🚀 Get Started in 3 Simple Steps
Transform your customer feedback into actionable insights with ClosedLoop AI. Follow this guide to go from signup to your first AI-generated insights in under 10 minutes.Step 1: Sign Up & Create Your Account
Create your ClosedLoop account
Create your ClosedLoop account
- Visit the app: Go to https://app.closedloop.sh
- Sign up: Click “Get Started” and create your account
- Verify email: Check your inbox and click the verification link
- Complete profile: Add your name and basic information
Add your product website (Important!)
Add your product website (Important!)
During onboarding, you’ll be prompted to add your product’s website URL. This is crucial because:
- Better insights: ClosedLoop learns about your product features and competitors
- Accurate attribution: Feedback gets properly categorized and analyzed
- Product context: AI understands your specific use cases and terminology
- In the onboarding flow, enter your product URL (e.g.,
https://yourproduct.com) - Or add it later via: Settings → Team → Website
Step 2: Connect Your Data Sources
Connect Gong (Sales Calls)
Connect Gong (Sales Calls)
Gong is perfect for analyzing sales calls and customer conversations:
- Go to Integrations: Navigate to Integrations in your dashboard
- Find Gong: Search for “Gong” in the integrations list
- Connect: Click “Connect” and authorize with your Gong account
- Configure: Set up which calls to analyze (recommended: all customer-facing calls)
- AI analysis of every sales call
- Feature requests from customer conversations
- Competitive intelligence and positioning insights
- Customer sentiment and pain points
Gong Setup Guide
Detailed Gong integration setup and configuration
Connect Fireflies.ai (Meeting Recordings)
Connect Fireflies.ai (Meeting Recordings)
Fireflies.ai captures and transcribes your meetings automatically:
- Find Fireflies: Search for “Fireflies” in the integrations list
- Connect: Authorize with your Fireflies.ai account
- Select meetings: Choose which meetings to analyze (customer calls, demos, etc.)
- Auto-sync: New meetings will be automatically analyzed
- Meeting transcripts and AI analysis
- Action items and follow-ups from customer meetings
- Product feedback from customer discussions
- Team collaboration insights
Fireflies.ai Integration
Complete Fireflies.ai setup and best practices
Other Popular Integrations
Other Popular Integrations
Quick setup for other data sources:
- Typeform: Customer surveys and feedback forms
- Slack: Team discussions and customer mentions
- Zendesk: Support tickets and customer issues
- HubSpot: Customer interactions and feedback
View All Integrations
Browse 8,000+ supported data sources
Step 3: Get Your API Keys & Start Building
Generate API Keys
Generate API Keys
For CLI and MCP Server access:
- Go to API Keys: Navigate to Settings → API Keys
- Create new key: Click “Generate New Key”
- Name your key: Give it a descriptive name (e.g., “CLI Development”)
- Copy the key: Save it securely - you won’t see it again!
- CLI Key: For command-line tool access
- MCP Key: For AI client integration (Claude, Cursor)
- Webhook Key: For receiving webhook data
Set up CLI Tool
Set up CLI Tool
Connect MCP Server (AI Clients)
Connect MCP Server (AI Clients)
For Claude, Cursor, and other AI tools:Claude Desktop:Cursor IDE:
MCP Server Guide
Complete MCP server setup and integration
🎯 What’s Next?
Now that you’re set up, here’s how to get the most value from ClosedLoop AI:View Your Insights
See AI-generated insights from your connected data sources.
Explore Integrations
Connect more data sources to get comprehensive feedback coverage.
Use the CLI
Automate feedback ingestion and analysis with our command-line tool.
MCP Server Tools
Integrate with AI clients like Claude and Cursor for enhanced workflows.
API Reference
Build custom integrations using our REST API.
Best Practices
Learn how to get the most accurate and actionable insights.
🚀 Pro Tips
Start with High-Value Data Sources
Start with High-Value Data Sources
Best first integrations:
- Gong: If you have sales calls with customers
- Typeform: If you collect customer surveys
- Slack: If your team discusses customer feedback
- Zendesk: If you have a support system
Configure Your Product Context
Configure Your Product Context
For better AI analysis:
- Add your website: Helps AI understand your product
- Set up routing rules: Direct feedback to the right teams
- Configure categories: Organize insights by product area
- Set up alerts: Get notified of critical feedback
Settings Guide
Complete configuration and customization guide
Monitor and Iterate
Monitor and Iterate
Track your success:
- Weekly insight reviews: Check your dashboard regularly
- Team alignment: Share insights with product and engineering teams
- Action tracking: Follow up on insights with product changes
- ROI measurement: Track how insights drive product improvements
Analytics & Reporting
View detailed analytics and performance metrics
Need help? Contact us at support@closedloop.sh or check our comprehensive documentation.