Start with one real workspace
Mount the workspace or page tree where work actually happens.Give agents exact file targets
Agents perform better with concrete paths than broad app instructions.Keep edits scoped
Prefer commands on one file or a small directory:Preserve identity metadata
Do not edit generated Locality identity fields unless the task is explicitly about identity or migration. Leave these alone unless you know why they must change:loc:frontmatter;::loc{...}directives;_schema.yaml;AGENTS.md;CLAUDE.md.
Use Live Mode for routine safe sync
Live Mode is useful when a file is clean, hydrated, and actively being edited. Expect it to pause for:- conflicts;
- unsupported operations;
- destructive changes;
- remote drift that needs review;
- connector or provider errors.
Pull remote changes before pushing stale work
If Locality reportsremote_update_available, pull the file before pushing: