Member
Member is the end-user surface — chat, browse the knowledge base, reply in an installed automation's Inbox, act on approvals. The pages here are what someone with the Member role does day to day.
3 min read
Member is the default role most people in most orgs carry. It is the end-user surface of Tale — chat with agents, browse the knowledge base, reply to contact email in an installed automation's Inbox, act on the approvals others have routed to you, and leave feedback on replies. Members do not build agents, do not configure providers, do not install automations. They use the product the Editors and Developers built for them.
This overview names what a Member can do and points at the per-feature pages. Members typically land on Chat first; the rest of this page is what to read once chat alone is not enough — when you want to know where a citation came from, what an approval card is, or what a project bundles.
What Member covers
The Member surface is intentionally narrow. The four buckets are:
- Chat — pick an agent (or none), send a message, read the reply. The chat surfaces the prompt library, attachments, voice mode, arena mode for side-by-side comparison, and the Canvas pane when a reply produces more than the chat can hold inline.
- Knowledge — browse documents, contacts, products, vendors, websites the org has loaded. Read-only for Members; the curating happens on the Editor side.
- Inbox — reply in the Inbox tab an installed email automation adds. Members answer when an agent hands a conversation back; installing the automation itself is an admin action.
- Approvals — read the approval cards routed to you. Click Approve, Reject, or Request changes; leave a comment if the rule asks for one.
The org configuration settings — providers, integrations, agents, governance — are hidden for Members; the work surface is the bulk of what is left. The exception is a small personal settings group every role carries: Account, Personalization, and Environment variables & secrets, the keys and variables injected into the sandboxes you run.
Pages in this section
This section is short — the Member surface is the cross-section of pages that Editors build for and that everyone uses. The deeper reading lives in the per-feature areas.
Chat
The everyday entry point — chat, agents, attachments, citations.
Knowledge
The read-only window into what the org has loaded.
Built-in automations
The email automations that add an Inbox tab — and what each one does.
Approvals
What an approval card is and what each button does.
Where this fits
Member is the role that consumes what the Editor builds and the Admin governs. The natural first read is Chat — it is where every Member spends most of their time, and most of the other Member surfaces fan out from a chat that wanted to do something more.