[{"data":1,"prerenderedAt":1091},["ShallowReactive",2],{"search":3,"content-guide\u002Ffiles":442,"surround-\u002Fguide\u002Ffiles":1086},[4,8,12,16,20,24,28,32,36,40,44,48,52,56,60,64,68,72,76,80,84,88,92,96,100,104,108,112,116,120,124,128,132,136,140,144,148,152,156,160,164,168,172,176,180,184,188,192,196,200,204,208,212,216,220,224,228,232,236,240,244,248,252,256,260,264,268,272,276,280,284,288,292,296,300,304,308,312,316,320,323,327,331,335,339,343,347,351,355,359,363,367,371,375,379,383,387,391,395,399,403,407,411,415,419,423,426,430,434,438],{"path":5,"title":6,"description":7},"\u002Fguide","Guide","Product guides for Owlat — a modular, self-hosted email platform. Learn how to send campaigns, run a personal mailbox, manage a team inbox, and more.",{"path":9,"title":10,"description":11},"\u002Fguide\u002Fgetting-started","Welcome to Owlat","Set up your Owlat workspace and send your first email — from deploying the stack to verifying a domain, building your audience, and launching a campaign.",{"path":13,"title":14,"description":15},"\u002Fguide\u002Fcontact-properties","Contact Properties","Custom fields that extend built-in contact data with your own values for segmentation.",{"path":17,"title":18,"description":19},"\u002Fguide\u002Ftopics","Topics","Topics are explicit audience groups you manage by hand — ideal for opt-in subscribers, imported cohorts, and organized contact buckets you target with campaigns.",{"path":21,"title":22,"description":23},"\u002Fguide\u002Fsegments","Segments","Build dynamic, rule-based contact groups from properties, email activity, and topic membership, re-evaluated from current data each time they're used.",{"path":25,"title":26,"description":27},"\u002Fguide\u002Fforms","Forms","Form Endpoints collect new contacts from your website or landing pages by exposing a public endpoint that accepts submissions and feeds them into a topic.",{"path":29,"title":30,"description":31},"\u002Fguide\u002Fcampaigns","Campaigns & Reporting","Build and send marketing campaigns to a topic or segment with the five-step wizard, optional A\u002FB testing, and full delivery reporting.",{"path":33,"title":34,"description":35},"\u002Fguide\u002Fab-testing","A\u002FB Testing","Compare two variants of a campaign on a test group, then automatically or manually send the winning version to the rest of your audience.",{"path":37,"title":38,"description":39},"\u002Fguide\u002Fautomations","Automations","Send emails automatically based on triggers, delays, and conditions — build welcome series, trial flows, and follow-ups once and let Owlat run them.",{"path":41,"title":42,"description":43},"\u002Fguide\u002Ftransactional","Transactional Emails","One-to-one emails your application triggers in response to a user action — password resets, order confirmations, welcome emails, and similar notifications.",{"path":45,"title":46,"description":47},"\u002Fguide\u002Fcreate-campaign","Create a Campaign","Walk through Owlat's five-step campaign wizard: Basics, Audience, Content, A\u002FB Test, and Review & Send.",{"path":49,"title":50,"description":51},"\u002Fguide\u002Fsend-campaign","Send & Monitor a Campaign","How to send your campaign and track its performance with real-time metrics.",{"path":53,"title":54,"description":55},"\u002Fguide\u002Fquick-start","Quick Start","The fastest path from a blank Owlat workspace to a live email campaign, from your first template through sending and reviewing results.",{"path":57,"title":58,"description":59},"\u002Fguide\u002Ftransactional-setup","Transactional Email Setup","Set up and send transactional emails like password resets and order confirmations via the Owlat API and SDKs.",{"path":61,"title":62,"description":63},"\u002Fguide\u002Fdeliverability","Deliverability","Verify sending domains, manage your blocklist, monitor sending reputation, and stay compliant so your emails reach the inbox.",{"path":65,"title":66,"description":67},"\u002Fguide\u002Fapi-keys-webhooks","API Keys & Webhooks","Create API keys for programmatic access and set up outbound webhooks to receive real-time notifications for email and contact events.",{"path":69,"title":70,"description":71},"\u002Fguide\u002Ffeature-flags","Feature flags","Owlat is modular — every feature listed in this guide can be turned on or off. This page is the user-facing overview of how to do it.",{"path":73,"title":74,"description":75},"\u002Fguide\u002Fteam-permissions","Team & Permissions","Use role-based access to control what each member of your organization can do, with Owner, Admin, and Editor roles.",{"path":77,"title":78,"description":79},"\u002Fguide\u002Faudit-logs","Audit Logs","A chronological record of significant actions in your Owlat organization, so you can see who did what and when.",{"path":81,"title":82,"description":83},"\u002Fguide\u002Fshare-links","Share Links","Create temporary preview links to share email designs with stakeholders who don't have dashboard access.",{"path":85,"title":86,"description":87},"\u002Fguide\u002Fpostbox","Postbox — Personal