Library Overview

Your centralized knowledge repository for AI-powered responses

What is the Library?

The Library is your centralized knowledge repository. Upload company documents, and the AI automatically extracts searchable Q&A pairs that power responses in Chat and Projects.

Key Features

Feature	Description
Automatic Extraction	AI reads documents and extracts Q&A pairs
100+ File Types	PDFs, Word, Excel, PowerPoint, images, and more
Multilingual	Search in any language, find content in any language
Access Control	Public and private sources with granular permissions
Bulk Upload	Upload multiple files or ZIP archives at once
Review Workflow	Assign reviewers, track approval states, and approve QA pairs in bulk
Excel Sheet Navigation	Navigate multi-sheet Excel files with sheet tabs and filtered QA views

How It Works

1. Upload Documents

   Drag and drop files or upload from your computer (max 4.5MB per file)

2. AI Processes Content

   Documents are read, analyzed, and Q&A pairs are extracted automatically

3. Content Becomes Searchable

   Extracted content is indexed and available for Chat and Projects

4. Use in Responses

   When you ask questions, AI searches your Library and cites sources

Building Your Library

Your Library quality directly affects response quality. Here’s how to build an effective knowledge base.

Start with High-Value Content

Upload documents that answer common RFP questions:

1. Past winning proposals - These contain proven, polished answers
2. Security and compliance docs - SOC 2 reports, policies, certifications
3. Product documentation - Features, specifications, capabilities
4. Company overview - Mission, history, differentiators

Organize by Source

Create separate sources for different content types:

• Compliance - Security policies, audit reports, certifications
• Product - Features, roadmap, technical specs
• Company - About us, leadership, case studies
• Sales - Past proposals, pricing, terms

This makes it easier to whitelist specific sources per project.

Common Pitfalls to Avoid

Don’t upload duplicate versions. If you have “Security Policy v1” and “Security Policy v2”, only upload the latest. Duplicates confuse the AI and dilute response quality.

• Outdated content - Remove old versions when you upload updates
• Conflicting information - If two documents say different things, the AI may cite either
• Irrelevant content - Marketing fluff with no substance won’t help RFP responses
• Password-protected files - The AI can’t read encrypted PDFs

Keep Your Library Current

Review your Library quarterly:

• Remove outdated documents
• Upload new certifications and audit reports
• Add recent case studies and wins

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What to Upload

Company Information

• About us, mission statements, executive bios
• Product documentation, features, specifications
• Pricing information and commercial terms

Compliance & Security

• SOC 2 reports, ISO certifications
• Security policies and procedures
• GDPR documentation, audit reports

Sales Content

• Past RFP responses (especially winning ones)
• Case studies with metrics
• Competitive differentiators

Technical Documentation

• Architecture diagrams (AI interprets visuals)
• Implementation guides
• API documentation

Supported File Types

Category	Formats
Documents	PDF, Word (.doc, .docx), Text (.txt)
Spreadsheets	Excel (.xls, .xlsx), CSV
Presentations	PowerPoint (.ppt, .pptx)
Images	PNG, JPG, JPEG (text extracted via OCR)
Web	HTML, Markdown (.md)
Archives	ZIP (extracts up to 50 files)

Maximum file size: 4.5MB per file

AI Extraction

When you upload documents, the AI automatically:

• Extracts Q&A pairs from your content
• Reads diagrams and flowcharts
• Handles tables, lists, and complex formatting

Source Management

Visibility

Type	Who Can Access
Public	All organization members (based on their role’s permissions)
Private	Owner and explicitly invited users only

Access Control

When sharing a Library source, you can choose between role-based access (the user’s role determines what they can do) or custom access (you assign a specific access level like Read, Write, or Approve). Custom access grants override role permissions for that particular source.

Sharing & Access Control

Full guide to sharing, custom access grants, and visibility settings

Multilingual Support

The Library works across 100+ languages:

• Upload documents in any language
• Search in any language
• AI finds relevant content regardless of language

Limitations

• Maximum file size: 4.5MB per file
• ZIP files extract up to 50 files
• Very large documents may take longer to process
• Image text extraction depends on image quality

Security

• End-to-end encryption
• Swiss data centers
• SOC 2 Type II audited
• Your content is never used to train AI models

Getting Started

1. Navigate to Library in the top navigation
2. Click Upload or drag files onto the page
3. Wait for processing to complete
4. Use Chat to ask questions about your content

Related Pages

Review Workflow & Excel Sheets

Assign reviewers, approve QA pairs, and navigate multi-sheet files

Chat Overview

Generate responses from your Library

Projects

Create RFP workspaces using Library content