Chat with remio
Chat is the AI-driven key feature in remio, which lets you ask questions in natural language, remio will generate answers from your notes, collections, captured web content & knowledge from LLM, complete with source citations.
Why it's helpful:
Get tailored answers for you questions
Saves time searching through notes
Gives smart summaries and explanations
Lets you reuse answers as new notes
Accessing Chat
Click "Chat" in the navigation bar.
Keep an item open in the right-hand resource pane while you chat on the left. This is the best way to ask questions about the note, file, or table you are viewing.
If the Search result does not meet your request, you can also Chat in the search box in natural language; it will also lead you to find the answer
Chat is always the left pane. Open Search from the main interface when you want to jump to an item, then continue the same conversation on the left.
Chat on the left, resources on the right
remio uses a dual-pane workspace. Chat stays on the left so the conversation does not drift. The right pane shows your knowledge base and any artifact remio is editing—notes, tables, slides, or files. Ask questions while you keep the relevant item open on the right.
Optimize Chat with Flexible Modes
Take control of your AI conversations by switching between modes that match your specific goal—whether you need speed, depth, or full customization. Simply navigate to the mode toggle (located near the chat input box) to select the best option for your task:
Fast Mode: Optimized for speed and efficiency. This is the best choice for quick fact-checks, short questions, and getting immediate answers without waiting.
Expert Mode: Prioritizes higher quality and deeper understanding. Use this for complex writing, reasoning tasks, or analyzing long documents where accuracy matters more than speed.
Session settings: Choose a model, enable MCP connectors, and control tools for the current session.
Premium Model Usage & Credit System
Check your credits balance, use advanced models when you need, and enjoy basic models as default. remio offers a flexible credit system that allows you to:
Check Credits: View your current credit balance in bottom left
Choose Your Model: Select between free basic models and premium advanced models for different tasks
Flexible Top-up: Add credits as needed to access advanced AI capabilities
Start Chatting
Enter questions using natural language.
Press Send button to submit.
remio will start the streaming generation for an answer in real time.
You can stop generation if needed.
Once complete, remio displays the answer in the conversation. Responses may include citations from your knowledge base, marked with numbers. You can hover to see the evidence cards.
Slash commands
Type a slash in the chat input, then a space, to start a focused workflow:
/pptx — create or edit slides
/xlsx — analyze a spreadsheet
/image — generate an image
/deep-research — run in-depth research
You can also @ mention notes, files, and tables so the agent works on a specific item.
Toggle Knowledge Base
While you chat, remio can use the item currently open in the right pane as extra context.
You can still decide whether the agent should search the rest of your knowledge base for each question.
Web Search: Accessing Up-to-Date Information
To ensure your answers are always current and comprehensive, remio AI Chat can intelligently perform web searches in addition to retrieving information from your personal knowledge base. This helps you get real-time information, explore topics you haven't yet documented, and perform fact-checks.
Why it's helpful:
Get Real-Time Information: Get answers on current events, the latest tech trends, or real-time data like stock prices.
Fill Knowledge Gaps: Chat about topics you haven't recorded yet, such as how-to guides or product comparisons.
Fact-Check and Verify: Use external sources to confirm or supplement information in your personal notes.
Lower the Barrier to Entry: Get useful answers immediately, even before you've built an extensive knowledge base.
How to Use Web Search
Web Search Toggle: Below the input box, you will see a web icon (🌐).
Default Mode: By default, this feature is on, and remio will intelligently decide whether a web search is needed based on your question.
Manual Control: You can click the icon to manually turn off web search for the current session.
Availability: The web search option will be disabled (grayed out) if you are using your own custom API key or if the selected large language model does not support this feature.
Citing Web Sources
When an answer includes content from the web, it will be clearly cited in the response. You can hover over the citation to see a card displaying the source website's icon, name, and page title, ensuring full transparency of the information source.
Privacy Protection
Your privacy is paramount. When using web search, only the anonymized query itself is sent to the search engine. None of your personal notes or local content ever leaves your device or encrypted cloud storage.
Check Recent Questions
You can check recent question history in session header. And users can single click 1 question to locate it.
