📚 Official User Guide

Welcome to Chaptera

Your complete guide to reading smarter. From uploading your first book to mastering AI-powered study tools — everything you need, step by step.

📖 12 chapters 🎯 Task-based instructions ⌨️ Keyboard shortcuts included 🤖 AI features covered
🚀

Getting Started

Create your account, pick a plan, and get familiar with the Chaptera interface.

👤 Creating Your Account

Signing up for Chaptera takes under a minute. Here's how:

  1. Open your browser and go to chaptera.io.
  2. Click the Sign Up button in the top-right corner.
  3. Choose to sign up with Google or your email address.
  4. If using email, check your inbox for a verification link and click it to confirm your account.
  5. Set your display name and optional profile photo on the welcome screen.
  6. You'll land on your My Books library — you're ready to go!
💡
TIP If you signed up with Google, your account is verified instantly — no email check needed.

💳 Choosing Your Subscription Plan

Chaptera offers four plans. You can start free and upgrade at any time from Settings → Subscription.

Free
$0/mo
5 books in library · 5 AI questions/day · All 4 reading modes · Highlights & notes
Plus
$9.99/mo
25 books · 30 AI questions/day · 15 PDF conversions/mo · AI summaries & quizzes · Text-to-speech · Vocabulary builder
Pro
$13.99/mo
250 books · Unlimited AI chat & study tools · 50 PDF conversions/mo · Character/Plot/Concept tools · Academic tools
Team
$16/user
Min 3 users · Everything in Pro · Shared annotations · Group AI chat · Admin dashboard · 50 conversions/month

🗺️ Tour of the Interface

Chaptera has three main areas you'll use every day:

  • My Books (library view) — your home base. All your uploaded books appear here as cards or a list. The search bar at the top lets you find any book instantly.
  • Reader — opens when you click a book. EPUB and PDF books each have their own reading experience with a toolbar at the top and optional side panels on the right.
  • Analytics (/analytics) — your personal reading dashboard. Streaks, heatmaps, reading goals, and achievements all live here.
⌨️
TIP — Quick Library Search Use the search bar at the top of My Books to instantly filter your library by title, author, or keyword.
1

Building Your Library

Upload books, organize them your way, and keep your metadata tidy.

⬆️ Uploading Books

📘 Uploading EPUB files

  1. From My Books, click the Upload button (top-right, with a cloud icon).
  2. Drag and drop your .epub files directly onto the upload zone, or click Browse files to pick them from your computer.
  3. You can upload up to 10 files at once. Each file can be up to 100 MB.
  4. Watch the progress bar for each file — uploads that finish successfully show a green checkmark.
  5. Chaptera will start processing and indexing your book automatically (see below).

📄 Uploading PDF files

  1. Click Upload, then select your .pdf file(s). The process is identical to EPUB uploads.
  2. PDFs take slightly longer to index because Chaptera extracts text, detects columns, and extracts figures automatically.
  3. You'll receive an in-app notification when processing completes.
📁
SUPPORTED FORMATS Chaptera supports EPUB (.epub) and PDF (.pdf) files. Other formats (MOBI, AZW, DOCX) are not supported at this time.

⏳ What happens after upload

After you upload a file, Chaptera runs it through several automatic steps in the background:

  • Text extraction — reads all the text from each page or chapter
  • AI indexing — creates embeddings so the AI can answer questions about the book
  • Figure extraction — identifies and saves images and diagrams (PDFs)
  • Metadata detection — tries to auto-fill title, author, and cover image

The time depends almost entirely on page count: a short EPUB is ready in a couple of minutes, while a large illustrated textbook can take considerably longer. Chaptera shows an estimate for your specific book when you upload it — that estimate is the one to trust, not a fixed figure. The book card shows a spinning indicator while processing. You can start reading immediately; search and AI answers switch on when indexing finishes, and questions about diagrams and charts work once the book's images have been described, which continues for a while after the book first becomes readable. See How your books are processed for what each stage does and why.

💡
TIP — Batch Uploads Select multiple files at once in the file picker by holding Shift or Cmd while clicking. Chaptera queues and processes them one by one.

🗂️ Organizing Your Library

Grid, List, and Table views

Use the view toggle (top-right of My Books) to switch how your books are displayed:

  • Grid view — shows cover images in a visual gallery. Best for browsing.
  • List view — shows books as rows with title, author, and progress. Best for large libraries.
  • Table view — spreadsheet-style with sortable columns. Best for metadata review.

Sorting and filtering

  • Click the Sort dropdown to sort by Recently Added, Title A–Z, Author, or Reading Progress.
  • Use the Filter button to show only books by format (EPUB/PDF), processing status, or collection membership.

Editing book metadata

  1. Hover over a book card and click the three-dot menu (⋯), then choose Edit Metadata.
  2. Update the Title, Author, and Description fields as needed.
  3. To change the cover image, click Change Cover and upload a JPEG or PNG (recommended 600×900 px).
  4. Click Save — changes appear immediately in your library.

🗃️ Creating Collections

Collections work like folders — group books by subject, course, or reading project.

  1. In My Books, click Collections in the left sidebar, then New Collection.
  2. Type a name (e.g., "Machine Learning", "Book Club") and choose an optional emoji icon.
  3. To add books, open the three-dot menu on any book card → Add to Collection → select one or more collections.
  4. Click a collection name to filter your library view to just those books.

