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🚀 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

  1. Visit the app: Go to https://app.closedloop.sh
  2. Sign up: Click “Get Started” and create your account
  3. Verify email: Check your inbox and click the verification link
  4. Complete profile: Add your name and basic information
Your account includes a free tier with 100,000 credits per month - no credit card required!
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
How to add your website:
  1. In the onboarding flow, enter your product URL (e.g., https://yourproduct.com)
  2. Or add it later via: SettingsTeamWebsite
Why this matters: Without your website, ClosedLoop can’t provide product-specific insights and may misinterpret your feedback context.

Step 2: Connect Your Data Sources

Gong is perfect for analyzing sales calls and customer conversations:
  1. Go to Integrations: Navigate to Integrations in your dashboard
  2. Find Gong: Search for “Gong” in the integrations list
  3. Connect: Click “Connect” and authorize with your Gong account
  4. Configure: Set up which calls to analyze (recommended: all customer-facing calls)
What you’ll get:
  • 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
Fireflies.ai captures and transcribes your meetings automatically:
  1. Find Fireflies: Search for “Fireflies” in the integrations list
  2. Connect: Authorize with your Fireflies.ai account
  3. Select meetings: Choose which meetings to analyze (customer calls, demos, etc.)
  4. Auto-sync: New meetings will be automatically analyzed
What you’ll get:
  • 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

Step 3: Get Your API Keys & Start Building

For CLI and MCP Server access:
  1. Go to API Keys: Navigate to SettingsAPI Keys
  2. Create new key: Click “Generate New Key”
  3. Name your key: Give it a descriptive name (e.g., “CLI Development”)
  4. Copy the key: Save it securely - you won’t see it again!
Key types:
  • CLI Key: For command-line tool access
  • MCP Key: For AI client integration (Claude, Cursor)
  • Webhook Key: For receiving webhook data
Security: Keep your API keys secure and never commit them to version control. Use environment variables in production.
Install and configure the ClosedLoop CLI:
# Install globally
npm install -g @closedloop-ai/cli

# Configure with your API key
cl config set --api-key your-api-key-here

# Set your product website
cl team website "https://yourproduct.com"

# Test with your first feedback
cl ingest "The new dashboard is confusing to navigate"

CLI Documentation

Complete CLI setup and command reference
For Claude, Cursor, and other AI tools:Claude Desktop:
{
  "mcpServers": {
    "closedloop": {
      "command": "npx",
      "args": ["@closedloop-ai/mcp-client"],
      "env": {
        "CLOSEDLOOP_API_KEY": "your-mcp-key-here"
      }
    }
  }
}
Cursor IDE:
{
  "mcpServers": {
    "closedloop": {
      "command": "npx",
      "args": ["@closedloop-ai/mcp-client"],
      "env": {
        "CLOSEDLOOP_API_KEY": "your-mcp-key-here"
      }
    }
  }
}

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:

🚀 Pro Tips

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
These provide the richest customer insights and are easiest to set up.
For better AI analysis:
  1. Add your website: Helps AI understand your product
  2. Set up routing rules: Direct feedback to the right teams
  3. Configure categories: Organize insights by product area
  4. Set up alerts: Get notified of critical feedback

Settings Guide

Complete configuration and customization guide
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.