# Lovable Integration (/docs/lovable-integration) Send your ChatPRD documents to Lovable to build a production-ready MVP app from your PRD. ## Overview Lovable is a development platform that creates production-ready MVP applications from prompts. The "Open in Lovable" connector sends your PRD content to Lovable, which uses it to build a fully functional app. ## How it works 1. Open any document in ChatPRD. 1. Click the "Open in" dropdown button in the document toolbar. 1. Select "Lovable" from the menu. 1. ChatPRD compresses your document with a focus on core features, user flows, and business logic. 1. Lovable opens in a new tab and automatically begins generating your app. ## What gets sent - A compressed prompt emphasizing core features, user flows, technical requirements, and business logic. ## Requirements - A ChatPRD account (available on all plans). - A [Lovable](https://lovable.dev) account. ## Tips - Focus your PRD on user stories and acceptance criteria for best results. - Include data models and API requirements to get more complete scaffolding. - You can edit the compressed prompt before sending it to Lovable for fine-tuning. # Quickstart (/docs/quickstart) Welcome to ChatPRD! Whether you're new to the platform or exploring its latest features, this guide will help you set up and use ChatPRD effectively to create exceptional product documentation and streamline your workflows. ![ChatPRD main chat interface with quick action options](sanity:image-606af57fc7a075f61c601fd8d8acfc8923936755-2184x1666-png) ## Getting Started with ChatPRD Welcome to ChatPRD! Whether you're new to the platform or exploring its latest features, this guide will help you set up and use ChatPRD effectively to create exceptional product documentation and streamline your workflows. Here is a video tutorial of how to get started: ## 1. Set Up Your Profile Your profile is essential for tailoring ChatPRD to your needs. Here's how to make it great: 1. Go to your Profile settings. 1. Fill out basic information, including your company, role, and goals. 1. Generate a bio using our AI button 1. Configure your preferences, such as your language, industry focus, and preferred communication style. This information helps ChatPRD create documents that align with your context and needs. ## 2. Explore and Use Templates Templates are the backbone of ChatPRD’s document creation capabilities. Here are some things you should know: - Predefined Templates: Access dozens of templates for PRDs, technical design documents, and more. - Custom Templates (Pro, Team, and Enterprise plans): Import templates as PDFs, paste text directly, or manually create templates. - Shared Templates (Teams plan): Collaborate by sharing templates with your team. Assign a team lead to manage templates and keep them organized. ## 3. Set Up Integrations Integrations expand ChatPRD’s functionality. Be sure to set up all your relevant integrations. - Google Drive: Import documents for reference or export completed documents seamlessly. - Notion: Connect your Notion workspace to export documents directly. - Slack: Pro users with a paid Slack plan can interact with ChatPRD directly in Slack. ## 4. Create and Edit Documents ChatPRD excels at helping you create and refine product documents. Here's how to get started making your first document: - Turn writing mode ON and elect a template. - Provide project details and ask ChatPRD to "write a document", and ChatPRD will generate a draft. - Use the live editor to make changes directly. - Request specific improvements, like clarifying technical sections or rephrasing sentences. - Inline suggestions and focused recommendations will help you polish your work. ## 5. Collaborate and Share ChatPRD makes collaboration easy: - Share documents with specific team members or create public links. - Branch chats to continue your teammates's work. - Create custom templates and share with your team. - Create shared Projects for context sharing and collaborate on initiatives. ## 6. Discover ChatPRD Projects Projects provide focused assistance for specific tasks or areas. You can: - Create a custom project with a name and description. - Upload relevant files for context (e.g., PDFs, presentations). - Start new chats within your project to ensure consistent context sharing and learning. ## Additional Tips - Workspaces: Individual users will typically have a "Personal Workspace", while teams should use their organization's workspace under a Teams plan. - Feedback: We love hearing from you! Share your feedback in our community Slack channel or via support chat. That’s it! You’re now ready to start using ChatPRD to create amazing product documentation. For more detailed instructions or assistance, check out our support center or reach out to us directly. # Linear Integration (/docs/linear-integration) Learn about Linear Integration # Linear Integration Our integration with Linear drafts requirements, writes sub-issues, and gives you advice on your product work. This guide explains how to set up and use the Linear integration with ChatPRD, so you can automate ticket review, improve requirements, and get AI-powered help directly in your Linear workspace. ## What is the Linear Integration? The Linear integration lets you: - Automatically review and improve issue descriptions using AI - Break down large issues into actionable subtasks - Get answers to requirements questions by mentioning @chatprd in comments - Collaborate with your team using organization-level access ## Requirements - You must be part of a ChatPRD organization (team integration only) - You need permission to connect integrations in ChatPRD and Linear ## How to Connect Linear 1. In ChatPRD, go to [Settings > Integrations](https://app.chatprd.ai/settings/integrations). ![image](sanity:image-53b645e27b1ae8a4e380d15ca3abba8ed83086c6-2772x398-png) 2. Find the Linear card and click Connect Linear. 3. You’ll be redirected to Linear to authorize ChatPRD. Log in and approve the requested permissions. 4. After connecting, you’ll see your Linear workspace name and a green “Connected” status in ChatPRD. Tip: If you see “Not Connected,” make sure you’re part of a team and on a supported plan. ## What Happens After Connecting - The Linear card in ChatPRD will show your workspace name and a “Connected” badge. ![image](sanity:image-25adb86b563f2cacd3a0bd1b3cd0809e0216f2ef-2797x478-png) - You can disconnect at any time by clicking Disconnect Linear. - Only one Linear workspace can be connected per ChatPRD organization. # How to Use ChatPRD in Linear ### 1. When You Create a New Issue ChatPRD will automatically post a welcome comment on the issue, explaining how to use the assistant. ### 2. When an Issue is Assigned ChatPRD will post a comment introducing itself and offering to help with requirements, subtasks, or questions. ![image](sanity:image-439b62b84594479f49551f07988937f5c5ade0a6-1642x1288-png) ### 3. Mentioning @chatprd in a Comment Type @chatprd in any comment to ask for help. For example: - “@chatprd can you improve this description?” - “@chatprd break this down into sub-issues.” - “@chatprd what’s missing from these requirements?” - ChatPRD will analyze your request and reply in the thread. ![image](sanity:image-ef0a72504a8bbf312418e858aff793343ac6b024-1732x1732-png) ### 4. Continuing a Conversation If you reply in a thread where ChatPRD has commented, it will respond to your follow-up questions or requests. ### 5. What ChatPRD Can Do - Improve Issue Description: Suggests a better title and a detailed, structured description. - Make Sub-issues: Breaks down the issue into actionable subtasks, each with a clear title and done criteria. - Answer Questions: Responds to requirements or clarifies the issue based on your comment. ## Troubleshooting - Not Connected? Make sure you’re in a team and on a supported plan. Try reconnecting. - No Response? Make sure you mentioned @chatprd. - Error Comment? If you see an error from ChatPRD, try again or contact support. ## FAQ - Can I use this on my personal account? No, you must be part of a ChatPRD organization. - What permissions does ChatPRD need? ChatPRD needs access to read and comment on issues in your Linear workspace. - How do I disconnect? Go to Settings > Integrations in ChatPRD and click Disconnect Linear. Uninstall the Linear app from your workspace. ## Support If you need help, contact us and include: - Your ChatPRD organization name - Your Linear workspace name - A description of the issue # Managing Billing and Subscriptions (/docs/managing-billing-and-subscriptions) How to cancel, manage your plan, understand renewals, and handle billing questions — all self-serve. You can manage everything about your ChatPRD subscription — cancellation, plan changes, and billing details — directly from your account settings, no need to contact support. ## How to cancel your subscription You can cancel at any time — no email required. Here's how: 1. Go to Settings → Billing, or visit app.chatprd.ai/settings/billing directly. 1. Click Manage Subscription. 1. In the Stripe billing portal, click Cancel plan. After cancelling, your access continues until the end of your current billing period. You will not be charged again. ## Understanding renewals ChatPRD subscriptions renew automatically — monthly plans renew each month, annual plans renew once a year. You will receive an email receipt from Stripe when a charge processes. If you do not want to be charged at renewal, cancel before the renewal date. You can check your next renewal date in Settings → Billing. ## Free trials Some plans include a free trial. When a trial ends, your card is charged automatically for the first billing period. To avoid a charge, cancel before the trial ends — you can do this the same day you sign up if you decide ChatPRD is not for you. ## Changing your plan You can upgrade or change your plan at any time from Settings → Billing. Plan changes take effect immediately. ## Updating payment information To update your credit card or payment method, go to Settings → Billing and click Manage Subscription. In the Stripe portal you can add a new card and remove the old one. ## Refunds ChatPRD subscriptions are generally non-refundable. See our [Refund Policy](https://chatprd.ai/docs/refund-policy) for full details. ## Still have a billing question? If something looks wrong with a charge, email [hello@chatprd.ai](mailto:hello@chatprd.ai) with your account email, the charge date, and the amount. # Improving documents (/docs/improving-documents) Get expert AI feedback on your existing documents to improve strategy, structure, clarity, and completeness. ChatPRD can analyze your existing documents and provide expert feedback to help you improve them. This Pro feature evaluates your document across multiple dimensions and provides actionable suggestions with specific text changes. ## Getting started To get feedback on a document, select "Help me improve an existing document" from the home screen. This feature is available to Pro users. ![ChatPRD home screen showing the Help me improve an existing document option](sanity:image-ada2dda11fa543dc541939896e777a57f4cde9db-1882x1286-png) ## Submitting your document You can paste your document content in either Rich Text or Markdown format. Simply paste your content into the editor and click "Get Feedback" to start the analysis. ![Document feedback input screen with Rich Text and Markdown options](sanity:image-820bffa9740c0d47748e4c2a8977756a9a09bc27-1788x1590-png) ## Understanding the analysis ChatPRD analyzes your document across several dimensions: - Strategy - Evaluates problem definition, solution strength, and value proposition - Structure - Scans for headings, sections, and organizational patterns - Clarity - Evaluates sentence complexity and language clarity - Completeness - Checks for missing sections and content gaps You can watch the analysis progress in real-time as ChatPRD evaluates each dimension and generates your scorecard. ![Analysis in progress showing evaluation steps](sanity:image-5f97cb56befa0301c8bb79b5d4d0d6a34c94f7e9-2926x1810-png) ## Reading your results After analysis, you'll receive a comprehensive feedback report with: ### Overall Score Your document receives an overall score out of 10, along with a summary of its strengths and areas for improvement. The score is categorized as Good, Great, or Excellent based on the rating. ### Top Priorities The top 3 most impactful improvements are highlighted so you know where to focus your efforts first. ### Category Scores Each evaluation dimension (Strategy, Structure, Clarity, Completeness) receives its own score with specific feedback and actionable recommendations. ![Feedback results showing overall score, top priorities, and category scores](sanity:image-07ba8c996bacf71a8793f74995ced7fca0c23a59-1212x1382-png) ## Reviewing suggestions ChatPRD provides specific text suggestions organized by section of your document. Each suggestion shows: - A description of what to improve and why - A diff view showing the original text (in red) and the suggested replacement (in green) - A checkbox to mark suggestions as reviewed You can expand or collapse