# Reforge Insights ## Docs - [Accounts CSV Upload](https://docs.monterey.ai/accounts-csv-upload.md): How to import and update contact accounts via CSV upload - [Notifications](https://docs.monterey.ai/alert.md) - [Identify an account](https://docs.monterey.ai/api-reference/accounts/identify-accounts.md) - [Identify a contact](https://docs.monterey.ai/api-reference/contacts/identify-contacts.md) - [Delete contact data](https://docs.monterey.ai/api-reference/contacts/purge.md): Permanently deletes a contact and all associated data. - [Submit a conversation](https://docs.monterey.ai/api-reference/conversations/create-a-conversation.md): Submits conversation data to the system for processing. This can be content like a call transcript, email thread, or chat conversation. - [Create a new Feedback Record](https://docs.monterey.ai/api-reference/feedback/create-a-feedback-record.md) - [Chrome extension](https://docs.monterey.ai/chrome-extension.md): Install the Monterey AI Chrome extension to capture customer feedback from any web app or web page - [Contacts](https://docs.monterey.ai/contacts.md): Manage customer contacts in one place - [Contacts CSV Upload](https://docs.monterey.ai/contacts-csv-upload.md): How to import and update contacts via CSV upload - [Custom Reports](https://docs.monterey.ai/custom-reports.md): In-depth analysis fully customizable to align with your objectives - [Notifications](https://docs.monterey.ai/email-notifications.md): Keep up with critical insights, delivered directly to your inbox - [Export](https://docs.monterey.ai/export.md): Set up your feedback infrastructure - [Feedback CSV Upload](https://docs.monterey.ai/feedback-csv-upload.md): Upload feedback from a CSV file - [Search](https://docs.monterey.ai/feedback-search.md): Use Reforge Insights to search for feedback and customers - [In-app research](https://docs.monterey.ai/in-app-research.md): Run surveys and interviews from your website or app - [App Store](https://docs.monterey.ai/integrations/apple.md): Ingest app reviews for analysis - [App Reviews integrations](https://docs.monterey.ai/integrations/apps.md): Connect your mobile app review stream to Reforge Insights - [Asana](https://docs.monterey.ai/integrations/asana.md): Create Asana tasks from customer feedback or themes - [Chorus AI](https://docs.monterey.ai/integrations/chorus.md): Ingest Chorus AI Call Transcripts - [CRM integrations](https://docs.monterey.ai/integrations/crm.md): Connect your CRM to Reforge Insights - [Data Warehouse](https://docs.monterey.ai/integrations/data-warehouse.md): Ingest targeted data from Snowflake, BigQuery and other data warehouses to Reforge Insights for consolidation and analysis. - [Delighted](https://docs.monterey.ai/integrations/delighted.md): Sync Delighted survey responses (e.g., NPS, CSAT) with Insights to centralize customer sentiment. - [Discord](https://docs.monterey.ai/integrations/discord.md): Integrate with your Discord server. - [External Cohorts](https://docs.monterey.ai/integrations/external-cohorts.md): Sync your Amplitude and/or Mixpanel cohorts with Reforge Insights to understand qualitative feedback from specific groups. - [Fanbook](https://docs.monterey.ai/integrations/fanbook.md): Connect your Fanbook community to Insights to automatically import public feedback, comments, and discussions for analysis. Surface insights from power users, superfans, and community conversations in real time. - [Fathom](https://docs.monterey.ai/integrations/fathom.md): Automatically import video call transcripts from Fathom into Reforge Insights - [Freshdesk](https://docs.monterey.ai/integrations/freshdesk.md): Ingest Freshdesk Tickets - [Front](https://docs.monterey.ai/integrations/front.md): Ingest Front conversations - [GitHub](https://docs.monterey.ai/integrations/github.md): Ingest GitHub Issues - [Gladly](https://docs.monterey.ai/integrations/gladly.md): Ingest Gladly Tickets - [Gong](https://docs.monterey.ai/integrations/gong.md): Ingest Gong sales transcripts - [Google Play Store](https://docs.monterey.ai/integrations/google.md): Ingest app reviews for analysis - [Google Meet](https://docs.monterey.ai/integrations/google-meet.md): Ingest Google Meet meeting transcripts - [HubSpot](https://docs.monterey.ai/integrations/hubspot.md): Ingest HubSpot Deals and Service Hub Tickets - [Intercom](https://docs.monterey.ai/integrations/intercom.md): Ingest customer conversations and support tickets to Reforge Insights for consolidation and analysis - [Jira ](https://docs.monterey.ai/integrations/jira.md): Create Jira tickets from customer feedback or themes - [Jira Service Management](https://docs.monterey.ai/integrations/jira-service-management.md): Ingest Jira Service Management Cases - [Kustomer](https://docs.monterey.ai/integrations/kustomer.md): Ingest Kustomer Conversations - [Linear ](https://docs.monterey.ai/integrations/linear.md): Create Linear tickets from customer feedback or themes - [Qualtrics](https://docs.monterey.ai/integrations/qualtrics.md): Ingest Qualtrics survey responses to Reforge Insights for consolidation and analysis - [Reddit](https://docs.monterey.ai/integrations/reddit.md): Collect and analyze feedback from your Reddit community - [Ring Central](https://docs.monterey.ai/integrations/ring-central.md): Capture transcripts and call feedback from RingCentral to surface voice-of-customer