Using Canopi
Step-by-step guides for the Canopi sidebar, in-page tools, and community features.
Quick map
| I want to… | Start here |
|---|---|
| Understand every sidebar tab | Sidebar tabs |
| Select text on a page and take action | Widget modal |
| Attach a discussion to specific page content | Context anchors |
| Use Discuss, Bookmark, React, etc. on content | Smart tags |
| See who someone is / add friends | Profiles & hover card |
| Switch communities | Profiles & communities |
Documentation coverage audit
What is documented on this site vs what was missing before this section:
| Feature | Status | Guide |
|---|---|---|
| Install extension & sign in | Documented | Extension |
| Sidebar tab ribbon & Manage tab | New | Sidebar tabs |
| Discuss tab (feed, compose, filters) | New | Sidebar tabs § Discuss |
| Visibility tab (presence on page) | New | Sidebar tabs § Visibility |
| Rooms tab | New | Sidebar tabs § Rooms |
| People tab (friends, follow, block) | New | Sidebar tabs § People |
| Agent tab (AI page assistant) | New | Sidebar tabs § Agent |
| Timelines tab | New | Sidebar tabs § Timelines |
| Bookmarks tab | New | Sidebar tabs § Bookmarks |
| Patches tab | New | Sidebar tabs § Patches |
| Wayback tab | New | Sidebar tabs § Wayback |
| Settings tab | New | Sidebar tabs § Settings |
| Vault (profile menu) | New | Sidebar tabs § Vault |
| Smart tags (Discuss, Bookmark, React…) | New | Smart tags |
| In-page widget modal | New | Widget modal |
| Context anchors (text & image) | New | Context anchors |
| Proximity badges on page | New | Context anchors § Display |
| User hover modal (avatar card) | New | Profiles & hover card |
| Community switching | New | Communities |
| Unified message compose modal | New | Context anchors § Compose |
| Anchor display modes (header) | New | Context anchors § Display |
| Web embed for site owners | Documented | Embed quick start |
| Build custom sidebar tabs | Documented | Sidebar Tab SDK |
Still internal-only (not end-user docs)
- Engineering SOT:
docs/planning/CONTEXT_ANCHOR_PLAN.md - Smart tag registry / API schema:
docs/SMART_TAG_DEFINITIONS.md - Tab SDK implementation:
docs/TAB_BUILDER_GUIDE.md - Video/audio anchors (planned v1.1+)
- Bridge / Task / Quote / Question composer tags (UI visible, mostly Coming soon)
Typical first session
- Install the extension → Extension guide
- Sign in and pick a community → Communities
- Open Discuss on any page → read or post
- Select a sentence on the page → use the widget modal → Discuss
- Hover an avatar → User hover modal → Add Friend or Message