Email","Per-user mailboxes with a webmail interface and native IMAP\u002FSMTP support. Run your own Gmail-equivalent personal mailbox on your Owlat instance.",{"path":89,"title":90,"description":91},"\u002Fguide\u002Fmigrate-from-google","Migrate from Google","Import your full Gmail history into Owlat over IMAP, and let your AI assistant learn from every imported conversation.",{"path":93,"title":94,"description":95},"\u002Fguide\u002Fteam-inbox","Team Inbox","Triage inbound email as a team: read AI-classified threads, approve, edit or reject agent drafts, work the review queue, and manage quarantine.",{"path":97,"title":98,"description":99},"\u002Fguide\u002Femail-editor","Email Editor","A block-based visual editor for building responsive emails that render consistently across desktop, mobile, Outlook, Gmail, and Apple Mail.",{"path":101,"title":102,"description":103},"\u002Fguide\u002Fai-agent","AI Agent & Autonomy","Configure the AI agent that classifies and drafts replies to inbound mail: auto-reply settings, the health dashboard, circuit breakers, autonomy rules, and the knowledge backfill.",{"path":105,"title":106,"description":107},"\u002Fguide\u002Fknowledge-graph","Knowledge Graph","Browse, search, and manage Owlat's typed organizational knowledge — the 7 entry types, source attribution, confidence decay, relations, and how entries are extracted from mail.",{"path":109,"title":110,"description":111},"\u002Fguide\u002Ffiles","Files","Upload, browse, search, tag, and version documents in the file library.",{"path":113,"title":114,"description":115},"\u002Fguide\u002Fchat","Team Chat","Use Owlat's built-in team chat: public and private channels, direct messages, mentions, attachments, and channels linked to an inbox conversation.",{"path":117,"title":118,"description":119},"\u002Fguide\u002Fcode-tasks","Code Tasks","Queue coding-agent tasks, watch them move from queued through review, and run the code-worker sidecar that opens the pull requests.",{"path":121,"title":122,"description":123},"\u002Fguide\u002Faudience-data","Audience Data: Identities, Relationships & Timeline","Unify a contact across email, phone, and messaging channels, merge duplicates, map relationships, and read the cross-channel interaction timeline.",{"path":125,"title":126,"description":127},"\u002Fguide\u002Fimporting-contacts","Importing & Exporting Contacts","Bring contacts into Owlat from a CSV or from Mailchimp and Stripe, export them back out, and run bulk operations on your audience.",{"path":129,"title":130,"description":131},"\u002Fguide\u002Faccount","Your Account & Data","Export your data as JSON or CSV, request account deletion with a 30-day grace period, and use the onboarding checklist and the public preference center.",{"path":133,"title":134,"description":135},"\u002Fguide\u002Fchannels","Communication Channels","Configure SMS, WhatsApp, and generic-webhook channels, monitor channel health, and understand which channels are fully live today.",{"path":137,"title":138,"description":139},"\u002Fguide\u002Fdesktop-app","Desktop App","Install the Owlat desktop app, connect one or more workspaces, switch between them, and use native notifications, tray badges, shortcuts, and deep links.",{"path":141,"title":142,"description":143},"\u002Fguide\u002Femail-templates","Email Templates","Reusable email designs that define the structure, content, and personalization of every campaign and transactional message you send in Owlat.",{"path":145,"title":146,"description":147},"\u002Fguide\u002Fai-assistant","AI Assistant","Owlat's multi-turn, streaming, tool-calling AI assistant — a private chat surface that can search your workspace and draft copy, plus @assistant replies inside team chat.",{"path":149,"title":150,"description":151},"\u002Fguide\u002Fsecurity-scanning","Sending Security & Scanning","Owlat's security scanning: a content check for spam and phishing, an attachment scan for malware, and a Google Safe Browsing URL check. Suspicious content goes to a review queue.",{"path":153,"title":154,"description":155},"\u002Fguide\u002Fsystem-updates","System & Updates","The owner-only System & Updates screen: your current Owlat version, container health, LLM spend, and the in-app one-click updater with history.",{"path":157,"title":158,"description":159},"\u002Fguide\u002Foperating-modes","Operating Modes","The different ways to run Owlat at a company — read external mailboxes over IMAP, send transactional or marketing email through a delivery provider, host your own mail server, or run a team inbox with AI — and the rules that keep each combination coherent.",{"path":161,"title":162,"description":163},"\u002Fguide\u002Fsaved-blocks","Saved Blocks","Create reusable, linked content blocks you can drop into any email — edit one and every email that uses it updates automatically.",{"path":165,"title":166,"description":167},"\u002Fguide\u002Fmedia-library","Media Library","Manage, organize, search, and reuse images and files across your emails from one centralized