How to use Chat for planning

How to talk with the AI assistant to plan, organize ideas, and create documents.

By the end of this guide, you will know how to talk with the AI assistant to plan, organize ideas, and create documents in Freshbase.

Accessing Chat

1. Click Chat in the left sidebar
2. Click New conversation to get started

Starting a conversation

On the Chat home screen, you will see suggestions to get started:

Suggestion	What it does
Explore the base	Requests a summary of the documents and topics in the Base
Organize ideas	Helps structure requirements and ideas
Create document	Generates a new specification document
Review tasks	Identifies pending decisions and tasks

Click a suggestion or type your own question in the message box.

What you can ask

The assistant specializes in planning and documentation. Here are examples by task:

Break down tasks

“Break the ‘payment system’ epic into smaller user stories” “What are the subtasks for implementing OAuth login?”

Refine requirements

“Are these requirements ambiguous? [paste your requirements]” “Help me define acceptance criteria for the search feature”

Create documents

“Create a specification for the notifications feature” “Write an ADR about the decision to use PostgreSQL vs MongoDB”

Explore the Base

“What does this base contain? Give me a summary.” “What decisions were made in the recent meetings?”

Organize ideas

“Help me organize the ideas from yesterday’s brainstorming session” “Create a priority list based on the existing documents”

Choosing the model

In Chat, you can choose between two response modes:

• Fast — quicker responses, ideal for simple and quick questions
• Pro — more thorough and detailed responses, ideal for complex tasks like creating specifications

Select the model at the top of the conversation screen.

When the assistant suggests changes

If the assistant proposes creating or editing a document, you will see the proposal before any changes are applied. Your options:

• Approve — accept the changes
• Request adjustments — “make the tone more formal” or “add a section about security”
• Cancel — discard the suggestion

No changes are saved without your approval.

Tips for better results

Be specific. “Create a login spec with OAuth2 for mobile app” works better than “help me with login”.

• Provide context. The assistant has access to the Base documents, but if you have extra information, share it in the conversation
• Iterate. Start with a first version and ask for refinements: “improve the non-functional requirements section”
• Use history. Each conversation keeps its context, so you can keep refining in the same chat

Common issues

The assistant can't find my documents

Make sure you are in the correct Base. The assistant only accesses documents from the active Base.

The response is too generic

Try being more specific in your question and mention the project context. Using Pro mode also helps.

Next step

How to review items in the Inbox