In practice
Route the request before answering it.
The same assistant can use several sources. The useful discipline is choosing the smallest source that can responsibly answer the question, then being clear about what it can and cannot establish.
“Help me make a decision without re-explaining the constraints.”
Route: Start with the current task and the relevant curated preferences or prior decisions.
The answer needs continuity about the decision, not a broad search through shared project documentation.
“What is the approved way to handle this recurring job?”
Route: Use the applicable skill and the reviewable shared record, then cite the source that governs the work.
A reusable method and a canonical record serve different jobs. Both can be corrected without rewriting personal memory.
“What did the project documentation say about this?”
Route: Use revision-bound retrieval to find the relevant material, then read the cited canonical record.
Retrieval makes a known corpus navigable. The canonical record remains the thing being trusted.
“Is this true today?”
Route: Check the named live authority, and separate that observation from the historic explanation.
No local note, model, or derived index can establish a changing external fact by itself.