Platform is the complete product documentation for Tale. It covers every user-visible feature — chat, knowledge base, agents, automations, integrations — plus role-specific task guidance and all org-level admin settings (members, roles, teams, branding, governance, AI providers, analytics). Everything here applies identically whether you are on the managed Cloud edition or running a Self-hosted instance.
The only docs that do not live here are the edition-specific ones: Cloud billing, residency, and hosted SSO live under Cloud; instance installation, environment configuration, observability, and release notes live under Self-hosted. If a page describes a feature you see in the product UI, it is in this tab.
By feature
- Chat — the conversational surface. Attachments, agents in chat, Arena Mode for side-by-side model comparison.
- Workspace — knowledge base, conversations, approvals, canvas, prompt library, document comparison.
- Agents — custom AI assistants: what they are, how to create one, how versions work.
- Automations — multi-step workflows, triggers, execution logs.
- Knowledge — structured data and website crawling.
- Integrations — connecting Tale to AI providers, data sources, and third-party tools.
By role
Tale has six roles. Four have task-oriented guidance here; Owner is Admin plus a small set of lifecycle actions; Disabled has no product access.
- Member — read-only: chat, browse knowledge, read conversations and approvals.
- Editor — Member plus content management and approval decisions.
- Developer — Editor plus agents, automations, integrations, API keys.
- Admin — Developer plus org settings.
Organisation admin
Org-level settings apply equally to Cloud and self-hosted, except where noted. Canonical reference:
For authentication setup (password, SSO, trusted headers), see Self-hosted authentication — the configuration surface is specific to self-hosted; Cloud handles it via the hosted admin UI. Last modified on April 19, 2026
