Skip to main content

​
Create a new channel

  1. From your workspace, select New channel.
  2. Connect data source.
  3. Map your data by configuring your source
  4. Input context and select focus area keywords, or add your own, to shape how the AI classifies and surfaces feedback from the start. Link any relevant workspace docs, such as a strategy or tone of voice doc, to sharpen this further.
  5. Choose whether you wish to automatically redact PII or not.
  6. Connect at least one data source to get your first analysis running.
  7. Give your channel a name that reflects its focus area, for example “Mobile app retention” or “Enterprise onboarding.”
The more evidence synced to a channel, the higher confidence its ideas will be. We recommend a minimum of 200 data points to get started.

​
Connect your data source(s)

When you create a channel, every data source already connected to your workspace is available immediately. You can also connect a new source directly from the channel. Supported sources include: Use date range and segment filters when adding a source to scope the channel to what’s relevant.

​
Manage data sources

After adding a source to the channel, you can then configure what metadata fields you wish to display and filter. This can be edited at anytime by:
  • Click on the Sources in the Channel heading
  • Find and hover over the source that you wish to change
  • Select the ... more menu
  • Select Configure
  • Make any necessary changes, and select Save
You can add as many sources as you like to the channel.
From Sources dialog, you can see every source connected to a channel, when it last synced, and add or remove sources without affecting existing data. Removing a source stops new data from that source flowing in. Data already imported stays in the channel.

​
Contact syncing

Contact details shown on Ideas and Evidence (name, company, ARR, plan tier, and so on) come from your Contacts database, enriched from your CRM. Channels supports enrichment from either Salesforce or HubSpot. A workspace can only have one CRM enrichment source connected at a time. For more on how contact fields work generally, see Contact automation and Contacts.