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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 on 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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Collections Dashboard Structure

The Collections Dashboard provides a structured way to interact with your stored data, SmartChat™, and assets. Below are the key components:

Collections Dashboard

  • Header Section - Displays the name of your Collection.
  • Prompt Input Bar - A quick way to chat with your Collection.
  • Recent Chats - View and continue past SmartChats™ in the Collection.
  • Assets - Upload, organize, and manage your files within the 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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Collection Types

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Personal vs Shared Collections

Personal CollectionsShared Collections
PurposeDefault private workspaceTeam collaboration space
SharingCannot be shared directlyShared via email invites

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Personal Collections

Personal Collections are designed for individual use. They are private by default and owned solely by the creator.
  • Ownership & Access Only the creator can view, edit, or manage the Collection unless they explicitly share it.
  • Use Cases: Ideal for organizing private work, drafts, or personal resources that don’t require collaboration.
  • Flexibility: You can convert a Personal Collection into a Shared Collection at any time.
  • Management: The creator retains full control over actions like renaming, moving, or deleting the Collection.

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Shared Collections

Shared Collections enable team collaboration and are accessible to multiple users with defined permissions. Use Cases: Perfect for group projects, shared resources, or workflows requiring real-time input (e.g., editing, feedback).

Get Started with Personal

Create your first Collection →
Ideal for individual analysis

Setup Team Workspace

Create Shared Collections →
Collaborate with teammates

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When to Use Which?

  • Use Personal for:
    • Private notes, unfinished drafts, or personal archives.
    • Storing sensitive content you don’t want others to access.
  • Use Shared for:
    • Team projects, client-facing materials, or collaborative workflows
    • Content requiring feedback, approvals, or contributions from others.

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Locating Collections

1

Log in to Storytell

2

Navigate to Dashboard

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

Accessing Collections

3

Access Collections

  1. Look to the left sidebar
  2. Find the Collections section
  3. Click to expand either:
  • Personal Collection - Your private workspace
  • Shared Collections - Team-accessible spaces
Use the collapse arrows to simplify your view when working
with multiple Collections.

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Getting Started

  1. Initial Setup
    Create your first Collection under Personal Collections.
  2. Upload a file
    Upload a file you want to analyze.
  3. Chat with your files
    Create a SmartChat™ in order to chat with your files
  4. Team Collaboration
    When ready to share:
    Invite collaborators →