# Harvestr Help Center

> Help center for Harvestr

## Getting Started

- [Getting started with Harvestr](https://support.harvestr.io/en/articles/1340503-getting-started-with-harvestr.md): 5 essential steps to set up Harvestr
- [What is Harvestr?](https://support.harvestr.io/en/articles/1339570-what-is-harvestr.md): Discover how Harvestr works and how it can help you build successful B2B Software products.

## Integrations

- [Microsoft Teams integration](https://support.harvestr.io/en/articles/11562654-microsoft-teams-integration.md): Collect product feedback from Teams and close the loop.
- [Slack integration](https://support.harvestr.io/en/articles/1340579-slack-integration.md): How to easily collect product feedback from Slack and close the loop with your team
- [Push new feedback to a Slack channel via Zapier](https://support.harvestr.io/en/articles/10040458-push-new-feedback-to-a-slack-channel-via-zapier.md): How to leverage our API and Zapier to notify your team in Slack when new feedback is created in Harvestr.
- [Intercom integration](https://support.harvestr.io/en/articles/3629635-intercom-integration.md): How to leverage Intercom's customer feedback and data in Harvestr.
- [Zendesk integration](https://support.harvestr.io/en/articles/1438503-zendesk-integration.md): How to escalate and categorize customer feedback from Zendesk to Harvestr.
- [Freshdesk Integration](https://support.harvestr.io/en/articles/2911469-freshdesk-integration.md): How to get customer feedback from Freshdesk to Harvestr.
- [Email integration](https://support.harvestr.io/en/articles/1492183-email-integration.md): How to centralize all the customer feedback you get by email in Harvestr.
- [Helpscout integration \(with Zapier\)](https://support.harvestr.io/en/articles/3010484-helpscout-integration-with-zapier.md): How to get customer feedback from Helpscout to Harvestr with Zapier
- [Send Trustpilot reviews to Harvestr via Zapier](https://support.harvestr.io/en/articles/2473378-send-trustpilot-reviews-to-harvestr-via-zapier.md): How to send Trustpilot reviews to Harvestr automatically using webhooks.
- [Salesforce integration - customer data sync](https://support.harvestr.io/en/articles/6445091-salesforce-integration-customer-data-sync.md): Sync Salesforce Accounts, Contacts, and Leads into Harvestr to measure the business impact of every discovery.
- [HubSpot integration - feedback widget](https://support.harvestr.io/en/articles/5506353-hubspot-integration-feedback-widget.md): How to track feedback from sales and customer success teams working in HubSpot
- [HubSpot integration - customer data sync](https://support.harvestr.io/en/articles/6617089-hubspot-integration-customer-data-sync.md): How to synchronize customer data from HubSpot to Harvestr
- [Salesforce integration - feedback widget](https://support.harvestr.io/en/articles/3992842-salesforce-integration-feedback-widget.md): How to track feedback from sales and customer success teams working in Salesforce
- [Automatically send Opportunity feedback from Salesforce to Harvestr](https://support.harvestr.io/en/articles/11591845-automatically-send-opportunity-feedback-from-salesforce-to-harvestr.md)
- [Aircall integration](https://support.harvestr.io/en/articles/11632136-aircall-integration.md): Turn Aircall calls into structured product feedback in Harvestr.
- [Praiz integration](https://support.harvestr.io/en/articles/15613069-praiz-integration.md): Send product feedback identified in Praiz calls to Harvestr automatically with the Product Feedback AI agent.
- [Modjo integration](https://support.harvestr.io/en/articles/11632142-modjo-integration.md): Turn Modjo calls into actionable product feedback in Harvestr.
- [Gong integration](https://support.harvestr.io/en/articles/11632127-gong-integration.md): Turn Gong calls into actionable product feedback in Harvestr.
- [Claap integration](https://support.harvestr.io/en/articles/11632139-claap-integration.md): Send product feedback identified in Claap calls to Harvestr automatically using a Claap AI field.
- [Sync Shortcut statuses to Harvestr via Zapier](https://support.harvestr.io/en/articles/14090330-sync-shortcut-statuses-to-harvestr-via-zapier.md): Sync Shortcut Story Status to Harvestr Discovery Status with Zapier
- [Linear integration](https://support.harvestr.io/en/articles/10054019-linear-integration.md): Link Discoveries to Linear issues and stay synced with your engineering team.
- [Jira integration](https://support.harvestr.io/en/articles/2059736-jira-integration.md): Link Discoveries to Jira issues and stay synced with your engineering team.
- [GitHub integration](https://support.harvestr.io/en/articles/2860626-github-integration.md): Link GitHub issues to Harvestr Discoveries and stayed synced with your software team.
- [Gitlab integration](https://support.harvestr.io/en/articles/4386929-gitlab-integration.md): Link Gitlab issues to Harvestr Discoveries and stayed synced with your software team.
- [Trello integration](https://support.harvestr.io/en/articles/4386923-trello-integration.md): Link Trello cards to Harvestr Discoveries and stayed in synced with your software team.
- [Sync Notion statuses to Harvestr via Zapier](https://support.harvestr.io/en/articles/14076189-sync-notion-statuses-to-harvestr-via-zapier.md): Sync Notion Status to Harvestr Discovery Status with Zapier
- [Harvestr Chrome extension](https://support.harvestr.io/en/articles/3803741-harvestr-chrome-extension.md): Gather feedback from any web page to improve your product
- [The Harvestr feedback widget](https://support.harvestr.io/en/articles/8395880-the-harvestr-feedback-widget.md): Install Harvestr's Feedback Widget to gather user feedback and update them on its status automatically.
- [Import data into Harvestr with Excel/CSV](https://support.harvestr.io/en/articles/5131753-import-data-into-harvestr-with-excel-csv.md): How to import Discoveries, Feedback, and Customers with associations
- [Zapier integration](https://support.harvestr.io/en/articles/1410268-zapier-integration.md): Send product feedback to Harvestr with Zapier.
- [Public API & Webhooks: developer resources](https://support.harvestr.io/en/articles/15690711-public-api-webhooks-developer-resources.md): Connect Harvestr to your code with the Public API and webhooks. Push and pull data, and react to events in real time.

