# ClosedLoop AI - [ClosedLoop AI](https://closedloop.sh/docs/index.md): Connect customer conversations and product behavior, turn them into traceable product insights, and prioritize what matters. - [Quickstart](https://closedloop.sh/docs/quickstart.md): Connect Gong, inspect your first source-backed product insight, create a Watch, and review future matches in the ClosedLoop AI Inbox. - [Find and validate product evidence](https://closedloop.sh/docs/guides/find-product-evidence.md): Narrow product insights and context, then trace each finding back to the customer and original source before acting. - [Monitor a topic with a Watch](https://closedloop.sh/docs/guides/watches-and-inbox.md): Turn a filtered Insights or Context view into recurring personal Inbox matches, then review and act on new evidence. - [Prioritize product work with Roadmap](https://closedloop.sh/docs/guides/opportunities.md): Use recurring Themes, source evidence, customer impact, and Roadmap coverage to decide what deserves attention. - [Investigate product behavior](https://closedloop.sh/docs/guides/behavior.md): Review meaningful changes in product use and, when available, compare them with related customer feedback. - [Understand a customer](https://closedloop.sh/docs/guides/customers.md): Review one customer's product evidence, account summary, people, deals, retention risks, and source-backed product insights in a single profile. - [Configure your workspace](https://closedloop.sh/docs/guides/company-settings.md): Set domains, products, competitors, customer segments, and AI context so ClosedLoop AI interprets evidence in the right business context. - [The product decision loop](https://closedloop.sh/docs/concepts/pipeline.md): How ClosedLoop AI helps teams move from customer evidence to product decisions, delivery, and learning. - [Evidence: Insights, Context, and Behavior](https://closedloop.sh/docs/concepts/insights.md): The three evidence lenses in ClosedLoop AI, what each answers, and why product teams use them together. - [From evidence to Roadmap](https://closedloop.sh/docs/concepts/opportunities.md): How ClosedLoop AI separates recurring customer demand from planned work so teams can prioritize problems before solutions. - [Business impact and customer context](https://closedloop.sh/docs/concepts/customer-intelligence.md): How ClosedLoop AI connects product evidence to customers, buying decisions, adoption, retention, and revenue context. - [Glossary](https://closedloop.sh/docs/glossary.md): Learn the ClosedLoop AI terms used for product insights, evidence, customers, Themes, Features, Roadmap, Watches, Context, Behavior, and MCP. - [Choose a data source](https://closedloop.sh/docs/integrations/data-sources.md): Choose integrations by the role they play: product evidence, customer context, roadmap context, product behavior, or webhook ingestion. - [Webhook ingestion](https://closedloop.sh/docs/integrations/webhooks.md): Review availability, signing requirements, secret rotation, support-assisted provisioning, and verification for ClosedLoop AI webhook ingestion. - [Gong](https://closedloop.sh/docs/integrations/gong.md): Pipe every Gong call into ClosedLoop AI to find feature requests, competitor mentions, and the objections that lose deals, each tied to the customer. - [Fireflies.ai](https://closedloop.sh/docs/integrations/fireflies.md): Pipe every Fireflies meeting into ClosedLoop AI: discovery, customer success, user research, internal. Insights tied to the quote, customer, and call. - [Google Meet](https://closedloop.sh/docs/integrations/google-meet.md): Auto-ingest Google Meet recordings into ClosedLoop AI. Every demo, customer call, and user interview becomes scored product insights, no bot required. - [Email capture](https://closedloop.sh/docs/integrations/email-capture.md): Forward selected customer emails and supported documents to a private address, then turn them into traceable product insights. - [Slack](https://closedloop.sh/docs/integrations/slack.md): Mine Slack for product feedback: customer-shared channels, internal sales chatter, support escalations. Threads become scored insights, no copy-paste. - [Ada](https://closedloop.sh/docs/integrations/ada.md): See what users asked your AI agent that it couldn't answer, what they escalated, and which questions repeat. Ada conversations as product insights. - [Intercom](https://closedloop.sh/docs/integrations/intercom.md): Turn Intercom conversations into product insights with ClosedLoop AI: pain points, feature requests, and churn risks extracted and scored automatically. - [Typeform](https://closedloop.sh/docs/integrations/typeform.md): Pipe Typeform responses into ClosedLoop AI: NPS scores, churn surveys, beta feedback. Open-ended answers become themed insights you can query. - [LangSmith](https://closedloop.sh/docs/integrations/langsmith.md): Connect your LangSmith workspace to ClosedLoop AI with a service key or personal access token, verified at connect time against your US or EU region. - [Planhat](https://closedloop.sh/docs/integrations/planhat.md): Connect your Planhat workspace to ClosedLoop AI with an API token, verified against your Planhat cluster at connect time so mistakes surface immediately. - [HubSpot](https://closedloop.sh/docs/integrations/hubspot.md): Sync HubSpot accounts, deals, and lifecycle stages so every insight knows whose deal is at stake, what tier they're on, and which segment they belong to. - [Salesforce](https://closedloop.sh/docs/integrations/salesforce.md): Sync Salesforce accounts, contacts, opportunities and support records so every product insight carries the customer behind it and the revenue at stake. - [Microsoft Dynamics 365](https://closedloop.sh/docs/integrations/dynamics-365.md): Sync Dynamics 365 CRM accounts, contacts, opportunities, cases, and owners from Dataverse so product insights carry revenue and customer context. - [Linear](https://closedloop.sh/docs/integrations/linear.md): Sync your Linear roadmap into ClosedLoop AI: initiatives, projects, and issues connect to customer demand so you see what customers ask for by feature. - [Productboard](https://closedloop.sh/docs/integrations/productboard.md): Sync your Productboard roadmap into ClosedLoop AI: products, features, and releases connect to customer demand and the insights behind each request. - [Asana](https://closedloop.sh/docs/integrations/asana.md): Sync your Asana roadmap into ClosedLoop AI: portfolios, projects, and tasks connect to customer demand so planned work is grounded in real evidence. - [Jira](https://closedloop.sh/docs/integrations/jira.md): Sync your Jira roadmap into ClosedLoop AI: projects, epics, and issues connect to customer demand so you can see the evidence behind planned work. - [GitHub](https://closedloop.sh/docs/integrations/github.md): Sync your GitHub roadmap into ClosedLoop AI: Projects boards, milestones, and issues connect to customer demand and the insights behind each feature. - [Microsoft Teams Notifications](https://closedloop.sh/docs/integrations/microsoft-teams-notifications.md): Get ClosedLoop AI alerts inside Microsoft Teams: new feature requests, customer escalations, weekly digests, delivered to the channels your team lives in. - [Troubleshoot an import in Data Log](https://closedloop.sh/docs/guides/data-log.md): Use Data Log to confirm whether supported source data reached ClosedLoop AI, interpret processing states, and troubleshoot missing product evidence. - [MCP Overview](https://closedloop.sh/docs/mcp-server/overview.md): Connect ClosedLoop AI's MCP to Claude Code, Claude Desktop, Cowork or Cursor and query product insights, Themes, and customer evidence. - [Tools Reference](https://closedloop.sh/docs/mcp-server/tools.md): Reference for every MCP tool in ClosedLoop AI: query product insights, Context, customers, Themes, and competitive intelligence from your AI dev agent. - [Prompts](https://closedloop.sh/docs/mcp-server/prompts.md): MCP prompts are slash commands the server ships to your agent. Right now there is one: prd, which writes a PRD from real customer evidence. - [Skills Overview](https://closedloop.sh/docs/skills/overview.md): Pre-built skills for Claude Code, grouped by the team they serve: product, engineering, sales, marketing, leadership, and customer success. - [Deep Dive](https://closedloop.sh/docs/skills/deep-dive.md): Reads every quote, affected customer and CRM record on a single topic, then reports what the underlying problem behind them actually is. - [PM Prep](https://closedloop.sh/docs/skills/pm-prep.md): A brief before a customer call: what they have asked for, what is currently broken for them, and the questions worth asking on the call. - [Scope Guard](https://closedloop.sh/docs/skills/scope-guard.md): Checks a spec against what customers actually asked for, and reports what is missing, what was invented, and what is already solved. - [Synthetic Customer](https://closedloop.sh/docs/skills/synthetic-customer.md): Role-plays one of your customers, grounded only in what they have actually said, so you can test an idea before booking a real call. - [Competitor Gap](https://closedloop.sh/docs/skills/competitor-gap.md): Which competitors your customers mentioned, what they said, and whether mentions are rising or falling. From calls and tickets, not desk research. - [Product Ambassadors](https://closedloop.sh/docs/skills/product-ambassadors.md): Finds the customers worth inviting to shape a feature: detailed feedback, genuinely engaged, and not the same three names again. - [Product Ambassador Outreach](https://closedloop.sh/docs/skills/product-ambassador-outreach.md): Drafts the invitation to a customer you want in a research session, beta or design review, referencing the feedback that qualified them. - [Technical Spec](https://closedloop.sh/docs/skills/spec.md): Writes a technical spec in Google's design-doc format: context, goals, the design, and the alternatives you considered and rejected. - [Bug Blast Radius](https://closedloop.sh/docs/skills/bug-blast-radius.md): How