Start a new session
Start a new session from the left sidebar when you want a clean conversation that is not mixed with the previous thread.
Give the session a name
remio will automatically generate a title for each independent session. You don't need to manually add it.
Organize chats into groups
Pin important sessions, or create custom groups in the left sidebar and drag conversations between them. Deleting a group can also remove the chats inside it—confirm before you cascade-delete.
Interacting with Generated Answers
When finishes responding, the answer appears in the chat window. You have several actions available for each answer:
Scroll to check all answers.
Save as new Note – Save the answer as a new note for further editing
Copy – Copy the answer.
Delete – Remove unwanted answers.
Like / Dislike – Use ratings to improve results.
View Citations – See the support evidence items for the answers.
Keep chatting while remio works
If the agent is still running, you can send a follow-up instruction (steer) without stopping the current job. Use this to correct direction mid-run instead of waiting for a full restart.
Using Prompts Library for Powerful Workflows
To help you get the most out of Ask remio without having to type complex instructions, remio offers a library of preset prompts designed for powerful, recurring tasks like creating daily or weekly summaries.
Why it's helpful:
Save Time: Instantly trigger complex summaries with a single click.
Get Structured Results: Preset prompts are optimized to return well-organized and insightful recaps of your work and learning.
Discover New Possibilities: See what remio can do for you through curated, official prompts.
Accessing Official Prompts
remio makes it easy to use these built-in prompts in several ways:
In the Ask Input Box: You will find clickable prompt suggestions, like "Recap this week," appearing directly above the text input area. Simply click one to populate the input field, and then you can either send it directly or modify it to fit your needs.
System Notifications: remio may periodically send you a system notification (e.g., on Fridays) suggesting you generate a weekly recap, giving you a one-click path to this feature.
Creating Your Own Reusable Prompts
While remio provides official prompts, you can easily create your own library of personal prompts for tasks you perform often.
Craft Your Perfect Prompt: Type prompt into input box.
Get a Great Result: Run the prompt and confirm the AI's answer is what you were looking for.
Save the note: Click the "Save as new Note" button on the answer.
Link with Prompt Library collection: You can also connect a mannual notes with prompt library.
When you do this, remio saves the AI's answer as a new note and, importantly, uses your original question as the title of that note.
To reuse a prompt, you will find "Prompt Library" in Chat. You can search the prompt title in the search bar. then you select it and it will auto-filled the content into chat box.
Chat with Your Files and Images
To make asking questions about specific documents more intuitive, you can now upload files and images directly in remio Chat. This is perfect for when you want to quickly analyze a file without permanently syncing its entire folder. Please be notified, for data privacy, while you uploading, remio will just save the file to local pre-set folder and will not upload it/them to cloud storage.
Chat about Local Files
Above the chat input box, you'll find new options to attach content to your query . This streamlined process allows you to interact with local documents securely and efficiently.
Click the paperclip icon to open your system's file browser .
Select a supported document, including PDF, DOCX, PPTX, image or text file.
A dialog will appear, asking how you'd like to proceed. All processing is done securely on your local machine . You have two options:
Parse This File Only: This analyzes only the single file you selected . It places a copy in a dedicated remio Imports folder for temporary use, without syncing the file's original parent folder .
Sync Folder: This option sets up the file's entire parent folder for syncing with remio, making all its contents available in your knowledge base. The specific file you selected will be prioritized for processing .
After making a selection, the file will appear as attachment above the input box, ready for you to chat.
Asking Questions about Images
You can also get insights from images, such as screenshots of presentations or photos of a whiteboard .
Paste or Drag-and-Drop: Simply paste an image from your clipboard or drag an image file (PNG, JPG, JPEG) directly into the chat input box .
Ask Your Question: An image preview will appear . You can then type your question, like "Summarize the content of this image" or "What are the key points in this screenshot?" and remio will analyze it for you.
Improved Item Mentioning with @
The @ mention feature has also been optimized to help you find and reference items in your knowledge base more quickly .
Click the @ item button above the input box to begin searching your notes and documents.
To help you work faster, the search results will now prioritize recently accessed items.