Features

Product features and capabilities.

Assemble customer documents from certified snippets, manage library reviews, run the prompter during demos, and answer call questions in real time.

The workspace

Three panes for the library, canvas, and live preview.

Library tree: Browse snippets by library and collection with their review state and age beside the name. The review state is a coloured square; the age shows the time since the last certification.
Inserting from the tree: Return inserts the selected snippet at the insertion point, and Insert at end places it last. Insert all on a collection adds every snippet in that collection in order.
Assembly canvas: Drag snippets from the tree, reorder rows from the keyboard, and set each row’s heading depth.
The canvas row menu: Refresh to latest re-pins a row when its snippet has a newer revision. Save as snippet… turns a row of one-off prose into a library snippet and leaves the row tracking it. Increase heading level (+1), Decrease heading level (-1) and Reset heading level (H0) adjust heading depth in the finished document, and Remove deletes the row from the canvas.
Live preview: See the formatted document update in real time as you edit the canvas.
Quicklook: Press Shift-Return on a tree row, or choose Quicklook in the row menu on the Library page and review worklist, to inspect the rendered snippet with its seal, revision number, Copy, and Open in editor.
Copying one snippet: Copy places a single snippet on the clipboard as rich text and plain text from a tree row, the Library page, the review worklist, or Quicklook.
Every snippet’s own page: Open in library opens any tree row or canvas row on the Library page. Snippet URLs use a permanent ID so links continue working after renames.
Full-text search: Press / to focus the library search input and search across titles, tags, summaries, and body text. Certified snippets rank above unreviewed ones; drafts and archived snippets are excluded.
Keyboard shortcuts: Navigate the workspace from the keyboard. Press ? to view shortcuts for the workspace, library tree, canvas, and editor.
The command palette: Press Command-K to search snippets and run document actions including Fields, Export, Save as template, and Start prompter. Unavailable actions remain visible with a note explaining why.
Moving between pages: Documents, Library, and Mappings stay in the workspace toolbar at desktop widths and collapse into the Go to or More menu on narrower windows.

Content in

Write in the editor or import existing files.

The in-app editor: Write and edit snippets in the workspace as rich text or Markdown. Open in editor opens any snippet from its row menu. Unsaved body edits are preserved in the current browser tab.
Raw upload: Import files… under the library tree offers Choose files and Choose folder. Markdown, plain text, and code files each import as a snippet in the selected library.
Google Docs: Import Google Docs from Drive as snippets, or connect a Drive folder in Settings → Sources. Click Sync Snippets on one folder or Sync All Folders to pull updates on demand.
A local folder: Open a local folder in Chrome or Edge and click Re-scan to pull edits.
A GitHub repository: Import from a repository… reads Markdown, plain text, and code files from a branch, tag, or subfolder. Click Import again to pull updates.

Certified · Dana R. · rev 4 · expires 2026-12-01

Named reviewers and scheduled review expiry.

Review and certification: Curators and admins mark snippets certified under their own name. Settings → Reviews configures whether authors can certify their own edits or require a second reviewer.
The review worklist: Filter the Library page for snippets that are unreviewed, expired, or flagged with Flag for correction. Press A to certify a row, F to flag it, E or Return to edit it, or Clear flag to remove a flag.
Expiry: Set a review window per library in Settings → Reviews so certifications expire on schedule.
Revision history: Every save creates a numbered revision. Open History to inspect previous revisions and click Restore revision N to write a new revision from an earlier version.

Documents out

Fill fields once and export in six formats.

