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Learn how Charma became PI Perform, with documented meeting and feedback tools, AI features, trial limits and browser access explained.

charma

Updated October 29, 2026.

Charma is now part of PI Perform

Charma, formerly WorkPatterns, was acquired by The Predictive Index. The acquisition closed in October 2023 and was announced on December 5, 2023. Current official documentation and the provider’s Chrome extension listing identify the product as PI Perform. This listing keeps the historical Charma name while explaining the current product rather than treating Charma as a separate new service.

Name Charma — integrated into PI Perform
Overview PI Perform provides workspaces for one-to-one and team meetings, shared agendas, action items, feedback and employee recognition. Its documentation also describes goals, OKRs and 360 feedback, with access depending on the account and purchased features. These tools can organize management conversations; they do not guarantee better performance, employee well-being or workplace culture.
Key features & benefits
  • Collaborative meeting agendas, notes and assigned follow-up actions.
  • Private feedback and public recognition through Kudos.
  • Goal and OKR tracking and 360 feedback; current documentation identifies goals and 360s as paid add-ons.
  • Slack, Zoom and other workplace integrations documented by the provider.
  • Help articles and onboarding resources for configuring workflows.
Use cases and applications
  • Prepare a shared one-to-one agenda and review outstanding action items.
  • Collect feedback and discuss development priorities with an employee.
  • Coordinate a 360-feedback process where the account has the required access.
  • Review AI-suggested discussion topics rather than assuming every suggestion belongs in a meeting.
Who uses? Team leaders, managers, HR professionals and business owners, alongside participating team members.
Pricing The Perform FAQ describes a 14-day trial, not a permanent free Charma plan. A current standalone Perform tariff was not verified. The wider Predictive Index platform is sold through annual, company-size-based subscriptions; ask the provider to confirm Perform access, add-ons and the terms offered to your organization. Do not assume that a free assessment or an extension listing includes a full free software account.
Tags People management, team meetings, feedback, goals, performance management, PI Perform
App available? PI is browser-based; it is not limited to a browser extension. An official Chrome Web Store listing titled The Predictive Index explicitly identifies Charma’s rebrand to PI Perform. The documentation also describes a Zoom integration. A dedicated native Charma phone app was not verified.

What the documented AI features do

AgendaAI, described in Perform’s Slack-integration documentation, suggests meeting topics from selected Slack channels. Users can accept or dismiss those suggestions. This is more specific than a claim that AI automatically analyzes every employee’s performance or creates complete development plans.

The provider also documents an opt-in PI Meeting Notetaker for Zoom, Microsoft Teams and Google Meet. It produces meeting summaries and suggested action items. The documentation labels it a beta feature and says it does not record the meeting or capture visual input. Check the current account availability and review summaries for omissions or incorrect attribution; this review did not test the tool.

A practical management workflow

For a weekly one-to-one, add a project update, a question from the employee and any unresolved action items to a shared agenda. After the conversation, confirm the owner and due date of each agreed action. If AI suggests a topic or summary, compare it with the actual discussion before saving or sharing it. This is a suggested use, not a measured productivity result.

Employee feedback and meeting discussions can contain sensitive information. Confirm the intended audience, workspace permissions and your organization’s policies before connecting channels or enabling a notetaker. AI-generated suggestions should support, not replace, a manager’s review of context and evidence.

Sources and access limits

The original charma.com address returned an HTTP 451 “Unavailable For Legal Reasons” response to our research tool. We did not retry or bypass that restriction. That response alone does not establish a global shutdown; the acquisition and PI Perform identity are supported by the acquirer’s own announcements and documentation.

Sources checked October 28, 2026 (UTC): acquisition announcement, getting started, feature and add-on glossary, AgendaAI, Meeting Notetaker, Perform FAQ, current PI plans and official Chrome extension listing. No account, integration, extension or meeting workflow was tested.

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