Deleting books

  1. Open the three-dot menu on the book card → Delete.
  2. Confirm the deletion in the popup. This cannot be undone — all annotations and AI-generated content for that book will also be removed.
⚠️
WARNING Deleting a book permanently removes all highlights, notes, bookmarks, quiz results, and flashcards associated with it. Export your annotations first if you want to keep them.
2

Reading EPUB Books

Navigate chapters, adjust fonts, and make the reading experience your own.

🧭 Navigating Pages

Click a book in your library to open it in the EPUB reader. Use any of these methods to move through the book:

  • Arrow buttons — the left (←) and right (→) arrows on screen flip pages.
  • Progress bar — the slim bar at the bottom of the reader shows your position. Click anywhere on it to jump to that location.
  • Table of Contents — click the TOC icon (≡) in the toolbar to open a chapter list. Click any chapter to jump there instantly.
  • Page input — click the page number display in the toolbar and type a target location.

Keyboard shortcuts

Next page Space
Previous page Shift+Space
Next page (arrow) →
Previous page (arrow) ←
Open Table of Contents T
Search in book Ctrl+F
Clear search / citation highlight Esc
Close reader / back to library Esc
Toggle sidebar S

🖥️ Display Settings

Font size

Use the A− and A+ buttons in the reader toolbar to decrease or increase font size. Your preference is saved per book.

Themes

Click the Theme icon (☀ / 🌙) in the toolbar to switch between:

  • Light — white background, dark text (default)
  • Dark — dark background, light text (great for night reading)
  • Sepia — warm tan background, softer on the eyes for long sessions

Advanced Display Settings

Click the Display Settings panel (the sliders icon ⊟ in the toolbar) to access more options:

  • Font family (Sans-Serif, Serif, Monospace, Dyslexia-Friendly)
  • Font weight (Light → Bold)
  • Letter spacing and line height
  • Text column width (Narrow, Normal, Wide, Full)
  • Paragraph spacing
⭐
PRO TIP A text width of 60–75 characters per line is considered optimal for reading speed and comprehension. Use the "Normal" or "Narrow" width setting to stay in that range.
3

Reading PDF Books

Navigate, zoom, and get the most out of your PDF books.

🔍 Zoom Controls

PDF books display page by page. Use the zoom controls in the top toolbar:

  • Fit to Page — shows the full page in the viewport (default).
  • Fit to Width — stretches the page to fill the reader width.
  • Custom % — type a percentage (e.g., 125%) in the zoom input box for precise control.
  • + / − buttons — zoom in or out in 10% increments.

Navigating to a specific page

  1. Click the page number display in the toolbar (e.g., "Page 12 of 347").
  2. Type the target page number and press Enter.

📱 Two Reader Layouts — Phone, Tablet, Desktop

Chaptera's reader comes in two shapes. On wide screens you get the full layout: navigation on one side, AI tools on the other, the book in the middle. On phones, most tablets, and narrow windows you get the compact layout: a bar along the bottom with Read, Navigate, AI and Settings tabs that open slide-up sheets.

Chaptera picks the layout automatically based on how wide your window is. If it guesses wrong, override it: Settings tab → Layout → Reader layout — available from both layouts, so you can never get stuck.

FeatureCompact (phone)Full (desktop)
Reading, page turning, table of contents✓✓
Text selection: highlight, note, copy, define✓✓
In-book search✓✓
Bookmarks (view and create)✓✓
AI Chat with source citations and figure references✓✓
Summaries, quizzes, flashcards (chapter-aware)✓✓
Character analysis and key concepts✓✓
Semantic search✓✓
Reading modes: focus, bionic, speed reading✓✓
All six themes, typography and layout settings✓✓
Study guide generation✓✓
Figure Gallery✓✓
Vocabulary Manager✓✓
Plot timeline and mind map✗ Needs a large screen✓
AI image generation✗✓
Command palette✗ Keyboard-centric✓
Reading analytics panel✗✓

Almost everything works identically in both layouts — including highlighting, AI chat with tappable source citations, quizzes, study guides, the figure gallery, the vocabulary manager, reading modes and all six themes. The few remaining ✗ rows are tools that genuinely need a large screen and stay in the full layout on purpose. On the compact layout, study guides and vocabulary live in the AI tab, and the figure gallery lives in the Navigate tab.

⚖️ PDF vs EPUB — Key Differences

FeaturePDFEPUB
Reflowable text✗ Fixed layout✓ Adapts to screen
Font customization✗ Limited✓ Full control
Reading modesPartial✓ All modes
Figure Gallery✓ Extracted automatically✗
AI Chat & Summaries✓✓
Highlights & Notes✓✓
💡
TIP — Convert for Better Reading If a PDF has extractable text (not scanned images), you can convert it to EPUB for the full reading experience. See Chapter 11 for how.
4

Personalizing Your Reading

Powerful reading modes and fine-grained display controls to match your needs.

🎛️ Reading Modes

Normal Mode

The default reading experience. Standard text rendering with no modifications. Use this as your baseline.

Bionic Reading

Bionic Reading bolds the first few letters of each word, guiding your eyes to read faster by anchoring to key visual fixation points.

  1. Open the Reading Modes panel from the toolbar (the eye icon 👁).
  2. Click Bionic Reading to enable it.
  3. Adjust the Intensity slider (1–5) — higher values bold more letters per word.
💡
TIP Start at intensity 2 or 3 and adjust based on your reading speed. Many readers find that intensity 2 provides the best balance between speed and comfort.

Dyslexia-Friendly Mode

Switches the font to OpenDyslexic — a typeface specially designed to improve readability for readers with dyslexia. Letter spacing and line height are also increased automatically.

Focus Mode

Dims the header, sidebar, and toolbar to give you a distraction-free reading surface. Press F to toggle Focus Mode on or off, or find it in the Reading Modes panel.

