What is the Library and how does it work?
The Library is Cleo's memory. Everything you add — price lists, FAQs, ways of working, photos of documents — she reads, extracts the facts from and organizes. She then uses that knowledge everywhere: on the phone, in draft replies to mail and in tasks.
You'll find the Library in the main menu under
Library. Everything on that page belongs to your organization: colleagues look at the same sources and the same items.From source to knowledge
When you add something, Cleo works through it in steps. The original is always kept — what you see is the source plus what Cleo extracted from it.
Sources — The files and links you add. The original stays untouched, so you can always trace where something came from.
Readable content — Cleo makes every source searchable: text from PDFs, text recognition (OCR) on images, transcripts of audio.
Items — From the content Cleo extracts individual, typed facts — a contact, a receipt, an appointment — each with a confidence score and a link back to the source.
Lenses — The glasses items are organized through (say "Receipt" or "Person"). Cleo suggests new lenses; you approve them.
Confidence and review
Cleo is honest about how sure she is. Items she's confident about become Active right away; when in doubt they land in the Needs review queue and you decide.
Active — Used in answers and tasks.
Needs review — Waiting for your approval or rejection.
Archived or Superseded — Old or replaced knowledge — still retrievable, no longer used.
[ screenshot: Library overview with sources, items and the Needs review queue ]
Privacy levels
Every item has a privacy level: Normal, Private or Sensitive. Only items at Normal are used for answers on the phone — sensitive material never ends up in a conversation with a caller.
How the Library differs from Preferences and tables
Library — What Cleo knows about your business: documents, prices, ways of working. Meant for answering questions.
Preferences — What Cleo remembers about you: your writing style, your timezone, how you want things handled. Found under
Settings → Preferences.Automation Tables — Structured rows tasks keep track of (contact lists, results of recurring work). Found under
Settings → Automation Tables.Was this article helpful?