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Your Library is what your storefront agent answers briefs from. This page covers the upkeep: how to tell where a document is in its life, how to find the ones that need you, and how to fix or file them. For what the Library is, how documents inform responses, and the API contract behind it, see the Library reference.

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One lifecycle per document

A document shows exactly one lifecycle state. Integrations read the same facts as materialState (draft, live, archived) and documentStatus (processing, incomplete, ready, archived).

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When a document needs attention

How completely the Library managed to read a document is separate from that lifecycle. A Live document the Library could read only part of, or not at all, stays Live — your agent still uses what was read — and reads Needs attention beside its state.
  • Find them all at once. The Needs attention filter lists every Live document in that state, so you can work through them instead of scanning. It applies to Live documents, so choosing Draft or Archived clears it.
  • Fix one. Open the row’s actions menu. Try reading again re-reads a linked or connected source. For an uploaded file, open the document and replace the file.
  • Or leave it. A partly-read document is still usable. Nothing is blocked.
Integrations list the same set with search(kind: "material", filter: { documentStatus: ["incomplete"] }). Any listed status matches, and the filter applies to Live documents, so it cannot be combined with materialState draft or archived.

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Finding documents

Documents are one flat list — never split into sections. Narrow it with the filters above the list (status, file type, source, category, and your own storefront dimensions), sort it from the Name, Type and Updated column headers, and switch between the list and a grid. Clear all resets every filter at once.

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Filing several documents at once

Select documents with the checkbox on each row, or the one in the table header to take everything the page shows. The bar above the list then applies to that selection:
  • Choose a category and select Apply to N documents. Nothing is written until you apply, and the bar first tells you how many of the selected documents already carry a different category and would be refiled.
  • Archive N documents archives the selection; the Library offers an undo.
  • Cancel clears the selection.
A document that needs a category — one that went Live without one, for example from a connected source — is listed by the Needs a category filter.

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Adding a document

Adding a document is always deliberate: nothing enters the Library until you choose a file or drop it on the Library’s own drop zone. The Library splits what you add into slides, pages, or sheets and inspects each one. Passing inspection makes a unit eligible for reuse; you still decide whether it is appropriate for a given buyer. Pricing figures stay governed by your rate card and policy stays governed by AI Business Rules, whatever a document says.

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Practise with the example pack

A test or sandbox storefront can add the fictional example pack — a small set of invented documents for a publisher that does not exist. Read it before you add it, so you know what your agent will be taught: its pages become reusable units like any other document, and its invented figures are not quotable. Use it to see the add-and-inspect flow, not to answer a real brief. A production storefront should add its own material instead.

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Opening a document

Opening a document takes over the page rather than opening a dialog: its preview sits on the left and its details on the right, with Back to documents returning you to the list exactly where you left it. A note you write opens the same way.

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Rehearsing a brief

An active Demo Storefront can rehearse the whole teaching workflow from the Library, under Rehearse answering a brief. It creates no buyer demand and sends nothing to a buyer. Add sample documents adds the fixed sample set, whose planning rates are not live or buyer-quotable; once every proposed selling point has a decision, Open the practice brief opens the immutable evaluation turn in Proposal Pass. The server chooses that brief — you cannot supply or replace it. The API calls this the controlled synthetic evaluation.