End-to-end recipes that stitch several Squad features together, from raw feedback to a shipped decision.
Each per-feature page has its own focused cookbook. These recipes are the ones that cross the whole
product. They assume you’ve connected at least one source. If not, start with the
Quickstart and Integrations.
Raw feedback to a shipped decision
The full chain, start to finish.
Your weekly triage routine
A repeatable loop built around the dashboard.
Investigate a spike in complaints
Find the theme behind a jump in pain-point feedback.
Turn a quarterly goal into tracked work
Goal, evidence, actions, owners.
Let an agent watch something for you
Configure a trigger, get a report each run.
Trace any decision back to its evidence
Follow a claim down to the original quote.
Bring your own data over the API
POST feedback from a helpdesk, survey tool, or app.
Connect a source (see Integrations) or pipe data in over the
ingestion API. Feedback starts arriving as signals under
Insights → Data Signals (Data signals).
Squad groups signals into clusters
Related signals become clusters, themes like “slow search” or “requests for
SSO” (Signal clusters).
A strong theme becomes an insight
When a theme is strong enough, Squad synthesises it into a scored insight (IN-…). Open it
to read its strength and momentum and the signals behind it.
Squad recommends actions off the insight (Actions). Prioritise them, assign
an owner, and Start the ones with a chat prompt to hand them to the assistant.
Write the decision up
Generate a brief (Briefs). A PRD specs the work. A decision brief makes the
call. Either one cites the evidence automatically.
Make the call
Review the brief on the Dashboard under Briefs to review, choose Build,
Defer, or Research, and Mark decided.
A goal’s Insights tab → an insight’s supporting signals → a
signal’s original quote and source.
Click a reference chip
Anywhere a reference chip like SI-12, IN-4, AC-7, or BR-3 appears, click it to jump
straight to that entity. See Relationships, or ask the
assistant “what’s the evidence behind this?”.
Issuance is not self-service today. Write to
support@meetsquad.ai and say which organisation the key is for.
POST your feedback
From your own system (helpdesk, survey tool, app), POST feedback to /api/v1/signals with a
sensible title and any metadata you want to keep. Everything arriving this way is recorded
against the api source.
Watch it join the pipeline
Ingested signals join the pipeline exactly like integration data. Clustered, scored, and
surfaced as insights, with no further work from you.
No screen in the app mints an API key and no CLI command does either. Step one is the only way to
get one.
When something looks different from yesterday, open the Activity feed. It records every
create, update, and decision across the workspace, by teammates and by Squad itself. Use it to
reconstruct how a goal, insight, or brief got to where it is.
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