Documentation

Save on The Computer

Extension work stays in the browser profile unless you export it or enable a paid cloud feature. Free web AI Chat, its settings, and selected context also stay in that browser.

Check the Original

Open a finding's source to check its wording and context.

Choose What AI Chat Can Read

Use Review Context to inspect sources before sending an AI Chat message.

Chrome

Use Chrome's extension store and Extensions menu to install, pin, and open SecondMindOS beside a supported conversation.

1. Open the Install Guide and choose the Chrome Web Store button.
2. Choose Add to Chrome and review the permissions before granting access.
3. Pin SecondMindOS from the Chrome Extensions menu for direct access to the sidepanel.
4. Open a supported AI conversation, select SecondMindOS, and open the sidepanel.

Firefox

Use Firefox Add-ons and the Extensions menu to install and open SecondMindOS beside a supported conversation.

1. Open the Install Guide and choose the Firefox Add-ons button.
2. Choose Add to Firefox and review the permissions before granting access.
3. Open Firefox's Extensions menu and select SecondMindOS.
4. Open a supported AI conversation and launch the SecondMindOS sidepanel.

Use the Vertical Response Controls

Open a conversation and look along the right edge of the page. Use the SecondMindOS bar to open the sidepanel, save the current thread, search or move between replies, change how replies are displayed, or copy source-linked content.

The controls work without restyling the vendor page. Open Customize Platform UI to enable vendor site styling or a response border. Both appearance choices are off by default.

✕

Product UI: Implemented extension runtime on the automated ChatGPT browser fixture → vertical SecondMindOS controls. Open SecondMindOS, sync the thread, search or move between responses, change response presentation, and copy source-linked content. The vendor-owned left navigation remains unchanged. The fixture isolates extension behavior and does not represent the provider's current visual design.

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Save an Exact Text Highlight

Save an exact passage with its page, thread, and message source.

1. Select at least a few words from a question or reply in the open conversation.
2. In the toolbar beside the selection, choose Add to Home Highlights.
3. Open SecondMindOS, then Home > Highlights, and find the saved text with the chat source.

✕

Product UI: Implemented extension runtime on the automated Claude browser fixture → select readable conversation text, then use the toolbar to save the exact selection to Home Highlights with the source. The vendor-owned left navigation remains unchanged. The fixture isolates extension behavior and does not represent the provider's current visual design.

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Home

Home shows the active workspace, sources, activity, projects, bookmarks, and storage health.

Start here to check the active workspace and saved work.

• Create and manage private local workspaces in the extension. Free web accounts can use AI Chat and Settings while other web pages remain available with a paid plan.
• Choose a workspace, project, or chat.
• Open workspace management to rename a workspace or manage the members.
• Check storage usage and recent changes in Workspace Overview.
• Open Bookmarked and filter decisions, insights, or actions.
• Use Sources > Add Context to paste a note or attach a file. Check the selected destination before saving.

Search

Search finds chats, insights, sources, projects, files, settings, and related context.

Use plain language or a specific name, decision, or topic.

• Search chats, projects, knowledge, files, sources, settings, and extracted records.
• Search a remembered phrase, client, or date. Remove filters if a result is missing.
• Click a result to open the page containing the saved item.

AI Chat

Ask a configured local or cloud model about saved chats, projects, and files.

For example, ask “What launch date was selected?” after saving a conversation containing the launch decision.

• On first use, Free guides you to install Ollama or add your own provider API key. A configured Plus account can use an available managed or personal model; Pro remains planned.
• Free AI Chat remains available in the web app and extension. Its chats, settings, selected context, and personal keys stay in that browser.
• Use Ollama, personal provider keys, or managed models available to the account.
• Check the selected workspace, project, or chat before sending.
• Choose Captured Chat to continue a saved conversation. The continuation is separate from the original capture.
• Attach supported multimodal files. SecondMindOS saves each upload as a source linked to the selected workspace, project, or chat. When local extraction succeeds, later AI Chat turns can retrieve its derived context. You can also rename chats, revisit history, copy transcripts, and save Markdown.

Chats

Chats keeps each transcript with its summaries, findings, highlights, and project controls.

Open a saved conversation to check the messages or copy the transcript.

• Open a supported conversation and click Sync Now.
• Keep the original captured transcript unchanged for later review or export.
• Choose Copy Full Transcript to copy every saved message as Markdown.
• Review summaries, insights, highlights, decisions, questions, actions, and related chats.
• Bookmark an insight or decision to find the finding later in Bookmarked.
• Rename a saved chat or assign the chat to a project using the card controls.

