Modules · ① Capture

Meeton Library

Upload a deck or a PDF, share it by link or in chat, and let the AI explain it to whoever opens it. You see who viewed what, how far they read, and when, so a warmed-up prospect can be carried into a meeting or a follow-up without a CRM in place.

What the visitor sees

The viewer with the AI sidebar on. The agent answers in the context of the document and can jump to the page, or offer a call.

What it does

Prepare and share materials
Upload a PDF or deck under Settings → Meeton AI → Library. Each document gets a share URL and a cover, and becomes available to the chat agent and to Ads.
AI explains and answers questions
Inside the viewer the visitor can ask questions, and the agent answers in the context of the material, moving their understanding forward instead of leaving them with a download.
Read reactions, make the next move
Opens, page-by-page reads, downloads and chat mentions land on the contact's timeline, and can trigger a notification or a Meeton Email follow-up.

The settings, step by step

Documents

Upload PDFs; title, summary, category, cover; gating, scheduling, boosting and quick replies per document.

Visibility & look

Whether the Library shows on your site, the Book a Call button, colour scheme and CTA text.

Chat

The AI sidebar inside the Library and the starter questions it opens with.

Per document

Visible in the library

When enabled, the document is visible to website visitors in the library hub. Sort order controls where it appears; lower numbers first.

Gate from page

Visitors must provide contact info to view pages from this page onwards. Gate from page 1 for a classic gated asset, or let them read the first pages free and gate the rest.

Schedule

Optional start and end dates for when the document is available.

Boost on pages

The document is available on all pages. Add URL patterns to prioritise it when a visitor is on a matching page, with * as a wildcard: /product* or */product-a.

Quick replies

The suggested questions shown to visitors on each page. Leave blank to use AI-generated defaults, written per page after the PDF is processed.

The library as a whole

AI chat sidebar

On, visitors see an AI chat sidebar next to the documents and can ask questions about them. Off, visitors see documents only: the sidebar, starter questions and the Book a call button are hidden.

Starter questions

Up to 3 quick-reply questions shown when a visitor first opens the AI sidebar. Empty, auto-generated questions based on document titles are shown.

Book a call

Show a button in the Library so visitors can schedule a meeting from the viewer.

Appearance

Colour scheme, dark mode and the call-to-action text.

Events the Library records

Event	When	Used for
Document view	The document is opened in the viewer	Timeline, document performance, Email signals
Document page read	One row per page the visitor actually dwelt on, distinct from the open itself	How far they read; which pages matter
Document download	The file is downloaded	Timeline, notifications
Chat mention	The agent cites or offers the document in a conversation	Which materials the AI finds useful

Opening a document from your page

JavaScript

window.Meeton.openLibrary({ docId: "DOC_ID", pageNumber: 3, src: "pricing-page-cta" });

The docId is on the document's row in Settings → Library. src is free-text attribution that appears with the view event. openDownloadCenter() is the older name for the same method and still works. A Meeton Ads creative can do the same with its Hands over a document action.

Identification and files

A share URL opened from an email that Meeton sent carries dmContactId, so the read is attributed to that contact even on a fresh device.
A known contact's reads sync to the CRM as timeline activity when CRM sync is on.
Documents, covers and images are stored in the Tokyo region and fetched by the widget frame from dynameet-client-uploads.s3.ap-northeast-1.amazonaws.com. That host matters only to a corporate firewall or proxy; see Domains & CSP.

Where it shows up in the dashboard

Insights by Module → Library for document performance: views, page reads, downloads and the leads they produced.
Contacts show a Shared content section listing what each person received and read.
Notifications can alert on a document view or download, and Meeton Email treats a read as a signal to follow up.

Troubleshooting

Symptom	Likely cause	What to do
A document is not in the hub	Show in hub is off, it is outside its schedule, or processing has not finished	Documents: the row's status and switches. It can still be handed over in chat and by link.
Processing failed	A scanned PDF with no text layer, a damaged file, or a very large file	Export the deck to PDF again with text; the reason is shown on the row.
The Library shortcut is missing from the chat	The Library is off for the site, no document is Ready, or the shortcut is off under Theme	Visibility & look, then Theme → Shortcuts.
The gate asks for details again	The visitor is on a new device or cleared storage	Expected; a link from a Meeton email carries their identity and skips the gate.
Reads are not on the CRM record	CRM sync is off, or the visitor is not a known contact	CRM sync; only identified contacts sync.
Nobody was notified of a download	No ruleset has Document downloaded on with a destination	Notifications.

Frequently asked questions

Which files can we upload?

PDF. Export decks and documents to PDF first; text is extracted per page for the AI and the per-page suggested questions.

Can we gate only part of a document?

Yes. Gate from page lets the first pages read free and asks for contact details from the page you choose.

Can a document be shared outside the site?

Yes, by its share URL, which opens the viewer on its own. Links in Meeton emails carry the contact reference, so the read is attributed.

Does the AI sidebar know the whole Library or just the open document?

It is the same agent as Meeton Chat with the open document added to its context, so it answers from the document first and your general knowledge after.