Patrick Intervalo

Mark Ku

Collections

A Collection is a way to create a "fence" around subsets of your data, so you can work with just that data. Instead of asking Storytell to answer questions based on All Knowledge every time, you can define a smaller, more relevant subset of your data and save it as a named Collection. This gives you control over what the AI considers as inputs to its answers, helps reduce noise, and allows you to reuse the same scope across different chats and workflows.

Data Collections: Overview

Creating a Collection is about defining a useful subset of your Knowledge, then saving it for future use. You can create a view from Labels, from manually selected Assets, or from a combination of both.

Create new Collections

Manage Collection

Collections are not just for organization. They actively shape how you interact with Storytell. Once you have created a view, you can use it in multiple places.

Using Collections in Workflows

Feedback

Roadmap

Changelog

System Status

DROdio

Getting Started

Hello from the CEO!

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Storytell overview

Create your Storytell account to start turning your files into insights. This guide walks you through the different ways you can sign up—whether you're using email, Google login, or a magic link—and what to expect during the process.

Sign up for a Storytell account

Using Storytell is easy. You don't even need to register for an account to get started.

Quickstart

When you first land on Storytell’s homepage, you’re immediately greeted by the chat interface — front and center is the prompt bar, your starting point for interacting with Storytell.

Upload your first file

A powerful way to ingest non-public content into Storytell and talk to data across the open web

Take Storytell with you, with our Chrome Extension

Discover use cases and use featured prompts to jumpstart your AI conversations.

Featured prompts and use cases

Pre-filled prompts that you can submit with just one click

Prompt Launchpad: 1,659 Ways to Transform Your Data Into Intelligence—Instantly

Workspace & Navigation

The side panel is your quick-launch hub in Storytell. You can jump into a chat, organize your files, or navigate projects, all from one place. Here’s what each section does and what to expect as we keep leveling it up.

Navigating the side panel

The top navigation acts as a navigation directory, showing you exactly where you are in Storytell at all times.

Instead of switching views blindly, you can see your current location and move between levels of your workspace with confidence.

Top Navigation Directory

"Always open in full page" Option

Projects & Collaboration

Learn how Projects organize your work, separate data and collaborators, and keep chats scoped to the right context.

Projects Overview

Learn what each project role can do and how to assign the right role when you invite others.

Project Roles

Learn how to invite team members to collaborate on your Project using secret links, email invites, or domain access.

Invite users to a Project

Library

Browse, search, and manage all files in your project from the Files page in the sidebar.

Files overview

Learn how to add files, paste content, and upload web pages to your Storytell workspace.

Uploading Files

Storytell lets you record audio directly from the upload panel and add it to your project as an asset. This is useful for capturing meetings, interviews, voice notes, or quick thoughts without recording elsewhere first.

Record and upload audio directly to Storytell

Manage Files

Change the display name of a file in your project without re-uploading.

Rename a file

Remove outdated or irrelevant files from your knowledge base with a few quick clicks.
This guide shows you how to delete individual files or multiple files at once from the Assets tab on your All Knowledge panel in Storytell.

Deleting Files

Copy files to another project (keeping originals) or move files to a different project.

Copy or Move files

List of compatible file types you can upload to Storytell

Supported file types and formats

When you upload a file to Storytell, it goes through a processing step to make it searchable and ready to chat with. This processing allows Storytell to break down the content into usable pieces, like sections, tables, or slides, so it can respond accurately to your prompts.

Understanding file processing and status

Brief overview of file size restrictions for uploads to Storytell

File upload size limit

How to fix failed file uploads

Concepts

Storytell automatically transform your unstructured data into an intelligent knowledge map that identifies and tracks all the concepts hidden in your data sources, so you can work with those concepts in entirely new ways.

Concepts overview

Learn how Storytell automatically identifies and builds Concepts from your files—no tagging, labeling, or setup needed.

How Concepts are created in Storytell

Turn raw information into actionable insight by weaving Concepts into your daily work.

Using concepts in your workflow

The Concepts view in Storytell gives you a dedicated space to explore all the Concepts automatically extracted from your knowledge. You can see them in one place, switch between different data views, and dive into details with just a few clicks.

