Support / Getting started
Setting up your Pilea workspace
Setting up your Pilea workspace takes a couple of minutes. Onboarding is a short, guided flow: you tell Pilea what you’re trying to decide, it recommends an analysis lens and a set of scheduled reports, and you land in a workspace that’s ready for your first feedback source.
Step 1: Sign in
- Go to https://app.getpilea.com/.
- Enter your email, or use Continue with Google, Continue with Microsoft or Continue with GitHub.
- Accept the Terms of Sale and Data Processing Agreement and click Sign in.
- If you used email, you’ll see Check your inbox. Click the verification link in the email to continue. The link is valid for 24 hours.
Step 2: Goal
About you. Enter your first and last name, pick your role and team size, and enter your Company name. This becomes your organization name. Add your Company website and Pilea reads it to understand what you build. Website analysis takes a few seconds and can be skipped.
Your goal. Pick the decision you’re chasing: What to build next, Where customers struggle, What to tell the team or Why deals stall, or describe it in your own words. Everything after this step is tuned to that goal.
Step 3: Set up
Pilea recommends an analysis lens based on your goal and marks it Recommended. Hover any lens to preview how it would sort your feedback, then pick the one that fits how your team thinks: Backlog Management, Jobs to be Done or Pains & Gains, or choose Build your own to define your own categories. See Choosing your analysis framework.
Step 4: Connect
Mark the tools you’d like Pilea to plug into. Nothing is connected at this point; the list is saved so the Integrations page can lead with your tools once you’re in the app.
The Redact personal information (PII) toggle sits on this step. It is on by default and masks names, emails and similar details before Pilea reads anything from these sources. You can fine-tune which categories are redacted later under Settings → PII Redaction. See PII redaction settings.
💡 Tip: You can add more feedback sources on the Integrations page at any time. You can also send feedback via the Pilea API.
Step 5: Reports
Pilea designs a set of scheduled reports from what you told it, with a rendered sample of each so you know what will land in your inbox. They run automatically, spread across the week. In the app you can edit the instructions in plain language, change the cadence, add email recipients or post them to a Slack channel. See Agents, skills, and pulses.
Finishing setup
Pilea shows Setting up your workspace while it creates your organization, applies your preferences and prepares your workspace. You can leave the page; the work continues in the background. When it’s done you land in your workspace.
What to do next
- Connect a feedback source. Go to Integrations in the sidebar. This is where your mentions come from; without it, there’s nothing to analyze. See Choosing your first integration.
- Upload existing feedback. Seed your backlog with surveys, interview transcripts or research from the Context page. See Uploading files and documents.
- Invite your team. Go to Settings → Team. See Inviting your team to Pilea.
First-time login password change
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.
Stuck? Email us — a human answers, usually the same day.