AI Processing

Overview

Notes and files in your organization go through AI processing so that the AI agent can search, reference, and reason about your data. This process converts your content into vector embeddings — a format that allows the AI to understand and retrieve relevant information.

How It Works

When you create or update a note or upload a file, the system automatically:

1. Parses the content (extracts text from files, reads note content)
2. Chunks the text into smaller, meaningful segments
3. Generates embeddings — converts each chunk into a vector representation
4. Stores the vectors for fast semantic search

This process typically completes within a few seconds.

Processing Statuses

When Processing Fails

A record may fail AI processing for several reasons:

• Insufficient credits — your organization doesn't have enough AI credits
• Temporary API errors — the AI service experienced a momentary issue
• File parsing issues — the file format couldn't be read or is corrupted
• File too large — the file exceeds the maximum size for processing

Failed records are invisible to the AI agent — they won't appear in search results or be referenced in conversations.

How to Fix

1. Check your credit balance in Settings > Billing to ensure you have enough AI credits
2. Use "Reprocess all" — on the Notes or Files page, a warning banner appears when records have failed. Click Reprocess all to retry all failed items at once
3. Reprocess individually — right-click or open the menu on a specific item and select Reprocess AI
4. If failures persist after reprocessing, contact support for assistance