2025-08-21 15:55:44 +00:00

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# AI Integration Overview
## Introduction
Trilium Notes integrates advanced AI and Large Language Model (LLM) capabilities to enhance your note-taking and knowledge management experience. These features enable intelligent search, content generation, and interactive assistance while maintaining control over your data.
## What AI Features Are Available
### Core Capabilities
#### 1. **Chat with Notes**
An interactive AI assistant that can:
- Answer questions based on your note content
- Provide summaries of complex topics across multiple notes
- Help you discover connections between ideas
- Assist with research and analysis
#### 2. **Semantic Search**
Advanced search capabilities using embeddings:
- Find conceptually related notes even when exact keywords don't match
- Discover hidden connections between notes
- Retrieve relevant context automatically during conversations
#### 3. **Tool-Enabled Actions**
AI can perform actions within your knowledge base:
- Create new notes based on conversations
- Update existing note content
- Search and retrieve specific information
- Manage note attributes and relationships
- Work with calendar and date-based notes
#### 4. **Content Generation and Enhancement**
- Generate summaries of long notes
- Expand on ideas and concepts
- Help with writing and editing
- Create structured content from unstructured information
## Supported AI Providers and Models
### Cloud Providers
#### OpenAI
- **Models**: GPT-4, GPT-4 Turbo, GPT-3.5-turbo
- **Embedding Models**: text-embedding-3-small, text-embedding-3-large, text-embedding-ada-002
- **Advantages**:
- Most widely tested and stable
- Excellent general knowledge
- Strong reasoning capabilities
- **Considerations**:
- Requires API key and internet connection
- Usage-based pricing
#### Anthropic
- **Models**: Claude 3 Opus, Claude 3 Sonnet, Claude 3 Haiku
- **Advantages**:
- Strong analytical capabilities
- Excellent for complex reasoning tasks
- Good context handling for long documents
- **Considerations**:
- Requires API key and internet connection
- Usage-based pricing
### Local/Self-Hosted Options
#### Ollama
- **Models**: Various open-source models (Llama 3, Mistral, Phi, etc.)
- **Embedding Models**: mxbai-embed-large, nomic-embed-text, all-minilm
- **Advantages**:
- Complete privacy - runs entirely on your machine
- No API costs
- Full control over model selection
- Works offline
- **Considerations**:
- Requires local compute resources
- May be slower than cloud providers
- Model quality varies
## Use Cases for AI in Note-Taking
### Research and Learning
- **Literature Review**: Summarize and synthesize information from multiple research notes
- **Concept Exploration**: Ask questions to understand complex topics from different angles
- **Study Assistant**: Create practice questions, summaries, and explanations from study notes
### Knowledge Management
- **Information Retrieval**: Quickly find specific information across thousands of notes
- **Connection Discovery**: Identify relationships between seemingly unrelated notes
- **Content Organization**: Get suggestions for better organizing and structuring your notes
### Writing and Content Creation
- **Idea Development**: Expand on initial thoughts and brainstorm new directions
- **Draft Generation**: Create first drafts based on outline notes
- **Editing Assistance**: Improve clarity, structure, and flow of existing content
### Personal Productivity
- **Meeting Summaries**: Generate concise summaries from meeting notes
- **Task Extraction**: Identify action items from project notes
- **Daily Reviews**: Get AI-generated summaries of daily activities and progress
### Creative Projects
- **Story Development**: Explore plot ideas and character development
- **World Building**: Maintain consistency in creative universes
- **Idea Synthesis**: Combine concepts from different notes to generate new ideas
## Privacy and Security Considerations
### Data Control
- **Local Processing Options**: Use Ollama for complete privacy with no data leaving your machine
- **Note Exclusion**: Mark sensitive notes with `#excludeFromAI` label to prevent AI access
- **Provider Selection**: Choose between cloud and local providers based on your privacy needs
### Security Features
- **API Key Protection**: Encrypted storage of API keys
- **Session Isolation**: Each chat session is isolated and temporary
- **No Automatic Uploads**: Notes are only sent to AI providers when explicitly requested
### Best Practices
1. **Review Provider Policies**: Understand how each provider handles your data
2. **Use Local Models for Sensitive Data**: Consider Ollama for confidential information
3. **Label Sensitive Notes**: Use the exclusion label for notes that should never be processed by AI
4. **Regular Audits**: Periodically review which notes are being accessed by AI features
## Getting Started
To begin using AI features in Trilium:
1. **Enable AI Features**: Navigate to Options → AI/LLM and enable the feature
2. **Choose a Provider**: Select between OpenAI, Anthropic, or Ollama based on your needs
3. **Configure Embeddings**: Set up embedding generation for semantic search
4. **Start Chatting**: Use the "Chat with Notes" button to begin interacting with your knowledge base
## Architecture Overview
The AI integration in Trilium follows a modular architecture:
### Three-Layer System
1. **Provider Layer**: Interfaces with different AI providers (OpenAI, Anthropic, Ollama)
2. **Service Layer**: Manages conversations, context, and tool execution
3. **Integration Layer**: Connects AI capabilities with Trilium's core features
### Key Components
- **Chat Service**: Manages conversations and message history
- **Context Service**: Extracts and formats relevant note content
- **Tool Registry**: Enables AI to perform actions within Trilium
- **Embedding Service**: Generates and manages semantic embeddings
- **Model Capabilities**: Tracks and manages different model features
This architecture ensures flexibility, allowing you to switch providers or models while maintaining consistent functionality across the application.