Canny Release Notes

Here are two updates for the ideas tab: quickly send ideas to your project management tool and segment your views to focus on a specific group of customers.

Action fields

Instead of opening individual ideas to action on them, action fields allow you to do so from the table.

Supported actions

• Move idea (as a sub-idea)
• Merge duplicate feedback
• Push to your connected project management tools

From any ideas view, open the fields drawer and toggle on the action fields you want. You'll see that field as a column in your table and can do the action inline.

Action fields are available on all plans.

Segmentation

Apply a segment to any ideas view to focus on a specific group of customers, like enterprise accounts or companies with renewal risk. From any ideas view, click on the segment dropdown and choose the segment you want to apply.

With a segment applied, the view only shows ideas with feedback from companies in that segment. ARR, user count, company count, and insight count all recalculate for the segment, along with any scores built on top of them.

Notes

• Only company-based segments can be applied
• Ideas with no insights from the segment are hidden from the view

Segmentation is available on the Pro plan and above.

Connect Google Meet so Autopilot can capture feedback from your external calls.

Insights are added to existing ideas or a new idea is created if no match is found. Product signals from customer conversations land in Canny with no work from your team.

Set up Google Meet

• A Google Workspace super admin installs Canny for Google Meet from the Google Workspace Marketplace
• In Canny, go to the Google Meet settings page and click "Sign in with Google"
• Select up to 10 Google Groups whose calls Autopilot should process, like sales or customer success and save
• Canny pulls feedback from external calls in the past 30 days, then keeps syncing new calls automatically

The Google Meet integration is available on all plans. Learn more in the help article.

Our Slack integration just got big upgrade. Instead of old-style slash commands, you can now mention @Canny in any channel or thread and get it to:

Capture feedback in any thread

Say something like "@Canny track this on behalf of acme.com" and it'll capture the context, hand it to Autopilot for deduping, and reply with a link to the new or existing idea.

Create ideas or add insights

No need to leave the conversation. You can also modify fields like the owner and status.

Create users and companies

If a user or company doesn't exist in Canny yet, create them from Slack.

This update offers a more modern version of the Slack integration with a comfortable chat interface. Available on all Canny plans.

Connect Fathom or Grain so Autopilot can capture feedback from your external calls.

Insights are added to existing ideas or a new idea is created if no match is found. Product signals from customer conversations land in Canny with no work from your team.

Set up Fathom

Go to your Fathom settings page

Click "Connect Fathom" and go through authentication. Make sure the connecting account is able to view all the calls you want Canny to capture

Canny pulls feedback from external calls in the past 30 days, then keeps syncing new calls automatically

Set up Grain

A Grain workspace admin generates a Workspace Access Token in Grain under Settings → Integrations → API

Paste that token into Canny on the Grain settings page

Canny pulls feedback from external calls in the past 30 days, then keeps syncing new calls automatically

You can now control who can see and edit views in Canny Ideas. This is built for larger teams with many view and admins.

How it works

By default, the owner of a view is the user who created it. New views start out private to their owner. Existing views before this update are unchanged and are editable by any admins with view edit permissions.

Open the view's menu by clicking or right-clicking the selected tab, then choose Share.

From there you can add individual teammates, set general or team access, and pick an access level for each. Teams are groups of admins and can be managed here.

Access levels

Owner: Full control, including sharing and deletion

Can edit: Change the view's name, filters, columns, and sort

Can see: Open and use the view. Any changes are not saved.

Good to know

The default "All Ideas" and "Portal" views are always shared with the entire team

Admin roles and permissions takes precedence over view share settings. Therefore, contributor-level admins will not be able to edit view.

View sharing is available for teams on the Business plan.

Reporting in Canny has gotten a big upgrade in the last couple weeks! The Reporting tab has a fresh look and is now organized into sections: Ideas, Autopilot, and Portal. Each tab opens with an overview and has a global date range picker so you can scope every tab to a specific time period.

Ideas reporting

The Ideas reporting tab aims to show you ideas worth looking into.

Customer Requests report surfaces priority feedback alongside renewal date and risk.

Sales Pipeline report shows open opportunities that are linked to ideas and how much revenue you could earn.

Churned Revenue report surfaces features ranked by most churned revenue, so you can see what's potentially losing you customers.

Groups report shows the volume of feedback for each of your groups and the sums of associated revenue and opportunity revenue.

Theme trends shows popularity of trends across all your ideas over time.

You can now also drill down into select numbers. Click on the metric to see the relevant ideas.

Autopilot reporting

The Autopilot reporting tab shows you what Autopilot has been doing:

• How many items it has processed and from which sources
• How many new ideas and insights Autopilot captured

Portal reporting

The Portal reporting tab shows you activity in your feedback portal:

• Overview of new feedback, votes, comments
• Feedback that is stale (has an active status but hasn't been updated in more than four weeks)
• Admin activity
• Breakdown per board

Not seeing data in your reports?

It's most likely that you don't have the data to power those reports. Take a look at this help article to get your data flowing into Canny.

Apply relative date filtering to your views so they automatically update as time passes.

Examples of how to use this filter

Look at ideas created in the last 7 days to triage them

Show completed ideas in the last 30 days to show your team what has shipped in the last month

Show published ideas with no status change for more than 30 days to catch up on outdated ideas

How it works

In any ideas view, open the filters

Select any date field like created, due date, status changed, etc.

Select option "is in range" and specify how many days.

Now the view will always be filtered to the last X days you specified.

Alternatively, use the presets like "this month" so the view is scoped to determined time ranges.

This is available for teams on all Canny plans.

We’re continuing to make improvements to the Canny MCP server! It now has over 55 tools, with new ones spanning ideas, groups, users/companies, and portal.

Ideas

move_idea moves an idea under a new parent or into a new group

create_insight, update_insight, and delete_insight manage insights, with priority supported on create

move_insight moves an insight to another idea (insights linked to a vote or comment can't be moved)

link_opportunity and unlink_opportunity connect or disconnect a HubSpot deal or Salesforce opportunity from an idea

create_view, update_view, and delete_view manage saved views

Groups

retrieve_group looks up a single group by ID or urlName, which is faster than list_groups when you already know the identifier

Users and companies

create_user creates a new end user and returns their ID. Passing an email deduplicates against existing users

create_company creates a company with a domain and optional MRR or ARR

add_user_to_company associates a user with a sepcified company

remove_user_from_company removes a user's association from a specific company

Portal comments

list_portal_comments pulls paginated comments across all published ideas or scoped to one

create_portal_comment adds a top-level comment or reply on a published idea

delete_portal_comment removes a comment and its replies

The MCP server is available to teams on the Pro plan and above.

Autopilot now automatically links open Salesforce and HubSpot opportunities to the feedback it captures.

When Autopilot finds feedback in a customer conversation/call, it looks up the company in your CRM and attaches the relevant open opportunity. No more manual linking needed.

Note: Autopilot only links the opportunity when:

• the company has a single open opportunity
• the close date is in the future
• the last activity happened within the past year

This is on by default for every team with Autopilot and a Salesforce or HubSpot integration installed.

Opportunities and deals are part of the Salesforce and HubSpot integrations, only available on Canny Business. Request a demo or reach out to our support team if you're interested in the Business plan.

The Canny Ideas beta is now available to all teams on the Core plan.

Ideas is the centralized home for all your customer feedback inside Canny. It's where your team prioritizes feedback coming in from sales calls, support conversations, and your feedback portal.

Feedback automatically triaged to the right team

Groups in Ideas represent your product areas or teams. As feedback flows in from Intercom, Slack, Gong, and your portal, Autopilot triages it into the right groups.

Connect feedback to revenue

Insights carry customer and company context so you can answer the questions that actually drive prioritization:

How much existing ARR is tied to this idea?

Which missing features are blocking your biggest deals and renewals?

How much closed-lost revenue last quarter mentioned this feature?

Learn more about Ideas in this help article

Join the beta

Click on your profile in your Canny admin to see the "Join Ideas beta" option. If you need more time to trial Canny, reach out to our team to get you set up.

Creating insights on behalf of companies is how you keep track of which customers are interested in a feature.

If you're able to sync in company information via a data source, we highly recommend that route. See Canny Identify to set up our SDK. This way, companies are automatically created, updated (ARR changes, admin changes, etc.), and you can pass in additional fields for segmentation (e.g. billing plan, NPS score, etc.).

We're now supporting manual creation of companies so:

• Teams just starting out with Canny can see how things work without setting up syncing
• Teams who are unable to get company data into Canny have an option to do it manually

How it works

When adding an insight, you'll see an option to create a new company.

Name and domain are mandatory. Optionally include their MRR/ARR.

Selecting a user will automatically associate that user with the newly created company. Users can be unlinked from a company from the users tab.

If you start with manual creation and sync data afterwards, Canny will attempt to dedupe companies with domain name.