Notely

AI Features ​

AI capabilities in Notely are integrated across your editor workspace, left panel dashboards, and settings.

1. Global & Note-Scoped Chat Panel ​

You can chat with Notely's assistant in two ways:

  • Note-Scoped: While editing a note, toggle the assistant from the right side edge or the toolbar to brainstorm inside the active document.
  • Global Chat: While on the landing page (with no note open), click the Sparkles icon under the Quick Actions toolbar on the left panel rail. This opens the AI sidebar to chat about the entire workspace.

Context Scope Options ​

Inside the chat panel, you can choose what context to send with your message:

  1. Auto: Selects highlighted text if active, otherwise the current note.
  2. Selection: Restricts context to active text selection.
  3. Block: Restricts context to active cursor paragraph.
  4. Note: Sends the entire note.
  5. Workspace: Extends context by searching relevant chunks across the whole note library.

Sourced References ​

Whenever the assistant retrieves documents to answer your question, a Referred Notes chip list is rendered under the assistant message bubble. Hover over these chips to see file paths and relevance match percentages.

2. AI Palette Actions ​

Refactor or rewrite text inside the editor:

  1. Highlight target text selection in the Markdown editor.
  2. Press Ctrl + Space or right-click and select AI Actions.
  3. Choose an action from the palette (e.g. Summarize, Change Tone, Improve Readability).

3. Persona Customization & Markdown Source of Truth ​

Customize how the AI talks to you:

  • Open AI Settings and click Manage Personas.
  • Markdown Source of Truth: All personas (builtin and custom) are authored as Markdown files (.md) with YAML frontmatter. Custom personas created in the UI are persisted as formatted .md files to disk (appData/personas/*.md), while SQLite acts strictly as an index.
  • Select or edit custom personas, modify frontmatter metadata (tone, verbosity, structure), and update prompt instructions.
  • Select a preset emoji avatar (🤖, 💻, 🧠, etc.) next to the custom avatar field to represent them in the chat panel.

4. Diagnostics, Flow Telemetry & Prompt Tracker Log ​

If you want to inspect how the AI retrieves data, what system prompts are assembled, or what tools it invokes:

  1. Go to AI Diagnostics / AI Health page.
  2. Select a conversation session from the list.
  3. Use the dual-tab inspector pane:
    • Messages: View clean chat conversation transcript (technical tool execution boxes separated for clutter-free reading).
    • Flow Telemetry: View a 3-column continuous timeline stream connecting 5-stage execution breakdown (AIFlow.js), latency metrics, persistent session tokens (LogDB), expandable tool call arguments/outputs, zero-latency Context Compaction stats (ai/compaction/), system prompt inspector (with Copy/Expand), and full flow trace JSON export.