Individual skill

orchardcore-ai-documents

Skill for CrestApps AI Documents in Orchard Core 4.0 (CrestApps.OrchardCore 3.0). Covers document upload, text and figure extraction, chunking, embedding and RAG for chat interactions, AI profiles, profile templates, chat sessions and widgets, the AI Documents index with its embedding deployment, InteractionDocumentSettings and DocumentsMetadata, Chunk and Hierarchical retrieval, the largest indexable document, figure descriptions with the vision slot, upload scanning through Orchard Core FileCreationService and ClamAV, file storage, document cleanup, the PowerPoint, Word and PDF agents, and IAIChatDocumentEventHandler. Use it for CrestApps.OrchardCore.AI.Documents, CrestApps.OrchardCore.AI.Documents.ChatInteractions, CrestApps.OrchardCore.AI.Documents.Profiles, CrestApps.OrchardCore.AI.Documents.ChatSessions, IAIDocumentStore, IDocumentFileStore, IVectorSearchService, IUploadedFileScanner, OrchardUploadedFileScanner, and AIProfileSessionDocumentsMetadata.

plugins/crestapps-orchardcore/skills/orchardcore-ai-documents/SKILL.md

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Oct 21, 2026
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# Orchard Core AI Documents

## Configure document upload and RAG

You are an Orchard Core expert. Generate configuration, recipes, and code that let users and administrators attach documents to CrestApps AI chat surfaces, and let the model retrieve from them.

### Guidelines

- The base feature `CrestApps.OrchardCore.AI.Documents` is `EnabledByDependencyOnly`. It depends on `CrestApps.OrchardCore.AI.Chat.Interactions` and `OrchardCore.Indexing`, and comes along with any of the sub-features below.
- Embeddable documents follow upload, scan, extract, chunk, embed, index, and vector search. Tabular files (`.csv`, `.tsv`, `.xlsx`, `.xls`) are non-embeddable; they are loaded into the conversation's tabular workspace instead.
- Indexing needs an **AI Documents** index profile from `CrestApps.OrchardCore.AI.Documents.Elasticsearch` or `CrestApps.OrchardCore.AI.Documents.AzureAI` (see `orchardcore-ai-documents-elasticsearch` and `orchardcore-ai-documents-azureai`).
- The AI Documents index names its embedding deployment. The picker lists deployments in the `embedding` slot, so the deployment must declare `textEmbedding`. It is locked once the index exists.
- Pick the active index once. Changing it later loses access to documents of existing sessions.
- PDF and Office formats need the extractor features (see `orchardcore-ai-documents-extractors`). Azure Blob Storage is optional (see `orchardcore-ai-documents-azure-storage`).