Answer Library

5 min read

Overview

Answer Library is an optional, configurable feature of Agentic Table designed to store answers that have been reviewed and verified as part of completed Sheets. The questions and answers in Answer Library are stored as both a table as well as embeddings in the Knowledge Base enabling users to review and edit their Answers and use them as a source for future questions.

Who is it for

Answer Library is designed for all Agentic Table users to preserve their existing, verified answers as both a table and knowledge base source.

If you’re unable to access certain features or sections of this article, it’s possible that your firm doesn’t have access or hasn’t upgraded to the latest version. Please reach out to your internal support team for further assistance.

Benefits

Answer Library enables users to store a set of verified questions and answers as both an editable table and LLM-ready embeddings. This clean dataset can in turn be used to more accurately answer future questions creating a compounding loop of increasing answer quality and greater knowledge base.

Use Cases

The answer library is designed for completing repetitive questionnaires.

  • Request for Proposal/Due Diligence Questionnaires

  • Regulatory compliance questionnaires (SEC, FINRA, GDPR)

  • Investment management documentation

  • Client onboarding forms and KYC procedures

Step-by-Step Guide

View the Library

Users can open the answer the library to interact with the existing verified answers

image-20250728-221016.png

Users with the Answer Library enabled will see this above box in the overview page

Screenshot 2025-07-28 at 6.14.13 PM.png

The Sheet Library is very similar to a standatd Agentic Table sheet with limited capabilities

Adding Sheets to the Library

In order to add answers to the library, the user must go through a 3 step process

  1. Create a sheet with Review Status columns

    Screenshot 2025-07-28 at 4.17.49 PM.png
  2. Review all answers and mark as Verified

  3. Mark sheet as complete and toggle to add sheet to the Answer Library

image-20250728-220815.png

When all answers are marked Verified, the Sheet status in the upper left hand corner will turn from Needs Review to Ready for Completion

Screenshot 2025-07-28 at 6.08.53 PM.png

The Mark as Completed pop-up will give the user the option to add their answers to the Answer Library and upon confirmation mark the sheet Completed

Answer Library Side Panel

When working in an agentic table, answers may reference entries from the Answer Library. Clicking on one of these references opens a side panel that displays the full context of the referenced entry, so you can review source details without interrupting your workflow.

The Answer Library side panel helps you:

  • Quickly validate answers against their sources

  • Gain confidence in generated responses

  • Stay focused by avoiding context switching

Information available in the side panel

The side panel organizes information into clear sections for easy reading:

  • Question - Displays the original question associated with the Answer Library entry.

  • Answers - Shows the answer content used to generate the response in the table.

  • References - Lists the source files used for this Answer Library entry.

  • Metadata - Provides additional details such as the library name and internal identifiers used for tracking and traceability.

This layout is optimized for vertical viewing, so you can read comfortably without horizontal scrolling.

sidepanel.png

Answer Library Side Panel UI

Important note on column configuration

The Answer Library side panel currently relies heavily on the default module template column configuration and naming conventions. Each section in the side panel (Question, Answers, References, Metadata) is mapped to specific, predefined column names expected by the module.

Because of this dependency, dynamic or custom column names are not supported at this time. If column names are changed from the default template, the side panel may not be able to correctly resolve or display the associated content.

To ensure the side panel functions as intended, modules should use the standard column configuration provided by the default module templates.

Sharing the Answer Library

Answer Library sharing is behind the feature flag FEATURE_FLAG_AGENTIC_TABLE_SHARE_LIBRARY_UN_23456. It is off by default. Agentic Table must also be enabled (FEATURE_FLAG_ENABLE_MAGIC_TABLE_UN_8472).

With the flag off, everyone who can open the space can open and use the Answer Library. There is no separate share list, and the Share button is not shown on the library.

With the flag on, the library has its own access list. Being a member of the space is not enough to open it or add answers to it.

Who starts with access

When the library is created, every user and group that currently has access to the space is granted Can manage. People who join the space afterwards are not added. A user with Can manage has to share the library with them.

If the space sets answerLibraryAccessEntityIds in Advanced Configuration, only those users and groups receive Can manage when the library is created. Leave the setting unset to grant every current space member.

How to share

  1. Open the Answer Library.

  2. Select Share. The button is shown only to users with Can manage.

  3. Choose a user or group that already has access to the space.

  4. Grant Can edit or Can manage.

The same dialog changes a member's level or removes their access.

Screenshot 2026-10-12 at 10.25.38.png

What each level can do

  • Can edit — open the library, edit entries, and add verified answers from a completed sheet. The Share button is hidden, so this level cannot change who has access.

  • Can manage — everything Can edit allows, plus sharing the library and changing or removing access.

View-only and Can answer cannot be granted on the Answer Library.

Adding answers

With sharing on, Add to the Answer Library when completing a sheet is available only to users with Can edit or Can manage. If the space has no library yet, the user who completes the first sheet can create it. That user, and the initial members described above, then receive access.

A grant applies only while that user or group still has access to the space. Losing space access also removes Answer Library access, including for groups that are no longer on the space.

Tips & Tricks

Enable in Advanced Configuration: The Answer Library must be activated by an administrator in the Advanced Configuration settings panel. If not visible, contact your system administrator.

Sharing is feature-flagged: Per-library sharing stays off until an administrator enables FEATURE_FLAG_AGENTIC_TABLE_SHARE_LIBRARY_UN_23456. Until then, every space member can use the library and it cannot be shared separately.

Configure Knowledge Base Ingestion Settings: Optimize how answers are processed into the Knowledge Base. Users can determine which columns of the table are included in embeddings as well as which columns are used for metadata and metadata filtering

Monitor Knowledge Base Integration: View which Sheets have been successfully ingested by navigating to the scope defined in the Space configuration

Limitations

No In-Library AI: AI assistance is not enabled within the Answer Library interface itself. AI-powered features are only available when creating new sheets that reference the library.

Last updated