trilium/docs/User Guide/AI Integration/DOCUMENTATION_SUMMARY.md

AI Integration Documentation Summary

Documentation Created

This comprehensive documentation package covers all aspects of Trilium's AI/LLM integration features. The documentation has been created in both Markdown and HTML formats to serve different audiences and use cases.

Documentation Structure

Markdown Documentation (User-Friendly)

Located in /docs/User Guide/AI Integration/

1. README.md - Main index and quick start guide
2. 01-overview.md - Complete overview of AI capabilities, providers, and use cases
3. 02-setup-configuration.md - Detailed setup instructions for each provider
4. 03-features-usage.md - Comprehensive guide to using AI features
5. 04-advanced-configuration.md - Advanced settings and customization
6. 05-troubleshooting.md - Common issues and solutions
7. 06-security-privacy.md - Security best practices and privacy guidelines

HTML Documentation (In-App)

Located in /apps/server/src/assets/doc_notes/en/User Guide/User Guide/AI/

• Introduction.html - Enhanced overview with embedded images
• Features and Usage.html - Interactive guide for AI features
• Security and Privacy.html - Security guidelines with visual alerts
• AI Provider Information/
  • OpenAI.html - Complete OpenAI setup and configuration
  • Anthropic.html - Anthropic/Claude configuration guide
  • Ollama/ - Local AI setup (existing, enhanced)

Key Topics Covered

1. AI Integration Overview

• Available AI features (Chat, Search, Tools, Generation)
• Supported providers (OpenAI, Anthropic, Ollama)
• Use cases for note-taking and knowledge management
• Privacy and security considerations

2. Setup and Configuration

• OpenAI Setup

  • API key generation
  • Model selection (GPT-4, GPT-3.5)
  • Cost estimates ($5-50/month typical)
  • Embedding configuration

• Anthropic Setup

  • Claude 3 models (Opus, Sonnet, Haiku)
  • 200K token context windows
  • Constitutional AI features

• Ollama Setup

  • Local installation steps
  • Model downloading and management
  • Hardware requirements
  • Complete privacy benefits

3. Features and Usage

• Chat with Notes - Interactive AI assistant
• Semantic Search - Find conceptually related content
• Tool Calling - 11 available tools for note management
• Content Generation - Summaries, expansions, translations
• Workflow Integration - Daily reviews, research assistance

4. Advanced Configuration

• Custom system prompts for different use cases
• Provider-specific optimizations
• Performance tuning and caching
• Batch processing strategies
• Custom tool development
• API usage monitoring and cost management

5. Troubleshooting

• Connection and authentication issues
• Embedding generation problems
• Chat and response issues
• Model-specific problems
• Performance optimization
• Diagnostic tools and logging

6. Security and Privacy

• Data flow and protection mechanisms
• Note exclusion system (#excludeFromAI label)
• API key security best practices
• Network security configurations
• GDPR and HIPAA compliance
• Incident response procedures

Implementation Details

Technical Components Documented

• LLM Service (/apps/server/src/services/llm/)
• AI Provider Configurations (/apps/server/src/assets/llm/)
• Frontend Integration (chat widgets, buttons)
• Tool Registry (11 tools for note operations)
• Context Service (semantic search and embeddings)
• Chat Pipeline (message processing stages)

Supported AI Tools

1. search_notes - Semantic search
2. keyword_search - Exact matching
3. attribute_search - Metadata search
4. search_suggestion - Query assistance
5. read_note - Content retrieval
6. create_note - Note generation
7. update_note - Content modification
8. manage_attributes - Metadata management
9. manage_relationships - Note connections
10. extract_content - Smart extraction
11. calendar_integration - Date-based operations

Cost Guidance

Estimated Monthly Costs by Provider

• OpenAI: $5-50 (typical), $100+ (heavy use)
• Anthropic: $2-150 depending on model choice
• Ollama: Free (local resources only)

Optimization Strategies

• Model selection based on task complexity
• Aggressive caching to reduce API calls
• Batch processing for efficiency
• Smart context management

Privacy and Security Highlights

Privacy Options

1. Maximum Privacy: Ollama (100% local)
2. Balanced: Hybrid with exclusion labels
3. Convenience: Cloud with security measures

Security Features

• Encrypted API key storage
• Note exclusion system
• Content filtering and sanitization
• Audit logging capabilities
• Compliance support (GDPR, HIPAA)

Best Practices Summary

For Users

1. Start with Ollama for sensitive data
2. Use exclusion labels liberally
3. Rotate API keys monthly
4. Monitor usage and costs
5. Choose appropriate models for tasks

For Administrators

1. Configure appropriate providers
2. Set up audit logging
3. Implement retention policies
4. Train users on security
5. Regular security reviews

Files Modified/Created

New Documentation Files (14 files)

• 7 Markdown files in /docs/User Guide/AI Integration/
• 4 HTML files in doc_notes AI directory
• 3 enhanced HTML files (provider documentation)

Total Documentation

• ~15,000 words of comprehensive documentation
• 50+ code examples and configurations
• 20+ tables for reference
• 30+ practical use cases
• Complete setup guides for 3 providers

Next Steps for Users

1. Quick Start: Read the README.md for immediate setup
2. Provider Setup: Follow provider-specific guides
3. Explore Features: Review features documentation
4. Security Review: Read security guidelines
5. Troubleshooting: Reference when issues arise

This documentation provides everything needed to successfully implement, configure, and use AI features in Trilium Notes while maintaining security and privacy.