> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetsquad.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Chat

> Query, create, and edit your product strategy with AI-powered chat

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/squad/tnkF1tixRcJ14jDY/images/chat-interface-light2x.jpg?fit=max&auto=format&n=tnkF1tixRcJ14jDY&q=85&s=28b1cb55e3e4f26b7bfa32c758b9bacb" alt="Squad Chat Interface" width="2880" height="1840" data-path="images/chat-interface-light2x.jpg" />

  <img className="hidden dark:block" src="https://mintcdn.com/squad/tnkF1tixRcJ14jDY/images/chat-interface-dark2x.jpg?fit=max&auto=format&n=tnkF1tixRcJ14jDY&q=85&s=5d004f9b4f2f92cb48ec4908ad0736de" alt="Squad Chat Interface" width="2880" height="1840" data-path="images/chat-interface-dark2x.jpg" />
</Frame>

## Overview

Squad Chat is your AI-powered strategy assistant that helps you explore, create, and refine your product strategy through natural conversation. Whether you're discovering opportunities, crafting solutions, or planning your roadmap, Chat understands your context and provides intelligent suggestions.

<Info>
  Chat has full context of your workspace including your mission, goals, opportunities, solutions, and tasks. Every suggestion is tailored to your specific product strategy.
</Info>

## Getting started

Access Squad Chat by clicking **"New Chat"** in the sidebar or from the Dashboard chat input. The chat interface includes:

* **Input field**: "Ask your squad, use @ to reference" — type your questions here
* **@ button**: Reference specific goals, opportunities, or knowledge items
* **Snowflake icon**: Access AI model settings
* **Settings icon**: Configure chat connectors and preferences

### Prompt suggestions

When you open a new chat, Squad provides categorized prompt suggestions to help you get started:

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/squad/aR9ruCKj4YfrKFie/images/chat-default-light.png?fit=max&auto=format&n=aR9ruCKj4YfrKFie&q=85&s=8669d9f81783e9211b7e8dc50394bec3" alt="Squad Chat with prompt suggestions" width="2892" height="1730" data-path="images/chat-default-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/squad/aR9ruCKj4YfrKFie/images/chat-default-dark.png?fit=max&auto=format&n=aR9ruCKj4YfrKFie&q=85&s=879ae39e73dc7083693e293c684b92c6" alt="Squad Chat with prompt suggestions" width="2892" height="1730" data-path="images/chat-default-dark.png" />
</Frame>

<Tabs>
  <Tab title="Learn">
    * "Squad 101: The basics and core features to get you up and running"
    * "Using Squad within existing workflows and tools with MCP"
  </Tab>

  <Tab title="Discovery">
    * "What is the most impactful opportunity?"
    * "What is the most impactful piece of feedback?"
    * "What is the most actionable piece of feedback?"
    * "What opportunities require the least amount of effort?"
    * "What feedback is the most relevant to my goals?"
  </Tab>

  <Tab title="Strategy">
    * "How can I improve my strategy?"
    * "How can I improve my mission statement?"
    * "How can I best achieve my goals?"
    * "What goals would you recommend?"
    * "What are the risks with this strategy?"
  </Tab>

  <Tab title="Roadmap">
    * "What should I solve next?"
    * "What are the quick wins?"
    * "What are the risks with this roadmap?"
    * "How can I share my roadmap?"
  </Tab>
</Tabs>

### Using chat for discovery

Uncover opportunities and analyze user feedback to identify what to build next.

<Tabs>
  <Tab title="Common prompts">
    * **"What is the most impactful opportunity?"**\
      Analyzes all opportunities by potential impact on your goals
    * **"What is the most impactful piece of feedback?"**\
      Surfaces critical user feedback from connected data sources
    * **"What is the most actionable piece of feedback?"**\
      Identifies feedback you can act on immediately
    * **"What opportunities require the least amount of effort?"**\
      Finds quick wins that can deliver value fast
    * **"What feedback is most relevant to my goals?"**\
      Filters feedback that directly impacts your current objectives
  </Tab>

  <Tab title="Examples">
    <CodeGroup>
      ```text GrubGrab Example theme={null}
      User: "What are users saying about our delivery speed?"

      Squad: Based on your customer insights:
      1. Users are praising GrubGrabs delivery speed
      2. Users have reported inaccurate delivery estimates from resturants in the Slough region.
      3. Users on the free tier have raised concerns about being deprioritised.
      ```

      ```text Generic Example theme={null}
      User: "What is the most impactful piece of feedback?

