Editing and savingEach item has its own Edit and Preview controls. Edit shows the exact Markdown sent to the model; Preview renders it for reading. Expand opens that item full screen. Collapse or Escape brings you back with your draft intact. Save changes applies the edited items in a block; Save item in full screen applies just that item. Undo restores the last saved content for the same block or expanded item. Saving creates a version for each changed item and affects new model requests immediately in the selected environment.

Version historyHistory shows each saved copy, its author and time, and changes from the previous version. Copies cannot be edited. Reverting restores that version and permanently removes that item's newer versions in this environment. Staging and Production have separate histories. Existing content starts at v1; older author details may be unavailable.

When instructions are usedGeneral, onboarding, prediction and Documents instructions are combined into one instruction set on every model call. Declined-action guidance is a separate message used only when a user rejects an action. All are read from the database. The saved guidance mode is appended to each model request; its behavior is defined in the general instructions. Tool descriptions refresh on the next message or approval. The prediction skill and archetype guidance are read when prediction context is requested; knowledge guidance is read during a lookup. Only one lookup message is returned: articles found, no matches, or lookup failed.

Live contextThe model also receives the conversation history, current workspace and assessment state, planning answers, and live tool results. Knowledge articles come from Learn; questionnaires, saved answers, tasks and generated documents come from PaperOS. User-provided sources are stored in this workspace’s Documents library. Saving a source does not add its contents to model context: Paper Pilot discovers and reads relevant sources through tools, or receives the sources explicitly selected with @ Mention in a message. Contents read or attached this way remain in private model history. These are live data, so this page edits the reusable instructions rather than a user’s records.

Application controlsTool argument types, permissions, validation and approval requirements are enforced by the application. Hosted web search is supplied by the model provider. Editing these prompts does not change those controls.

Source of truthThe database is the source of truth. Repository Markdown, old inline instructions and JSON prompt snapshots are historical references. Admin changes are saved only in the database, so those snapshots will become outdated and out of sync.