Your first day using Tale

This journey is for everyone who uses Tale rather than configures it. In fifteen minutes you chat with an agent, add a document the whole workspace can draw on, and learn where shared work lives — the three moves that cover most days.

You need a signed-in account on a workspace where chat already answers — that is the quickstart. Chatting and browsing work with the Member role; the two write moves below (uploading a document, moving a task) need Editor or higher — if a button is missing for you, that is the role boundary, not a broken workspace.

1. 1

   Chat with an agent

   You already sent a first message in the quickstart — this time watch what the agent does with it. Click New chat, ask something from your actual work, and expand the collapsible tool-call boxes above the reply: they show what the agent read or ran before answering.

   To attach a file to a single conversation, paste it, drag it into the composer, or use the attach control — the agent reads it for that chat only. Attachments covers what is accepted.

2. 2

   Give the workspace a document

   Chat attachments vanish with the conversation; knowledge persists. To make a document available to every agent and teammate, open Knowledge > Documents and click Upload documents, then From your device, pick the file, and click Upload. The document appears in the table and is indexed in the background — once indexed, agents cite it in their answers. The upload menu appears for Editors and up; with the Member role you read and search the library, and hand the file to an Editor to add.

   

3. 3

   Find the team's work in Projects

   Open Projects in the sidebar. A project bundles everything about one effort — tasks on a board, shared files, project chats, and its own agents. Open a project and switch between Board and List on the Tasks tab; with edit access (Editor and up) you drag a task between columns to update its status, and the card staying in its new column after a reload means the change persisted for everyone.

   

4. 4

   Find your way back

   Chats never disappear silently. Click Show chats above the composer to open the history sidebar — every chat you can resume in this workspace, newest first. Renaming a chat gives it a title that survives; deleting one moves it to the workspace trash rather than destroying it.

Where you are now

You can chat, feed the workspace knowledge, and navigate shared work — the member's daily loop. The natural next reads are Chat basics for the mental model behind the composer, and Use projects for a deeper project walkthrough. When you are ready to build an agent of your own, switch to the editor journey.