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The old way to stay on top of feedback is to remember to check — open the inbox, scan the list, hope you didn’t miss the request from your biggest account. That doesn’t scale, and it means the important stuff surfaces late. Lane flips it. Set it up once and the important work comes to you: Lane detects the patterns, surfaces the ones that matter to you right now, and nudges you where you already work. This playbook shows how to make Lane proactive — so your attention goes to decisions, not triage.

1. Tell Lane what matters

Proactivity starts with Context. In Settings → Context, set:
  • Current priority — what you’re focused on this quarter
  • Priority tiers — the customer tiers you care about most
  • Churn-risk status — the customer status that means an account is at risk
This is the lens Lane uses to decide what’s worth your attention. Two minutes here is what makes everything downstream sharp.

2. Let Lane detect and surface

In Settings → Automation, turn on both stages:
  • Detect Signals — every piece of feedback is processed and clustered into Signals automatically, so you never triage a raw inbox.
  • Surface what matters — Lane uses your Context to flag the Signals you should look at first.
With these on, the pipeline runs itself: feedback in, ranked patterns out, the relevant ones marked.

3. Open Lane to what matters, not a blank page

Once surfacing is on, the important work is already in front of you:
  • The Priority list on your home screen is a short, ranked set of the surfaced Signals most worth acting on.
  • The For You tab on Signals shows only the Signals that match your Context — each with the reason it surfaced (Matches priority, a prioritized tier, or a churn-risk account).
You’re not searching for what’s important; it’s the first thing you see.

4. Get nudged where you already work

You shouldn’t have to open Lane to know something needs you. Team Alerts (Settings → Alerts) broadcast the Signals that matter to the places your team lives:
  • Slack — real-time, so a high-priority Signal lands in your channel the moment it surfaces.
  • Email — a weekly or monthly digest for a rounded-up read.
Turn on Top priority Signals to hear about anything important, or For You Signals for a feed tuned to your Context. Now the loop reaches you even when you’re heads-down elsewhere.

What good looks like

With this in place, the rhythm changes. You don’t sit down to find what matters — Lane has already surfaced it and, when it’s urgent, told you. You spend your time deciding and acting, which is the next playbook.

From signal to shipped

Once something surfaces, turn it into shipped work — and close the loop with the customer.