Platform

Use these guides to work in Tale, whether your organization uses Cloud or runs its own deployment. Start with a question in a chat, keep recurring work in a project, or follow a specific feature guide when you need to change a setting.

Move between sections

On a computer, the rail along the left edge shows the sections as icons: Home, Knowledge, and Automations, with Settings, your notifications, and your profile menu at its foot. Point to an icon to see its name. On a phone, the tab bar at the bottom offers Home, Knowledge, Automations, and Settings. Automations always shows for Owners, Admins, and Developers, who build automations; everyone else sees it once the organization runs a live organization-wide automation. Automations bound to a project show on that project's own tab.

On a phone, navigation sits in a rounded capsule floating above the page. Content scrolls behind it, while message fields and page actions stay above it. The capsule hides when the on-screen keyboard opens and returns when you close the keyboard.

As you scroll down, the navigation becomes smaller and moves slightly lower, showing just the icons. Scroll up to bring back the full bar and labels. Every destination stays available in both sizes.

A section always opens on its own first page, whatever you did there last, so the same choice leads to the same place every time. For example, open an automation's Runs tab, switch to Home, then choose Automations: the automation list opens, not the tab you left. On a computer, Home is the one section that picks up where you were: it reopens the chat you last read, or a new chat if you have none, and choosing Home again while you are there starts a new chat. The shortcut ⌥⌘N on a Mac, or Alt+Ctrl+N on Windows or Linux, also starts a new chat.

Settings lists its pages in a panel beside the page, and the page header names the page you opened; on a phone, Settings starts from a list of its pages. Knowledge shows its pages as tabs under its header.

Bookmarks and shared links to a particular project, task, or document still open that destination.

Find your work in Home

Home keeps your chats, tasks, projects, and customer conversations together. On a computer, the Home panel stays beside every chat, task, project, and inbox page. On a phone, Home opens the same list as a screen of its own. A chat, task, or conversation you open from it has a single header: a back arrow that returns to the list, its title, and its actions. Your profile menu stays at the top of the Home screen and of Settings.

On desktop, drag the Home panel’s right edge to adjust its width. You can also focus the divider with Tab and press Left or Right. The width is remembered for this organization in your browser.

At the top of the panel, All, Chats, Tasks, and Inbox switch what the list shows, and New chat, the pencil beside them, starts a chat; its tooltip shows the shortcut. Inbox appears only when your organization has an inbox: a deployed mail-sync automation, or an API app that has synced a conversation.

Projects lists every project you can open. Choose a project to open its page with the task board, General, Chats, Knowledge, and Agents. The two icons beside the Projects heading are All projects, which opens the full project list, and New project. Drag a chat onto a project to file it there. A project's menu offers New chat and Pin project.

Below the projects, one list groups your work under Pinned, Today, Yesterday, Previous 7 days, and Earlier:

• Your chats.
• The open tasks assigned to you or waiting for your review, from every project you can read.
• In All, the open inbox conversations you can see.

An empty All or Chats view offers New chat, and an empty Tasks view offers All projects, which opens the project list.

Each row starts with a chat bubble, a colored circle for the task's status, or the customer's initials. The title follows with how long ago the item last changed, and one line of context below: the chat's project, the task's key and status such as WEB-2 In review or Waiting for your review, or the customer and their latest message. A dot in the accent color marks an unread chat or conversation and a task waiting for your review. Draft with a pencil at the start of the context line marks a chat, task, or conversation holding text you typed but have not sent, except the one you have open. Drafts stay in the browser you typed them in. A chat's menu offers Pin chat, Mark as read or Mark as unread, Rename, Move to project…, Share, Stop sharing for a shared chat, Archive, and Delete. Archived chats move to Archived at the bottom of the list.

The Inbox view lists the conversations of one status: choose Open, Closed, Spam, or Archived in its status menu. It also offers New email, a search field, and a Filter button for Assignee, Read status, and Channel. To act on several conversations at once, point to a conversation's initials and tick the checkbox that appears. The bar above the list then offers Send messages, Close, and Mark as spam for open conversations, or Reopen for closed and spam ones, together with Archive or Unarchive and Clear selection.

A chat, task, or conversation opens under a header with its icon, its title, one line of context, and its actions. Hide sidebar at the start of that header folds the Home panel away for more room, and Show sidebar brings it back; the button's tooltip shows the shortcut. In a conversation, the first action, Copy link, copies a link that opens the same conversation for a teammate.

Keyboard shortcuts

On a computer, you can also move through Home and open search from the keyboard:

When nothing from the list is open, ⌥↓ (Alt+↓) opens its first item and ⌥↑ (Alt+↑) its last. In a text field, these keys keep their usual meaning. Once a row has keyboard focus, the Home and End keys jump to the first and last row of its list, and Enter opens the focused row.

Choose a feature

Find your starting point

Your role controls which actions are available. Teams and project access decide which resources you can reach. Follow the route closest to your work; an administrator can explain a missing action.