Documentation

Specifications

AI-assisted project specifications

Create detailed project specifications with AI assistance.

Specification Assistant

The Specification Assistant helps you create comprehensive project specs through guided questions.

Starting a Specification

  1. Open a project or deal
  2. Go to Specification tab
  3. Click Start Specification
  4. Answer the guided questions

Guided Process

The assistant asks about:

  • Project type and goals
  • Target users/audience
  • Key features and requirements
  • Technical constraints
  • Timeline and budget

AI Generation

Based on your answers, the AI generates:

  • Executive summary
  • Detailed requirements
  • Technical specifications
  • Acceptance criteria

Editing Specifications

After generation:

  • Review the generated content
  • Edit sections as needed
  • Add custom sections
  • Export or share with stakeholders

Sharing Specifications

Share specifications with:

  • Team members (internal)
  • Clients (via secure link)
  • Export as PDF

Best Practices

  • Answer questions thoroughly for better AI output
  • Review and customize generated content
  • Update specifications as requirements evolve
  • Use specifications for client approval