Library
Give Agent reusable methods and reference material with skills and documents.
The Library holds reusable Skills and Documents. Scope decides who can see and manage each item.
Skills
A skill is a reusable procedure. Its description tells Agent when to use it. Its instructions define the inputs, method, evidence, output, and limits.
To create one, open Library → Skills, choose Personal, and select Create skill. Use a lowercase name with letters, numbers, and hyphens.
Organization admins and owners can create an Organization skill. They can also promote one of their personal skills for organization use.
Documents
A Library document is standing reference material, such as a firm standard, checklist, approved proposal text, or sample deliverable.
Open Library → Documents and choose a scope before upload:
Personal
Uploader
Uploader
Project
Authorized project members
Users with project file permission
Organization
Organization members
Organization admins and owners
Project Agent documents are available to authorized project members. They do not appear in the project's document register. Ordinary files in the project Documents area also become available in project-scoped Agent work.
Deleting a Library document removes it from future work. It does not change completed chats or runs.
How Agent uses Library items
The General Cogram assistant can use your personal and organization Library items. In project context, it can also use project Agent documents and ordinary project documents.
A specialist Agent uses the skills and documents attached to its configuration. It can also search project data when the chat or Automation has project context.
Open a specialist Agent's Library tab to review its attached items. If you can configure the Agent, you can add an existing item or create one there.
These attachment rules protect private material:
A private Agent can attach its owner's personal items and organization items.
A shared personal Agent can attach organization items only.
An Organization Agent can attach organization items only.
Project items stay with their project and cannot be attached to a specialist Agent.
Attaching an item does not copy it. Later edits apply to future chats and Automation runs.
Automations and documents
A personal Automation can select personal or organization Library documents. Documents attached to its specialist Agent are included automatically. Project documents are found through the Automation's project scope.
Prepare useful content
Keep a skill's description specific. In its instructions, define the required inputs, work sequence, citations, output, and stopping conditions.
Use approved, current documents. Include an owner, effective date, and revision where possible. Remove obsolete material rather than leaving conflicting versions available.
Do not place project-restricted or personal material in an organization item.
Check sources
Ask Agent to cite the skill, document, section, page, revision, or source record behind an important statement. Check the source before relying on technical, commercial, code, or contractual output.
Troubleshooting
I cannot add a personal item to a shared Agent
Shared Agents cannot use personal Library items. Keep the Agent private or ask an admin to create an organization version.
A project document is missing from the Agent selector
Project documents cannot be attached to a specialist Agent. Select the project as chat or Automation context.
Agent does not use a skill
Make its description more specific, or attach it to the specialist Agent.
Next steps
Last updated
Was this helpful?