Speed Reading (RSVP)

Rapid Serial Visual Presentation (RSVP) flashes one word at a time in the center of the screen at a speed you control.

  1. Open the Reading Modes panel and click Speed Reading.
  2. Set your target Words Per Minute (WPM). Beginners start at 250 WPM; experienced readers often use 400–600 WPM.
  3. Click the Play button to begin. Use Space to pause and resume.
  4. The reader automatically pauses at punctuation and paragraph breaks.
⚠️
WARNING Speed reading reduces comprehension at very high speeds. Start slow (200–300 WPM) and build up gradually. Don't sacrifice understanding for speed.

🎨 Display Customization

Open the Display Settings panel (⊟ icon in the toolbar) to fine-tune your reading experience:

SettingOptionsRecommended
Font FamilySans-Serif, Serif, Monospace, OpenDyslexicSans-Serif for general reading
Font WeightSlider: Light → Regular → BoldRegular (center position)
Letter SpacingSlider: Tight → Normal → WideNormal
Line HeightSlider: Compact → Normal → RelaxedRelaxed for long sessions
Paragraph SpacingSlider: None → Normal → LargeNormal
Text WidthNarrow, Normal, Wide, FullNormal (70 chars/line)
ℹ️
NOTE Display settings are saved per book, so you can have different settings for a novel vs. a textbook vs. a technical document.
5

Highlighting and Annotating

Mark up your books, add notes, and create a personal knowledge base.

🖊️ Highlighting Text

  1. Click and drag to select any text in the reader. A small toolbar appears above your selection.
  2. Click a color dot to apply a highlight in that color.
  3. The highlight is saved instantly and will appear every time you return to this page.

Available highlight colors

Yellow
Green
Blue
Purple
Red
Orange
⭐
PRO TIP — Color Coding System Create your own color system: Yellow = key definitions, Green = important concepts, Blue = quotes, Purple = questions to explore, Red = action items.

On a phone or tablet: two toolbars, two jobs

On a touch device, long-press a word to start a selection, then drag the handles to extend it. Two toolbars appear — this is expected:

  • Next to your selection: your browser's own menu (Copy, Share, Select All…). Every website shows this — it belongs to your phone, not the app, and it handles plain copy-and-paste.
  • At the bottom of the screen: the app's toolbar — highlight colors, Note, Summarize and the other AI actions. Everything you'd do with the book lives here.
💡
Why both? Phones always show their own menu when text is selected and don't let websites hide it. Rather than fight it for the same spot, the app's toolbar keeps to the bottom edge — near your thumb — so the two never cover each other.

🔖 Notes, Bookmarks, and Annotations

Adding a note to a highlight

  1. Select text and apply a highlight color as above.
  2. Click the pencil icon ✏️ in the selection toolbar (or click the highlight itself).
  3. Type your note in the text box that appears.
  4. Click Save Note — a small note indicator (✏) appears on the highlight.

Creating bookmarks

  1. Click the bookmark icon 🔖 in the reader toolbar to bookmark the current page.
  2. Optionally, add a label (e.g., "Stopped here" or "Chapter 5 key scene").
  3. Milestones are auto-created at 25%, 50%, and 75% of any book.

Viewing and managing annotations

  1. Click the Annotations tab in the right sidebar (the speech bubble icon).
  2. Use the filter buttons at the top to show only highlights, notes, or bookmarks.
  3. Click any annotation to jump to its location in the book.
  4. Hover an annotation and click Edit or Delete from the options that appear.

Exporting annotations

  1. In the Annotations sidebar, click the Export button (download icon).
  2. Choose format: Markdown, Plain Text, or CSV.
  3. Your annotations download as a file you can import into Notion, Obsidian, or any note-taking app.
6

Using AI Features

Chaptera's AI tools are built into your reader — available the moment you need them, invisible when you don't.

💬 AI Chat

The AI Chat panel lets you have a conversation with your book — or with your entire library.

  1. In the reader, click the AI Chat tab in the right sidebar.
  2. Type any question in the chat input. For example: "What are the main arguments in Chapter 3?" or "Explain the concept of cognitive load in simple terms."
  3. The AI responds with an answer grounded in the book's text. Citations appear as highlighted passages you can click to jump to the source. To clear the highlight afterwards, press Esc, tap Dismiss next to the message's sources, or (in EPUB books) simply navigate to a different chapter — it clears itself.
  4. Use Library Chat (toggle at the top of the panel) to ask questions across all your uploaded books simultaneously.
ℹ️
NOTE — Daily Question Limits Free: 5 questions/day · Plus: 30/day · Pro: Unlimited. Limits reset at midnight UTC. Check your remaining quota at the bottom of the chat panel.
💡
TIP — Better AI Answers Be specific in your questions. Instead of "What is this about?", try "What does the author argue in the introduction about the relationship between attention and memory?"

📝 Generating Summaries

  1. Open the AI Generation tab in the reader sidebar.
  2. Click Summarize from the Quick Actions bar, or select text first for a passage summary.
  3. Choose your scope: Selection, Current Chapter, or Full Book.
  4. Choose a length: Short (1–2 paragraphs), Medium (3–5), or Long (detailed).
  5. Choose a pedagogical approach: Key Concepts · Main Arguments · Real-World Application · Critical Analysis · Narrative Flow · Study Review.
  6. Click Generate. The summary appears in the panel within 10–30 seconds.

