How to create and use indexes

The Indexes Tab is a dedicated interface within Toolkit Configuration that provides a centralized location for managing all indexing operations for supported to

Overview

• Indexes Sidebar (left): Displays all created indexes with real-time status indicators and metadata
• Index Management Panel (center): Provides detailed controls across three tabs (Run, Configuration, History)
• Chat Panel (right): Displays search results and indexing progress in a conversational interface

Key Features:

• Visual Status Indicators: Real-time identification of index states (in-progress, completed, partly indexed, failed, stopped)
• Three Management Tabs:
  • Run: Execute search tools and index updates
  • Configuration: View read-only index settings
  • History: Review all past indexing operations
• Real-time Progress Monitoring: Live updates during index creation and updates with conversation recovery
• Detailed Indexing Results: Structured per-category breakdown of indexed and skipped files after each operation
• Automated Scheduling: Configure periodic reindexing using cron expressions for hands-free maintenance
• Multiple Search Tools: Access to Search Index, Stepback Search Index, and Stepback Summary Index

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Prerequisites

Before using the Indexes Tab interface, ensure the following requirements are met:

Project-Level Configuration

1. PgVector Configuration: Vector storage must be configured at the project level

   • Navigate to Settings → AI Configuration
   • Configure PgVector connection settings
   • Verify connection is active

2. Embedding Model Configuration: An embedding model must be selected

   • Navigate to Settings → AI Configuration
   • Select and configure an embedding model
   • Test model availability

The Indexes tab is automatically disabled if PgVector and Embedding Model are not properly configured at the project level. You must complete the project-level setup before the tab becomes available.

Toolkit Configuration

Supported Toolkit: Ensure you’re working with a toolkit that supports indexing:

Category	Supported Toolkits
Repos	ADO Repos, Bitbucket, GitLab, GitHub,
Wikis	ADO Wiki, Confluence, SharePoint
Issues	ADO Boards, ADO Plans, Jira
Files	Artifact, SharePoint
Designs	Figma
Tests	TestRail, Xray Cloud, Zephyr Enterprise, Zephyr Essential, Zephyr Scale

Toolkit Tools: Enable indexing tools in your toolkit configuration:

Tool	Status	Description
Index Data	Required	For creating indexes
Search Index	Required	For search functionality
Stepback Search Index	Optional	For advanced search
Stepback Summary Index	Optional	For summarized search results
List Collections	Optional	For viewing available indexes
Remove Index	Optional	For index cleanup

The Indexes tab is automatically disabled if the Index Data tool is not enabled in your toolkit configuration. You must enable the Index Data tool before the Indexes tab becomes available.

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Accessing the Indexes Tab

1. Navigate to Toolkits: Go to Toolkits in the main navigation
2. Select Toolkit: Choose a toolkit that supports indexing from your list(e.g., Github)
3. Open Indexes Tab: Click on the Indexes tab in the toolkit detail view

If the Indexes tab is disabled or not visible, verify that your project-level prerequisites are properly configured.

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Creating a New Index

Step 1: Initiate Index Creation

1. Click the + Icon: In the Indexes sidebar, click the + Create New Index button
2. New Index Form: The center panel will display the new index creation form

Step 2: Configure Index Parameters

Required Fields:

• Index Name: Provide a unique name for your index (collection suffix)
  • Must be unique within the toolkit
  • Maximum 7 characters
  • Alphanumeric characters recommended

Toolkit-Specific Parameters:

Configure parameters specific to your toolkit type. Common parameters include:

Parameter	Description	Example
Collection Suffix	Unique identifier for the index	docs, prod, v1
Progress Step	Progress reporting interval (0-100)	10
Clean Index	Remove existing data before indexing	✓ or ✗
Chunking Config	Document chunking configuration	{} (default)
Skip Unsupported Extensions	Skip files with unsupported extensions (default: enabled). When disabled, unsupported files fall back to plain-text chunking instead of being skipped.	✓ (default)

Different toolkits require different parameters. For example:

• GitHub: Repository name, branch, file patterns
• Confluence: Space key, page filters
• Jira: JQL queries, field extraction settings
• TestRail: Project ID, suite filters

Refer to toolkit-specific documentation for detailed parameter information.

