đ Welcome to the ChatPM Beta Experience
Youâve been invited to test-drive ChatPMâyour AI-powered workspace for smarter project management. In this beta, youâll see how it learns from your files to support real-world decisions, reporting, and delivery.

Thank you for joining the ChatPM beta!
ChatPM is an AI-powered workspace designed for project managers by project managers. In this guided beta, youâll experience the platformâs power firsthand as you step into the role of a PM leading a cutting-edge initiative in healthcare tech.

Dual Mode
Our dual-mode system supports you in every phase of your career:
-
Training Mode: for certification prep and professional development
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Practitioner Mode: for daily execution, reporting, and delivery
You toggle between modes as your journey evolves..
đ Why This Matters
By testing ChatPM in a controlled scenario with simulated project files, youâll experience firsthand how AI can transform your day-to-day work as a project manager.
- â Eliminate admin overhead
- ⥠Speed up document creation
- đ Surface insights from buried information
- đ§ Support your way of workingânot someone elseâs system
đ§Ș The Scenario: Project Alpha (Optional Starter Files)
Welcome aboard. Youâre stepping into the role of a project manager on a high-profile initiative called Project Alphaâa mission to design a state-of-the-art user interface for the CEO of a major hospital, Dr. Lisa Hammond.
To help you get started, weâve provided a complete set of dummy project filesâincluding a project charter, budget, stakeholder brief, schedule, and more. These simulate the kinds of assets youâd encounter midstream in a real-world project.
đ„ Step 1: Download the Project Alpha Files
Start by downloading these sample files to your computer. Youâll use them later in the setup phase to test ChatPMâs AI capabilities in a realistic but fictional project environment. {{DOWNLOAD FILES}}
But hereâs the best part:
If you already have real project files of your ownâdocuments from past or current initiativesâyouâre encouraged to use those instead. ChatPM performs best when itâs working with your actual materials, helping you analyze, manage, and make decisions more effectively.
Whether you use Project Alpha or your own work, the goal is the same:
To show how ChatPM becomes your second brain for project management.
đ Step 2: Scroll down to register for ChatPM
After your data is prepared configure your workspace, upload your selected files, and begin experiencing how your personal AI assistant learns, adapts, and supports your every move. Watch the video below.
đ„ ChatPM Setup Walkthrough
Before you dive in, watch this short walkthrough. In just a few minutes, youâll be ready to start using ChatPMâwhether youâre working with the Project Alpha files or uploading your own.
What Youâll Learn:
- How to create your free account â Choose your industry, role, and AI use case
- How to upload your files â Work with Project Alpha documents or your own data
- How to run your first smart query â Ask things like âSummarize this projectâ or âWhat are my top 3 risks?â
- How to adjust ChatPM settings â Customize the GPT model and data priorities
- How ChatPM uses 3 data layers:
- đ Foundational PM Knowledge
- đ Your Uploaded Files
- đ One-Off File Attachments
Bonus Use Cases:
Watch how ChatPM supports real-world project management and PMP exam prepâfrom stakeholder summaries to practice questions.
This is your fastest path to understanding how ChatPM thinksâand how it gets smarter with every file you add.
đ§° Whatâs Included in the Beta
Feature | Description |
---|---|
đ PM Core Layer | General AI-trained PM knowledge (ECO, Agile, Waterfall, etc.) |
đ Personal Data Upload | Upload and organize your own project files |
đ§ Smart Query Engine | AI reads across all documents to answer your questions |
đ Query-Level Attachment | Add single-use files to specific queries for extra context |
đŒ Walkthrough Video | Step-by-step setup for your first project |
đ Feedback Loop | Optional follow-up call to help improve ChatPM with your input |