🧠 Creating Quizzes

  1. From the AI Generation tab, click Generate Quiz (or select a passage first for a targeted quiz).
  2. Choose the scope — Selection, Chapter, or Full Book.
  3. A quiz of multiple-choice and short-answer questions is generated based on the content.
  4. Click Take Quiz to start. For each question, choose your answer and click Submit to see if you were right.
  5. At the end, you see your score and explanations for any incorrect answers.
  6. Access your quiz history from the AI Study Tools tab → Quiz History.

🃏 Creating Flashcards

  1. Highlight a passage or open the AI Generation tab, then click Flashcards.
  2. Chaptera generates a set of question–answer cards from the selected content.
  3. Click Study Now to enter the flashcard study session.
  4. For each card, read the question, think of your answer, then flip the card to see the answer.
  5. Rate your recall: Hard, Good, or Easy. Chaptera uses the SM-2 spaced repetition algorithm to schedule the next review.
  6. Cards rated "Hard" reappear sooner; "Easy" cards are reviewed less frequently.
⭐
PRO TIP — Daily Review Habit Study your due flashcards for just 10 minutes each day. Spaced repetition is scientifically proven to be the most efficient memorization method. Your due-card count resets daily and is shown on the My Books dashboard.

📚 Study Guides

  1. From the AI Generation tab, click Study Guide.
  2. Choose scope: Current Chapter or Full Book.
  3. Select sections to include: Overview, Key Concepts, Summary by Section, Vocabulary, Discussion Questions.
  4. Click Generate Study Guide. The guide is created and saved under the AI Study Tools tab → Study Guide Viewer.
  5. The guide has its own progress tracking — check off sections as you work through them.

On the compact layout (phones and narrow windows), open the AI tab → Study Guides: the same list, creation wizard and viewer, in the slide-up sheet.

🔬 AI Study Tools Pro

These advanced tools are available to Pro and Team subscribers in the AI Study Tools tab.

Character Tracker (Fiction)

Automatically extracts character profiles from fiction, including name, role, traits, key scenes, and relationships. Great for complex novels with large casts.

  1. Open the AI Study Tools tab → Character Tracker.
  2. Click Extract Characters. Processing takes 30–60 seconds.
  3. Browse character cards; click any character to jump to their first appearance in the book.

Plot Timeline (Fiction)

Generates a chronological timeline of major events from the story. Click any event to jump to the relevant passage.

Concept Extraction (Non-Fiction)

Identifies and explains the key ideas, terms, and frameworks in a non-fiction book. Each concept includes a definition, context, and supporting passages.

7

Figure Gallery

Browse and navigate to all extracted figures and images from your PDF books.

🖼️ Using the Figure Gallery

The Figure Gallery is available for PDF books and provides a visual index of all images, diagrams, charts, and illustrations automatically extracted from the PDF.

  1. Open any PDF book in the reader.
  2. Click the Gallery icon 🖼️ in the reader toolbar (top row).
  3. The Figure Gallery opens as a panel showing thumbnail previews of all extracted figures, with their page number below each one.
  4. Click any thumbnail to jump directly to that page in the reader — the figure will be centered in view.
  5. Use the search box at the top of the Gallery to filter figures by page range or caption text (if captions were detected).

On the compact layout (phones and narrow windows), the gallery lives in the Navigate tab → Figures; tapping a figure closes the sheet and jumps the reader to it.

You can also ask the AI about a figure by what it shows — for example “which figure shows the area between two curves?” — rather than only by its label. This works once Chaptera has described the book’s images, which happens after the book first becomes readable and can continue for a while on an illustrated textbook. Until it finishes, figure questions may return nothing even though the Gallery already shows the images; the library card marks a book that is still being described. See How your books are processed.

ℹ️
NOTE The Figure Gallery is only available for PDF books where processing has completed. EPUB books with inline images use the book's native image display instead.
8

Listening to Your Books

Turn any book into an audio experience with Chaptera's Read Aloud feature.

🔊 Read Aloud

Read Aloud generates high-quality audio narration for your books. The text is highlighted word-by-word in sync with the audio.

  1. In the reader toolbar, click the headphones icon 🎧 to open the Read Aloud player.
  2. Click the Play ▶ button to start narration from the current position.
  3. Use the speed control (0.5×, 0.75×, 1×, 1.25×, 1.5×, 2×) to adjust playback speed.
  4. Click Pause at any time — the reader remembers your position.
  5. Words are highlighted in real time as they are spoken, making it easy to follow along.
ℹ️
NOTE — Character Quotas Audio generation consumes characters from your daily quota. Free: 5,000 chars/day · Plus: 50,000 chars/day · Pro: 200,000 chars/day. An average novel chapter is ~20,000 characters. Your quota is shown in Settings → Read Aloud.
💡
TIP Read Aloud is great for commutes and exercise. Open Chaptera on your phone and listen while you're on the move. The audio continues even if you lock your screen.
9

Tracking Your Reading

Understand your reading habits and stay motivated with streaks, goals, and achievements.

📈 Reading Progress

Chaptera tracks your progress automatically — just read, and it handles the rest.

  • Automatic tracking — reading position is saved every few seconds. Close a book and reopen it to pick up exactly where you left off.
  • Progress percentage — shown on each book card in your library and on the progress bar inside the reader.
  • Continue Reading shelf — the top section of your My Books page shows your most recently read books, sorted by last-read time.

📊 Analytics Dashboard

Go to chaptera.io/analytics (or click Analytics in the main navigation) to see your full reading picture.

