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On this page
  • 1. Connect Your Feedback Sources
  • 2. Sync Your Customer Data
  • 3. Invite Your Team & Assign Roles
  • 4. Set Up Request Types
  • 5. Define Your Product Areas
  • 6. Add Custom Properties
  • 7. Set Up Custom Prompts
  • 8. Connect Your Issue Tracker / Product Delivery Tool
  • 9. Create Your First Views
  • ✨ Pro Tips for a Smooth Start
  • What's Next

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  1. Settings

Initial setup

Your starting place, with links to Cycle core functionalities.

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Last updated 6 days ago

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Welcome! πŸŽ‰ 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 allβ€”automatically routed, organized, and ready to act.


1. Connect Your Feedback Sources

Bring all voices togetherβ€”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.


2. Sync Your Customer Data

Put feedback in contextβ€”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 customerβ€”no manual matching, better reporting, smarter follow-up.


3. 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.


4. Set Up Request Types

Structure your workflow, your way.

  • Define your own: Bugs, Features, Needs, Projects, Kudos… or anything else.

  • Why? Requests are the β€œto-dos” your team tracks, discusses, and ships. Set these up so every piece of feedback can be turned into actionable work.


5. 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.


6. 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 reportingβ€”see what’s trending, urgent, or valuable.


7. Set Up Custom Prompts

Turn feedback into gold with AI summaries, insights, and draftsβ€”your way.

  • Define prompts: Choose what AI should extract or summarizeβ€”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.


8. Connect Your Issue Tracker / Product Delivery Tool

Close the feedback loop by tying feedback to deliveryβ€”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.


9. 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 processβ€”triage, roadmapping, backlog grooming, etc.

  • Share with team: Star your favorite views or share them with the squad.


✨ Pro Tips for a Smooth Start

  • Set up all integrations on Day 1β€”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 customersβ€”automatically and in context. Next up: learn how Cycle brings all that feedback together, no matter where it comes from.

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What's Next

βš™οΈ
🧩
βœ…
User Roles & Permissions β†’
πŸ”— Request Types β†’
Product Areas Explained β†’
Custom Properties Setup β†’
Custom Prompts Guide β†’
πŸ”— Issue Tracker Integration β†’
Views Guide β†’
πŸ”— Full Integrations Guide β†’
πŸ”— Syncing Customer Data β†’