Viewing your data
Tato offers different views to help you consume project data efficiently.
Activity feed
The activity feed is where you can see all interactions you have access to. You can view it cross-project or directly on a project. The feed can be searched and filtered to find and interact with specific interactions.
Some interactions are pushed to the timeline in real time and some are pulled on a schedule — refer to the Integrations docs for details.
Interaction view
The interaction view exposes the data from an individual event — a meeting, a chat conversation, or an activity in a project management app. It is presented as a short event summary followed by a list of extracted snippets.
The data included in a specific interaction depends on its type. For example, a meeting event is limited to the duration of a call. A chat event covers an entire day of conversation in a group chat exposed to Tato.
You can view the original transcript, edit the summary, and more using the […] icon at the top right.
Snippets
Snippets are short pieces of text paired with additional data points like date, source, and status. They are the most granular data view available on Tato — extracted directly from interactions and surfaced in the interface.
Snippets are also used as the source of truth to generate every other view available in Tato.
Chat
Chat is the most flexible view in Tato. Ask any question and surface project data. Just like a regular chat, you can ask follow-up questions. Chats can be saved so you can return to them at any time.
By default, you only chat with data you can access with your user permissions. You can chat with all accessible data, a specific project, a specific interaction, or a part of the scope tree in the Explorer.
Pro tip: Use smart search and Select interactions to chat with from the Activity view to have a focused chat on any part of your project.
Explorer dashboard
The explorer dashboard shows a project hierarchy to help you navigate context.
Configuring your project scope in the Explorer helps give Tato context as to what's important to pull out of any interaction.
RAID dashboard
The RAID dashboard keeps an automatically updated log of Risks, Action Items, and Decisions. Use the config button at the top right to set which RAID items to display. You can also add or edit log items yourself.
Expand any item to full screen to see the full history of its start and evolution.
Questions? Reach out at support@tato.co.