Patrick Intervalo

Live Sessions

A real-time intelligence layer that helps you understand, decide, and act during meetings as they happen.

Live Session Overview

Connect your macOS Live Session app to your Chief account so you can start capturing meetings and generating real-time intelligence.

Pair your Chief account with Live Session

Start a Live Session in your macOS app to begin capturing and analyzing your meeting in real time.

Starting a Live Session

Understand when and how to obtain consent when using Live Session, including your responsibilities when recording or transcribing meetings.

Live Session Security, Privacy & Consent

Chief sends notifications when a meeting is about to start so you can quickly join a Live Session. If these alerts aren't appearing, macOS notification settings or Focus modes like Do Not Disturb may be preventing them from reaching you. This guide covers the most common causes and how to resolve them.

Troubleshooting Live Session notifications on macOS

Feedback

Roadmap

Changelog

System Status

DROdio

Mark Ku

Getting Started

Hello from the CEO!

The command layer for operators who run things

Chief Overview

Create your Chief 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 Chief account

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

Upload your first file

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

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

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

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

Take Chief with you, with our Storytell Chrome Extension

Workspace & Navigation

The side panel is where you move through Chief. Start chats, switch between work, and manage your knowledge all in one place.

Everything is organized to help you go from asking → exploring → organizing → automating without breaking flow.

Navigating the side panel

The top navigation acts as a navigation directory, showing you exactly where you are in Chief 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

Projects & Collaboration

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

Projects Overview

invite people by secret link, email, or domain, and manage existing invitations. Roles (Owner, Collaborator, Reader) are described in Project roles.

Invite users to a Project

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

Project Roles

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

Chat with specific data, scope your chats, adjust chat settings

Chat with your data

Learn how to use @mentions to control what powers your chat answers in Chief.

Using @mentions

Learn what Scope is, how to add or remove scoped sources, and how to verify exactly what is powering each answer.

How to manage scope

Learn how to control response style, reasoning depth, scope, and external context from Chat settings.

Chat settings

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 Chief 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

Chat Search allows you to search across indexed conversations in Chief using keywords, phrases, and chat titles. Search results include both user prompts and assistant responses, making it easier to revisit previous work, recover context, and continue past conversations.

Chat Search

Working with Chief's Responses

The Response Menu is an interactive feature that appears whenever you highlight text inside any Chief 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.

Chief response menu

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

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

Command Center

The Command Center and Chat Scope define how Chief 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 Overview

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

Prompt Library

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

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

Expert Lens

Manually choose which large language model (LLM) Chief uses for your prompts. By default, Chief 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 Chief

Choose how Chief 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

Library

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

Library overview

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

Uploading Files

Learn how to rename, delete, copy, and move files so your Project Library stays clean, accurate, and easy to use.

Manage your files

Chief 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 Chief

How to fix failed file uploads

Labels

Organize and categorize your Chief assets

Labels overview

Learn how to create labels, apply and remove them from files, and filter knowledge using labels in Chief.

Create and manage Labels

Collections

A Collection is a way to create a "fence" around subsets of your data, so you can work with just that data. 

Data Collections: Overview

Learn how to create, refine, and maintain Collections in Chief using label-based filters.

Create and manage Collections

Concepts

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

How Chief creates Concepts

The Concepts view in Chief 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 Chief 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

Learn how dynamically created Concepts work

Why is my Concept showing as "Unavailable"?

Skills

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


Skills overview

Learn how to create, structure, test, and maintain Skills so your team can run repeat workflows with consistent quality.

Create and manage Skills

Mention Experts in your chats to leverage their subject matter expertise, tone, and points of view.

Expert Voices

Learn what Expert Voices are, how they shape your responses, and when to use built-in versus custom voices.

Expert Voices overview

Create and manage Expert Voices

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

Creating Visuals

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

1-Click creation of images and infographics

Chief 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

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 Chief 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.

How Chief processes spreadsheets

Learn how the Chief AI platform uses specialized agents to handle complex tasks efficiently through intelligent delegation and parallel execution.

Multi-Agent Architecture & Specialized Agents

Chief isn't a knowledge management system—it's a predictive strategic intelligence engine that transforms how organizations anticipate, act, and adapt.

Predictive Strategic Intelligence: Signal Before You Search

Settings & Account

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

Change your Chief language

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

Unlocking "Advanced Mode" Features

Keyboard shortcuts in Chief help you navigate, switch Projects, and move between prompts faster. By default, they are enabled and appear when you hover over relevant buttons for quick reference. You can turn them off in Settings if you prefer a mouse-driven workflow.

Keyboard shortcuts

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

Viewing your Credits

Memory is a system that allows Chief 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, Chief becomes more consistent over time, so you don’t have to repeat yourself in every conversation.

Chief Memory

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

Log in to your Chief account

Sign out of your Chief account	

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

Organization Billing allows organizations to control how Project usage is billed in Chief. Teams can choose whether usage is charged to the Project’s organization, individual users, or a designated sponsoring organization.

Organization Billing

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

Frequently Asked Questions (FAQs)

The fully agentic version of Storytell is still in active development and you’re one of the first to try it. Here’s what to expect: