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Pinning Notes & Context Branching

Save important insights and explore alternative conversation paths with two powerful features: Pinned Notes for capturing key information and Context Branching for creating conversation variations while preserving context.

Written by Daniel

Pinning Notes

Pinned Notes allow you to highlight and save important snippets from your conversations for easy reference and reuse.

How to Pin a Note

  1. Highlight text in any message (yours or the response)

  2. Right-click or select the highlighted text

  3. Click "Pin as note" from the context menu

  4. The note is saved and appears at the top of your chat

[Image blocked: Screenshot: Highlighting text and selecting "Pin as note"]

Accessing Your Pinned Notes

View pinned notes:

  • Look for the "X pinned note(s)" indicator at the top of your chat

  • Click to expand and view all saved notes

  • Navigate between multiple notes using the arrows (e.g., "2/2")

Enable Pinned Notes in the menu:

  • Open the chat menu (+ button)

  • Toggle "Pinned Notes" with a checkmark (✓)

  • The assistant can now actively reference your pinned notes in responses

What You Can Do with Pinned Notes

  • Ask the assistant about your notes: "Which notes have I pinned in this chat?"

  • Request specific actions: "Use my pinned notes to create a summary"

  • Give instructions: "Pay special attention to my pinned notes when answering"

  • Manage notes: Delete individual notes via the X button in the pinned notes panel

Note: Pinned notes are saved per conversation only. They don't carry over to other chats.


Context Branching

Context Branching lets you create alternative conversation paths from any point in your chat while preserving the conversation history up to that point.

How to Branch (Fork) a Conversation

  1. Hover over any message in your conversation

  2. Click the scissors icon (✂️) in the action toolbar

  3. Select "Fork from here"

  4. A new conversation is created with all context up to that message

When to Use Context Branching

Context Branching is ideal for:

  • Creating variations: Develop multiple versions of content (e.g., email drafts, marketing copy) from the same foundation

  • Exploring alternatives: Test different approaches or solutions without losing your original conversation

  • Iterative workflows: Build on established context while exploring new directions

  • A/B testing ideas: Compare different outputs by branching at key decision points

Example workflow:

  1. Develop a first version of a document structure

  2. Go back to the branching point

  3. Fork and create "Variante 2" with a different approach

  4. Fork again for "Variante 3". Each maintains the original context but explores different directions

What Happens When You Branch

  • Original conversation: Remains unchanged and accessible

  • New conversation: Starts as a separate chat with full context up to the branching point

  • Both are independent: Changes in one don't affect the other

  • Find branched conversations: Both appear separately in your conversation history


Combining Notes & Branching

Use both features together for powerful workflows:

  1. Pin key information (requirements, guidelines, data points)

  2. Enable "Pinned Notes" in the menu so the Chat references them

  3. Branch the conversation to explore different approaches while maintaining those notes

  4. Compare results across branched conversations

Example:

  • Pin project requirements and brand guidelines

  • Branch to create multiple campaign variations

  • Each branch uses the same pinned context but explores different creative directions


Tips & Best Practices

For Pinned Notes:

  • Pin only essential information — too many notes can clutter your view

  • Use descriptive highlights so you can quickly identify notes later

  • Ask the Chat to reference specific notes: "Based on Note 2, create..."

  • Clean up notes regularly to keep conversations organized

For Context Branching:

  • Branch before major direction changes to preserve your original path

  • Use clear naming/titles for branched conversations to track variations

  • Branch early if you're unsure which approach to take

  • Remember: each branch is a separate conversation in your history

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