent-detail/manager.js +1 -1
  13. package/dist/dashboard/pages/agent-detail/overview.js +4 -2
  14. package/dist/dashboard/pages/agent-detail/tool-security.js +1 -1
  15. package/dist/dashboard/pages/domain-status.js +3 -6
  16. package/dist/dashboard/pages/memory-transfer.js +1 -1
  17. package/dist/dashboard/pages/messages.js +0 -1
  18. package/dist/dashboard/pages/roles.js +0 -2
  19. package/dist/dashboard/pages/workforce.js +0 -1
  20. package/dist/index.js +3 -3
  21. package/dist/runtime-L5ADJORP.js +45 -0
  22. package/dist/server-KSN56EZQ.js +28 -0
  23. package/dist/setup-UUNBBOQH.js +20 -0
  24. package/logs/cloudflared-error.log +42 -0
  25. package/logs/enterprise-out.log +6 -0
  26. package/package.json +1 -1
  27. package/src/admin/page-registry.ts +0 -290
  28. package/src/admin/routes.ts +0 -2968
  29. package/src/agent-tools/common.ts +0 -260
  30. package/src/agent-tools/index.ts +0 -542
  31. package/src/agent-tools/merge.ts +0 -62
  32. package/src/agent-tools/middleware.ts +0 -436
  33. package/src/agent-tools/schema/typebox.ts +0 -25
  34. package/src/agent-tools/security.ts +0 -352
  35. package/src/agent-tools/tool-resolver.ts +0 -1018
  36. package/src/agent-tools/tools/agenticmail.ts +0 -1017
  37. package/src/agent-tools/tools/bash.ts +0 -179
  38. package/src/agent-tools/tools/browser-tool.schema.ts +0 -112
  39. package/src/agent-tools/tools/browser-tool.ts +0 -388
  40. package/src/agent-tools/tools/browser.ts +0 -764
  41. package/src/agent-tools/tools/edit.ts +0 -100
  42. package/src/agent-tools/tools/enterprise-code-sandbox.ts +0 -395
  43. package/src/agent-tools/tools/enterprise-database.ts +0 -377
  44. package/src/agent-tools/tools/enterprise-diff.ts +0 -580
  45. package/src/agent-tools/tools/enterprise-documents.ts +0 -896
  46. package/src/agent-tools/tools/enterprise-http.ts +0 -485
  47. package/src/agent-tools/tools/enterprise-security-scan.ts +0 -528
  48. package/src/agent-tools/tools/enterprise-spreadsheet.ts +0 -825
  49. package/src/agent-tools/tools/glob.ts +0 -129
  50. package/src/agent-tools/tools/google/calendar.ts +0 -230
  51. package/src/agent-tools/tools/google/chat.ts +0 -725
  52. package/src/agent-tools/tools/google/contacts.ts +0 -209
  53. package/src/agent-tools/tools/google/docs.ts +0 -162
  54. package/src/agent-tools/tools/google/drive.ts +0 -392
  55. package/src/agent-tools/tools/google/forms.ts +0 -367
  56. package/src/agent-tools/tools/google/gmail.ts +0 -897
  57. package/src/agent-tools/tools/google/index.ts +0 -86
  58. package/src/agent-tools/tools/google/maps.ts +0 -543
  59. package/src/agent-tools/tools/google/meeting-voice.ts +0 -885
  60. package/src/agent-tools/tools/google/meetings.ts +0 -1094
  61. package/src/agent-tools/tools/google/sheets.ts +0 -215
  62. package/src/agent-tools/tools/google/slides.ts +0 -559
  63. package/src/agent-tools/tools/google/tasks.ts +0 -200
  64. package/src/agent-tools/tools/grep.ts +0 -178
  65. package/src/agent-tools/tools/integrations/_factory.ts +0 -102
  66. package/src/agent-tools/tools/integrations/activecampaign.ts +0 -14
  67. package/src/agent-tools/tools/integrations/adobe-sign.ts +0 -14
  68. package/src/agent-tools/tools/integrations/adp.ts +0 -14
  69. package/src/agent-tools/tools/integrations/airtable.ts +0 -14
  70. package/src/agent-tools/tools/integrations/apollo.ts +0 -14
  71. package/src/agent-tools/tools/integrations/asana.ts +0 -14
  72. package/src/agent-tools/tools/integrations/auth0.ts +0 -14
  73. package/src/agent-tools/tools/integrations/aws.ts +0 -14
  74. package/src/agent-tools/tools/integrations/azure-devops.ts +0 -14
  75. package/src/agent-tools/tools/integrations/bamboohr.ts +0 -14
  76. package/src/agent-tools/tools/integrations/basecamp.ts +0 -14
  77. package/src/agent-tools/tools/integrations/bigcommerce.ts +0 -14
  78. package/src/agent-tools/tools/integrations/bitbucket.ts +0 -14
  79. package/src/agent-tools/tools/integrations/box.ts +0 -14
  80. package/src/agent-tools/tools/integrations/brex.ts +0 -14
  81. package/src/agent-tools/tools/integrations/buffer.ts +0 -14
  82. package/src/agent-tools/tools/integrations/calendly.ts +0 -14
  83. package/src/agent-tools/tools/integrations/canva.ts +0 -14
  84. package/src/agent-tools/tools/integrations/chargebee.ts +0 -14
  85. package/src/agent-tools/tools/integrations/circleci.ts +0 -14
  86. package/src/agent-tools/tools/integrations/clickup.ts +0 -14
  87. package/src/agent-tools/tools/integrations/close.ts +0 -14
  88. package/src/agent-tools/tools/integrations/cloudflare.ts +0 -14
  89. package/src/agent-tools/tools/integrations/confluence.ts +0 -14
  90. package/src/agent-tools/tools/integrations/contentful.ts +0 -14
  91. package/src/agent-tools/tools/integrations/copper.ts +0 -14
  92. package/src/agent-tools/tools/integrations/crisp.ts +0 -14
  93. package/src/agent-tools/tools/integrations/crowdstrike.ts +0 -14
  94. package/src/agent-tools/tools/integrations/datadog.ts +0 -14
  95. package/src/agent-tools/tools/integrations/digitalocean.ts +0 -14
  96. package/src/agent-tools/tools/integrations/discord.ts +0 -14
  97. package/src/agent-tools/tools/integrations/docker.ts +0 -14
  98. package/src/agent-tools/tools/integrations/docusign.ts +0 -14
  99. package/src/agent-tools/tools/integrations/drift.ts +0 -14
  100. package/src/agent-tools/tools/integrations/dropbox.ts +0 -14
  101. package/src/agent-tools/tools/integrations/figma.ts +0 -14
  102. package/src/agent-tools/tools/integrations/firebase.ts +0 -14
  103. package/src/agent-tools/tools/integrations/flyio.ts +0 -14
  104. package/src/agent-tools/tools/integrations/freshbooks.ts +0 -14
  105. package/src/agent-tools/tools/integrations/freshdesk.ts +0 -14
  106. package/src/agent-tools/tools/integrations/freshsales.ts +0 -14
  107. package/src/agent-tools/tools/integrations/freshservice.ts +0 -14
  108. package/src/agent-tools/tools/integrations/front.ts +0 -14
  109. package/src/agent-tools/tools/integrations/github-actions.ts +0 -14
  110. package/src/agent-tools/tools/integrations/github.ts +0 -14
  111. package/src/agent-tools/tools/integrations/gitlab.ts +0 -14
  112. package/src/agent-tools/tools/integrations/gong.ts +0 -14
  113. package/src/agent-tools/tools/integrations/google-ads.ts +0 -14
  114. package/src/agent-tools/tools/integrations/google-analytics.ts +0 -14
  115. package/src/agent-tools/tools/integrations/google-cloud.ts +0 -14
  116. package/src/agent-tools/tools/integrations/gotomeeting.ts +0 -14
  117. package/src/agent-tools/tools/integrations/grafana.ts +0 -14
  118. package/src/agent-tools/tools/integrations/greenhouse.ts +0 -14
  119. package/src/agent-tools/tools/integrations/gusto.ts +0 -14
  120. package/src/agent-tools/tools/integrations/hashicorp-vault.ts +0 -14
  121. package/src/agent-tools/tools/integrations/heroku.ts +0 -14
  122. package/src/agent-tools/tools/integrations/hibob.ts +0 -14
  123. package/src/agent-tools/tools/integrations/hootsuite.ts +0 -14
  124. package/src/agent-tools/tools/integrations/hubspot.ts +0 -14
  125. package/src/agent-tools/tools/integrations/huggingface.ts +0 -14
  126. package/src/agent-tools/tools/integrations/index.ts +0 -474
  127. package/src/agent-tools/tools/integrations/intercom.ts +0 -14
  128. package/src/agent-tools/tools/integrations/jira.ts +0 -14
  129. package/src/agent-tools/tools/integrations/klaviyo.ts +0 -14
  130. package/src/agent-tools/tools/integrations/kubernetes.ts +0 -14
  131. package/src/agent-tools/tools/integrations/lattice.ts +0 -14
  132. package/src/agent-tools/tools/integrations/launchdarkly.ts +0 -14
  133. package/src/agent-tools/tools/integrations/lever.ts +0 -14
  134. package/src/agent-tools/tools/integrations/linear.ts +0 -14
  135. package/src/agent-tools/tools/integrations/linkedin.ts +0 -14
  136. package/src/agent-tools/tools/integrations/livechat.ts +0 -14
  137. package/src/agent-tools/tools/integrations/loom.ts +0 -14
