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Let’s create your first insight and explore all the ways to organize customer feedback in Stellar.

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Creating an Insight

  1. Navigate to Insights in the sidebar
  2. Click the New Insight button (or press N)
  3. Enter the customer feedback in the text editor
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Paste feedback directly from emails, support tickets, or meeting notes. The editor supports rich text formatting.

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Adding Context

After creating your insight, add important context using the properties panel:

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Status

Change the insight’s workflow state:
  • Inbox - New feedback that needs review
  • Reviewed - Processed and categorized
  • Archived - Resolved or outdated
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Source

Track where feedback originated:
  • Select from existing sources (Email, Slack, Support, etc.)
  • Create custom sources for your workflow
  • Helps identify your most valuable feedback channels
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Sentiment

Capture the customer’s emotion:
  • Positive 😊 - Happy customers, praise, success stories
  • Neutral 😐 - Feature requests, questions, suggestions
  • Negative 😞 - Frustrations, bugs, complaints
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Tags

Organize with multiple tags:
  • Click Add tags to select existing ones
  • Type to create new tags on the fly
  • Use tags for themes like “onboarding”, “pricing”, “mobile”
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Linking a Customer

Connect feedback to the person who provided it:
  1. Click Link customer in the properties panel
  2. Search for existing customers or create new ones
  3. Add their name and email
  4. Now all feedback from this customer is connected
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Linking customers helps you see patterns - which customers request similar features or face the same issues.In the future we will add support for customer properties so you can evaluate insights based on things like which pricing plan a customer is on or how active of a user they are on your platform. Reach out to us if this is something you are interested in using.

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Adding Comments

Start discussions with your team:
  1. Click on the “Comments” tab
  2. Type your comment and press Enter
  3. @mention teammates to notify them
  4. Use comments to discuss next steps or add context
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Pro Tips

Keyboard Shortcuts - Use J/K or ↑/↓ to navigate insights quickly Quick Capture - Create insights from anywhere using Integrations Forward customer emails - Send customer conversations directly to your Stellar inbox Rich Formatting - Use markdown or paste formatted text to preserve context

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What’s Next?

Now that you’ve created your first insight:
The more context you add to insights, the more valuable they become for making product decisions.