Search Company Knowledge

Search Company Knowledge

Overview

Search across siloed company knowledge systems (Confluence, Jira, internal documentation) to find comprehensive answers to questions about internal concepts, systems, and terminology. This skill performs parallel searches across multiple sources and synthesizes results with proper citations.

When to Use

Use this skill when users ask about internal company knowledge that might be documented in Confluence pages, Jira tickets, or internal documentation.

Trigger keywords:

• find information, search company knowledge, look up, what is, explain
• company docs, internal documentation, Confluence search, Jira search
• our documentation, internal knowledge, knowledge base, search for, tell me about
• company systems, terminology, find everything about, what do we know about
• deployment, authentication, infrastructure, processes, procedures
• how to, how does, our systems, our processes, internal systems
• technical documentation, engineering docs, architecture, configuration
• search our docs, search internal docs, find in our docs

When NOT to Use

This skill is for internal company knowledge only. Do NOT use for:

• General technology questions (use training knowledge)
• External documentation (use web_search)
• Company-agnostic questions
• Questions about other companies
• Current events or news

Prerequisites

• Access to Atlassian tools via the agent's tool integration
• A valid cloudId for the Atlassian instance
• Appropriate permissions to view target Confluence spaces and Jira projects

Procedure

Follow this 5-step process to provide comprehensive, well-cited answers.

Step 1: Identify Search Query

Extract the core search terms from the user's question.

Examples:

• User: "Find everything about Stratus minions" → Search: Stratus minions
• User: "What do we know about the billing system?" → Search: billing system
• User: "Explain our deployment process" → Search: deployment process

Consider:

• Main topic or concept
• Any specific system/component names
• Technical terms or jargon

Step 2: Execute Parallel Search

Search across all available knowledge sources simultaneously for comprehensive coverage.

Option A: Cross-System Search (Recommended First)

Use the search tool (Rovo Search) to search across Confluence and Jira at once:

search(
  cloudId="...",
  query="[extracted search terms]"
)

When to use:

• Default approach for most queries
• When you don't know which system has the information
• Fastest way to get results from multiple sources

Example:

search(
  cloudId="...",
  query="Stratus minions"
)

This returns results from both Confluence pages and Jira issues.

Option B: Targeted Confluence Search

Use searchConfluenceUsingCql when specifically searching Confluence:

searchConfluenceUsingCql(
  cloudId="...",
  cql="text ~ 'search terms' OR title ~ 'search terms'"
)

When to use:

• User specifically mentions "in Confluence" or "in our docs"
• Cross-system search returns too many Jira results
• Looking for documentation rather than tickets

Example CQL patterns:

text ~ "Stratus minions"
text ~ "authentication" AND type = page
title ~ "deployment guide"

Option C: Targeted Jira Search

Use searchJiraIssuesUsingJql when specifically searching Jira:

searchJiraIssuesUsingJql(
  cloudId="...",
  jql="text ~ 'search terms' OR summary ~ 'search terms'"
)

When to use:

• User mentions "tickets", "issues", or "bugs"
• Looking for historical problems or implementation details
• Cross-system search returns mostly documentation

Example JQL patterns:

text ~ "Stratus minions"
summary ~ "authentication" AND type = Bug
text ~ "deployment" AND created >= -90d

Search Strategy

For most queries, use this sequence:

1. Start with search (cross-system) — always try this first
2. If results are unclear, follow up with targeted searches
3. If results mention specific pages/tickets, fetch them for details

Step 3: Fetch Detailed Content

After identifying relevant sources, fetch full content for comprehensive answers.

For Confluence Pages

When search results reference Confluence pages:

getConfluencePage(
  cloudId="...",
  pageId="[page ID from search results]",
  contentFormat="markdown"
)

Returns: Full page content in Markdown format.

When to fetch:

• Search result snippet is too brief
• Need complete context
• Page seems to be the primary documentation

For Jira Issues

When search results reference Jira issues:

getJiraIssue(
  cloudId="...",
  issueIdOrKey="PROJ-123"
)

Returns: Full issue details including description, comments, status.

When to fetch:

• Need to understand a reported bug or issue
• Search result doesn't show full context
• Issue contains important implementation notes

Prioritization

Fetch in this order:

1. Official documentation pages (Confluence pages with "guide", "documentation", "overview" in title)
2. Recent/relevant issues (Jira tickets that are relevant and recent)
3. Additional context (related pages mentioned in initial results)

Don't fetch everything — be selective based on relevance to user's question.