Step 3: Validate and Start Indexing

1. Form Validation: The Index button remains inactive until all mandatory fields are filled
2. Review Configuration: Verify all parameters are correct
3. Start Indexing: Click the Index button to begin the process

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Monitoring Indexing Progress

Real-Time Status Indicators

The Indexes Tab provides visual status indicators to help you track the state of your indexes in real-time. These indicators appear in multiple locations throughout the interface.

Status Indicator Locations:

1. Indexes Sidebar (left panel): Each index card displays a status icon
2. Index Detail Header (center panel): Status label appears next to the index name

Index Status Types

Status	Visual Indicator	Description	Availability
In Progress		Indexing is currently running	Progress visible in real-time; History tab disabled
Completed	—	All fetched items were successfully indexed	All tabs available; search tools and scheduling enabled
Partially Indexed	—	Indexing finished but some files were skipped (unsupported extension, read error, empty content, whitelist/blacklist filter). At least one document was indexed successfully.	All tabs available; search tools and scheduling enabled; skipped-file breakdown shown in the chat panel
Failed		Indexing encountered an error	Configuration tab available; Run and History tabs disabled
Stopped		Indexing was manually cancelled	Configuration tab available; Run and History tabs disabled

An index with Partially Indexed status is fully usable — search tools and scheduling work normally. It simply means that some files were skipped during the operation (for example, binary or archive files with unsupported extensions). Review the Indexing Results section in the chat panel to see exactly which files were skipped and why.

Status Display in Sidebar

Each index card in the left sidebar shows:

• Index Name: Collection suffix (e.g., docs, prod)
• Creation Date: Format: dd.MM.yyyy
• Document Count: Hover over the document count.
  • For initial indexing: total indexed count
  • For reindexed items: reindexed / total indexed (e.g., 50 / 200)
• Status Icon: Real-time visual indicator (progress spinner, error icon, or stop icon)

If you navigate away during indexing and return, the system automatically recovers:

• Restores the in-progress state
• Displays accumulated progress messages
• Continues monitoring until completion

You will receive notifications for all indexing operations (initial indexing and reindexing):

• Success: Green checkmark icon with message showing indexed/reindexed counts
• Partially Indexed: Warning notification with a summary of skipped-file categories and counts
• Failure: Red error icon with failure message
• Scheduled Operations: Marked with “by schedule” text
• Action: Click any notification to navigate directly to the index

Notifications appear in the notifications panel

Indexing Results and Skipped Files

When indexing completes (or partially completes), the chat panel on the right displays a structured Indexing Results summary. This breakdown gives you full visibility into what was indexed and what was skipped.

Result Summary Format:

Each result entry uses an icon to indicate its category:

Icon	Meaning
✅	Successfully indexed documents
⚠️	Files skipped (non-critical, e.g., unsupported extension, empty content, filter match)
❌	Files that failed due to an error (read error, runtime error)

Example result displayed in the chat panel:

✅  40 documents — Successfully indexed
⚠️   2 documents — Files with unsupported extension
       → archive.zip
       → README.exe
⚠️   1 document — Files with empty content
       → src/placeholder.md
❌   1 document — Files with read error
       → src/corrupted.txt

Skip Categories Explained:

Category	Description
Unsupported extension	File type not in the supported list (e.g., .zip, .exe, .pdf). Supported types include .py, .js, .ts, .java, .go, .rs, .md, .json, .yml, .html, .csv, and more.
Whitelist filtered	File path did not match the configured whitelist pattern
Blacklist filtered	File path matched the configured blacklist pattern and was excluded
Empty content	File exists but contains no indexable text
Read error	File could not be read due to permissions or corruption
Runtime error	Unexpected error during processing

If you need to index files with unsupported extensions (e.g., plain-text configuration files with a custom extension), disable the Skip Unsupported Extensions parameter when creating the index. Files with unsupported extensions will then be processed using plain-text chunking instead of being skipped.

