tasks table uses dueAt not due_date”) belongs here, not in individual prompts.
What to put in it
Brand voice and copy guidelines
“Tone is warm but professional. Avoid exclamation marks. Use ‘we’ not ‘the company’.”
Design system rules
“Buttons use
variant=primary for primary actions. Use bg-violet-600 not #6D28D9. Inline icons go on the left of text.”Schema conventions
“All timestamps use
Date.now() (number). All IDs are Convex IDs. Soft delete via deletedAt: number?.”Architecture decisions
“We use TanStack Query for cross-page state. We don’t use Redux. Server state lives in Convex; client state in Zustand.”
Acronyms and jargon
“MRR = monthly recurring revenue. ARR = annual recurring revenue. NPS = net promoter score.”
External references
“Our brand kit lives at https://…; refer to it for color and typography. Our design system is the shadcn/ui defaults plus the customizations in
components/ui/.”Adding entries
1
Project → Knowledge → Add
Either type entries inline or upload a markdown file.
2
Categorize
Tag entries (design / data / brand / etc.) so the agent can prioritize relevant ones.
3
Verify it's used
Submit a prompt that should benefit from a knowledge entry. Check the agent’s response references it.
Structure of a good entry
Knowledge entries are short, declarative, and rule-shaped:
“Buttons in the primary brand color use the primary variant of the shadcn/ui Button. Don’t add custom CSS to override colors — extend the variant if a new style is needed.”
Not:
“We have lots of buttons throughout the app. Sometimes they’re violet, sometimes they’re gray. There’s a Button component but I’m not sure how the variants work.”The first is actionable; the second is a story.
Knowledge base vs. custom instructions
| Surface | Knowledge base | Custom instructions |
|---|---|---|
| Scope | Project | Project or workspace-wide |
| Length | Long-form, can be many entries | Short rules, ~10–20 lines total |
| Best for | Reference material, conventions, jargon | Direct rules (“always”, “never”) |
Tips
Related
Custom instructions
The shorter, rule-shaped sibling.
Cross-project referencing
Pulling components from one project into another.
Templates
Pre-built starting points.
