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Lane works best when it knows your product, your customers, and what they’re saying. This page walks you through getting those three layers in — so the Agent has real context to work with from day one. You don’t need to set everything up before getting value. Start with the minimum, see Lane work, then layer in the rest.

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Quick Start

Four steps to get the Agent useful — about 15 minutes total.
1

Set your Context

Go to Settings → Agent → Context and tell the Agent about your world. Four free-text fields:
  • Product — What you’ve built, who it’s for, what it helps achieve
  • Current Focus — What you’re improving or solving right now
  • Business Goal — The outcome you’re trying to drive this quarter
  • Competitors — Who you’re up against and how you differentiate (optional)
Context is included in every Agent chat. Two minutes of writing here makes every Agent response sharper, even before any Feedback flows in.
2

Add a few Product Areas

Go to Features → Product Areas and add the functional parts of your product — Onboarding, Billing, Integrations, Reporting, whatever maps to how your product is actually organized. Three to five is enough to start.Add a one-line description to each. This is what lets the Agent classify incoming Feedback into Insights and group them into Signals correctly.
3

Add your top Customers

Add 5-10 of your top accounts so prioritization has real business weight from the start.
  • Manually — Add accounts under Customers → New Customer
  • Via CSV — Bulk import under Settings → Import
  • Via HubSpot — Sync your full customer list under Settings → Integrations → HubSpot (you can do this later as well)
For each account, fill in company name, domain, ARR, and tier. This is what makes the difference between “5 customers asked for this” and “5 Enterprise customers totaling $480K ARR asked for this.”
4

Drop in some Feedback

Get a few pieces of real customer Feedback into the workspace so the Agent has something to reason over.The fastest paths:
  • Paste manually — Add a few recent customer messages under Feedback → New Feedback
  • Connect Slack — One-click setup under Settings → Integrations → Slack. Use an emoji to flag Slack messages into Lane.
Once Feedback is in, the Agent will start extracting Insights, classifying them, and clustering related ones into Signals automatically.
That’s enough to make Lane useful. Open the Agent and ask something like “what are our Enterprise customers asking for?” — you’ll get a real answer grounded in real data.

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Make it richer

The optional layers that turn a working workspace into a complete one. Add them as you need them. Connect more feedback sources — The more sources, the richer Lane gets. Each one feeds the same pipeline.
SourceBest for
SlackCapturing feedback from internal channels
IntercomCustomer support tickets
Chrome ExtensionCapturing while browsing any web tool
Email ForwardingForwarding customer emails directly
HubSpotCustomer data and CRM conversations
CSV ImportHistorical feedback in bulk
ZapierAny other tool (Typeform, Zendesk, G2)
Sync your full customer list — If you only added your top accounts in Quick Start, connect HubSpot or import the rest via CSV so every Feedback has Customer context attached automatically. Set your Objectives — Define the strategic goals your team is working toward this quarter. Features link to Objectives, so your roadmap connects back to outcomes instead of being a wishlist. Add Goals or OKRs under Objectives → New Objective. Connect your delivery tools — Push Features from Lane into Linear, Jira, or Asana to kick off engineering work. Connect under Settings → Integrations. Invite your team — Once the workspace has data and you can show what Lane does, invite the rest of your team under Settings → Members. Inviting people to an empty Lane usually loses them — set up first, invite second. Connect MCP — If your team uses Claude, Cursor, or any MCP-compatible AI tool, connect them to Lane so they can read your product context directly. See MCP Server for setup. Update Context as your focus changes — Context is set once but worth revisiting. When your quarterly goal shifts or a new competitor matters, update Settings → Agent → Context so every Agent response stays sharp.

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What good looks like

Here’s the steady state you’re building toward. Feedback flows in automatically from every source your team touches. The Agent processes it as it arrives — extracting Insights, classifying sentiment, grouping related signal into Signals. You check Signals weekly to see what’s emerging across your customer base, ranked by revenue and recency. When a Signal is worth acting on, you ask the Agent to think through it with you. The conversation becomes a Plan, grounded in real Customers, real Features, and real Objectives. You review the Plan, hand it to Cursor or Lovable, and ship the work. Customers who asked for it hear back when it lands. Your Agent knows what you’re building, who it’s for, and what you care about right now. It reasons over fresh Feedback through that lens. The system runs in the background — you stay in the parts that need judgment.

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What’s next