Files
openclaw/docs/concepts/memory-search.md
Peter Steinberger 5922dd4380 fix(memory): fall back to keyword search when embeddings cannot start (#115397)
* fix(memory): degrade bootstrap failures to keyword search

* docs(memory): clarify recovery status projection

* fix(memory): handle bootstrap embedding failures

* fix(memory): trust resolved provider diagnostics

* fix(memory): keep degraded syncs keyword-only

* fix(memory): confirm embedding recovery before semantic mode

* fix(memory): restore semantic readiness after recovery
2026-07-28 21:01:44 -04:00

207 lines
8.8 KiB
Markdown
Raw Permalink Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
---
summary: "How memory search finds relevant notes using embeddings and hybrid retrieval"
title: "Memory search"
read_when:
- You want to understand how memory_search works
- You want to choose an embedding provider
- You want to tune search quality
---
`memory_search` finds relevant notes from your memory files, even when the
wording differs from the original text. It chunks memory into small pieces and
searches them with embeddings, keywords, or both.
## Quick start
OpenClaw uses OpenAI embeddings by default. To use another provider, set it
explicitly:
```json5
{
memory: {
search: {
provider: "openai", // or "gemini", "voyage", "mistral", "bedrock", "local", "ollama", "lmstudio", "github-copilot", "openai-compatible"
},
},
}
```
`provider` can also reference a custom `models.providers.<id>` entry (for
example `ollama-5080`), as long as that entry sets `api` to `"ollama"` or
another provider id with a memory embedding adapter.
For local embeddings with no API key, install the official llama.cpp provider
plugin and set `provider: "local"`:
```bash
openclaw plugins install @openclaw/llama-cpp-provider
```
Source checkouts still need native build approval: `pnpm approve-builds`, then
`pnpm rebuild node-llama-cpp`.
Some OpenAI-compatible embedding endpoints require asymmetric `input_type`
labels, such as `"query"` for searches and `"document"`/`"passage"` for indexed
chunks. Set these with `queryInputType` and `documentInputType`; see
[Memory configuration reference](/reference/memory-config#provider-specific-config).
## Supported providers
| Provider | ID | Needs API key | Notes |
| ----------------- | ------------------- | ------------- | --------------------------------- |
| Bedrock | `bedrock` | No | Uses the AWS credential chain |
| DeepInfra | `deepinfra` | Yes | Default model `BAAI/bge-m3` |
| Gemini | `gemini` | Yes | Supports image/audio indexing |
| GitHub Copilot | `github-copilot` | No | Uses your Copilot subscription |
| Local | `local` | No | GGUF model, ~0.6 GB auto-download |
| LM Studio | `lmstudio` | No | Local/self-hosted server |
| Mistral | `mistral` | Yes | |
| Ollama | `ollama` | No | Local/self-hosted server |
| OpenAI | `openai` | Yes | Default |
| OpenAI-compatible | `openai-compatible` | Usually | Generic `/v1/embeddings` endpoint |
| Voyage | `voyage` | Yes | |
## How search works
OpenClaw runs two retrieval paths in parallel and merges the results:
```mermaid
flowchart LR
Q["Query"] --> E["Embedding"]
Q --> T["Tokenize"]
E --> VS["Vector search"]
T --> BM["BM25 search"]
VS --> M["Weighted merge"]
BM --> M
M --> R["Top results"]
```
- **Vector search** matches similar meaning ("gateway host" matches "the
machine running OpenClaw").
- **BM25 keyword search** matches exact terms (IDs, error strings, config
keys).
- **Filename search** indexes paths separately from note bodies. Exact full
paths, basenames, and filename stems rank ahead of partial path matches,
while snippets and body keyword scores still come from note content.
If only one path is available, the other runs alone.
The builtin engine then applies deterministic ranking:
```text
hybrid relevance × recency decay × importance multiplier
```
Importance is scored once when an entry is written by a memory workflow that
already has a model in the loop. Missing importance is neutral, so existing
indexes keep their previous relevance signal. Dated daily notes decay with a
30-day half-life; curated files such as `MEMORY.md` and `USER.md` are evergreen.
This follows the relevance, recency, and importance result in
[Generative Agents (arXiv:2304.03442)](https://arxiv.org/abs/2304.03442) without
adding a query-time model call.
## Deterministic trigger recall
On eligible interactive turns, the builtin engine also compares the inbound
message with short trigger phrases stored on indexed entries. Strong matches
