Instructions and knowledge

Instructions capture the business knowledge and operating rules that a schema alone cannot express: canonical metrics, calculation rules, preferred sources, validation checks, tool-use guidance, and domain vocabulary.

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Instructions are many-to-many

An instruction is not owned by one agent. It can apply:

• Globally across the organization.
• To one or many agents.
• To selected tables or semantic objects.
• To all channels or selected channels.
• To all modes, Chat only, or Training only.

This lets a finance definition be reused by Finance and Executive Operations agents, while a training-only rule can be tested before affecting production Chat runs.

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Create useful instructions

Write instructions that give an agent an actionable decision rule. State the definition, its scope, and the exception it should handle. For example, specify the canonical revenue table and exclusions rather than saying only “be careful with revenue.” Use load behavior deliberately:

• Always for rules that must affect every applicable run.
• Intelligent for relevant reference knowledge that the agent should retrieve when needed.
• Disabled when preserving a draft or retired rule.

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Organize and review knowledge

The Agents workspace provides global and agent-level instruction views. Use folders, labels, search, and All Instructions to manage knowledge across the fleet. Review the pending-changes view to see proposed edits, accept or reject specific changes, and keep the live knowledge base intentional. Every published change belongs to an instruction build. Builds preserve the active snapshot, history, tracked diff, reviewer decision, and rollback path. Reviewers can inspect exactly what the AI proposes to add or remove before a suggestion becomes active.

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Install and update skills

Skills are reusable playbooks that the agent can load when a task calls for them. Open Agents → Skills to see the Enabled and Catalog tabs.

• Catalog shows built-in skills and lets an administrator enable or disable them.
• Enabled shows the skills installed in the organization, including custom skills.
• Select an installed skill to review its instructions.

An installed catalog skill is an organization-owned copy. A new deployment can ship a newer catalog version without replacing that copy. This preserves your edits and scoping choices. When a newer version is available, the catalog shows Update available and an Update action. Review any customization warning before updating: taking the catalog version replaces the installed content and restores the catalog’s loading, mode and channel settings. Reset restores catalog content when a skill has been customized. For artifact apps, check Data apps. An older installation may be titled Data app design and lack guidance for records, uploads and AI streaming. Update that installed skill as well as enabling Artifact resources in AI Settings. Some built-in skills belong to a feature that is off by default. Create a demo dataset is installed in every organization, but the agent only sees it while Demo data generation is on in AI Settings. See Create a demo dataset.

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Git and generated suggestions

You can synchronize instructions from Git-backed documentation and model metadata, or create them manually. In Training, an agent can clarify an ambiguous rule, use the answer as evidence, and suggest a tracked instruction change. The suggestion remains a draft until a reviewer accepts it; rejected suggestions stay visible in the build history rather than silently changing production knowledge. To teach an agent through a Training conversation, see Train an agent. For verification, see Evals and self-improvement. The home page explains how instructions participate in the Knowledge Harness and the governed self-improvement loop.