Step 4: Synthesize Results

Combine information from multiple sources into a coherent answer.

Synthesis Guidelines

Structure your answer:

1. Direct Answer First — Start with a clear, concise answer to the question
2. Detailed Explanation — Provide comprehensive details from all sources, organized by topic, not by source
3. Source Attribution — Note where each piece of information comes from (format: "According to [source], ...")
4. Highlight Discrepancies — If sources conflict, note it explicitly
5. Provide Context — Mention if information is outdated, deprecated, or in development

Synthesis Patterns

Pattern 1: Multiple sources agree

Stratus minions are background worker processes that handle async tasks.

According to the Confluence documentation, they process jobs from the queue and
can be scaled horizontally. This is confirmed by several Jira tickets (PROJ-145,
PROJ-203) which discuss minion configuration and scaling strategies.

Pattern 2: Sources provide different aspects

The billing system has two main components:

**Payment Processing** (from Confluence "Billing Architecture" page)
- Handles credit card transactions
- Integrates with Stripe API
- Runs nightly reconciliation

**Invoice Generation** (from Jira PROJ-189)
- Creates monthly invoices
- Note: Currently has a bug where tax calculation fails for EU customers
- Fix planned for Q1 2024

Pattern 3: Conflicting information

There is conflicting information about the authentication timeout:

- **Official Documentation** (Confluence) states: 30-minute session timeout
- **Implementation Reality** (Jira PROJ-456, filed Oct 2023): Actual timeout is
  15 minutes due to load balancer configuration
- **Status:** Engineering team aware, fix planned but no timeline yet

Current behavior: Expect 15-minute timeout despite docs saying 30 minutes.

Pattern 4: Incomplete information

Based on available documentation:

[What we know about deployment process from Confluence and Jira]

However, I couldn't find information about:
- Rollback procedures
- Database migration handling

You may want to check with the DevOps team or search for additional documentation.

Step 5: Provide Citations

Always include links to source materials so users can explore further.

For Confluence pages:

**Source:** [Page Title](https://yoursite.atlassian.net/wiki/spaces/SPACE/pages/123456)

For Jira issues:

**Related Tickets:**
- [PROJ-123](https://yoursite.atlassian.net/browse/PROJ-123) - Brief description
- [PROJ-456](https://yoursite.atlassian.net/browse/PROJ-456) - Brief description

Complete citation section:

## Sources

**Confluence Documentation:**
- [Stratus Architecture Guide](https://yoursite.atlassian.net/wiki/spaces/DOCS/pages/12345)
- [Minion Configuration](https://yoursite.atlassian.net/wiki/spaces/DEVOPS/pages/67890)

**Jira Issues:**
- [PROJ-145](https://yoursite.atlassian.net/browse/PROJ-145) - Minion scaling implementation
- [PROJ-203](https://yoursite.atlassian.net/browse/PROJ-203) - Performance optimization

**Additional Resources:**
- [Internal architecture doc link if found]

Examples

Example 1: Clear Documentation Available

User: "What are Stratus minions?"

Process:

1. Search: search(cloudId="...", query="Stratus minions")
2. Find: Confluence page "Stratus Architecture" + 3 Jira tickets
3. Fetch: Get full Confluence page content
4. Synthesize: Combine architectural overview with implementation details from tickets
5. Cite: Provide links to all sources

Answer:

Stratus minions are background worker processes that handle asynchronous task
processing in the Stratus system.

**Key Characteristics:**
- Run independently from web servers
- Process jobs from a Redis queue
- Can be scaled horizontally for increased throughput
- Handle tasks like email sending, report generation, and data processing

**Architecture:**
According to the Stratus Architecture documentation, minions follow a
worker-queue pattern where:
1. Web application enqueues tasks
2. Minions poll the queue for work
3. Tasks are processed asynchronously
4. Results are stored in the database

**Implementation Notes:**
From Jira ticket PROJ-203, the current deployment runs 5 minion instances,
with plans to scale to 10 for handling increased load.

## Sources
- [Stratus Architecture Guide](link)
- [PROJ-203](link) - Minion scaling implementation

Example 2: Conflicting Information

User: "How long is our session timeout?"

