logancyang_obsidian-copilot/docs/context-and-mentions.md
Logan Yang d7d54d2a34
docs: add user-facing documentation (#2254)
* docs: add user-facing documentation (closes #2253)

- 13 docs covering all major features: getting started, chat interface,
  LLM providers, models/parameters, context/mentions, custom commands,
  vault search/indexing, agent mode/tools, projects, system prompts,
  Copilot Plus/self-host, troubleshooting/FAQ, and index
- Written for non-technical Obsidian users
- Each doc is standalone with cross-references to related docs
- All values verified against source code (defaults, model names, etc.)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: improve user docs with website reference material

- getting-started: add glossary (LLM, API, Token, Context Window,
  Embeddings, RAG, Vector Store) and API key billing note
- chat-interface: add user/AI message buttons (edit, copy, delete,
  insert/replace at cursor, regenerate), [[Note Title]] inline reference
  syntax, Relevant Notes feature, manual Save Chat button, and
  auto-compact user experience note
- context-and-mentions: add PDF context (+ Add context button) and
  image context (drag/drop or image button) methods
- custom-commands: fix placeholder syntax ({} not {selected text}),
  add {FolderPath} variable, note tags must be in note properties,
  add richer example prompts
- llm-providers: add LM Studio CORS requirement, 3rd-party CORS warning
- vault-search-and-indexing: add cost estimation tip (Count total
  tokens command), RangeError/partitioning note, tag property note
- agent-mode-and-tools: add Revert option, note @composer works in
  both Plus and Projects modes
- projects: add 50+ file type support detail
- copilot-plus-and-self-host: add dashboard URL
- troubleshooting-and-faq: add first-steps section, RangeError fix,
  response cut-off fix, notes-not-found checklist, note referencing
  FAQ, English response FAQ, image/PDF FAQ, privacy note

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: remove UI_RENDERING_PERFORMANCE.md from docs (already in designdocs)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: add doc maintenance rule to CLAUDE.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: fix custom command variable syntax and project deletion claim

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: clarify 16 built-in providers + unlimited OpenAI-compatible models

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: fix semantic search default and partitioning claims

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: fix self-host status and remaining partitioning claim

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: fix self-host setup steps, tool count, and memory tool availability

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

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Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-03 17:39:00 -08:00

4.8 KiB

Context and Mentions

Copilot uses context to give the AI information about your notes, selected text, web content, and more. You can control exactly what context the AI sees using automatic context, @-mentions, and manual commands.


Automatic Context

Active Note

By default, the content of your currently open note is automatically included in every message you send. This means you can ask things like:

  • "Summarize this note"
  • "What are the action items here?"
  • "Add a conclusion section"

To disable automatic note context: Settings → Copilot → Basic → Auto-add active note to context (toggle off).

Active Web Tab (Desktop Only)

If you have the Copilot Web Viewer open alongside your notes, the content of the currently active web tab is automatically included as context (labeled {activeWebTab}). This lets you ask the AI to help you work with web content.

Selected Text

If you highlight text in a note and then type in the chat, the selected text is automatically included as context. This is useful for asking about or transforming a specific part of a note.

You can enable/disable automatic selection adding in Settings → Copilot → Basic → Auto-add selection to context.

Images in Markdown

If your note contains images (e.g., ![[screenshot.png]]), and you're using a model with Vision capability, those images are automatically included in the context. Copilot will pass the image data to the AI so it can see and describe the image.

To control this behavior: Settings → Copilot → Basic → Pass markdown images to AI.


@-Mentions

Type @ in the chat input to mention and include specific items as context.

@note — Include a Specific Note

Type @ followed by the note title to add a note to context:

@My Meeting Notes tell me what was decided in this meeting

The note's full content is included in the request.

@folder — Include a Folder of Notes

Type @ followed by a folder name to include all notes in that folder:

@Projects/ what tasks are still open?

@tags — Include Notes by Tag

Use # after @ to include all notes with a specific tag:

@#work/project summarize the status of the work project

@URL — Include a Web Page

Paste a URL or type @https://... to fetch and include a web page's content:

@https://example.com/article summarize this article

URL processing requires Copilot Plus. YouTube URLs are handled specially — Copilot will fetch the video transcript automatically.

Tool Mentions

These special @-mentions explicitly trigger tools in Copilot Plus mode:

Mention What it does
@vault Search your vault notes for relevant information
@websearch or @web Search the internet
@composer Create or edit a note
@memory Access or update your memory

Example:

@vault what did I write about machine learning last month?
@websearch what are the latest changes to the Python packaging ecosystem?

Adding Context Manually

Add Selection to Chat Context

Use the command palette: Add selection to chat context

Highlights the selected text and adds it to the chat as context without sending a message. Useful when you want to build up context before sending.

Add Web Selection to Chat Context

Use the command palette: Add web selection to chat context

Works similarly but captures selected text from the Web Viewer. Available on desktop only.

Adding a PDF as Context (Copilot Plus)

Click the + Add context button above the chat input to attach a PDF file. The PDF is converted to text and included as context for your message.

Adding an Image as Context

Drag an image directly into the chat input box, or click the image button in the bottom-right corner of the chat input. The image is sent to the AI if your selected model supports Vision capability.


Context Indicators

When context items are added to your message, Copilot shows small pills or badges in the chat input area showing what's included (e.g., the note name, a URL, a tag). This helps you confirm exactly what the AI will see.


Context Behavior by Mode

Context Type Chat Vault QA Copilot Plus
Active note Yes (auto) Yes (auto) Yes (auto)
Selected text Yes (auto) Yes (auto) Yes (auto)
@note / @folder Yes Yes Yes
@URL processing Copilot Plus only Copilot Plus only Yes
@vault search Yes (explicit) Auto Auto
@websearch No No Yes
Images (vision) Yes Yes Yes
Active web tab Desktop only Desktop only Desktop only