  138. package/src/agent-tools/tools/integrations/mailchimp.ts +0 -14
  139. package/src/agent-tools/tools/integrations/mailgun.ts +0 -14
  140. package/src/agent-tools/tools/integrations/miro.ts +0 -14
  141. package/src/agent-tools/tools/integrations/mixpanel.ts +0 -14
  142. package/src/agent-tools/tools/integrations/monday.ts +0 -14
  143. package/src/agent-tools/tools/integrations/mongodb-atlas.ts +0 -14
  144. package/src/agent-tools/tools/integrations/neon.ts +0 -14
  145. package/src/agent-tools/tools/integrations/netlify.ts +0 -14
  146. package/src/agent-tools/tools/integrations/netsuite.ts +0 -14
  147. package/src/agent-tools/tools/integrations/newrelic.ts +0 -14
  148. package/src/agent-tools/tools/integrations/notion.ts +0 -14
  149. package/src/agent-tools/tools/integrations/okta.ts +0 -14
  150. package/src/agent-tools/tools/integrations/openai.ts +0 -14
  151. package/src/agent-tools/tools/integrations/opsgenie.ts +0 -14
  152. package/src/agent-tools/tools/integrations/outreach.ts +0 -14
  153. package/src/agent-tools/tools/integrations/paddle.ts +0 -14
  154. package/src/agent-tools/tools/integrations/pagerduty.ts +0 -14
  155. package/src/agent-tools/tools/integrations/pandadoc.ts +0 -14
  156. package/src/agent-tools/tools/integrations/paypal.ts +0 -14
  157. package/src/agent-tools/tools/integrations/personio.ts +0 -14
  158. package/src/agent-tools/tools/integrations/pinecone.ts +0 -14
  159. package/src/agent-tools/tools/integrations/pipedrive.ts +0 -14
  160. package/src/agent-tools/tools/integrations/plaid.ts +0 -14
  161. package/src/agent-tools/tools/integrations/postmark.ts +0 -14
  162. package/src/agent-tools/tools/integrations/power-automate.ts +0 -14
  163. package/src/agent-tools/tools/integrations/quickbooks.ts +0 -14
  164. package/src/agent-tools/tools/integrations/recurly.ts +0 -14
  165. package/src/agent-tools/tools/integrations/reddit.ts +0 -14
  166. package/src/agent-tools/tools/integrations/render.ts +0 -14
  167. package/src/agent-tools/tools/integrations/ringcentral.ts +0 -14
  168. package/src/agent-tools/tools/integrations/rippling.ts +0 -14
  169. package/src/agent-tools/tools/integrations/salesforce.ts +0 -14
  170. package/src/agent-tools/tools/integrations/salesloft.ts +0 -14
  171. package/src/agent-tools/tools/integrations/sanity.ts +0 -14
  172. package/src/agent-tools/tools/integrations/sap.ts +0 -14
  173. package/src/agent-tools/tools/integrations/segment.ts +0 -14
  174. package/src/agent-tools/tools/integrations/sendgrid.ts +0 -14
  175. package/src/agent-tools/tools/integrations/sentry.ts +0 -14
  176. package/src/agent-tools/tools/integrations/servicenow.ts +0 -14
  177. package/src/agent-tools/tools/integrations/shopify.ts +0 -14
  178. package/src/agent-tools/tools/integrations/shortcut.ts +0 -14
  179. package/src/agent-tools/tools/integrations/slack.ts +0 -14
  180. package/src/agent-tools/tools/integrations/smartsheet.ts +0 -14
  181. package/src/agent-tools/tools/integrations/snowflake.ts +0 -14
  182. package/src/agent-tools/tools/integrations/snyk.ts +0 -14
  183. package/src/agent-tools/tools/integrations/splunk.ts +0 -14
  184. package/src/agent-tools/tools/integrations/square.ts +0 -14
  185. package/src/agent-tools/tools/integrations/statuspage.ts +0 -14
  186. package/src/agent-tools/tools/integrations/stripe.ts +0 -14
  187. package/src/agent-tools/tools/integrations/supabase.ts +0 -14
  188. package/src/agent-tools/tools/integrations/teamwork.ts +0 -14
  189. package/src/agent-tools/tools/integrations/telegram.ts +0 -14
  190. package/src/agent-tools/tools/integrations/terraform.ts +0 -14
  191. package/src/agent-tools/tools/integrations/todoist.ts +0 -14
  192. package/src/agent-tools/tools/integrations/trello.ts +0 -14
  193. package/src/agent-tools/tools/integrations/twilio.ts +0 -14
  194. package/src/agent-tools/tools/integrations/twitter.ts +0 -14
  195. package/src/agent-tools/tools/integrations/vercel.ts +0 -14
  196. package/src/agent-tools/tools/integrations/weaviate.ts +0 -14
  197. package/src/agent-tools/tools/integrations/webex.ts +0 -14
  198. package/src/agent-tools/tools/integrations/webflow.ts +0 -14
  199. package/src/agent-tools/tools/integrations/whatsapp.ts +0 -14
  200. package/src/agent-tools/tools/integrations/whereby.ts +0 -14
  201. package/src/agent-tools/tools/integrations/woocommerce.ts +0 -14
  202. package/src/agent-tools/tools/integrations/wordpress.ts +0 -14
  203. package/src/agent-tools/tools/integrations/workday.ts +0 -14
  204. package/src/agent-tools/tools/integrations/wrike.ts +0 -14
  205. package/src/agent-tools/tools/integrations/xero.ts +0 -14
  206. package/src/agent-tools/tools/integrations/youtube.ts +0 -14
  207. package/src/agent-tools/tools/integrations/zendesk.ts +0 -14
  208. package/src/agent-tools/tools/integrations/zoho-crm.ts +0 -14
  209. package/src/agent-tools/tools/integrations/zoom.ts +0 -14
  210. package/src/agent-tools/tools/integrations/zuora.ts +0 -14
  211. package/src/agent-tools/tools/knowledge-search.ts +0 -318
  212. package/src/agent-tools/tools/local/coding.ts +0 -626
  213. package/src/agent-tools/tools/local/dependency-manager.ts +0 -647
  214. package/src/agent-tools/tools/local/file-edit.ts +0 -31
  215. package/src/agent-tools/tools/local/file-list.ts +0 -39
  216. package/src/agent-tools/tools/local/file-ops.ts +0 -48
  217. package/src/agent-tools/tools/local/file-read.ts +0 -39
  218. package/src/agent-tools/tools/local/file-search.ts +0 -46
  219. package/src/agent-tools/tools/local/file-write.ts +0 -28
  220. package/src/agent-tools/tools/local/filesystem.ts +0 -5
  221. package/src/agent-tools/tools/local/index.ts +0 -55
  222. package/src/agent-tools/tools/local/resolve-path.ts +0 -18
  223. package/src/agent-tools/tools/local/shell.ts +0 -277
  224. package/src/agent-tools/tools/local/system-info.ts +0 -29
  225. package/src/agent-tools/tools/management.ts +0 -425
  226. package/src/agent-tools/tools/mcp-bridge.ts +0 -142
  227. package/src/agent-tools/tools/mcp-server-tools.ts +0 -91
  228. package/src/agent-tools/tools/meeting-lifecycle.ts +0 -438
  229. package/src/agent-tools/tools/memory.ts +0 -509
  230. package/src/agent-tools/tools/messaging/index.ts +0 -6
  231. package/src/agent-tools/tools/messaging/telegram.ts +0 -167
  232. package/src/agent-tools/tools/messaging/whatsapp.ts +0 -651
  233. package/src/agent-tools/tools/microsoft/contacts.ts +0 -176
  234. package/src/agent-tools/tools/microsoft/excel-vba.ts +0 -331
  235. package/src/agent-tools/tools/microsoft/excel.ts +0 -261
  236. package/src/agent-tools/tools/microsoft/graph-api.ts +0 -161
  237. package/src/agent-tools/tools/microsoft/index.ts +0 -95
  238. package/src/agent-tools/tools/microsoft/onedrive.ts +0 -429
  239. package/src/agent-tools/tools/microsoft/onenote.ts +0 -186
  240. package/src/agent-tools/tools/microsoft/outlook-calendar.ts +0 -286
  241. package/src/agent-tools/tools/microsoft/outlook-mail.ts +0 -723
  242. package/src/agent-tools/tools/microsoft/planner.ts +0 -200
  243. package/src/agent-tools/tools/microsoft/powerbi.ts +0 -266
  244. package/src/agent-tools/tools/microsoft/powerpoint.ts +0 -186
  245. package/src/agent-tools/tools/microsoft/sharepoint.ts +0 -328
  246. package/src/agent-tools/tools/microsoft/teams.ts +0 -463
  247. package/src/agent-tools/tools/microsoft/todo.ts +0 -181
  248. package/src/agent-tools/tools/oauth-token-provider.ts +0 -101
  249. package/src/agent-tools/tools/read.ts +0 -160
  250. package/src/agent-tools/tools/visual-memory/capture.ts +0 -217
  251. package/src/agent-tools/tools/visual-memory/diff.ts +0 -283
  252. package/src/agent-tools/tools/visual-memory/index.ts +0 -698
  253. package/src/agent-tools/tools/visual-memory/phash.ts +0 -120
  254. package/src/agent-tools/tools/visual-memory/similarity.ts +0 -354
  255. package/src/agent-tools/tools/visual-memory/storage.ts +0 -534