the diff view for each suggestion using the "Show diff" / "Hide diff" toggle. ![Suggestions panel showing diff view with original and suggested text](sanity:image-6081247fdf1ea9298cf277f91aa82ddfde667a9b-1178x1160-png) ## Tips for best results - Include your full document for the most comprehensive feedback - Use clear section headings to help the analyzer understand your document structure - Focus on the top priorities first for the biggest impact on your document quality - Use the diff view to understand exactly what changes are being suggested # Refund Policy (/docs/refund-policy) ChatPRD subscriptions are generally non-refundable, with only rare exception reviews. ChatPRD subscriptions are generally non-refundable. We do not offer refunds for many common situations, including forgetting to cancel, not using the product, changing your mind, or no longer needing the subscription. In rare exceptions, we may review a charge manually. Any review is discretionary and should not be treated as the standard path or an expectation of refund. ## When are refunds usually not issued? Refunds are usually not issued for reasons like: - Forgetting to cancel before renewal - Not using the subscription after purchase or renewal - Changing your mind after being charged - No longer needing the plan - Missing the end of a free trial ## Are there ever exceptions? Yes, but only rarely. If there is a genuine billing problem, we may review it manually. Examples may include an accidental duplicate charge or another clear billing error. ## How do I contact support about a charge? Email [hello@chatprd.ai](mailto:hello@chatprd.ai) with the charge date, amount, account email, and a short explanation. Contacting support does not mean a refund will be issued. It simply allows us to review the case. ## How do I avoid future charges? Cancel anytime at [app.chatprd.ai/settings/billing](https://app.chatprd.ai/settings/billing). After cancellation, your access continues until the end of your current billing cycle. ## Do annual plans auto-renew? Yes. Annual plans renew automatically unless canceled before the renewal date. If you do not want the next annual renewal, review your billing settings ahead of time and cancel before the charge is processed. # Cursor Integration (/docs/cursor-integration) Open your PRDs directly in Cursor IDE to start building features # Cursor Integration ![Open in dropdown showing Cursor option](sanity:image-2feee6f7062bdaa21ed5d63c6ba988fa9a685fa0-914x736-png) ChatPRD integrates with Cursor IDE, allowing you to quickly open your PRDs and specifications directly in Cursor to start building features. ## What is Cursor? Cursor is an AI-powered code editor built on VS Code that helps developers write code faster. By integrating ChatPRD with Cursor, you can seamlessly transition from product specification to implementation. ## How to Use 1. Open any document in ChatPRD 1. Click the "Open in" dropdown in the document toolbar 1. Select "Cursor" to open in the Cursor desktop app ## What Happens When you click "Open in Cursor", ChatPRD will: - Compress your document content into a prompt - Generate a Cursor deeplink with your PRD content - Open Cursor IDE with your document ready as context This allows you to immediately start asking Cursor to help you implement the features described in your PRD. ## Requirements - Cursor IDE installed on your computer - A document open in ChatPRD ## Tips - Use detailed PRDs with clear acceptance criteria for best results - Include technical specifications in your document when possible - You can edit the prompt before opening in Cursor if you want to add additional context The Cursor integration is available on all ChatPRD plans. # What is ChatPRD? (/docs/what-is-chatprd) Learn about What is ChatPRD? # What is ChatPRD? Learn about what the product is, who it's for, and why you should check it out. ChatPRD is an AI tool that writes great product documents while coaching you to become an elite PM. ChatPRD can help you generate PRDs, roadmaps, and so much more. ## 🖤 Who is behind ChatPRD? The tool was created by Claire Vo, 3X CPTO, who initially made the tool for her own internal team. Turns out, the tool was compelling to a lot more people than just her own team! Check out these resources to learn a bit more about Claire: X: [https://twitter.com/clairevo](https://twitter.com/clairevo) LinkedIn: [https://www.linkedin.com/in/clairevo/](https://www.linkedin.com/in/clairevo/) Claire's Lenny's Podcast Episode: [https://youtu.be/aXGo1o_baBo?si=FImbObZN7wcN2mBE](https://youtu.be/aXGo1o_baBo?si=FImbObZN7wcN2mBE) Get to know Claire even more by watching the video below: Also joining Claire is Alisa Haman, a tenured PM who stumbled upon ChatPRD and was so blown away by the tool that she created a YouTube video about her experience: ## What's special about ChatPRD? ChatPRD is one of the only AI tools created specifically for product managers. We are dedicated to giving product managers a co-pilot that not only makes them more efficient, but also uplevels their product documentation and careers. We are a small and scrappy team that ships weekly, engages heavily with out community, and our roadmap is strongly influenced by our users' feature ideas 💕 ## How did Claire create ChatPRD? Did you know that Claire created ChatPRD in a single long weekend? Check out this post where she shares the tech stack she used: [https://x.com/clairevo/status/1729213368048005176](https://x.com/clairevo/status/1729213368048005176) ## What can you expect from ChatPRD? - A great product that evolves weekly - High quality and efficient product documentation - A responsive and engaged team through chat and email - Weekly newsletters highlighting new features - YouTube videos where Claire shares helpful product advice and insights about ChatPRD - And many more things to come 😉 Got questions? Want to talk to the ChatPRD team? Contact us athello@chatprd.ai ### What is ChatPRD? ChatPRD is an AI workspace for product managers and product teams. It helps you turn rough ideas, research, and existing context into structured product documents, and acts as a thinking partner for requirements, tradeoffs, and execution. # Exporting Documents (/docs/exporting-documents) Learn about Exporting Documents ![Export dropdown showing all export options including Copy as .md, Export to .md, .docx, Google Drive, Notion, and Confluence](sanity:image-6d382dfa535b436be4b988e8729bb94e6756a83b-1548x632-png) ## Exporting to Google Drive If you've connected Google Drive: 1. Open the chat or document. 1. Click theExportbutton. 1. SelectExport to Google Drive. 1. The document will be exported to your Google Drive. 1. Use Google Drive's sharing features to share with others. Open the chat or document. Click theExportbutton. SelectExport to Google Drive. The document will be exported to your Google Drive. Use Google Drive's sharing features to share with others. ## Exporting to Notion If you've connected Notion: 1. Open the chat or document. 1. Click theExportbutton. 1. SelectExport to Notion. 1. Choose the destination page in Notion. 1. The document will be exported to your Notion workspace. Open the chat or document. Click theExportbutton. SelectExport to Notion. Choose the destination page in Notion. The document will be exported to your Notion workspace. ## Exporting to Confluence If you've connected Confluence: 1. Open the chat or document. 1. Click theExportbutton. 1. SelectExport to Confluence. 1. Choose the destination space in Confluence. 1. The document will be exported to your Confluence workspace. Open the chat or document. Click theExportbutton. SelectExport to Confluence. Choose the destination space in Confluence. The document will be exported to your Confluence workspace. ## Exporting as Files You can also export your docuemnts as .md, .docx. # Included Templates (/docs/included-templates) ChatPRD offers a wide range of document templates designed to help product teams plan, document, and launch products faster. Whether you’re writing a PRD, documenting an API, or preparing for launch, templates help you get started with structured, best-practice formats. # Templates Included in ChatPRD ![image](sanity:image-415b0437cd018a6c3d95a5bb73a87b41e69986f7-810x476-png) Below is a complete list of the templates currently available in ChatPRD. ## Core ChatPRD Templates ### ChatPRD: PRD The default ChatPRD template for writing detailed Product Requirements Documents (PRDs). Includes goals, context, user stories, requirements, and success metrics. ### No Template Start from scratch — use your own judgment for the content and structure of the document. ## Technical & Product Documentation ### API Documentation A comprehensive guide for documenting APIs — covering purpose, functionality, architecture, authentication, error handling, and endpoints. ### Technical Design Document A structured template for capturing technical design details for features or systems, including architecture diagrams, components, dependencies, and trade-offs. ### Product Security Assessment A guide to evaluate and strengthen product security. Includes areas such as technical specifications, key features, risks, and mitigation strategies. ## Product Planning & Strategy ### Product Strategy Document Define your product vision, market context, goals, strategies, and roadmap in a single structured document. ### Release Plan Plan and execute product releases efficiently. Covers product overview, milestones, dependencies, communication, and success metrics. ### Go-to-Market Plan A strategic template to coordinate product launch activities across marketing, sales, and operations. ### Product Launch Checklist Ensure a smooth product launch with this detailed checklist covering technical, marketing, and operational readiness. ### OKRs Generate and align team Objectives and Key Results around product and business goals. ### PR FAQ An Amazon-style “Working Backwards” template that combines a mock press release with FAQs written from the perspective of a successful launch. ### PRD for v0.dev An optimized PRD format for v0.dev and similar AI development platforms — structured for defining goals, UX, functionality, and success metrics. ## Research, Testing & UX ### Usability Test Plan Plan usability studies by defining objectives, methodology, participants, environment, and metrics. ### User Testing Plan A structured approach for conducting user testing to validate features and user experience quality. ### User Personas Detailed profiles representing target user segments to guide empathetic design and decision-making. ### Customer Journey Map Map out the customer experience from awareness to advocacy. Identify pain points, opportunities, and next steps for improvement. ### Accessibility Compliance Checklist Ensure your product meets accessibility standards. Covers design, readability, and navigation for all users, including those with disabilities. ## Analysis & Reporting ### Competitive Analysis Report A structured framework for comparing competitors — including company background, product features, market positioning, and strategic insights. ## Community Templates Templates created or shared by experts in the product community, available directly in ChatPRD. ### Aakash’s PRD Aakash Gupta’s popular PRD framework (shared with permission), focused on clarity and actionability. ### Peter’s PRD Peter Yang’s PRD template (shared with permission), emphasizing storytelling and user-centric design. ### Lenny’s 1-Pager Lenny Rachitsky’s concise, high-impact one-pager template for aligning teams quickly around a product idea. ### Founding Hypothesis A strategic framework by Jake Knapp and John Zeratsky (via Lenny’s Newsletter) for aligning teams on customer, problem, and differentiation — the foundation of any new product. ### App Prototyping with AI Code Generation Tailored for AI code generation platforms like v0.dev, Bolt.new, Loveable, and Replit. Includes sections for product overview, app stack defaults, and backend requirements for fast prototyping. ## Choosing a Default Template You can set any template as your default within ChatPRD to automatically use it for all new documents. Simply select “Make Default” next to your preferred template. ## Tip If you’re not sure which template to use, start with ChatPRD: PRD — it’s designed to be flexible, comprehensive, and compatible with integrations like Confluence, Gamma, and v0.dev. # Slack Integration (/docs/slack-integration) Learn about Slack Integration # Slack Integration This guide explains how to set up and use the Slack integration with ChatPRD, both for personal accounts and workspace/team accounts. ## Setting Up Slack Integration ### Personal Slack Account 1. Navigate to Settings > Integrations in the ChatPRD interface. ![image](sanity:image-cb478b3d1c6fc8d54ce2ec633aa718c0a4441166-3300x590-png) 2. In the integrations section, locate the Slack card. 3. Click the Connect Slack button. 4. You'll be redirected to Slack's authorization page. Sign in with your Slack account. ![image](sanity:image-63535aec52a52c461cd26355185265ae1bf15ea0-1984x1366-png) 5. Select the workspace you want to connect and grant ChatPRD the necessary permissions. 