|
1 | 1 | # Agent Mode and Tools |
2 | 2 |
|
3 | | -Copilot Plus includes an **autonomous agent** that can reason step-by-step and decide which tools to use to answer your question. Instead of you specifying every step, the agent figures out what to do on its own. |
| 3 | +KOS2 includes an agent path for more complex note and web tasks. |
4 | 4 |
|
5 | | -This feature requires a [Copilot Plus](copilot-plus-and-self-host.md) license. |
| 5 | +This document is intentionally lighter than the old upstream “Copilot Plus” explanation. It describes what KOS2 can do now and where setup is still required. |
6 | 6 |
|
7 | | ---- |
| 7 | +## What the KOS2 Agent Is For |
8 | 8 |
|
9 | | -## Overview |
| 9 | +Use the agent when the job is more than a single answer and needs a short workflow: |
10 | 10 |
|
11 | | -When the autonomous agent is enabled, Copilot can: |
| 11 | +- search the vault and inspect relevant notes |
| 12 | +- search the web when current information matters |
| 13 | +- create or edit notes with previewable changes |
| 14 | +- combine evidence into a useful response |
12 | 15 |
|
13 | | -1. Break down your request into sub-tasks |
14 | | -2. Use tools to gather information (search your vault, search the web, read a note) |
15 | | -3. Create or edit notes |
16 | | -4. Combine results and give you a comprehensive answer |
| 16 | +If the task is simple, normal chat is usually enough. |
17 | 17 |
|
18 | | -**Example**: Ask "What did I work on last week?" and the agent will automatically search your vault for dated notes from the past 7 days, read the relevant ones, and summarize your week. |
| 18 | +## What the Agent Can Use |
19 | 19 |
|
20 | | ---- |
| 20 | +### Core note tools |
21 | 21 |
|
22 | | -## Enabling Agent Mode |
| 22 | +- vault search |
| 23 | +- read note |
| 24 | +- write to file |
| 25 | +- edit file |
23 | 26 |
|
24 | | -1. Go to **Settings → Copilot → Plus** |
25 | | -2. Turn on **Enable Autonomous Agent** |
| 27 | +These are the tools that matter most for KOS-style note work. |
26 | 28 |
|
27 | | -The agent activates automatically when you're in **Copilot Plus** mode. You don't need to do anything special — just ask your question. |
| 29 | +### Optional web tool |
28 | 30 |
|
29 | | -### Max Iterations |
| 31 | +- web search |
30 | 32 |
|
31 | | -The agent works in iteration cycles (think → use a tool → think → use a tool → answer). You can control the maximum number of iterations before the agent stops: |
| 33 | +In KOS2 this should be treated as optional. It is not the default center of gravity. Web search is most useful when the task clearly depends on current external information. |
32 | 34 |
|
33 | | -- **Default**: 4 iterations |
34 | | -- **Maximum**: 16 iterations |
35 | | -- **Setting**: **Settings → Copilot → Plus → Autonomous Agent Max Iterations** |
| 35 | +### Optional transcript tool |
36 | 36 |
|
37 | | -The agent also has a maximum runtime of 5 minutes per response, regardless of iteration count. |
| 37 | +- YouTube transcription |
38 | 38 |
|
39 | | ---- |
| 39 | +This now depends on explicit setup. KOS2 surfaces transcript setup in the plugin and currently points users toward: |
40 | 40 |
|
41 | | -## Available Tools |
| 41 | +- `Supadata` for transcript API access |
| 42 | +- local preparation with `yt-dlp` and `whisper` |
42 | 43 |
|
43 | | -Copilot Plus has 13 built-in tools. Some are always active; others can be enabled or disabled. |
| 44 | +### Experimental desktop controls |
44 | 45 |
|
45 | | -### Always-Enabled Tools |
| 46 | +Some inherited desktop or CLI-oriented tools still exist in the codebase, but they are not the primary product story and should be treated as advanced or experimental. |
46 | 47 |
|
47 | | -These tools are always available and cannot be disabled: |
| 48 | +## Privacy And Local Defaults |
48 | 49 |
|
49 | | -#### Get Current Time |
| 50 | +If you want the default agent path to stay local: |
