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The AI Library — labeled AI Setup in the app — is where you teach Sally who to write to, what to read before she writes, and how she should sound. Build each block once and every agent you launch picks it up automatically. Edit a prompt or an ICP here and the change flows to every agent that references it, so you never have to update the same setting in multiple places. A catalog on the left lists every block, grouped into three sections, with a Search AI setup… box at the top that filters by name or description. The right panel holds the editor for whichever block you have selected. A footer at the bottom of the page shows Sally’s status — Ready to run, Paused, or Not active — so you always know at a glance whether your agents are live.

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What you can do

The library is organized into three groups, each covering a different aspect of how Sally works.

Targeting

My Companies — your company profile and competitor map. ICP Targeting — the firmographics that decide which accounts enter Sally’s queue. Personas — job titles bucketed by deal role so each contact gets the right opener.

Research

Deep Research — the account-research recipe Sally runs before writing. Deep Research · People — the person-research recipe covering LinkedIn, content, and career moves. User Deep Research — research about you, so outreach sounds like your voice.

Content & Tools

Prompt Library — reusable prompts for every flow. Reply Handlers — tone, knowledge, and escalation rules for inbound replies. Calendar, Templates, and Analytics round out the toolkit.

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Targeting — who Sally writes to

  • My Companies — stores what you sell and maps your competitors. Block a competitor here and Sally won’t pitch into their accounts.
  • ICP Targeting — ideal customer profiles: industries, headcount, locations, revenue, technologies, and skills that decide whether a company belongs in Sally’s queue.
  • Personas — job titles grouped into four role buckets (Decision Maker, Champion, Influencer, End User) so the same kind of buyer at any company gets the same opener.

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Research — what Sally reads before she writes

  • Deep Research — the account-research recipe: public sources, news, hiring signals, and tech stack Sally crunches into a one-pager she cites in every outbound.
  • Deep Research · People — the person-research recipe: LinkedIn history, content, mutual connections, and recent moves.
  • User Deep Research — research about you — your voice, expertise, and content themes — so outreach sounds like it came from you.

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Content & Tools — what Sally says and how she replies

  • Prompt Library — reusable prompts for every flow. Edit one prompt and every agent using it updates immediately.
  • Reply Handlers — tone sliders, knowledge base, and escalation rules for when a prospect writes back.
  • Calendar — booking rules, meeting types, business hours, and buffers.
  • Templates — pre-shaped emails, sequences, and LinkedIn messages.
  • Analytics — per-prompt reply rate, per-sequence conversion, and per-agent ROI.
The AI Library stores reusable ingredients. You assemble them into a working agent in the AI Builder — the library blocks you configure here are what the builder picks up when you create or edit an agent.

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How to find and open a block

1

Open AI Setup

Navigate to AI Setup from the app sidebar. The catalog on the left lists every block, grouped into Targeting, Research, and Content & Tools.
2

Search or browse

Type in the Search AI setup… box to filter the catalog by block name or description, or scroll the three sections to find what you need.
3

Select a block

Click any row in the catalog. The right panel loads that block’s editor. Each block keeps a direct link in the URL, so you can bookmark it or share it and land back on the same view.

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How to create a profile

Most blocks — ICP Targeting, Personas, My Companies, Prompts, and Templates — follow the same pattern: a list of profiles on one side, a detail panel on the other, and a New button that opens a side drawer.
1

Pick a block and click New

Open a block such as ICP Targeting and click New profile. The button label matches the block — New persona, New prompt, Add company, and so on.
2

Fill in the details

Each block has its own fields. An ICP captures industries, company size, locations, revenue, technologies, and skills. A Persona captures a name, a short description, and the job titles you sort into the four role buckets. Placeholder text in each field shows the expected format.
3

Save

Save from the drawer. The new profile appears in the list immediately and becomes available to every agent you build.
For Personas, you don’t have to map job titles one by one. Paste a list of titles or describe the role in plain English, and Sally sorts them into the Decision Maker, Champion, Influencer, and End User buckets for you.

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How to filter by scope

ICP profiles, Personas, My Companies, and Prompts can be personal to you or shared with your whole team. A scope strip above the list lets you switch between views.
1

Use the scope filter

At the top of the list, click All, Personal, or Team. Each chip shows a live count — for example, Team · 4. A teammate’s shared profile is read-only to you; only the owner can edit or delete it.
2

Search within the scope

Use the search box to narrow the visible list further by name within whichever scope you have selected.
To reuse a teammate’s shared profile or prompt, click Duplicate. The copy is created as a Personal-scoped item you fully own and can edit freely.

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How to clone, export, and bulk-manage

Blocks like ICP Targeting and Personas support a Select mode for working on several profiles at once.
1

Enter Select mode

Click Select to reveal checkboxes on each profile. Use Select all or Clear to manage the selection quickly, then click Done to exit Select mode when you are finished.
2

Clone or delete in bulk

With profiles checked, click Clone to create copies or Delete to remove them. You can only delete profiles you own — a teammate’s shared profile is skipped and you are told how many were skipped.
3

Export as JSON

Click Export JSON to download your profiles as a file for backup or sharing. With nothing checked, the export includes everything in the current scope; with a selection active, it exports only those profiles.
Bulk Delete and Clone act only on the rows you have checked in the current scope. A teammate’s shared profile cannot be deleted by you. If a list appears empty right after loading, wait a moment and reload before recreating profiles — a slow load looks identical to having no data.
The footer at the bottom of every AI Setup page shows Sally’s current status: The footer is a read-only health check. To change Sally’s status, manage your agents from the AI Builder.

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FAQ

The AI Library stores reusable building blocks — ICPs, personas, research recipes, prompts, and reply rules. The AI Builder is where you combine those blocks into a live agent with a cadence. Editing a block in the library updates every agent that references it.
No. Targeting (ICP and Personas) and a prompt are the most valuable to configure first. Research recipes, calendar rules, and reply handlers refine quality, but agents can run without all of them fully set up.
Team-scoped profiles are visible to your whole team, but only the original owner can edit or delete them. Duplicate a shared profile to get an editable personal copy. Team prompts are also versioned; personal prompts are not.

ICP Profiles

Define the firmographics that decide which companies enter Sally’s queue.

Persona Profiles

Bucket job titles by role so each contact gets the right opener.

Prompt Library

Save and reuse email and LinkedIn prompts across every agent.

AI SDR Builder

Assemble your library blocks into a live AI sales agent.
Last modified on June 20, 2026