  256. package/src/agent-tools/tools/visual-memory/types.ts +0 -100
  257. package/src/agent-tools/tools/web-fetch-utils.ts +0 -202
  258. package/src/agent-tools/tools/web-fetch.ts +0 -464
  259. package/src/agent-tools/tools/web-search.ts +0 -480
  260. package/src/agent-tools/tools/web-shared.ts +0 -232
  261. package/src/agent-tools/tools/write.ts +0 -68
  262. package/src/agent-tools/types.ts +0 -214
  263. package/src/agenticmail/index.ts +0 -34
  264. package/src/agenticmail/manager.ts +0 -253
  265. package/src/agenticmail/providers/google.ts +0 -391
  266. package/src/agenticmail/providers/imap.ts +0 -454
  267. package/src/agenticmail/providers/index.ts +0 -28
  268. package/src/agenticmail/providers/microsoft.ts +0 -260
  269. package/src/agenticmail/types.ts +0 -173
  270. package/src/auth/routes.ts +0 -1589
  271. package/src/browser/bridge-auth-registry.ts +0 -34
  272. package/src/browser/bridge-server.ts +0 -93
  273. package/src/browser/cdp.helpers.ts +0 -180
  274. package/src/browser/cdp.ts +0 -466
  275. package/src/browser/chrome.executables.ts +0 -625
  276. package/src/browser/chrome.profile-decoration.ts +0 -198
  277. package/src/browser/chrome.ts +0 -349
  278. package/src/browser/client-actions-core.ts +0 -259
  279. package/src/browser/client-actions-observe.ts +0 -184
  280. package/src/browser/client-actions-state.ts +0 -284
  281. package/src/browser/client-actions-types.ts +0 -16
  282. package/src/browser/client-actions-url.ts +0 -11
  283. package/src/browser/client-actions.ts +0 -4
  284. package/src/browser/client-fetch.ts +0 -253
  285. package/src/browser/client.ts +0 -337
  286. package/src/browser/config.ts +0 -301
  287. package/src/browser/constants.ts +0 -8
  288. package/src/browser/control-auth.ts +0 -94
  289. package/src/browser/control-service.ts +0 -81
  290. package/src/browser/csrf.ts +0 -87
  291. package/src/browser/enterprise-compat.ts +0 -562
  292. package/src/browser/extension-relay.ts +0 -834
  293. package/src/browser/http-auth.ts +0 -63
  294. package/src/browser/navigation-guard.ts +0 -50
  295. package/src/browser/paths.ts +0 -49
  296. package/src/browser/playwright.d.ts +0 -12
  297. package/src/browser/profiles-service.ts +0 -187
  298. package/src/browser/profiles.ts +0 -114
  299. package/src/browser/proxy-files.ts +0 -41
  300. package/src/browser/pw-ai-module.ts +0 -52
  301. package/src/browser/pw-ai-state.ts +0 -9
  302. package/src/browser/pw-ai.ts +0 -65
  303. package/src/browser/pw-role-snapshot.ts +0 -434
  304. package/src/browser/pw-session.ts +0 -810
  305. package/src/browser/pw-tools-core.activity.ts +0 -68
  306. package/src/browser/pw-tools-core.downloads.ts +0 -281
  307. package/src/browser/pw-tools-core.interactions.ts +0 -646
  308. package/src/browser/pw-tools-core.responses.ts +0 -124
  309. package/src/browser/pw-tools-core.shared.ts +0 -70
  310. package/src/browser/pw-tools-core.snapshot.ts +0 -213
  311. package/src/browser/pw-tools-core.state.ts +0 -209
  312. package/src/browser/pw-tools-core.storage.ts +0 -128
  313. package/src/browser/pw-tools-core.trace.ts +0 -37
  314. package/src/browser/pw-tools-core.ts +0 -8
  315. package/src/browser/resolved-config-refresh.ts +0 -59
  316. package/src/browser/routes/agent.act.shared.ts +0 -52
  317. package/src/browser/routes/agent.act.ts +0 -575
  318. package/src/browser/routes/agent.debug.ts +0 -149
  319. package/src/browser/routes/agent.shared.ts +0 -143
  320. package/src/browser/routes/agent.snapshot.ts +0 -333
  321. package/src/browser/routes/agent.storage.ts +0 -451
  322. package/src/browser/routes/agent.ts +0 -13
  323. package/src/browser/routes/basic.ts +0 -202
  324. package/src/browser/routes/dispatcher.ts +0 -126
  325. package/src/browser/routes/index.ts +0 -11
  326. package/src/browser/routes/path-output.ts +0 -1
  327. package/src/browser/routes/tabs.ts +0 -217
  328. package/src/browser/routes/types.ts +0 -26
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package/src/dashboard/docs/knowledge.html DELETED
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- <!DOCTYPE html><html lang="en"><head><meta charset="UTF-8"><meta name="viewport" content="width=device-width, initial-scale=1.0">
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- <title>Knowledge Bases — AgenticMail Enterprise</title>
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- <link rel="stylesheet" href="/docs/docs-style.css">
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- <script>document.documentElement.setAttribute('data-theme', localStorage.getItem('em_theme') || 'dark');</script>
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- </head><body>
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- <a href="javascript:history.back()" class="back">← Back to Dashboard</a>
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- <h1>Knowledge Bases</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Document ingestion, chunking, and RAG retrieval for your AI agents</p>
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-
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- <div class="toc">
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- <h3>Table of Contents</h3>
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- <ul>
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- <li><a href="#overview">Overview</a></li>
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- <li><a href="#how-it-works">How It Works</a></li>
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- <li><a href="#key-concepts">Key Concepts</a></li>
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- <li><a href="#creating-knowledge-bases">Creating Knowledge Bases</a></li>
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- <li><a href="#detail-view">Detail View</a></li>
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- <li><a href="#documents">Documents</a></li>
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- <li><a href="#chunks">Chunks</a></li>
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- <li><a href="#import-wizard">Import Wizard</a></li>
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- <li><a href="#agent-access">Agent Access</a></li>
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- <li><a href="#api-reference">API Reference</a></li>
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- <li><a href="#best-practices">Best Practices</a></li>
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- <li><a href="#troubleshooting">Troubleshooting</a></li>
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- <li><a href="#related">Related Pages</a></li>
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- </ul>
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- </div>
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-
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- <h2 id="overview">Overview</h2>
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-
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- <div class="tip">
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- <strong>Non-technical summary:</strong> Knowledge bases are like filing cabinets for your AI agents. You put documents in them — policies, product docs, FAQs, anything — and agents can search through them to find answers. Instead of making things up, agents pull real information from your documents. This is called RAG (Retrieval-Augmented Generation).
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- </div>
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-
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- <p>The Knowledge Bases page (<code>KnowledgeBasePage</code>) manages document collections that power RAG retrieval for your agents. It provides a card-based list view of all knowledge bases, a two-panel detail view showing documents and their chunks, inline editing capabilities for both documents and chunks, and integration with the Knowledge Import Wizard for ingesting content from multiple sources.</p>
