Viewing a Frame
Click any Frame file in the Files tab to open it in a preview panel. The preview shows the full rendering and includes options to export, share, and pin the Frame as the Pod banner (Editors only).Pinning a Frame as Pod banner
Editors can pin a Frame to make it appear as a banner at the top of the Conversations tab, visible to all members every time they open the Pod. This is useful for surfacing a live dashboard, a status view, or any always-relevant display without requiring members to navigate to the Files tab. The banner is 280px tall and spans the full width of the Conversations tab. Only one Frame can be pinned at a time — pinning a new one replaces the previous. Three ways to pin a Frame:- From the Files tab — open the
...menu on a Frame Pin as Pod banner - From the Frame preview — click the Pin button in the preview header; it toggles to Pinned when active
- From the pinned banner itself — hover over the banner to reveal the control bar, then click the unpin () icon
- From the Files tab: open the
...menu on the pinned Frame Unpin Pod banner - From the Frame preview: click Pinned in the preview header to toggle it off
- From the banner itself: hover click the unpin () icon
Banner controls
When hovering over the pinned banner, a control bar appears in the top-right corner:
The collapsed banner shows the Frame name with a Show button to expand it again.
Keeping a Frame up to date
A Frame is generated at a point in time and does not update automatically. If your banner shows data that changes — task counts, progress metrics, a weekly summary — you will want to refresh it on a schedule. The simplest way is to use the wake-up tool: set up an agent that wakes up on a recurring schedule (daily, weekly, or at whatever cadence makes sense), reads the latest Pod state — tasks, conversations, files — and regenerates the Frame, overwriting the existing one. Since the pinned frame stays the same file, the banner automatically reflects the updated version next time a member opens the Pod. Example setup:- Ask an agent to generate your Frame and save it to the Pod’s Files tab
- Pin it as the Pod banner
- In a new conversation, ask the same agent to use the wake-up tool to re-run that task every morning
- On each wake-up, the agent reads the current Pod data and overwrites the Frame with a fresh version
There is no need to re-pin after each refresh — the banner stays pinned and always shows the latest version.Tips for prompting a good banner Frame