6. After successful authentication, you'll be redirected back to ChatPRD with the integration status showing as "Connected." ![image](sanity:image-f395728e3c3852ae55db3d648fa9362b885c714d-1600x580-png) ### Configuring Your Slack Integration for Teams Organizations have additional controls for their Slack integration. After connecting your Slack account to your team, you'll see an option to select a default channel for notifications and how many other teammates are connected. ![image](sanity:image-b5f72a668c0cd744540fec0ef8f2cd6fd1bfd031-1606x724-png) ### Using Slack with ChatPRD Once connected, you can use Slack to: ### Receive Notifications in Slack Configure ChatPRD to send notifications to Slack when: 1. New documents are shared with you 1. Team members comment on your documents ### Messaging @ChatPRD in Slack With the integration enabled, you can use ChatPRD directly from Slack: 1. Type "@chatprd" followed by your question or prompt in any Slack channel. You will have to add @chatprd to any channel you want it to reply in. ![image](sanity:image-876e5fd5d461b195ba9bdb27ea09f4398539b159-1210x928-png) 2. ChatPRD will process your request and respond directly in the Slack thread. 3. You can continue the conversation in the thread. This thread will also be linked in the ChatPRD app. 4. You can also DM @chatPRD in private conversations. ### Troubleshooting Slack Integration If you encounter issues with the Slack integration: 1. Connection Issues: 1. Check that your Slack account is properly connected in Settings > Integrations 1. If showing as "Not Connected," try reconnecting your account 1. Ensure you've granted all the required permissions 1. Sharing Failures: 1. Verify you have permission to post in the selected channel 1. Check your internet connection 1. Ensure the ChatPRD app is still authorized in your Slack workspace 1. Command Issues: 1. If the @chatprd command isn't working, check if the app is properly installed in your workspace and that you have connected ChatPRD to your Slack account in settings. 1. Try reinstalling the Slack app from the ChatPRD integrations page If problems persist, contact ChatPRD support for further assistance. # Team Plan (/docs/team-plan) The ChatPRD team plan unlocks special features for collaboration and team efficiency, including our Linear agent. # ChatPRD Team Plan ## What is ChatPRD Team? ![ChatPRD pricing showing Free, Pro, and Teams plans](sanity:image-e05d58af157b642c8b65183e41b278809df0a15a-1200x700-png) ChatPRD Team is a plan for organizations that want ChatPRD accounts for 2 or more individuals. The team account has more collaborative functionalities than individual accounts, providing visibility into other team members' documents, commenting capabilities, and review and approval functionality. ## What are the terms of service and privacy policies for ChatPRD Team? How is user data handled? The terms of service and privacy policy for Team accounts is the same as for individual accounts. We only use the information you submit to serve and improve the product, we will not sell or distribute your data. We use OpenAI APIs that do not train on submitted data. You can read more about these APIs here: [https://openai.com/enterprise-privacy](https://openai.com/enterprise-privacy) You can find our privacy policy and terms of service here: [https://app.chatprd.ai/terms-of-service](https://app.chatprd.ai/terms-of-service) ## How does the pricing work for ChatGPT Team? ChatPRD Team can be purchased on an annual plan for $20/seat/mo or on a monthly plan for $24/seat/mo. ## Is the ChatPRD Team plan different from the Enterprise plan? Yes, in the Enterprise plan there is an option for additional security and privacy accommodations, white glove support and implementation, admin controls, and ongoing account management. For more information on Enterprise plans, submit a support chat. # ChatPRD Team Plan Overview ## Who the Team plan is for - Organizations with 2 or more people using ChatPRD - Teams that want shared visibility into product work - Groups needing collaboration on chats, documents, projects, and templates - Organizations that want admins to centrally manage access and team settings ## What the Team plan includes # Team Collaboration (/docs/team-collaboration) How to collaborate with your team on projects, documents, chats, and templates. # Understanding Teams Teams in ChatPRD allow multiple users to collaborate on product documentation, share templates, and work together on projects. Team features are available on the Team plan. # Creating a Team ## Creating a New Team 1. Click on your profile picture or initials in the top-right corner. 1. Select Create New Organization from the dropdown menu. 1. Enter your organization details: 1. Organization Name: The name of your team or company 1. Icon (optional) 1. Click Create Organization to set up your team. ## Converting from an Individual Account If you already have an individual account: 1. Create a new organization following the steps above. 1. Navigate to [Plans](https://app.chatprd.ai/plans), choose how many seats you need and complete checkout. 1. Invite your teammates to ChatPRD. # Inviting Team Members ## Sending Invitations 1. As an admin, navigate to [Settings > Team](https://app.chatprd.ai/settings/team). 1. Click the Invite Members button. 1. Enter the email addresses of the people you want to invite. 1. You can enter multiple email addresses separated by commas 1. Optionally, add a personalized message 1. Select the appropriate role for the invitees (Member, Admin, or Owner). 1. Click Send Invitations. ## Managing Pending Invitations 1. Navigate to Settings > Team Members > Pending Invitations. 1. View all pending invitations. 1. You can: 1. Resend an invitation 1. Cancel an invitation 1. Change the role of a pending invitation ## Accepting an Invitation As an invitee: 1. You'll receive an email invitation to join the team. 1. Click the Accept Invitation button in the email. 1. If you don't have a ChatPRD account, you'll be prompted to create one. 1. If you already have an account, you'll be added to the organization after accepting. # Managing Team Members ## Viewing Team Members 1. Navigate to [Settings > Team](https://app.chatprd.ai/settings/team). 1. View a list of all current team members, their roles, and status. ## Changing Member Roles As an Admin or Owner: 1. Navigate to [Settings > Team](https://app.chatprd.ai/settings/team). 1. Find the member whose role you want to change. 1. Click on the role dropdown next to their name. 1. Select the new role (Member or Admin). 1. Confirm the role change when prompted. ## Removing Team Members As an Admin or Owner: 1. Navigate to [Settings > Team](https://app.chatprd.ai/settings/team). 1. Find the member you want to remove. 1. Click the Remove button next to their name. 1. Confirm the removal when prompted. # Team Collaboration Features ## Shared Templates Team members can: - Access templates shared by other team members - Create and share their own templates with the team - Set organization-wide default templates (Admins only) ## Shared Chats Team members can: - Share chat threads with specific team members - Collaborate on documents in real-time - Comment on shared documents # Team Settings and Administration As a Team Admin or Owner, you can: 1. Manage Billing: 1. Update payment information 1. Change subscription plan 1. View billing history 1. Invite teammates: 1. Invite users to the team account # Best Practices for Teams 1. Define clear roles: Assign appropriate permissions based on team members' responsibilities. 1. Establish naming conventions: Create consistent naming for projects, templates, and documents. 1. Use projects for organization: Group related documents and conversations in projects. 1. Share templates: Create and share standardized templates for common document types. 1. Leverage integrations: Connect team tools like Slack and Confluence for seamless workflows. For additional help with team management, contact ChatPRD support. # Security and Privacy (/docs/security-and-privacy) We take the privacy of your data seriously. Here is some information about ChatPRD security and privacy. # Terms of Service & Privacy Policy 🔒 Security and privacy are of the utmost importance when working with AI tools. ## ChatPRD Terms of Service & Privacy Policy Here are our [Terms of Service](https://app.chatprd.ai/terms-of-service) & [Privacy Policy](https://app.chatprd.ai/terms-of-service). Enterprise customers are eligible for custom terms and data processing agreement. ## Are you SOC 2 certified? Yes, you can request documentation and learn more about our security controls at our [Trust Center](https://trust.chatprd.ai). ## Is my information private? We only use the information you submit to serve and improve the product, we will not sell or distribute your data. ## Do you train your models on my data? We use OpenAI APIs that do not train on submitted data. You can read more about these APIs here: [https://openai.com/enterprise-privacy](https://openai.com/enterprise-privacy) ## Who owns the outputs of my chats? You own the inputs and outputs generated by ChatPRD. # Signing Up (/docs/how-to-sign-up) Signing up for a ChatPRD account is free and easy. Here's how to get started. # Sign Up for a ChatPRD Account This guide will walk you through the process of creating a new ChatPRD account and getting started with the platform. ## Creating Your Account 1. Visit [ChatPRD.ai](https://www.chatprd.ai) and click on the Sign Up button in the top-right corner of the page. 1. You can sign up using: 1. Your email address 1. Google account 1. SSO (Enterprise Plans Only) After selecting your preferred sign-up method, follow the on-screen instructions to complete the registration process. ## Setting Up Your Profile After creating your account, you'll be guided through a profile setup process: ### Adding your personal information - Enter your first and last name - Add your company name and website (optional) - Select your role from the dropdown menu This information will personalize ChatPRD and make sure it always keeps your role in mind. ### Writing your bio Your bio helps steer ChatPRD and give it more context about you, your role, and the products you work on. You can use the Generate button to have AI draft a bio for you. ### Other Preferences You can also set other preferences, including: - Default language - AI personality style - Feedback style - Industry ## Next steps after signing up After setting up your account and profile: - Explore the available templates - Start your first chat with ChatPRD - Create your first document - Set up integrations with your favorite tools # Setting Up Your User Profile (/docs/setting-up-your-user-profile) Learn about Setting Up Your User Profile # Setting Up Your User Profile This guide explains how to manage your user profile and account settings in ChatPRD. ## Accessing Your Profile Settings 1. Click on your profile picture or initials in the top-right corner of the screen. 1. Select Settings from the dropdown menu. 1. Navigate to the Profile tab if it's not already selected. ## Basic Information ![Profile Settings Basic Info tab with name, company, role fields and Generate bio button](sanity:image-068f4e7410290e260401ab65b4992fefe4e6e97d-2330x1600-png) In the Basic Info tab, you can update: ### Personal Details: - First Name - Last Name - Company Name - Company Website ### Professional Information: - Role - Select from a comprehensive list of product and tech roles - Bio - Write a brief description of your background or use the "Generate Bio" feature to create one automatically based on your profile information ## Preferences ![Profile Settings Preferences tab with language, communication style, industry focus, and feedback style options](sanity:image-d313c2cbe42df7d6f11bcede1231064ed0e78cd4-2310x1362-png) In the Preferences tab, you can customize: ### Language Settings: - Default Language - Choose from multiple language options for AI interactions ### Personality: - Professional - Formal and business-oriented responses - Friendly - More casual and conversational tone - Direct - Concise and to-the-point communication ### Industry Context: - Select your industry to help ChatPRD provide more relevant suggestions and examples ### Feedback Style: - Balanced - Equal focus on positive aspects and areas for improvement - Constructive - More emphasis on improvement opportunities - Supportive - More emphasis on positive reinforcement ## Saving Your Changes After making any changes to your profile: 1. Click the Save Profile button at the bottom of the form. 1. You'll see a confirmation message when your changes have been saved successfully. ## Organization Switching If you belong to multiple organizations, use the organization switcher at the top of the profile form to switch between different organizations. Your profile settings can be different for each organization you belong to. ## Account Management For account-related actions such as: - Changing your password - Updating your email address - Managing billing information Remember that keeping your profile information up-to-date helps ChatPRD provide more personalized and relevant assistance for your product management needs. # Using the chat (/docs/using-the-chat) You can chat with ChatPRD to brainstorm features, write documents, and improve your product work. Here are some tips for using the chat interface and tools effectively. # Starting a New Chat 1. From the dashboard, click theNew Chat button in the sidebar. 