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-
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- <p>Knowledge bases are organization-aware — they can be scoped to a specific client organization for data isolation, or kept internal to your organization.</p>
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-
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- <h2 id="how-it-works">How It Works</h2>
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-
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- <ol>
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- <li><strong>Create a knowledge base</strong> — Give it a name, description, and optionally assign it to a client organization.</li>
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- <li><strong>Import documents</strong> — Use the import wizard to add content from GitHub, Google Drive, SharePoint, websites, or direct file uploads.</li>
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- <li><strong>Automatic chunking</strong> — Documents are automatically split into smaller text segments (chunks) optimized for retrieval.</li>
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- <li><strong>Assign to agents</strong> — Link knowledge bases to agents so they can search them when answering questions.</li>
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- <li><strong>Agents query at runtime</strong> — When an agent needs information, it searches the knowledge base and the most relevant chunks are included in its prompt context.</li>
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- </ol>
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-
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- <h2 id="key-concepts">Key Concepts</h2>
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-
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- <h3>RAG (Retrieval-Augmented Generation)</h3>
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- <p>RAG is the technique of retrieving relevant documents before generating a response. Instead of relying solely on the LLM's training data, the agent searches your knowledge base for specific, up-to-date information and uses it to form accurate answers.</p>
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-
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- <h3>Documents vs. Chunks</h3>
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- <p>A <strong>document</strong> is a source file you import (PDF, markdown, web page, etc.). A <strong>chunk</strong> is a smaller segment of that document — typically a few paragraphs — that the retrieval system can match against queries. Smaller chunks allow more precise retrieval but use less context per match.</p>
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-
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- <h3>Organization Scoping</h3>
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- <p>Knowledge bases can be assigned to a client organization via <code>clientOrgId</code>. This ensures data isolation — agents in Org A cannot access Org B's knowledge bases. When the org context switcher is active, only relevant KBs are shown.</p>
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-
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- <h2 id="creating-knowledge-bases">Creating Knowledge Bases</h2>
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-
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- <table>
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- <thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td>Name</td><td>Yes</td><td>Descriptive name (e.g., "Product Documentation Q1 2026")</td></tr>
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- <tr><td>Description</td><td>No</td><td>What this knowledge base contains and its purpose</td></tr>
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- <tr><td>Organization</td><td>No</td><td>Assign to a client org for data isolation, or leave as internal</td></tr>
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- </tbody>
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- </table>
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-
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- <pre><code>POST /api/engine/knowledge-bases
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- Content-Type: application/json
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-
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- {
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- "name": "Customer Support Playbook",
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- "description": "Standard responses, escalation procedures, refund policies",
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- "orgId": "default-org-id",
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- "clientOrgId": "client-abc123"
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- }</code></pre>
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-
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- <h2 id="detail-view">Detail View</h2>
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-
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- <p>Clicking a knowledge base card opens the detail view with:</p>
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-
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- <ul>
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- <li><strong>Header bar</strong> — Back button, KB name (inline editable), Import Docs button, Edit button, Delete button</li>
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- <li><strong>Description card</strong> — Editable description, org assignment dropdown, metadata (ID, creation date, document count, agent count)</li>
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- <li><strong>Stats cards</strong> — Documents, Chunks, Total Tokens, Queries — each with contextual help tooltips</li>
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- <li><strong>Two-panel layout</strong> — Documents list (left) and chunk preview (right)</li>
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- <li><strong>Import history</strong> — Previous import jobs with status tracking</li>
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- </ul>
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-
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- <h2 id="documents">Documents</h2>
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-
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- <p>Documents are the source files imported into a knowledge base. Each document shows:</p>
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-
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- <table>
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- <thead><tr><th>Property</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td>Name</td><td>Document filename or title (editable inline)</td></tr>
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- <tr><td>Source Type</td><td>Where the document came from (upload, github, url, etc.)</td></tr>
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- <tr><td>MIME Type</td><td>File format (text/markdown, application/pdf, etc.)</td></tr>
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- <tr><td>Size</td><td>File size in bytes or KB</td></tr>
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- <tr><td>Chunk Count</td><td>Number of chunks generated from this document</td></tr>
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- <tr><td>Status</td><td>Processing status (pending, processed, error)</td></tr>
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- </tbody>
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- </table>
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-