Exports: Copy formatted rich text for email and chat, or export to Google Docs, PDF (via the browser print dialog), DOCX, Markdown, or HTML.
The export sheet: Preview the page thumbnail, check unfilled field counts with Fill fields, and review any uncertified snippets before exporting.
The whole document to the clipboard: Copy document in the toolbar copies the assembled document as rich text and plain text.
Fields and deal profiles: Add {{customer}} placeholders to any snippet and fill them once in the Fields sheet. Filled values save to a deal profile managed in Settings → Variables.
Templates: Save as template turns an assembled document into a reusable template you can start from or insert into an open document.
Renaming, duplicating and moving: Rename, Rename… and Rename document… update titles without breaking links. Duplicate copies a snippet, document, template, or canvas row, and Move to… relocates items in the tree.
Archive and restore: Archive document, Archive template, Archive snippet, Archive collection, and Archive hides items without deleting them. Use Restore on the Documents or Library page to bring archived items back.
Fair-use ceilings: Clear inline notices explain workspace limits on imported file size, image size, diagram size, cues per snippet, and collection depth.

The prompter

A scrolling prompter for live demos and calls.

RequiresThe CCEForge browser extension, for Chrome. Cues from the page and recording mappings need it. The prompter reads a document without it, and the rest of CCEForge needs no extension.

The browser extension: Detects which page or UI element is on screen during a demo. Runs in Chrome without storing credentials.
Mappings and cues: Map a snippet to a URL or page element so the prompter jumps to that section when the page opens or the pointer reaches the element. Manage all site mappings on the Mappings page.
The step map: Shows numbered markers for your current section, next section, and other mapped sections on the page. Offers "Re-map the rest." when mappings are missing and displays "Mapping mode is on; cues do not fire." while mapping.
Voice-follow: Scrolls your script as you speak using Chrome’s on-device speech recognition. The "Only my voice" switch filters out quieter audio from other call participants.
Its own window: Pop the prompter into its own floating window beside your video call in Chrome and Edge.

Live Answers

Real-time call answers from certified snippets.

Transcribed on your computer: Transcribes call audio on your computer and sends short pieces of the text to Anthropic to match questions against your library. No audio is recorded or stored.
The Live Answers window: Press Shift-Command-A or click Live Answers in the toolbar to open the feed. Use arrow keys to navigate cards, R to send an answer to the prompter, Return to copy, W to log a missing snippet, A to answer the last statement, and Esc to dismiss.
Answers from the library: Displays the snippet’s exact text, certification seal, revision number, and 0–100 score. Direct quotes require a certified snippet with at least a Solid score; lower matches link to the source snippet.
Announce: Sends a one-sentence transcription notice into the prompter for the presenter to read aloud on the call.
The after-call list: Questions asked, answers shown, and cited snippets are kept for 30 days by default or your workspace retention window. Mark a call Keep this call to retain it until deleted.
The workspace policy: Admins configure Live Answers availability, history retention days, Keep every call of mine permissions, and speaker filtering in Settings → Live Answers.

Working together

Team libraries, roles, and permissions.

Members and invitations: Invite teammates by email, assign roles or Admin permissions, resend or revoke invitations, and manage members from Settings → Members.
Roles: Assemblers build and export documents. Curators also maintain and certify the library. Admins manage members and workspace settings.
Signing in and your profile: Sign in with a six-digit email code or Google. Manage your avatar, workspace name, and URL slug in Settings → General.
Libraries and collections: Organize content into shared and personal libraries with collections nested up to five levels deep. Use New snippet, New collection, New snippet in this collection, New snippet here, and New collection here to add items in place, or manage libraries in Settings → Libraries.
Hide in tree: Hide in tree removes a library from your local Pane 1 tree without affecting teammates. Hidden libraries are listed at the bottom of the tree with a Show button.
Clear sample content: Workspace admins can clear the sample library from its row menu. The toast offers Undo for eight seconds; after that, Reinstall sample content in Settings → Libraries brings the same snippets and documents back.
Light and dark: Choose light, dark, or system theme, compact density, and reduced motion in Settings → Appearance.
The code theme: Select a syntax highlighting palette in Settings → Syntax highlighting. All palettes meet 4.5:1 contrast in light and dark themes.
Code and diagrams: Highlight fenced code blocks in the preview, clipboard, and PDF exports, and render Mermaid diagrams in the preview.
Settings: Nine tabs: General, Appearance, Syntax highlighting, Libraries, Variables, Sources, Reviews, Live Answers, and Members.