many customers reported a bug, which ones they are, the revenue behind them, and whether the reports are still coming in today. - [Sales Playbook](https://closedloop.sh/docs/skills/sales-playbook.md): How to run the conversation on one topic: the pain in their words, what the workaround costs them, and the objections to expect. - [Sales Proof](https://closedloop.sh/docs/skills/sales-proof.md): Ranked packets of evidence for a prospect's concern: which customers raised the same thing, what they said, and what changed for them. - [Reference Customers](https://closedloop.sh/docs/skills/reference-customers.md): Finds customers who could take a reference call for a specific prospect, and ranks them so the same three names are not asked every single time. - [Customer Proof](https://closedloop.sh/docs/skills/customer-proof.md): Finds customers who said something quotable about your product, with their exact words and the call or support ticket they said it in. - [Customer Proof Outreach](https://closedloop.sh/docs/skills/customer-proof-outreach.md): Drafts the permission request to a customer whose words you want to use publicly, referencing what they said and where they said it. - [Case Study Scout](https://closedloop.sh/docs/skills/case-study-scout.md): Finds customers who could carry a case study: the ones who described a real, measurable outcome in their own words, on the record. - [Proof Permissions](https://closedloop.sh/docs/skills/proof-permissions.md): Records who agreed to be quoted publicly, in what form and when, so the answer to "are we allowed to use this?" is written down, not remembered. - [Weekly Brief](https://closedloop.sh/docs/skills/weekly-brief.md): Everything that happened in your customer feedback last week, read in full and summarised into something you can scan in a minute. - [CSM Prep](https://closedloop.sh/docs/skills/csm-prep.md): A one-screen brief before a customer call: their open risks, what changed since you last spoke, and any promise still outstanding on your side. - [Ship Notify](https://closedloop.sh/docs/skills/ship-notify.md): Finds every customer who asked for the thing you just shipped, and drafts the note telling them, referencing what each one originally said. - [Watch](https://closedloop.sh/docs/skills/watch.md): Sets up an alert that fires when something in your customer feedback crosses a threshold you name, delivered to Slack, Teams or email. - [Send Feedback](https://closedloop.sh/docs/skills/send-feedback.md): Reports a wrong or confusing ClosedLoop AI answer to the team, from wherever you noticed it, with the surrounding context attached to it. - [API reference](https://closedloop.sh/docs/api-reference/introduction.md): Programmatic REST access to your ClosedLoop AI product insights, themes, customers, and analytics. Region-scoped /v1 endpoints with API key auth. - [Conventions](https://closedloop.sh/docs/api-reference/conventions.md): How the ClosedLoop AI REST API behaves across every endpoint: authentication, pagination, error shapes, rate limits, and timestamp formats. - [List / search insights](https://closedloop.sh/docs/api-reference/insights/list-search-insights.md): Search processed product insights by customer, severity, product scope, date, or text, with offset or fixed-watermark incremental pagination. - [Get an insight](https://closedloop.sh/docs/api-reference/insights/get-an-insight.md): Full insight detail with evidence: pain point, workaround, competitor gap, willingness to pay, feature area, product associations, and the verbatim quote. - [List products](https://closedloop.sh/docs/api-reference/products/list-products.md): Current product vocabulary for the authenticated team. Draft and active products are returned by default. Use these immutable IDs with `product_id` filters. - [List product and feature areas](https://closedloop.sh/docs/api-reference/products/list-product-and-feature-areas.md): List active product and feature areas with all-time insight totals and earliest feedback dates, or include archived areas when needed. - [Check evidence coverage](https://closedloop.sh/docs/api-reference/analytics/check-evidence-coverage.md): Check whether a product or area scope has enough evidence for reliable analysis, including coverage dates and windowed insight totals. - [Time-series trends](https://closedloop.sh/docs/api-reference/analytics/time-series-trends.md): Zero-filled time series for a metric over a window. Carries a `feedback_since` coverage boundary so early empty buckets aren't misread as "zero activity". - [Facet counts](https://closedloop.sh/docs/api-reference/analytics/facet-counts.md): Available filter values and their counts over the full dataset (categories, severities, sources). Useful for building filter UIs. - [List / search themes](https://closedloop.sh/docs/api-reference/themes/list-search-themes.md): List or search top-level product themes by status, product scope, evidence date, or meaning, with deterministic sorting and pagination. - [Get