Platform overview

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:

• Members and roles — the six-role permission matrix.
• Teams — scope knowledge and chat access.
• AI providers — configure OpenAI, Anthropic, Google, and self-hosted models.
• Branding — logos, colours, product name.
• Governance — content and policy controls.
• Usage analytics — per-user and org-wide activity.

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.