logancyang_obsidian-copilot/docs/getting-started.md
Zero Liu 89823e1d03
feat(chat): power legacy chat from the model-management chat backend (#2556)
* feat(chat): power legacy chat from the model-management "chat" backend

Legacy chat, project chat, vault QA, quick command, and quick ask now
select models from the model-management "chat" backend
(backends.chat.enabledModels) instead of the legacy activeModels /
defaultModelKey. A new ConfiguredModel→CustomModel bridge feeds the
existing ChatModelManager (the stubbed v4 ChatModelFactory is untouched),
and a new "Quick Chat" curation section under the Agents settings tab
lets users choose which BYOK/Plus models appear in the chat picker.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* style(skills): apply prettier formatting to builtinSkills.test.ts

Collapse a multi-line expect() onto one line to satisfy the project's
prettier config (surfaced when running npm run format).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(chat): stabilize chat backend model selections

* fix(chat): address chat backend review regressions

* fix(chat): show legacy chat models in a flat list

Drop the per-provider _group on chat picker entries so the legacy chat
model picker renders a single flat list (provider icons inline, no
section headers), matching pre-migration behavior. Agent Mode keeps its
per-backend headers via its own helper.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(chat): remove dead per-model parameter editing

After the model-management chat migration, per-model parameter editing
is unreachable: the chat selection is now a configuredModelId UUID, so
the ChatSettingsPopover editor (gated on a legacy activeModels match)
never renders, and TokenLimitWarning's activeModels lookup always misses
and falls back to global settings. v4 agent mode no longer supports
per-model parameter editing.

- ChatSettingsPopover: drop the model-param plumbing (originalModel /
  bridgedModel / canEditModelParameters, local-model save/debounce,
  ModelParametersEditor); keep System Prompt + Disable Builtin controls.
- TokenLimitWarning: always open the global Copilot settings tab.
- Delete the now-orphaned ModelEditDialog and ModelParametersEditor.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(chat): drop dead legacy model-key fallback in streaming session

The streaming chat session's chain cache key fell back to name|provider
when configuredModelId was absent. Both callers (Quick Ask, custom-command
chat) now source their model from useResolvedChatBackendModel ->
configuredModelToCustomModel, which always stamps configuredModelId, so the
fallback was unreachable. Derive the key directly from configuredModelId;
a model without one is treated as no usable model via the existing guards.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(chat): remove test-only getLegacyChatModelKey helper

The singular getLegacyChatModelKey was exported but had no production
callers — only the barrel re-export and one test assertion referenced it.
Remove it (and its export + assertion); the load-bearing plural
getLegacyChatModelKeys, which powers legacy-key resolution in
isChatModelSelectionForEntry, is kept and now carries the rationale comment.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(model-management): dedupe catalog-id to provider map

Drop the duplicate CATALOG_ID_TO_LEGACY_PROVIDER table in chatModelSelection
and reuse the now-exported CATALOG_ID_TO_CHAT_PROVIDER from
configuredModelToCustomModel (extended with anthropic/google for the
legacy-key path). Single source of truth for catalog-id to ChatModelProviders.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-06 14:52:50 -07:00

6.6 KiB

Getting Started with Copilot for Obsidian

Copilot for Obsidian is an AI-powered plugin that brings large language models (LLMs) directly into your note-taking workflow. You can chat with AI, ask questions about your vault, run custom commands, search the web, and even have the AI edit your notes — all without leaving Obsidian.

What Can Copilot Do?

  • Chat: Have a conversation with an AI assistant
  • Vault Q&A: Ask questions and get answers grounded in your own notes
  • Note editing: Ask the AI to write or update your notes for you
  • Semantic search: Find notes by meaning, not just keywords
  • Custom commands: Run AI-powered prompts on selected text
  • Web search: Fetch and summarize information from the internet
  • Memory: Have the AI remember facts about you across conversations

Copilot supports 16+ AI providers including OpenAI, Anthropic, Google Gemini, Ollama (local), and more.


Installation

  1. Open Obsidian SettingsCommunity plugins
  2. Turn off Safe mode if prompted
  3. Click Browse and search for Copilot
  4. Click Install, then Enable

Copilot is now installed. A robot icon will appear in the left sidebar ribbon.