hub.",{"path":169,"title":170,"description":171},"\u002Fguide\u002Femail-theme","Email Theme","Set your organization's default colors, font, and email width so every new template starts from a consistent baseline.",{"path":173,"title":174,"description":175},"\u002Fguide\u002Ftranslations","Translations","Send one email in multiple languages: add per-language translations to a single template and Owlat picks the right version for each recipient.",{"path":177,"title":178,"description":179},"\u002Fguide\u002Fcontacts","Contacts","How to add, view, organize, and manage contacts in Owlat, including sources, the contact detail tabs, and subscription compliance.",{"path":181,"title":182,"description":183},"\u002Fapi","API Overview","Owlat exposes authenticated API endpoints under your Convex site URL.",{"path":185,"title":186,"description":187},"\u002Fapi\u002Fwebhooks","Webhooks","Owlat supports both outbound customer webhooks and inbound provider webhooks.",{"path":189,"title":190,"description":191},"\u002Fapi\u002Fpublic-endpoints","Public Endpoints","These routes are public-facing and usually accessed from email links or embedded forms.",{"path":193,"title":194,"description":195},"\u002Fapi\u002Fwebhook-payloads","Webhook Payloads","The authoritative wire contract for outbound webhooks: envelope, signature headers, per-event data shapes, and payload versioning.",{"path":197,"title":198,"description":199},"\u002Fapi\u002Finbound-channels","Inbound Channel Webhooks","Provider webhook reference for inbound SMS, WhatsApp, and generic-channel messages, plus the MTA mailbox and credential callbacks.",{"path":201,"title":202,"description":203},"\u002Fapi\u002Fauthentication","Authentication","Secure API access with organization-scoped API keys.",{"path":205,"title":206,"description":207},"\u002Fapi\u002Fsdk","TypeScript SDK","Typed client for the Owlat API, usable from Node.js, Bun, Deno, or any server-side JavaScript runtime.",{"path":209,"title":210,"description":211},"\u002Fapi\u002Fsdk-java","Java SDK","The official `owlat-sdk` package provides a typed client for interacting with the Owlat API from any JVM application. Requires Java 11+.",{"path":213,"title":214,"description":215},"\u002Fapi\u002Fcontacts","Contacts API","Manage contacts for your organization.",{"path":217,"title":218,"description":219},"\u002Fapi\u002Ftopics","Topics API","Manage topic membership through authenticated endpoints.",{"path":221,"title":222,"description":223},"\u002Fapi\u002Fevents","Events API","Send contact events to drive segmentation and automation triggers.",{"path":225,"title":226,"description":227},"\u002Fapi\u002Ftransactional","Transactional API","Send published transactional templates to a recipient.",{"path":229,"title":230,"description":231},"\u002Fapi\u002Fforms","Forms API","Capture subscribers through public form endpoints.",{"path":233,"title":234,"description":235},"\u002Fdeveloper","Developer Guide","Technical architecture, feature-flag model, and provider abstractions used by Owlat.",{"path":237,"title":238,"description":239},"\u002Fdeveloper\u002Fmta-system","MTA System","Owlat's custom Mail Transfer Agent for direct SMTP delivery with intelligent rate limiting, bounce processing, and IP warming.",{"path":241,"title":242,"description":243},"\u002Fdeveloper\u002Ffeature-flags","Feature flags — developer reference","How the Owlat feature flag system works: single source of truth, dependency resolution, docker profile mapping, and how to add a new flag.",{"path":245,"title":246,"description":247},"\u002Fdeveloper\u002Fhow-email-works","How Email Works","A technical deep-dive into how email actually works — from SMTP and DNS to authentication, deliverability, and the differences between marketing and private email.",{"path":249,"title":250,"description":251},"\u002Fdeveloper\u002Femail-security","Email Security","Content scanning, attachment validation, URL reputation checking, and malware detection for outbound emails.",{"path":253,"title":254,"description":255},"\u002Fdeveloper\u002Fpostbox-architecture","Postbox Architecture","How the Postbox personal-mail feature is wired — schema, IMAP server, app-password auth, outbound relay, inbound delivery, and external mailboxes.",{"path":257,"title":258,"description":259},"\u002Fdeveloper\u002Fproviders","Providers","Pluggable provider abstractions for LLM, email sending, notifications, vector stores, and analytics, selected per-deployment so self-hosters can swap implementations without code changes.",{"path":261,"title":262,"description":263},"\u002Fdeveloper\u002Fcampaign-internals","Campaign Internals","How the campaign backend works: two status machines, send pre-flight, the send orchestrator, emailSends records, and the priority workpools.",{"path":265,"title":266,"description":267},"\u002Fdeveloper\u002Faudience-internals","Audience Internals","Backend reference for contact resolution, the double opt-in lifecycle, topic subscription, the conditions registry, and segment evaluation.",{"path":269,"title":270,"description":271},"\u002Fdeveloper\u002Fautomation-internals","Automation