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Smart Chat

Keep chat threads where the work lives. Embed ChatGPT, Claude, Gemini, Perplexity, and more inside your notes. Start with free chat codeblocks, then upgrade to Smart Chat Pro when you want a dedicated workspace with vault-aware context.

Bookmark threads automatically | Mark chats done | Works with your existing web UIs | Pro: full-height workspace + vault context

Start in under a minute

Turn a useful chat into a reusable asset inside your vault.

  1. Step 1

    Add a chat codeblock

    Drop a chat codeblock into the note where the thread belongs: project, meeting, research, or draft.

  2. Step 2

    Use your favorite AI UI

    Keep using ChatGPT, Claude, Gemini, Grok, Perplexity, and more in the browser. No extra API setup required.

  3. Step 3

    Bookmark and finish threads

    Smart Chat stores thread links in your note so you can resume later. Mark threads done when they are complete.

Chat codeblocks vs Smart Chat workspace

Chat codeblocks give you quick, inline conversations tied to specific notes. Smart Chat Pro adds a dedicated, full-height workspace with shared models, richer context, and persistent threads.

Core chat surface

Chat codeblocks in notes

Free, note-based chat powered by providers like ChatGPT and Claude in your browser.

  • Drop a chat codeblock into any note so Q&A lives beside the work it references.
  • Automatically bookmark new threads back into the note so you can pick up where you left off.
  • Mark threads as done to support async workflows and Dataview dashboards.
  • Use existing web UIs (ChatGPT, Claude, Gemini, DeepSeek, Grok, Perplexity, and more).

Pro plugin In Pro plugins all-access

Smart Chat Pro workspace

Full-height chat with your vault, PDFs, and Smart Environment models.

  • Dedicated Smart Chat view for long-running conversations with your notes and research PDFs.
  • Shared models and providers with Smart Connections and Smart Context via Smart Environment.
  • Per-thread custom instructions layered on top of a default system prompt.
  • HyDE-powered context lookup and review before sending, so you see exactly what goes to the model.
  • Persistent, searchable threads stored in a Chat Threads collection, with history access from the toolbar.

Already a monthly, yearly, or Founding supporter? Smart Chat Pro is already part of your supporter perks, no extra subscription required.

Key features

  • Drag and drop notes directly into the chat to build context from your vault (Pro workspace).

  • Trigger context lookups so self-referential prompts stay grounded in your vault.

  • Optional context review before sending messages when paired with Context Pro workflows.

  • Compatible with local and API models via Smart Environment (Ollama, LM Studio, OpenAI, Anthropic, Gemini, OpenRouter, and more).

  • Shares embeddings and context with Smart Connections and Smart Context through Smart Environment.

See Smart Chat in action

Watch Smart Chat keep conversations tied to notes, resolve self-referential prompts, and help you stay in flow.

FAQ

Do I need an API key?

Not for Core chat codeblocks. You can use your existing web UIs. Pro workspace supports model providers via Smart Environment.

What problem does Smart Chat solve?

It stops valuable chats from becoming orphaned browser tabs. Threads get anchored to notes, searchable later, and easy to close out.

What does Pro add?

A full-height workspace, shared Smart Environment models, vault-aware context lookup, optional context review, and persistent thread history.

Is Smart Chat compatible with other Smart Plugins?

Yes. It pairs naturally with Smart Connections (discovery) and Smart Context (exportable bundles) through Smart Environment.

Integrate conversational workflows directly into Obsidian. Start with free chat codeblocks, then add Smart Chat Pro when you want a full workspace for your vault and PDFs.

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