When more than 5 files are skipped in a single category, the results summary shows the first 5 file names followed by a ”… X more” indicator. The full list is stored in the index metadata and accessible via the API.

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Managing Existing Indexes

Selecting an Index

1. Click Index Card: Select any index from the left sidebar
2. View Details: Index information and management options appear in center panel
3. Access Tools: Available actions depend on index status

Index Information Panel

When an index is selected, the index card displays:

• Index Name: Current name/collection suffix
• Last Updated: Timestamp of most recent update
• Document Count: Number of indexed documents

Manual Index Updates

Trigger Manual Update:

1. Select Index: Click on the index you want to update
2. Navigate to Configuration Tab: Click the Configuration tab in the center panel
3. Click Reindex: Use the Reindex button in the index information panel
4. Monitor Progress: Watch real-time updates in the center and right panels
5. Review Results: Check for successful completion or error messages

Parameters cannot be modified when reindexing. The reindex operation uses the original configuration settings from when the index was first created. To change parameters, you must create a new index with the desired configuration.

Schedule Index

Scheduling is available for indexes with Completed or Partially Indexed status. In-progress, failed, or stopped indexes cannot be scheduled.

Automated Reindexing:

1. Select Index: Choose an index with Completed or Partially Indexed status from the sidebar
2. Configure Schedule: Click the settings icon to open the schedule configuration modal
3. Set Cron Expression: Define the reindexing frequency using cron syntax (e.g., 0 2 * * * for daily at 2 AM)
4. Configure Credentials: Select an existing credential configuration or create a new one(only credentials matching your project type will be shown)
5. Save Schedule: Click Aplay to activate the automated schedule
6. Enable Schedule: Toggle the Schedule switch to activate automated reindexing

Schedule Status Indicators:

• Schedule Toggle: ON (enabled) or OFF (disabled)
• Cron Expression: Displayed next to the schedule controls
• Next Run: Timestamp showing when the next automated reindex will occur

For comprehensive information about scheduling features, cron expressions, troubleshooting, and best practices, see the Schedule Indexing.

Deleting Indexes

Delete Process:

1. Select Index: Choose the index to delete from the sidebar
2. Click Delete: Use the Delete button in the index information panel
3. Confirm Deletion: Enter the index name in the confirmation modal
4. Permanent Removal: Index and all associated data are permanently deleted

• Index deletion is permanent and cannot be undone. All indexed data, search history, and configurations are permanently removed.
• The Delete button is disabled when the Remove Index tool is not selected in your toolkit configuration.

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Using Search Tools

Accessing Search Functionality

• Successful Index: Indexes with Completed or Partially Indexed status both support search operations. Failed and stopped indexes do not.
• Enabled Search Tools: At least one search tool (Search Index, Stepback Search Index, or Stepback Summary Index) must be enabled in toolkit configuration. The Run tab is disabled if no search tools are enabled.

Available Search Tools:

• Search Index: Basic semantic search across indexed content
• Stepback Search Index: Advanced search that breaks down complex questions
• Stepback Summary Index: Search with automatic summarization of results

Search Tool Selection

1. Navigate to Run Tab: Click the Run tab in the center panel
2. Tool Dropdown: Select search tool from the dropdown menu
3. Configure Parameters: Set search parameters and LLM model settings

Summarized Search (Stepback Summary Index)

Configuration:

