How to get there: The onboarding wizard appears automatically the first time you sign in to a new portal. Everything it touches is editable later under Settings.
This article covers the full first-time setup: the onboarding wizard (5 minutes), then the optional next steps once you're in the portal.
The wizard is a short, AI-assisted flow that takes your product URL, scrapes it for context, and uses what it finds to suggest your first board, your first post, and your branding.
You can skip any step. Everything is editable later in Settings.
The first screen asks for your product website (homepage URL).
https://yourproduct.com) and click Next step.Scraping usually takes 5-15 seconds. The flow continues even if scraping is still running. You'll see "AI suggestions ready" appear later.
Confirm or edit the one-sentence description of your product. Examples:
This text feeds AI features (vision, prioritization, suggestions) throughout the portal, so make it concrete.
Four cards:
Pick exactly one to start. You can add the others later from Boards → Add Board.
The wizard asks for one starter item that fits the board you picked. If AI prepared a suggestion based on your scraped homepage, click Use suggestion to drop it into the title and description, then edit before saving.
The description is optional. Click Create my board to continue.
A short progress screen runs through workspace creation, first post, finishing touches. Usually a few seconds.
One page that sets:
Click Continue to save, or Skip for now to leave defaults.
Invite teammates by email. Skip if you're flying solo, you can always invite later from Users → Invite Admins.
The final screen offers three quick links:
Pick whichever applies, or click Skip to land on your portal home.
Once you're in the portal, these are the common next steps.
The wizard sets the basics. For full control (logos, favicon, dark mode toggle, custom CSS), go to Settings → Branding. See Branding and Colors.
By default your portal lives at <workspace>.productlift.dev. For a professional look, point it at a custom domain like feedback.yourcompany.com. See Custom domain.
Review the boards the wizard created and customize statuses to match your workflow. See Managing boards and Statuses.
Embed the feedback widget so customers can submit ideas from inside your app. See Install widgets.
Bring in admins and members who'll moderate, triage, and respond. See User roles and permissions.
Connect Stripe (for customer MRR), your issue tracker (Jira, Linear, GitHub), and notification channels (Slack, Discord). See the Integrations & API section.
If you want AI auto-reply, auto-tag, moderation, or prioritization, enable them under Settings → AI. Define your Product Vision under the Product Vision sidebar item to give the AI context. See AI features overview.
| What the wizard set | Where to edit |
|---|---|
| Product description | Settings → General |
| Boards | Settings → Boards or the Boards sidebar item |
| Branding | Settings → Branding |
| Custom domain | Settings → Custom Domain |
| Users / team | Users in the sidebar |
| AI / Product Vision | Settings → AI and the Product Vision sidebar item |
The scrape is taking a long time. It runs as a background job and can take 5-15 seconds, occasionally longer. The wizard advances past it automatically. Suggestions appear later as a banner ("AI suggestion ready") on the relevant step.
I can't get past the URL step. If your site can't be reached (offline, login-walled, blocking the scraper), click I don't have a site yet to skip ahead and enter your description manually. Nothing breaks, you just don't get AI pre-fill.
The wizard didn't appear. Either you've already completed it, or the portal you logged into already has content. There's no "restart wizard" button, configure missing pieces directly in Settings. See Skip or redo onboarding.
The logo it picked isn't right. Upload your own at Settings → Branding (PNG/JPG/SVG recommended, WebP supported but may not render in some email clients).