Skip to main contentWorkspace
Your workspaces are focused spaces for a specific piece of work (e.g., “Thesis—Literature Review” or “Grant—Methods”). Each project has its own files, notes, and reference library, so you can keep topics separated and switch context quickly.
Library (Reference Library)
The library holds all the sources you rely on—PDFs, imported references, and their metadata. From here you can search, de-duplicate, edit metadata, and open files in the viewer. You can import items manually or add them from integrations like Semantic Scholar.
Files
Files are the building blocks inside a project. They include imported documents (PDFs) and Clevia’s editor (Markdown supported)
Editor (Markdown Documents)
Edtior notes are editable documents you create inside Clevia using the block editor. They support Markdown formatting, headings, lists, code blocks, and inline citations via @references.
Clevia AI Research Assistant
Clevia’s AI helps you read, connect, and write. Ask questions about one file or many at once, compare methods across papers, draft summaries, and get answers grounded in your sources with page/section citations.
Chat
The chat is the interface for talking to Clevia AI. It keeps conversation history per thread and supports follow-up questions. You can reference specific files, projects, or folders to guide analysis.
Query
A query is any request you send to Clevia - questions, instructions, or rewrite prompts. Queries can scope context to selected files/folders or the entire project library.
Context
“Context” is the information passed to the AI along with your query: selected files, extracted text snippets, metadata, prior messages, and your current editor selection. Good context leads to more accurate, well-cited answers.
Metadata describes your sources—title, authors, publisher, year, DOI, pages—plus any fields needed for citation styles. You can view and edit metadata in the reference details panel.
References
References are the formal records for your sources in the library. They underpin citation and bibliography generation. Clevia supports multiple citation styles and keeps references synchronized with your documents.
Citations
Citations are numbered links in AI responses and your notes that point to the exact source location (page/section) used to support a claim. Clicking a citation opens the viewer at that location so you can verify accuracy.
Smart @references
Type @ in the editor to search your library and insert inline citations. Clevia tracks these mentions and can generate a consistent bibliography at the end of your document.
Command Palette
A keyboard-driven launcher for quick actions (create file, insert template, run AI commands, navigate). Open it with ⌘/Ctrl + K. 