Projects

Projects group related chats, findings, notes, sources, and collaborators around one outcome.

Use a project for work with a shared outcome or deadline.

• Create a project or open one to edit it.
• Assign or remove chats from projects and assign projects to workspaces.
• Add notes, pasted text, files, highlights, questions, decisions, actions, webpages, PDFs, and API context.
• Bookmark a project insight or decision to retrieve the finding later.
• Team invitations and review of shared contributions are planned for Pro and are not available yet.

Visuals

Visuals turns source-linked records into graphs, timelines, coverage views, documents, matrices, and analytics.

For example, use Timeline to see how a decision changed over several conversations.

• Move from a workspace to projects, chats, and the chat graph.
• Choose Timeline to see activity by date, or a graph to follow links between saved items.
• Open an item's source, then use zoom and filters to focus the view.

Settings

Settings controls capture, privacy, storage, backup, integrations, AI models, accounts, and diagnostics.

Use Settings to change behavior or check service status.

• Review first-run choices through compact Quick Setup settings.
• Configure capture, local files, models, integrations, privacy, backup, and account access.
• In Workspace > Page Defaults, choose Workspace, Project, or Chat from the dropdown, then restore that scope to its product defaults. A confirmation appears before the change, and saved content is kept.
• Choose among 21 alphabetized product languages. Supported browsers translate interface copy on the device, configured AI models use the selected language for new replies and derived content, and Arabic uses a right-to-left layout. SecondMindOS, its tagline, and saved source content stay unchanged.
• See clear Available, Planned, Unavailable, Plus, and Pro capability states.
• Enter API keys only in the dedicated field for that provider. Do not paste keys into a note, chat, or support report.

Create a Focused Project

Create a project when several sources support one outcome, client, question, or deadline.

1. Open Projects and create a project named for the task, such as Client Proposal.
2. Attach the saved conversations and files about that proposal.
3. Save the project, then reopen the project to check that the attached material is listed.

Reopen the project to confirm its sources. If one is missing, check its workspace and attachment.

Choose the Right Workspace

Use separate local workspaces for private work in one browser profile. Workspace creation is available on every plan. Open Home, expand Workspace Overview and Create Local Workspace, enter a name, then choose Create Workspace.

Signed-in Free accounts can also create account workspaces. Team invitations and shared collaboration controls are planned for Pro and are not available yet.

Use separate workspaces when similar projects need different sources or participants.

Create a Custom Content Container

Workspaces, Projects, and Chats include a custom-container form immediately before the feedback section. Use it when the standard containers do not cover a domain-specific question or workflow.

1. Enter the subtitle, container title, and short description that should appear on the page.
2. Choose whether the container should evaluate all saved content or only the current workspace, project, or chat thread.
3. Enter a filter criterion and press Enter to create a bubble. Add more criteria as needed, up to 24.
4. Choose Create Container. SecondMindOS saves the definition and processes each eligible conversation through the same grounded AI pipeline used by the standard containers.
5. Review the child containers that appear beneath it. Each result is tied to source-message evidence and stays empty when the saved material does not support a result.

Choose Edit Container Inputs to revise the purpose, content scope, or criteria. Saving creates a new definition revision and reprocesses eligible saved conversations, so results from the old inputs are not shown as current. Choose Remove Custom Container to remove the definition and its derived view.

Source Records

The source is the original saved material: for example, the chat containing “Move the launch to Friday.” Open the source when you need the full conversation rather than a summary.

Knowledge Objects

A knowledge object is one saved finding, such as “Launch moved to Friday.” The finding might be a decision, question, action, or insight. Read the source link to check the surrounding messages.

Evidence and Relationships

A source link shows where a finding came from. A related item might be “Tell the team about Friday,” connected to the launch decision. Follow these links to check why an action was suggested.

PDF and Webpage Text

A saved PDF keeps the original file and extracts selectable text locally with PDF.js. Scanned pages can use local optical character recognition (OCR) when page rendering is available. A saved webpage keeps the captured HTML snapshot and creates clean text by removing scripts, styles, and markup while preserving readable breaks.

The clean text is split into overlapping source-linked chunks for search and AI context. SecondMindOS stores this derived text as a document record. It creates Markdown when you copy or export the source rather than replacing the original PDF or HTML with a Markdown file.

What a Context Bundle Contains

A context bundle is a selection of saved text prepared for one request. If you ask for a launch update, the bundle might include the launch decision, the original chat, and a related project note.

