Getting started
Collect and answer your first customer request
One public board is enough to begin. The steps below use durable product activity, not a tour that disappears when the page reloads.
- 01
Create a public board
Name one customer topic clearly. Public boards appear in the portal and widget; private boards stay inside the workspace.
- 02
Share the portal or widget
Copy the full board URL or paste the widget.js snippet before your site’s closing body tag. Open Feedback and submit a test request to verify it.
- 03
Respond to the first request
Acknowledge what you heard, explain what happens next, and update the saved status as your plan changes.
- 04
Close the loop
Shipping creates a changelog draft and schedules notifications. Review the draft before publishing it.
Visibility and review
Public and private board visibility is separate from moderation. A customer submission may wait for approval before everyone can see it; its workflow status is a different decision.
Roles and setup
Members can create boards and respond to feedback. Owners and admins manage appearance, invitations, and integrations. Trackers are optional; you can collect and reply without one.
Widget troubleshooting
Confirm the script loads from /widget.js, data-org matches the workspace slug, and optional data-board matches a public board slug. Submit a test request from the widget to verify the installation.
Profile troubleshooting
Add a public display name from Account after signing in. Strataboard never substitutes your sign-in email on public feedback or replies.
Help is self-service during preview. The Privacy Notice lists a privacy-only contact for personal-data questions.