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Documentation Index

Fetch the complete documentation index at: https://docs.monterey.ai/llms.txt

Use this file to discover all available pages before exploring further.

Reforge Insights understands the diverse sources from which you may be collecting feedback. That’s why we offer a seamless integration with Flatfile to simplify the process of importing feedback from spreadsheets directly into Reforge Insights. overview To upload feedback from a CSV file:

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Example CSV

title,description,createdAt,updatedAt,source,sourceId,sourceUrl,rating,customerName,customerEmail,customerCompanyName,customerCompanyDomain,contractValue,tags,customFieldOne,customFieldTwo,customFieldThree
"What I would like","I would like to see better reporting tools","2023-01-15","2023-01-15","SURVEY","abc123","https://survey.example.com/response/abc123",85,"John Doe","john@example.com","Acme Inc","acme.com",50000,"feedback;important","customFieldOneValue","customFieldTwoValue","customFieldThreeValue"
"Dashboard broken","The dashboard is not loading correctly","2023-01-16","2023-01-16","SURVEY","def456","https://survey.example.com/response/def456",70,"Jane Smith","jane@company.org","Company LLC","company.org",75000,"bug;urgent","customFieldOneValue","customFieldTwoValue","customFieldThreeValue"

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Supported Fields

Our CSV import supports a wide range of fields to help you organize and analyze your feedback effectively:
If a column has the header Data Source and contains values like the CSV name (e.g., June Study), that survey name will appear as a navigation item under Snippets.

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Essential Fields

  • Description (required): The main feedback content
  • Unique ID: A unique identifier for each feedback entry (rows with duplicate IDs will be overwritten by the most recent)

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Contact Information

  • Contact Name: Name of the person providing feedback
  • Contact Email: Email address or unique identifier for the contact
  • Contact Unique ID: The ID of the contact in your source system
  • Contact Account Name: The company or account the contact belongs to
  • Contact Account Domain: The domain (e.g., ‘example.com’) of the account
  • Contract Value: The monetary value associated with the account

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Feedback Data

  • Rating: Numerical rating of the feedback (0-100)
  • Created At: When the feedback was originally collected
  • Updated At: When the feedback was last modified
  • Source URL: Link to the original feedback source
  • Tags: Semicolon-separated list of tags (e.g., ‘feature request;bug;pricing’)

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Custom Fields

If your CSV contains additional columns not listed above, you can still import them! During the mapping process, select “Add as new field” to create custom metadata fields that will be attached to your feedback entries.