Choose which source types AI Chat or an integration may use in Settings > Context Bundles. SecondMindOS selects matching material from those sources; context selection does not necessarily include every saved word.

Original Work and Exported Copies

The saved chat and the findings stay in the library. An exported bundle is a separate copy made for a particular request. Deleting that exported file does not delete the original chat.

After a launch date changes, save the updated conversation and regenerate the summary. An earlier exported summary stays a snapshot of the earlier source state until a new export is created.

Monitor an Authorized Public Webpage

Website Monitoring can check a public HTTPS page manually or once per day. SecondMindOS makes an anonymous request, checks the site's robots.txt rules, and saves only passages that match the workspace, project, or chat topics you selected.

Before turning it on, confirm that you are allowed to monitor the page, that its terms permit automated checks, and that you can lawfully use any personal data it contains. A public page is not automatically free of copyright, privacy, or contractual limits.

Know What the Connection Buttons Do

Open the service card and read the visible buttons. Connect and Check Connection configure and test a connection. Connection checks do not add provider content to SecondMindOS.

A connected card shows Sync only when that service can add content in the installed version. If Sync is absent, use Sources > Add Context to add a local file.

Save and Revisit a Useful Chat

Prerequisites: Install the extension and open a supported conversation whose final reply is fully visible and no longer shows a response spinner or Stop button.

1. Open a conversation in ChatGPT, Claude, Gemini, Grok, or Perplexity and open the SecondMindOS sidepanel.
2. Open Settings > Workspace > Capture & Sync and click Sync Now. Open Chats and check that the messages were saved.
3. Give the saved chat a recognizable name using the rename control.
4. Later, search for that name in Search to reopen the conversation.

Expected Result: The saved thread reopens from Search with the messages intact.

Keep an External Chat Up to Date

Prerequisites: Open a supported conversation that was saved earlier.

1. Turn on Live Sync to notice changes while a supported conversation remains open in the browser.
2. After a conversation changes while SecondMindOS is closed, reopen that conversation and the SecondMindOS sidepanel.
3. Choose Sync Now to capture the open conversation immediately instead of waiting for Live Sync.
4. Open the saved conversation in Chats and check that the newest messages appear.

Expected Result: The saved thread includes the latest completed messages.

Find an Earlier Decision

Prerequisites: Save the conversation or source that contains the decision.

1. Open Search and describe the decision, client, feature, or problem in ordinary language.
2. Start without filters. If there are too many results, choose the relevant project or source type and search again.
3. Open the matching result and review the source before reusing the result.
4. If the answer refers to another chat or project, open that link and read the original messages before reusing the decision.

Expected Result: The matching source opens for verification in context.

Bookmark a Useful Finding

Prerequisites: Open a saved insight, decision, or action item.

1. On Home, Chats, or Projects, find an insight or decision worth keeping and click the Bookmark button.
2. Open Bookmarked below the overview cards. Look for the saved finding and the link to the original source page.
3. Use the Category filter to show a specific type such as Key Insight, Decision, or Action Item.
4. Copy the saved item for portable text, or remove the bookmark after the saved reference is no longer needed.

Expected Result: The finding appears in Bookmarked with a source link.

Copy a Complete Saved Transcript

Prerequisites: Save the conversation and open the conversation in Chats.

1. Open Chats and choose the saved thread for reuse.
2. Expand the thread details and choose Copy Full Transcript.
3. Wait for the button to say Copied, then paste the Markdown into the destination.
4. If copying fails, allow clipboard access and try again. The saved thread is not changed.

Expected Result: The destination contains the full saved transcript as Markdown.

Export Portable Workspace Data

Prerequisites: Save the chats and projects you want to keep, then open the relevant workspace or project.

1. Choose the copy or export action for the workspace or project.
2. Save the Markdown file in an Obsidian vault or another folder you control.
3. Review its YAML metadata, source links, attachments, and complete chat transcripts.
4. Keep the embedded machine-readable backup when you may want to import the library into SecondMindOS again.

Expected Result: The downloaded Markdown preserves the nested workspace, project, chat, and transcript structure for Obsidian and other Markdown tools.

Create Another Workspace

Prerequisites: Open Home in the browser profile that will hold the new workspace.

1. Open Home, expand Workspace Overview, then open Create Local Workspace.
2. Enter a non-empty workspace name. The Create Workspace button becomes available after a name is entered.
3. Click Create Workspace, then check that the name appears in the workspace selector.
4. Select the required workspace before adding projects or saving chats.

