Discover
Discover is the starting point for every product on the platform. It is an AI-powered chat interface where you have an open, exploratory conversation to frame a problem, identify a product opportunity, or challenge an existing idea.
What it is
Unlike the structured workflows that follow, Discover is deliberately unstructured. It is where you think out loud with the AI before committing to a formal definition.
Who can use it
Available to all authenticated users with an active subscription (both ORG Admins and ORG Members).
Navigate to Discover in the sidebar or go directly to /.
How it works
Chat Interface
Discover uses a streaming chat interface. Responses from the AI appear token by token in real time without waiting for the full response to generate. This makes the conversation feel immediate and allows you to read and react as the AI is still writing.
Every conversation is saved as a session. Sessions are listed in a sidebar panel within the chat interface and can be revisited at any time. Sessions are also searchable via the global site search (Cmd+K / Ctrl+K).
The chat operates with a system prompt focused on product and business thinking. The AI will steer conversations toward problem framing, user needs, and solution value. It is not a general-purpose assistant.
Discover Mode
When you start a new conversation linked to a product, it operates in Discover mode. In this mode:
- The conversation is associated with a Workflow Run record, which links your discovery conversation directly to the Define workflow.
- The AI uses what you discuss here as context when you later run the Define workflow.
- You can upload documents (see below) and those documents become part of that workflow run's knowledge base.
This connection means Discover is not just a scratchpad. The conversation is formally attached to a product and carries forward.
Document Upload (RAG)
You can upload reference documents directly into a chat session or a workflow run to give the AI specific context. This uses Retrieval-Augmented Generation (RAG):
- Upload a document (PDF, text, etc.) using the attachment control in the chat interface.
- The document is automatically split into chunks and each chunk is embedded as a vector using OpenAI's
text-embedding-3-largemodel. - When you send a message, the platform retrieves the most relevant chunks from the uploaded documents and injects them as context alongside your message.
- The AI's response is grounded in the content of your uploaded documents.
This is particularly useful when you have:
- An existing product brief or strategy document you want to explore
- Competitor research you want to analyse
- Technical constraints or requirements documents
- Customer interview notes or survey results
Agent Mode
Beyond standard chat, Discover includes an Agent mode that uses a tool-calling loop. In agent mode the AI can actively use tools to gather information before responding:
| Tool | What it does |
|---|---|
| Web fetch | Retrieves a live webpage, strips HTML, and reads the content. Useful for researching competitors or reading documentation. |
| Web search | Submits a search query and returns results. |
| Calculator | Evaluates arithmetic expressions. Useful for back-of-envelope market sizing or cost calculations. |
| Current time | Returns the current UTC time. |
The agent runs up to ten tool-use iterations per request and shows you its steps live as it works. All messages, including intermediate agent steps, are persisted to the session.
Use agent mode when you want the AI to actively research something on your behalf during the conversation rather than relying solely on your own input.
How to use it to solve your problem
Starting a new product idea
- Navigate to Discover in the sidebar.
- Start a new chat session.
- Describe your problem or idea in plain language. Do not worry about structure, say it the way you would explain it to a colleague.
- The AI will ask clarifying questions, challenge assumptions, and help you articulate the problem more precisely.
- Continue the conversation until you feel you have a clear enough frame to move forward.
Uploading reference material
- In an active chat session, use the document attachment control to upload your file.
- Once uploaded, ask the AI questions that reference the document: "Based on the attached brief, what are the core user pain points?" or "What are the gaps in this requirements document?"
- The AI will retrieve the relevant sections and answer from within the document's content.
Using Agent mode for research
- Switch to Agent mode using the mode toggle in the chat interface.
- Ask a question that requires live information: "Fetch the homepage of [competitor] and summarise their key product features" or "Search for recent trends in [market area]."
- Watch the AI execute its tool calls in real time and synthesise a response from the results.
How it fits the broader picture
Discover is the entry point into the platform's four-stage workflow. The conversations and documents you accumulate here are not discarded when you move forward. They are attached to a Workflow Run that feeds directly into the Define stage.
Think of Discover as the point where you gather raw material. Define is where you turn that raw material into a precise, formal product definition. The better your Discover conversations, the stronger your Define output will be.
When you feel confident you understand the problem and the shape of a solution, move to Define.