Search notes for unattached chat questions

Guide chat to search local meeting notes for open-ended factual questions when no context is attached.

Author: ComputelessComputer

apps/desktop/src/chat/tools/search-sessions.ts

@@ -105,6 +105,7 @@ export const buildSearchSessionsTool = (deps: ToolDependencies) =>
   tool({
     description: `
 Search for sessions (meeting notes) using query and filters.
+Use this first for open-ended questions about past meetings, people, decisions, or topics when the answer may be in meeting notes and no specific note is attached.
 Use filters.created_at.kind="relative" with recent_days for natural-language date ranges.
 Use an empty query string when the user only wants sessions by date/time filter.
 Returns relevant sessions with their content.

apps/desktop/src/chat/transport/use-transport.test.ts

@@ -0,0 +1,16 @@
+import { describe, expect, it } from "vitest";
+
+import { appendFileContextToolGuidance } from "./use-transport";
+
+describe("chat transport prompt guidance", () => {
+  it("tells chat to search meeting notes when no context is attached", () => {
+    const prompt = appendFileContextToolGuidance("Base prompt");
+
+    expect(prompt).toContain("Base prompt");
+    expect(prompt).toContain("When no context is attached");
+    expect(prompt).toContain("use search_sessions");
+    expect(prompt).toContain(
+      "Do not ask the user to open or share a meeting note",
+    );
+  });
+});

apps/desktop/src/chat/transport/use-transport.ts

@@ -13,11 +13,13 @@ import { useToolRegistry } from "~/contexts/tool";
 import { useConfigValue } from "~/shared/config";
 import * as main from "~/store/tinybase/store/main";
 
-const FILE_CONTEXT_TOOL_GUIDANCE = `
+export const FILE_CONTEXT_TOOL_GUIDANCE = `
 Context and local-note tool guidance:
+- When no context is attached and the user asks a factual question that could be answered by meeting notes, use search_sessions with the key names, topics, and date hints before answering. If the result looks relevant, answer from the returned meeting context or call read_note with the returned session id for more detail.
 - When the user asks about "this note", "this meeting", "the current note", or pronouns that likely refer to the open note, use read_current_note before answering.
-- When the user asks to find or search for something in notes, use grep_notes. If the answer needs the full source after a match, use read_note with the returned session id.
+- When the user asks to find or search for exact wording in notes, use grep_notes. If the answer needs the full source after a match, use read_note with the returned session id.
 - When the user asks about people from the current note or related meetings, use list_related_notes and then read_note as needed.
+- Do not ask the user to open or share a meeting note until search_sessions, grep_notes, or read_note cannot find enough local context.
 - Do not assume note contents from chat history when a file-backed tool can read the current source of truth.
 
 Web search guidance:
@@ -26,7 +28,7 @@ Web search guidance:
 - Do not use web_search for questions that only need local notes, contacts, or calendar events.
 `.trim();
 
-function appendFileContextToolGuidance(
+export function appendFileContextToolGuidance(
   prompt: string | undefined,
 ): string | undefined {
   if (prompt === undefined) {