Process:

1. Search across Confluence and Jira
2. Find: Docs say 30 min, but ticket reports actual timeout is 15 min
3. Fetch both sources for complete context
4. Clearly note the discrepancy

Answer:

There is a discrepancy between documented and actual behavior:

**Official Documentation** (Security Guidelines):
Session timeout is configured for 30 minutes of inactivity.

**Actual Behavior** (PROJ-456, reported Oct 2023):
Users are being logged out after 15 minutes due to a load balancer configuration
that overrides the application setting.

**Current Status:**
The engineering team is aware of this issue. The load balancer timeout needs to
be adjusted to match the application setting. No fix timeline has been set.

**Recommendation:** Plan for 15-minute timeout until this is resolved.

## Sources
- [Security Guidelines](link) - Official documentation
- [PROJ-456](link) - Timeout discrepancy bug report

Example 3: Partial Information

User: "Explain our deployment process"

Process:

1. Search finds some information but not complete
2. Synthesize what is available
3. Note gaps in documentation

Answer:

Based on available documentation, here's what I found about the deployment process:

**Build Phase** (from Confluence "CI/CD Guide"):
1. Code pushed to main branch triggers GitHub Actions
2. Automated tests run (unit, integration)
3. Docker image built and pushed to registry

**Deployment Phase** (from Jira PROJ-789):
4. Staging deployment happens automatically
5. Manual approval required for production
6. Blue-green deployment strategy used

**Gaps in Documentation:**
I couldn't find documented information about:
- Rollback procedures
- Database migration handling
- Post-deployment verification steps

These details may exist in tribal knowledge or need to be documented.

## Sources
- [CI/CD Guide](link)
- [PROJ-789](link) - Deployment pipeline implementation

Would you like me to search for more specific aspects of deployment?

Pitfalls

Search Term Quality

Do:

• Use specific technical terms: OAuth authentication flow
• Include system names: Stratus minions
• Use acronyms if they're common: API rate limiting
• Try variations if first search fails: deploy process → deployment pipeline

Don't:

• Be too generic: how things work
• Use full sentences — use key terms instead
• Include filler words: the, our, about

Search Result Quality Issues

Questionable results to watch for:

• Very old tickets (> 2 years, may be outdated)
• Duplicate or conflicting information
• Draft pages or work-in-progress docs
• Personal pages (may not be official)

Common Scenarios

No results found:

I searched across Confluence and Jira but couldn't find information about "[topic]".

This could mean:
- The concept hasn't been documented yet
- It might be called something else (can you provide alternative names?)
- Documentation might be in a different system I don't have access to

Would you like me to:
1. Try searching with different terms?
2. Search for related concepts?
3. Look for mentions in recent Jira tickets?

Too many results (50+):

• Focus on most recent and most relevant (top 10-15)
• Prioritize official documentation over random tickets
• Group similar results: "I found 15 tickets related to authentication bugs..."
• Offer to narrow search: "Would you like me to focus on [specific aspect]?"

Ambiguous query:

I found information about several topics related to "[term]":
1. [Topic A] - from Confluence page X
2. [Topic B] - from Jira tickets Y, Z
3. [Topic C] - from documentation W

Which aspect are you most interested in?

Outdated information:

I found documentation about [topic], but note that it's from [date] and may be outdated.

[Provide the information anyway]

You may want to verify this is still current, especially if it's from more than
a year ago.

Restricted/private content:

Search results mention [topic] in the following locations, but I don't have
access to view the full content:
- Confluence page: [title] (Space: [SPACE])
- Jira issue: PROJ-123

You may need to access these directly or check your permissions.

Critical Mistakes to Avoid

• Assuming general knowledge applies to this company — always search first
• Making up information if search returns nothing
• Ignoring conflicting information between sources
• Quoting entire documents instead of summarizing
• Overwhelming with too many sources — curate top 5-10
• Forgetting to fetch details when snippets are insufficient

Verification

After completing a search and synthesis, verify the quality of your answer:

1. Check citations: Every factual claim should have a source link
2. Check completeness: Did you fetch full content for the most relevant results?
3. Check for conflicts: Did you note any discrepancies between sources?
4. Check freshness: Note if key sources are more than 1 year old
5. Check gaps: Explicitly mention what you could NOT find

Quick Reference:

Related skills

• web-search — For external documentation and general technology questions
• read-confluence-page — For direct page retrieval when you already know the page ID