Expected Result: The workspace selector includes the new workspace.

Edit a Project

Prerequisites: Create or select the project that requires an update.

1. Open Projects and expand the project that requires a change.
2. Use the project’s edit controls to change the name or description, choose the workspace, or change the attached chats and context.
3. Click Save Project. Reopen the project and check that the changes appear.

Expected Result: The reopened project shows the saved changes.

Use Saved Research in AI Chat

Prerequisites: Save the relevant research and configure an available AI Chat model.

1. Open Projects and choose the project for the task, such as a client proposal.
2. Add the saved conversations and files that contain the client’s requirements, then click Save Project.
3. Use the product’s Context selector to choose that project, then open AI Chat. Type a specific question, such as: What changes did the client request for the proposal? Use Review Context before sending to inspect the selected saved sources.
4. Compare the answer with the attached source material before using the answer. If the answer misses a saved fact, use the AI Chat troubleshooting card below.

Expected Result: AI Chat returns an answer for comparison with the selected sources.

Ask Product Help Without Changing The Active Context

Prerequisites: Configure an available AI Chat model. Product Help uses the same selected model.

1. Open AI Chat and choose Help above the message box.
2. Ask a question about SecondMindOS. Product Help uses the public documentation and does not retrieve saved workspace, project, chat, or file context.
3. Continue asking product questions while Product Help Is On is visible. Help turns are not saved into the active AI Chat or processed into its context.
4. Choose Exit Help to return to the previous conversation exactly where you left it. New messages can use the selected saved context again.

Expected Result: The help exchange answers from public SecondMindOS documentation while the active context conversation remains unchanged.

Continue a Captured Chat with Another Model

Prerequisites: Save the original conversation and configure the required model.

1. Capture the source conversation from ChatGPT, Claude, Gemini, Grok, or Perplexity.
2. Open AI Chat > Model Configuration > Captured Chat and select the saved conversation.
3. SecondMindOS creates a separate continuation with the original title followed by Continued in SecondMindOS. The source capture remains unchanged.
4. Choose an available configured model and send the message. If automatic Markdown saving is enabled, look for the copy in the AI Chats folder under the configured download subfolder.

Expected Result: A separate continuation contains the new exchange; the captured source is unchanged.

Understand Knowledge Platform Connections

Prerequisites: Open Settings > Integrations > Knowledge Platforms. Connecting or checking a service does not import its documents.

1. Choose Notion, Obsidian, or Google Drive from Knowledge Platform.
2. Use Connect to save the connection. Use Check Connection to test the connection. Neither action adds provider content to SecondMindOS.
3. A connected service shows Sync only when the installed version can add content from that service. Click Sync and read the result shown below the card.
4. If Sync is absent, add a local file through Sources > Add Context instead.

Expected Result: Connection status confirms access; Sync confirms an import when supported.

Adjust Language and Accessibility

Prerequisites: Open the workspace whose appearance settings require a change.

1. Open Settings, expand Workspace, then open Appearance.
2. Choose a language from the alphabetized Product Language list.
3. Supported browsers translate interface copy on the device. Arabic also switches the interface direction to right-to-left.
4. Choose a palette, text size, line spacing, motion level, and layout density that are comfortable to use.
5. Turn on stronger focus indicators, solid surfaces, or underlined links when those cues make navigation and reading easier.
6. The selected preference is saved for the next session. Configured AI models use it for new replies and derived content. SecondMindOS, its tagline, and saved source content stay unchanged.

Expected Result: Language, reading, motion, contrast, and keyboard-focus preferences apply immediately and remain available after reopening the product.

Download a Backup Before Moving or Resetting

Prerequisites: Keep the original browser profile available until the imported backup passes verification.

1. On Home, select the workspace for backup. Open Settings, expand Workspace, then open Import and Export.
2. Under Back Up Workspace, click Download Backup. Open the browser’s Downloads list and use Show in Folder or Show in Finder on the new .json file.
3. Keep that file in a recognizable folder. The backup covers the selected workspace; repeat the operation for every workspace that must be retained and give each file a recognizable name. Leave the JSON unchanged.
4. On the destination browser, open the same Import and Export section and click Import Backup. Choose the JSON file. Continue when Last import changes from Never to a date and time.
5. Open a familiar chat and project in the destination and check the contents before removing the original installation. If the download or import fails, keep the original browser profile and contact support.

Expected Result: A downloaded JSON file restores familiar chats and projects in the destination.

What Stays on Your Device

These features work in your browser or through a local service on the same computer.