      Squad: Based on your goals and current performance:
      "GrubGrab onboarding is difficult and hard to complete. I can't add payment details."
      This insight appears in 5 opportunities and has been mentioned 32 times.
      ```
    </CodeGroup>
  </Tab>
</Tabs>

### Using chat for strategy

Get AI-powered guidance on improving your product strategy and achieving your goals.

<Tabs>
  <Tab title="Common prompts">
    * **"How can I improve my strategy?"**\
      Reviews your current OST and suggests optimizations
    * **"How can I improve my mission statement?"**\
      Refines your mission to be clearer and more impactful
    * **"How can I best achieve my goals?"**\
      Recommends specific solutions and prioritization
    * **"What goals would you recommend?"**\
      Suggests measurable goals based on your mission and market
    * **"What are the risks with this strategy?"**\
      Identifies potential pitfalls and mitigation strategies
  </Tab>

  <Tab title="Examples">
    <CodeGroup>
      ```text GrubGrab Example theme={null}
      User: "How can I best achieve my goal of reducing delivery time by 13 minutes?"

      Squad: Based on your data, I recommend focusing on:
      1. Route optimization (potential 8-minute reduction)
      2. Restaurant prep time notifications (3-minute reduction)  
      3. Driver batching improvements (2-minute reduction)

      Route optimization has the highest impact and aligns with 
      customer feedback about slow deliveries in downtown areas.
      ```

      ```text Generic Example theme={null}
      User: "What goals would you recommend?"

      Squad: Based on your mission and current performance:
      1. Increase user retention from 45% to 65% (high impact on LTV)
      2. Reduce time-to-value from 7 days to 2 days
      3. Improve NPS from 32 to 50

      I recommend starting with retention as it directly impacts
      revenue and creates compounding growth.
      ```
    </CodeGroup>
  </Tab>
</Tabs>

### Using chat for roadmapping

Plan and optimize your product roadmap with intelligent prioritization.

<Tabs>
  <Tab title="Common prompts">
    * **"What should I solve next?"**\
      Recommends the highest-impact opportunity to tackle
    * **"What are the quick wins?"**\
      Identifies low-effort, high-impact solutions
    * **"What are the risks with this roadmap?"**\
      Analyzes dependencies and resource constraints
    * **"How can I share my roadmap?"**\
      Generates shareable views and export options
  </Tab>

  <Tab title="How Squad prioritizes">
    Squad uses multiple factors to recommend what to build next:

    * **Impact on goals**: How much will this move your metrics?
    * **User feedback volume**: How many users are asking for this?
    * **Implementation effort**: Engineering complexity and time
    * **Strategic alignment**: Fit with your mission and vision
    * **Dependencies**: What needs to be built first?
  </Tab>
</Tabs>

## More advanced features

### Context-aware responses

Squad Chat understands your entire product context:

<Steps>
  <Step title="Workspace knowledge">
    Chat knows your mission, goals, and current strategy
  </Step>

  <Step title="Historical data">
    References past decisions and their outcomes
  </Step>

  <Step title="External data">
    Incorporates feedback from connected tools (analytics, support tickets, etc.)
  </Step>

  <Step title="Team context">
    Understands team capacity and ongoing work
  </Step>
</Steps>

### Managing knowledge

Control what information Squad uses to answer your questions through the [Knowledge](/features/knowledge) panel:

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/squad/tnkF1tixRcJ14jDY/images/chat-knowledge-light2x.jpg?fit=max&auto=format&n=tnkF1tixRcJ14jDY&q=85&s=b47aa4d7d5dd3126fb5db2779da09e93" alt="Squad Knowledge" width="2880" height="1840" data-path="images/chat-knowledge-light2x.jpg" />

  <img className="hidden dark:block" src="https://mintcdn.com/squad/tnkF1tixRcJ14jDY/images/chat-knowledge-dark2x.jpg?fit=max&auto=format&n=tnkF1tixRcJ14jDY&q=85&s=90f262e17d58af2254a20974675a0738" alt="Squad Knowledge" width="2880" height="1840" data-path="images/chat-knowledge-dark2x.jpg" />
</Frame>

From the Knowledge panel, you can:

* Add business context such as a pitch deck or website
* Include/exclude specific data sources
* Prioritize certain types of feedback
* Add custom context or constraints

### Creating from chat

Squad Chat can create strategy elements directly from conversation:

<CodeGroup>
  ```text Create an Opportunity theme={null}
  User: "Users are complaining about not being able to track their delivery in real-time"

  Squad: I'll create an opportunity for this. Here's what I found:
  - 127 support tickets mention delivery tracking
  - Average CSAT drops 20 points when tracking fails
  - Competitors offer live GPS tracking

  Created: "Real-time delivery tracking" opportunity under your 
  "Reduce delivery anxiety" goal.

  [Create Opportunity] [View Details]
  ```

  ```text Generate Solutions theme={null}
  User: "Generate solutions for the delivery tracking opportunity"

  Squad: Here are 3 solutions I've generated:

  1. **Live GPS Tracking** (High impact, Medium effort)
     - Show real-time driver location on map
     - Push notifications for key milestones
     - Estimated impact: +15 NPS, -30% support tickets

  2. **SMS Updates** (Medium impact, Low effort)
     - Text updates at each delivery stage
     - No app required
     - Estimated impact: +8 NPS, -15% support tickets

  3. **Driver Direct Chat** (Medium impact, High effort)
     - In-app messaging with delivery driver
     - Resolve issues without support
     - Estimated impact: +10 NPS, -25% support tickets

  [Create All] [Select Solutions]
  ```
</CodeGroup>

## Best practices

<CardGroup cols={2}>
  <Card title="Be specific" icon="bullseye">
    Instead of "improve the app", ask "what's causing checkout abandonment?"
  </Card>

  <Card title="Use context" icon="layer-group">
    Reference your goals and opportunities for more relevant suggestions
  </Card>

  <Card title="Iterate quickly" icon="arrows-rotate">
    Use follow-up questions to refine Squad's recommendations
  </Card>

  <Card title="Think outcomes" icon="chart-line">
    Frame questions around metrics and user value, not just features
  </Card>
</CardGroup>

## Example conversations

<Accordion title="Discovery conversation">
  ```text theme={null}
  User: What's our biggest opportunity based on user feedback?

  Squad: Based on analyzing 2,847 pieces of feedback from the last 30 days, 
  the biggest opportunity is "Faster checkout process":

  - 34% of feedback mentions checkout friction
  - Average abandonment rate: 67% at payment step  
  - Users report 6 clicks needed to complete order
  - Estimated revenue impact: $2.3M annually if fixed

  This aligns with your goal to "increase order completion by 15%".

  User: What specifically about checkout is problematic?

  Squad: Breaking down the checkout feedback:

  1. **Payment method selection** (45% of complaints)
     - No saved payment options
     - Apple Pay not available
     - Must re-enter card each time

  2. **Promo code issues** (28% of complaints)
     - Codes don't auto-apply
     - Can't stack restaurant + platform promos
     - Expired codes still shown

  3. **Address confusion** (27% of complaints)
     - Delivery address resets
     - Can't save multiple addresses
     - GPS location not used

  Would you like me to create opportunities for each of these?
  ```
</Accordion>

<Accordion title="Strategy conversation">
  ```text theme={null}
  User: How can I improve my strategy for faster delivery?

  Squad: Your current strategy has good bones, but here's how to strengthen it:

  1. **Add intermediate milestones**
     Current: "Reduce delivery time by 13 minutes"
     Better: Week 2: -3 min, Week 4: -7 min, Week 8: -13 min

  2. **Address the root causes**
     Your data shows 60% of delays happen at restaurant prep.
     Consider adding "Restaurant readiness" as a key opportunity.

  3. **Leverage quick wins**
     - Driver routing optimization: -3 min (1 week effort)
     - Prep time predictions: -2 min (2 week effort)
     These build momentum before tackling bigger changes.

  4. **Set up feedback loops**
     Add "delivery time per zone" tracking to catch issues early
     and iterate on solutions.

  Want me to update your strategy with these improvements?
  ```
</Accordion>

## Tips and tricks

<Tip>
  **Power user shortcuts:**

  * Press `/` in chat to see all available commands
  * Type `@` to reference specific goals or opportunities
</Tip>

<Warning>
  Chat suggestions are based on your available data. Connect more tools in Workspace → Integrations for better insights.
</Warning>

## Other features

<CardGroup cols={3}>
  <Card title="Insights" icon="bolt" href="/features/insights">
    Dive deeper into analytics and user feedback
  </Card>

  <Card title="Strategy Map" icon="sitemap" href="/features/strategy">
    Visualize your complete Opportunity-Solution Tree
  </Card>

  <Card title="Roadmap" icon="road" href="/features/roadmap">
    Turn chat suggestions into your product roadmap
  </Card>
</CardGroup>
