What is the content library?
The content library is your workspace's shared pool of reusable files, links, and media — case studies, decks, demo videos, research reports, competitor intelligence. Anything your team uses across multiple rooms.
Why a library (and not just templates)?
Templates and the library solve different problems.
Templates | Content library |
|---|---|
Save entire room structures (sections + widgets) | Save individual assets (files, links, media) |
Used at room creation | Used any time — drop an asset into any room |
Best for proposals, kickoffs, QBRs | Best for case studies, decks, demos, reference links |
You use a template when you want to build a whole room fast. You pull from the library when you want to add a specific piece of content to a room you're already building.
What belongs in the library
Library items are assets — files you've uploaded or links to external resources. There's no item-type taxonomy: an asset is an asset (you tag it instead, see Organizing library content).
Good library candidates:
- Customer case studies
- Product demo videos
- Sales decks
- Standard T&Cs and legal documents
- Competitor intelligence links
- Internal research dashboards
- Brand assets (logos, style guides)
Bad library candidates:
- Content that's always deal-specific (just add it directly to the room)
- Text snippets, headings, CTAs — these live inside rooms, not the library
How it's organized
The library is a flat, searchable list. Filtering is done through:
- Search — by item name
- Tags — labels you apply to each item (e.g.
Sales,Q4,Enterprise)
No folders. No pinning. The combination of search + tags handles most scale.
Who can use it
Browsing and adding library items to rooms: any member (Admin, Pro, Basic).
Adding new items, editing, or deleting library content: Admins and Pro users.
How items are used in rooms
When you add a library item to a room, it's copied into the room. The room gets its own independent version — editing the library version later doesn't update rooms that already reference the item.
This means the library is a source of starter content, not a live-linked system. If you update a case study in the library, existing rooms keep the old version; only new rooms created afterward get the updated one.
Related articles
- Adding assets to the library
- Using library widgets in a room
- Organizing library content
- Keeping library content up to date
Updated on: 18/06/2026
Thank you!