## Feedback Intelligence

- [Find feedback fast with search and filters](https://support.harvestr.io/en/articles/1340856-find-feedback-fast-with-search-and-filters.md): How to search and filter feedback messages in your Inbox with the advanced search bar.
- [Build your feedback taxonomy with labels](https://support.harvestr.io/en/articles/9148326-build-your-feedback-taxonomy-with-labels.md): How to manage and leverage feedback labels in Harvestr
- [Collect structured feedback with templates](https://support.harvestr.io/en/articles/6186720-collect-structured-feedback-with-templates.md): Collect structured feedback from teammates using templates
- [Migrate to the new feedback templates](https://support.harvestr.io/en/articles/12584964-migrate-to-the-new-feedback-templates.md)
- [Export your feedback to CSV](https://support.harvestr.io/en/articles/5799617-export-your-feedback-to-csv.md): How to export messages from your feedback inbox
- [Submit feedback directly from inside Harvestr](https://support.harvestr.io/en/articles/1340844-submit-feedback-directly-from-inside-harvestr.md)
- [Review new AI-categorizations with Catchup](https://support.harvestr.io/en/articles/11598897-review-new-ai-categorizations-with-catchup.md): Process new feedback faster by surfacing AI suggestions that require quick validation, all in one place.
- [Extract and categorize product feedback from incoming messages](https://support.harvestr.io/en/articles/1340582-extract-and-categorize-product-feedback-from-incoming-messages.md)
- [Auto-categorize feedback with HAI](https://support.harvestr.io/en/articles/8707672-auto-categorize-feedback-with-hai.md): AI-powered features to help you process feedback more efficiently and uncover valuable customer insights faster than ever
- [Process and delete feedback](https://support.harvestr.io/en/articles/1340845-process-and-delete-feedback.md): How to keep you inbox clean by processing and deleting feedback messages
- [Automate labeling and triage with Feedback automations](https://support.harvestr.io/en/articles/9966752-automate-labeling-and-triage-with-feedback-automations.md): How to streamline Harvestr workflows with Automations
- [Route incoming feedback to the right person with Custom Inboxes](https://support.harvestr.io/en/articles/9966505-route-incoming-feedback-to-the-right-person-with-custom-inboxes.md): How to build Custom Inboxes to filter incoming feedback and route it to the right people