What's on the dashboard

  • Reading Streak — consecutive days you've opened Chaptera and read for at least 1 minute. A flame 🔥 indicates your current streak.
  • Reading Heatmap — a GitHub-style calendar showing reading activity intensity for every day of the past year.
  • Books Completed — total count with a chart over time.
  • Pages / Minutes Read — weekly and monthly totals.
  • Goals — set a monthly target (books, pages, or minutes) and track progress with a circular progress indicator.
  • Achievements & Badges — unlock milestones like "Read 10 books", "7-day streak", "Night Owl" (read after 10 PM), and more.

Setting a reading goal

  1. In the Analytics dashboard, click Set Goal next to the Goals section.
  2. Choose your goal type: Books this month, Pages per day, or Minutes per day.
  3. Enter your target number and click Save Goal.
  4. Your progress toward the goal is updated in real time as you read.

Exporting your analytics

  1. Scroll to the bottom of the Analytics page and click Export Data.
  2. Choose format: CSV (for spreadsheet analysis) or JSON (for developers).
  3. The file downloads with daily reading sessions, book progress, and achievement timestamps.
10

Vocabulary Builder

Look up words as you read and build a personal vocabulary list with spaced repetition.

🔤 Looking Up Words

  1. Double-click any word in the reader. A definition popup appears instantly with the word's meaning, pronunciation, and example sentence.
  2. Click Save to Vocabulary to add the word to your personal vocabulary list.
  3. Saved words are tagged with the book they came from for context.

📖 Studying Vocabulary

  1. Go to chaptera.io/vocabulary or click Vocabulary in the main navigation.
  2. Your words are organized by mastery level: New → Learning → Familiar → Mastered.
  3. Click Study Now to begin a flashcard-style vocabulary review session. Rate each word as Hard/Good/Easy — the SM-2 algorithm schedules your next review.

Inside the reader you can open the Vocabulary Manager without leaving the book: on the full layout via the dictionary icon, and on the compact layout via the AI tab → Vocabulary.

Exporting vocabulary

  1. In the Vocabulary page, click Export.
  2. Choose CSV (word, definition, mastery level, source book) or JSON (full data including review history).
  3. Import the CSV into Anki, Quizlet, or any other flashcard app.
💡
TIP Review due vocabulary words every morning before you start reading. Even 5 minutes a day compounds into thousands of words retained over a year.
11

Converting PDFs to EPUB

Unlock the full reading experience for PDF books by converting them to reflowable EPUB.

🔄 Why Convert?

PDFs have a fixed layout — text doesn't reflow when you change font size or switch devices. Converting to EPUB gives you:

  • Full font and display customization
  • All reading modes (Focus Mode, Bionic Reading, Speed Reading, Dyslexia-Friendly)
  • Better AI Chat accuracy (chapter-aware context)
  • Smoother reading on mobile screens

⚙️ Starting a Conversion

  1. From your library, hover over a PDF book card and open the three-dot menu → Convert to EPUB.
  2. Chaptera shows a PDF quality analysis: whether the PDF has extractable text or requires OCR (scanned images).
  3. Review any conversion warnings (e.g., complex table layouts, mathematical formulas, or scanned pages that may reduce quality).
  4. Click Start Conversion to queue the job. The conversion dialog shows a time estimate for your PDF before you confirm; it is driven by page count, because every page is read.
  5. You'll receive an in-app notification when the EPUB is ready. It appears in your library as a linked version of the original PDF.
ℹ️
NOTE — Conversion Quotas Free: 5/month · Plus: 15/month · Pro: 50/month. Each conversion uses one quota regardless of PDF size.

Cross-format sync

When a PDF and its converted EPUB are linked, Chaptera keeps your reading position synchronized between both versions. If you read to page 85 of the PDF, opening the EPUB will jump to the equivalent location automatically.

⚠️
WARNING Conversion cannot proceed if the PDF is password-protected. Remove the password protection first using your PDF viewer, then re-upload the unlocked file.
12

Your Profile and Privacy

Control what you share, manage your subscription, and download your data.

👤 Setting Up Your Public Profile

Your public profile at chaptera.io/u/username is optional and entirely controlled by you.

  1. Go to Settings → Profile.
  2. Set a username (3–30 characters, letters and numbers only). This becomes your public URL.
  3. Add an optional bio and profile photo.
  4. Use the Privacy toggles to choose what is publicly visible.

Privacy controls

DataDefaultCan be hidden
Reading stats (books read, streak)Private✓
Currently readingPrivate✓
Reading shelves (Want to Read, etc.)Private✓
Highlights and notesAlways privateN/A
AI conversationsAlways privateN/A

💳 Managing Your Subscription

  1. Go to Settings → Subscription.
  2. See your current plan, renewal date, and payment method.
  3. Click Upgrade Plan to switch tiers. The change is immediate and prorated.
  4. To cancel, click Cancel Subscription. You keep access until the end of your billing period.

📥 Downloading Your Data

  1. Go to Settings → Privacy → Download Your Data.
  2. Click Request Data Export. Chaptera prepares a ZIP archive.
  3. You'll receive an email with a download link within 24 hours. The link expires in 7 days.
  4. The archive includes: your uploaded books (original files), annotations, AI-generated content, vocabulary lists, and analytics data.
13

Social Features

Read together, share what you discover, and stay connected with fellow readers.

👤 Your Public Profile

Your profile is private by default. Go to Settings → Public Profile to make yourself discoverable.

  1. Set a username — availability is checked live as you type. This becomes your permanent URL at chaptera.io/u/username.
  2. Add a display name and an optional bio.
  3. Toggle Make profile public ON and save.