can add up to three compact entries to hidden context before the reply. The
prefilter uses the existing keyword and vector retrieval paths and does not run
a recall model.
Automatic injection is deliberately narrower than `memory_search`: only
promoted, trusted entries qualify. Until indexed provenance is available, that
means entries from root `MEMORY.md` and `USER.md` only. Daily notes, imported
transcripts, and session transcripts remain available through explicit memory
tools or Active Memory escalation, but are never injected automatically.
**FTS-only mode.** Set `provider: "none"` to intentionally disable embeddings
and search with keywords only. Leaving `provider` unset or set to `"auto"`
falls back to keyword-only ranking when embedding setup or a request fails, as
does `provider: "local"` (the GGUF/llama.cpp provider). Creation-time fallback
still indexes text for keyword search, and `memory_search` includes the
redacted embedding-bootstrap reason in `debug.embeddingBootstrap` even when
there are no matches.
**Explicit provider unavailable.** If you name any other provider explicitly
(for example `openai`, `ollama`, `gemini`) and it becomes unavailable at
request time (bad auth, network failure), `memory_search` reports memory as
unavailable instead of silently degrading to FTS-only results. This keeps a
broken configured provider visible. Set `provider: "none"` for deliberate
FTS-only recall, or fix the provider/auth configuration to restore semantic
ranking.
## Improving search quality
Two optional features help with a large note history.
### Recency decay
Old notes gradually lose ranking weight so recent information surfaces first.
With the default 30-day half-life, a note from last month scores at 50% of its
original weight. `MEMORY.md` and other non-dated files under `memory/` are
evergreen and never decayed; only dated `memory/YYYY-MM-DD.md` files decay.
### MMR (diversity)
Reduces redundant results. If five notes all mention the same router config,
MMR ensures the top results cover different topics instead of repeating.
<Tip>
Enable this if `memory_search` keeps returning near-duplicate snippets from
different daily notes.
</Tip>
## Multimodal memory
With `gemini-embedding-2-preview`, you can index images and audio alongside
Markdown. This only applies to files under `memory.search.extraPaths`; default
memory roots (`MEMORY.md`, `memory/*.md`) stay Markdown-only. Search queries
remain text, but they match against visual and audio content. See
[Memory configuration reference](/reference/memory-config#multimodal-memory-gemini)
for setup.
## Session memory search
For exact full-text recall from session transcripts, use [`sessions_search`](/concepts/session-search)
and then open a result with `sessions_history`. Session-memory search remains the semantic,
experimental complement.
Optionally index session transcripts so `memory_search` can recall earlier
conversations. This is opt-in: set `experimental.sessionMemory: true` and add
`"sessions"` to `sources` (default `sources` is `["memory"]`).
Session hits obey `tools.sessions.visibility`: the default `"tree"` exposes the
current session, sessions it spawned, and same-agent group sessions watched
through ambient group awareness. With `session.dmScope: "main"`, a multi-user
DM setup shares that main session, so users routed there can recall content
from its watched groups. Use a per-peer `dmScope` for DM isolation, or set
visibility to `"self"` to opt out of ambient watched-session reads. Other
unrelated same-agent sessions still require `"agent"` visibility.
When using the QMD backend, also set `memory.qmd.sessions.enabled: true` so
transcripts get exported into the QMD collection; `experimental.sessionMemory`
and `sources` alone do not export transcripts into QMD. See
[configuration reference](/reference/memory-config#session-memory-search-experimental).
## Troubleshooting
**No results?** Run `openclaw memory status` to check the index. If empty, run
`openclaw memory index --force`.
**Only keyword matches?** Your embedding provider may not be configured. Check
`openclaw memory status --deep`.
**Local embeddings time out?** `ollama`, `lmstudio`, and `local` use longer
provider-owned batch deadlines. Check provider health and rerun
`openclaw memory index --force`.
**CJK text not found?** Rebuild the FTS index with
`openclaw memory index --force`.
## Related
- [Memory overview](/concepts/memory)
- [Active memory](/concepts/active-memory)
- [Builtin memory engine](/concepts/memory-builtin)
- [Memory configuration reference](/reference/memory-config)