Chat and Generate PM Documents Using the PM Agent

We’ll look at how to start a chat and generate a document using the various tools available inside the PM Agent, like templates and files. 

How To Begin a New Chat?

1. Start the new chat from the dashboard by clicking on the Chats button. 
2. Click on Start New Chat

3. Here, select the existing suggestions or enter your requirements to get started

4. Attach any of the following items to give more context to the Chat Assistant:

– A file Attachment

– Ideas from your Idea Box 

– Features from the Treeview

5. Pick/Choose a Template to generate the document in a defined format. 

NOTE: A Starter pack allows for five chats at a time. You’ll need a paid Starter edition to avail of more benefits. A Chisel Enterprise subscription is required to link Ideas and Features when using the PM Agent.

6. Chisel’s PM Assistant is at work now. 

7. You can begin chatting and inputting more keyword-specific requirements to get you the right documents.

How to Generate a Document from Chat?

In order to generate a document from a chat, a PM/user needs to provide clear instructions with related data. If the user instructs the PM Agent to create a document without providing any data, it will ask for more information.

Instructions like “Generate a PRD for a weather application” do not contain context within themselves, so the PM Agent may ask for some detailed pointers. 

If you attach features and then instruct “Generate a PRD ” to the agent, it will generate a document for you.

Editing Documents 

To switch to the edit mode of the document created by the Chisel Assistant:

1. Go to the Documents on the dashboard

2. The Edit button brings you to the same screen as the Chats. Here, you can begin your ‘Ask Chisel AI’ journey again, make any changes to the font, attach any files, export, or link features

3. Finally, click on the Save button in the top right corner