1. You'll be presented with quickstart options 1. Or you can enter your chat question at the bottom of the page. 1. Press Enter or click the send button to start the conversation with ChatPRD. ![image](sanity:image-96babe7bc6926c81eeb4014099b8f481b6eefc63-2474x1728-png) # Selecting Projects To associate your chat with a project: - Click on the project dropdown near the template selector. - Select an existing project. - Your chat will now be associated with the selected project and will appear in that project's view. ![Project Selector](sanity:image-e3ec1d42639719b59e1f922f63b9a1938ec00b8c-1020x428-png) You can edit the associated Project for a chat by clicking the project name or + Project in the top header near the chat title. ![Moving Projects in ChatPRD](sanity:image-25247b49e245d0b85f9f730917bc07298a633f34-1212x594-png) # Uploading Files You can upload files to provide context for your conversation: 1. Click the attachment icon (paperclip) in the chat input area. 1. Select files from your computer or select from Google Drive Uploaded files will be processed and ChatPRD will be able to reference their contents. ### Uploading Files from Google Drive If you have the Google Drive integration enabled, you can use the drive picker to select and upload specific Google Drive files to your chat. ### Supported File Types - Text documents (.txt, .md, .doc, .docx) - PDFs - Images (.jpg, .png) - Powerpoint (.pptx) - Code files All supported file types: ``` .c text/x-c .cpp text/x-c++ .cs text/x-csharp .css text/css .doc application/msword .docx application/vnd.openxmlformats-officedocument.wordprocessingml.document .go text/x-golang .html text/html .java text/x-java .js text/javascript .json application/json .md text/markdown .pdf application/pdf .php text/x-php .pptx application/vnd.openxmlformats-officedocument.presentationml.presentation .py text/x-python .py text/x-script.python .rb text/x-ruby .sh application/x-sh .tex text/x-tex .ts application/typescript .txt text/plain ``` # Chatting with ChatPRD 1. Type your message in the input field at the bottom of the chat. 1. Press Enteror click the send button to send your message. 1. ChatPRD will respond based on your selected template and the context of the conversation. 1. Continue the conversation by sending additional messages. ## Providing Feedback on Responses After receiving a response from ChatPRD: - Use the thumbs up/down buttons to provide feedback on the quality of the response. - Optionally, provide specific feedback about what was helpful or could be improved. This feedback helps improve future responses. # How to Use Chat in ChatPRD ## Start a New Chat 1. From the dashboard, click New Chat in the sidebar. 1. Choose a quick-start option if it fits your task, or type directly into the chat box. 1. Press Enter or click Send to start the conversation. ## Ask Better Questions You do not need a perfect prompt. A short, clear description is enough. Good inputs usually include: - What you are trying to do - Who the user is - Any constraints or goals - Links, files, or product context if available # Notion Integration (/docs/notion-integration) Learn about Notion Integration # Notion Integration This guide explains how to set up and use the Notion integration with ChatPRD. ## Setting Up Notion Integration 1. Navigate to [Settings > Integrations](https://app.chatprd.ai/settings/integrations) in the ChatPRD interface. ![image](sanity:image-7e55dbe6776fe9c4584c857dff858a43c5f749ef-2760x430-png) 2. In the integrations section, locate the Notion card. 3. Click the Connect Notion button. 4. You'll be redirected to Notion's authorization page. Sign in with your Notion account and select the workspace you want to connect. 5. Grant ChatPRD the necessary permissions to access your Notion workspace. 6. After successful authentication, you'll be redirected back to ChatPRD with the integration status showing as "Connected." Note: Notion integration is available on Pro and Team plans only. ## Configuring Your Notion Integration After connecting your Notion account: 1. In the Notion integration card, you'll see a dropdown to select a Default Notion Page. ![image](sanity:image-247fce06f59e47de0c35180a7ac080ac6e1b58ad-1324x594-png) 2. Click on the dropdown and select the page where you want ChatPRD to export documents by default. 3. We recommend creating a dedicated page for ChatPRD exports before connecting for better organization. ## Using Notion with ChatPRD Once connected, you can use Notion to: ### Export Documents to Notion 1. While in a chat or document view, click on the Export button. ![image](sanity:image-ab52bc33408ae0646c6706c469e08bad531f2eab-1890x588-png) 2. Select Export to Notion from the dropdown menu. 3. If you haven't set a default page or want to export to a different page: 1. A page selector will appear 1. Browse and select the destination page 4. The document will be exported to Notion with formatting preserved. 5. After successful export, you'll see a confirmation message with a link to view the document in Notion. ![image](sanity:image-1783c51dea3f86abcabe4f98f223dcde5f566938-835x273-png) ### Organizing Your Exports For better organization in Notion: 1. Create a dedicated page for ChatPRD exports before connecting. 1. Use Notion's database features to organize your exported documents. 1. You can create different pages for different types of documents or projects. ### Troubleshooting Notion Integration If you encounter issues with the Notion integration: 1. Connection Issues: 1. Check that your Notion account is properly connected in Settings > Integrations 1. If showing as "Not Connected," try reconnecting your account 1. Ensure you've granted all the required permissions 1. Export Failures: 1. Verify you have permission to edit the destination page 1. Check your internet connection 1. Try exporting a smaller document first 1. Permission Errors: 1. You may need to reconnect your Notion account to refresh the permissions 1. Click "Disconnect Notion" and then reconnect If problems persist, contact ChatPRD support for further assistance. # v0 Integration (/docs/v0-integration) Learn about v0 Integration # v0 Integration ![Open in dropdown showing v0.app option](sanity:image-85d97f6dd9c16e166f7dd61e84f15a8092116ece-972x760-png) V0.dev lets you turn product requirements into working UI. ## V0: Generate UI from Your PRDs ![Open in v0.app dialog showing prompt preview and Open button](sanity:image-52dd95c06db76f266a1ff6eeebc92f2eddbd8848-1132x1102-png) With the V0 integration, ChatPRD can pass your PRD context to V0, generate components, and embed a live preview you can iterate on directly in place. ### Setting Up V0 1. Go to Settings → Integrations. 1. Find V0 and click Connect. 1. Paste your V0 API token and save. 1. The status will update to Connected once validated. Availability: Pro and Team plans. Trial users can evaluate the integration. ### About Tokens - You can revoke or replace your token anytime in Settings → Integrations. - Expired or invalid tokens automatically block V0 actions until updated. ## What You Can Do - Generate UI from a PRD: Ask the assistant to create a "v0 prototype" based on your document’s requirements. - See a live preview: View the demo inside ChatPRD with a direct link to V0.dev. - Iterate quickly: Send follow-up instructions to refine layout, styling, and behaviors. - Keep multiple designs: Maintain more than one V0 chat per thread and switch between them. ### Generate UI from a PRD 1. Open a chat attached to your PRD. 1. Prompt the assistant, for example: 1. "Create a responsive dashboard in v0 with metrics cards, a line chart, and a sidebar navigation based on this PRD." 1. Create a responsive dashboard in v0 with metrics cards, a line chart, and a sidebar navigation based on this PRD. 1. ChatPRD will call V0 with your PRD context and create a V0 chat in your account. Note: this can take a long time! 1. Once ready, you’ll see the V0 preview (demo URL) and a link to open the chat on V0.dev. Note: If your thread includes multiple documents, ChatPRD automatically attaches them as context where possible. ### Preview and Iterate - Embedded preview: A canvas shows the current demo, which you can use to validate structure and styling. - Refine with instructions: Ask the assistant to update the V0 chat, e.g.: - "Add dark mode and improve mobile responsiveness." - "Replace the area chart with a stacked bar chart and add a filter toolbar." - External editing: Click the external link to open the V0 chat on V0.dev for deeper edits. ### Managing Multiple V0 Chats in a Thread - You can create multiple V0 chats from the same PRD. - Switch the active chat to compare different design directions. - Close/archive a chat when it’s no longer needed; your thread history is preserved. ### Security & Privacy - Token protection: Tokens are stored securely and are never sent to the browser or included in model prompts. - Org-aware: For organization accounts, the server selects the correct profile token for the current org context. - Data minimization: We send only the content needed to generate or update the requested UI. - What we store: We retain metadata about the V0 chat (IDs, title, demo URL, timestamps) to power previews and iteration—not your code! ## Troubleshooting ### Authentication Errors Symptoms: V0 actions fail immediately; messages reference missing/expired token.​ Fix: - Check Settings → Integrations → V0 and re-enter your token. - If you’re in a team, confirm the correct org profile has a valid token. ### Demo Preview Won’t Load Symptoms: Blank or blocked iframe. ​ Fix: - Open the external link to verify the V0 demo loads directly. - Refresh the chat; if the issue persists, try again later. ### API Limits or Temporary Failures Symptoms: Rate-limit or network messages; operation retries.​ Fix: - Wait briefly and retry. If your V0 quota is exceeded, try later or reduce traffic. ### Document Context Seems Ignored Symptoms: Generated UI doesn’t reflect key requirements.​ Fix: - Ensure your PRD is attached to the chat/thread. - Re-ask with a more explicit prompt referencing core requirements. - Create a new V0 chat to explore a different direction. If problems persist, reach out to support with: - Time of the error, - The thread link, - Whether the issue occurred during creation or update. ## Open in v0 (Quick Export) In addition to generating UI through the chat, you can also quickly export your document directly to v0.app using the Open in button. This is a faster way to get started with UI generation when you want to work directly in v0. ### How It Works 1. Open a chat with your PRD document attached. 1. Click the Open in button in the chat header. 1. Select v0.app from the dropdown menu. 1. A progress modal will appear while ChatPRD prepares your document. You can optionally edit the prompt before sending. 1. Click Open to launch v0.app in a new tab with your document content pre-loaded. ### Key Differences from Chat-Based Generation - No V0 token required: The Open in v0 feature works without connecting your V0 API token. You will use your own v0.app account directly. - Direct v0.app workflow: You work entirely within v0.app rather than seeing an embedded preview in ChatPRD. - Editable prompt: You can customize the prompt before sending to v0.app to guide the UI generation. - Temporary document sharing: Your document is shared via a secure temporary URL that expires after 5 minutes. The content is never permanently stored outside ChatPRD. ### When to Use Each Method Use the chat-based V0 integration when you want to iterate on UI designs within ChatPRD, maintain multiple design versions per thread, and see embedded previews alongside your PRD. Use Open in v0 when you want a quick export to work directly in v0.app, prefer to use your own v0 account, or want to customize the prompt before generating. # FAQs - Do I need to paste my token into prompts?