• Browser storage and local search
• Built-in text and code parsing
• Local PDF and optical character recognition (OCR) processing
• Ollama requests to the local service
• Markdown files exported to local storage

When Data Is Sent

Selected data is sent only when you connect a service and choose an action that needs it.

• Content you choose to sync with a connected service
• Encrypted backup contents and the basic information needed to find and restore a backup
• Workspace information included in account sync after you turn it on
• Cloud AI requests after Review Context shows which saved sources will be shared
• Information sent to Discord or n8n after you connect and use those services

Raw and derived workspace content in hosted account sync uses TLS, encryption at rest, and account access controls. It is not encrypted with the backup passphrase because authorized hosted services process synced records for account features. Product configuration settings remain service-readable and, subject to your analytics choices, may be used to understand feature use and improve SecondMindOS. Saved workspace content is not used for behavioral analytics or model training.

Create an Encrypted Google Drive Backup

Open Settings > Cloud Storage and connect Google Drive. Select content, choose Preview Backup, and enter a passphrase of at least 12 characters. Check the counts, choose Create Backup, and wait for Completed. Save the passphrase; restoration requires it.

The provider can still see limited manifest metadata such as backup date, object categories, sizes, and integrity hashes. The provider cannot read the backed-up workspace content.

Restore a Google Drive Backup

Choose Restore Preview, enter the original passphrase, and click Find Backups. Select a backup, preview its counts, and restore it. After Completed appears, verify a familiar chat. Use Import Backup for downloaded JSON backups. On another device, enter the same passphrase that encrypted the selected cloud backup.

Free Local Use

Create multiple local workspaces and projects, capture, search, inspect, export, and use self-hosted local intelligence in the extension's browser profile. In the web app, Free keeps AI Chat and Settings enabled and stores their product data in that browser.

When to Sign In

Sign in to use the web app or manage an account. Signing in to Free does not upload the local library. Paid plans can add hosted workspace access, account sync, connected services, and billing management. You can create or access an account with email and password, Google, or GitHub. A verified OAuth email that matches an existing account opens that same account instead of creating a second library.

After confirming a new account, you receive one welcome email with links to the product, installation, getting-started, privacy, and support pages. If you forget your password, use Forgot Password on the sign-in page and follow the time-limited recovery link sent to your email. The same recovery flow lets an account created with Google or GitHub add a password.

Every sign-in finishes with a secure email link. SecondMindOS asks you to authenticate again after seven days. The email step confirms access to the account inbox and is separate from authenticator-app MFA.

Browsers, Folders, and Multiple Accounts

Chrome profiles and Firefox keep separate browser-local libraries. A Free account does not automatically synchronize those browser libraries. To exchange files through a local library folder, approve the same physical or cloud-synchronized parent folder in each browser and run Sync Local Folder in each one. Each browser must receive folder permission separately.

When both browsers use the same signed-in account, SecondMindOS uses the same account subfolder under SecondMind/Accounts. If the browsers use different physical folders, each folder keeps a separate identity so removing a file from one folder does not remove context imported from the other. Account sync on an eligible paid plan merges supported browser records into the same account without deleting either browser's unique local work.

Different signed-in accounts always use different account subfolders, even when their email names are similar. Signing out leaves every account folder intact and returns local activity to the unsigned library. SecondMindOS never deletes files from the selected folder during synchronization.

Paid Capabilities

Plus provides the supported connectors, cloud backup, and managed models listed on the pricing page when those services are configured. Plus can be purchased in cleared paid markets. Pro remains on a waitlist until launch. The Free plan remains available elsewhere, and you do not need Pro to create a local workspace.

To manage or cancel a paid plan, open Settings in the extension or web app, then open Billing. The Billing card shows the current plan, subscription status, and billing-period end date. Select Manage Billing to open Stripe, where you can update payment details, view invoices, or cancel. Paid access continues through the displayed billing-period end date after cancellation. Uninstalling the extension does not cancel billing.

Private Browser Storage

Saved sources, projects, extracted insights, and local AI conversations stay in the browser profile running SecondMindOS. Local storage does not require an account or server.

Local Library, Files, and Pasted Context

Use a user-owned folder for saved AI chats, generated intelligence, and indexed context. You can also paste raw text, Markdown, notes, or code, or upload a supported file up to 10 MB.

Markdown Files

Markdown files are readable copies of chats and summaries. Open Markdown files in a text editor or a notes app.

Obsidian

Obsidian appears in the Knowledge Platform selector. Entering a label does not grant the connection card access to a vault folder.

