Savio Knowledgebase

Learn about Savio

How Savio Works

Savio has several key concepts that are important to understand to use it well. In this article you'll learn those key concepts, how they hang together, and why they're important to have in a system that helps you centralize and organize your customer feedback. Read about How Savio Works →

Triaging Feedback

Triaging your saved feedback is a key step to ensure your feedback is organized and useful. In this article you'll learn about how to triage in Savio using your Feedback Inbox. Read about Triaging Feedback →

Managing Users

It's easy to collaborate in Savio. In this article, you'll learn how to add and manage your teammates as users. Read about Managing Users →

Closing the Loop

Closing the customer feedback loop is one of the easiest ways to get your customers to love you. In this article, you'll learn how to close the loop in Savio with just a few clicks. Read about Closing the Loop →

Voting Boards

You can choose to receive public or private feedback from your customers on a voting board in Savio. In this article, you'll learn how to set up a public or private voting board. Read about Voting Boards →

Importing People, Companies, and Attributes

Savio lets you pull in your customers and their attributes from your support tool so you can assign them to feedback and see who is asking for what. In this article, you'll learn how that works. Read about Importing People, Companies, and Attributes →

Connecting Your Support Tool

Savio lets you automatically pull in feedback from Intercom, Help Scout, and Zendesk. In this article, you'll learn why you want to connect your support tool and which integrations Savio supports. Read about Connecting Your Support Tool →

Chrome Extension

Savio's Chrome extension makes it easy to push feedback into Savio from any web-based app. In this article, you'll learn how to use it. Read about Chrome Extension →

Emailing Feedback

It's easy to send feedback from email to Savio. In this article, you'll learn how email and forward feedback directly to your feedback vault. Read about Emailing Feedback →

Integration for Slack

Have a dedicated feedback channel in Slack? In this article, you'll learn how to automatically push messages from Slack to your Savio feedback vault and how to automatically post feedback updates into a Slack channel. Read about Integration for Slack →

Creating Feedback Templates

Feedback templates can help your teams submit feedback in a more consistent way. In this article you'll learn how to set them up. Read about Creating Feedback Templates →

Tips for Triaging Effectively

Triaging your feedback—making sure it’s clear and assigned to the correct feature request—is one of the most important steps in an effective feedback collection system. Here are tips from the feedback experts at Savio to help you set up a system that works for you. Read about Tips for Triaging Effectively →

Managing Custom Attributes

Custom attributes are the engine behind segmenting your feedback data so you can be smart about how you prioritize your feature requests. In this article, you'll learn how to manage your custom attributes so their relevant to your business. Read about Managing Custom Attributes →

Saved Filters

Savio has a number of saved filters to make it easy to find and prioritize customer feedback and feature requests. In this article, you'll learn what they do, how to use them, and how to save your own. Read about Saved Filters →

Hubspot Integration

Your Sales team probably gets lots of feedback about your product from prospective customers and lost deals. Make it easy for them to capture that feedback with the Hubspot CRM integration in Savio. In this article, you'll learn how connect Hubspot to Savio and set up feedback automations. Read about Hubspot Integration →

Importing Historical Data

Switching to Savio from another platform? Not to worry—we can import the feedback and feature requests from your previous system. In this article, you'll learn how to help us help you bring in your data from another feedback tool. Read about Importing Historical Data →

Using Savio's API

Savio’s API lets you access and update your feedback data programmatically. In this article, you'll get a high-level look at why you’d use the API and what you can do with it. Read about Using Savio's API →

Setting “Feedback From”

The “Feedback From” attribute lets you find feature requests from customers at different stages in the SaaS customer lifecycle. In this article, you'll learn how to set it. Read about Setting “Feedback From” →

Exporting Your Data

Savio lets export your feedback data to a .csv file for easier reporting and feature scoring. In this article, we'll explain how to export to .csv. Read about Exporting Your Data →

Feature Request Details Page

When you’re prioritizing and designing a feature, start by understanding what your customers need. You can do that right from the feature request details page. In this article, you'll learn how to find the feature request details page and how to use it. Read about Feature Request Details Page →

Setting Up Savio

Savio makes it really easy to collect and organize your feedback so that you can make better product decisions. If you’re trying out Savio, we suggest using your first 5 minutes to do these things: collect feedback, organize it, and use it to prioritize your feature requests. In this article, we'll give you a quick start guide to your first 5 minutes using Savio. Read about Setting Up Savio →

How To Be Successful with Savio

One great—and common—question we get from our new Savio users is this: How can I get the most out of Savio? In this article, we provide a quick start guide to getting set up and making the most out of Savio's features. Read about How To Be Successful with Savio →

The Four Problems Savio Solves

Savio solves four main problems: feedback everywhere, disorganized feedback, difficulty prioritizing feature requests, and letting your customers know when you build a feature they wanted. In this article, we explain how Savio solves each of those problems. Read about The Four Problems Savio Solves →

