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Pinning knowledge tells the agent where to look. Pin a whole context (for example an HR handbook) or individual items (specific documents) to a conversation, and the agent’s searches focus on what you pinned. The terms context and item are defined in Core concepts.

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Pin knowledge to a conversation

Pinning knowledge: ＋ → Add knowledge opens the Add Context & Items picker — select an item and it appears as a chip above the composer.

1

Open the knowledge picker

Click ＋ in the composer and choose Add knowledge (“Pin contexts or items for this chat”).
2

Pick contexts or items

Browse or search the contexts you have access to. Select a whole context to pin everything in it, or open a context and pick individual items.
3

Check the chips

Pinned contexts and items appear as chips under the message box. Click a chip’s × to unpin it. The pins stay with the conversation — they apply to every message you send in it.
Some agents run with a managed context: “This agent only searches contexts and items you add to this session.” With such an agent, pinning isn’t optional focus — it defines everything the agent can search, so pin before you ask.

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Save a selection as a context preset

If you pin the same combination repeatedly, save it once:
1

Save the current selection

With your contexts and items pinned, click Save context preset at the end of the chip row. The Save as context preset dialog opens.
2

Name and describe it

Give the preset a Name (required — for example “Customer Support Knowledge Base”) and optionally a Description (“Describe when to use this preset…”) and Tags.
3

Save

Click Save preset. You’ll find it in the presets tab of the Add knowledge dialog from now on.

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Apply a preset

Open ＋ → Add knowledge, switch to the presets tab, and apply a preset. Applying replaces the conversation’s current pins with the preset’s selection, and a preset chip appears at the start of the chip row. If you then pin or unpin something, the chip shows “modified”:
  • Update preset saves your changed selection back into the preset (only shown if the preset is yours or shared with you for editing).
  • The × on the preset chip deselects the preset without touching your current pins.

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Edit or delete a preset

If you own a preset or have been granted write access to it, each preset row in the Add knowledge dialog shows two additional controls:
  • Edit (pencil icon) — opens the preset in edit mode so you can rename it, update the description, or change the pinned selection.
  • Delete — shows an inline confirmation strip on the same row before the preset is removed. Click Delete once to reveal the confirmation, then click Delete again to confirm, or Cancel to dismiss it.
These controls are only visible to the preset’s creator, administrators, and any users or roles explicitly granted write access. Viewers and users with read-only access see only the Apply button.

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Share a preset

Presets are private by default (“Using default permissions (private to you)”). To share one, open Sharing & permissions in the preset’s save or edit dialog and choose who can view and use it — specific users, roles, or teams.
Shared presets are how a team standardizes on the “right” knowledge for a job: one person curates the selection, everyone else applies it with two clicks.