1. Select Tool: Choose “Stepback Summary Index” from dropdown

2. Enter Query: Provide query requiring summarized response

3. Model Selection: Choose appropriate LLM for summarization

4. Search Parameters:

   Parameter	Description	Example
   Messages	Conversation history for context-aware search	Previous chat messages
   Filter	Metadata filter as dictionary or JSON string	{"file_type": {"$eq": "markdown"}}, {"author": {"$eq": "john.doe"}}
   Cut Off (0 - 1)	Relevance threshold for filtering results	0.7 for high relevance, 0.3 for broader results
   Search Top	Maximum number of top results to return	10, 25, 50
   Full Text Search	Dictionary with full-text search configuration	{"enabled": true, "weight": 0.3, "fields": ["content", "title"], "language": "english"}
   Extended Search	List of chunk types to search	["title", "summary", "propositions", "keywords", "documents"]
   Reranking Config	Dictionary with field-based reranking rules	{"priority": {"weight": 2.0, "rules": {"priority": "high"}}}, {"updated_at": {"weight": 1.0, "rules": {"sort": "desc"}}}

Basic Search (Search Index)

Configuration:

1. Select Tool: Choose “Search Index” from tool dropdown

2. Enter Query: Provide search query in the text field (e.g., How do I create secrets in Elitea and what are the best practices for managing sensitive configuration data?)

3. Configure Model: Select LLM model and adjust settings if needed

4. Optional Parameters:

   Parameter	Description	Example
   Filter	Metadata filter as dictionary or JSON string	{"file_type": {"$eq": "markdown"}}, {"$and": [{"author": {"$eq": "john"}}, {"status": {"$eq": "active"}}]}
   Cut Off (0 - 1)	Relevance threshold for filtering results	0.7 for high relevance, 0.3 for broader results
   Search Top	Maximum number of top results to return	10, 25, 50
   Full Text Search	Dictionary with full-text search configuration	{"enabled": true, "weight": 0.3, "fields": ["content", "title"], "language": "english"}
   Extended Search	List of chunk types to search	["title", "summary", "propositions", "keywords", "documents"]
   Reranking Config	Dictionary with field-based reranking rules	{"severity": {"weight": 2.5, "rules": {"priority": "critical"}}}, {"file_type": {"weight": 1.5, "rules": {"contains": "test"}}}

Execute Search:

1. Activate Run Button: Button becomes active when query is provided
2. Click Run: Execute the search operation
3. View Results: Results appear in the right panel chat interface

Advanced Search (Stepback Search)

Configuration:

1. Select Tool: Choose “Stepback Search Index” from dropdown

2. Enter Complex Query: Provide detailed or multi-part query

3. Model Settings: Configure LLM for query decomposition

4. Search Parameters:

   Parameter	Description	Example
   Messages	Conversation history for context-aware search	Previous chat messages
   Filter	Metadata filter as dictionary or JSON string	{"category": {"$eq": "bug"}}, {"$and": [{"priority": {"$eq": "high"}}, {"status": {"$eq": "open"}}]}
   Cut Off (0 - 1)	Relevance threshold for filtering results	0.7 for high relevance, 0.3 for broader results
   Search Top	Maximum number of top results to return	10, 25, 50
   Full Text Search	Dictionary with full-text search configuration	{"enabled": true, "weight": 0.3, "fields": ["content", "description"], "language": "english"}
   Extended Search	List of chunk types to search	["title", "summary", "propositions", "keywords", "documents"]
   Reranking Config	Dictionary with field-based reranking rules	{"importance": {"weight": 3.0, "rules": {"contains": "critical"}}}, {"created_at": {"weight": 1.0, "rules": {"sort": "desc"}}}

• Copy Results: Copy search output for external use
• Export Data: Save results in various formats
• Refine Search: Modify parameters and search again
• Follow-up Questions: Continue conversation with additional queries---

Viewing Index Configuration

Configuration Tab Access

1. Select Index: Choose any index from the sidebar
2. Navigate to Configuration: Click the Configuration tab in center panel
3. Review Settings: All configuration parameters are displayed in read-only format

Displayed Parameters:

• Creation Settings: Original parameters used during index creation
• Toolkit-Specific Config: Parameters unique to the toolkit type
• Processing Options: Chunking, filtering, and processing configurations
• Timestamp Information: Creation date, last modified date
• Version Information: Index format version and compatibility

Understanding Configuration Details

Data Source Parameters:

• Source Location: Repository, space, project, or file location
• Scope Filters: Branches, labels, file patterns, date ranges
• Access Credentials: Associated credential information (name only)

Processing Configuration:

• Chunking Strategy: How documents are split for indexing
• Content Extraction: File types and content elements included
• Filtering Rules: Content exclusion patterns and rules

All configuration information is read-only and cannot be modified from this tab. To change configuration, create a new index or update the existing index with new parameters.

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Reviewing Index History

Accessing Index History

The History tab provides a chronological record of all indexing operations performed on a selected index, including initial creation, manual reindexing, and scheduled reindexing events.

Access History:

1. Select Index: Choose an index from the left sidebar
2. Navigate to History Tab: Click the History tab in the center panel
3. Review Operations: View all past indexing events in chronological order

The History tab is only available for indexes with completed status. It is disabled for indexes that are in-progress.

History Tab Interface

The History tab displays indexing events in a structured table format with the following components:

Table Header (sortable columns):

• Event Column: Displays the type of indexing operation (Created, Reindexed, Stopped, Failed)
  • Click to sort alphabetically (ascending/descending)
  • Sort arrow indicator shows current sort direction
• Date Column: Shows when the operation occurred (format: dd-MM-yyyy, hh:mm a)
  • Click to sort chronologically (ascending/descending)
  • Default sort: Most recent first (descending)

History Items (event rows):

Each row in the history table represents a single indexing operation and displays:

• Event Label: Operation type in the left column
• Timestamp: Operation date and time in the right column

Interaction:

• Click any history item to view detailed information in the chat panel
• Most recent history item is automatically selected by default
• Selected item remains highlighted for easy reference

Example History Table:

Event          | Date
---------------|------------------------
Reindexed      | 21-11-2025, 02:00 AM
Created        | 20-11-2025, 10:30 AM

Understanding History Events

Initial Index Creation:

• Event Label: “Created”
• Timestamp: When the index was first created
• Purpose: Tracks the original indexing operation

Manual Reindexing:

• Event Label: “Reindexed”
• Timestamp: When manual reindex was triggered
• Purpose: Documents user-initiated index updates

Scheduled Reindexing:

• Event Label: “Reindexed”
• Timestamp: When automated schedule executed
• Purpose: Tracks automatic index updates from schedules
• Detail Message: “Successfully reindexed by schedule” appears in the detailed view

Partial Indexing:

• Event Label: “Partially Indexed”
• Timestamp: When the partial indexing operation completed
• Purpose: Documents operations where some files were indexed and some were skipped
• Detail Message: Skipped-file breakdown is shown in the chat panel when the history item is selected

Stopped Indexing:

• Event Label: “Stopped”
• Timestamp: When indexing operation was manually cancelled
• Purpose: Documents cancelled indexing operations

Failed Indexing:

• Event Label: “Failed”
• Timestamp: When indexing operation encountered an error
• Purpose: Documents failed indexing operations for troubleshooting

Scheduled reindexing operations appear in the History tab with the same “Reindexed” label as manual operations. The timestamp indicates when the scheduled job executed. For detailed information about scheduling, see the Schedule Indexing documentation.

