Setting up your Pilea workspace takes about 5 minutes. We recommend connecting your first feedback source during onboarding so you can start exploring your data when your workspace is ready. If you connect a high-volume feedback source, setup can take up to 30 minutes. We’ll send you an email when it’s ready.

Step 1: Create your organization

Go to https://app.getpilea.com/ and Sign in with SSO or Create account.
Accept the Terms of Sale and Data Processing Agreement, then click →.
On the next screen, enter your Organization name. This name becomes your workspace name. The URL for your workspace becomes app.getpilea.com.
Enter your company or product website. Pilea uses this to understand your product context during analysis.
Click Create workspace.

SCREENSHOT: The Organization name field with helper text, and the website field.

Step 2: Set Up Personal Identifiable Information (PII) Redaction

PII redaction removes personal details (such as names, emails, phone numbers) from feedback before Pilea analyzes it. It is turned on by default.

Review the Automatically redact PII toggle. It is enabled by default.
Leave it on unless you have a specific reason to disable it. Redaction is free and has no impact on analysis quality.
Click Next.

💡 Tip: Turn off redaction for organization names to see which company each piece of feedback is tied to.

Step 3: Connect a Feedback Source

This is where the insights come from.

Select an integration where you collect customer feedback (Intercom, HubSpot, etc.).
Click the integration tile and follow the setup instructions.
The tile turns green when successfully connected.
Click Next to continue.

SCREENSHOT: Data source screen showing 6 integration tiles.

💡 Tip: You can add more feedback sources on the integrations page later. You can also connect your tool via the Pilea API.

Step 4: Upload Files

Bulk upload files like customer surveys or customer interviews to seed your backlog with existing feedback.

SCREENSHOT: Showing file upload area.

Step 5: Invite Your Team

Enter your colleagues’ email addresses in the invite field and click the + button after each one.
Click Continue when done. Invite teammates later from Settings > Invite team.

Finishing Setup

Pilea will display a loading screen while it sets up your organization, configures your analysis framework, and prepares your workspace. This can take time if you connected a high-volume feedback source. When it’s done, Pilea sends you an email with a link and you’ll land on your workspace dashboard ready to explore.

SCREENSHOT: Loading screen showing “Hold on while we set up your workspace…”.

If your account was created with a temporary password, you’ll be prompted to change it on your first login. Choose a strong password (minimum 8 characters) and you’ll be able to access your workspace immediately after.

Setting up your Pilea workspace