​ - No. Add the token once in Settings → Integrations, and you’re set. - Can I use this without connecting V0? - Yes. Core ChatPRD features work without V0. You just won’t see UI generation and previews. - What exactly is stored when I create a V0 chat? - We store the chat ID(s), title, session metadata, and demo URL to show previews and track updates. Your API token is not stored in the V0 chat and is never exposed client-side. - Can multiple people on my team use the same V0 connection? - Yes. Team admins can connect an organization token so teammates can generate and iterate without individually adding tokens. - How do I remove access? - Disconnect in Settings → Integrations → V0, or rotate your V0 token. Tip: For best results, keep your PRD structured and explicit about UI requirements: information architecture, primary actions, key components, and responsive behavior. # MCP (Model Context Protocol) Integration (/docs/mcp-model-context-protocol-integration) Learn about MCP (Model Context Protocol) Integration # MCP (Model Context Protocol) Integration ![MCP Clients section with Open in Cursor button and Copy config dropdown](sanity:image-55a88834cb3a8eb92794f9673e47a6958bd23b4c-2322x496-png) ChatPRD's MCP allows you to securely connect ChatPRD's AI capabilities directly to your favorite IDE or AI client. ## Overview The ChatPRD MCP enables seamless access to ChatPRD's document generation, knowledge base search, and product management features from within your development environment. The MCP integration is available for Pro, Team, and Enterprise subscribers and supports multiple popular clients including Cursor, Windsurf, Claude Code, Claude Desktop, and VS Code. ### Supported MCP Clients ChatPRD's MCP server supports the following clients with tailored configuration formats: - Cursor - Direct deeplink integration and JSON configuration - Windsurf - mcp-remote JSON configuration - Claude Code - CLI command setup - Claude Desktop - mcp-remote JSON configuration - VS Code - settings.json configuration ## MCP Endpoint ChatPRD's MCP server is hosted at: - https://app.chatprd.ai/mcp ## Setup Instructions ### Prerequisites - Active ChatPRD subscription (Pro, Team, or Enterprise plan) - Access to ChatPRD settings page - Supported MCP client installed ## Accessing MCP Configuration 1. Log in to your ChatPRD account 1. Navigate to Settings → Integrations 1. Locate the MCP Clients section 1. Choose your preferred setup method: 1. One-click setup for Cursor (deeplink) 1. Copy configuration for manual setup ## Client-Specific Setup ### Cursor Option 1: One-Click Setup (Recommended) 1. In ChatPRD settings, click "Open in Cursor" 1. Cursor will automatically prompt to install the MCP configuration 1. Accept the installation to complete setup Option 2: Manual Configuration 1. In ChatPRD settings, select "Copy config for..." → "Cursor (mcpServers JSON)" 1. Open Cursor settings 1. Navigate to MCP configuration 1. Paste the copied JSON configuration: - { "mcpServers": { "ChatPRD": { "url": "https://app.chatprd.ai/mcp" } } } ### Windsurf 1. In ChatPRD settings, select "Copy config for..." → "Windsurf (mcp-remote JSON)" 1. Open Windsurf settings 1. Navigate to MCP configuration 1. Paste the copied JSON configuration: - { "mcpServers": { "ChatPRD": { "command": "npx", "args": ["mcp-remote", "https://app.chatprd.ai/mcp"] } } } ### Claude Code 1. In ChatPRD settings, select "Copy config for..." → "Claude Code (CLI command)" 1. Open your terminal 1. Run the copied command: - claude mcp add --transport http ChatPRD https://app.chatprd.ai/mcp ### Claude Desktop 1. In ChatPRD settings, select "Copy config for..." → "Claude Desktop (mcp-remote JSON)" 1. Open Claude Desktop settings 1. Navigate to Developer 1. Paste the copied JSON configuration: - { "mcpServers": { "ChatPRD": { "command": "npx", "args": ["mcp-remote", "https://app.chatprd.ai/mcp"] } } } ### VS Code 1. In ChatPRD settings, select "Copy config for..." → "VS Code (settings.json)" 1. Open VS Code settings (JSON) 1. Add the copied configuration to your settings.json: - { "mcp": { "inputs": [], "servers": { "ChatPRD": { "url": "https://app.chatprd.ai/mcp" } } } } ## Available MCP Tools ### Document Management - Create Document - Generate new PRDs and documents using AI - Update Document - Modify existing documents with AI assistance - Search Documents - Find and retrieve document content ## Troubleshooting ### Common Issues MCP Client Not Connecting - Verify your ChatPRD subscription includes MCP access (Pro/Team/Enterprise) - Check that the MCP URL is correctly configured - Ensure your client supports the MCP protocol version Configuration Not Working - Double-check the JSON syntax in your configuration - Verify the MCP server URL matches your ChatPRD instance - Restart your MCP client after configuration changes Authentication Errors - Ensure you're logged in to ChatPRD in your browser - Check that your session hasn't expired - Verify your subscription status in ChatPRD settings ## Getting Help 1. Check Client Documentation - Each MCP client may have specific requirements 1. Verify Subscription - Ensure your plan includes MCP access 1. Contact Support - Reach out to ChatPRD support with specific error messages ## External Resources Our MCP is a remote hosted MCP with authenticated supported by our auth provider, Clerk. If you have issues connecting to a supported client, please refer to [Clerk MCP Documentation](https://clerk.com/docs/mcp/connect-mcp-client). Other docs: - [Cursor MCP Documentation](https://docs.cursor.com/mcp) - [Claude Desktop MCP Setup](https://docs.anthropic.com/claude/docs/mcp) - [Model Context Protocol Specification](https://modelcontextprotocol.io/) ## Security Considerations - MCP connections use secure HTTPS transport - Authentication is handled through your existing ChatPRD session - No additional credentials are stored in MCP client configurations - All data transmission follows ChatPRD's standard security protocols ## Subscription Requirements MCP integration is available for: - ✅ Pro Plan - Full MCP access - ✅ Team Plan - Full MCP access - ✅ Enterprise Plan - Full MCP access - ❌ Basic Plan - MCP not available Users on trial periods also have access to MCP integration during their trial. # Creating & Using Templates (/docs/create-and-use-templates) Templates in ChatPRD provide structured frameworks for your documents, helping you create consistent and comprehensive product documentation. They include predefined sections and guidance to ensure you cover all necessary aspects of your product requirements. # Using Existing Templates ## Selecting a Template for a New Chat ![image](sanity:image-32d0ea701b9e39c31370a8c9be1904016732b5fc-502x262-png) 1. When starting a new chat, you'll see template options in the template selector available by clicking the writing settings in the bottom of the chat window. 1. Click on the template dropdown to view available templates. 1. Browse through the templates and select the one that best fits your needs. 1. After selecting a template, start your chat with ChatPRD, which will guide you through creating a document based on the selected template. ## Switching Templates Mid-Conversation 1. In an active chat, open writing settings in the bottom of the chat box. 1. Select a different template from the dropdown menu. 1. ChatPRD will adapt the conversation to the new template structure. # Creating Custom Templates ## Creating a New Template ![image](sanity:image-da3b03414c178e3d2196b1abc0a6f372013f2170-812x482-png) 1. Navigate to [Settings > Templates](https://app.chatprd.ai/settings/customize). 1. Click the Add New Template button. 1. You can add a new template manually, by pasting in text, or uploading a PDF. 1. Fill in the template details: 1. Template Title: Give your template a descriptive name 1. Template Description: Provide a brief explanation of the template's purpose and use cases 1. Template Instructions: Give additional instructions on the structure or content of your template. 1. Add sections to your template: 1. Click Add Section to create a new section 1. Enter a Section Title (required) 1. Add an optional Section Description to guide users 1. Arrange sections in the desired order. 1. Click Save Template to create your custom template. ## Editing Existing Templates 1. Navigate to [Settings > Templates](https://app.chatprd.ai/settings/customize). 1. Find the template you want to edit and click the Edit button. 1. Modify the template title, description, or sections as needed. 1. Add or remove sections using the respective buttons. 1. Click Save to update the template. ![image](sanity:image-7115e43b3bb03ab3ffd61accae00846b19ccf75b-586x482-png) ## Setting Default Templates To set a template as your default: 1. Navigate to [Settings > Templates](https://app.chatprd.ai/settings/customize). 1. Find the template you want to set as default. 1. Click the Make Default button next to the template. 1. The template will now be marked as "Default" and will be automatically selected when starting new chats. ![image](sanity:image-415b0437cd018a6c3d95a5bb73a87b41e69986f7-810x476-png) ## Sharing Templates with Your Team On Team plans, you can share templates with your team members: 1. When creating or editing a template, toggle the Share Template toggle to ON. 1. Save the template. 1. The template will now be available to all members of your organization. 1. Team members can use shared templates but cannot edit them unless they are the creator. ![image](sanity:image-080da8587701b3b7377a868f4fb682f2e29dc172-612x298-png) ## Template Best Practices - Start with the basics: Begin with ChatPRD's default templates to understand the structure. - Customize for your needs: Create templates that reflect your organization's specific documentation requirements. - Keep it focused: Create different templates for different types of documents (PRDs, specs, briefs, etc.). - Include guidance: Add helpful descriptions to each section to guide users. - Iterate and improve: Refine your templates based on feedback and evolving needs. - Share knowledge: Share effective templates with your team to establish consistent documentation practices. ## Troubleshooting Templates If you encounter issues with templates: - Template not saving: Ensure you've filled in all required fields, especially section titles. - Template not appearing: Refresh the page or check if you have the necessary permissions. - Cannot edit template: Verify that you are the creator of the template or have admin permissions. - Default template not applying: Make sure you've clicked the "Make Default" button and not just selected the template. # Creating & Using Projects (/docs/create-and-use-projects) Learn about ChatPRD Projects # Introducing ChatPRD Projects: Organize, Reuse, and Collaborate Effortlessly ChatPRD is thrilled to introduce Projects, our latest feature designed to supercharge how you organize, manage, and reuse your work. Whether you’re a product manager tackling multiple initiatives or collaborating with cross-functional teams, Projects offers a flexible way to keep everything in one place. ### What Are Projects? Projects allow you to create dedicated groupings of chats, knowledge, and files tailored to specific topics or initiatives. Each project acts as a workspace with its own set of resources, making it easy to stay organized and reuse files or context without having to re-upload them every time. By default, all ChatPRD users have access to the ChatPRD Assistant, a general-purpose co-pilot that’s personalized to your profile. But with Projects, Pro, Teams, and Enterprise users can take it a step further by creating specialized assistants equipped with context-specific knowledge and files. ## Why Use Projects? - Efficiency: No more re-uploading the same files for different chats. Your assistant remembers everything within the project. - Focus: Tailor assistants to specific initiatives like growth, integrations, or pricing, ensuring more relevant and insightful responses. - Scalability: Collaborate seamlessly with team members on shared projects and build a growing knowledge base for ongoing initiatives. # Creating a New Project ![image](sanity:image-c7cb23180efe1c56e0cd1ad7e36027522f74c5c8-2868x932-png) ## From the Dashboard 1. Navigate to the Projects section in the sidebar. 1. Click the + New Project button. 1. Enter project details: 1. Project Name: A descriptive name for your project 1. Description (optional): A brief overview of the project's purpose 1. Project Type (optional): Select a category for your project 1. Click Create Project to set up your new workspace. ## From a Chat You can also create a project while in a chat: 1. Click on the project dropdown in the chat header. 1. Select + Create New Project. 1. Enter the project details as described above. 1. The current chat will automatically be associated with the new project. # Project Dashboard ![image](sanity:image-5e8f294f746b3aa970b8c7bf56b6f4b76c12fee9-2598x1426-png) Once you've created a project, you'll see the project dashboard with several sections: 1. Overview: Project description and key metrics 1. Chats: All conversations associated with this project 1. Files: Uploaded reference materials and attachments 1. Settings: Project configuration options # Adding Content to Projects ## Adding Files to a Project 1. Navigate to the Files tab in your project. 1. Click Upload Files. 1. Select files from your computer to upload. 1. Uploaded files will be available as references when starting new chats in this project. ## Adding Instructions to a Project Project instructions help guide ChatPRD's responses for all chats in the project: 1. Go to the Settings tab in your project. 1. Scroll to the Project Instructions section. 1. Enter specific instructions that should apply to all conversations in this project. 1. Include product context 1. Define terminology 1. Specify documentation style guidelines 1. Add links to reference materials 1. Click Save Instructions. 1. These instructions will automatically be applied to all new chats started within the project. # Using Projects ## Moving Existing Chats to a Project To associate an existing chat with a project: 1. Open the chat you want to move. 1. Click on the project dropdown in the chat header. 1. Select the destination project. 1. Confirm the change when prompted. 1. The chat will now appear in the selected project's dashboard. ## Starting Chats from Projects ### New Chat in a Project 1. Navigate to your project dashboard. 1. Click the New Chat button. 1. The chat will automatically: 1. Be associated with the project 1. Have access to project files 1. Follow project instructions 1. Use project-specific templates (if configured) 1. Start your conversation with ChatPRD as usual. # Using Project Context When chatting within a project: 1. ChatPRD will have access to all project files and previous conversations. 1. Project instructions will guide ChatPRD's responses to maintain consistency. 1. Coming Soon: The AI assistant will understand the context of your project based on previous chats and uploaded files. ## Future Enhancements ChatPRD is continuously evolving with new features. Some planned enhancements for projects include: 1. Project Collaboration: The ability to share projects with team members and set different permission levels. 1. Advanced File Management: Enhanced file organization and management within projects. 1. Cross-Project References: The ability to reference content across different projects. ## Project Organization Best Practices 1. Create focused projects: Each project should represent a specific product, feature, or initiative. 1. Use descriptive names: Choose clear project names that indicate the purpose or product area. 1. Add comprehensive instructions: Provide detailed context to ensure consistent AI responses. 1. Organize with folders: Use folders within projects to categorize related documents. 1. Link related projects: Reference related projects in the description to create connections. 1. Archive completed projects: Keep your workspace clean by archiving projects that are no longer active. For more information on team collaboration, see the "Teams" help article. # Google Drive Integration (/docs/google-drive-integration) Learn about Google Drive Integration # Google Drive Integration How to set up and use the Google Drive integration with ChatPRD. ## Setting Up Google Drive Integration 1. Navigate to [Settings > Integrations](https://app.chatprd.ai/settings/integrations) in the ChatPRD interface. ![image](sanity:image-137e45192afcc38ba476949a8d5aa51e9416f953-2778x714-png) 2. In the integrations section, locate the Google Drive card. 3. Click the Connect Your Google Account button. 4. You'll be redirected to Google's authentication page. Sign in with your Google account and grant ChatPRD the necessary permissions. 5. After successful authentication, you'll be redirected back to ChatPRD with the integration status showing as "Connected." ![image](sanity:image-0fbb255c6d2299515b7a33965cb9669b9d839c90-2772x880-png) Note: Google Drive integration is available on Pro and Team plans only. ## Using Google Drive with ChatPRD Once connected, you can use Google Drive to: ### Export Documents to Google Drive 1. While in a chat or document view, click on the Export button. ![image](sanity:image-35a7646dd046706e47cd915185b089403e2cd88b-1886x598-png) 2. Select Export to Google Drive from the dropdown menu. 3. The document will be exported to your Google Drive as a Google Doc, preserving formatting. 4. After successful export, you'll see a confirmation message with a link to view the document in Google Drive. ### Import Files from Google Drive 1. When starting a new chat or within an existing chat, click on the attachment icon. ![image](sanity:image-989600afa08e7fe44ae64a1d80b8a0c31800488d-1930x288-png) 2. Select Import from Google Drive from the options. 3. Browse your Google Drive files and select the document you want to import. 4. The selected file will be imported into your chat as a reference. ## Troubleshooting Google Drive Integration If you encounter issues with the Google Drive integration: 1. Connection Issues: 1. Check that your Google account is properly connected in Settings > Integrations 1. If showing as "Not Connected," try reconnecting your account 1. Ensure you've granted all the required permissions 1. Export Failures: 1. Verify you have sufficient storage space in your Google Drive 1. Check your internet connectionTry exporting a smaller document first 1. Try exporting a smaller document first 1. Permission Errors: 1. You may need to reconnect your Google account to refresh the permissions 1. Click "Disconnect Google Drive" and then reconnect 1. File Format Issues: 1. ChatPRD exports documents to Google Drive as Google Docs 1. Some complex formatting may be simplified during export If problems persist, contact ChatPRD support for further assistance. # Confluence Integration (/docs/confluence-integration) Learn about Confluence Integration # Confluence Integration This guide explains how to set up and use the Confluence integration with ChatPRD. ## Setting Up Confluence Integration ![Confluence integration card showing Connected status and space selector](sanity:image-41cf66ab9ae0e3a1270f0e22027d767c533bb24f-1804x602-png) 1. Navigate to [Settings > Integrations](https://app.chatprd.ai/settings/integrations) in the ChatPRD interface. 1. In the integrations section, locate the Confluence card. 1. Click the Connect Confluence button. 1. You'll be redirected to Atlassian's authorization page. Sign in with your Atlassian account. 1. Select the Confluence workspace you want to connect and grant ChatPRD the necessary permissions. 1. After successful authentication, you'll be redirected back to ChatPRD with the integration status showing as "Connected." Note: Confluence integration is available on Pro and Team plans only. ## Configuring Your Confluence Integration After connecting your Confluence account: 1. In the Confluence integration card, you'll see a dropdown to select a Default Confluence Space. 1. Click on the dropdown and select the space where you want ChatPRD to export documents by default. 1. We recommend creating a dedicated space for ChatPRD exports for better organization. ## Using Confluence with ChatPRD Once connected, you can use Confluence to: ### Export Documents to Confluence ![Export dropdown showing Export to Confluence option](sanity:image-97c888d5d1716df55dec1c659cf858300f0084e1-1082x606-png) ![Select a Confluence space dialog for exporting documents](sanity:image-2e553ceff70ebc731df528be82b11bf992b1576e-1146x580-png) 1. While in a chat or document view, click on the Export button. 1. Select Export to Confluence from the dropdown menu. 1. If you haven't set a default space or want to export to a different space: 1. A space selector will appear 1. Browse and select the destination space 1. The document will be exported to Confluence with formatting preserved. 1. After successful export, you'll see a confirmation message with a link to view the document in Confluence. ### Organizing Your Exports For better organization in Confluence: 1. Create a dedicated space for ChatPRD exports before connecting. 1. Use Confluence's page hierarchy to organize your exported documents. 1. You can create different spaces for different types of documents or projects. ### Troubleshooting Confluence Integration If you encounter issues with the Confluence integration: 1. Connection Issues: 1. Check that your Atlassian account is properly connected in Settings > Integrations 1. If showing as "Not Connected," try reconnecting your account 1. Ensure you've granted all the required permissions 1. Export Failures: 1. Verify you have permission to edit the destination space 1. Check your internet connection 1. Try exporting a smaller document first 1. Permission Errors: 1. You may need to reconnect your Atlassian account to refresh the permissions 1. Click "Disconnect Confluence" and then reconnect 1. Space Selection Issues: 1. If you can't see your spaces, ensure you have the correct permissions in Confluence 1. Try refreshing the space list by disconnecting and reconnecting If problems persist, contact ChatPRD support for further assistance. # Promo: Lenny's Newsletter Bundle (/docs/promo-lennys-product-pass) How to redeem the Lenny's Product Pass promotion for your first year of ChatPRD # Claim Your Free 1-Year Access to ChatPRD Pro As a subscriber to Lenny's Newsletter, you're eligible for an exclusive offer: 1 year free of ChatPRD Pro! This is your chance to experience AI-powered tools that help you write better PRDs, collaborate seamlessly with your team, and boost your productivity—all at no cost for the first year. ## How to Claim Your Free Year of ChatPRD Pro 1. Eligibility: This offer is only available to Lenny's Newsletter Annual and Insider subscribers. To redeem, follow the instructions on the [launch post](https://www.lennysnewsletter.com/p/8707a908-5696-4876-b4f4-2a43f22c5419) and our [information page](https://www.chatprd.ai/lenny). 1. You MUST have a promotion code: You can redeem your promotion code by following the instructions from Lenny's Newsletter. You must enter this promotion code when checking out with ChatPRD. 1. Promo Code Issues?: If you're having trouble entering your promo code, simply visit [this link](http://app.chatprd.ai/plans/lenny) directly to claim your free year. ## Key Offer Details - Full Access: Get unlimited access to all ChatPRD Pro features including advanced integrations and premium support for a full year—completely free. - Automatic Renewal: After the free year, your subscription will automatically renew at the regular price of $180/year. You can cancel anytime before the renewal date if you don't want to continue. - No Usage Limits: During your free year, there are no usage limits—you’ll have access to all the features, integrations, and support that come with the Pro plan. - Available Only for New Customers: This offer is only for new users. If you're already a ChatPRD customer, unfortunately, you can't redeem this promotion. # Frequently Asked Questions ## Who is eligible for this free 1-year offer? The offer is available exclusively for Lenny's Newsletter Annual and Insider subscribers. Sign up using your single-use code. ## What happens after my free year ends? After your free year, your subscription will renew at $180/year. You can cancel at any time before the renewal date. ## Are there any usage limits during the free year? No, you get full access to all ChatPRD Pro features with no restrictions during the free year. ## Can I use this offer if I'm already a ChatPRD customer? This offer is only available for new customers. Current users are not eligible. ## Can I use this offer for team plans? This offer is for individual Pro plans only. Team and enterprise plans are not included. For team or enterprise inquiries, please contact us. ## Troubleshooting: Promo Code Issues If you’re having trouble entering your promo code, please make sure to visit [this link](http://app.chatprd.ai/plans/lenny) directly. This should apply your discount and activate your 1-year free access. For any further questions, don't hesitate to contact us! # Magic Patterns Integration (/docs/magic-patterns-integration) Send your ChatPRD documents to Magic Patterns to create UI design prototypes from your PRD. ## Overview Magic Patterns is an AI-powered design prototyping tool. The "Open in Magic Patterns" connector sends your PRD content to Magic Patterns, where it is used to generate UI prototypes and design explorations based on your document. ## How it works 1. Open any document in ChatPRD. 1. Click the "Open in" dropdown button in the document toolbar. 1. Select "Magic Patterns" from the menu. 1. ChatPRD compresses your document with a focus on screens, layout, visual hierarchy, and UX states. 