Contents

SI onboarding

Welcome to the System Integrator onboarding guide. Below you'll find a guide for all users, followed by a section for Project Leaders (admins).

For all users

Navigate to the activity list

  1. Open the Activity page from the main navigation
  2. Select your project — view interactions across all projects or narrow to a specific one
  3. Connect your Microsoft calendar so Tato can understand your schedule, then decide whether you want it to join meetings automatically

Best practice: filter using the project dropdown in the top-left corner to see activities specific to your project.

Filter the activity list

  1. Use the search bar — type to narrow your activity list (works like Ctrl+F, searching interaction names and transcripts)
  2. Start a smart search — press Enter to find the most relevant interactions related to your keywords
  3. Apply additional filters — refine by activity type, project, or date range

Best practice: use a few precise words — Tato's smart search understands context and returns the most meaningful results.

View an activity summary

  1. Click on a specific activity from your list — you'll be redirected to the Activity Summary page
  2. The page shows a summary of the interaction; for meetings, attendee names appear in the header
  3. Snippets appear below — short pieces of text paired with date, source, and status; they represent the most granular data available in Tato
  4. From the summary page, start a chat with Tato to ask questions about that specific interaction

Best practice: use snippets to quickly review what was said or decided — without replaying recordings.

Add content to Tato

  1. From the Activity page, click the three dots in the top-right corner
  2. Upload a meeting recording — if you forgot to add Tato but recorded the meeting in Teams, upload the video and transcript
  3. Add important documents — project briefs, reports, key deliverables
  4. Add notes and summaries — for 1-on-1 meetings or informal conversations where Tato wasn't present

Best practice: the more information you give Tato, the smarter and more context-aware it becomes.

Chat with Tato

  1. Go to the Chat page to start open-ended conversations about your projects
  2. Ask questions across all your projects or filter by a specific project
  3. Use the multi-interaction chat button to select multiple interactions and get richer, cross-meeting answers

Best practice: use this view for broad, cross-project insights — perfect for daily standups or quick project recaps.

Use the Explorer page

  1. Go to the Explorer page to see the full structure of your project
  2. Click any element to open a summary panel on the right
  3. Each topic shows a coloured dot (red, yellow, or green) for health status — based on recent risks, decisions, or issues
  4. Hover over a topic and click the bell icon to subscribe to daily or weekly Teams notifications
  5. Switch to Chat mode using the dropdown to discuss a selected topic directly with Tato

Manage your profile settings

  1. Click your name in the bottom-left corner to open Settings
  2. Under Profile: upload a photo, add alternative email addresses, provide context about yourself
  3. Under Notifications: enable missed meeting notifications
  4. Under Meetings: connect your Microsoft calendar and define meeting join rules for Tato

For project leaders (admins)

Create a project

  1. Click the Tato dropdown in the top-left and select Add Project
  2. Enter your project title, description, and any alternative project names to improve automatic tagging
  3. Confirm — your project is created
Best practice: use clear, unique project names to improve tagging accuracy.

Manage team members

  1. Go to Project Settings → Team Members
  2. Click Manage Members
  3. Add existing Tato users, add from a group, invite new teammates, or remove users with the X next to their name
Best practice: adding a new user to Tato automatically grants them Editor permissions.

Build the project structure in Explorer

  1. Go to the Explorer page of your project
  2. Click the + icon next to your project name
  3. Enter a topic name and brief description to give Tato context

Best practice: a good description gives Tato a much better chance at providing accurate feedback. A solid structure helps Tato work more efficiently — take time to set it up properly.

Build reports

  1. Go to the Reports page
  2. Open the Build tab and create a new report template (works like a Word document)
  3. Open the chat and ask Tato to build the template for you
  4. Name and run the report based on specific conditions

Best practice: let Tato handle the heavy lifting — use chat to generate structured reports quickly.

Questions? Reach out at support@tato.co.