Segment Integration

Segment is a powerful tool for collecting and maintaining data on your customers. If you use Segment, it’s easy to connect it to Savio so you can link your customer data with the feedback they give you. In this article, you'll learn how connect Savio to Segment. Read about Segment Integration →

Help Scout Integration

If you use Help Scout as your support tool, you're probably receiving feedback through it from your customers. In this article, you'll learn how connect Help Scout to Savio so you can send keep that feedback in one place and organize it. Read about Help Scout Integration →

Zendesk Integration

If you use Zendesk as your support tool, you're probably receiving feedback through it from your customers. In this article, you'll learn how connect Zendesk to Savio so you can send keep that feedback in one place and organize it. Read about Zendesk Integration →

Intercom Integration

If you use Intercom as your support tool, you're probably receiving feedback from your customer in it. In this article, you'll learn how connect Intercom to Savio so you can send keep your feedback in one place and organize it. Read about Intercom Integration →

Salesforce Integration

Your Sales team need to be connected to your feedback system. Make it easy for them with the Salesforce CRM integration in Savio. In this article, you'll learn how connect Salesforce to Savio. Read about Salesforce Integration →

Customizing Feature Request List Columns

You can customize the list columns on the Feature Request page in your Savio Vault. In this article, we'll show you how. Read about Customizing Feature Request List Columns →

Customizing Feature Request and Feedback Attributes

Feature request and feedback attributes, like “Status”, “Priority”, “Effort”, and "Products", help keep your keep your Savio vault They have come pre-loaded with several options, but you can customize them to fit how your team works. In this article, we'll show you how. Read about Customizing Feature Request and Feedback Attributes →

Moving Feedback

Savio helps you keep your feedback organized. What if you need to move a piece of feedback to a different feature request? Easy—it's just a few clicks. In this article, we show you how to do it. Read about Moving Feedback →

Savio's Integrations and Their Features

Savio integrates with a ton of the tools you already use. Learn more about these integrations and their features. In this article, we list the main integrations and explain what they do. Read about Savio's Integrations and Their Features →

Daily Digest Email

Savio sends you a daily email when you have new feedback so that you can stay up-to-date on what your customers are saying. In this article, you'll learn about the Digest and how to change its settings. Read about Daily Digest Email →

Running a Product Meeting

You can use Savio to help you run your Product meeting. In this article, you'll learn how. Read about Running a Product Meeting →

Zapier Integration

Savio connects to a ton of tools, but we don’t have native integrations with everything (yet!). To connect Savio to tools for which there isn’t a native integration, you can use Zapier. In this article, we’ll explain why you might want to set up the Zapier integration and how to do it. Read about Zapier Integration →

Voting on Behalf of (VOBO)

Savio’s voting boards allow your customers to provide feedback directly on your website. However, sometimes your customers aren’t on your site—they’re speaking with your team. In those cases, your team members may want to add a vote to the voting board on behalf of the customer or prospect they were speaking to. In this article, we show you how to do that. Read about Voting on Behalf of (VOBO) →

Single Sign-On

Savio's voting boards and feedback forms are public by default, but you can set up Single Sign-On (SSO) so your users can access a private voting board of feedback form by authenticating against your app. This allows them to access the board and form without creating a Savio account. In this article, we explain how to set SSO up. Read about Single Sign-On →

Configuring Voting Board Access

Savio's voting boards are public by default, but you can configure them for different kinds of access. In this article, we explain four different access options, when you would use them, and how to set them up. Read about Configuring Voting Board Access →

Using Feedback Forms

Savio’s feedback forms let you collect customer feedback and feature requests through a web form. You can easily link to your feedback forms from your website, app, email, and more. In this article, we’ll explain how to set up and use feedback forms. Read about Using Feedback Forms →

The My Feedback Page

The “My Feedback” page is a feature that is attached to Savio’s feedback forms. It shows your customers the feedback they have submitted and the status of each piece of feedback. In this article, we’ll explain how the page works. Read about The My Feedback Page →

Using Tags

Tags are pieces of metadata that you can attach to feedback and feature requests. They help you find and group together feedback and feature requests that are similar to each other. In this article, we’ll explain how to create tags and apply them to feedback and feature requests. Read about Using Tags →

Filtering Feedback and Feature Requests

Savio lets you slice and dice your feature requests and feedback so you can easily see which of your customers want which features. In this article, we’ll explain how to use filters to organize and find pieces of feedback and feature requests. Read about Filtering Feedback and Feature Requests →

Jira Integration

Want feature request status to update automatically after it’s in Jira? Use Savio’s Jira integration. In this article, we’ll explain why you’d want to set up the Jira integration and how to do it. Read about Jira Integration →

Shortcut Integration

Want feature request statuses to update automatically after they’re in Shortcut? Use Savio’s Shortcut integration. In this article, we’ll explain why you’d want to set up the Shortcut integration and how to do it. Read about Shortcut Integration →

Using the Zendesk App

Want your CX team to be able to send feedback directly to feature requests in Savio from Zendesk? Now they can with Savio’s Zendesk App. In this article, we’ll explain how to set up the Zendesk app and how to use it. Read about Using the Zendesk App →