diff --git a/AGENTS.md b/AGENTS.md
index 0e4c68ecf..2951e9e68 100644
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -88,6 +88,77 @@ The correct link is:
 - **Same-page anchors**: `#section-name` — these don't need a full path.
 - **Anchors on internal links**: `/learn/docs/config/navigation#section-availability` — append `#anchor` to the URL path.
 
+## Cross-referencing
+
+When new functionality is documented — whether on a new page or as new behavior added to an existing page — related pages elsewhere in the docs usually need pointers to it. Without those pointers, the canonical content is hard to discover from the angles a reader is most likely to come in from.
+
+### Pick a canonical home
+
+One page owns the full explanation; every other page that touches the topic links *to* it rather than restating it.
+
+- Walkthroughs, setup steps, and concept explanations live on the canonical page.
+- Reference pages get a sentence + link, not a paragraph of duplicated detail.
+- If you find yourself copying more than a sentence or two into a reference page, the content probably belongs on the canonical page.
+
+### Find the targets
+
+Sweep the docs for related touchpoints before assuming you're done:
+
+```bash
+grep -rln "<feature-name>\|<related-keyword>" fern/products --include="*.mdx"
+```
+
+Then read each candidate to find the natural insertion point. Common targets:
+
+- **Behavior pages** — e.g., a feature affects search → cross-link from `customization/search.mdx`.
+- **Dashboard pages** — e.g., a feature has dashboard settings → cross-link from `dashboard/pages/`.
+- **Adjacent feature pages** — e.g., Ask Fern, RBAC, localization, when scope or behavior overlaps.
+- **Overview / landing pages** — sometimes a card on a hub page is warranted; usually only when the feature is a top-level setup step, not a configuration detail.
+
+### Pick the form
+
+| Form | Use when |
+|------|----------|
+| Inline sentence in an existing paragraph | The reference fits a list of similar items already on the page (e.g., "for sites with X, Y, or [new thing]"). |
+| `<Note>` callout | The reference is a real but secondary consideration that would distract from the main flow if inlined. |
+| New section (`##`) | The target page genuinely needs to document the feature from its own angle (e.g., dashboard config for the feature). |
+| New page | Only if the feature has substantial standalone content that doesn't fit elsewhere. |
+
+Default to the lightest form that works. New pages and new sections add maintenance surface; inline sentences and Notes don't.
+
+### Frame by function, not by plumbing
+
+Lead the cross-reference with what each feature *does* and how they complement or differ. Don't headline the connection with shared config infrastructure — same YAML key, sibling files in the same directory, same lifecycle.
+
+- Good: "X decides A; Y decides B." Contrast on function.
+- Bad: "Y is also configured under the same `agents` key." Contrast on plumbing.
+
+If the only thing linking two features is that they live in the same key, that's not a cross-reference worth writing. Config mechanics belong on the page that is itself about configuration.
+
+### Bidirectional links
+
+Reference pages always link *to* canonical. Linking back from canonical to a reference page is optional — only do it when the reference page has additional detail the canonical page doesn't cover (e.g., dashboard click-paths). Most cross-references are one-way.
+
+### Anchor links
+
+Internal anchors only resolve for `##` / `###` headings. Things that look like headings but aren't:
+
+- `<Step title="...">` inside `<Steps>` — JSX prop, no anchor generated.
+- `<Tab title="...">`, `<Accordion title="...">`, `<Card title="...">` — same.
+
+If you want to deep-link to a step or tab, add a real `##` heading nearby, or link to the page without an anchor and let the reader scroll.
+
+### Sweep checklist
+
+After documenting any new functionality, before declaring the work done:
+
+1. Grep for the feature/setting name and 1–2 related keywords across `fern/products/**/*.mdx`.
+2. For each hit on a different page, decide: is a cross-reference warranted?
+3. For each warranted cross-ref, pick the lightest form that fits.
+4. Frame each cross-ref by what each feature does, not by shared config keys or directory structure.
+5. If the functionality has dashboard settings, verify `fern/products/dashboard/pages/` covers them — usually folded into the most relevant existing page, not a new page.
+6. Verify every link you wrote — see *Link checking* above for URL construction.
+
 ## Changelog entries
 
 Changelog entries live in `fern/products/docs/pages/changelog/` and `fern/products/dashboard/pages/changelog/`. Filename format: `YYYY-MM-DD.mdx`.