insights. - [Salesforce](https://docs.monterey.ai/integrations/salesforce.md): Ingest Salesforce Closed-Won Opportunity Notes - [Salesforce Service Cloud](https://docs.monterey.ai/integrations/salesforce-service-cloud.md): Ingest Salesforce Service Cloud Cases - [Slack](https://docs.monterey.ai/integrations/slack.md): Integrate with your Slack workspace - [Sprig](https://docs.monterey.ai/integrations/sprig.md): Automatically pull in micro-survey feedback from Sprig to accelerate product discovery and validation. - [Support integrations](https://docs.monterey.ai/integrations/support.md): Connect your support platform to Reforge Insights - [SurveyMonkey](https://docs.monterey.ai/integrations/survey-monkey.md): Ingest SurveyMonkey survey results to Reforge Insights for consolidation and analysis - [Typeform](https://docs.monterey.ai/integrations/typeform.md): Ingest Typeform survey results to Reforge Insights for consolidation and analysis - [Zapier](https://docs.monterey.ai/integrations/zapier.md): Build custom automations to ingest feedback and transcripts with Zapier - [Zendesk](https://docs.monterey.ai/integrations/zendesk.md): Ingest Zendesk Tickets - [Zoom](https://docs.monterey.ai/integrations/zoom.md): Ingest Zoom meeting transcripts - [Label Management (legacy)](https://docs.monterey.ai/knowledge-hub/labels.md): Creating, managing and tuning labels for feedback triage. - [Connect to MCP Server](https://docs.monterey.ai/knowledge-hub/mcp-server.md): How to connect to the Reforge Insights MCP server from various AI clients. - [Organize feedback with Tags](https://docs.monterey.ai/knowledge-hub/tags.md): Tags in Insights help you organize and train your data, making feedback clustering and analysis more accurate over time. - [Metadata](https://docs.monterey.ai/metadata.md): Configure and use metadata across the platform - [Advanced Features](https://docs.monterey.ai/monty/advanced-features.md): Power user tips and advanced capabilities - [Asking Questions](https://docs.monterey.ai/monty/asking-questions.md): How to ask effective questions and get the insights you need - [Working with Datasets](https://docs.monterey.ai/monty/datasets.md): Understanding and managing the datasets Monty creates - [External Integrations](https://docs.monterey.ai/monty/external-integrations.md): Analyzing data from GitHub, Jira, Linear and web sources - [Overview](https://docs.monterey.ai/monty/overview.md): Your AI-powered assistant for analyzing feedback and generating insights - [Surveys & Interviews](https://docs.monterey.ai/monty/surveys-interviews.md): Analyzing survey results and interview insights with Ask Monty - [Understanding Responses](https://docs.monterey.ai/monty/understanding-responses.md): How Monty analyzes your data and presents insights - [Open-source Attribution](https://docs.monterey.ai/open-source/attribution.md): Attribution for open-source projects utilized in the Reforge Insights client application - [Overview](https://docs.monterey.ai/overview.md): Set up your feedback infrastructure - [Philosophy](https://docs.monterey.ai/philosophy.md): The guiding principles behind Reforge Insights - [Volume Calculation](https://docs.monterey.ai/pricing/volume-calculation.md): Detailed breakdown on how we calculate volume usage - [Properties ](https://docs.monterey.ai/project-management.md): Upgrades you can expect from the platform - [Customer Portal](https://docs.monterey.ai/public-portal.md): Reforge Insights portal supports a public feedback collection mechanism and a view to share your roadmap and progress. - [Quick Start](https://docs.monterey.ai/quickstart.md): Welcome to Reforge Insights (formerly Monterey AI), the copilot for product insights - [Review Spam](https://docs.monterey.ai/review-spam.md): We identify potential spam in advance, ensuring you're not wading through irrelevant input. - [PII Masking](https://docs.monterey.ai/security/pii.md): An overview of Reforge Insights PII Masking Offering. - [Security Overview](https://docs.monterey.ai/security/security-overview.md): An overview of Reforge Insights security features and practices. - [Sign in with Token](https://docs.monterey.ai/security/signin-with-token.md): An alternative sign in method for users who experience issues with the Sign in button in emails - [User Roles](https://docs.monterey.ai/security/team-roles.md): Description of team member roles and capabilities - [Snippets](https://docs.monterey.ai/snippets.md): Understanding and managing feedback snippets - [SSO - OpenID Connect (Okta Example)](https://docs.monterey.ai/sso/okta-oidc.md): SSO Setup with Okta (or similar) using OIDC - [SSO - SAML (Okta Example)](https://docs.monterey.ai/sso/okta-saml.md): SSO Setup with Okta (or similar) using SAML - [Survey](https://docs.monterey.ai/survey.md): Add data from any supported Survey Provider, upload a Survey CSV, or Create a Reforge Insights Survey! - [Survey CSV Upload](https://docs.monterey.ai/survey-csv-upload.md): Upload survey responses from a CSV file - [Themes](https://docs.monterey.ai/themes.md): Feedback grouped by common themes for easy analysis - [Welcome](https://docs.monterey.ai/welcome.md): Turn user feedback into product insights with Reforge Insights - [Widget](https://docs.monterey.ai/widget.md): Add our in-app Widget to collect feedback directly from your website ## OpenAPI Specs - [openapi](https://docs.monterey.ai/openapi.yaml)