Internals","How the automation run engine works: the step walker, the lifecycle state machine, trigger fanout, the three step types, and the resilience cron.",{"path":273,"title":274,"description":275},"\u002Fdeveloper\u002Fdeliverability-infrastructure","Deliverability Infrastructure","The Convex-side deliverability backend: provider routing, health-aware failover, sending reputation with auto-enforcement, IP warming cache, the blocklist, and the content-scan gate.",{"path":277,"title":278,"description":279},"\u002Fdeveloper\u002Farchitecture","Architecture Overview","Owlat follows a modern serverless architecture with real-time capabilities.",{"path":281,"title":282,"description":283},"\u002Fdeveloper\u002Fplatform-operations","Platform Operations","Operator reference for abuse status and the sending gate, the platform-admin roster, content review, org deletion, in-app self-update, dev endpoints, crons, and migrations.",{"path":285,"title":286,"description":287},"\u002Fdeveloper\u002Fscopes","Scopes","What each app and package in the Owlat monorepo is responsible for.",{"path":289,"title":290,"description":291},"\u002Fdeveloper\u002Fself-hosting","Self-Hosting","Deploy Owlat on your own infrastructure with Docker Compose. Complete guide from first boot to production.",{"path":293,"title":294,"description":295},"\u002Fdeveloper\u002Fself-hosting-config","Self-Hosting Configuration","Complete reference for Docker environment variables, Convex backend variables, service topology, and volume persistence.",{"path":297,"title":298,"description":299},"\u002Fdeveloper\u002Fself-hosting-dns-email","DNS & Email Setup","Configure DNS records, DKIM signing, SPF, DMARC, and bounce handling for reliable email delivery.",{"path":301,"title":302,"description":303},"\u002Fdeveloper\u002Fself-hosting-production","Production Deployment","Secure your self-hosted Owlat instance with TLS, firewall rules, backups, and monitoring.",{"path":305,"title":306,"description":307},"\u002Fdeveloper\u002Fself-hosting-maintenance","Maintenance & Updates","Keep your self-hosted Owlat instance up to date, manage backups, scale performance, and troubleshoot common issues.",{"path":309,"title":310,"description":311},"\u002Fdeveloper\u002Fself-hosting-desktop","Desktop Installer","Install Owlat on a bare Linux VPS straight from the desktop app over SSH — no terminal — with a live, animated provisioning timeline.",{"path":313,"title":314,"description":315},"\u002Fdeveloper\u002Fsetup-cli","Setup CLI & Installer","Operator reference for the Owlat self-host tooling: the install.sh one-liner, the owlat-setup CLI, the convex-deploy flow, and admin bootstrap.",{"path":317,"title":318,"description":319},"\u002Fdeveloper\u002Fconvex","Convex Backend","Owlat uses Convex as its serverless backend, providing real-time subscriptions, ACID transactions, and TypeScript-first development.",{"path":321,"title":202,"description":322},"\u002Fdeveloper\u002Fauthentication","Owlat uses BetterAuth with the Convex adapter for authentication and organization (team) management.",{"path":324,"title":325,"description":326},"\u002Fdeveloper\u002Femail-system","Email System","Owlat's email system consists of a visual editor, template management, and multi-provider sending infrastructure.",{"path":328,"title":329,"description":330},"\u002Fdeveloper\u002Femail-renderer","Email Renderer","The @owlat\u002Femail-renderer package converts editor JSON blocks into production-ready HTML emails with cross-client compatibility, CSS inlining, dark mode, and Outlook VML fallbacks.",{"path":332,"title":333,"description":334},"\u002Fdeveloper\u002Fenvironment-variables","Environment Variables","Reference for every environment variable Owlat reads across the Convex backend, web app, MTA, IMAP server, and mail-sync worker.",{"path":336,"title":337,"description":338},"\u002Fdeveloper\u002Fcomponents","Component Library","Reference for the reusable, auto-imported Vue UI components shipped in the packages\u002Fui layer.",{"path":340,"title":341,"description":342},"\u002Fdeveloper\u002Fdecisions","Architectural Decision Records","The architectural decision records for the Owlat project, each capturing the context, the decision, and the trade-offs involved.",{"path":344,"title":345,"description":346},"\u002Fdeveloper\u002Fdecisions\u002F009-model-routing","ADR-009: Task-Based Model Routing","Why Owlat supports per-task LLM model selection instead of using a single model for all pipeline steps.",{"path":348,"title":349,"description":350},"\u002Fdeveloper\u002Fdecisions\u002F010-listing-engine","ADR-010: Listing Engine","Why Owlat replaced four incompatible list-query contracts with one generic listing engine driven by per-entity descriptors.",{"path":352,"title":353,"description":354},"\u002Fdeveloper\u002Fdecisions\u002F001-custom-email-renderer","ADR-001: Custom Email Renderer Over MJML","Why Owlat built a custom table-based HTML email renderer instead of using MJML, gaining full control over VML, dark mode, and per-client