AI Chat Assistant

Last updated: 2025-08-31
Guide

AI Chat is Notez's intelligent conversational assistant that not only answers your questions but also deeply understands your writing context, retrieves relevant information from your knowledge base, and serves as your dedicated writing advisor.

Feature Overview

AI Chat can:

  • 💬 Smart Conversations: Multi-turn contextual dialogue
  • 📚 Knowledge Base Retrieval: Automatically find relevant information from your documents
  • 🔗 Reference Tracking: Provide traceable citations
  • 📌 Important Marking: Pin important conversations for future writing reference
  • 🎯 Precise Targeting: Quickly locate specific documents using @ tags

Interface Location

AI Chat is located in the right sidebar, click the icon to open

The Chat panel expands in the sidebar without affecting your main writing area.

Or use the shortcut Ctrl + L (Windows) / Cmd + L (macOS) to open.

Core Features

1. Context-Aware Conversation

AI Chat automatically senses the content you're editing and provides relevant suggestions and answers.

How it works:

  • Real-time monitoring of content changes in the editor
  • Analysis of current paragraph and surrounding text
  • Provides precise answers combined with context

Use cases:

  • Ask directly when encountering unclear concepts while writing
  • Need to supplement arguments or examples
  • Seek writing ideas and suggestions

2. Reference Synchronization

AI Chat intelligently integrates with the "References" section on the right sidebar.

Auto-sync features:

  • When you add documents to references, Chat automatically includes them in the retrieval scope
  • Chat answers prioritize content from these documents
  • Cited content is automatically annotated with sources

Usage tips:

  1. Add relevant documents to references before starting to write
  2. Chat will provide more professional answers based on these documents
  3. Click citation marks to jump directly to the original text

3. @ Tag Precise Targeting

Use the @ symbol to quickly specify particular documents or tags to reference.

Usage:

@Paper Title What are the core viewpoints of this paper?
@Legal Document How to interpret the relevant clauses?
@Research Report How to analyze the data trends?

@ Tag Types:

Tag TypeDescriptionExample
@TagTarget documents with specific tags@Important What are the key points?
@AllSearch entire knowledge base@All What relevant cases exist?

4. Conversation Management

Pin Important Conversations

When AI provides valuable answers, you can mark them as important:

  1. Hover over the conversation bubble
  2. Click the 📌 icon to mark
  3. Marked content will be referenced by AI in subsequent writing

Functions of Pin feature:

  • Maintain content consistency
  • Ensure important information isn't missed
  • Build chains of writing thoughts

Clear Conversations

  • Click the clear button at the top to restart conversations
  • Clearing won't affect pinned content

Interaction Modes

1. Active Question Mode

Enter questions directly in the input box, and AI will provide comprehensive answers based on:

  • Current editing content
  • References
  • Knowledge base

2. Selected Text Interaction

  1. Select specific text in the editor
  2. Switch to the Chat panel
  3. AI will automatically recognize selected content and provide relevant suggestions

After selecting text, you can:

  • Request concept explanations
  • Ask for rewriting optimization
  • Search for related materials

3. Auto-completion Integration

Content discussed in Chat affects auto-completion:

  • Pinned conversations are referenced by auto-completion
  • Ensures consistent writing style and viewpoints
  • Avoids contradictions

Citation Tracing

View Citation Sources

When AI answers include citations:

  1. Citation Marks: Answers display [1], [2] etc. marks
  2. Click to View: Click marks or citation buttons below
  3. Original Location: Automatically locate original text in knowledge base

Citation Formats

AI Chat supports multiple citation display methods:

  • Inline citations: Direct annotation in text
  • Footnote citations: List all citations at bottom of answer
  • Complete citations: Include title, author, page numbers, etc.

Advanced Techniques

1. Building Conversation Chains

Explore topics in depth through continuous questioning:

User: What is machine learning?
AI: [Answers basic concepts]

User: Can you give a specific example?
AI: [Provides examples based on above]

User: How to apply this in my research?
AI: [Provides suggestions combined with your documents]

2. Comparative Analysis

Use @ tags to compare different documents:

What are the similarities and differences between @Document A and @Document B?

3. Writing Coaching

Let AI become your writing coach:

Please evaluate the paragraph I just wrote, what improvement suggestions do you have?
Is this argument sufficient? What needs to be supplemented?
Help me check if the logic is coherent.

Common Questions

Q: Chat isn't referencing my documents?

  • Confirm documents are added to references or knowledge base
  • Check if correct @ tags are used
  • Wait for document indexing to complete (large files take time)

Q: How to make answers more professional?

  • Upload more professional literature to knowledge base
  • Use @ tags to specify professional documents
  • Pin important professional term explanations for reference

Q: Will chat records be saved?

  • Current sessions are temporarily saved
  • Pinned content is permanently saved
  • Important conversation records can be exported

Q: Can I customize AI's answer style?

  • Clearly specify style requirements when asking
  • E.g., "Please respond in an academic tone."
  • Pin style examples for AI reference

💡 Tip: Treat AI Chat as your research assistant rather than a replacement. It excels at helping you organize your thoughts, find information, and provide inspiration, but the final judgment and creation should be led by you.


If you have further questions, please refer to our documentation:

How to use auto-completion?

How to use citation tracing?

How to use smart search?