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
Managing Products
Admins can create products, assign members and teams, and set permission levels that govern who can view or edit work within each product.
Product Permissions are managed by Admins only. If you are an Admin, you can access Manage Products from the left navigation sidebar. If you are a non-admin user, you will see only the products you have been granted access to. To view and edit your account’s products, click on the gear icon next to the ‘All products’ option in your product selection menu:
This page displays all products in the account in a list view, with the following columns:
- Product: the product name and owner
- Surveys: the number of Research Surveys associated with the product; click to open the Research Surveys Dashboard for that product
- Members: list of users with access to this product; click to manage permissions
Creating a Product
Admins 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.
Member Access + Permissions
To manage access for a product, click the member avatar stack in the Members column. This opens the Manage Members modal, which is divided into two sections.
Granting Access
- Company Access controls the default level of access for all users in your account. Options are:
- Admins only: only admins can access this product's content. This is default and cannot be removed.
- Can view: all users in the account can view this product's content.
- Can edit: all users in the account can view this product’s content and all editors can edit this product's content.
- Members & Teams allows you to grant specific users or teams individual access levels, separate from the Company Access setting. To add a member or team:
- Adding a team applies the view or edit access to all users who are a member of the team, managed in Account Settings > Teams
- Adding a team and an individual user within that team will adhere to the widest permissions provided.
For example, if Team A is given view access to Product #1 and User A on Team A is given individual edit access, the user will be given editing privileges in adherence to their individual permissions. Alternatively, if Team A is given edit access to Product #1 and User A on Team A is given individual view-only access, the user will be given editing privileges in adherence to the wider team permissions.
- Use the "Add members or teams" search field to find a user or team
- Select a permission level: View or Edit
- Click 'Add' to confirm
Removing Access
To remove a member or team, click Remove next to their name. A confirmation dialog will appear asking you to confirm before access is revoked. Removed users can be re-invited at any time.
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 Form’ 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 can add and manage products. Double-check your permissions and ask your workspace owner if you need Admin access.
Who can create and manage products?
Only admins can create new products, edit product details, and manage member permissions. Non-admin users can view and switch between products they have been granted access to, but cannot modify permissions or create new products.
What does "Company Access" control?
The Company Access setting determines the default level of access for all users in your account. If set to Admins only, only admins can see the product's content. If set to Can view or Can edit, all users in the account will have that level of access, regardless of whether they've been individually added as members.
Individual member permissions can be set in addition to (or instead of) a Company Access level.
What happens when I remove a member from a product?
Removing a member revokes their individual access to that product. A confirmation dialog will appear before the removal is finalized. You can re-invite them at any time using the "Add members or teams" field in the Manage Members modal.
Can I assign teams to a product, or only individual users?
Yes, both individual users and teams can be added as members of a product via the Manage Members modal.
What permission levels are available for individual members?
Individual members and teams can be granted either view or edit access to a product. Admins always have full access regardless of their individual permission setting.
Is there a limit to how many products I can create?
There is no limit, however be mindful that this is an organization and permissions mechanism, and being intentional about your structure goes a long way.
Do I need to save anything when adding a new user to a product?
There is a confirmation button required to officially add a new individual or team to a product. In order to add a new individual or team, you must confirm the selection of “Can view” or “Can edit” by selecting the blue Add button in the bottom right corner.
Modifications to existing access members or teams are made immediately, not requiring admins to hit the “Done” button to enforce changes.