rendering.",{"path":356,"title":357,"description":358},"\u002Fdeveloper\u002Fdecisions\u002F002-convex-backend","ADR-002: Convex as Backend","Why Owlat chose Convex over PostgreSQL and Firebase for real-time reactivity, co-located TypeScript logic, and zero-config scaling.",{"path":360,"title":361,"description":362},"\u002Fdeveloper\u002Fdecisions\u002F003-notion-like-builder","ADR-003: Notion-like Email Builder","Why Owlat replaced the traditional 3-panel email editor with a Notion-like single-column canvas for inline WYSIWYG editing.",{"path":364,"title":365,"description":366},"\u002Fdeveloper\u002Fdecisions\u002F004-monorepo-bun-workspaces","ADR-004: Monorepo with Bun Workspaces","Why Owlat uses a monorepo with Bun workspaces and Turborepo for fast installs, atomic cross-package changes, and cached CI.",{"path":368,"title":369,"description":370},"\u002Fdeveloper\u002Fdecisions\u002F005-custom-mta","ADR-005: Custom MTA","Why Owlat built a custom Mail Transfer Agent instead of relying solely on third-party email providers.",{"path":372,"title":373,"description":374},"\u002Fdeveloper\u002Fdecisions\u002F006-self-hosted-convex","ADR-006: Self-Hosted Convex","Why Owlat uses the open-source Convex backend for self-hosting instead of migrating to a different database.",{"path":376,"title":377,"description":378},"\u002Fdeveloper\u002Fdecisions\u002F007-pluggable-llm","ADR-007: Pluggable LLM Provider","Why Owlat uses the Vercel AI SDK with a provider abstraction layer instead of hardcoding a single LLM vendor.",{"path":380,"title":381,"description":382},"\u002Fdeveloper\u002Fdecisions\u002F008-process-architecture","ADR-008: Agent Process Architecture","Why Owlat processes inbound messages with a self-scheduling step walker plus a lifecycle coordinator instead of one sequential function.",{"path":384,"title":385,"description":386},"\u002Fexamples","Examples","Copy-pasteable integration patterns for common Owlat use cases.",{"path":388,"title":389,"description":390},"\u002Fexamples\u002Fwelcome-email","Welcome Email","Send a personalized welcome email when a new user signs up.",{"path":392,"title":393,"description":394},"\u002Fexamples\u002Fbilling-email","Billing Email","Send a billing receipt with an invoice PDF attached after a successful payment.",{"path":396,"title":397,"description":398},"\u002Fexamples\u002Fevent-automation","Event Automation","Trigger automations with custom events for trial lifecycle, feature adoption, and more.",{"path":400,"title":401,"description":402},"\u002Fexamples\u002Fcontact-sync","Contact Sync","Sync contacts from your database to Owlat using upsert patterns and bulk operations.",{"path":404,"title":405,"description":406},"\u002Fexamples\u002Fwebhook-handler","Webhook Handler","Handle Owlat delivery webhooks with signature verification and event routing.",{"path":408,"title":409,"description":410},"\u002Fexamples\u002Fmultilingual-email","Multilingual Email","Send emails in the recipient's preferred language using template translations.",{"path":412,"title":413,"description":414},"\u002Fvision","Vision","Where Owlat is heading — from email platform to unified communication intelligence powered by AI agents.",{"path":416,"title":417,"description":418},"\u002Fvision\u002Fself-hosting","Self-Hosting Architecture","How Owlat runs as a fully self-hosted stack using Docker Compose — open-source Convex backend, custom MTA, and a pluggable LLM provider.",{"path":420,"title":421,"description":422},"\u002Fvision\u002Fagent-pipeline","Agent Pipeline","Technical architecture for the inbound email agent pipeline — step modules, the walker, security scanning, threading, and human review.",{"path":424,"title":106,"description":425},"\u002Fvision\u002Fknowledge-graph","Technical architecture for Owlat's typed knowledge storage — how organizational knowledge is stored, searched, decayed, and maintained.",{"path":427,"title":428,"description":429},"\u002Fvision\u002Fmulti-channel","Multi-Channel & CRM","Technical architecture for channel adapters, unified messaging, contact identity unification, and the CRM hub.",{"path":431,"title":432,"description":433},"\u002Fvision\u002Ffile-system","Semantic File System","Technical architecture for Owlat's semantic file storage — version tracking with provenance today, plus the planned embedding-based retrieval and auto-tagging layer.",{"path":435,"title":436,"description":437},"\u002Fvision\u002Fdesktop-app","Desktop App & Advanced Agents","Architecture of the Owlat desktop shell, visualization agent, adaptive dashboard, agent health, graduated autonomy, and coding agents.",{"path":439,"title":440,"description":441},"\u002Fvision\u002Froadmap","Roadmap","What's planned next for Owlat — the documented-but-unbuilt pieces still being wired, and the enhancements on our radar.",{"id":443,"title":110,"body":444,"description":111,"extension":1080,"meta":1081,"navigation":1082,"path":109,"seo":1083,"stem":1084,"__hash__":1085},"content\u002F1.guide\u002F32.files.md",{"type":445,"value":446,"toc":1059},"minimark",[447,460,472,477,480,533,536,541,544,606,615,619,625,681,685,688,728,732,746,768,778,782,789,800,804,815,843,846,867,870,879,882,889,909,934,938,941,1052,1056],[448,449,450,451,454,455,459],"p",{},"The