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[Observability docs] Update the search connector index pattern setting docs #1770

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Merged
merged 9 commits into from
Jun 24, 2025
23 changes: 18 additions & 5 deletions solutions/observability/observability-ai-assistant.md
Original file line number Diff line number Diff line change
Expand Up @@ -130,12 +130,25 @@ To add external data to the knowledge base in {{kib}}:

[Search connectors](elasticsearch://reference/search-connectors/index.md) index content from external sources like GitHub, Confluence, Google Drive, Jira, S3, Teams, and Slack to improve the AI Assistant's responses.

**Requirements and limitations:**
- For stack 9.0.0+ or {{serverless-short}}, connectors must be [self-managed](elasticsearch://reference/search-connectors/self-managed-connectors.md)
- Manage connectors through the Search Solution in {{kib}} (pre-9.0) or via the [Connector APIs](https://www.elastic.co/docs/api/doc/elasticsearch/group/endpoint-connector)
- By default, the AI Assistant queries all search connector indices. To customize which data sources are included in the knowledge base, adjust the **Search connector index pattern** setting on the [AI Assistant Settings](#obs-ai-settings) page.
#### Requirements and limitations

**Setup process:**
- For {{stack}} 9.0.0+ or {{serverless-short}}, connectors must be [self-managed](elasticsearch://reference/search-connectors/self-managed-connectors.md).
- Manage connectors through the Search Solution in {{kib}} (pre-9.0.0) or with the [Connector APIs](https://www.elastic.co/docs/api/doc/elasticsearch/group/endpoint-connector).

#### Knowledge base data sources
By default, the AI Assistant queries all search connector indices. To customize which indices are used in the knowledge base, set the **Search connector index pattern** setting on the [AI Assistant Settings](#obs-ai-settings) page.

:::{note}
You're not limited to search connector indices in the **Search connector index pattern setting**. You can specify any index pattern.
:::

##### Space awareness
The **Search connector index pattern** setting is [space](../../deploy-manage/manage-spaces.md) aware. This means you can assign different values for different spaces. For example, a "Developers" space may include an index pattern like `github-*,jira*`, while an "HR" space may include an index pattern like `employees-*`.

##### Custom index field name requirements
Field names in custom indices have no specific requirements. Any `semantic_text` field is automatically queried. Documents matching the index pattern are sent to the LLM in full, including all fields. It's not currently possible to include or exclude specific fields.

#### Setup process:

1. **Create a connector**

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