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feat: Update built in roles and docs
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docs/chat-summarization.md
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# Chat Summarization
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Chat Summarization allows you to compress long conversations into concise AI-generated summaries. This helps save context tokens and makes it easier to continue work on complex topics without losing important information.
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## Overview
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When conversations grow long, they consume more context tokens with each message. Chat Summarization uses your configured Chat Assistant provider to create an intelligent summary that preserves:
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- Key decisions and conclusions
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- Technical details and code references
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- Important context for continuing the conversation
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**Key Features:**
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- **One-click compression**: Summarize directly from the chat toolbar
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- **Preserves original**: Creates a new chat file, keeping the original intact
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- **Smart summaries**: AI extracts the most relevant information
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- **Markdown formatted**: Summaries are well-structured and readable
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## Using Chat Summarization
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### Compressing a Chat
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1. Open any chat with conversation history
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2. Click the **Compress** button (📦) in the chat top bar
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3. Wait for the AI to generate the summary
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4. A new chat opens with the compressed summary
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### What Gets Preserved
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The summarization process:
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- Maintains chronological flow of the discussion
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- Keeps technical details, code snippets, and file references
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- Preserves key decisions and conclusions
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- Aims for 30-40% of the original conversation length
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### What Gets Filtered
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The following message types are excluded from summarization:
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- Tool call results (file reads, searches)
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- File edit blocks
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- Thinking/reasoning blocks
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## How It Works
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```
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┌─────────────────────────────────────────────────────────────┐
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│ CHAT SUMMARIZATION │
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├─────────────────────────────────────────────────────────────┤
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│ 1. Original chat messages are collected │
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│ 2. Tool/thinking messages are filtered out │
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│ 3. AI generates a structured summary │
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│ 4. New chat file is created with summary as first message │
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│ 5. Original chat remains unchanged │
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└─────────────────────────────────────────────────────────────┘
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```
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### File Naming
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Compressed chats are saved with a unique suffix:
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```
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original_chat.json → original_chat_a1b2c.json
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```
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Both files appear in your chat history, allowing you to switch between the full conversation and the summary.
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## Best Practices
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1. **Summarize at natural breakpoints**: Compress after completing a major task or topic
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2. **Review the summary**: Ensure important details were captured before continuing
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3. **Keep originals**: Don't delete original chats until you've verified the summary is sufficient
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4. **Use for long sessions**: Most beneficial for conversations with 20+ messages
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## When to Use
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**Good candidates for summarization:**
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- Long debugging sessions with resolved issues
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- Feature implementation discussions with final decisions
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- Research conversations where conclusions were reached
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- Any chat approaching context limits
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**Consider keeping full history for:**
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- Ongoing work that may need exact message references
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- Conversations with important code snippets you'll copy
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- Discussions where the reasoning process matters
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## Configuration
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Chat Summarization uses your current Chat Assistant settings:
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- **Provider**: Same as Chat Assistant (Settings → QodeAssist → General)
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- **Model**: Same as Chat Assistant
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- **Template**: Same as Chat Assistant
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No additional configuration is required.
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## Troubleshooting
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### Compression Button Not Visible
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- Ensure you have an active chat with messages
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- Check that the chat top bar is visible
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### Compression Fails
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- Verify your Chat Assistant provider is configured correctly
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- Check network connectivity
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- Ensure the model supports chat completions
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### Summary Missing Details
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- The AI aims for 30-40% compression; some details may be condensed
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- For critical information, keep the original chat
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- Consider summarizing smaller conversation segments
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## Related Documentation
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- [Agent Roles](agent-roles.md) - Switch between AI personas
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- [File Context](file-context.md) - Attach files to chat
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- [Project Rules](project-rules.md) - Customize AI behavior
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