Using History for Monitoring

Verification Use Cases:

• Schedule Verification: Confirm that scheduled reindexing is executing as expected
• Update Tracking: Monitor frequency of index updates
• Troubleshooting: Review timing of operations when investigating issues
• Audit Trail: Maintain record of all indexing activities

Best Practices:

• Regular Review: Periodically check the History tab to verify operations are successful
• Schedule Monitoring: For scheduled indexes, confirm entries appear at expected times
• Failure Investigation: Review history when troubleshooting indexing issues
• Frequency Analysis: Analyze update patterns to optimize reindexing schedules

• The History tab does not display detailed error messages for failed operations
• Schedule configuration changes are not tracked in the history
• History is permanently deleted when an index is removed

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Troubleshooting

Common Issues and Solutions

Disabled Tabs and Buttons

Indexes Tab Disabled:

The Indexes tab is automatically disabled if required prerequisites are not met. To access this tab in your toolkit configuration, ensure:

• PgVector Configuration: Vector storage must be configured at project level (Settings → AI Configuration)
• Embedding Model: An embedding model must be selected and configured (Settings → AI Configuration)
• Index Data Tool: The “Index Data” tool must be enabled in your toolkit configuration

Solutions:

1. Verify Prerequisites: Ensure PgVector and Embedding Model are configured
2. Check Toolkit Support: Confirm toolkit supports indexing
3. Review Permissions: Verify user has access to indexing features
4. Refresh Browser: Clear cache and reload the page

Delete Button Disabled:

The Delete button (in Indexes tab) is disabled if the Remove Index tool is not selected in toolkit configuration. Enable this tool to allow index deletion operations.

Run Tab Disabled:

The Run tab (in Indexes tab) is disabled if at least one search index tool (Search Index, Stepback Search Index, or Stepback Summary Index) is not selected in toolkit configuration. It is also disabled for indexes with Failed or Stopped status — only Completed and Partially Indexed indexes support search. Enable at least one search tool and ensure your index is in a searchable state to access the Run tab.

Reindex Button Disabled:

The Reindex button is enabled only in the Configuration tab. It is disabled in the Run and History tabs. To trigger a manual reindex, navigate to the Configuration tab.

Index Creation Failures

Symptoms:

• Index creation process fails
• Error notifications during indexing
• Stuck in “in progress” state

Solutions:

1. Check Credentials: Verify toolkit credentials are valid and accessible
2. Review Parameters: Ensure all required parameters are provided
3. Data Source Access: Confirm data source is accessible and contains data
4. Resource Limits: Check if data size exceeds system limits
5. Network Connectivity: Verify stable internet connection

Common Error Messages:

Error	Possible Cause	Solution
”Authentication failed”	Invalid credentials	Update toolkit credentials
”Data source not found”	Incorrect source parameters	Verify repository/space/project names
”Insufficient permissions”	Limited access rights	Grant appropriate permissions to credential
”Processing timeout”	Large dataset or slow connection	Reduce scope or increase timeout settings

Search Tool Issues

Symptoms:

• Search tools not available
• Run button remains disabled
• No search results returned

Solutions:

1. Index Status: Verify index is successfully completed
2. Tool Selection: Ensure search tools are enabled in toolkit
3. Query Format: Check search query syntax and format
4. Model Configuration: Verify LLM model is properly configured
5. Collection Access: Confirm index collections are accessible

Poor Search Results

Symptoms:

• Search returns irrelevant results
• Missing expected documents in search results
• Low-quality or incomplete answers
• Too many or too few results returned

Solutions:

1. Adjust Cut Off Parameter: The Cut Off threshold (0-1) is critical for result quality
   • Too High (e.g., 0.9): May exclude relevant results; try lowering to 0.7 or 0.6
   • Too Low (e.g., 0.3): May include irrelevant results; try increasing to 0.5 or 0.6
   • Recommended Starting Point: 0.7 for high-quality results, adjust based on feedback
2. Modify Search Top: Adjust the number of results returned
   • Increase for broader coverage (e.g., 25-50 results)
   • Decrease for more focused results (e.g., 5-10 results)
3. Refine Query: Use more specific search terms and context
4. Enable Full Text Search: Activate for comprehensive text-based matching
5. Enable Extended Search: Turn on for semantic similarity search
6. Apply Filters: Use filters to narrow scope (e.g., file_type:markdown, author:john.doe)
7. Configure Reranking: Use Reranking Config to boost relevance of specific fields