First-Time Setup

Step 1: Open Plugin Settings

Go to SettingsCopilot (scroll down to the Community Plugins section).

Step 2: Add an API Key

On the Basic tab, click Set Keys to open the API key dialog. Enter the key for your chosen provider:

Provider Where to get a key
OpenRouter (default) https://openrouter.ai/keys
OpenAI https://platform.openai.com/api-keys
Anthropic https://console.anthropic.com/settings/keys
Google Gemini https://makersuite.google.com/app/apikey

The default model is OpenRouter Gemini 2.5 Flash, which requires an OpenRouter API key. If you'd prefer a different provider, set up that key first, then change the default model.

Step 3: Choose a Default Model

Add a provider and its models on the Models (BYOK) tab, then choose which of those models appear in chat under Agents → Quick Chat models. On the Basic tab, use the Default Chat Model dropdown to select the model you want to use.

Step 4: Choose a Chat Mode

Use the Default Mode dropdown to set which mode opens by default:

  • Chat — General conversation, good for most tasks
  • Vault QA — Ask questions answered from your notes
  • Copilot Plus — Advanced mode with autonomous agent and tools (requires Copilot Plus license)
  • Projects — Focused workspaces (alpha feature)

Most users should start with Chat mode.


Opening the Chat Panel

You can open Copilot in several ways:

  • Click the robot icon in the left ribbon (sidebar)
  • Use the command palette: Ctrl/Cmd+POpen Copilot Chat Window
  • Use the hotkey Ctrl/Cmd+PToggle Copilot Chat Window to show/hide it

Sidebar vs. Editor Tab

By default, Copilot opens as a view (sidebar panel). You can change this in Settings → Copilot → Basic → Open chat in:

  • View — Opens in the sidebar, stays visible as you work
  • Editor — Opens as an editor tab, giving it more screen space

Your First Conversation

  1. Open the chat panel
  2. Type your message in the input box at the bottom
  3. Press Enter (or Shift+Enter if you changed the send shortcut) to send
  4. Watch the AI's response stream in real time
  5. Continue the conversation naturally

The AI will automatically include your currently open note as context, so you can say things like "summarize this note" or "what are the action items in this note?"


Keyboard Shortcuts

These are the default shortcuts. You can customize them in Obsidian SettingsHotkeys → search for "Copilot".

Action Default Shortcut
Open Copilot Chat Window (unbound — assign in Hotkeys)
Toggle Copilot Chat Window (unbound — assign in Hotkeys)
New Copilot Chat (unbound — assign in Hotkeys)
Quick Ask (floating input) (unbound — assign in Hotkeys)
Trigger Quick Command (unbound — assign in Hotkeys)
Add selection to chat context (unbound — assign in Hotkeys)

Send Shortcut

By default, Enter sends a message and Shift+Enter adds a new line. You can swap this in Settings → Copilot → Basic → Default Send Shortcut.



Glossary

LLM (Large Language Model) The AI "brain" behind Copilot — a model trained on vast text to understand and generate human language, powering chat, summarization, and writing assistance.

API (Application Programming Interface) A way for Copilot to communicate with external AI services. You provide an API key, which is like a password that lets Copilot use a provider's AI models on your behalf. Note: an OpenAI API key is different from a ChatGPT Plus subscription — you don't need ChatGPT Plus to use Copilot.

API Key A secret token from an AI provider that authorizes Copilot to make requests. Most providers require you to have a billing account with a positive balance.

Token A small unit of text (roughly ¾ of a word) that AI models process. Tokens measure how much text the AI can handle at once and relate to usage costs.

Context Window The amount of text the AI can consider at one time when generating a response. A larger context window means the AI can use more of your notes or conversation history.

Embeddings A method of converting text into numbers that capture meaning. Embeddings let the AI find notes that are conceptually related, even if they don't share exact words.

RAG (Retrieval-Augmented Generation) A technique that enhances AI responses by first searching for relevant notes, then generating an answer based on both your query and the retrieved content. This is how Vault QA works.

Vector Store / Index A database that stores your notes as mathematical vectors (embeddings) so they can be searched by meaning. Think of it as a smart index that understands the context of your notes, not just their keywords.


Next Steps