Getting started

Learn how to set up ProductLift and get started quickly.
  • Invite team members

    How to get there: Click Users in the sidebar → click the Invite team button. Team members can manage all posts, users, and settings in your portal,...

  • Get started with AI features

    How to get there: Go to Settings in the sidebar → AI tab (under Integrations). Learn about all the AI-powered features in ProductLift that help you...

  • Image dimensions in markdown

    How to get there: Open any post, comment, or KB article that uses markdown. Add a width (and optional height) to a markdown image URL using the pipe...

  • Get started with AI features

    How to get there: Go to Settings in the sidebar → AI tab (under Integrations). Learn about all the AI-powered features in ProductLift that help you...

  • Embed videos in posts

    How to get there: Open any post for editing (or any markdown field such as a comment or KB article). Paste a supported video URL on its own line, or...

  • Custom alert blocks in markdown

    How to get there: Open any post, comment, or KB article that uses markdown. Wrap your callout text between ::type and :: on their own lines. Alert...

  • Configure multiple products

    How to get there: Go to Account in the sidebar to manage multiple portals/products. You may want to have multiple products all in a single portal....

  • Understand boards and workflow

    How to get there: Go to Settings in the sidebar → Boards (opens a separate page for managing boards and statuses). Learn how boards organize your...

  • Link to an external knowledge base

    How to get there: Go to Settings in the sidebar → AI Configuration tab → External Knowledge Base section. Learn how to add navigation boards that...

  • Launch a feature

    How to get there: Manage post statuses from All Posts in the sidebar. Add changelog entries by opening a post and tagging comments for changelog. The...

  • Install widgets

    How to get there: Click Widgets in the sidebar (under Share) → click a board card or pick another widget kind. ProductLift widgets let your users...

  • Invite customers

    How to get there: Click Users in the sidebar → click the Invite button. There are three ways to bring customers into your portal so they can vote,...

  • Create posts

    How to get there: Click All Posts in the sidebar, then click the New Post button. Users can also submit posts from the portal at /new or directly from...

  • Set up your portal for the first time

    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...

  • Get started quickly

    How to get there: Log in to your portal as an admin. The admin sidebar on the left gives you access to all features described below. Get up and...

  • Import posts

    How to get there: Go to Settings in the sidebar → Import tab (under Organization). Do you already have a list of feedback items, roadmap items, or...

  • Understand how posts work in ProductLift

    How to get there: Posts are managed from All Posts in the sidebar. Statuses and boards are configured in Settings → Boards (separate page)....

  • Navigate ProductLift

    This reference maps every major screen and setting in ProductLift to its exact menu path. Use it when writing documentation to provide accurate "How...

  • Set up a custom domain

    How to get there: Go to Settings in the sidebar → Custom Domain tab. Want your portal to feel more like your own product? Connect a custom domain...

  • Use projects and workspaces

    How to get there: Go to Account in the sidebar to manage your projects and workspaces. A project is essentially a custom domain or portal that...

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