Prerequisites
- A workspace role or granular permission that allows you to change team settings
- Your organization’s domains, product list, customer segments, and competitor list
1
Open workspace settings
Open Settings. Shared configuration appears under Team; My account and Watches are personal settings.
2
Confirm General and Domains
Use General for the workspace identity and website. In Domains, add every domain used by your organization so ClosedLoop AI can distinguish internal participants from customers.
3
Define Products and Competitors
Use Products to represent what your team builds. Use Competitors to identify alternatives that matter when customers discuss buying decisions or product gaps.
4
Configure Customer segments
Create segments that reflect how your team makes product decisions. Use them to compare product evidence across meaningful customer groups.
5
Add AI context
In AI context, describe your product, market, strategy, and specialized terminology. Keep the context factual and useful across all customers.
6
Review other available settings
Additional sections can appear based on workspace access and availability. Use the visible Settings navigation and its linked documentation as the source of truth.
Verification
Reopen each edited section and confirm the saved values. Then inspect newly processed evidence to ensure customers, products, segments, and competitors are classified as expected.Troubleshooting
- A settings section is missing: It may require a workspace feature or plan. The visible Settings navigation is the source of truth.
- Customers are treated as internal: Check that Domains contains only domains owned by your organization.
- Evidence is classified poorly: Make Products, Competitors, Customer segments, and AI context more specific without adding assumptions that apply to only one customer.