file library is a central place to keep documents, attachments, and other assets alongside the rest of your workspace data. You can upload files, search and filter them, tag them, and keep version history. The data model also relates files to the contacts and conversations they belong to. You can link a file to contacts manually (at upload or on its detail page); only the conversation-thread link isn't wired up yet (see below). Open it from ",[452,453,110],"strong",{}," in the dashboard (",[456,457,458],"code",{},"\u002Fdashboard\u002Ffiles",").",[461,462,465],"callout",{"title":463,"type":464},"Who can use it","info",[448,466,467,468,471],{},"The Files pages are available to any signed-in team member. Uploading, editing, and deleting files require an ",[452,469,470],{},"admin"," role — viewing and searching do not.",[473,474,476],"h2",{"id":475},"the-file-library","The file library",[448,478,479],{},"The library lists your files newest-first. A toolbar across the top gives you three controls:",[481,482,483,498,519],"ul",{},[484,485,486,489,490,493,494,497],"li",{},[452,487,488],{},"Search"," — type in the search box to find files by ",[452,491,492],{},"name"," (and the title you set when uploading). Search uses a full-text index and updates as you type. Note that tags, summaries, and extracted content are ",[452,495,496],{},"not"," part of the search index today (see the search section below), so searching matches on filename and upload-time title only.",[484,499,500,503,504,507,508,507,511,514,515,518],{},[452,501,502],{},"Source filter"," — chips for ",[452,505,506],{},"All sources",", ",[452,509,510],{},"Uploads",[452,512,513],{},"Email attachments",", and ",[452,516,517],{},"AI generated"," narrow the list to a single origin.",[484,520,521,524,525,528,529,532],{},[452,522,523],{},"View toggle"," — switch between a ",[452,526,527],{},"grid"," of cards and a compact ",[452,530,531],{},"list"," table.",[448,534,535],{},"Each file shows its name (or title, if you've set one), type, size, source, and creation date. Click any file to open its detail page.",[537,538,540],"h3",{"id":539},"file-source","File source",[448,542,543],{},"Every file records where it came from. The source is shown as a badge in the list and on the detail page:",[545,546,547,563],"table",{},[548,549,550],"thead",{},[551,552,553,557,560],"tr",{},[554,555,556],"th",{},"Source",[554,558,559],{},"Badge",[554,561,562],{},"Meaning",[564,565,566,580,593],"tbody",{},[551,567,568,574,577],{},[569,570,571],"td",{},[456,572,573],{},"upload",[569,575,576],{},"Upload",[569,578,579],{},"Added by a team member through the upload dialog.",[551,581,582,587,590],{},[569,583,584],{},[456,585,586],{},"email_attachment",[569,588,589],{},"Email",[569,591,592],{},"Tagged as originating from an inbound email attachment.",[551,594,595,600,603],{},[569,596,597],{},[456,598,599],{},"agent_generated",[569,601,602],{},"AI",[569,604,605],{},"Tagged as produced by the AI agent.",[461,607,609],{"title":608,"type":464},"Source is set at upload time",[448,610,611,612,614],{},"The source is a label you choose in the upload dialog. Today every file is added through that dialog, so even an \"AI generated\" file is one you uploaded and labelled yourself. Inbound email attachments, however, ARE captured automatically into the library (source ",[456,613,586],{},") on delivery; only agent output is not yet auto-captured.",[473,616,618],{"id":617},"uploading-files","Uploading files",[448,620,621,622,624],{},"Click ",[452,623,576],{}," to open the upload dialog, then:",[626,627,628,632,639,643,658,662,676,678],"steps",{},[537,629,631],{"id":630},"choose-a-file","Choose a file",[448,633,634,635,638],{},"Drag a file onto the drop zone or click to browse. Any file type is accepted. The dialog enforces a ",[452,636,637],{},"50 MB"," limit; oversized files are rejected by the server's create mutation, not just hidden behind a UI hint.",[537,640,642],{"id":641},"add-a-title-and-tags-optional","Add a title and tags (optional)",[448,644,645,646,649,650,653,654,459],{},"Give the file a descriptive ",[452,647,648],{},"title"," (otherwise the original filename is used as its display name) and a comma-separated list of ",[452,651,652],{},"tags"," to label and organise it. The title is searchable; tags are shown on the file but aren't part of the search index today (see ",[655,656,488],"a",{"href":657},"#search",[537,659,661],{"id":660},"pick-a-source","Pick a source",[448,663,664,665,507,668,671,672,675],{},"Choose ",[452,666,667],{},"Manual Upload",[452,669,670],{},"Email Attachment",", or ",[452,673,674],{},"AI Generated"," to label where the file came from. This only sets the source badge — it doesn't change how the file is processed.",[537,677,576],{"id":573},[448,679,680],{},"The file is stored and added to the library immediately. You'll land back in the list with