How to navigate Concepts View

Concepts in Storytell are automatically generated knowledge entities that capture the most important people, ideas, and topics across your files. Beyond seeing Concepts in the graph or in chat, you can open any Concept to view its full details.

How to view Concept details

Create a Concept around what you care about and let Storytell gather the context for you.

How to create custom Concepts

Learn how dynamically created Concepts work

Why is my Concept showing as "Unavailable"?

Organizing Your Knowledge

Labels

Organize and categorize your Storytell assets

Labels overview

Learn how to create new labels and customize them with colors, icons, and descriptions to better organize your assets.

How to create a new Label

How to apply labels to assets

How to remove labels from assets

How to filter knowledge using Labels

As your workspace grows, keeping your Labels organized becomes essential for staying efficient and finding the right information quickly. Storytell provides tools that let you clean up your Label list, maintain consistency, and keep your projects structured as they scale.

How to manage and sort Labels

Chat with your data

The chat box is right at the center of your screen, ready for you to start typing. Whether or not you’ve uploaded a file, you can jump in with a general question, explore an idea, or ask something based on your files.

Start your first chat

Control which data sources Storytell uses to answer your questions by managing your scope.

How to manage scope

@mentions let you focus your prompt on specific views, labels, concepts or assets you want to work with. Instead of searching across everything you’ve uploaded, you can guide Storytell to respond only based on what you reference—leading to faster, more relevant answers.

Using @mentions

Enhance your chats with external web data—people, companies, news, research, and more.

Chat with Public Data Sources

Use your voice to input text directly into Storytell by speaking through your microphone.

Using voice input and microphone features

Chat Thread Management

Learn how to fork conversations by creating a new chat that starts from any previous message, preserving context while exploring different directions.

Start a new chat from a specific message

Chat threads are easier to manage when they have clear, descriptive titles. Storytell provides both manual renaming and AI-powered auto-generation to help you organize your conversations efficiently.

Renaming and auto-generating chat thread titles

Working with specific file types

Storytell transforms your spreadsheet files into a powerful analysis tool that can handle millions of rows and answer complex questions about your data.

Working with spreadsheet files

Save, reuse, and manage your favorite prompts across chats.

Prompt Library

Customize how Storytell responds

Use and create reusable instruction sets so Storytell approaches tasks your way.


Skills

Write better prompts with less effort. Storytell can help improve your prompts before they’re sent, just toggle the setting and choose the mode that works for you.

Improving your prompts automatically

Storytell suggests questions you can ask about your data through the view of several professional personas

Expert Lens

Storytell lets you control the level of “thinking” applied to responses for each prompt. This setting determines how the AI processes and reasons when generating answers, so you can match the depth of reasoning to the task at hand.

Configuring response thinking levels

Storytell’s tools let you shape how it gathers information, analyzes sources, and creates outputs. By enabling or disabling specific tools, you control where responses come from, how external content is used, and which capabilities are available for each task.

Storytell Tools

Manually choose which large language model (LLM) Storytell uses for your prompts. By default, Storytell selects the model that delivers the most reliable results, but you can override it at any time or bring your own API keys if you're an enterprise customer.

Selecting a specific LLM in Storytell

Storytell’s Scout tool helps you find email addresses and gather insights about key contacts directly from your workspace. It’s a fast way to get both the contact info you need and context about the person’s current priorities.

Scout Tool

Choose how Storytell responds—let the system pick the best mode, or force Fast, Expert, or Deep Intelligence for speed, depth, or full analysis with agents.

Intelligence Level

The Command Center and Chat Scope define how Storytell chats are configured and how those configurations translate into real-time behavior. This page explains how users control inputs, system settings, and response behavior through the Command Center, and how those settings are reflected transparently in the active Chat Scope.

Command Center & Chat Scope

Working with Storytell Responses

Go beyond the chat with our powerful editor

Using the Document Editor

Learn how to export tables and chat responses in multiple formats

Downloading Tables & Answers

The Response Menu is an interactive feature that appears whenever you highlight text inside any Storytell response or Artifact. It provides quick, context-aware tools that let you deepen understanding, rewrite content, analyze tone, or explore related ideas, without crafting new prompts from scratch.