50 | 51 |
|
51 | | -Gets the current time in any timezone. Useful for time-aware queries like "what should I do today?" |
| 52 | +1. enable `Privacy (local) Mode` |
| 53 | +2. set the default chat model to `KOS2 Local Agent` |
| 54 | +3. keep embeddings on a local Ollama model |
52 | 55 |
|
53 | | -#### Get Time Range |
| 56 | +That gives you a cleaner split: |
54 | 57 |
|
55 | | -Converts natural time expressions (like "last week" or "yesterday") into exact date ranges. Usually called automatically before a time-based vault search. |
| 58 | +- local model for note work |
| 59 | +- optional cloud only when you deliberately want web search or web fetch |
56 | 60 |
|
57 | | -#### Get Time Info |
| 61 | +## File Editing Behavior |
58 | 62 |
|
59 | | -Converts an epoch timestamp to a human-readable date and time. |
| 63 | +When the agent writes or edits notes, the intended path is preview-first note operations rather than silent mutation. |
60 | 64 |
|
61 | | -#### Convert Timezones |
| 65 | +Use the agent for: |
62 | 66 |
|
63 | | -Converts a time from one timezone to another. Ask: "What time is 3pm EST in Tokyo?" |
| 67 | +- creating a note draft |
| 68 | +- updating an existing note |
| 69 | +- turning rough material into a clearer artifact |
64 | 70 |
|
65 | | -#### Read Note |
| 71 | +Treat it as an operator with guardrails, not as an invisible background process. |
66 | 72 |
|
67 | | -Reads the content of a specific note. The agent uses this to inspect a note it found via search, or that you mentioned explicitly. Works on large notes by reading them in chunks. |
| 73 | +## When To Use Which Mode |
68 | 74 |
|
69 | | -#### File Tree |
70 | | - |
71 | | -Browses the file structure of your vault. The agent uses this to find folder paths before creating new notes or to count files in a folder. |
72 | | - |
73 | | -#### Tag List |
74 | | - |
75 | | -Lists all tags in your vault with usage statistics. Useful for tag reorganization or finding notes by tag patterns. |
76 | | - |
77 | | -#### Update Memory |
78 | | - |
79 | | -Saves information to your memory when you explicitly ask the AI to remember something. See [Copilot Plus and Self-Host](copilot-plus-and-self-host.md#memory-system) for details. |
80 | | - |
81 | | -> **Requires**: **Settings → Copilot → Plus → Reference Saved Memories** must be enabled. If this setting is off, the tool is not registered and memory commands will not work. |
82 | | -
|
83 | | -### Configurable Tools |
84 | | - |
85 | | -These tools can be individually enabled or disabled in **Settings → Copilot → Plus → Tool Settings**: |
86 | | - |
87 | | -#### Vault Search |
88 | | - |
89 | | -Searches your vault notes by content. The agent uses this to find notes relevant to your question. |
90 | | - |
91 | | -- **Trigger**: Automatically for vault-related questions, or explicitly with `@vault` |
92 | | -- **Uses**: Both semantic search (if enabled) and lexical search |
93 | | - |
94 | | -#### Web Search |
95 | | - |
96 | | -Searches the internet for current information. |
97 | | - |
98 | | -- **Trigger**: Automatically when your question implies web/online content, or explicitly with `@websearch` or `@web` |
99 | | -- **Requires**: A web search service configured (Firecrawl or Perplexity in self-host mode, or handled by Plus) |
100 | | - |
101 | | -#### Write to File |
102 | | - |
103 | | -Creates a new note or overwrites an existing one entirely. |
104 | | - |
105 | | -- **Trigger**: Automatically for "create a note" requests, or explicitly with `@composer` (available in both Copilot Plus and Projects mode) |
106 | | -- **Behavior**: Shows a preview of the content before writing. You can review and accept or reject the change. |
107 | | -- **Auto-accept**: Enable **Settings → Copilot → Plus → Auto-accept edits** to skip the preview |
108 | | - |
109 | | -#### Replace in File |
110 | | - |
111 | | -Makes targeted changes to an existing note using search-and-replace blocks. |
