Library

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Overview

The Library is everything your storefront agent sells with and learns from, including the proposals you sent. It gives your storefront one place for media kits, decks, one-sheets, case studies, audience cards, spec sheets, seasonal calendars, and responses. Product marketing becomes the Library: the Material and selling points you already keep there remain available here. This seller Library is not the advertiser creative library that buyers use for campaign creatives. Your Library contains seller Material, responses, and Library requests; it does not contain an advertiser’s campaign creative. Before a proposal can use Library material, the selected wholesale product must also be complete: it needs a channel, a canonical URL-free format, and a priced option with currency and delivery type. Product pricing belongs in the product or rate-card flow, never in reusable Library material. If a proposal ends in needs_clarification, read the product’s request-independent composerCompleteness.missing facts and repair them before retrying. The selected pricing option must also match the RFP currency. The Library is not where every seller record belongs. An RFP is a record of demand and stays in the demand inbox. Pricing lives in your rate cards. Policy lives in AI Business Rules. Since 2026-09-07, the Library is available to every seller.

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Previewing a document

Select a document to open its previewer beside the list on wide layouts and in a sheet on narrow ones. Your search, filters, grouping, and scroll position stay in place, so you can close it with Escape or Back to documents and continue where you left off. The previewer shows the document or selected page, its category, and summary facts. Use the category control there when you need to change how your storefront agent classifies the document. Select Edit for the document’s tags, reuse and inspection facts, linked usage, and other detailed controls.

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Document categories

Set a document category so your storefront agent can decide when to use it: Sales deck, One-sheet, Case study, Response, or Specification sheet. Topics, audiences, and verticals are set separately; changing a category does not change those tags or the source file. Existing Material and new uploads start as Uncategorized until you choose a category. The Library does not guess a category from the file name, source, or extracted content. Choose Uncategorized again to clear a category. The Library opens in a list grouped by document category when at least one loaded document has a category. Uncategorized documents appear last. If none of the loaded documents has a category, the Library opens as one ungrouped list and does not offer category grouping. You can switch to the grid at any time. If a grouping you selected is no longer available, the Library returns to category grouping when categories are available. The category and file-type filters show counts for the currently loaded result rows. They work together with search and grouping, and each filter can return to its own All option without clearing the other one. If more documents are available, the Library keeps Load more documents visible even when the loaded rows have no match. After all rows are loaded, a combination with no matches shows an empty state with a clear-filters action. Rate-card and policy documents can remain Material sources for extraction and provenance, but assigning a category does not move their governed facts into the reusable Library. Canonical pricing remains in Rate Cards, and policy remains in AI Business Rules. Existing pricing-safety rules still block reuse of a unit that contains a commercial figure.

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Responses and pairs

The Responses section lists materials paired to the brief they answered, along with imported historical proposals. Each entry keeps its saved name and version date and names the brief it answered when one is linked. It remains available when other Library documents change. A pair holds that brief, the response, your commentary, and the commercial outcome recorded for the exchange. Choose the uploaded Library document that holds what you sent; attaching it saves it as this brief’s response. Briefs that already have a response are unavailable rather than silently replaced. For integrations, Material reads report materialKind as document or response. Search with filter.materialKind: "response" to return only Materials paired to a brief or imported as historical proposals; use document to return Materials that have not been saved as a response. You can also start from an eligible row in the demand inbox. Choose an uploaded Library document after you add the file to the Library. To save an uploaded Library document as a response, open it in the Library and choose Save as a response. Direct file upload in the Demand Inbox is out of scope. Use Import historical brief from an uploaded document’s detail view in the Library when the brief is not recorded yet; imported briefs remain historical reference records. A historical proposal with no brief stays in Responses as a standalone shape example. Your grade and feedback are commentary on the pair. When you endorse a pair, you mark its response as a good answer to that brief. An endorsed pair is an evaluation case: rerun the brief and compare the result with the endorsed response. The outcome on the pair remains the record of what happened commercially.

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Reusable slides

Uploaded decks, one-sheets, and spreadsheets yield reusable slides, pages, or sheets. Each starts as not reusable and can stay in the Library as a historical record without being available to add to a response. Only individual slides, pages, or sheets can be made reusable; a whole document or structural container cannot. A clean inspection makes one page, slide, or sheet eligible for reuse. It does not mean that unit is appropriate for every buyer. Review each unit and leave buyer-specific, expired, or otherwise unsuitable content off. The control updates automatically when a pending inspection finishes; you do not need to reload the Library. Every reusable unit is checked for pricing. A unit with pricing is marked and cannot be made reusable until the price is removed. Keep current prices in your Rate Card, then upload the price-free page, slide, or sheet. Figures in reusable units can reserve the layout for a price, but the value that renders comes from Rate Card. This keeps a stale or buyer-specific number out of a response.