the new file at the top.",[473,682,684],{"id":683},"file-detail","File detail",[448,686,687],{},"Opening a file shows everything Owlat knows about it. The left column holds the file's content sections; the right column holds metadata.",[481,689,690,696,702,712,722],{},[484,691,692,695],{},[452,693,694],{},"Title"," — click the title to rename it inline. The original filename is always shown beneath.",[484,697,698,701],{},[452,699,700],{},"Download"," — opens the stored file in a new tab.",[484,703,704,707,708,711],{},[452,705,706],{},"Details"," — MIME type, size, creation date, source badge, and a ",[452,709,710],{},"Linked Thread"," link if one is set.",[484,713,714,717,718,721],{},[452,715,716],{},"Tags"," — edit the comma-separated tags with the pencil button. ",[452,719,720],{},"Auto-detected"," tags, when present, appear in a separate group.",[484,723,724,727],{},[452,725,726],{},"Linked Contacts"," — contacts this file is associated with, each linking to its contact record.",[537,729,731],{"id":730},"ai-summary-extracted-text-and-auto-tags","AI summary, extracted text, and auto-tags",[448,733,734,735,738,739,742,743,745],{},"The detail page has collapsible sections for an ",[452,736,737],{},"AI Summary",", the file's ",[452,740,741],{},"Extracted Text",", and an ",[452,744,720],{}," tag group. These only appear when the underlying file actually has that data.",[461,747,749],{"title":748,"type":464},"Requires a configured LLM and embedding provider",[448,750,751,752,755,756,759,760,763,764,767],{},"A processing pipeline (",[456,753,754],{},"apps\u002Fapi\u002Fconvex\u002FsemanticFileProcessing.ts",") extracts text, writes an AI summary, generates auto-tags, and computes a search embedding for each file. ",[452,757,758],{},"It is scheduled on upload"," (",[456,761,762],{},"semanticFileProcessing.processFile",", kicked off by the create mutation) and a safety-net cron re-runs it every 15 minutes for recent files still missing an embedding. The summary, auto-tags, and embedding are only produced when an ",[452,765,766],{},"LLM and embedding provider are configured"," — without them those sections stay hidden. Note that plain text, HTML, JSON, CSV, and PDF are text-extracted, but Word, Excel, and images yield only a filename placeholder, and images are not OCR'd.",[448,769,770,771,773,774,777],{},"Once a file has real extracted text, the pipeline also mines it into the ",[655,772,106],{"href":105}," (source ",[452,775,776],{},"File","), so facts in your documents become typed entries you can browse and search alongside knowledge captured from email. Binary stubs (a Word\u002FExcel\u002Fimage placeholder) carry no text, so they don't produce knowledge entries.",[537,779,781],{"id":780},"version-history","Version history",[448,783,784,785,788],{},"Each file tracks a ",[452,786,787],{},"version number"," and a pointer to its previous version, and the detail page renders the full version chain as a timeline. The current version is marked.",[461,790,793],{"title":791,"type":792},"Creating new versions","warning",[448,794,795,796,799],{},"The data model supports versions (a new upload can reference a ",[456,797,798],{},"previousVersionId","), but the upload dialog doesn't yet offer a \"replace \u002F new version\" option, so in practice every upload is a standalone file at version 1.",[473,801,803],{"id":802},"linking-files-to-contacts-and-conversations","Linking files to contacts and conversations",[448,805,806,807,810,811,814],{},"A file can be associated with one or more ",[452,808,809],{},"contacts"," and with a single ",[452,812,813],{},"conversation thread",":",[481,816,817,832],{},[484,818,819,821,822,824,825,827,828,831],{},[452,820,178],{}," — linked contacts appear in the file's right column and link straight to each contact record. On a contact's own page, the ",[452,823,110],{}," tab lists every file linked to that contact (uploads and attachments alike). See ",[655,826,178],{"href":177}," and ",[655,829,830],{"href":121},"Audience Data",".",[484,833,834,837,838,840,841,831],{},[452,835,836],{},"Conversation"," — when a file is tied to a thread, the ",[452,839,710],{}," field links to that conversation in the ",[655,842,94],{"href":93},[448,844,845],{},"You set the contact links in two places:",[481,847,848,858],{},[484,849,850,853,854,857],{},[452,851,852],{},"At upload"," — the upload dialog has a ",[452,855,856],{},"Linked contacts"," picker. Search a contact by name or email and add as many as apply; they're saved with the file.",[484,859,860,863,864,866],{},[452,861,862],{},"After upload"," — the file detail page's ",[452,865,726],{}," panel has an edit (pencil) control that opens the same picker, so you can add or remove links at any time.",[448,868,869],{},"Inbound email attachments are captured to the org-general library and carry the source message's Message-ID as provenance, but they are NOT linked automatically to a contact or thread today.",[461,871,873],{"title":872,"type":464},"Conversation linking",[448,874,875,876,878],{},"The ",[452,877,710],{}," field