Privacy controls

Once your profile is public, five independent toggles let you decide exactly what visitors see:

ToggleWhat it showsDefault
Make profile publicMaster gate — hides everything if offOff
Show reading statsBooks read, streaks, reading level, speedOn
Show book shelvesYour public collectionsOn
Show recent activityReading activity feedOn
Show reading goalsAnnual book target and progress barOff
💡
TIP — Preview before you share Use the eye icon next to your profile URL in Settings to see exactly how your profile looks to other users before sharing the link.

🤝 Friends

Find readers with shared interests and connect — friends see each other's activity feed and can collaborate on shared reading lists.

Adding a friend

  1. Open Social Hub → Friends → Find People.
  2. Search by username or display name.
  3. Click Add Friend — they receive a friend request notification.

Managing requests

  1. Open Social Hub → Friends → Pending to see incoming requests.
  2. Accept to connect or Decline to dismiss.
  3. To remove a friend, use the overflow menu on their card in your friends list.
  4. To block someone, open their profile and use the block option. Blocked users cannot see your profile or send you requests.

📰 Friend Activity Feed

The Feed tab in Social Hub (the default view) shows a live stream of what your friends are reading and doing — no manual posts required.

What appears in the feed

EventTriggered when
📖 Started a bookA friend begins reading a new title
✅ Finished a bookA friend reaches 100% progress
⭐ Added a ratingA friend logs a rating in their reading log
📋 Created a reading listA friend creates a new shared list
🏆 Joined a challengeA friend starts a reading challenge
ℹ️
Privacy note Feed events are only visible to mutual friends. Activity is never shown to the public or to users who are not in your friends list.

📚 Reading Status

Track where each book stands in your reading journey. Status updates happen on the book card in My Books.

  1. On any book card, open the ⋮ menu → Reading Status.
  2. Pick a status from the list:
StatusMeaning
📌 Want to ReadOn your to-read list
📖 Currently ReadingActive book
✅ FinishedCompleted — counts toward your annual goal
⏸ PausedOn hold, intend to return
🚫 Abandoned / Did Not FinishStopped reading

The update is reflected immediately on the card and emits an event to your friend feed when you start or finish a book.

🎯 Annual Reading Goal

Set a target number of books to finish this year and track your progress.

  1. Open Social Hub → Stats card and set your target for the year.
  2. Every book you mark as Finished increments your progress automatically — no manual logging needed.
  3. To show your goal on your public profile, go to Settings → Public Profile → Show reading goals → ON.

Visitors to your public profile see a Goals tab with a progress bar, books-remaining count, and a "Goal reached! 🎉" celebration when you hit your target.

🗂️ Public Book Shelves

Share curated collections on your public profile. Shelves are private by default — you opt each one in individually.

  1. In My Books → Collections, create or edit a collection.
  2. Toggle Public shelf — visible on your profile ON.
  3. Save. The shelf now appears under the Shelves tab on your public profile.
💡
TIP The Show book shelves toggle in Settings controls whether the Shelves tab appears on your profile at all. Individual shelves also need their own Public shelf switch turned on — both must be true for a shelf to be visible.

📋 Shared Reading Lists

Turn any of your collections into a shareable reading list that others can discover, follow, and discuss.

Creating a list

  1. Open Social Hub → Lists tab.
  2. Click Create list in the header.
  3. Pick one of your existing collections to share.
  4. Configure three options and click Create:
OptionWhat it does
DiscoverableAppears in the public discovery feed so anyone can find it
CollaborativeMembers can add books to the list
Allow commentsMembers can discuss books in the comments section

Discovering lists

The Lists tab shows discoverable lists from all users. Click View on any card to open the detail page — you'll see the owner, member chips, book and member counts, and a threaded comments section.

🏛️ Book Clubs

Read and discuss books together in a dedicated space. Clubs have their own activity feed and a live presence indicator.

Creating a club

  1. Open Social Hub → Clubs tab → Create Club.
  2. Set a name, description, and choose Public (anyone can join) or Private (invite only).
  3. Share the invite link from the club card to bring in members.

Club activity feed

Inside a club, an activity feed shows highlights, reading progress milestones, and finished-book events from all members in real time.

🟢
Live badge A green Live badge appears on a club card whenever any member has been active in the last 10 minutes.

🏆 Reading Challenges

Set personal reading challenges for specific books to keep your pace on track.

  1. Open Social Hub → Challenges tab → Create Challenge.
  2. Enter the Book ID and choose a challenge type:
TypeHow it works
Finish by dateComplete the book before a target date
Daily %Read a set percentage of the book per day
Weekly %Read a set percentage of the book per week

Auto-completion: when your reading progress reaches 100%, the challenge is automatically marked Completed — no action needed on your part.

To abandon a challenge, use the overflow menu on the challenge card. Abandoned challenges are hidden from the default view but accessible via the status filter dropdown.

✨ Annotation Visibility

Control who can see each annotation the moment you create or edit it.

  1. Inside the reader, highlight text or open any annotation to bring up the Annotation Editor.
  2. Find the visibility pill in the bottom-left corner of the dialog:
OptionWho can see it
🔒 PrivateOnly you — default for all new annotations
👥 FriendsYou and your mutual friends
🌐 PublicAnyone — also appears in the Popular Annotations feed

The visibility setting is stored with the annotation and can be changed at any time by editing the annotation.

💡
TIP — Popular Annotations Public annotations from across all users appear in the Popular section of Social Hub. Only annotations you explicitly set to Public are shown there — Friends-only annotations are never surfaced to the general feed.
14

Working as a Team

Read the same books as your colleagues, assign reading, and ask the AI questions together in a conversation everyone can see.

🏢 What a Team account includes

A Team account groups people under one organization with shared administration and one bill. Everyone keeps their own library, their own highlights and their own reading history — a team adds things around that, it does not merge it.