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How a page is inspected

Each slide or page of an uploaded PDF or deck carries the state of its own inspection, and the document carries a summary of all of them. You see these states on the unit and in the document_inspection summary of a Material rendition:

• Preview: whether a faithful picture of the page exists. Library combines the stored preview_state with the source and processing state so that it is explicit when previewing is unsupported or unavailable. ready when the page was rendered, partial when only some of the document could be rendered, failed when rendering was attempted and did not complete, unsupported when this source cannot produce a faithful page or slide preview, unavailable when a supported file was not inspected, and pending while inspection is queued or running.
• Reading (semantic_state): whether the page’s text and layout were read. ready, partial, failed, or unsupported for a file type that cannot be read; not_started until reading begins.
• Scan (scan_status): whether the whole page was scanned for commercial figures, including numbers that appear only inside images. scanned when the whole-page scan ran, not_scanned when it did not, not_applicable for a unit that has no page image, such as a spreadsheet sheet.
• Pricing safety (pricing_safety): the outcome of the scan. safe means the whole page was read and no commercial figure was found; contains_pricing means one was found; unknown means there is no page-by-page conclusion. Read it with the preview state: on the document summary, unknown with preview: unavailable means whole-page inspection has not been attempted for this storefront yet, while unknown with preview: failed or partial means it was attempted and did not conclude (the render was cut short, rendering or reading failed, or the whole-page scan did not run). A unit with no value here was never inspected page-by-page and falls back to the text scan of the file itself.

A unit whose safety is unknown or contains_pricing, or whose preview or reading is incomplete, cannot be made reusable until the page is inspected cleanly. Spreadsheet sheets and historical units without page-level inspection fields can still be eligible when the canonical source text scan is clean. After a private upload finishes, new PDF and PowerPoint files move from pending to their final inspection state in the open Library without a manual reload. If the private upload itself does not finish, the document says Upload incomplete instead of presenting that state as an inspection. Choose Retry upload and select the original file again. The retry creates a new immutable source revision for the same Material; it does not create a duplicate Library document. PDFs and PowerPoint files saved before whole-page inspection was introduced were not changed or backfilled, so they can remain unavailable. Open one of those files and select Retry inspection to queue its current source revision. The retry is limited to that Material in your seller account and is safe to repeat if the first request’s result is unclear. It does not change or delete the original file. When a reusable slide appears in a response, it is a Library block with its source named. You can turn Library blocks on or off and reorder them before sending.

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Add material

Select Add material at the top of the Materials section in the Library to upload a PDF, PowerPoint (.pptx), Excel (.xlsx), CSV, PNG, JPEG, GIF, or WebP file. The Library checks the file type before it starts the private upload, then processes the new Material and shows its pages or slides here. A file type the Library cannot read is refused before it is uploaded. Uploaded decks and one-sheets show their reusable units after processing. A unit with pricing is marked and stays unavailable for reuse; clean units can be toggled reusable from the Library.

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How your agent uses the Library

When a Material search requests evidence_matches, it can return up to 24 current readable matches from 48 candidates. Each match names its Material source revision, rendition, unit, exact source locator, and the result receipt. The search result does not include source text for model use.

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Matching rendered previews

When your agent reads a Material with get and include: ['repeats'], included.exactRenderedPreviewGroups can identify separate readable units with the same rendered preview. This helps you review repeated rendered pages or slides without treating them as the same Material. The comparison includes only complete previews for whole units. It is same_rendered_preview only when the stored preview content digest and rendering configuration digest match in one rendering/configuration domain. Each occurrence remains separate, with its own Material, source revision, rendition, unit, and document order. The read checks your current permission for every occurrence before it groups or counts anything. Seeing an occurrence does not make it available for model use or reuse. Results are bounded: use each group’s returned and truncated values, and the overall truncated value, rather than assuming the response lists every occurrence you can read. A matching rendered preview is not a claim that two units have the same meaning, source, or approved-template status. Shaped by is seller-facing provenance. On your Proposal Pass and the HTML, PDF, and PPTX previews you review, it names the endorsed example your agent followed from your own demand-inbox records, with its brief subject, pair id, endorsement date, and one sentence on why it fit. It is never included in what a buyer receives. If no endorsed pair fits, it says so and composes from Library material instead. Pairs are evidence from one buyer relationship. For a different buyer, the agent receives only the structure-only shape projection: its allowlisted block kinds, roles, and order. It does not receive the other buyer’s name, contacts, brief, budget, negotiated rates, commentary, or response text. A pair follows its brief’s retention. If the brief is deleted or a buyer asks for deletion, the pair and its shape projection stop shaping later responses. An earlier response keeps only a tombstone with the pair id and date, not its content.

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Library requests

A library request records a gap the storefront agent found while answering a brief, such as a case study for a channel or vertical the Library does not cover. The agent files one request for each gap, and the response states the honest absence instead of inventing a block. Add material is the direct path when you have material to add. You can also close a specific Library request by uploading the missing file from that request or telling your storefront agent what to use. An uploaded file can provide reusable-slide candidates. Material you provide in chat is marked as your word rather than a document and feeds composed blocks; it does not become a slide. The request records which path closed it.

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The Library Page

Your storefront agent opens the Library Page when you ask to see or manage your Library. The page opens as a list grouped by document category when at least one document has a category, and you can switch to a grid or choose a different grouping. It shows your documents and decks as files, and their exact pages and slides as units. You can search across both, filter files by document category and file type, group rows by topic, audience, vertical, or source, and load more rows as you go. Opening a document lets you change its category and shows its pages or slides with their preview, reuse, and inspection state, and any repeated previews found elsewhere in your Library. The Usage view lists the sent responses that used a page or slide; from there you can open the Proposal Pass for that response. Responses and open Library requests stay secondary views, and the Upload control on a request adds the missing file directly. Cards and rows now start with a file-type thumbnail. A visual render replaces it when one is available. While a render is processing, the thumbnail has a Preview pending marker. Grid and list views also show Partial preview, Preview unavailable, or Preview access unavailable when there is no usable visual render. If an available image cannot load in your browser, the file-type thumbnail remains and the card says A current preview could not be loaded.

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