1. Magic Patterns opens in a new tab with your prompt pre-loaded, ready to generate prototypes. ## What gets sent - A compressed prompt focused on screens, layout, visual hierarchy, style guidelines, and UX states. ## Requirements - A ChatPRD account (available on all plans). - A [Magic Patterns](https://www.magicpatterns.com) account. ## Tips - Include wireframe descriptions and user flow details in your PRD for richer prototypes. - Describe visual styles, color palettes, and component patterns for better design output. - You can edit the compressed prompt before sending it to Magic Patterns for fine-tuning. # Writing Documents (/docs/writing-documents) ChatPRD can help you write documents and generate document artifacts following your selected template. # Writing Documents To write documents with ChatPRD: - Ensure that Writing Mode is ON - When writing a document, ask ChatPRD to "write a document" or "create a document" When the writing tool is triggered, a document outline will display and a document will stream in the document panel. ![Outline + Writing Documents on ChatPRD](sanity:image-aa844bce7cf47d6de57a9705244f864fb764f3d4-2920x1838-png) # Editing Documents When editing a document, you have two options: - Asking "edit this document" will make specific edits to your document and show a before/after change ![Editing Documents on ChatPRD](sanity:image-ed663c3b87e3d7d949787941a4c4ebe025e1b224-1804x718-png) - Asking to "rewrite this document" will overhaul your entire document and make major changes # Writing Mode You can turn on or off writing mode in the chat. This will tell ChatPRD whether or not you want to focus on document generation, and if so, what settings you want to apply to your documents. ![ChatPRD Writing Mode Settings](sanity:image-32d0ea701b9e39c31370a8c9be1904016732b5fc-502x262-png) You can toggle on writing mode by opening the writing mode settings at the bottom of the chat window. In writing mode settings you can: - Turn on and off writing tools - Select your writing model (Pro Plans only) - Select your template The templates available in writing tools are: - Default ChatPRD templates - Your custom templates - Shared team templates (on Team plans) The selected template will guide ChatPRD's responses and document structure. You can also use the "No Template" template if you don't have a set structure in mind. ## Switching to Document Mode To edit the document being created in your conversation: - Click the Document Icon in the top right of the chat header - OR Click "Edit Document" from the document preview - The interface will split into two panels: - Chat on the left - and Document editor on the right - You can now directly edit the document while maintaining the chat context. - Toggle back to chat-only mode by closing the document ![image](sanity:image-587ce5cce28f281c8a9080935ca8b44fcc74cf07-1262x470-png) # Managing Multiple Documents In a single chat thread, you can create and manage multiple documents: - Use the document switcher in the chat header to navigate between documents. - Ask the chat to create a new document with a new template - Each document maintains its own content while sharing the chat context. ## Document Versioning ChatPRD automatically tracks versions of your documents, allowing you to see how your document has evolved over time and switch between different versions. ### How Versioning Works Every time you or the AI makes significant changes to a document, a new version is created. Versions are created when: - The AI creates a new document - The AI edits or rewrites an existing document - You manually save a version using the save button ### Viewing Version History To view your document's version history: 1. Open a document in the editor 1. Look for the version selector in the document toolbar 1. Click to see a list of all versions with timestamps Each version shows: - Version number (v1, v2, v3, etc.) - How it was created (Created, Edited, or Rewritten) - Date and time of the version ### Switching Between Versions You can switch to any previous version of your document: 1. Click on the version selector 1. Select the version you want to view 1. The document will update to show that version's content Note: When you switch versions, your current changes are automatically saved before switching to prevent data loss. ### Working with Versions You can use versioning to: - Review how your document has evolved - Restore a previous version if needed - Compare different iterations of your PRD - Track AI-generated changes vs. manual edits Document versioning is available on all ChatPRD plans. # Atlassian Connector (Jira & Confluence) (/docs/atlassian-mcp-connector) Connect Atlassian to ChatPRD for access to Jira issues and Confluence pages in chat. # Atlassian Connector (Jira & Confluence) The Atlassian MCP connector lets ChatPRD access your Jira issues and Confluence pages directly in chat. Use it to keep product work aligned with your Atlassian workspace, search for documentation, and manage issues. ## Setup 1. Go to [Settings > Integrations](https://app.chatprd.ai/settings/integrations). 1. Scroll to "MCPs and Connectors" and click Atlassian. 1. Authorize ChatPRD to access your Atlassian account via OAuth. 1. Once connected, enable Atlassian in the Tool Selector (wrench icon) for any chat. ## What You Can Do With Jira: - Search for issues, epics, and projects. - Check sprint status and team workload. - Create or update Jira issues from product discussions or PRD breakdowns. - Look up issue details including status, assignee, and priority. With Confluence: - Search for pages, specs, runbooks, and other documentation. - Find existing content to reference when writing new documents. - Pull context from Confluence into your ChatPRD conversations. ## Example Prompts - "What's in the current Jira sprint for the backend team?" - "Create a Jira ticket for the API rate limiting feature." - "Find the Confluence page about our deployment process." - "Search Jira and Confluence for anything related to SSO." ## Requirements - A Pro, Team, or Enterprise plan. - An Atlassian account with access to the Jira projects and Confluence spaces you want to query. - Atlassian must be connected and toggled on in the Tool Selector for the current chat. ## External Domain Allowlisting If your Atlassian organization uses Rovo MCP server settings to control which external AI tools can connect, an admin may need to allowlist ChatPRD's domain before the integration will work. This is a security feature that lets Atlassian admins restrict which third-party AI tools and domains are permitted to access Jira, Confluence, and Compass via OAuth 2.1. To configure domain allowlisting: 1. Go to Atlassian Administration > Apps > AI settings > Rovo MCP server. 1. Click Add domain and add ChatPRD's domain to the allowlist. 1. Ensure that Allow Atlassian supported domains is enabled, or that ChatPRD's domain has been explicitly added. If your organization also uses IP allowlisting, requests from ChatPRD must originate from an allowed IP address. Both domain and IP allowlist conditions must be met for the connection to succeed. For full details on managing allowed domains, authentication settings, and IP allowlisting for MCP connections, see [Control Atlassian Rovo MCP server settings](https://support.atlassian.com/security-and-access-policies/docs/control-atlassian-rovo-mcp-server-settings/). # GitHub Connector (/docs/github-mcp-connector) Connect GitHub to ChatPRD for access to repos, issues, and pull requests in chat. # GitHub Connector The GitHub MCP connector lets ChatPRD access your GitHub repositories, issues, and pull requests directly in chat. Use it to reference engineering work, create issues from product discussions, or check what shipped recently. ## Setup 1. Go to [Settings > Integrations](https://app.chatprd.ai/settings/integrations). 1. Scroll to "MCPs and Connectors" and click GitHub. 1. Authorize ChatPRD to access your GitHub account via OAuth. 1. Once connected, enable GitHub in the Tool Selector (wrench icon) for any chat. ## What You Can Do - Search for repositories, issues, and pull requests across your GitHub account. - Ask about the status of specific issues or PRs by name or number. - Create new GitHub issues from product discussions or PRD action items. - Review what the team has shipped recently by checking merged PRs. - Look up code or technical context to inform product decisions. ## Example Prompts - "What open issues are there in the payments repo?" - "Create a GitHub issue for the onboarding redesign in frontend-app." - "What PRs were merged this week in our main repo?" - "Show me the details of issue #423." ## Requirements - A Pro, Team, or Enterprise plan. - A GitHub account with access to the repositories you want to query. - GitHub must be connected and toggled on in the Tool Selector for the current chat. # Granola Connector (/docs/granola-mcp-connector) Connect Granola to ChatPRD for access to meeting notes and transcripts in chat. # Granola Connector The Granola MCP connector lets ChatPRD search your meeting notes and transcripts from Granola directly in chat. Use it to reference decisions, action items, and discussions from recent meetings while writing documents or planning. ## Setup 1. Go to [Settings > Integrations](https://app.chatprd.ai/settings/integrations). 1. Scroll to "MCPs and Connectors" and click Granola. 1. Authorize ChatPRD to access your Granola account via OAuth. 1. Once connected, enable Granola in the Tool Selector (wrench icon) for any chat. ## What You Can Do - Search meeting notes and transcripts from Granola. - Find action items and decisions from recent meetings. - Reference specific meetings when drafting PRDs or other documents. - Ask about what was discussed in a particular meeting or with a specific person. ## Example Prompts - "What did we decide about the pricing model in yesterday's meeting?" - "What were the action items from the sprint planning call?" - "Search my meetings for any discussion about the mobile app redesign." - "What happened in my meetings this week?" ## Requirements - A Pro, Team, or Enterprise plan. - A Granola account with recorded meeting notes. - Granola must be connected and toggled on in the Tool Selector for the current chat. # Linear Connector (/docs/linear-mcp-connector) Connect Linear to ChatPRD for access to issues, projects, and sprints in chat. # Linear Connector The Linear MCP connector lets ChatPRD access your Linear issues, projects, and sprints directly in chat. Use it to check team workload, create tickets from product discussions, or get context on what engineering is building. ## Setup 1. Go to [Settings > Integrations](https://app.chatprd.ai/settings/integrations). 1. Scroll to "MCPs and Connectors" and click Linear. 1. Authorize ChatPRD to access your Linear workspace via OAuth. 1. Once connected, enable Linear in the Tool Selector (wrench icon) for any chat. ## What You Can Do - Browse issues, projects, and sprints across your Linear workspace. - Check the status of specific features or bugs. - Create new Linear issues from product discussions, PRD action items, or meeting follow-ups. - Review what the team is working on in the current sprint or cycle. ## Example Prompts - "What's in the current sprint for the platform team?" - "Create a Linear issue for the checkout flow redesign." - "What's the status of the payments migration?" - "Show me all high-priority bugs assigned to the mobile team." ## Requirements - A Pro, Team, or Enterprise plan. - A Linear workspace with the projects and issues you want to query. - Linear must be connected and toggled on in the Tool Selector for the current chat. # MCP Connectors Overview (/docs/mcp-connectors) Connect your favorite tools directly to ChatPRD chat using MCP integrations. # MCP Connectors Overview ChatPRD supports Model Context Protocol (MCP) connectors that let you pull real-time data from your everyday tools directly into chat. When an MCP connector is active, ChatPRD can read from and interact with the connected service on your behalf while you work. ## What are MCP Connectors? MCP (Model Context Protocol) is an open standard that lets AI assistants securely connect to external data sources. ChatPRD uses MCP to integrate with tools like GitHub, Notion, Linear, Atlassian, and Granola so you can reference live data from those services without leaving your conversation. Unlike traditional export integrations (which push documents out), MCP connectors bring context in. When you ask ChatPRD a question, it can automatically search your connected tools for relevant issues, pages, meeting notes, and more. ## Available Connectors - GitHub — Access repositories, issues, and pull requests. Great for referencing engineering work while writing PRDs. - Notion — Search pages, databases, and wikis. Pull existing specs and notes into your conversation. - Linear — Browse issues, projects, and sprints. Check what the team is working on and create tickets from chat. - Atlassian (Jira & Confluence) — Search Jira issues and Confluence pages. Keep product work aligned with your Atlassian workspace. - Granola — Search meeting notes and transcripts. Reference decisions and action items from recent meetings. ## Requirements - A Pro, Team, or Enterprise plan is required to use MCP connectors. - Each connector must be individually authorized via OAuth from the Integrations settings page. - Connectors are enabled per-chat using the Tool Selector (the wrench icon next to the chat input). ## How to Connect 1. Go to [Settings > Integrations](https://app.chatprd.ai/settings/integrations) in ChatPRD. 1. Scroll to the "MCPs and Connectors" section. 1. Click the connector you want to set up (e.g., GitHub, Notion). 1. Authorize ChatPRD to access your account via the OAuth flow. 1. Once connected, the integration will appear as available in the Tool Selector. ## How to Use Connectors in Chat Once connected, you control which tools are active for each conversation using the Tool Selector. 1. Open a new chat or continue an existing thread. 1. Click the wrench icon in the chat input area to open the Tool Selector. 1. Toggle on the connectors you want to use in this conversation. 