Library

The shared repository for reusable sales and marketing assets, plus the review workflow that keeps them accurate.

Librarian

Admins. A searchable, filterable list of every asset in the library — filter by resource type, content type, or status, with add, edit, delete, and download actions, plus connector status indicators.

Sales plays

Structured competitive playbooks, filterable by card type, lifecycle state, rival, or owner. Opening a play gives you a tabbed editor covering sections, objections, questions, and proof points — each subsection can be regenerated with AI, then approved or rejected before the play is published. Reps who just need to reference a published play can use the read-only browse view.

Approval queue

A review dashboard for anything AI-drafted that needs a human check before it's trusted: marketing ideas, competitor mentions, objections, and sections/quotes/metrics from sales plays and case studies. Each card shows a pending/backlog count; drilling in lets you approve, reject (with a reason), or revert items, filtered by things like quality floor, speaker, or meeting. This is typically a PMM or content-owner responsibility.

Case studies

List and filter your case studies by lifecycle, owner, or text search. A "draft" wizard lets you pick a closed-won opportunity and have the AI generate a first draft automatically; from there you review sections, quotes, and metrics before publishing to a buyer-facing page.

Microsites

Build and manage buyer-facing microsites with a block-based page editor — add, reorder, and regenerate blocks with AI. Microsites go through a review workflow (submit for review, approve, request changes) before publishing, and include analytics and a rotatable share link.

Connectors

Admins. Shows connection status for Box, Google Drive, and SharePoint/OneDrive, and lets you turn each connection on or off.