Managing Customer Feedback

Learn how to collect, moderate, and act on feedback from your users.
  • Set up a private beta board

    How to get there: Click Users in the sidebar → User Groups → New Group. Then Settings → Boards → New Board, set Visibility to User Groups, and...

  • Save and switch between column views

    How to get there: Click All Posts or Users in the sidebar → use the View dropdown next to the Columns button at the top right of the list. Admins...

  • Filter posts by custom field values

    How to get there: Click All Posts in the sidebar → open the filter sidebar on the left → scroll to the Custom Fields section. If you've defined...

  • Auto-reply to new posts with AI

    How to get there: Go to Settings in the sidebar → AI tab (under Integrations) → Auto-reply to new posts card. Automatically post a friendly...

  • Mention notifications and unsubscribe

    How to get there: Mention notifications are triggered automatically when someone uses <@user> in a comment. Recipients control them from the...

  • Set post severity

    How to get there: Open any post → side panel → Prioritization section → Severity row. Or use the Severity filter in Manage Posts (left sidebar)....

  • Filter By Import Batch

    Filter posts by import batch How to get there: Go to All Posts → use the filter menu → pick Import batch. Every time you import a CSV, all the new...

  • Route sales calls and widget feedback into posts with Conversations

    How to get there: Click Conversations in the left sidebar (only visible if your portal has the Conversations feature enabled). The Conversations...

  • Schedule post publishing

    How to get there: Open any post → meta panel on the right → click the Schedule for later row → pick a date and time. Set a future date and time...

  • Pinning Comments

    Pinning comments How to get there: Open the post → find the comment → click the pin icon next to it. Pinning a comment moves it to the top of the...

  • Version Release Platform Fields

    Version, release, and platform fields on posts How to get there: Open a post → check the sidebar for Version, Release, and Platform fields. These...

  • Backdating Posts

    Backdating posts When you import or migrate feedback, you usually want posts to keep their original creation date so the historical sequence is...

  • Set post priority

    How to get there: Open any post → side panel → Priority row. Or use the Priority filter in Manage Posts (left sidebar). Priority is an admin-only...

  • Use internal posts

    How to get there: Open any post → look at the meta panel on the right → toggle the Internal switch. Internal posts let admins track work, ideas,...

  • Add polls to posts

    How to get there: Open a post, then use the Create Poll action (admin only) to attach a poll. Polls let admins attach a multiple-option question to a...

  • Setting Eta On Posts

    Setting an ETA on posts How to get there: Open the post → Sidebar → set the Estimated date field. Give customers a realistic expectation of when a...

  • External references on posts

    How to get there: Open any post → in the right sidebar, expand References → click Add. References are external links or identifiers attached to a...

  • Review post activity history

    How to get there: Open any post, scroll to the Activity section below the comment form. The activity timeline on each post shows what has happened to...

  • Auto-tag new posts with AI

    How to get there: Go to Settings in the sidebar → AI tab (under Integrations) → Auto-tag new posts card. Automatically assign 1 to 3 tags to every...

  • Use the companies view

    How to get there: Go to Users in the sidebar → click the Companies button in the top-right button bar. The Companies view rolls all users up by...

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