> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trailercast.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Library
> Company-wide pool of reusable sales assets — decks, PDFs, case studies, pricing, battlecards, customer stories. Reps pull from the Library into any Decision Room with one click.
The **Library** holds documents. Reusable *video* — micro demos, product overviews, explainers — lives on the **Reusable** tab of **Trailers**. The Trailers screen used to call itself "Trailer Library", which made the two easy to confuse; it doesn't any more.
The **Library** is your company's single source of truth for sales content. Every reusable asset — pitch decks, pricing sheets, security questionnaires, legal templates, battlecards, customer case studies, ROI one-pagers — lives in one place. Reps browse the Library and attach assets to any Decision Room without re-uploading. Marketing updates the pricing deck once, every active Space gets the new version automatically.
## When to use the Library vs uploading directly to a Space
| Scenario | Use Library | Upload directly to Space |
| ------------------------------------------------------------------- | ----------- | ------------------------ |
| Pricing deck reused across every deal | Yes | |
| Security questionnaire response (canonical) | Yes | |
| Customer case studies | Yes | |
| Battlecards, competitive positioning | Yes | |
| Legal templates (MSA, DPA, NDA) | Yes | |
| Custom one-page proposal for THIS deal | | Yes |
| Signed NDA from THIS prospect | | Yes |
| Custom security questionnaire response with prospect-specific edits | | Yes |
Rule of thumb: if more than one deal will use it, it belongs in the Library.
## Asset types
The Library has eight types. Choose the closest match at upload — type drives a few automated behaviors (e.g., `case_study` assets land in the Customer Stories section of a Decision Room when attached).
| Type | Examples |
| -------------- | ------------------------------------------------------------------- |
| **Case study** | Customer success stories, win narratives |
| **Deck** | Pitch deck, capability overview, demo deck |
| **Pricing** | Rate cards, package comparison, discount sheet |
| **Security** | SOC 2 evidence, security questionnaire responses, infosec one-pager |
| **Legal** | MSA template, DPA, NDA, BAA |
| **Battlecard** | Competitor positioning, objection handling guide |
| **One-pager** | ROI calculator, executive summary, integration architecture |
| **Other** | Anything that doesn't fit above |
You can also add free-form tags (`enterprise`, `q3-2026`, `late-stage`) for finer filtering.
## Uploading an asset (admin only)
Top-right of the Library phase. Admin role required.
Title, type, optional description, tags, visibility (Everyone vs Admins only), optional relevant industries + use cases (these power the "Suggested for this Space" feature).
The asset is now version 1. Reps can attach it to any Decision Room immediately.
**Supported formats:** PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX, PNG, JPG, WebP, GIF, TXT, CSV, ZIP. **Max 25 MB.**
## Versioning (V2)
Every asset has a version history. When marketing updates the pricing deck, admins click into the asset → **Upload new version** → optionally add a change note ("Updated Q3 pricing"). The asset's `currentVersion` increments; every Decision Room using the asset sees the new version on next download.
### Pinning a version
By default, attached library assets are **always-latest**. The Documents tab in a Decision Room shows a **"From Library"** badge — meaning this row tracks the asset's current version.
If you want to lock a Space to a specific version (e.g., you negotiated a contract against MSA template v2 and don't want it changing under you), pass the `libraryAssetVersion` parameter when attaching via the API. The badge changes to **"Library · v2"** to indicate the pin. Future asset updates won't propagate.
V1 attaches always-latest by default; explicit pin is V3 of the UX.
## Visibility (V2)
Each asset has a visibility flag set at upload:
* **Everyone** (default): all members can see it in browse + attach to their Spaces.
* **Admins only**: hidden from members in the browse view AND the Browse Library modal inside Decision Rooms. Useful for early drafts, sensitive enterprise pricing, or assets still in legal review.
Admins always see everything (including archived assets via the "Show archived" toggle).
## "AI picks for this deal" (opt-in)
When a rep clicks **Browse Library** inside a Decision Room, the modal opens with **two free sections** by default:
1. **Other matches** — Postgres full-text search results (asset title + description + tags + relevant\_industries vs the Space's discovery + industry). No AI cost.
2. **Everything else** — the full library with type / search filters.
A third **AI picks for this deal** section is **opt-in**. The rep clicks "Ask AI to rank" — Claude Sonnet 4.5 reads the Space's full context (prospect company, industry, deal stage, discovery summary, welcome message, stakeholder ledger, and the most recent linked demo's structured AI summary including pain points and objections) and ranks the library catalog against it, returning the top picks with a one-sentence reasoning each:
> *"Recommended because Acme is in healthcare and asked for HIPAA evidence in the discovery call — this is the ProHealth case study."*
The result is **cached per Space** so subsequent modal opens of the same Space render the AI ranking instantly without re-running the model. A **Refresh** button next to the AI section lets the rep re-run after adding discovery context, attaching a new demo, or shifting the deal stage.
If the AI call fails (rare — Anthropic outage, transient parse issue), the modal shows an inline "couldn't reach the AI" hint and the rest of the modal keeps working.
If the Space has no discovery summary or linked demos yet, AI picks may be empty — the model returns nothing rather than guessing. Fill in the discovery + people fields, then click Refresh.
### Caching
* Browse modal opens reuse the previous AI ranking instantly — repeat opens of the same Space's modal don't re-run the AI.
* Click **Refresh** to re-run the AI after adding new library assets, updating discovery, or attaching new demos.
### Making your assets more discoverable
To improve both the AI's reasoning AND the FTS fallback, fill in these fields at upload:
* **Relevant industries** (multi-select): `saas, healthcare, fintech, manufacturing, retail`
* **Relevant use cases** (multi-select): `enterprise-deal, security-review, late-stage, expansion, pilot`
* **Description** — a sentence or two explaining when to use this asset (the AI reads this verbatim)
* **Tags** — free-form, comma-separated; both the AI and FTS index them
## Attaching to a Decision Room
Either from your dashboard or from the qualifying call → Create Space flow.
Top of the Documents section, next to **Upload document**.
The Suggested section is pinned to the top. Filter by type or search to find what you need. Click rows to add a checkmark.
All selected assets attach in one click. They appear in the Documents list with a **"From Library"** badge.
## Archiving (admin only)
Archive an asset when it's outdated but still referenced by old Decision Rooms. Open the asset → **Archive**. The asset:
* Disappears from browse + the Browse Library modal
* Existing attachments keep working (downloads still serve from R2)
* Can be restored any time via the **Show archived** toggle in Library
We don't hard-delete. Marketing can ship a new version instead of deleting and re-uploading.
## Engagement aggregation (V3 — coming soon)
Per-asset stats: "this deck has been attached 47 times across 12 Spaces, viewed by prospects 132 times, average time-on-page 4m 22s". Designed, not yet shipped.