Ollama

Ollama runs compatible language and vision models on the computer so private analysis can stay on the device.

LM Studio

Use an LM Studio model through the local OpenAI-compatible server without sending workspace content to a cloud model.

Self-Hosted n8n

Connect a self-hosted n8n instance for scoped automation. Start with read-only access.

AI Conversation Capture

Open a supported conversation, click Sync Now, then verify it in Chats.

Cross-Model Chat Continuation

In AI Chat, choose Captured Chat and a saved conversation. The continuation stays separate from the original.

Obsidian

Open Obsidian under Knowledge Platforms. If Sync or Import is unavailable, add a Markdown file through Sources > Add Context.

Ollama

Start Ollama locally, install a supported model after explicit download approval, and validate the model in Settings before using private saved context in AI Chat.

LM Studio

LM Studio can supply local insight extraction through Auto Managed discovery on port 1234. LM Studio is not a selectable AI Chat provider, and another available local runtime may be chosen first.

Google Drive

Connect Google Drive in Cloud Storage. Preview the backup with a passphrase, check its counts, then create it and wait for Completed.

Notion

Configure and check Notion under Knowledge Platforms. Content moves only through a visible Sync or Import action.

Discord

Under Communication Platforms, enter the server and channel IDs, choose a context target, connect, and check the status.

Slack

Slack is planned. The current Communication Platforms screen provides Discord controls and does not provide a Slack connection form.

n8n

Under Automation, enter the n8n Workspace URL, use the smallest scope and Read Only mode, then check the connection and create a one-time key.

MCP and Agent CLI

Model Context Protocol (MCP) and the Agent CLI can retrieve explicitly scoped context. Their write actions create a preview that must be approved before SecondMindOS changes saved knowledge.

Cursor and Claude Desktop

Cursor and Claude Desktop can use the same configured MCP connection. Choose its context scope in Settings; the connection cannot bypass that scope or directly apply a proposed write.

Can I Ask How SecondMindOS Works without Changing My AI Chat?

Yes. Turn on Help in AI Chat to ask questions grounded in the public SecondMindOS documentation. Help does not retrieve saved workspace context or add its messages to the active conversation. Turn Help off to continue the previous conversation.

Where Do Bookmarks Appear?

Open Bookmarked under Home, Chats, or Projects. It shows saved findings, source links, and a Category filter.

Do External Chats Update Automatically?

Live Sync updates a supported conversation while its page is open. SecondMindOS does not secretly poll provider history while the page is closed. Reopen the conversation and sidepanel or choose Sync Now to update the saved copy.

Is an Account Required?

No. Local capture, search, review, export, and local intelligence can work without an account. Sign in for configured hosted continuity, cloud backup, and hosted integrations. Team collaboration remains planned for Pro.

Can a Free User Create More Than One Workspace?

Yes. Multiple private local workspaces and signed-in account workspace creation are available on Free. Adding collaborators and shared collaboration controls are planned for Pro and are not available yet.

Where Is Local Workspace Data Stored?

Local data stays in the current browser profile and does not appear automatically elsewhere. Removing extension data can delete it.

Does Local AI Upload Workspace Content?

No. Built-in processing, Ollama AI Chat, and LM Studio insight extraction run locally. LM Studio is not currently an AI Chat provider. Use Review Context before sending selected sources to a cloud provider.

How Can Integration Access Be Restricted?

Limit access in the provider first. Connect and Check Connection do not import content; use Sync only after verifying the account and workspace.

Are Planned Integrations Active?

No. Planned controls are roadmap indicators. A planned control should not connect, change settings, or send data.

Is Backup the Same as Sync?

No. Backup creates a recoverable copy; sync aligns selected data. Preview Drive restores, or use Import Backup for a downloaded JSON copy.

Can SecondMindOS or the Storage Provider Read a Cloud Backup?

The provider receives encrypted backup content and readable backup metadata. The passphrase stays on the device and cannot be recovered by SecondMindOS or the provider. Restoring on another device requires the original passphrase. Hosted account sync is separate: it uses TLS, provider encryption at rest, authentication, and account access controls, but authorized hosted services process synchronized records and the sync data is not end-to-end encrypted with the backup passphrase.

What Happens After Selecting Upgrade to Pro?

Upgrade to Pro currently opens the waitlist because Pro has not launched. The planned price is $24.99/month/seat. Submit and confirm your email to receive launch updates; joining the waitlist does not start a subscription or charge you.

