Projects Mode

Projects Mode

Projects Mode allows you to create focused AI assistants for specific notes and tasks by predefining the context. This feature uses cache-augmented generation, giving the AI full access to the long context, enabling it to handle more complex questions and understand different document types. You can include various file types.

• Expanded file support:
  • Documents (📄): pdf, doc, docx, ppt, pptx, epub, txt, rtf, and many more
  • Images (🖼️): jpg, png, svg, gif, bmp, webp, tiff
  • Spreadsheets (📊): xlsx, xls, csv, numbers
• Each project keeps its own chat history, which you can save, load, and access as normal.
• Default AI models gpt-4.1-mini and gemini-2.5-flash for performance and cost-efficiency.

Easy Guide to Use Projects Mode

1. Go to Projects Mode above your chat.

2. Click Create button to initiate a project.

3. Set up your project including

• General Project Information
  • Provide your project name and a short project description for documentation purpose.

• AI Model Configuration
  • See Copilot Settings for more details.

• Context sources
  • Tell Copilot to exclude files or include files by tag, folder, or files. Click Manage Context

• Note: Tags should be in the properties of notes, not inline tags.

• Enrich the project context by multiple YouTube or URLs.

• Click Save. Start chatting in your project workspace.
  • Tip: You can edit, chat, or delete your project.