Answer Library
3 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
Users with the Answer Library enabled will see this above box in the overview page
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
Create a sheet with Review Status columns
Review all answers and mark as Verified
Mark sheet as complete and toggle to add sheet to the Answer Library
When all answers are marked Verified, the Sheet status in the upper left hand corner will turn from Needs Review to Ready for Completion
Click the Ready for Completion button to display the Mark as Completed button
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.
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.
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.
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.
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