Getting started

Learn how to set up ProductLift and get started quickly. !The admin overview: what happened on your portal lately.
  • Switch between portals

    How to get there: Click the portal switcher at the top of the sidebar (shows your current portal's name and favicon). If you're an admin on more than...

  • Invite team members

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

  • Get started with AI features

    How to get there: Go to Settings in the sidebar → AI & automation. Learn about all the AI-powered features in ProductLift that help you save time,...

  • 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 & automation. Learn about all the AI-powered features in ProductLift that help you save time,...

  • 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...

  • Invite customers

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

  • 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 (via a board’s breadcrumb or the sidebar shortcut, when available). Add changelog entries by...

  • Install widgets

    How to get there: Go to Settings → Share & embed → Widgets → click a board card or pick another widget kind. ProductLift widgets let your users...

  • Create posts

    How to get there: Click All posts (via a board’s breadcrumb or the sidebar shortcut, when available), then click the New Post button. Users can also...

  • 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....

  • 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 & export. Do you already have a list of feedback items, roadmap items, or changelog posts?...

  • Understand how posts work in ProductLift

    How to get there: Posts are managed from All posts (via a board’s breadcrumb or the sidebar shortcut, when available). Statuses and boards are...

  • Navigate ProductLift

    Admin navigation The sidebar provides Overview, Users & companies, Inbox, Prioritize, your boards, and Settings. On a small screen, open the...

  • Set up a custom domain

    How to get there: Go to Settings in the sidebar → Domains & redirects → Custom domain tab. Want your portal to feel more like your own product?...

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