Product Segmentation organizes your survey and research data by product to ensure every insight, signal, and recommendation is relevant, accurate, and useful.
Creating a Research Survey Within a Product
Creating a Product
Admins and Editors can create products. To create a new product:
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Click on the ‘+ Create a New Product’ button from your ‘All Products’ dashboard:
Click on ‘+ Create a New Product’ from the product selection menu:
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Enter in your product information.
A product name and URL are required. Be specific rather than generic, as duplicate product names are not allowed.
ProductPlan will analyze your website to learn about your product, target audience, preferences, and pain points. Your AI Research Agent will use this information to make sure insights are tailored specifically to your product.
If this is a product that you will be working on a lot, check the ‘Make Favorite’ box to have this product appear in priority above other products in your list.
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Click on ‘Save New Product’ to add this product into your account. Adding it to your account will mean that this new product appears in your product selection list and has its own workspace.
Switching Between Products
Every product added to your account has its own workspace. That means:
- Research Surveys tagged to that product will appear in its workspace.
- Other Product Intelligence features will appear in its workspace as they are released.
To switch between workspaces:
- Open the product selection menu from your left-side navigation bar.
- Select the product workspace you’d like to view.
Or select ‘All products’ to view information across all the products in your account. - Favorite a product to have it appear in priority in your account product list.
Hover over a product name and click the star to add it to your Favorites. - Use the search bar to filter your product list:
Managing Products
To view and edit your account’s product, click on the gear icon next to the ‘All products’ option in your product selection menu:
In the Manage Products dashboard you can:
- View each product’s name and who created it
- Edit any product’s settings
- Jump to the product’s workspace by clicking the arrow icon
- Search by product name
- Sort by product name
Creating a Research Survey Within a Product
Research Surveys are directly connected to a specific product and will appear in their workspace. To create a new survey:
- Select a product from the product selection menu, or view ‘All products’.
- Click on the ‘+ Create New Survey’ button.
- If you are currently in a product’s workspace, the new survey will be automatically assigned to that product.
If you are in the ‘All products’ workspace, you’ll need to assign a product from the dropdown menu or create a new product. - Finish creating your survey (for help completing a survey, use this overview guide).
The new survey will appear in your account, tagged to that specific product.
FAQs
Do I need to set up a product to keep using Research Surveys?
Yes. Product Segmentation is now the foundation for all of Product Intelligence. You need at least one product workspace to create and run Research Surveys.
What happened to my existing surveys?
If your account already had surveys in Product Intelligence before Product Segmentation was enabled, those surveys were automatically migrated. No action is required. Here is what changed:
- A product workspace was created for each distinct product already associated with your surveys.
- Each survey was assigned to its matching product workspace based on the product context it had at the time it was created.
- Surveys in draft state with no Product URL added were given a Product that matches your account information. You can easily edit this product info from the Manage Products page.
If something looks off, check the ‘All Products’ view where every survey is always visible regardless of workspace assignment, or contact support.
What happened to the Product Context tab in Research Survey creation?
It has been removed. AI context now comes from the product workspace itself, and you no longer need to enter it per survey.
Can I have a survey that covers more than one product?
Not at this time. Each survey belongs to one product workspace. If you need research that spans multiple products, run separate surveys per product and review results from the All Products view.
The Research Agent results for my surveys feel off. What should I check?
Open the product workspace and review the product description. If the URL was not entered correctly during setup, edit it. The Research Agent draws on that description when analyzing responses.
Does Product Segmentation apply to the rest of ProductPlan -- Roadmaps, Strategy, etc.?
Not yet. Product workspaces are scoped to Product Intelligence only. Roadmaps, Strategy, Discovery - Ideas, Initiatives, and Launch continue to work as they do today. As Product Intelligence grows, additional capabilities will be brought into the product workspace experience over time.
Can I delete a product?
Not at this time.
Why can’t I access the Manage Products dashboard?
Only Admins and Editors can add and manage products. Double-check your permissions and ask your workspace owner if you need Admin or Editor access.