> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Library: Targeting, Research, and Prompt Blocks

> The AI Library holds the targeting profiles, research recipes, prompts, and reply rules that Sally draws on every time she runs an agent.

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.

## What you can do

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

<CardGroup cols={3}>
  <Card title="Targeting" icon="crosshairs" href="/ai-library/icp-profiles">
    **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.
  </Card>

  <Card title="Research" icon="magnifying-glass" href="/ai-library/deep-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.
  </Card>

  <Card title="Content & Tools" icon="pen-nib" href="/ai-library/prompt-library">
    **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.
  </Card>
</CardGroup>

### 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.

### 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.

### 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.

<Note>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.</Note>

## How to find and open a block

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Save from the drawer. The new profile appears in the list immediately and becomes available to every agent you build.
  </Step>
</Steps>

<Tip>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.</Tip>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Search within the scope">
    Use the search box to narrow the visible list further by name within whichever scope you have selected.
  </Step>
</Steps>

<Note>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.</Note>

## How to clone, export, and bulk-manage

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>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.</Warning>

## Sally's status footer

The footer at the bottom of every AI Setup page shows Sally's current status:

| Status           | What it means                            |
| ---------------- | ---------------------------------------- |
| **Ready to run** | Agents are active and Sally is working.  |
| **Paused**       | Outbound is temporarily stopped.         |
| **Not active**   | Autonomy is off — no agents are running. |

The footer is a read-only health check. To change Sally's status, manage your agents from the **AI Builder**.

## FAQ

<AccordionGroup>
  <Accordion title="What's the difference between the AI Library and the AI Builder?">
    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.
  </Accordion>

  <Accordion title="Can I link directly to a specific block?">
    Yes. Each block keeps its own URL, so you can bookmark it, deep-link to it, or share a link that opens straight to the block you want.
  </Accordion>

  <Accordion title="Do I need to fill in every block before launching an agent?">
    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.
  </Accordion>

  <Accordion title="Who can see and edit a shared profile?">
    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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="ICP Profiles" icon="bullseye" href="/ai-library/icp-profiles">
    Define the firmographics that decide which companies enter Sally's queue.
  </Card>

  <Card title="Persona Profiles" icon="user" href="/ai-library/persona-profiles">
    Bucket job titles by role so each contact gets the right opener.
  </Card>

  <Card title="Prompt Library" icon="scroll" href="/ai-library/prompt-library">
    Save and reuse email and LinkedIn prompts across every agent.
  </Card>

  <Card title="AI SDR Builder" icon="robot" href="/ai-agents/ai-sdr-builder">
    Assemble your library blocks into a live AI sales agent.
  </Card>
</CardGroup>