Autopilot automatically sorts new ideas into groups for you. If you have ungrouped ideas, you can now trigger auto-grouping manually.

Once your team has at least three groups, you'll see a button to run auto-grouping. Make sure your group descriptions are really good so Autopilot will be best informed.

Learn more about groups in Canny here.

The Canny Ideas beta is now available to all teams on the Core plan.

Ideas is the centralized home for all your customer feedback inside Canny. It's where your team prioritizes feedback coming in from sales calls, support conversations, and your feedback portal.

Groups in Ideas represent your product areas or teams. As feedback flows in from Intercom, Slack, Gong, and your portal, Autopilot triages it into the right groups.

Insights carry customer and company context so you can answer the questions that actually drive prioritization:

Learn more about Ideas in this help article

Click on your profile in your Canny admin to see the "Join Ideas beta" option. If you need more time to trial Canny, reach out to our team to get you set up.

Creating insights on behalf of companies is how you keep track of which customers are interested in a feature.

If you're able to sync in company information via a data source, we highly recommend that route. See Canny Identify to set up our SDK. This way, companies are automatically created, updated (ARR changes, admin changes, etc.), and you can pass in additional fields for segmentation (e.g. billing plan, NPS score, etc.).

We're now supporting manual creation of companies so:

When adding an insight, you'll see an option to create a new company.

Name and domain are mandatory. Optionally include their MRR/ARR.

Selecting a user will automatically associate that user with the newly created company. Users can be unlinked from a company from the users tab.

If you start with manual creation and sync data afterwards, Canny will attempt to dedupe companies with domain name.

Many teams work in Slack so we're enabling new workflows by sending relevant notifications. Here are two new ones:

When an idea moves to a Complete status, account owners get a Slack DM with the customers they own who shared insight on that feedback. It allows customer success and sales to close the loop with their customers and prospects.

The DM lists each company and (if available) links straight to its Salesforce or HubSpot record so they can jump in and follow up.

For this to work, you'll need the account owner field mapped under your company data settings:

When ideas are assigned to an owner, they will get a Slack DM. This helps you stay on top of important work.

These DMs are available for teams on all plans.

You can now export any Ideas views to CSV. Just right-click a view and select Export view.

Exports preserve the view configuration, including:

This is available to teams on any Canny plan.

These settings are relevant for teams using the feedback Portal. By default, ideas created by Autopilot are not published the Portal. This leaves it up to your team to decide which ideas are visible to end users.

With the new Push to Portal settings, you can configure it so that ideas created by Autopilot are also automatically published.

Note that this is a per-integration setting so you'll need to turn it on for each integration you want this behavior to take place.

Push to Portal is available for: Intercom, Zendesk, HubSpot, Salesforce, Slack, and the Chrome Extension

Admins can now read and update portal fields (board, tags, categories, ETA, portal status) directly from the ideas table.

These fields are marked with an eye icon and tinted on hover to remind you that these are public fields. Adjustments to these fields from the table will affect the portal.

Insights now support attachments, so you can include files alongside the feedback you capture.

This is helpful when you want to add deeper context. Consider adding things like a screenshot from a support ticket, a transcript from a customer call, or a PDF from a user research interview. Attaching these directly to the insight keeps everything in one place.

There are three ways to add an attachment to an insight:

This feature is available to all teams in the Ideas beta.

This update is relevant for teams in the Ideas beta using the feedback portal. Ideas are all private to your internal team unless they are published to your portal.

When an idea is published, you’ll see that you can switch between the Internal view and the Portal view.

Ideas will remember which view you were looking at as you switch between ideas. If you change views inside the drawer, we save that choice for the next idea you open.

Note: ideas that aren't published can only open in Internal view, even if you were last on the Portal view.

Autopilot now shows you which calls and conversations were processed where no feedback was found.

This makes it easier to track Autopilot’s activity and see reasoning for why no feedback was captured. The “View original” button takes you to the source call or conversation.

Some of the reasons refer to feedback that Autopilot currently skips like bug reports. Let us know if there’s a type of feedback that you want Autopilot to capture.

Visit the No feedback found page in Autopilot to check it out.

This is available for teams on all plans.