is not set automatically on captured attachments today — no path currently populates a file's thread link. Manually choosing a thread for an uploaded file isn't offered in the UI yet either.",[473,880,488],{"id":881},"search",[448,883,884,885,888],{},"The search box runs a ",[452,886,887],{},"full-text search"," over each file's searchable text. It's fast and forgiving of partial words, and it respects the active source filter.",[461,890,892],{"title":891,"type":792},"Search only matches name and upload-time title",[448,893,894,895,898,899,901,902,905,906,908],{},"The searchable text for a file is built once, when it's created, from its ",[452,896,897],{},"filename"," and the ",[452,900,648],{}," you give it in the upload dialog. Tags, summaries, and extracted content are ",[903,904,496],"em",{}," folded into the full-text search index. Editing a file's title or tags after upload also doesn't rebuild its searchable text. So in practice you can find a file by its filename or its original title, but ",[452,907,496],{}," by its tags or content.",[461,910,912],{"title":911,"type":792},"Dashboard search box is full-text, not semantic",[448,913,914,915,918,919,922,923,925,926,929,930,933],{},"The library supports ",[452,916,917],{},"semantic (vector) search"," — files carry an embedding field and the table has a vector index. Real vector search lives in the ",[456,920,921],{},"semanticFileProcessing.semanticSearch"," action (used by the agent pipeline). The dashboard search box, however, calls full-text ",[456,924,881],{},", and the placeholder ",[456,927,928],{},"semanticSearch"," ",[903,931,932],{},"query"," returns your most recent files rather than similarity matches — because Convex vector search runs only on an action ctx, not in a query, not because embeddings aren't generated. Use the text search box for now.",[473,935,937],{"id":936},"current-limitations","Current limitations",[448,939,940],{},"A quick summary of what's shipped versus planned, so you know what to expect:",[545,942,943,953],{},[548,944,945],{},[551,946,947,950],{},[554,948,949],{},"Capability",[554,951,952],{},"Status",[564,954,955,963,970,978,985,993,1000,1008,1015,1023,1031,1038,1045],{},[551,956,957,960],{},[569,958,959],{},"Upload, browse, grid\u002Flist views, source filter",[569,961,962],{},"Available",[551,964,965,968],{},[569,966,967],{},"Full-text search by filename and upload-time title",[569,969,962],{},[551,971,972,975],{},[569,973,974],{},"Search by tags, summary, or extracted content",[569,976,977],{},"Not yet active (not indexed)",[551,979,980,983],{},[569,981,982],{},"Manual tags, inline title editing",[569,984,962],{},[551,986,987,990],{},[569,988,989],{},"Version history timeline (chain display, current marked, per-version download)",[569,991,992],{},"Available (no \"new version\" upload action)",[551,994,995,998],{},[569,996,997],{},"Manual file→contact linking (upload picker + detail-page editor)",[569,999,962],{},[551,1001,1002,1005],{},[569,1003,1004],{},"Linking files to conversation threads",[569,1006,1007],{},"Not yet active (no path sets the thread link)",[551,1009,1010,1013],{},[569,1011,1012],{},"Text extraction for plain text, HTML, JSON, CSV, PDF",[569,1014,962],{},[551,1016,1017,1020],{},[569,1018,1019],{},"Text extraction for Word \u002F Excel, image OCR",[569,1021,1022],{},"Not yet active",[551,1024,1025,1028],{},[569,1026,1027],{},"AI summaries and auto-tags on upload",[569,1029,1030],{},"Available (requires a configured LLM provider)",[551,1032,1033,1036],{},[569,1034,1035],{},"Semantic \u002F vector search",[569,1037,1022],{},[551,1039,1040,1043],{},[569,1041,1042],{},"Automatic capture of email attachments",[569,1044,962],{},[551,1046,1047,1050],{},[569,1048,1049],{},"Automatic capture of agent output",[569,1051,1022],{},[1053,1054],"link-card",{"description":1055,"title":106,"to":105},"Capture, browse, and search typed facts and relationships about your audience and operations.",[1053,1057],{"description":1058,"title":178,"to":177},"Manage people in your audience and see the files, conversations, and timeline tied to each one.",{"title":1060,"searchDepth":1061,"depth":1061,"links":1062},"",2,[1063,1067,1073,1077,1078,1079],{"id":475,"depth":1061,"text":476,"children":1064},[1065],{"id":539,"depth":1066,"text":540},3,{"id":617,"depth":1061,"text":618,"children":1068},[1069,1070,1071,1072],{"id":630,"depth":1066,"text":631},{"id":641,"depth":1066,"text":642},{"id":660,"depth":1066,"text":661},{"id":573,"depth":1066,"text":576},{"id":683,"depth":1061,"text":684,"children":1074},[1075,1076],{"id":730,"depth":1066,"text":731},{"id":780,"depth":1066,"text":781},{"id":802,"depth":1061,"text":803},{"id":881,"depth":1061,"text":488},{"id":936,"depth":1061,"text":937},"md",{},true,{"title":110,"description":111},"1.guide\u002F32.files","Q-HOk9IDu4xhSVzSNbB1_9uGfy7n-Td-zZ8wGd1YiRo",[1087,1089],{"title":106,"path":105,"stem":1088,"children":-1},"1.guide\u002F31.knowledge-graph",{"title":114,"path":113,"stem":1090,"children":-1},"1.guide\u002F33.chat",1782846430884]