a theme](https://closedloop.sh/docs/api-reference/themes/get-a-theme.md): Get one product theme with its severity breakdown, affected customers, supporting insights, buildable features, and merge destination. - [List / search features](https://closedloop.sh/docs/api-reference/features/list-search-features.md): List or search buildable features by theme, product, area, status, or text, with scoped evidence counts and deterministic sorting. - [Get a feature](https://closedloop.sh/docs/api-reference/features/get-a-feature.md): Feature detail with its evidence: severity breakdown, affected customers, and top supporting insights. - [List / search customers](https://closedloop.sh/docs/api-reference/customers/list-search-customers.md): Customers who gave feedback, with CRM context (plan, ARR, active/churned) and **account-family** hierarchy: a parent account and its child properties. - [Get a customer](https://closedloop.sh/docs/api-reference/customers/get-a-customer.md): Get one customer profile with its account summary, product insights, churn state, deals, people, and chronological activity timeline. - [List customer context](https://closedloop.sh/docs/api-reference/context/list-customer-context.md): List strategic customer context such as churn reasons, competitor mentions, and satisfaction, filtered by customer, type, or date. - [List / search competitors](https://closedloop.sh/docs/api-reference/competitors/list-search-competitors.md): List competitors mentioned by customers, including pressure trends and direction, with name search and links to the underlying evidence. - [Search competitor mentions](https://closedloop.sh/docs/api-reference/competitors/search-competitor-mentions.md): Search verbatim competitor mentions by competitor, customer, text, or date, with source details and newest evidence returned first. - [List integrations](https://closedloop.sh/docs/api-reference/integrations/list-integrations.md): List the data-source integrations connected to the current ClosedLoop AI team, including each integration's configuration and sync status. - [Get an integration](https://closedloop.sh/docs/api-reference/integrations/get-an-integration.md): Get one connected data-source integration for the current ClosedLoop AI team, including its configuration, state, and synchronization status. - [List usage records](https://closedloop.sh/docs/api-reference/usage/list-usage-records.md): List ClosedLoop AI credit-consumption records for the current team, filtered by date and returned with pagination for billing transparency. - [Health check](https://closedloop.sh/docs/api-reference/meta/health-check.md): Check whether the ClosedLoop AI API is reachable and ready to accept requests; this public liveness endpoint requires no authentication. - [Manage your team](https://closedloop.sh/docs/account/team-management.md): Invite teammates, assign roles, adjust granular permissions, transfer workspace ownership, and verify member access in a ClosedLoop AI workspace. - [API Keys](https://closedloop.sh/docs/account/api-keys.md): Create and manage ClosedLoop AI API keys for the /v1 REST API: team-scoped and region-scoped, sent as the X-API-Key header on every request. - [Set up machine-to-machine MCP access](https://closedloop.sh/docs/account/mcp-service-clients.md): Set up secure machine-to-machine MCP access from an internal AI gateway or backend workload to ClosedLoop AI using OAuth client credentials. - [Billing and credits](https://closedloop.sh/docs/account/billing.md): Reference for how ClosedLoop AI measures credits and where to find current plan, usage, payment, and invoice details. - [Okta](https://closedloop.sh/docs/integrations/okta.md): Connect Okta to ClosedLoop AI for OIDC SSO, SCIM provisioning, Universal Logout, and role entitlements. - [Okta OIDC SSO](https://closedloop.sh/docs/integrations/okta-oidc-sso.md): Configure Okta OIDC SSO for ClosedLoop AI, including just-in-time provisioning, regional endpoints, Universal Logout, verification, and troubleshooting. - [Okta SCIM Provisioning](https://closedloop.sh/docs/integrations/okta-scim-provisioning.md): Configure Okta SCIM provisioning for ClosedLoop AI, including users, Group Push, imports, role entitlements, attribute mappings, and verification. - [Google Workspace SSO](https://closedloop.sh/docs/integrations/google-workspace-sso.md): Connect Google Workspace to ClosedLoop AI with SAML SSO, just-in-time provisioning, region-aware setup values, testing, and troubleshooting. - [Microsoft Entra ID](https://closedloop.sh/docs/integrations/microsoft-entra-id.md): Connect Microsoft Entra ID to ClosedLoop AI with SAML SSO, SCIM user and group provisioning, role mapping, recovery, and rollout testing. - [List ClosedLoop AI as a vendor](https://closedloop.sh/docs/guides/vendor-listing.md): Copy the legal entity, data residency, processing, and policy link details your security or privacy team needs to list ClosedLoop AI as a vendor. ## OpenAPI Specs - [openapi](/docs/api-reference/openapi.yaml)