What you getWho uses it
A team dashboard for members, groups and settingsOwner and admins
Assigned reading, with progress you can seeOwner and admins set it; everyone reads
Control over which AI features are available, per person, per group or per bookOwner and admins
Team conversations about a book, inside the readerEveryone
An audit trail of administrative actionsOwner and admins

Seats and billing

A Team account is billed by seat, with a minimum of three. You pay for whichever is larger: the minimum agreed for your account, or the number of people currently active in it. Adding a fourth person to a three-seat team increases the bill; adding a second does not.

📝
NOTE Removing somebody frees their seat from the next bill. Somebody who has been invited but has not accepted yet does not occupy a seat.

✉️ Joining a team

An administrator invites you, and you accept. That is the only way into a team — which means nobody can end up in your organization without somebody choosing to put them there.

  1. An administrator invites your email address. You receive an email saying who invited you and which team.
  2. Click Accept the invitation. If you are not signed in, sign in or create an account first — you will come straight back to the invitation afterwards.
  3. You will see You're in, and the team's shared features become available.
⚠️
IMPORTANT An invitation only works for the address it was sent to. If it was sent to [email protected] but you are signed in as [email protected], the page will tell you so and name both addresses — sign in with the invited one, or ask for a new invitation to the address you actually use. Forwarding an invitation to a colleague will not let them join.

Invitations expire after seven days, and each one can be used once. If yours has expired or has already been used, the page says which, and an administrator can send a new one.

💬 Team conversations about a book

A team conversation is one thread about a book that everybody in the team can read. Colleagues' questions appear as they ask them, each shown with the name of the person who asked, and the AI answers into the same thread.

  1. Open a book and go to the AI Chat tab in the panel on the right.
  2. At the top you will see Just me and My team. Choose My team.
  3. If nobody has started a conversation about this book yet, choose Start a team conversation.
  4. Ask your question. Your colleagues will see it, and the answer, next time they open the thread.

Switching between Just me and My team leaves each conversation as you left it. Your private chat is not affected by anything that happens in the team thread, and vice versa.

What a team answer reads — and what it never reads

This is the most important thing to know about team conversations, because it is the difference between them and your own chat.

In a team conversation, the AI…
Reads the book itselfYes
Reads your highlights and notesNever
Reads your collections and tagsNever
Reads your reading history or past chatsNever

Ask a team conversation about your own highlights and it will tell you plainly that it only read the book, and point you at your own chat. Ask the same question under Just me and it will answer from your highlights as usual. Nothing personal is quoted into a thread your colleagues can read.

⚠️
YOU NEED YOUR OWN COPY A team conversation answers from your copy of the book, so every person taking part needs that book in their own library. If a colleague starts a conversation about a book you do not have, you can read the thread but cannot ask questions in it — add the book to your library to join in. Team accounts do not yet share a single copy of a book between members.

What it costs

A question you ask in a team conversation counts as one AI question from your own allowance, exactly as it would in your private chat. Nobody else is charged for your question, and you are not charged for theirs.

If the assistant cannot answer — a temporary problem, for instance — your question still stays in the thread so a colleague can answer it, and nothing is deducted.

🛠️ The team dashboard

Owners and administrators manage the team from the team dashboard. Members do not need it — everything a member uses appears inside the reader and their own library.

TabWhat you do there
MembersSee who is in the team, invite people, change roles, remove people
GroupsSplit the team into smaller groups — a class, a department, a project
Assigned ReadingAssign a book with a target, and watch progress
Feature AccessTurn AI features on or off for a person, a group, or a particular book
SettingsCreate and revoke API keys
BillingSeats and subscription (owner only)

Roles

RoleCan do
OwnerEverything, including billing and the subscription
AdminManage members, groups, assigned reading and feature access
MemberRead, use the AI, and take part in team conversations

➕ Inviting people

  1. Open the team dashboard and choose Invite member.
  2. Enter the person's email address and pick their role — Member or Admin.
  3. Choose Send invitation. They will be emailed a link that is valid for seven days.

The invitation link is also shown to you, so you can share it another way if you prefer. If we could not send the email, the dialog says so plainly rather than claiming it went — share the link yourself in that case.

💡
TIP Invite people at the address they actually sign in with. The invitation is tied to that address, so someone invited at a work address cannot accept while signed in with a personal one.

Inviting somebody who is already in your team does nothing — they are told they are already a member, and their existing role is left alone. To change somebody's role, use Members rather than a new invitation.

👥 Groups and assigned reading

Groups divide a large team into smaller sets — a class, a department, a cohort. Anything you can assign or restrict for the whole team can usually be assigned or restricted for one group instead.

Assigning reading

  1. Go to Assigned Reading and choose Assign reading.
  2. Pick the book, then choose who it is for — the whole team, a group, or one person.
  3. Set a target: finish by a date, or a percentage per day or per week.

Progress appears against each person as they read, so you can see who has started and who has finished without asking.

Automatic assignment

Enrolment rules assign reading to people as they join, so a new colleague starts with the right books without anybody remembering to set them up. Rules can apply to everyone joining the team, or to everyone joining a particular group.

🔐 Controlling AI features

Feature Access lets you turn individual AI features on or off — for the whole team, for a group, for one person, or for one particular book. A feature turned off simply does not appear for the people it applies to, with a short note in its place rather than an error.

Common uses: turning off AI chat for a set text during an assessment, or limiting generation features for a group that should be reading rather than summarising.