112 | | - |
113 | | -- **Use case**: Small edits (adding a bullet, updating a section) — more precise than rewriting the whole note |
114 | | -- **Behavior**: Shows a diff preview before applying the change |
115 | | -- **Auto-accept**: Same setting as Write to File |
116 | | - |
117 | | -#### YouTube Transcription |
118 | | - |
119 | | -Fetches the transcript of a YouTube video. |
120 | | - |
121 | | -- **Trigger**: Automatically when you paste a YouTube URL in your message |
122 | | -- **No extra setup needed**: Just include the URL in your message |
123 | | -- **Self-host option**: Use your own Supadata API key for transcription in self-host mode |
124 | | - |
125 | | ---- |
126 | | - |
127 | | -## Tool Settings |
128 | | - |
129 | | -Go to **Settings → Copilot → Plus → Tool Settings** to: |
130 | | - |
131 | | -- See all available tools |
132 | | -- Enable or disable individual configurable tools |
133 | | -- View what each tool does |
134 | | - |
135 | | ---- |
136 | | - |
137 | | -## Using Tools Explicitly |
138 | | - |
139 | | -While the agent automatically decides when to use tools, you can also trigger them explicitly with @-mentions: |
140 | | - |
141 | | -``` |
142 | | -@vault find all notes about my reading list |
143 | | -@websearch what is the latest version of Python? |
144 | | -@composer create a new meeting notes template |
145 | | -@memory remember that I prefer bullet points for lists |
146 | | -``` |
147 | | - |
148 | | -See [Context and Mentions](context-and-mentions.md) for the full @-mention reference. |
149 | | - |
150 | | ---- |
151 | | - |
152 | | -## Tool Call Indicators |
153 | | - |
154 | | -While the agent is working, the chat shows status indicators for each tool call: |
155 | | - |
156 | | -- "Reading files" |
157 | | -- "Searching the web" |
158 | | -- "Reading file tree" |
159 | | -- "Compacting" |
160 | | - |
161 | | -This lets you see what the agent is doing as it works. |
162 | | - |
163 | | ---- |
164 | | - |
165 | | -## File Editing: Preview and Diff |
166 | | - |
167 | | -When the agent uses **Write to File** or **Replace in File**, it shows a preview before making changes: |
168 | | - |
169 | | -- **Split view**: Before/after shown side by side |
170 | | -- **Side-by-side view**: Changes highlighted inline |
171 | | - |
172 | | -You can choose your preferred diff view in **Settings → Copilot → Plus → Diff View Mode**. |
173 | | - |
174 | | -Review the proposed change and click: |
175 | | - |
176 | | -- **Accept** — Apply the change to your note |
177 | | -- **Reject** — Discard without making any changes |
178 | | -- **Revert** — Undo a change that was already accepted |
179 | | - |
180 | | -### Auto-Accept Edits |
181 | | - |
182 | | -If you trust the agent and don't want to review every file change, enable **Auto-accept edits** in **Settings → Copilot → Plus**. File changes will be applied immediately without a confirmation step. |
183 | | - |
184 | | ---- |
| 75 | +- `Chat`: simple reasoning, rewriting, summarization, or conversation |
| 76 | +- `Knowledge`: when note retrieval matters and you want search-backed help |
| 77 | +- `KOS2 Agent`: when the request involves note work plus tools plus a small workflow |
| 78 | +- `Projects`: inherited workspace isolation when you need separated chat state |
185 | 79 |
|
186 | 80 | ## Related |
187 | 81 |
|
188 | | -- [Copilot Plus and Self-Host](copilot-plus-and-self-host.md) — Licensing and memory |
189 | | -- [Vault Search and Indexing](vault-search-and-indexing.md) — How vault search works |
190 | | -- [Context and Mentions](context-and-mentions.md) — @-mention triggers for tools |
| 82 | +- [Getting Started](getting-started.md) |
| 83 | +- [KOS Philosophy](kos-philosophy.md) |
| 84 | +- [Vault Search and Indexing](vault-search-and-indexing.md) |
| 85 | +- [Custom Commands](custom-commands.md) |
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