1. Start chatting — ChatPRD will automatically search your connected tools when relevant. You can also explicitly ask ChatPRD to use a specific tool, such as "search my Linear issues for the payments epic" or "find the onboarding PRD in Notion." ## Privacy and Security - All connections use OAuth 2.0 with PKCE for secure authorization. - ChatPRD only accesses data when you actively use a connector in a chat session. - You can disconnect any integration at any time from the Integrations settings page. - Rate limits are enforced per user to ensure fair usage and protect your connected accounts. # Notion Connector (/docs/notion-mcp-connector) Connect Notion to ChatPRD for access to pages, databases, and docs in chat. # Notion Connector The Notion MCP connector lets ChatPRD search and read pages, databases, and wikis in your Notion workspace. Use it to pull existing specs, notes, and roadmaps into your conversation. ## Setup 1. Go to [Settings > Integrations](https://app.chatprd.ai/settings/integrations). 1. Scroll to "MCPs and Connectors" and click Notion. 1. Authorize ChatPRD to access your Notion workspace via OAuth. 1. Once connected, enable Notion in the Tool Selector (wrench icon) for any chat. ## What You Can Do - Search your Notion workspace for pages, databases, and wikis. - Find existing product docs, specs, or notes without leaving chat. - Query Notion databases such as roadmap trackers, sprint tables, or feature backlogs. - Reference Notion pages when drafting or improving documents in ChatPRD. ## Example Prompts - "Find the Q1 roadmap in Notion." - "What does our Notion wiki say about the authentication flow?" - "Search Notion for the onboarding PRD we wrote last month." - "Check Notion for any pages about our pricing strategy." ## Requirements - A Pro, Team, or Enterprise plan. - A Notion workspace with the pages you want to query. - Notion must be connected and toggled on in the Tool Selector for the current chat. # Tool Selector (/docs/tool-selector) Choose which integrations and MCP connectors are active in each chat session. # Tool Selector The Tool Selector lets you control exactly which integrations ChatPRD can use during a conversation. You can toggle tools on or off for each chat, so ChatPRD only accesses the data sources you want. ## Where to Find It The Tool Selector is the wrench icon located in the chat input toolbar. It appears next to the message box whenever you start a new chat or continue an existing thread. When one or more tools are active, a small badge shows the count of enabled tools next to the wrench icon. ## How It Works 1. Click the wrench icon to open the Tool Selector popover. 1. You will see a list of all available connectors and integrations. 1. Toggle the switch next to each tool to enable or disable it for this conversation. 1. Close the popover and start chatting. ChatPRD will use the enabled tools to find relevant context. ## Available Tools The Tool Selector can include the following tools, depending on which integrations you have connected: - v0 — Create and edit UI prototypes directly from chat. - Google Drive — Search your Drive files for context. Requires Google Drive to be connected. - Granola — Search meeting notes and transcripts from Granola. - GitHub — Access repos, issues, and pull requests from GitHub. - Notion — Search pages, databases, and docs in your Notion workspace. - Linear — Browse issues, projects, and team workload in Linear. - Atlassian — Search Jira issues and Confluence pages. ## Tool Status Each tool in the selector shows its connection status: - Connected — The tool is linked and ready to use. Toggle the switch to enable it. - Not connected — You have not yet authorized this integration. Visit Settings > Integrations to connect it. Tools that are not connected cannot be toggled on. You will see a "Not connected" label next to them. ## Managing Integrations To connect or disconnect integrations, click Manage integrations at the bottom of the Tool Selector, or go to [Settings > Integrations](https://app.chatprd.ai/settings/integrations) directly. ## Tips - Enable only the tools you need for each conversation to keep responses focused and fast. - You can change which tools are active at any point during a conversation. - ChatPRD will proactively search enabled tools when your question relates to data those tools can provide. - You can also ask ChatPRD to use a specific tool by name, e.g., "check Linear for the sprint status." # Writing Your First PRD (/docs/writing-your-first-prd) A step-by-step guide to creating your first product requirements document in ChatPRD, covering chat, writing mode, templates, and the document editor. ChatPRD helps you write clear, structured PRDs fast using AI. This guide walks you through creating your first document from scratch — from setting up your chat to polishing the final doc. ## Step 1: Start a new chat From the dashboard, click New Chat in the sidebar. You will see a blank chat input ready to go. Tip: If you have an existing project, you can associate the chat with it using the project dropdown near the top of the chat. This gives ChatPRD context about your product. ## Step 2: Turn on Writing Mode and pick a template Writing Mode tells ChatPRD you want to produce a document, not just chat. To enable it: 1. Click the writing settings icon at the bottom of the chat input (it looks like a document/pencil). 1. Toggle Writing Mode ON. 1. Select a template from the dropdown — PRD is a great starting point. You can also choose No Template if you want a freeform structure. ## Step 3: Describe what you are building In the chat, describe your feature or product in plain language. You do not need to have everything figured out — a rough brief is enough to get started. For example: "I'm building a mobile app that helps freelancers track invoices and follow up on late payments. The main users are solo consultants. Write a PRD for the core invoicing feature." ChatPRD will ask clarifying questions if needed, then generate a full document draft. ## Step 4: Review and open the document editor Once ChatPRD finishes generating, a document preview appears on the right. To open the full editor: 1. Click the document icon in the top-right of the chat header, or click Edit Document in the preview. 1. The interface splits into two panels: chat on the left, document editor on the right. 1. You can edit the document directly, or continue chatting to ask ChatPRD to refine specific sections. ## Step 5: Iterate with the chat The chat and document work together. You can ask ChatPRD to make targeted edits or do a full rewrite: - "Edit this document" — makes specific, targeted changes and shows a before/after diff so you can accept or reject. - "Rewrite this document" — generates a major overhaul of the full document. You can also ask ChatPRD to improve specific sections: "Make the success metrics section more specific" or "Add edge cases to the user stories." ## Step 6: Export or share When your PRD is ready, you can: - Export to Google Drive or Notion from the document panel. - Copy the document content directly from the editor. - Share a link with teammates (Pro and Teams plans). ## Tips for better PRDs - Set up your profile first — the more ChatPRD knows about your company, role, and product context, the better your first draft will be. Go to Settings → Profile to add this. - Use a Project to store context. If you have background docs (briefs, research, specs), upload them to a Project and start your chat there. ChatPRD will reference them automatically. - Do not aim for perfect on the first pass. Start with a rough brief, get a draft, then iterate. ChatPRD works best as a thinking partner, not just a text generator. # Gamma Integration (/docs/gamma-integration) Create polished presentations from your ChatPRD documents using the Gamma AI presentation tool. ## Overview Gamma is an AI-powered presentation tool that creates polished slides from text. The "Open in Gamma" connector generates a full presentation directly from your PRD content using the Gamma API. ## How it works 1. Open any document in ChatPRD. 1. Click the "Open in" dropdown button in the document toolbar. 1. Select "Gamma" from the menu. 1. ChatPRD compresses your document and sends it (along with your full document content and author profile) to the Gamma API. 1. Gamma generates a presentation and returns a link. Click "Open" to view your presentation. ## What gets sent - A compressed prompt with the core message of your document. - The full document content for additional context. - Your author profile (name, role, company) for professional branding on slides. ## Setup The Gamma connector requires an API key. Go to Settings > Integrations > Gamma to connect your account: 1. Get your API key from the Gamma developer settings. 1. Enter your API token in the ChatPRD Gamma integration settings. 1. "Gamma" will then appear in the "Open in" dropdown on your documents. ## Requirements - A ChatPRD Pro plan. - A [Gamma](https://gamma.app) account with API access. - Gamma API key configured in Settings > Integrations > Gamma. ## Tips - Structure your PRD with clear sections and headings — Gamma will map these to slides. - Fill out your ChatPRD profile (name, role, company) for professional author attribution on slides. - Unlike other connectors, Gamma generates the presentation server-side — you will see a progress indicator while it creates your slides. # Bolt Integration (/docs/bolt-integration) Send your ChatPRD documents to Bolt.new to rapidly scaffold full web applications from your PRD. ## Overview Bolt is an AI-powered tool that rapidly scaffolds full-stack web applications from a prompt. The "Open in Bolt" connector sends your document content to Bolt.new, where it is used to generate a working web app based on your PRD. ## How it works 1. Open any document in ChatPRD. 1. Click the "Open in" dropdown button in the document toolbar. 1. Select "Bolt" from the menu. 1. ChatPRD compresses your document into an optimized prompt focused on app goals, features, and routes. 1. Bolt.new opens in a new tab with your prompt pre-loaded, ready to scaffold your app. ## What gets sent - A compressed prompt emphasizing concrete app goals, key features, core pages/routes, and required integrations. ## Requirements - A ChatPRD account (available on all plans). - A [Bolt.new](https://bolt.new) account. ## Tips - Include clear feature lists and route structures in your PRD for best scaffolding results. - Specify technology preferences (e.g. React, Vue, Svelte) in your document for more targeted output. - You can edit the compressed prompt before sending it to Bolt for fine-tuning. # Replit Integration (/docs/replit-integration) Send ChatPRD-generated content directly to Replit for development and testing The Open in Replit integration allows you to send your ChatPRD-generated content directly to Replit for immediate development and testing. This seamless workflow helps you transform product requirements into working code prototypes. ## What is Replit? Replit is a collaborative browser-based IDE that allows you to write, run, and deploy code instantly. With the ChatPRD integration, you can generate code from requirements and specifications, create working prototypes from PRDs, test and run code without leaving your workflow, and share interactive code examples with your team. ## How to Use Open in Replit ![Open in dropdown menu showing Replit and other integration options](sanity:image-e5adc79f46deb53f9f646dc37e857a76dc47bb68-630x654-jpg) ### Accessing the Feature 1. In any ChatPRD conversation, generate content that includes code or technical specifications. 1. Look for the Open in dropdown button in the interface. 1. Click the dropdown and select Replit from the list of available platforms. ### What Happens When You Click When you select Replit, ChatPRD will compress your content using AI to optimize it for Replit's requirements, generate a Replit URL with your content embedded, and open Replit in a new tab with your content ready to use. ## Supported Content Types The Replit integration works best with code snippets and examples, technical specifications, API designs, component implementations, and scripts and utilities. ## Use Cases ### Prototyping from PRDs Transform your product requirements into working prototypes. Ask ChatPRD to generate code based on your PRD, then open it in Replit to run and test immediately. ### Code Examples for Documentation Create working code examples that stakeholders can run and explore. Perfect for technical documentation and API guides. ### Technical Spikes Validate technical approaches quickly by generating proof-of-concept code and testing it in Replit's environment. ## Tips for Best Results - Be specific: Provide clear requirements when asking ChatPRD to generate code - Include context: Share relevant technical constraints or preferences - Iterate: Use Replit to test, then return to ChatPRD to refine ## Requirements - Active ChatPRD account (Pro, Team, or Enterprise plan) - Replit account (free or paid) ## Troubleshooting If the Replit link doesn't open correctly, try refreshing the page and generating the content again. For large code files, consider breaking them into smaller components. If you encounter issues with specific programming languages, verify that Replit supports the language you're using.