## Discoveries, Components & Prioritization

- [Add structure to discoveries with custom fields](https://support.harvestr.io/en/articles/10026200-add-structure-to-discoveries-with-custom-fields.md): How to create fields to organize and prioritize your Discoveries
- [Organize your product space with Components](https://support.harvestr.io/en/articles/1501018-organize-your-product-space-with-components.md)
- [Turn feedback into product opportunities with Discoveries](https://support.harvestr.io/en/articles/1340855-turn-feedback-into-product-opportunities-with-discoveries.md)
- [Standardize discoveries with templates](https://support.harvestr.io/en/articles/13306376-standardize-discoveries-with-templates.md): Create reusable Discovery templates to structure discoveries and draft PRDs faster.
- [Create and manage Discovery views](https://support.harvestr.io/en/articles/2057657-create-and-manage-discovery-views.md)
- [Stay updated by watching discoveries and components](https://support.harvestr.io/en/articles/3125855-stay-updated-by-watching-discoveries-and-components.md): Watch Discoveries and Components to get notified on activities
- [Prioritize what to build next](https://support.harvestr.io/en/articles/2981094-prioritize-what-to-build-next.md): Use Harvestr to build your own opportunity prioritization system
- [Export discoveries to CSV](https://support.harvestr.io/en/articles/6716092-export-discoveries-to-csv.md): How to export Discoveries to a CSV/Excel file

## Customers

- [Build customer segments to focus prioritization](https://support.harvestr.io/en/articles/9703502-build-customer-segments-to-focus-prioritization.md): How to segment users and companies to prioritize Discoveries
- [Leverage customer data to prioritize discoveries with customer attribute aggregation fields](https://support.harvestr.io/en/articles/5775403-leverage-customer-data-to-prioritize-discoveries-with-customer-attribute-aggregation-fields.md): Leveraging customer attributes to prioritize discoveries based on business impact
- [Close the loop with feedback loop notifications](https://support.harvestr.io/en/articles/2433708-close-the-loop-with-feedback-loop-notifications.md): Keep teammates in the loop by sending email notifications about the status of their feedback.
- [Link feedback to the right customer](https://support.harvestr.io/en/articles/1457137-link-feedback-to-the-right-customer.md)

## HAI Chat & MCP

- [HAI - your AI product intelligence companion](https://support.harvestr.io/en/articles/13942315-hai-your-ai-product-intelligence-companion.md): Analyze your customer feedback and surface actionable insights through a conversational AI agent.
- [Connect your AI tools to Harvestr with MCP](https://support.harvestr.io/en/articles/13905940-connect-your-ai-tools-to-harvestr-with-mcp.md): Connect AI assistants like Claude, Cursor, and Windsurf to your Harvestr workspace via the Model Context Protocol.

## Roadmap

- [Build your product roadmap](https://support.harvestr.io/en/articles/5341284-build-your-product-roadmap.md): How to build, share, and export your product roadmap with Harvestr — including Kanban, Swimlane, and Timeline views.
- [Share a public roadmap with customers](https://support.harvestr.io/en/articles/15286332-share-a-public-roadmap-with-customers.md): How to publish your roadmap as a public page customers can visit, follow, and react to.
- [Brand your public roadmap with themes](https://support.harvestr.io/en/articles/6716271-brand-your-public-roadmap-with-themes.md): Brand your public roadmap with your logo, colors, fonts, and background so customers see your roadmap inside your own visual identity.

## Workspace & admin

- [Contributor Roles](https://support.harvestr.io/en/articles/9243045-contributor-roles.md): Set up permissions for Contributors in a consistent way to keep your workspace secure.
- [Owners, Editors and Contributors](https://support.harvestr.io/en/articles/6284761-owners-editors-and-contributors.md): How to manage editor and contributor seat types
- [Enable SSO for your workspace](https://support.harvestr.io/en/articles/7013536-enable-sso-for-your-workspace.md): Integrate Harvestr with SAML, Google, or Microsoft SSO and manage authentication settings
- [Set up SSO with Google Workspace](https://support.harvestr.io/en/articles/7174212-set-up-sso-with-google-workspace.md)
- [Set up SSO with Okta](https://support.harvestr.io/en/articles/9067729-set-up-sso-with-okta.md): Integrating Harvestr with Okta Identity Provider for SAML SSO
- [Set up SSO with Entra ID \(Azure AD\)](https://support.harvestr.io/en/articles/11694034-set-up-sso-with-entra-id-azure-ad.md): Integrating Harvestr with Entra Identity Provider for SAML SSO
- [Speed up Harvestr with keyboard shortcuts](https://support.harvestr.io/en/articles/6078934-speed-up-harvestr-with-keyboard-shortcuts.md): The list of shortcuts available in Harvestr