Getting Started

Quick Start Guide

Welcome to Lexsis AI! This guide will walk you through setting up your account, connecting integrations, and creating your first product to start analyzing customer feedback.

What You'll Accomplish

By the end of this guide, you'll have:

• Set up your Lexsis AI account (if you're an admin)

• Invited team members to your workspace

• Connected your first integration

• Created your first product

• Started collecting and analyzing customer feedback

Prerequisites

• Admin access: If you're setting up a new organization, you'll need to contact the Lexsis team first

• Access credentials: For integrations you want to connect (app IDs, API keys, etc.)

Step 1: Creating Your Account (Admin)

If you're an administrator setting up a new organization:

Contact the Lexsis Team

1. Reach out to the Lexsis team to request account setup

2. The Lexsis team will:

   • Create your user account

   • Set up your organization (tenant)

   • Perform initial configuration

   • Provide you with access credentials

After Initial Setup

Once the Lexsis team completes the setup:

• You'll receive access to your Lexsis AI account

• You'll be set as the organization admin

• Your workspace will be ready for configuration

Accessing Your Account

• Log in using the credentials provided by the Lexsis team

• You'll land on your dashboard where you can start configuring your workspace

Step 2: Inviting Team Members (Admin)

As an admin, you can invite other users to your workspace.

How to Invite Users

1. Navigate to the Users or Team section in your dashboard

2. Click "Invite User" or similar

3. Enter the user's email address

4. Select the user's role and permissions

5. Send the invitation

User Roles and Permissions

• Admin: Full access to all features, can manage users and settings

• Editor: Can create and manage products, integrations, and analyze data

• Viewer: Can view analytics and insights, but cannot make changes

Managing Team Members

• View all team members and their roles

• Update user permissions as needed

• Remove users from your workspace

Step 3: Setting Up Integrations

Setting up integrations is easy and straightforward.

Overview

Integrations connect Lexsis AI to your data sources (app stores, email, support systems, etc.) to automatically collect customer feedback.

Available Integrations

Lexsis AI supports integrations with:

• App Stores: Google Play Store, Apple App Store

• Email: Gmail, Outlook (coming soon)

• Support Systems: Zendesk, Intercom (coming soon)

• Social Media: Reddit, Twitter (coming soon)

Quick Setup Process

1. Navigate to the Integrations section in your dashboard

2. Browse available integrations

3. Select the integration you want to connect

4. Provide the required configuration:

   • For app stores: App ID, country, language settings

   • For email: OAuth credentials

   • For support systems: API tokens

5. Connect the integration

6. Feedback will start syncing automatically

For detailed setup instructions for specific integrations, see the Integrations documentation.

Step 4: Creating Your First Product

A product (also called an entity) represents the application, service, or project you want to collect feedback for.

What is a Product?

A product is the primary organizational unit in VOCx. Examples include:

• A mobile app (iOS or Android)

• A web application

• An API service

• A SaaS product

Each product can have:

• Multiple integrations (sources of feedback)

• Its own taxonomy (hierarchical structure of features)

• Its own classification configuration

How to Create a Product

1. Navigate to the Products section in your dashboard

2. Click "Create Product" or "Add Product"

3. Provide product details:

   • Name: A descriptive name (e.g., "Mobile App", "Web Platform")

   • Description: Optional description of your product

   • Logo: Optional product logo

   • URL: Optional product URL

4. Save the product

Product Configuration

After creating a product, you can:

• Set up taxonomy: Define your product's hierarchical structure (platforms, features, areas)

• Configure classifications: Customize how feedback is classified

• Connect integrations: Link data sources to this product

Setting Up Product Taxonomy

A taxonomy organizes your product into platforms and features, helping VOCx classify feedback accurately.

For detailed instructions on creating a taxonomy, see the Product Taxonomy documentation.

Step 5: Start Collecting and Analyzing

Once you've set up integrations and created a product, feedback will start flowing into Lexsis AI.

How Feedback Flows

1. Collection: Integrations automatically fetch new feedback from connected sources

2. Processing: Feedback is automatically:

   • Segmented into individual points

   • Classified by intent, priority, sentiment, and product area

   • Grouped into buckets for analysis

3. Analysis: Analytics are computed automatically for each bucket

Viewing Your First Insights

1. Navigate to your product dashboard

2. View feedback organized by:

   • Buckets: Grouped similar feedback

   • Segments: Individual feedback points

   • Analytics: Volume, sentiment, trends, and business impact

3. Filter by:

   • Product area (using your taxonomy)

   • Intent (bug, feature request, etc.)

   • Priority level

   • Sentiment

   • Time period

Next Steps for Analysis

• Explore buckets: See what customers are talking about most

• Filter by product area: Focus on specific features or platforms

• Track trends: Monitor how feedback changes over time

• Prioritize improvements: Use priority and business impact metrics

• Use Natural Language Querying: Ask questions in plain English

Next Steps

Now that you're set up, explore these resources:

• Key Concepts - Learn the terminology used throughout Lexsis AI

• Product Taxonomy - Learn how to structure your product taxonomy

• Integrations Setup - Connect more data sources

• VOCx Guide - Deep dive into Voice of Customer Analytics

• Use Cases - See real-world examples

Need Help?

• Check out our FAQ section for common questions

• Contact the Lexsis team for support

• Review the Key Concepts to understand terminology

Happy analyzing!