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- <p>Documents can be renamed via inline editing and deleted individually. Deleting a document removes all its chunks.</p>
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-
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- <div class="danger">
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- <strong>Deleting a document is permanent.</strong> All associated chunks will be removed and cannot be recovered. Re-import the document if needed.
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- </div>
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-
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- <h2 id="chunks">Chunks</h2>
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-
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- <p>Select a document to view its chunks in the right panel. Each chunk displays:</p>
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- <ul>
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- <li><strong>Position</strong> — Sequential number within the document</li>
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- <li><strong>Token count</strong> — Number of tokens in this chunk (affects context usage)</li>
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- <li><strong>Content</strong> — The actual text content, displayed in a monospace preview</li>
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- <li><strong>Edit button</strong> — Opens an inline textarea for manual chunk editing</li>
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- <li><strong>Delete button</strong> — Removes individual chunks</li>
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- </ul>
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-
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- <div class="tip">
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- <strong>When to edit chunks:</strong> If an agent gives incorrect answers, check the source chunks. You might find OCR errors from PDF extraction, formatting artifacts, or ambiguous text that needs clarification. Editing chunks directly improves retrieval quality without re-importing the entire document.
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- </div>
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-
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- <pre><code>// Update a chunk's content
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- PUT /api/engine/knowledge-bases/{kbId}/chunks/{chunkId}
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- Content-Type: application/json
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-
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- { "content": "Updated chunk text with corrected information..." }
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-
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- // Delete a chunk
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- DELETE /api/engine/knowledge-bases/{kbId}/chunks/{chunkId}</code></pre>
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-
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- <h2 id="import-wizard">Import Wizard</h2>
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-
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- <p>The Import Wizard (<code>KnowledgeImportWizard</code>) is accessible from both the list view and detail view. It supports importing content from:</p>
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-
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- <ul>
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- <li><strong>File Upload</strong> — Direct file uploads (PDF, Markdown, TXT, DOCX, etc.)</li>
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- <li><strong>GitHub</strong> — Import from GitHub repositories</li>
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- <li><strong>Google Drive</strong> — Connect and import from Google Drive</li>
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- <li><strong>SharePoint</strong> — Import from Microsoft SharePoint</li>
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- <li><strong>Web URLs</strong> — Crawl and import web pages</li>
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- <li><strong>Direct Text</strong> — Paste text content directly</li>
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- </ul>
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-
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- <p>Import jobs are tracked asynchronously — you can view their progress in the Import Jobs section of the detail view.</p>
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-
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- <h2 id="agent-access">Agent Access</h2>
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- <p>The <strong>Agent Access</strong> card in the KB detail view controls which agents can search and retrieve information from this knowledge base.</p>
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-
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- <div class="tip">
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- <strong>For non-technical users:</strong> Think of agent access like sharing a folder — you pick which agents are allowed to look inside this knowledge base. An agent without access simply can't see or search the documents in it.
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- </div>
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-
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- <h3>How to Assign Agents</h3>
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- <ol>
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- <li>Open a knowledge base by clicking on it from the list.</li>
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- <li>Scroll to the <strong>Agent Access</strong> card (below the stats).</li>
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- <li>Click on agent names to toggle their access — selected agents are highlighted with a checkmark.</li>
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- <li>Click <strong>Save Agent Access</strong> to apply changes. Click <strong>Reset</strong> to undo unsaved changes.</li>
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- </ol>
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-
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- <div class="card">
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- <h3>How It Works Technically</h3>
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- <p>Each knowledge base has an <code>agentIds</code> array stored in the database. When an agent performs a RAG search via <code>GET /knowledge-bases/search?agentId=xxx</code>, only knowledge bases where the agent's ID is in the <code>agentIds</code> array are searched.</p>
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- <p>Updating agent access calls <code>PUT /knowledge-bases/:id</code> with the new <code>agentIds</code> array. Changes take effect immediately — the agent will have access on its very next query. <strong>No agent restart is required.</strong></p>
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- <pre><code>PUT /knowledge-bases/:id
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- {
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- "agentIds": ["agent-uuid-1", "agent-uuid-2"]
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- }</code></pre>
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- </div>
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-
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- <div class="warning">
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- <strong>Important:</strong> If an agent is not assigned to any knowledge base, it cannot use RAG retrieval and will rely solely on its training data and conversation context. Always assign relevant KBs to agents that need them.
