Chat Mode

How to use chat mode.


Chat mode is Copilot’s simplest way to chat with your favorite AI models and get tasks done. You can switch between models anytime to fit your needs.

Easy Guide to Use Chat Mode

Here are the key features you can use to get the most out of Chat Mode:

  • Select model: You can select the model you want to chat with from the dropdown menu.
  • New chat: Clear the conversation history and start a new chat.
  • Save as note: Save the conversation as a markdown note in your designated folder, default is copilot-conversations folder.

To send a message to Copilot, simply type in the box and press Enter or click Chat icon. When the reply is coming through, the Send button will turn into a Stop button—click it if you want to pause the reply.

Chat Mode

Tips for Effective Use of Chat

Reference a specific note

You can also mention specific notes with [[Note Title]] in the input box, and Copilot will add the note content to your message in the background so that the LLM model can use it for context.

Chat Mode Mention

User message buttons

  • Enable copy, edit, and delete in the chat view. Note: If you edit your prompt, AI will response to your modified prompt.
User Message Buttons

AI message buttons

  • Enable insert / replace to note at cursor, copy, regenerate, delete.
AI Message Buttons

Copilot Commands

  • Copilot commands allow you to quickly perform pre-defined actions on the selected text within the editor, with the option to follow up in chat for in-depth editing based on that text. Refer to Copilot Commands for a full list available commands.
  • To trigger a Copilot command, simply highlight the desired text, then either select the command from the Copilot Command Palette or, if configured, right-click to choose it from the context menu or invoke it via slash command in the chat pane.
  • Configure Copilot Commands under Command tab in Copilot Settings. See more details in Copilot Settings

Once your common commands are configured, right-click on your selected text to perform in-line editing operations.

Copilot Command Right Click

Custom Prompts

  • Custom prompts allow you to customize actions you frequently perform in Obsidian.
  • To trigger custom prompts simply type / command in your chat or invoke the custom action on the highlighted text in the editor. Refer to the Custom Prompts section to learn about more advanced prompting features.
  • Configure custom prompts under Command tab in Copilot Settings. See mor details in Copilot Settings