Goal: Scan & Index finishes, then Chat answers a question about your files.
A. Files page — index safely
- Left menu → Files.
- Click 🔍 Scan & Index (all watch folders).
- Wait until the job finishes. Progress can note native text or OCR character counts and quality. Use ⏹️ Stop only if you need to cancel.
- Do not click 📁 Process All in Watch Folder on day one — that path can rename/move files when auto-organize is enabled later.
Optional: 📂 Scan subfolder… indexes one tree only. Under RAG search index, use Refresh status to confirm chunks exist; avoid Clear RAG index unless you mean to rebuild.
B. Document Library — OCR quality (recommended)
- Left menu → Document Library.
- Check tags such as Native text, RAG indexed, and OCR good / fair / weak / poor with a percent score.
- If you see ⚠️ OCR review needed, open the file, fix or accept the scan quality, then Mark OCR reviewed or Re-index RAG.
- Optionally assign a document type so Chat gates similar files correctly.
C. Chat page — verify it works
- Left menu → Chat (near the top of the sidebar; title: AgentA Assistant).
- In the message box, type exactly:
rag status → press Enter or Send.
- Optional: click 📁 (Scope) → pick a folder or file chip for sharper answers.
- Then try:
rag: what documents do I have? or search my data: invoice — or a numbered multi-ask (2–4 questions in one message).
- Or ask in plain English about a file you just indexed. Expand Sources under the reply to open cited files.
D. Optional — Revise & Export and multi-chat
- Scope one PDF, DOCX, or TXT → instruct AgentA in plain English what to update and export a new version as docx (or pdf/txt).
- Review the reworked text on the Before / After card → click Confirm export or type
Confirm revise export. You approve; you do not edit the file in Chat.
- Find the new sibling next to the original (e.g.
… ver.1 DD.MM.YYYY.docx) — the original is never overwritten.
- Use the session picker for New / Rename / Delete chats (up to 100 messages each). Leaving Chat keeps it warm for a faster return.
Useful prefixes (also listed under Chat & Telegram commands)
search my data: / rag: — your private files and indexed email
web: — live internet (DuckDuckGo-based by default; ephemeral)
- Paste
https://… — fetch and summarize a page
offline: / local: — force local-only for that message
Confirm revise export — write the versioned file after a revise preview
Also explore after Chat works
- Document Library — OCR scores, Re-index RAG, document types
- Settings → Domain & RAG — Commodity Trading / Generic Business · entity aliases
- Registers — invoices and contracts
- Report an issue in Chat — report inappropriate AI content by email
If Chat says nothing useful: confirm Scan & Index finished, check OCR quality on the file in Document Library, set a folder scope in Chat, confirm Ollama is running, and Settings → Model is saved. Try rag status again. Check Logs if errors persist.