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Telara

Platform Overview

Telara Platform

Three layers that work together to give your AI agents the right data, the right permissions, and the ability to run on autopilot. Use each layer independently or combine them for full automation.

The Stack

Building blocks

Each layer controls a different aspect of your AI agents. Configuration defines what data and tools are available. Permissions & Policies controls what actions agents can take. Automations lets you build workflows that run on their own.

AUTOMATIONSCreate automated workflows
triggersstepsapprovalsnotifications
CONFIGURATIONDefine what data and tools are available
data sourcesdeploymentsAPI keyssearch tools
PERMISSIONS & POLICIESControl what actions agents can take
permission levelsapproval flowspolicy templates
Key relationships
A Configuration works on its own for search-only access(no policies needed)
A Configuration works without Automations(use directly from your IDE)
Permission policies must be attached to a Configuration
Automations require a Configuration to define their capabilities
Every agent needs a Configuration as its foundation

Systems

What each layer does

Knowledge
Connected data

What data is available? How is it connected?

Permissions & Policies
Action control

What actions can your AI take? Which actions need approval? Which are blocked?

Automations
Automated workflows

When does your AI run? What workflow does it follow? Who gets notified?

Usage Tiers

Each tier adds a layer

Start with search-only access to your knowledge base. Add permission policies for interactive actions. Add automations for workflows that run on their own.

Tier 1Search & Read

Search your knowledge base from your IDE. No live actions.

Layers
Configuration
Tools
Claude CodeCursor
Tier 2Interactive Actions

File bugs, send messages, trigger pipelines -- all from your IDE.

Layers
ConfigurationPermissions & Policies
Tools
Claude CodeCursorCustom tools
Tier 3Automated Workflows

Scheduled automations that run on triggers and follow multi-step workflows.

Layers
ConfigurationPermissions & PoliciesAutomations
Tools
Scheduled automationsConnected toolsWebhooks

Audit Trail

Full visibility

Every action your agents take is logged. View detailed audit trails in the dashboard to see what happened, when it happened, and whether it was approved. Two levels of detail let you zoom in or out as needed.

Automation Activity

Tracks the full workflow: steps completed, approval decisions, duration, and outcome.

Workflow name and status
Trigger source
Step-by-step timeline
Approval decisions
Actions taken
Duration and result
Links to detailed action logs for each step
Action Log

Tracks individual actions your agents perform. Per-action detail.

Action name and type
Integration used
Request details
Response time
Permission result (approved / denied / auto)
IDE usage -- actions from Claude Code, Cursor, etc.
Automation usage -- actions from scheduled workflows