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- </div>
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-
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- <h3>Automatic Assignment (Onboarding)</h3>
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- <p>When a new agent is created, knowledge bases are <strong>automatically assigned</strong> based on org context:</p>
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- <table>
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- <thead><tr><th>Agent Type</th><th>Gets Access To</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Client org agent</strong></td><td>All KBs belonging to their client organization</td></tr>
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- <tr><td><strong>Internal agent</strong></td><td>All KBs NOT belonging to any client organization (shared/internal KBs)</td></tr>
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- </tbody>
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- </table>
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- <p>If you add new knowledge bases after agents are already running, use the <strong>"Sync Knowledge"</strong> button on the agent's Deployment tab to trigger auto-assignment for that agent.</p>
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-
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- <div class="card">
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- <h3>Auto-Assign API</h3>
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- <pre><code>POST /knowledge-bases/auto-assign/:agentId
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- Body: { "clientOrgId": "org-uuid" } // optional
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- Response: { "assigned": ["kb-id-1", "kb-id-2"], "count": 2 }</code></pre>
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- <p>Only adds new assignments — does not remove existing ones.</p>
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- </div>
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-
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- <h3>Organization Scoping</h3>
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- <p>Agent access respects organization boundaries. If a knowledge base belongs to a client organization, only agents assigned to that organization can be given access. This ensures data isolation in multi-tenant deployments.</p>
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-
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- <h2 id="api-reference">API Reference</h2>
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-
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- <table>
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- <thead><tr><th>Endpoint</th><th>Method</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><code>/api/engine/knowledge-bases</code></td><td>GET</td><td>List all knowledge bases</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases</code></td><td>POST</td><td>Create a new knowledge base</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases/{id}</code></td><td>GET</td><td>Get KB detail with documents and stats</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases/{id}</code></td><td>PUT</td><td>Update KB name, description, org assignment</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases/{id}</code></td><td>DELETE</td><td>Delete KB and all documents/chunks</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases/{id}/documents/{docId}</code></td><td>PUT</td><td>Rename a document</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases/{id}/documents/{docId}</code></td><td>DELETE</td><td>Delete a document and its chunks</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases/{id}/documents/{docId}/chunks</code></td><td>GET</td><td>List chunks for a document</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases/{id}/chunks/{chunkId}</code></td><td>PUT</td><td>Update chunk content</td></tr>
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- <tr><td><code>/api/engine/knowledge-bases/{id}/chunks/{chunkId}</code></td><td>DELETE</td><td>Delete a single chunk</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="best-practices">Best Practices</h2>
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-
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- <ul>
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- <li><strong>Keep KBs focused</strong> — Create topic-specific knowledge bases (e.g., "Refund Policy", "Product Specs") rather than one massive collection. Focused KBs produce more precise retrieval results.</li>
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- <li><strong>Review chunks after import</strong> — Always spot-check chunks after importing, especially from PDFs. OCR and layout extraction can introduce errors.</li>
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- <li><strong>Use org scoping for clients</strong> — Assign knowledge bases to client organizations to prevent cross-tenant data leakage.</li>
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- <li><strong>Monitor query counts</strong> — High query counts indicate a valuable KB. Zero queries may mean it's not assigned to any agents or the content isn't relevant.</li>
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- <li><strong>Edit chunks, don't re-import</strong> — For minor corrections, edit individual chunks directly rather than re-importing the entire document.</li>
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- <li><strong>Track token counts</strong> — Large token counts per KB affect how much context is consumed during retrieval. Balance comprehensiveness with context efficiency.</li>
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- </ul>
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-
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- <h2 id="troubleshooting">Troubleshooting</h2>
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-
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- <div class="card">
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- <h4>No chunks appear after importing</h4>
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- <p>The document may still be processing. Check the import jobs section for status. If the status is "error", the file format may not be supported or the content couldn't be extracted.</p>
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- </div>
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-
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- <div class="card">
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- <h4>Agent can't find information that's in the KB</h4>
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- <p>Check: (1) Is the KB assigned to the agent? (2) Are the relevant chunks well-formed? (3) Is the query phrasing similar to the chunk content? Try editing chunks for clarity.</p>
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- </div>
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-
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- <div class="card">
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- <h4>Knowledge base doesn't appear in the list</h4>
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- <p>Check the org context switcher — you may be viewing a different organization's KBs. Clear the org filter to see all knowledge bases.</p>
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- </div>
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-
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- <div class="danger">
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- <strong>Deleting a knowledge base removes all documents and chunks permanently.</strong> This action cannot be undone. Consider exporting important content before deletion.
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- </div>
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-
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- <div class="nav">
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- <h3 id="related">Related Pages</h3>
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- <ul>
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- <li><a href="/docs/knowledge-contributions.html">Knowledge Contributions</a> — Agent-contributed knowledge and analytics</li>
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- <li><a href="/docs/agents.html">Agents</a> — Assign knowledge bases to agents</li>
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- <li><a href="/docs/organizations.html">Organizations</a> — Org-scoped knowledge base management</li>
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- </ul>
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- </div>
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-
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- <div style="margin-top:40px;padding-top:16px;border-top:1px solid var(--border);display:flex;justify-content:space-between;align-items:center;font-size:12px;color:var(--text-muted)">
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- <span>AgenticMail Enterprise Documentation</span>
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- <a href="https://github.com/agenticmail/enterprise/issues" target="_blank" style="display:inline-flex;align-items:center;gap:4px;color:var(--text-muted);text-decoration:none"><svg width="14" height="14" viewBox="0 0 24 24" fill="currentColor"><path d="M12 0C5.37 0 0 5.37 0 12c0 5.31 3.435 9.795 8.205 11.385.6.105.825-.255.825-.57 0-.285-.015-1.23-.015-2.235-3.015.555-3.795-.735-4.035-1.41-.135-.345-.72-1.41-1.23-1.695-.42-.225-1.02-.78-.015-.795.945-.015 1.62.87 1.845 1.23 1.08 1.815 2.805 1.305 3.495.99.105-.78.42-1.305.765-1.605-2.67-.3-5.46-1.335-5.46-5.925 0-1.305.465-2.385 1.23-3.225-.12-.3-.54-1.53.12-3.18 0 0 1.005-.315 3.3 1.23.96-.27 1.98-.405 3-.405s2.04.135 3 .405c2.295-1.56 3.3-1.23 3.3-1.23.66 1.65.24 2.88.12 3.18.765.84 1.23 1.905 1.23 3.225 0 4.605-2.805 5.625-5.475 5.925.435.375.81 1.095.81 2.22 0 1.605-.015 2.895-.015 3.3 0 .315.225.69.825.57A12.02 12.02 0 0024 12c0-6.63-5.37-12-12-12z"/></svg> Report an issue</a>
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- </div>
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- </body></html>
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- <title>Memory Transfer — AgenticMail Enterprise</title>
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- <link rel="stylesheet" href="/docs/docs-style.css">
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- <script>document.documentElement.setAttribute('data-theme', localStorage.getItem('em_theme') || 'dark');</script>
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- </head>
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- <body>
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-
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- <a href="javascript:history.back()" class="back">&larr; Back to Dashboard</a>
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-
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- <h1>Memory Transfer</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Transfer, copy, and synchronize memories between agents — with granular filtering, conflict resolution, and scheduling.</p>
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-
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- <!-- Table of Contents -->
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- <div class="toc">
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- <h3>Contents</h3>
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- <ul>
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- <li><a href="#overview">Overview</a></li>
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- <li><a href="#how-it-works">How It Works</a></li>
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- <li><a href="#key-concepts">Key Concepts</a></li>
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- <li><a href="#transfer-tab">Transfer Tab</a></li>
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- <li><a href="#filters">Filters</a></li>
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- <li><a href="#conflict-resolution">Conflict Resolution</a></li>
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- <li><a href="#history-tab">History Tab</a></li>
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- <li><a href="#schedules-tab">Schedules Tab</a></li>
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- <li><a href="#configuration">Configuration</a></li>
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- <li><a href="#best-practices">Best Practices</a></li>
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- <li><a href="#troubleshooting">Troubleshooting</a></li>
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- <li><a href="#api-reference">API Reference</a></li>
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- <li><a href="#related">Related Pages</a></li>
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- </ul>
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- </div>
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-
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- <!-- Overview -->
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- <h2 id="overview">Overview</h2>
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- <p>
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- The Memory Transfer page allows administrators to move or copy memories from one agent to another.
