Member
Start with chat, shared knowledge, and the work your organization has made available to you.
3 min read
As a Member, use Chat to ask questions and read the knowledge and project content shared with you. Your organization’s setup and team memberships determine the resources you see. You can also create project tasks and put project agents to work on them, maintain your account preferences, and create reusable skills.
Start your day
Ask a useful question
Practice with a source, check the facts, and ask a follow-up.
Read shared knowledge
Find documents, facts, and records, and understand why a source may be unavailable.
Understand projects
Learn which files and conversations belong to a project and which chats remain personal.
Manage your account
Edit your profile, check your usage limits, and understand saved preferences and chat management.
Move between your daily work with the main navigation. Each section opens on its own first page; on a computer, Home opens a new chat. Home also lists your projects, the open tasks assigned to you or waiting for your review, and the inbox when your organization has one.
Hand work to a project agent
When you need a deliverable, such as a summary of several contracts or a translated document, open a project you can access and create a task on its Tasks tab. Describe the result and how you will check it, attach the files it depends on, and assign one of the project's agents. Start agent puts it to work: the agent reports in the task's comments and moves the task to In review. Read the report and open the deliverables, then move the task to Done when you accept the result.
You can change the tasks you created and the tasks assigned to you. On other people's tasks you read and comment. Setting up the agents themselves, and the project's settings and files, stays with Editors. Manage tasks on a project board and Delegate a task to an agent go into the details.
Follow a notification
A notification link opens the related task, document or conversation. If you need to sign in first, Tale keeps the destination and opens it after sign-in. Your account still needs access to the organization and the linked content. For a private deployment, connect to its required network before opening the link.
If an action is missing
Members read the shared library; Editors and higher roles maintain its content. In a project, you change the tasks you created or that are assigned to you; its settings, agents, and files stay with Editors. Automations and technical setup require Developer or administrator permissions, so Members and Editors don't see Automations at all. Ask for the access needed for your task rather than assuming every visible resource is editable. Members and roles explains the differences.