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What are Storytell Collections?

Storytell Collections are a way to organize and interact with specific sets of data. Collections allow you to group related content together and perform targeted analyses that data. Collections work in a Parent > Child relationship, allowing you to nest child sub-Collections inside the parent Collections. Here are some common uses of Collections:

  • A Product Manager analyzing customer data: Create a Collection titled Customers, and then create sub-Collections for each customer name, like ACME. If you want to SmartChat™ with all your customer data, you can do it in the Customers collection. If you want to SmartChat™ with just one specific customer, you can do it in the ACME Collection.
  • A Marketer analyzing the competitive landscape: Create a Collection titled Competitors, and then sub collections for each specific competitor. You can also create a Collection for your own company’s public-facing material, like MyCompany and then ask SmartChat™ questions like “How does #MyCompany compare to #Competitors?”
  • A venture capitalist tracking their portfolio: Create a Collection called My Portfolio and then sub-Collections for each company in your portfolio.
  • A market analyst looking for hidden insights across data: Create a collection for the entire data set you want to analyze, upload all your Assets into that Collection, and then start asking broad questions of your data. As you start to gain insights, create sub-Collections around each insight and move the Assets powering each insights from the parent Collection into the sub-Collections so you can SmartChat™ with just that smaller data set to deeply analyze each insight.
When you SmartChat™ at a parent Collection level, Storytell will automatically include all the assets from child Collections to power your SmartChats™ within the parent Collection.

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Key Features of Collections

Hierarchical Organization

Create broad categories and nested sub-Collections for specific datasets.

Content Grouping

Combine various file types and data sources related to a particular topic or client.

Contextual Querying

Ask questions or run analyses within the context of a specific Collection.

Dynamic Updates to Answers

Benefit from “Dynamic SmartChats™” that automatically update as new data is added.

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Accessing Collections

1

Log in to Storytell

2

Navigate to Dashboard

Once logged in, click on Dashboard to access your Collections.

Accessing Collections

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Creating and Managing Collections

The first Collection you’ll see by default is titled Personal Collection. Think of this as the default project space for all the assets you upload. You can also create sub-Collections within Personal Collection and share these sub-Collections with others.

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Creating Sub-Collections

1

Create a new Collection within Personal Collection

  1. Hover over an existing Collection in the sidebar.
  2. Click on the + icon.
  3. Type in the name and description of your Collection in the modal that pops up.
  4. Click on Create Collection
2

Collapse Collections

To improve navigation, you can collapse Collections or sub-Collections:

  1. Hover over the Collection in the sidebar.
  2. Click on the collapse button (an arrow icon) to toggle visibility.

Use the breadcrumbs at the top of the screen (e.g., Personal Collection/../Sub1/Sub1.1) to easily navigate between Collections and sub-Collections.

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Sharing a Collection

The Sharing Collections feature is coming soon.

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Interacting with Collections

Each Collection in Storytell has two main components: Stored Assets and Chat History.

The Stored Assets tab is where you can manage files related to your Collection:

  • Upload new files specific to the Collection
  • View and access existing files within the Collection

Learn More About Stored Assets

Explore how to effectively manage, organize, and utilize your assets within Collections.

Sub-Collections follow the same structure, having both Chats and Assets tabs.

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Best Practices for Using Collections

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