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Getting Started This document explains how to start the system from initial setup to collecting the first feedback after installing ABC User Feedback. 1

Getting Started

After installing ABC User Feedback for the first time, initial setup is required to use the system. This document provides step-by-step guidance from tenant creation to collecting the first feedback.


Initial Setup Overview

To start ABC User Feedback, proceed with the following setup steps in order:

  1. Create tenant and administrator account
  2. First login and profile setup
  3. Create project
  4. Create channel and configure fields
  5. Generate API key
  6. Test first feedback collection

Accessing the System

If you need to install ABC User Feedback, first proceed with Installation using Docker Hub images.

After completing the installation, access ABC User Feedback through a web browser:

http://localhost:3000

If you changed the port or domain, enter the address according to your settings.


Creating Tenant and Administrator Account

member-register.png

When you first access the system, the Tenant Creation and Administrator Account Registration screen will be displayed.

Step 1: Enter Tenant Information

Set the tenant name.

After entering the tenant name, click the Next button.

This tenant name will be displayed in the login UI.

Step 2: Create Administrator Account

Create the first administrator account for the system.

  1. Enter the administrator account email and click the Request Code button.
  2. Check the authentication code in your email inbox and enter it
  3. Click the Verify button
  4. After verification is complete, set a password.

:::info Password Requirements

  • At least 8 characters
  • Include letters (AZ, az)
  • Include special characters (e.g., @, #, !)
  • No consecutive characters (e.g., aa, 11)

Examples: MyCompany2024!, 12345678, password

:::

After tenant and administrator account creation is complete, a confirmation screen will be displayed.

Next step: Click the Confirm button to proceed to the login screen.


Logging In

Log in for the first time with the created administrator account.

  1. Email: Enter the administrator email registered earlier
  2. Password: Enter the set password
  3. Click the Sign In button

Creating First Project

After logging in, the project creation wizard will automatically start.

Understanding System Structure

ABC User Feedback has the following hierarchical structure:

Tenant (Organization)
 └── Project (Product/Service Unit)
     └── Channel (Feedback Collection Path)

Step 1: Project Basic Information

Item Description Example
Name Project name Mobile App, Web Service
Description Project description (optional) Customer feedback collection and analysis
Time Zone Time reference (affects dashboard and statistics) Asia/Seoul

After completion: After entering the information, click the Next button.

Step 2: Invite Team Members (Optional)

In this step, you can invite team members to the project. You can skip this now and add them later anytime.

Step 3: Generate API Key (Optional)

You can pre-generate an API key for integration with external systems.

Project Creation Complete

After entering all information, project creation will be complete.

Select next step:

  • Create Channel: Immediately create a channel to start collecting feedback
  • Skip for Now: Create channel later

Creating First Channel

After project creation, you need to create a channel to actually collect feedback.

Understanding Channel Concept

A channel represents a feedback collection path:

  • Website inquiry form
  • In-app feedback in mobile app
  • Customer service VoC
  • Survey responses

Step 1: Channel Basic Information

Item Description Example
Name Channel name Web Feedback, App Review
Description Channel description (optional) Website user opinions
Maximum Feedback Search Period Searchable period for feedback (30/90/180/365 days, all) 90 days

After completion: After entering the information, click the Next button.

Step 2: Field Configuration

Define the data structure to collect in the channel.

Default Fields

Fields automatically created by the system:

Field Name Format Property Description
id number Read Only Unique feedback ID
createdAt date Read Only Creation time
updatedAt date Read Only Modification time
issues multiSelect Editable List of linked issues

Adding Custom Fields

Add custom fields for actual feedback collection:

  1. Click the Add Field button
  2. Enter field information:
Item Description Example
Key Unique identifier (uppercase/lowercase letters, numbers, _) message, rating
Display Name Name displayed in UI Feedback Content
Format Data format text,keyword,number,date,select,multiSelect,images,aiField
Property Editable (modifiable in UI) / Read Only (not modifiable) Editable
Status Active / Inactive Active

For the first channel, it is recommended to add the following fields:

Key Display Name Format Description
message Feedback Content text User feedback
userEmail User Email keyword Contact (optional)
rating Satisfaction number 1-5 point rating

Field Preview

After completing field configuration, you can preview the feedback input screen with the Preview button.

After completion: Complete channel creation with the Complete button.

Channel Creation Complete

Next step: Click the Start button to begin collecting feedback.


Testing First Feedback Collection

After channel creation is complete, you can actually collect feedback.

Registering Feedback via API

Let's register the first feedback using the created API key.

API Request Example

curl -X POST http://localhost:4000/api/projects/1/channels/1/feedbacks \
  -H "Content-Type: application/json" \
  -H "X-API-KEY: YOUR_API_KEY" \
  -d '{
    "message": "The app runs slowly",
    "userEmail": "user@example.com",
    "rating": 3
  }'

Replace YOUR_API_KEY with the actual API key created earlier.

Checking Success Response

If the API request succeeds, you will receive the following response:

{
  "id": 1
}

Checking Feedback

Let's check the registered feedback in the web interface.

  1. Click the Feedback tab in the top menu
  2. Check the registered feedback in the feedback list
  3. Click the feedback to view detailed information

Creating First Issue

Let's create an issue based on the feedback.

  1. In the feedback detail screen, click the + button in the Issue section
  2. Enter the issue name and press Enter or click the Create button
  3. Check the created issue

Next Steps Guide

Basic setup and first feedback collection are complete!