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Quickstart

Start experiencing Cardinal in under 5 minutes

Connect your CRM

Connect Salesforce, HubSpot or Attio - it will allow Cardinal to know your customers and match their conversations to features and requests

Add some features and ideas

You can import from JIRA, Linear, Shortcut, Notion, a CSV or add a few features the teams are working on right now. The more you add, the better Cardinal will be at suggesting and prioritizing.

Connect CS and Sales Tools (Gong, Zoom, Clari, Intercom, Zendesk, Slack)

Connect the tools in which customers request features from you. AI will start bringing in and extract features from those conversations automatically and suggest connecting them to existing ideas.

Link a feedback item or a company to a feature

Go to a feature/idea and add a company at the table at the bottom indicating it want this feature to be made. Easy.

Accept an AI Suggestion

In Feedback: you’ll see a purple AI suggestion for features mentioned and requested.
In prioritization: you’ll see a purple Impact Area and Initiative suggested. Hover over and “Accept” or “Remove Suggestion”. AI gets better the more you do that!

Invite your teammates

Go to the the dashboard and click “invite members”. They will be able to see and contribute to the features and ideas you have added.

Schedule an onboarding call with Wiz, Cardinal's CEO

we’d love to meet you, answer any questions you might have and show you around. Schedule an onboarding call

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Responses are generated using AI and may contain mistakes.

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  • Documentation
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    • Introduction
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    • Salesforce
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    Conversation Intelligence
    • Overview
    • Gong
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    • Grain
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    • Zapier
    Support Ticketing
    • Intercom
    • Zendesk
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    • Jira
    • Linear
    • Shortcut
    Chat & Messaging
    • Slack

    Quickstart

    Start experiencing Cardinal in under 5 minutes

    Connect your CRM

    Connect Salesforce, HubSpot or Attio - it will allow Cardinal to know your customers and match their conversations to features and requests

    Add some features and ideas

    You can import from JIRA, Linear, Shortcut, Notion, a CSV or add a few features the teams are working on right now. The more you add, the better Cardinal will be at suggesting and prioritizing.

    Connect CS and Sales Tools (Gong, Zoom, Clari, Intercom, Zendesk, Slack)

    Connect the tools in which customers request features from you. AI will start bringing in and extract features from those conversations automatically and suggest connecting them to existing ideas.

    Link a feedback item or a company to a feature

    Go to a feature/idea and add a company at the table at the bottom indicating it want this feature to be made. Easy.

    Accept an AI Suggestion

    In Feedback: you’ll see a purple AI suggestion for features mentioned and requested.
    In prioritization: you’ll see a purple Impact Area and Initiative suggested. Hover over and “Accept” or “Remove Suggestion”. AI gets better the more you do that!

    Invite your teammates

    Go to the the dashboard and click “invite members”. They will be able to see and contribute to the features and ideas you have added.

    Schedule an onboarding call with Wiz, Cardinal's CEO

    we’d love to meet you, answer any questions you might have and show you around. Schedule an onboarding call

    Assistant
    Responses are generated using AI and may contain mistakes.

    Was this page helpful?

    twitterlinkedin
    Powered by Mintlify