Storytell response menu

Create a secret link to share an entire chat thread—or a specific answer—with anyone. Recipients get read-only access to the conversation; they cannot see your project or source documents.

Share a chat thread

Creating Visuals

Transform your ideas and data into compelling visual content with Storytell's comprehensive image generation capabilities.

1-Click creation of images and infographics

Storytell provides functionality to refine or regenerate any AI-generated image using the original prompt. This allows you to adjust image content, style, or aspect ratio without starting from scratch.

Revising and regenerating images

Settings & Account

Storytell lets you switch the interface language at any time. This includes navigation labels, buttons, and system-generated text. You can set Storytell to a specific language or let it detect your preferred language automatically.

Change your Storytell language

Storytelling is visual, so to get you in the mood, we randomly select backgrounds for you. You can also pick one of your own.

Change your Storytell background

Here are the advanced and experimental features that are turned off by default

Unlocking "Advanced Mode" Features

Learn how to check your Storytell credit balance and usage directly from the prompt bar.

Viewing your Credits

Access your Storytell workspace by logging in with your preferred method—email, Google, or magic link. This guide covers common login flows.

Log in to your Storytell account

Sign out of your Storytell account	

Memory is a system that allows Storytell to remember important details from your conversations and use them in future chats. It helps create a more personalized experience by retaining useful context such as your preferences, ongoing work, and key facts you’ve shared.

With Memory, Storytell becomes more consistent over time, so you don’t have to repeat yourself in every conversation.

Storytell Memory

Billing & Subscription

Chief offers flexible billing options designed to scale with your usage needs, from casual exploration to regular professional work to enterprise-level team management. Understanding these plans helps you choose the right option and manage your account effectively.

Billing and subscriptions overview

Ready to upgrade to Go Pro or Enterprise Unlimited? This guide walks you through purchasing a Chief subscription and getting immediate access to your enhanced plan benefits.

How to purchase a subscription

Chief measures usage through credits, which power all AI actions, including asking questions, processing files, generating analyses, and creating reports.

Credit system explained

Feedback and Support

One button gives you access to support, documentation, and updates.

Getting help in Chief

Get fast answers from a real person, right inside Chief.

Chatting with the support team

Find the answers you need, right where you're working.

Searching Documentation in the Help Widget

See what’s new, what’s improved, and what’s been fixed.

Viewing the changelog

Help us improve Chief—and help others in the community by sharing what you need or what’s not working.

Submitting feedback or reporting a bug

Report Errors, Get Up To 5,000 Extra Credits

Knowledge Management

Move existing assets from one project to another to keep work organized and aligned with shared Project structures. Assets retain their labels, metadata, and Collection context after being moved.

Move assets between Projects

Learn how to duplicate assets from one project to another while keeping the originals in place.

Copy assets to another Project

Actions

Learn how to create, configure, and manage automations so Chief runs tasks for you—on a schedule, when files are added, or when other events happen in your project.

Actions overview

Integrations

Chief’s Google Drive integration lets you connect your Google Drive account and import files directly into your Projects. This makes it easy to access your existing documents without manual uploads. Your folder structure is preserved automatically through Chief’s labeling system.

Google Drive integration

Connect your Zoom account to automatically sync meeting transcripts into your Chief projects.

Zoom Integration

Most of what makes Storytell special is out of sight, out of mind

Magic Under The Hood

Chief's agentic AI process is the core intelligence engine that transforms your natural language requests into comprehensive, actionable results.

Understanding Chief's agentic AI process

Chief's Image Generation feature allows you to create visual content from textual descriptions. This feature directly translates natural language prompts into diverse visual outputs, enabling a wide range of creative and functional applications within the Chief platform.

Image generation

Chief Vision Ingest interprets charts, graphs, images, and flags, transforming visual content into structured, query-ready insights for a comprehensive understanding of your documents.

Chief Vision Ingest

Our processing engine converts raw spreadsheet data into SQL databases that can handle millions of records and complex analytical capabilities.