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ChatPRD Quick Start Guide
ChatPRD Quick Start Guide

Not sure how to get started with ChatPRD? Check out this guide that will walk you through all the key pieces of functionality.

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Written by Claire Vo
Updated over 2 weeks ago

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’s a draft of the support article based on the transcript:

Getting Started with ChatPRD: A Quick Start Guide

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:

  • Go to your Profile settings.

  • Fill out basic information, including your company, role, and goals.

  • 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.

  • Share 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:

  • Google Drive: Import documents for reference or export completed documents seamlessly.

  • Notion: Connect your Notion workspace to export documents directly.

  • Slackbot (Beta): Pro users with a paid Slack plan can interact with ChatPRD directly in Slack. More updates to come!

4. Create and Edit Documents

ChatPRD excels at helping you create and refine product documents. Here's how:

  1. Start a New Document:

    • Select a template.

    • Provide project details, and ChatPRD will generate a draft.

  2. Edit in Real-Time:

    • 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.

  3. Switch Between Documents:

    • Use the document icon to navigate between drafts and templates.

5. Collaborate and Share

ChatPRD makes collaboration easy:

  • Share documents with specific team members or create public links.

  • Switch between chats and documents in the navigation menu.

6. Discover ChatPRD Projects (Pro and Enterprise Plans)

Projects provide focused assistance for specific tasks or areas:

  • Create a custom assistant with a name and description.

  • Upload relevant files for context (e.g., PDFs, presentations).

  • Start new chats with your assistant to streamline your workflow.

Additional Tips

  • Accounts: Individual users will typically have personal accounts, while teams should use organization accounts under a Teams plan.

  • Feedback: We love hearing from you! Share your feedback in our 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.

Happy documenting!


​– The ChatPRD Team

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