Turn customer conversations into reviewed feature requests

Closed beta: Conversations is available only on selected portals. The workflow and interface may still change while we learn from beta customers. Contact support@productlift.dev if you want access.

How to get there: Click Inbox → Conversations in the sidebar. The item appears only when Conversations is enabled for your portal.

Conversations reads a sales call or other customer transcript, finds explicit feature requests, checks whether matching posts already exist, and prepares decisions for an admin. Nothing is added to your board until an admin approves it.

What ProductLift looks for

ProductLift keeps requests where a customer clearly asks for a capability they do not have. It intentionally leaves out:

  • Features the salesperson demonstrated or explained as already available.
  • Questions about how the current product works, unless the customer explicitly asks for a change.
  • General sales discussion, scheduling, pricing, pleasantries, and vague preferences.
  • Security or compliance mentions that do not contain an actionable feature request.
  • Calls that are mainly about another product.

ProductLift uses your configured Product Vision as context when deciding whether a call and its requests belong to your product. A Fireflies call classified as another product is kept under the Not this product filter so you can inspect or re-process it.

Add a conversation manually

  1. Open Conversations.
  2. Click Add conversation.
  3. Paste the full transcript or upload a PDF, CSV, or TXT export.
  4. Optionally add the customer name, email, source, and conversation title.
  5. Click Find the feedback.

If you leave the title empty, ProductLift generates a short title from the conversation. When the transcript contains a clear meeting date, ProductLift uses that date instead of the import date. You can edit the title, meeting date, customer name, and customer email later from the conversation's ... menu.

For automatic imports, see Connect Fireflies to Conversations.

Review the results

The Inbox is the default Conversations view. It contains conversations that are being processed, failed to process, or still need a decision. Use Done for completed reviews and Not this product for calls classified as another product.

Open a conversation to review each proposed request:

  • Matching post found: approve the request to add customer votes to the existing post.
  • No matching post: review the proposed title, description, board, status, tags, and priority before creating the post. The normal post editor is available when you need to change more fields.
  • Already available, not mentioned: ProductLift found that the requested capability already exists, but it was not explained during the call. This is shown for context and does not create another post.
  • Not a feature request: delete or skip the proposed request.

Use the checkboxes to approve several safe decisions together. Bulk approval uses the prepared post details without reopening the editor for every request.

Review customers and votes

For Fireflies calls, ProductLift lists the external attendees it can identify. All are selected by default. Before approving, you can decide exactly which people the feedback represents.

  • An existing portal user is recognized by email address.
  • A selected attendee who does not exist yet is created silently. ProductLift does not send them an invite or notification email.
  • ProductLift can link a new user to an existing company through the email domain.
  • Every selected person receives an individual vote.
  • Multiple voters linked to the same company still count as one company signal in company-level prioritization and revenue totals.

If no external attendee is recognized, click Add customer, add a name and email, save, and then select that customer for the review.

The admin who approves a new post is its default author, but does not automatically receive a vote. You can choose another author in the full post editor. Only the selected customers vote. Approving a match never changes the author of the existing post.

What appears on the post

The public post description is a neutral summary of the need. ProductLift does not copy the customer's transcript quote, name, email address, or company name into that description.

Admins can find the originating conversation in the post's Sources tab. When several conversations support the same post, each source appears separately. Customer votes remain visible through the normal voter information.

Notifications

For an automatic Fireflies import, ProductLift emails the admin who owned the call when feature requests are ready for review:

  1. ProductLift first matches the Fireflies organizer email to a portal admin.
  2. If that does not match, it tries the Fireflies host email.
  3. If neither is a portal admin, it uses the account owner or another portal admin.

The email is sent only when requests need review. A manually pasted conversation does not email the admin who is already reviewing it. Creating a post through Conversations also suppresses the usual "new post created" email noise for the reviewing admin.

AI credit usage

Every processed conversation uses at least one AI credit for extraction. A call classified as another product still uses that credit because ProductLift must read it before it can classify it. Calls with feature requests can use additional credits when ProductLift compares those requests with existing posts.

Re-processing a conversation runs the AI steps again and can therefore use more credits.

Duplicates

ProductLift always skips a Fireflies meeting ID that was already imported. It can also link a Fireflies import to a manually pasted copy when the meeting date, participants, and transcript strongly indicate that they are the same call.

This matching is deliberately conservative. Two separate calls with the same person or company should remain separate conversations.

Undo, re-process, and delete

Use the conversation's ... menu to:

  • Undo approved actions: remove posts and votes created by this conversation, without removing votes that existed before the review.
  • Re-process: discard the extracted requests and run the conversation through AI again.
  • Delete conversation: remove the conversation and unwind the posts or votes it created.

The transcript remains private to portal admins. Only approved post content and selected customer votes reach the product board.