Category: Discovery

Two-Way Communication via Customer Portal This article covers: When customers submit an idea, you, as a PM, may have queries about its details.  Also, keeping the customers informed and closing the feedback loop is crucial for maintaining a positive relationship and ensuring they get what they request and more from the product.  Two-way communication is…

Admin View of the Feedback Portal  This article covers: Get a stunning bifurcated view of the Feedback Portal and focus on one thing at a time when discussing which to prioritize and which to put on a back burner. Overview This view will showcase all the important navigation tools for collecting feedback a PM requires….

Link Survey Insights to Features and Create Innovative Ideas This article covers: Have you ever poured your heart and soul into a feature only to find later that customers weren’t interested? Chisel can help prevent that frustration! By connecting your survey responses to your product roadmap, Chisel turns customer feedback into actionable insights and sparks…

Private Customer Portal This article covers: Sometimes, the ideas created and features published on the customer portal and other important information should only be accessed by a few key stakeholders. Let’s find out how you can do this authentication! Requirements: To get started, you will need the following: PM Actions Customer Actions 

Customize Feature Feedback Template for Feedback/Customer Portal This article covers: Once the ideas are collected in the Idea Box and the PM has considered them to be features, they will need additional takes from users/teammates, etc., to get more granular details on those features. The details can be the relevancy of the feature, users’ concerns…

Customize Idea Template for Feedback/Customer Portal This article covers: Having the ins and outs of an idea or feedback suggested by your customers or teammates helps you make a wise decision about how to approach that idea/feedback. Chisel’s Idea Template comes into action here! You can customize the template per your requirements, add the details…

Archive & Delete Multiple Ideas in Bulk This article covers: Say you’ve considered a few ideas, but your Idea Box is flooded with ideas, so you want to clear up some space. In that case, you may wish to delete ideas forever or archive them to have a look at them later. Archiving and deleting…

Filtering Functionality in Idea Box Sort and filter the ideas from various sources, as per their name, internal priority, and so on.  Related Articles: How To Use Idea BoxHow To Add Custom Fields to Ideas in Idea BoxTable View in Idea Box

Table View in Idea Box This article covers: A table view is necessary to glance at all the details of an idea in Idea Box. How To Use the Table View Any changes you make here won’t reflect in the box/card view. The name of an idea will always be visible in the table view….

How To Add Custom Fields to Ideas in Idea Box This article covers: How to Access Custom Fields in Idea Box? Pro tip: You can access the ‘Configure’ button in the roadmap pillar as well as from the ‘workspace’ in the left navigation bar under ‘All Configurations.’ Types of Custom Fields There are six types…