Can Workspace Data Be Exported Before Removing SecondMindOS?

Yes. Download a backup for each workspace under Settings > Workspace > Import and Export. Use Markdown for readable copies, and verify exports before deleting data.

What Information Belongs in a Support Report?

Include the browser version, extension version, affected integration, and short reproduction steps. Never send API keys, OAuth tokens, or unredacted private content.

SecondMindOS Opens, but the Panel Is Blank

A blank panel can look like a missing workspace, but the interface and the saved records are separate. Begin by reopening the panel and checking that the extension is enabled. Avoid uninstalling or resetting the workspace during an interface check, because those actions can remove data without explaining the blank screen.

1. Close the SecondMindOS panel, then reopen the panel from the browser’s Extensions menu.
2. If the panel stays blank, open the browser’s extension manager: chrome://extensions in Chrome or about:addons in Firefox. Turn SecondMindOS off, then back on.
3. Open SecondMindOS again.

Expected result: You can see the SecondMindOS navigation and open Chats.

For a continuing failure: Tell support that the panel is blank and name your browser. Do not uninstall or use Reset Workspace to recover the interface.

A Newly Saved Conversation Is Missing from Chats

A conversation visible on an AI website is not yet proof of a saved SecondMindOS copy. Capture needs access to the open page and a completed visible response. Keep the original tab open, then save a short recognizable exchange and compare the last message in Chats with the source.

1. Open the conversation on the original AI website and scroll to the final reply.
2. Wait until the full reply is visible and the website no longer shows a response spinner or Stop button.
3. Open SecondMindOS, then Settings > Workspace > Capture & Sync. Under Manual Capture, click Sync Now.
4. Open Chats. Select the conversation by the title and compare the final message with the original tab.

Expected result: The conversation is listed in Chats, and you can read its messages.

For a continuing failure: If nothing appears, check whether the browser has blocked SecondMindOS’s access to that website. Grant access if needed, reload the conversation tab, and retry once. Capture does not run in private or incognito windows.

Previously Saved Chats Are Missing

An empty Chats view can mean a different browser profile or workspace is selected, rather than that records were deleted. Begin with those non-destructive checks using a remembered conversation title. A reset or reinstall is not a recovery step and can make the original data harder to preserve.

1. Open SecondMindOS in the same browser profile used before. With multiple Chrome profiles, use the profile menu beside the address bar to return to the original profile.
2. On Home, select the workspace where you saved the chats.
3. Open Chats and look for a title you remember.

Expected result: The previous conversations appear in the selected workspace and a familiar saved chat opens with the expected messages.

For a continuing failure: Deleting the browser profile, removing the extension, or using Reset Workspace cannot be undone by checking another profile. Use the import guide below when a saved JSON backup exists. Otherwise contact support before making more changes.

A Selected File Was Not Added

Selecting a file and adding useful context are separate checkpoints. The file must be readable, the selected destination must be correct, and the result must appear in that scope. Begin with one small text or Markdown file containing a recognizable sentence before investigating a larger or more complex document.

1. Open the file from Finder, File Explorer, or the browser’s Downloads list. Confirm that the file opens and is not empty.
2. Confirm that the file is 10 MB or smaller. If the file exists only in cloud storage, download a local copy before selecting the file in SecondMindOS.
3. In SecondMindOS, open the workspace, project, or chat that should receive the file. Expand Sources, then open Add Context.
4. In Destination, confirm the exact workspace, project, or chat name. Click Choose File and select the local file.
5. Continue only after the form says “Loaded [file name] locally. Choose Add Context to save it.” Then click Add Context.
6. When the form says “Context added to [destination],” reopen Sources in that destination and select the source by the file name.

Expected result: The item appears and contains text from the file.

For a continuing failure: If an error appears, send support the text, the file type, and file size. If a PDF opens but contains no readable text, try an accessible text version. Do not send a private document just to demonstrate the error.

AI Chat Cannot Connect to Ollama

Ollama can be installed without currently running a model service that the browser can reach. Connection checking comes before generation quality: first discover an installed model, then send a short message. A successful response in another application alone does not show SecondMindOS's browser connection.

1. Open the Ollama application on this computer.
2. In SecondMindOS, open Settings > Quick Setup > AI Provider and choose Ollama. Click Check Ollama.
3. Read the status below the model. Continue only when the status says “[model name] is ready to use.”
4. If the status says the model is not installed, confirm the displayed download. Keep this panel open until the ready message appears.
5. Return to AI Chat, verify that Ollama and the ready model are selected, then send the message again.

