Improve with drafts
Once documents have been ingested, changing the ontology can leave them out of step. The Improve page lets you describe a change to an AI assistant, review exactly what will change, and only then apply it. It is for Owners and Admins.
Draft mode and live editing
Your organisation edits the ontology in one of two ways. The Improve page shows which one applies as a chip in the top bar.
| Chip | What it means |
|---|---|
| Draft Mode (with a Beta tag) | "Edits are collected in a draft and take effect only after review and approval." |
| Live Editing | "This organisation has no ingested documents yet, so edits apply to the ontology immediately — there is no draft to review, approve, or undo." |
Draft mode is a setting for your organisation, shown with a Beta tag. When it is off but you already have ingested documents, a risky edit (delete, rename, move or type change) is applied to the live ontology after a confirmation, Edit live ontology with documents. Documents are not re-processed automatically.
In the main editor, a banner tells you when a draft is open: Draft mode, or Draft awaiting approval (editing is locked while the draft is pending approval).
Open the Improve page
In the Editor, select Improve. If a draft already exists the button reads Review draft edits. The button is disabled while the ontology is empty.
The page has three areas:
- Node Tree (or Live Ontology in live editing) on the left. A Graph button switches to a graph of the draft.
- A chat with the Ontology Architect in the centre.
- Live Diff on the right (draft mode only), with chips such as "Node added" or "Property updated". Select View Change Log to open the full log.
Make a change
Ask the Ontology Architect
Type in "Ask the Ontology Architect to modify the ontology…". For example, ask it to add a property or restructure a node. The tree and Live Diff update as it works.
Review the differences
Check each change. Use the chips to filter by kind of change. In View Change Log, each entry can show Before and After. Roll back to here discards every change after that step.
Approve
When you are happy, select Approve in the top bar. SynkVault submits the draft for approval.
Choose how to treat existing documents
If the change affects ingested documents, This change affects ingested documents appears. Choose Re-ingest affected documents to reprocess them against the new ontology, or Apply to new documents only to leave them as they are. Select Confirm, or Back to Editing to go back.
Check the summary
The Pre-Commit Diff Summary lists node additions, deletions, modifications and moves, and property changes, with the number of documents affected. Select Approve & Build, or Back to Editing.
Confirm the migration plan
SynkVault then prepares a Migration Plan: the steps needed to bring existing data in line. Review it and select Confirm Plan & Execute.
Follow the progress
The Migration in Progress page lists each step with its status (Pending, Running, Done, Failed or Skipped). If a step fails you can Retry it. You can also Skip a step. No edits are possible while it runs.
Abandon a draft
Select Abandon Draft and confirm to throw away all pending edits. The dialog says this cannot be undone. Choose Keep Editing to cancel.