The Cut Off parameter has the most significant impact on search quality. Start with 0.7 and adjust based on results:

• 0.8-0.9: Very strict, only highly relevant matches
• 0.6-0.7: Balanced, recommended for most use cases
• 0.4-0.5: Broader results, useful for exploratory searches
• 0.2-0.3: Very inclusive, may include less relevant results

Performance Optimization

Large Dataset Handling

Strategies:

• Incremental Indexing: Use progressive updates instead of full re-indexing
• Scope Filtering: Limit indexing scope to relevant content
• Chunking Optimization: Adjust chunk sizes for optimal processing
• Batch Processing: Process large datasets in smaller batches

Search Performance

Optimization Tips:

• Specific Queries: Use specific search terms instead of broad queries
• Result Limits: Set appropriate limits on result counts
• Model Selection: Choose appropriate LLM models for search tasks
• Collection Targeting: Search specific collections instead of all indexes

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Best Practices

Index Naming and Organization

Naming Conventions:

• Descriptive Names: Use meaningful collection suffixes (docs, prod, test)
• Version Control: Include version indicators for time-based indexes (v1, 2024q1)
• Environment Separation: Distinguish between environments (dev, staging, prod)
• Purpose Indication: Reflect the index purpose (onboard, support, api)

Organization Strategies:

• Logical Grouping: Group related indexes by purpose or team
• Lifecycle Management: Implement retention policies for old indexes
• Access Control: Consider who needs access to which indexes
• Documentation: Maintain documentation of index purposes and usage

Efficient Index Management

Creation Best Practices:

• Start Small: Begin with limited scope and expand as needed
• Test First: Use test environments before production indexing
• Validate Data: Ensure data quality before indexing
• Monitor Resources: Track system resource usage during indexing

Update Strategies:

• Incremental Updates: Prefer incremental over full updates when possible
• Scheduled Maintenance: Use off-peak hours for large updates
• Change Detection: Implement change detection to trigger targeted updates
• Rollback Plans: Maintain ability to revert to previous index versions

Search Optimization

Query Design:

• Specific Queries: Use specific terms for better accuracy
• Context Awareness: Leverage conversation context for follow-up questions
• Tool Selection: Choose appropriate search tools for different use cases
• Result Validation: Verify search results against known information

Model Configuration:

• Model Selection: Choose appropriate LLMs for different search types
• Parameter Tuning: Adjust temperature and token limits based on use case
• Cost Management: Balance result quality with computational costs
• Performance Monitoring: Track search performance and optimize accordingly

Maintenance and Monitoring

Regular Maintenance:

• Index Health Checks: Regularly verify index integrity and performance
• Cleanup Operations: Remove unused or outdated indexes
• Performance Reviews: Analyze search performance and user satisfaction
• Security Audits: Review access permissions and credential management

Monitoring Practices:

• Usage Analytics: Track index usage patterns and popular searches
• Error Monitoring: Monitor for indexing and search failures
• Resource Tracking: Monitor system resource consumption
• User Feedback: Collect feedback on search quality and interface usability

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Additional Resources

Core Indexing Docs:

• Indexing Overview - General concepts and getting started
• Indexing Tools - Detailed tool documentation and parameters
• Schedule Indexing - Automated reindexing with cron expressions
• Migrate Datasources to Indexing - Migration from legacy systems

Toolkit-Specific Docs:

• Index GitHub Data - GitHub repository indexing
• Index Confluence Data - Confluence space indexing
• Index Jira Data - Jira issue indexing
• Index TestRail Data - TestRail test case indexing
• Index Figma Data - Figma design file indexing
• Index Artifacts Data - File-based content indexing

Configuration Docs:

• AI Configuration - PgVector and embedding model setup
• Toolkits Menu - General toolkit configuration
• Configure EPAM AI DIAL Key - Production LLM setup