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Collate Desktop

Collate Desktop is a dedicated app for macOS and Windows that puts your whole Collate workspace, Home, Explore, Governance, AI Analytics, and more, on your desktop, no browser tab required. It opens your hosted Collate instance directly and adds native touches like deep links, a global command palette, and desktop notifications.

Download Collate Desktop

Get the macOS or Windows installer.

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Key Features

Collate Desktop opens your hosted Collate instance in a native window, so every area of the product looks and works the same as it does in the browser.

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Home

Your home dashboard surfaces platform health, pending approvals, announcements, and recommended improvements as soon as you open the app. Home dashboard with platform health and pending approvals

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Explore Your Catalog

Browse databases, dashboards, pipelines, and every other asset in your data estate, with filters for domain, owner, tag, and tier. Explore Assets page showing the catalog browser

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Connections

View and manage every connected service across your data platform from one screen. Connections page listing connected services

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Governance

Manage glossary terms, classifications, and metrics that keep your data estate consistent and compliant. Governance glossary showing Data Privacy and PII terms

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Observability

Monitor data quality with test case results, data health scores, and dimension-level breakdowns like accuracy and completeness. Data Quality observability dashboard

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AI Analytics

Create and browse dashboards built with Collate AI, from high-level summaries down to chart-level detail. AI Analytics dashboard gallery AI Analytics dashboard detail view

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AI Automations

Automate routine data work with agents that document, test, and classify your data on a schedule. AI Automations page listing automation templates and runs

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Data Marketplace

Discover trusted data products and domains, and track data access requests from one place. Data Marketplace overview with data products and domains Data Marketplace access request detail panel

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Context Center

Keep your knowledge base close at hand, with articles, documents, and memories the AI can reference. Context Center dashboard showing articles, documents, and memories

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AI Studio

Build and manage the AI agents that power your automations and AI chat experience. AI Studio agents list

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Key Capabilities

Collate Desktop registers the collate:// link type on your computer. Deep links let any app, notification, or message open a specific view in Collate Desktop with a single click. Supported deep-link actions include:
  • Chat prompts: collate://chat?prompt=<your-question> opens Collate AI Chat with a question already filled in.
  • Asset FQNs: collate://asset?type=table&fqn=<fqn> opens the detail page for any data asset by its Fully Qualified Name.
  • Search: collate://search?query=<query> opens the Explore page with a search term already filled in.
  • Notifications: collate://notify lets the web app send native desktop notifications that link back to the relevant activity or task.
  • Auth callbacks: SSO redirects route through collate://auth-callback?url=<encoded-url> so browser-based SSO flows finish inside the app.

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Global Command Palette

Press Cmd+Shift+Space (macOS) or Ctrl+Shift+Space (Windows) from anywhere on your desktop to open the Collate AI Chat command palette. Enter a question, paste an asset name, or enter a collate:// deep link. No window switching or browser tab required.

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Native Menus and System Tray

Collate Desktop includes a native menu bar (macOS) and system tray icon (Windows and macOS) for quick access to common actions, recent searches, and notification summaries.

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File Associations

Collate Desktop registers as the default handler for the following file types:

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Automatic Updates

Collate Desktop checks for updates automatically in the background. When a new version is available, an in-app prompt appears at the bottom of the window. Select Install Update to apply the update and restart the app. Updates are silent and do not require you to sign in again.

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Native Browser-Based SSO

Collate Desktop handles SSO by opening your organization’s login page in the system browser. After sign-in, the browser redirects to collate://auth-callback, which hands control back to the desktop app and stores the session securely.

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Installation

Download Collate Desktop from collate-desktop.getcollate.io. Installers are available for both macOS and Windows.

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macOS

  1. Download the .dmg file.
  2. Open the .dmg and drag the Collate app to your Applications folder.
  3. Launch Collate from Applications or Spotlight.

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Windows

  1. Download the .exe installer.
  2. Run the installer and follow the prompts.
  3. Collate Desktop appears in your Start Menu and system tray after installation.

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Connecting to Your Collate Instance

On first launch, Collate Desktop prompts you to enter your organization’s Collate workspace URL.
  1. Enter your workspace URL in the format https://<your-org>.getcollate.io.
  2. Select Connect.
  3. Sign in using your organization’s SSO provider. The login page opens inside the app.
  4. After you sign in, Collate Desktop takes you to your home screen.
Your workspace URL and session are remembered across restarts. To switch workspaces, go to Settings > Workspace inside the app.

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Using the Command Palette

The global command palette is the fastest way to use Collate AI Chat from anywhere on your desktop.
  1. Press Cmd+Shift+Space (macOS) or Ctrl+Shift+Space (Windows) from any application.
  2. The Collate AI Chat command palette appears in the foreground.
  3. Enter a question (for example, “What is the customers table used for?”), paste an asset name, or paste a collate:// deep link.
  4. Press Enter to submit.
The command palette doesn’t require Collate Desktop to be the active window. Trigger it from any application, including your BI tool, SQL editor, or terminal. Use collate:// deep links to navigate directly to specific views in Collate Desktop from external sources such as Slack messages, emails, Jira tickets, or CI/CD notifications.

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Open a Collate URL

Opens any Collate URL inside the desktop app. URL-encode the url parameter.

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Open a Chat with a Pre-Filled Prompt

Encodes the question as a URL query parameter. Encode spaces as + or %20.

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Open an Asset by Fully Qualified Name

Use the asset’s type (for example, table, dashboard, or pipeline) and its Fully Qualified Name as query parameters.
Opens the Explore page with the search term pre-filled.

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Open Preferences

Opens the Settings screen inside the app. Equivalent to pressing Cmd+, on macOS.

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Auth Callback

Used internally by the SSO flow. Collate Desktop constructs and handles this URL automatically during sign-in.