Expected result: AI Chat returns a reply rather than the connection error.

For a continuing failure: If the error says the model is missing, choose an installed model or approve a model download. If Ollama works in the dedicated app but not SecondMindOS, send support the model name and exact error.

AI Chat Omits a Saved Fact

Saving a fact does not guarantee that every AI request includes the source containing the fact. Context selection limits the material supplied to a request. Find the original sentence first, then inspect the selected sources and ask about one concrete detail so missing context can be distinguished from an incorrect model answer.

1. Find the fact in Chats or Search to confirm the fact was saved.
2. Use the product’s Context selector to choose the workspace, project, or chat that contains the saved fact. In AI Chat, type the question and use Review Context to inspect matching saved sources.
3. Open Settings > Integrations > Context Bundles. Choose AI Chat under Integration, turn on Workspace Context, and include the sources you need. Try the question again.

Expected result: The reply uses the relevant saved fact. Compare the reply with the original text rather than trusting the answer alone.

For a continuing failure: An AI model can still miss or misread information. Ask about one detail at a time, such as “What launch date was selected?” If the source is never included, report the selected source settings to support.

A Google Drive Backup Did Not Upload

A backup preview shows what would be included, but does not upload an archive. The first check is which action completed: preview or creation. A successful creation should report uploaded objects and produce a dated entry that can be found again, while the original local records stay available.

1. Open Settings > Cloud Storage. Check that Google Drive is connected and select the data to back up.
2. Set Backup Action to Preview Backup. Enter a backup passphrase of at least 12 characters, then click Preview Backup.
3. Read the item counts shown below the controls. If the counts match the intended workspace, set Backup Action to Create Backup and click Create Backup.
4. Read the Backup result line. Continue when the result says Completed and reports how many objects were uploaded.
5. Click Find Backups and find the new entry by the date.

Expected result: The result reports an upload and the new backup appears in the list.

For a continuing failure: If the upload fails, keep the original chats and copy the error. Check the internet connection and any Drive permission error before retrying. Reset Workspace does not fix an upload problem.

Connecting a Knowledge Platform Did Not Add Anything

A connected service may have working access settings without having imported any content. Connection checks and synchronization answer different questions. First establish which operation is available in the installed version, then inspect the result of that operation rather than assuming that a connected label makes external notes searchable.

1. Open Settings > Integrations > Knowledge Platforms and choose Notion, Obsidian, or Google Drive from Knowledge Platform.
2. Check for Connect, Check Connection, and Notion API Token in the Notion card. These controls configure and test the connection; the controls do not import a page.
3. If a Sync button appears after the service is connected, click Sync and read the result shown below the card.
4. If there is no Sync button, that service cannot add provider items from this screen in the installed version.
5. To add a file already on the computer, open the destination workspace, project, or chat. Expand Sources, open Add Context, and choose the file.

Expected result: The connection card reports its status. A file added through Sources appears in the destination you selected.

For a continuing failure: If a visible Sync button fails, send support the service name and exact message shown below the card. Do not send the token or private provider content.

The SecondMindOS Icon Is Missing

The Saved Chat Is Missing the Newest Messages

Search Cannot Find a Conversation Visible in Chats

A Downloaded Markdown File Is Missing

A Drive Backup Cannot Be Unlocked

The Account Shows an Earlier Plan After Payment

The Waitlist Confirmation Email Did Not Arrive

A Waitlist Link Is Invalid

Create a Backup Before Removing SecondMindOS

Import a Saved Workspace Backup

Capture

Save the currently open supported conversation, webpage, or PDF into SecondMindOS.

Source

The original chat, file, webpage, API response, or connected service record behind saved information.

Provenance

The source details that let you check where a saved claim or finding came from.

Workspace

The broadest organizational area contains projects, chats, files, members, and shared settings.

Project

A focused collection of chats, sources, decisions, and actions for one outcome.

Knowledge Object

One reusable finding, such as an insight, decision, question, action, risk, or resource.

Context and Context Bundles

Context is the saved information supplied to a search, model, project, or integration for the current task. A context bundle is a temporary, source-labeled selection of that context prepared for one model or integration request.

Local

Stored or processed in the current browser profile or on the computer rather than a SecondMindOS cloud service.

Sync

Keep selected information aligned between approved locations or devices.

Backup

A recoverable snapshot can be previewed and restored later. Backup creation does not show live synchronization.

Connector

An integration connects SecondMindOS to another service. Saving connection settings establishes configuration; content moves only through the corresponding product operation.