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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

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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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.