Initial setup
Your starting place, with links to Cycle core functionalities.
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Your starting place, with links to Cycle core functionalities.
Last updated
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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—triage, roadmapping, backlog grooming, etc.
Share with team: Star your favorite views or share them with the squad.
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.
With your workspace set up, you’re ready to start capturing real feedback from real customers—automatically and in context. Next up: learn how Cycle brings all that feedback together, no matter where it comes from.
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