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- This is essential when onboarding new agents, consolidating knowledge, replicating expertise,
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- or decommissioning agents while preserving their learned knowledge.
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- </p>
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- <p>
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- Memory Transfer supports both one-to-one and one-to-many transfers, with full control over
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- which memories are included, how conflicts are handled, and whether metadata is preserved.
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- </p>
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-
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- <div class="callout callout-info">
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- <strong>When to use Memory Transfer:</strong>
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- <ul>
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- <li>Onboarding a new agent with knowledge from an experienced one</li>
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- <li>Consolidating memories from multiple agents into a single source of truth</li>
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- <li>Migrating an agent to a new identity while keeping its knowledge</li>
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- <li>Creating specialized agents by copying relevant memory subsets</li>
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- <li>Backing up critical memories before decommissioning an agent</li>
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- </ul>
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- </div>
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-
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- <!-- How It Works -->
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- <h2 id="how-it-works">How It Works</h2>
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- <p>The transfer process follows these steps:</p>
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- <ol>
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- <li><strong>Select Source Agent</strong> — Choose the agent whose memories you want to transfer. The system displays memory statistics to help you understand what's available.</li>
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- <li><strong>Apply Filters</strong> — Narrow down which memories to include by category, date range, importance level, search query, or tags.</li>
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- <li><strong>Preview</strong> — See exactly how many memories match your filters and their breakdown by category before committing.</li>
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- <li><strong>Select Target(s)</strong> — Choose one or more agents to receive the memories. You can also select all agents in the organization.</li>
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- <li><strong>Configure Options</strong> — Set the transfer mode (copy vs. move), conflict resolution strategy, and metadata preferences.</li>
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- <li><strong>Execute</strong> — Confirm and run the transfer. A detailed result summary shows how many memories were transferred, skipped, or had conflicts.</li>
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- </ol>
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-
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- <div class="callout callout-warning">
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- <strong>Move mode is destructive.</strong> When using "Move" mode, source memories are permanently deleted after successful transfer. Use "Copy" mode if you want to keep the original memories intact.
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- </div>
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-
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- <!-- Key Concepts -->
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- <h2 id="key-concepts">Key Concepts</h2>
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-
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- <h3>Transfer Modes</h3>
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- <table>
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- <tr><th>Mode</th><th>Description</th><th>Source After Transfer</th></tr>
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- <tr><td><strong>Copy</strong></td><td>Duplicates memories to target agent(s)</td><td>Unchanged — all memories remain</td></tr>
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- <tr><td><strong>Move</strong></td><td>Transfers memories and removes from source</td><td>Matched memories are deleted</td></tr>
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- </table>
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-
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- <h3>Conflict Detection</h3>
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- <p>
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- A conflict occurs when a memory with the <strong>same title and category</strong> already exists
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- in the target agent. The system detects this automatically and applies your chosen conflict strategy.
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- </p>
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-
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- <h3>Metadata Preservation</h3>
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- <p>
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- When "Preserve metadata" is enabled, the original memory's metadata fields (timestamps, custom data,
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- source information) are carried over to the target. A <code>transferredFrom</code> field is always
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- added to track the memory's provenance, along with a unique <code>transferId</code>.
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- </p>
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-
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- <h3>Memory Categories</h3>
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- <p>Memories are organized into these categories:</p>
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- <ul>
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- <li><strong>org_knowledge</strong> — Organizational facts and procedures</li>
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- <li><strong>interaction_pattern</strong> — How the agent interacts with users</li>
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- <li><strong>preference</strong> — User or system preferences</li>
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- <li><strong>correction</strong> — Corrections to previous behavior</li>
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- <li><strong>skill</strong> — Learned capabilities and techniques</li>
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- <li><strong>context</strong> — Background context and environment info</li>
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- <li><strong>reflection</strong> — Self-assessment and improvement notes</li>
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- <li><strong>session_learning</strong> — Insights from specific sessions</li>
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- <li><strong>system_notice</strong> — System-generated notifications</li>
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- </ul>
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-
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- <!-- Transfer Tab -->
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- <h2 id="transfer-tab">Transfer Tab</h2>
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- <p>
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- The main Transfer tab is where you configure and execute transfers. It's organized into
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- sequential sections: Source, Filters, Preview, Targets, Options, and Execute.
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- </p>
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-
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- <h3>Source Agent Selection</h3>
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- <p>
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- Select an agent from the dropdown to see their memory statistics, including total memory count
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- and number of active categories. If an agent has no memories, the transfer options will be disabled.
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- </p>
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-
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- <h3>Target Selection</h3>
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- <p>
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- Choose one or more target agents individually, or check "All agents in organization" to transfer
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- to every agent except the source. The system automatically prevents self-transfer.
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- </p>
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-
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- <!-- Filters -->
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- <h2 id="filters">Filters</h2>
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- <p>Filters let you precisely control which memories are included in the transfer:</p>
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-
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- <table>
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- <tr><th>Filter</th><th>Description</th></tr>
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- <tr><td><strong>Categories</strong></td><td>Select specific memory categories to include. Use "Select All" or "Clear" for quick toggling.</td></tr>
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- <tr><td><strong>Date Range</strong></td><td>Only include memories created within a specific time period.</td></tr>
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- <tr><td><strong>Importance</strong></td><td>Filter by importance level: low, medium, high, or critical.</td></tr>
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- <tr><td><strong>Search</strong></td><td>Full-text search across memory titles and content.</td></tr>
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- <tr><td><strong>Tags</strong></td><td>Comma-separated list of tags. Memories must have at least one matching tag.</td></tr>
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- </table>
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-
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- <p>
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- Filters are cumulative — all active filters must match for a memory to be included.
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- Use the <strong>Preview</strong> button to verify your filter results before executing.
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- </p>
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-
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- <!-- Conflict Resolution -->
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- <h2 id="conflict-resolution">Conflict Resolution</h2>
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- <p>When a target agent already has a memory with the same title and category, the conflict strategy determines what happens:</p>
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-
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- <table>
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- <tr><th>Strategy</th><th>Behavior</th><th>Best For</th></tr>
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- <tr><td><strong>Skip</strong></td><td>Keep the target's existing memory, don't transfer</td><td>Preserving the target's established knowledge</td></tr>
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- <tr><td><strong>Overwrite</strong></td><td>Replace target's memory with the source version</td><td>Ensuring latest knowledge is propagated</td></tr>
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- <tr><td><strong>Merge</strong></td><td>Combine content from both versions, merge tags</td><td>Building comprehensive knowledge from multiple sources</td></tr>
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- <tr><td><strong>Append</strong></td><td>Create a new memory with "(transferred)" suffix</td><td>Keeping both versions for comparison</td></tr>
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- </table>
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-
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- <div class="callout callout-info">
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- The <strong>Merge</strong> strategy joins content with a separator line and combines all tags from
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- both versions. This creates a single comprehensive memory entry.
