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Library

The Library is your curated knowledge base — and the source of RAG, the mechanism that lets workers ground their answers in your material instead of guessing. Upload your brand guide, SOPs, notes, and links here; organize them into a tree; and the right workers will quote from them automatically when it’s relevant.

How to get here

Click 📚 Library in the sidebar for the workspace-wide Library, or open a Company and use its 📚 Library tab for that Company’s private knowledge.

Scope: who can read what

A row of scope tabs sits at the top: 🌐 Workspace plus one tab per Company. Scope decides which workers can see an item:

  • Workspace items are available to every worker, across every Company — use it for cross-cutting SOPs, policies, and brand voice.
  • Company items are shared only with that Company’s workers; workers elsewhere can’t see them.

A scope info bar shows the item count, the text size, and exactly who the current scope is shared with.

The tree navigator

The left column is a collapsible tree of your items. There are six kinds:

  • 📁 Category — a folder, for organization only.
  • 📚 Collection — a curated grouping.
  • 📋 List — ordered bullets or a checklist.
  • 📄 Document — long-form markdown.
  • 📝 Note — a short snippet.
  • 🔗 Link — a bookmarked URL.

Use + to create a top-level item, drag items to re-parent them (cycle-safe — you can’t drop a folder into its own child), and the tag chips above the tree to drill down by tag. Besides the tree, view-mode buttons offer Shelves (grouped by kind), List (flat, sorted by most-recently-updated), and Grid (thumbnail tiles — handy for batches of images and PDFs).

Uploading

Click ⬆ (or drag a file straight onto the panel) to upload. PDFs, .md, .docx, spreadsheets, code, images, audio, and video are all supported; uploaded items get a kind-aware icon. The 🔄 Sync button scans your workspace folder and worker history to import any artefacts missing from the Library, and ↩ undoes a sync if it pulled in too much.

The search box filters by title or tag for fast, exact lookups. Under the hood the Library also supports semantic retrieval, so workers can find material by meaning during RAG even when your exact words don’t appear in a document.

Items can reference each other with [[double-bracket]] wiki-links. Each item’s detail pane shows its outgoing links and a “Referenced by N notes” backlinks list, so you can walk between related notes. The 🕸 button opens the whole graph — every item a node, every link an edge.

Auto-refresh (per item)

Each item has a 🔄 Auto-refresh control. Set an interval in minutes and the fetcher re-pulls the source after that long has elapsed. By default each refresh is held for your approval rather than applied silently; flip Auto-approve on to let it apply automatically, or hit Refresh now ▶ to pull immediately without waiting for the next tick.

Chat with the Librarian

The 📚 Chat with the Librarian button opens a chat with the workspace’s built-in Librarian — the worker who curates the Library, runs RAG, and can auto-categorize new artefacts. Ask her “where’s that doc?” or to tidy a batch.

In practice

The Library is what turns generic output into your output. A worker with no reference material writes plausible marketing copy for a generic company; the same worker with your brand guide, your pricing and three past reports writes something that matches how you actually sound. If you do one thing after connecting a provider, upload five documents here.

Scope is a real boundary, and worth using deliberately. Workspace items reach every worker everywhere; Company items reach only that team. Two situations where that matters:

  • Client work. One Company per client means each team retrieves only its own client’s material — there’s no path for one engagement’s documents to surface in another’s answers.
  • Cross-cutting policy. Your tone-of-voice guide and your standing rules belong at Workspace scope so every worker inherits them without duplication.

Search here is exact; retrieval is semantic. The search box matches titles and tags, so it’s for you finding a document. Workers retrieve by meaning during RAG, which is why a note gets quoted even when it doesn’t contain the words you asked about. Don’t judge what a worker can find by what the box returns.

Wiki-links pay off on material you revisit. Linking an SOP to the policy it implements gives you backlinks — “referenced by N notes” — so you can see what depends on a document before you rewrite it. The graph’s red dashed edges are the fastest way to spot references that broke when something was renamed.

Auto-refresh with approval on is the right default for live sources. A pricing page or a changelog you track will change in ways you want to see; silent updates would quietly rewrite what your workers are quoting. Turn Auto-approve on only for sources where any change is safe to adopt unread.

🔄 Sync recovers work you forgot you had. It scans your workspace folder and worker history for artefacts that never made it into the Library. Worth running occasionally — and ↩ undoes it if it pulls in more than you wanted.

🎓 Learn it hands-on: The Library & RAG · Always-on SOPs

Terms in this page

  • Library — your curated knowledge base of documents, notes, and links; the material workers draw on.
  • RAG — Retrieval-Augmented Generation. The app retrieves relevant Library items and feeds them to a worker so its answer is grounded in your material rather than invented.
  • Scope — which workers an item is shared with: Workspace (everyone) or a specific Company (just that team).
  • Kind — an item’s type: category, collection, list, document, note, or link.
  • Re-parent — move an item under a different folder by dragging it in the tree.
  • Tag — a label you attach to items to group and filter them.
  • Full-text search — matching your exact words against item titles (and content) for precise lookups.
  • Semantic search — matching by meaning using embeddings, so related material surfaces even without the exact wording.
  • Embedding — a numeric representation of text’s meaning that powers semantic search and retrieval.
  • Wiki-link — a [[double-bracket]] reference from one Library item to another, like a wiki.
  • Backlink — the reverse direction: the list of items that link to the one you’re viewing.
  • Graph — the visual map (🕸) of items as nodes and wiki-links as edges.
  • Broken link — a wiki-link whose target no longer exists; flagged with ⚠ and a red dashed edge.
  • Artefact / work product — a file, screenshot, or link a worker produced; Sync imports any that aren’t in the Library yet.
  • Auto-refresh — a per-item schedule that re-pulls the source; refreshes wait for your approval unless Auto-approve is on.
  • Librarian — the built-in workspace worker who curates the Library, runs RAG, and auto-categorizes uploads.
  • Markdown — lightweight text formatting (headings, lists, links) used for documents and notes.