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Pin the things you reach for most. Shortcuts make them one click away from any chat.
Prompts. A prompt you run often. Either write your own (a custom phrasing like "rewrite this in Brian's voice" or "summarize for the weekly recap") or pull from your existing commands, so a slash command shows up as a clickable icon in your sidebar.
Files. A file in your workspace you open often, like an account brief or a sales playbook. Pin it and it sits in your sidebar, one click away whenever you need it.
Both get an icon and a name. Both execute in your active chat when you click them.
Skills aren't pinnable — they're triggered by the agent, not by you. Shortcuts are for the things you reach for.
A workspace has a lot in it. Files you don't open often, actions you've half-forgotten you wrote, prompts you'd have to dig through past chats to find.
Shortcuts are how you keep the surface area small. Everything else is still there, but the things you actually use are one click away.
Your shortcuts are yours. They don't sync to your teammates. The same workspace can look different in everyone's Palette Desktop because each person has pinned different things.
If you want to share a way of working with your team, do it as an action. Actions live in the workspace folder and travel with it.
Pin when:
Don't bother pinning when:
The actions list is for everything available. Shortcuts are for what you use.