The AI Chat is the main interface for working with Tale’s AI. It is a conversation workspace where you can ask questions, request actions, and explore your data in plain language.
Using the chat
- Access: Navigate to Chat in the left sidebar.
- To start a new conversation, click the plus icon in the top toolbar or use the keyboard shortcut.
- Each conversation is saved to your history and can be searched or renamed later.
Sending messages
Type in the input area at the bottom of the screen. The Enter key sends your message. Use Shift+Enter for a new line within a message. The input area grows automatically as you type.
File attachments
You can attach files to any message by clicking the paperclip icon or dragging files into the chat window. Supported file types include:
- Images: PNG, JPEG, GIF, WebP. The agent analyzes the visual content.
- Documents: PDF, DOCX, XLSX, PPTX, TXT, Markdown. The agent reads the content.
- Code files: JS, TS, Python, and most common source file formats.
Files are uploaded before the message is sent. A loading spinner shows for each file while it uploads.
Selecting an agent
The agent selector is in the bottom-left corner of the input area, shown as a bot icon. Use it to choose which AI agent handles your conversation. The default is the system chat agent. Custom agents your team has built also appear here.
Chat history
Click the clock icon in the top toolbar to open the history sidebar. You can:
- Browse all past conversations, grouped by date
- Click a conversation to open it
- Double-click a conversation title to rename it inline
- Use the three-dot menu to rename or delete a conversation
- Search across all conversations with
Ctrl+K or Cmd+K on Mac
What the chat agent can do
The default chat agent can handle:
| Tool category | What you can ask |
|---|
| Knowledge base search | Ask questions answered by your uploaded documents and crawled websites |
| Web search | Search the internet for current information |
| Document handling | Parse and analyze PDF, Word, PowerPoint, Excel, and text files |
| Image analysis | Describe, analyze, or extract information from images |
Keyboard shortcuts
| Action | Windows / Linux | macOS |
|---|
| New chat | Alt + Ctrl + N | Option + Cmd + N |
| Search chats | Ctrl + K | Cmd + K |
| Toggle history sidebar | Ctrl + H | Cmd + H |
Last modified on April 8, 2026
