Proman AI assistant: org-grounded help in Projectman

What is Proman?

Proman is the AI assistant built into Projectman. It answers from the organization data you can already access, drafts text into forms, and proposes related work across delivery and customer operations. It is not a public chatbot—it only runs inside your signed-in workspace.

Chat scoped to workspace, project, or page

• Ask about priorities, blockers, open tickets, contracts, invoices, and deal risk using live tools—not invented records.
• Context follows where you are: workspace overview, a project, or the entity page you have open.

AI drafts in create and edit forms

On many CRUD screens you can ask Proman to draft a title, description, acceptance criteria, repro steps, notes, or support reply. You review the text in the field before you save.

Approval before every write

When Proman proposes creating or updating records—such as feature → test cases, deal → activities, or ticket → task—you see a proposal card. Edit, deselect, confirm, or cancel. Nothing is persisted until you approve.

Plans and availability

• Proman (feature ai_assist) is included on Professional and Business plans.
• Daily chat and assist quotas apply per organization plan to keep usage predictable.

Next steps

1. Create or sign in to your Projectman organization.
2. Upgrade to Professional or Business if Proman is locked.
3. Open the Proman launcher in the app corner, or use AI draft on a create form.