search_org_knowledge
Semantic + lexical hybrid search across this org's indexed content: projects, tasks, risks, goals, comments, wiki pages, and (for callers who can open Clients in Onplana Services) the client records: companies, contacts and deals, under the "clients" scope. Use this BEFORE listing or scanning when the user asks "find me…" / "what was the rationale for…" / "have we discussed…" - it's an O(1) lookup against the embedding index and returns ranked snippets with similarity scores. Pass scope: "all" (default) for cross-cutting queries, or narrow to one type (projects, tasks, risks, goals, comments, wiki) when the user is clearly asking about that surface. Returns up to 20 ranked matches with similarity scores. Cosine similarity ranges 0–1; >0.7 is a strong match, 0.45–0.7 is plausible, lower scores are weak hints (the hybrid pipeline keeps them when a lexical BM25 hit backs them up, but treat sub-0.45 results as low-confidence). The floor is admin-tunable via the rag_min_similarity system config, so a deployed override can shift these bands. An empty matches array means either (a) no indexed content matched, or (b) the org hasn't populated its RAG index yet (Azure OpenAI embeddings unconfigured) - phrase your reply as "I didn't find anything matching that" rather than asserting confidently.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max results (default 6, max 20). | |
| query | Yes | Natural-language search query. 5–500 chars. | |
| scope | No | Narrow to one entity type or search all (default). Use "agentOutputs" to recall prior AI-agent deliverables. "clients" covers companies, contacts and deals and returns rows only for callers who can open Clients (Onplana Services, any member except a guest); "all" includes them for the same callers. |