Reference Library
How to use the Reference Library to upload documents, save conversation artifacts, and build your organization's persistent knowledge base in Apogee.
Reference Library
The Reference Library is your organization's shared knowledge base inside Apogee. It stores documents you upload and artifacts saved from conversations, making them available as context for future research and intelligence work.
How It Works
Everything in your Reference Library feeds into Apogee's research. When you ask a question or run a briefing, Apogee draws on your reference materials alongside its legislative, regulatory, and news data sources. This means your internal knowledge - position papers, stakeholder lists, prior analyses - gets factored into every answer.
Two ways content enters your library:
- You upload it. Drag and drop files directly onto the Reference page, or click "Browse files" to select from your computer.
- Apogee saves it. During conversations, Apogee may produce analyses, comparisons, or summaries worth keeping. These artifacts are saved to your library automatically when relevant, so institutional knowledge accumulates without extra effort.
What to Upload
The Reference Library is designed for materials that inform ongoing work. Good candidates include:
- Position papers and policy briefs - Your organization's stance on key issues
- Stakeholder and contact lists - Congressional staffers, agency contacts, coalition partners
- Prior research and analyses - Past work product that provides historical context
- Internal memos and strategy documents - Background that shapes how Apogee should frame its research
- Data files - CSVs, spreadsheets, and structured data relevant to your policy areas
Supported formats include PDF, Word documents (.docx), spreadsheets (.csv, .xlsx), and plain text files.
Artifacts from Conversations
When you work with Apogee in chat, the system may generate structured outputs worth preserving - bill comparison tables, funding trend analyses, stakeholder maps, regulatory timelines. Rather than losing these when the conversation ends, Apogee saves them to your Reference Library as artifacts.
Each artifact includes:
- Title and description - What the artifact contains
- Source conversation - Where it was generated, so you can revisit the full context
- Format tag - Whether it's an analysis, table, chart, or document
You can review, rename, or remove artifacts from the Reference page at any time.
Organization-Level Sharing
Reference materials are shared across your organization. When one team member uploads a stakeholder list or Apogee saves a policy comparison, everyone on the team benefits from that context in their own research sessions.
This is especially valuable for:
- Staff transitions - Institutional knowledge persists when team members change roles
- Cross-team collaboration - Policy teams, comms, and government affairs all draw from the same base
- Consistent analysis - Apogee's answers reflect your organization's accumulated understanding, not just public data
Managing Your Library
From the Reference page, you can:
- Search across all files and artifacts by title or description
- Sort by recency, name, or type (uploads vs. artifacts)
- Remove items that are outdated or no longer relevant
To upload new files, drag them onto the upload zone at the top of the page, or click "Browse files" to use the file picker.