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* 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> --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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Projects
Projects are focused AI workspaces. Each project has its own model, system prompt, context sources, and completely isolated chat history. Use projects to keep separate AI conversations per client, topic, or area of work.
Projects support 50+ file types beyond markdown, including PDFs, Word documents, PowerPoint, Excel, images, and more — making them ideal for analyzing large or diverse document collections.
Note
: Projects is an alpha feature. It may have rough edges and is subject to change.
Overview
In regular chat, all conversations share the same settings and model. Projects let you create dedicated workspaces with:
- A specific context — Specific notes, folders, URLs, or YouTube videos the AI always has access to
- A dedicated model — Different projects can use different AI models
- A custom system prompt — Each project can have its own instructions for the AI
- Isolated chat history — Conversations in one project don't mix with conversations in another
Example use cases:
- A "Research" project that always has your research notes as context
- A "Client Work" project with a specific system prompt and access to client-related notes
- A "Learning" project with YouTube video URLs for study materials
Creating a Project
- Open the chat panel
- Click the mode selector at the top of the chat
- Select Projects (alpha)
- Click New Project (or the
+button) - Fill in the project details and save
Project Configuration
Each project has the following settings:
Name
A short name for the project. Appears in the project list.
Description
An optional description of what the project is for.
Model
Choose which AI model to use for this project. The available options depend on which models you have enabled.
Model Settings
Override the default temperature and max tokens specifically for this project.
System Prompt
Set a custom system prompt for this project. This replaces (or supplements) the global default. See System Prompts for details.
Context Sources
Projects let you pre-load context that is always available in the project's chat.
File Inclusions and Exclusions
Specify which notes or folders to include in this project's context:
- Inclusions: Only these notes/folders are available for search and context
- Exclusions: These notes/folders are excluded from context
This scopes the AI's knowledge to just the notes relevant to your project.
Web URLs
Add web page URLs that are fetched and included as context for every conversation in this project. Useful for documentation, reference pages, or web resources you frequently consult.
YouTube URLs
Add YouTube video URLs whose transcripts are loaded into context for every conversation.
Working in a Project
Switching Projects
Use the project selector at the top of the chat panel to switch between projects. When you switch, the chat history clears and the new project's context loads.
Isolated Chat History
Each project maintains its own chat history, completely separate from other projects and from regular (non-project) chat. Conversations don't bleed across projects.
Context Loading
When you open a project, Copilot loads the configured context (notes, URLs, etc.) automatically. For large projects with many notes, this may take a moment.
Project List Management
Go to the project selector to manage your projects:
- Sort: Projects can be sorted by most recently used or alphabetically
- Edit: Click the edit icon to change a project's settings
- Delete: Remove the project entry from the list (saved conversation files in your vault are not deleted)
Sort strategy: Settings → Copilot → Basic → Project list sort strategy
Limitations
As an alpha feature, projects have some known limitations:
- Large context sources (many notes or large files) may slow down context loading
- The context loading on project switch is synchronous — the AI isn't available until loading completes
- Some features available in regular Plus mode may behave differently in projects
- Auto-compact behavior is the same as regular chat
Related
- Chat Interface — Chat modes overview, new chat behavior, history
- System Prompts — Custom system prompts for projects
- Context and Mentions — How context works
- Copilot Plus and Self-Host — Plus features