⚙️ API keys

API keys

API keys let your own systems talk to Chaptera on behalf of your organization. A key is shown once, when you create it; store it somewhere safe, because it cannot be shown again. Revoke a key at any time from the same screen, and it stops working immediately.

⚠️
KEEP KEYS SECRET An API key acts for your whole organization. Never paste one into a message, a ticket or a shared document — create a separate key per system instead, so you can revoke one without disturbing the others.
💡

Tips & Tricks

Power-user features and hidden shortcuts to get the most out of Chaptera.

⚡ 10 Power-User Tips

Tip 01

⌨️ Master the Command Palette

Press Cmd/Ctrl+K while reading a book to open the Command Palette. Search for any feature, passage, or annotation by typing its name.

Tip 02

🎨 Use Color-Coded Highlights

Assign meaning to each highlight color and use them consistently across all your books. Your Annotations sidebar can filter by color to quickly find all your key definitions.

Tip 03

🤖 Ask the AI Before You Struggle

Stuck on a complex passage? Don't reread it 5 times — open AI Chat and ask "Can you explain this passage in simpler terms?" with the text selected.

Tip 04

📊 Set a Tiny Daily Reading Goal

A goal of just 10 pages per day adds up to 12+ books per year. Set a small goal in Analytics → Goals, and Chaptera will celebrate every day you hit it.

Tip 05

🃏 Generate Flashcards Chapter by Chapter

Don't wait until you finish a book. Generate flashcards after each chapter while the content is fresh. This dramatically improves long-term retention.

Tip 06

🔍 Use Library Chat for Research

Upload multiple books on the same topic, then use Library Chat to ask cross-book questions like "How do these three books differ on the concept of motivation?"

Tip 07

🔄 Convert Your PDFs Early

Right after uploading a PDF, kick off conversion to EPUB immediately. By the time you're ready to read, the EPUB will already be ready.

Tip 08

🌙 Switch to Dark + Sepia at Night

The Sepia theme in combination with a reduced font weight is the easiest on your eyes for late-night reading. Pair it with your device's Night Shift/Night Light mode.

Tip 09

📥 Export Annotations to Obsidian/Notion

Export highlights as Markdown and paste them directly into your note-taking system. Each highlight includes the book title and page reference automatically.

Tip 10

🔤 Double-Click Every Unfamiliar Word

Make it a habit: any word you're not 100% sure of, double-click and save it. After 6 months your vocabulary list becomes a personalized dictionary of your growth.

❓

Common Questions

Quick answers to the questions we hear most often.

❓ My book is stuck processing — what do I do?
Refresh the page — the estimate shown when you uploaded is the best guide to how long it should take. Large PDFs and image-heavy books take considerably longer than short EPUBs, and the card keeps its spinner until indexing finishes. Do not delete and re-upload just because it is taking a while: on a big textbook that discards work already done and starts the wait over. If the book is still not ready well past its estimate, try deleting and re-uploading; if the problem persists, contact support with the book title and upload time.
❓ The AI says I've reached my daily limit — when does it reset?
Daily AI question quotas reset at midnight UTC. If you're in UTC-5 (Eastern US), that's 7 PM local time. Your current quota and reset time are shown at the bottom of the AI Chat panel. Upgrading to a higher plan immediately increases your limit.
❓ My PDF conversion failed — what went wrong?
The most common reason is a password-protected PDF. Open the PDF in your system's PDF viewer, remove the password, save it, and re-upload. Other causes: the PDF is corrupted, or it consists entirely of scanned images without OCR text (contact support in this case — we may be able to process it manually).
❓ The Table of Contents isn't showing in the reader.
The TOC is built from the book's indexing data. If the book was just uploaded, indexing may still be in progress — wait for it to finish and refresh. For some EPUB files without an embedded TOC, Chaptera generates one from the chapter headings automatically; this can take a few minutes longer.
❓ Can I read my books offline?
Chaptera is a web application and requires an internet connection for AI features and syncing. However, if you've recently opened a book, your browser may cache the content for short offline sessions. A dedicated offline mode is on our roadmap.
❓ How do I cancel my subscription?
Go to Settings → Subscription → Cancel Subscription. You'll keep access to all paid features until the end of your current billing period. Your books, annotations, and data are preserved even after downgrading to the free plan (up to the free plan's upload limit).
❓ My highlights disappeared after an update.
Highlights are saved to our servers and should persist across updates. If highlights appear missing, try a hard refresh (Ctrl/Cmd+Shift+R). If they're still missing, contact support immediately with the book title — we can usually restore them from our backup systems.
❓ Why does Bionic Reading look different from other apps?
Chaptera's Bionic Reading implementation bolts onto EPUB rendering. The exact appearance can vary by font and EPUB structure. You can adjust the intensity (1–5) to find the setting that works best for you. At intensity 2, only the first 2 letters of each word are bolded, which many users find subtler and more readable.
❓ How accurate is the PDF-to-EPUB conversion?
For PDFs with clean, extractable text (most modern academic papers, reports, and e-books exported as PDF), conversion accuracy is very high. Complex two-column layouts, heavy math notation, and scanned documents have lower accuracy. The pre-conversion quality analysis shows you warnings before you proceed.
❓ Is my data secure? Who can see my books and highlights?
Your books and annotations are private by default — only you can see them unless you explicitly enable public sharing in your profile settings. Your AI conversations are never used to train AI models. Books are stored encrypted at rest in Google Cloud Storage. See our full Privacy Policy at chaptera.io/privacy.
🎉
YOU'RE ALL SET! You now know everything you need to get the most out of Chaptera. If you have questions not covered here, email us at [email protected]. Happy reading!