🧩Initial setup
Your starting place, with links to Cycle core functionalities.
Welcome! 🎉 Whether you’re a founder, PM, or CS, you’re minutes away from having a single source of truth for all your product feedback and roadmap work. Here’s how to set up your Cycle workspace so your whole team is ready to capture, process, and ship what matters most.
Real-life scenario: Imagine a new bug pops up in Intercom, a big feature request lands in Slack, and your CEO wants customer pain points by Monday. After this setup, you’ll have it all—automatically routed, organized, and ready to act.
Make Cycle fit your workflow
Define Your Product Areas
Keep feedback routed and teams focused.
Break down your product: Segment by squads, modules, or product lines.
Auto-triage: Cycle auto-assigns feedback and quotes to the right area for faster processing.
Set Up Request Types
Structure your workflow, your way.
Define your own: Bugs, Features, Needs, Projects, Kudos… or anything else.
Why? Requests are the “to-dos” your team tracks, discusses, and ships. Set these up so every piece of feedback can be turned into actionable work.
Add Custom Properties
Tag what matters most for your workflow.
Examples: Urgency, Region, Persona, ARR, Platform…
How to: Create dropdowns, checkboxes, or custom fields for any property you need to segment or prioritize.
Benefit: Powers dashboards, filters, and reporting - see what’s trending, urgent, or valuable.
Invite Your Team & Assign Roles
Collaborate from the start. Get the right people in, with the right access.
Team setup: Invite teammates as Makers (full power) or Collaborators (limited access).
Select a Default Reporter: This member will be assigned as the reporter on feedback when no reporter is found by Cycle.
Makers can also decide who has access to the Billing tab in the workspace.
Connect and Import your data
Connect Your Feedback Sources
Bring all voices together, no more scattered notes or missed insights.
Integrate key tools: Connect Slack, Intercom, HubSpot, Zendesk, and more in just a few clicks.
Why now? Early integration means every new feedback lands in Cycle from day one.
Sync Your Customer Data
Put feedback in context, know who’s speaking, every time.
CRM sync: Bring in customers, companies, segments, and metadata from HubSpot, Salesforce, or your CSVs.
Benefits: Every feedback is instantly linked to the right customer—no manual matching, better reporting, smarter follow-up.
Connect Your Issue Tracker / Product Delivery Tool
Close the feedback loop by tying feedback to delivery - seamlessly.
Integrate: Connect Jira, Linear, or your issue tracker to link Cycle requests with tickets.
What’s in it for you?
Statuses sync automatically (no more double work)
Ship updates reach the right customer, at the right time.
Personalize your workspace
Set Up Custom Prompts
Turn feedback into gold with AI summaries, insights, and drafts - your way.
Define prompts: Choose what AI should extract or summarize - tailor it to your process.
Run anywhere: Apply prompts to feedback or requests.
Unlock speed: Save hours on summarizing calls, prioritizing features, or drafting responses.
Create Your First Views
Tailor your workspace. See only what matters.
Views = Saved filters: Slice and dice by product area, status, urgency, or customer segment.
List or Kanban: Choose the layout that fits your process: triaging, roadmapping or backlog grooming
Share with your team: Star your favorite views or add them to your squad's section.
Pro Tips for a Smooth Start 🏆
Set up all integrations on Day 1, future feedback will land automatically.
Customize properties and request types to fit your team’s language and workflow.
Start small: set up the essentials, then iterate as your process evolves.
Use Arcades and in-app guides if you ever get stuck.
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