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- </div>
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-
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- <!-- History Tab -->
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- <h2 id="history-tab">History Tab</h2>
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- <p>
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- The History tab provides a complete audit trail of all past transfers. Each entry shows:
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- </p>
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- <ul>
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- <li>Date and time of the transfer</li>
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- <li>Source agent name</li>
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- <li>Target agent(s)</li>
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- <li>Transfer mode (copy/move)</li>
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- <li>Number of memories transferred, skipped, and conflicts encountered</li>
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- </ul>
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- <p>
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- History is paginated with 20 entries per page. Use the Previous/Next buttons to navigate through
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- older transfer records.
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- </p>
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-
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- <!-- Schedules Tab -->
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- <h2 id="schedules-tab">Schedules Tab</h2>
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- <p>
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- Automated transfer schedules allow you to set up recurring memory synchronization between agents.
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- This is useful for maintaining knowledge consistency across teams of agents.
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- </p>
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-
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- <h3>Schedule Types</h3>
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- <table>
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- <tr><th>Type</th><th>Description</th></tr>
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- <tr><td><strong>Daily</strong></td><td>Runs once per day at the specified time</td></tr>
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- <tr><td><strong>Weekly</strong></td><td>Runs once per week on the specified day and time</td></tr>
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- <tr><td><strong>On Change</strong></td><td>Triggers whenever the source agent's memories change</td></tr>
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- </table>
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-
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- <h3>Creating a Schedule</h3>
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- <ol>
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- <li>Click "New Schedule" in the Schedules tab</li>
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- <li>Select source and target agents</li>
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- <li>Choose transfer mode and conflict strategy</li>
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- <li>Set the schedule type, time, and day (if weekly)</li>
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- <li>Click "Create" to activate the schedule</li>
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- </ol>
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-
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- <h3>Managing Schedules</h3>
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- <p>
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- Active schedules are listed in a table showing source, targets, schedule details, mode, and
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- conflict strategy. Use the delete button to remove a schedule. Deleted schedules stop immediately.
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- </p>
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-
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- <!-- Configuration -->
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- <h2 id="configuration">Configuration</h2>
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- <p>Memory Transfer works with the default configuration for most use cases. Advanced options include:</p>
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- <ul>
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- <li><strong>Org Scope</strong> — Transfers automatically use the current organization context. Memories are tagged with the active org ID.</li>
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- <li><strong>Metadata Fields</strong> — The <code>transferredFrom</code> and <code>transferId</code> fields are always added to transferred memories for traceability.</li>
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- <li><strong>Batch Size</strong> — Large transfers are processed sequentially to avoid overloading the system. Each memory is transferred individually with conflict checking.</li>
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- </ul>
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-
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- <!-- Best Practices -->
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- <h2 id="best-practices">Best Practices</h2>
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-
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- <div class="callout callout-success">
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- <strong>Recommended workflow:</strong>
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- <ol>
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- <li>Always preview before executing</li>
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- <li>Start with "Copy" mode until you're confident in the process</li>
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- <li>Use "Skip" conflict strategy for initial transfers</li>
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- <li>Review the transfer results before doing more</li>
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- </ol>
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- </div>
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-
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- <h3>Do</h3>
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- <ul>
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- <li>Preview first — always check the memory count and category breakdown</li>
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- <li>Use filters to transfer only relevant memories (e.g., only "skill" memories to a new specialist)</li>
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- <li>Keep metadata preserved for audit trails and provenance tracking</li>
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- <li>Use schedules for ongoing synchronization instead of repeated manual transfers</li>
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- <li>Check the History tab to avoid duplicate transfers</li>
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- </ul>
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-
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- <h3>Don't</h3>
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- <ul>
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- <li>Don't use "Move" mode unless you're decommissioning the source agent</li>
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- <li>Don't transfer system_notice memories — they're agent-specific</li>
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- <li>Don't transfer all categories blindly — interaction_pattern and preference may not apply to other agents</li>
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- <li>Don't create overlapping schedules for the same source-target pair</li>
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- </ul>
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-
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- <!-- Troubleshooting -->
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- <h2 id="troubleshooting">Troubleshooting</h2>
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-
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- <h3>"No memories match the given filters"</h3>
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- <p>
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- The source agent has no memories matching your current filter combination.
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- Try broadening the filters: select all categories, remove date range restrictions,
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- or clear the search query.
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- </p>
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-
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- <h3>"Cannot transfer memories to the same agent"</h3>
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- <p>
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- Self-transfer is not allowed. Make sure the source and target agents are different.
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- If using "All in org", the source is automatically excluded.
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- </p>
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-
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- <h3>Transfer shows 0 transferred, all skipped</h3>
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- <p>
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- This means every source memory already exists in the target (by title+category match)
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- and your conflict strategy is "Skip". Try "Overwrite" or "Append" to force the transfer.
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- </p>
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-
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- <h3>Memories not appearing after transfer</h3>
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- <p>
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- Refresh the target agent's memory page. If using org context, make sure you're viewing
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- the correct organization. Check the transfer history for error details.
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- </p>
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-
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- <h3>Large transfer is slow</h3>
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- <p>
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- Transfers process memories sequentially for safety. For very large transfers (1000+ memories),
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- consider using filters to break the transfer into smaller category-based batches.
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- </p>
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-
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- <!-- API Reference -->
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- <h2 id="api-reference">API Reference</h2>
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- <p>The Memory Transfer feature exposes these API endpoints under <code>/api/engine/memory-transfer/</code>:</p>
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-
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- <table>
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- <tr><th>Method</th><th>Endpoint</th><th>Description</th></tr>
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- <tr><td>POST</td><td>/preview</td><td>Preview matching memories before transfer</td></tr>
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- <tr><td>POST</td><td>/execute</td><td>Execute a memory transfer</td></tr>
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- <tr><td>GET</td><td>/history</td><td>List transfer history with pagination</td></tr>
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- <tr><td>POST</td><td>/schedule</td><td>Create an automated transfer schedule</td></tr>
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- <tr><td>GET</td><td>/schedules</td><td>List active schedules</td></tr>
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- <tr><td>DELETE</td><td>/schedules/:id</td><td>Remove a schedule</td></tr>
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- </table>
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-
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- <!-- Related Pages -->
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- <h2 id="related">Related Pages</h2>
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- <ul>
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- <li><a href="/docs/agent-memory">Agent Memory</a> — Managing individual agent memories</li>
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- <li><a href="/docs/knowledge">Knowledge Bases</a> — Shared knowledge across the organization</li>
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- <li><a href="/docs/agent-overview">Agent Overview</a> — Agent configuration and management</li>
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- <li><a href="/docs/audit">Audit Log</a> — System-wide audit trail including transfers</li>
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- </ul>
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-
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- </body>
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- </html>