Overview & Installation

The Doti Chrome Extension brings the full power of Doti right into your browser - making it incredibly easy to search, act, and save knowledge while you work.

Whether you're in Salesforce, Google Docs, Notion, or any other web-based tool, Doti is now just a highlight away.

💡 Compatible with any Chromium-based browser (Chrome, Edge, Brave, etc.)

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Why Use the Extension?

Some teams (Finance, GTM, Sales, Legal) live in the browser far more than they do in Slack. For those users, Doti’s extension offers:

• Always-on access, pinned to your browser

• On-demand AI assistance, context-aware

• A lightweight but powerful interface for working with agents, knowledge, and tasks - no Slack required

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Two Interfaces: Modal + SidePanel

The extension offers two distinct but connected experiences:

1. Modal (Floating Contextual Menu)

• How it works: Appears when you highlight any text on a webpage

• Actions available:

  • 🔍 Search with Doti

  • 📝 Save as Memo

  • 🗣 Translate

  • 🧠 Summarize

  • ✏️ Rephrase

• Sticky behavior:

  • Can either stick next to your highlighted text

  • Or stay fixed to the right edge of the screen (configurable in settings)

• Trigger behavior: Clicking any action will launch the SidePanel to complete the task

⚡ Great for in-the-flow knowledge capture or just-in-time support.

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2. SidePanel (Full Doti Experience)

• How to open:

  • Triggered automatically from the Modal

  • Or launch manually using Cmd/Ctrl + Shift + P and/or by clicking Doti icon in the browser toolbar.

• What you can do:

  • Interact with your Agents

  • Ask questions and search across sources

  • Create or modify Dots

  • Perform all AI-enhanced actions (Summarize, Search, Draft, etc.)

• What If the Keyboard Shortcut Doesn’t Work?

  • If Cmd/Ctrl + Shift + P isn’t triggering the Doti SidePanel, you can manually configure the shortcut:

    • Go to chrome://extensions/shortcuts in your browser

    • Locate Doti - AI Assistant

    • Set or customize the “Open SidePanel” shortcut

Switching between agents is instant - just use the agent selection pane to choose the best AI for the task at hand.

🧠 The SidePanel is a full-featured Doti window that gives you everything you’d expect from Slack - and more.

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Core Capabilities

Feature	Description
🔍 Search Across Systems	Ask questions using your agents and data sources
🧠 GPT-Augmented Search	Get synthesized, AI-powered responses
📥 Create Memos	Highlight text → Save as Dot instantly
🔄 Rephrase & Translate	Language tools built into any site
🧾 Summarize Content	Get the key takeaways from any page, thread, or doc
🧩 Chat with Agents	Launch full Doti conversations without leaving your browser

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How to Install & Get Started

Install the Extension

Get it from the official Extension Store: 👉 Download Doti Extension

Pin to Toolbar

Once installed, pin it to your browser toolbar for quick access.

Configure Settings

Tailor your experience in seconds:

• Theme: Light or Dark mode

• Modal Stickiness: Choose between anchored or fixed view

• Chat History: Decide if Doti saves SidePanel conversations

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Example Use Cases

Situation	Doti Can Help
Browsing a long support ticket	Summarize it instantly
Reviewing a deal in Salesforce	Ask Doti to search related Slack threads
Reading a Notion update	Save a section as a team Dot
Viewing a customer email	Rephrase or translate key paragraphs
On a finance dashboard	Ask your GTM agent: “What’s ARR growth this quarter?”

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Summary

Feature	Benefit
Always-On Access	Available across all tabs
Slack-Free Experience	Ideal for browser-native teams
Modal + SidePanel	Quick actions + full conversations
Fully Integrated	All agents, Dots, and data sources work
Customizable	Tailor layout, behavior, and data preferences

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💡 Doti's Chrome Extension is your knowledge copilot in the browser - there when you highlight, smart when you ask, and fast when you need it most.

Would you like follow-up docs on advanced keyboard shortcuts, agent switching in the extension, or installing for your team org-wide?