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
How It Works
Upload Documents
Drag and drop files or upload from your computer (max 4.5MB per file)
AI Processes Content
Documents are read, analyzed, and Q&A pairs are extracted automatically
Content Becomes Searchable
Extracted content is indexed and available for Chat and Projects
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:
Past winning proposals - These contain proven, polished answersSecurity and compliance docs - SOC 2 reports, policies, certificationsProduct documentation - Features, specifications, capabilitiesCompany overview - Mission, history, differentiators
Organize by Source Create separate sources for different content types:
Compliance - Security policies, audit reports, certificationsProduct - Features, roadmap, technical specsCompany - About us, leadership, case studiesSales - 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Outdated content - Remove old versions when you upload updatesConflicting information - If two documents say different things, the AI may cite eitherIrrelevant content - Marketing fluff with no substance won’t help RFP responsesPassword-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Remove outdated documents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
What to Upload
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 fileWhen 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
Navigate to Library in the top navigation
Click Upload or drag files onto the page
Wait for processing to complete
Use Chat to ask questions about your content
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