Getting started

Learn how to set up ProductLift and get started quickly.
  • Get started with AI features

    How to get there: Go to Settings in the sidebar → AI tab (under Integrations)....

  • 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)....

  • 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....

  • Configure multiple products

    How to get there: Go to Account in the sidebar to manage multiple portals/products....

  • Understand boards and workflow

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

  • Link to an external knowledge base

    How to get there: Go to Settings in the sidebar → AI Configuration tab → External Knowledge Base section....

  • 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....

  • Install widgets

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

  • Invite customers

    How to get there: Click Users in the sidebar → click the Invite button....

  • 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....

  • Import posts

    How to get there: Go to Settings in the sidebar → Import tab (under Organization)....

  • 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....

  • Use projects and workspaces

    How to get there: Go to Account in the sidebar to manage your projects and workspaces....

  • Format posts

    How to get there: Open any post for editing by clicking All Posts in the sidebar, selecting a post, then clicking Edit. The same formatting options...