Card Settings
Customize how card types appear and function in your organization.Card Type Names
Rename card types to match your organization’s terminology (e.g., rename “Opportunity” to “Initiative”).Enabled Card Types
Control which card types are available in your organization. Disable card types that your team doesn’t use.Custom Fields
Add custom fields to card types to capture additional information specific to your workflow. Learn more about custom fields.Team
Manage your team members and their permissions.Inviting Team Members
Add new members to your organization with different permission levels:- Owner: Full access to all settings and features
- Editor: Can create and edit cards, manage insights
- Viewer: Read-only access to cards and insights
Managing Roles
Change team member roles or remove members from your organization. Learn more about inviting team members.Workspaces
Organize your work into separate workspaces for different products, teams, or initiatives.Creating Workspaces
Create new workspaces to separate different areas of your strategy and discovery work. Learn more about workspaces.Labels
Create and manage labels to categorize and filter cards across your organization.Creating Labels
Add custom labels with colors to help organize and filter your cards.Label Management
Edit or delete existing labels. Note that deleting a label removes it from all cards. Learn more about labels.Integrations
Connect Vistaly with other tools in your workflow.Available Integrations
- Jira: Sync cards with Jira issues
- Linear: Connect cards to Linear issues
- Slack: Receive notifications in Slack
- Zapier: Automate workflows with Zapier
- Google Sheets: Export data to Google Sheets
- Browser Extension: Capture insights from anywhere
API Keys
Generate and manage API keys for programmatic access to Vistaly.Creating API Keys
Generate API keys to integrate Vistaly with custom tools or scripts. API keys provide secure, authenticated access to your organization’s data.Key Management
View, revoke, or regenerate API keys as needed. Each key shows when it was created and last used. Learn more about the Vistaly API.Plans & Billing
Manage your subscription plan and billing information.Plan Details
View your current plan, usage, and available features.Billing Management
Update payment methods and view billing history.Advanced
Configure advanced organization settings.Organization Details
Update your organization’s name, logo, and description.Company Description
The company description field provides important context about your business that AI uses to deliver more relevant and accurate results throughout Vistaly. How AI uses your company description:- Documentation generation: When using AI to draft PRDs, solution briefs, and other templates, your company description helps the AI understand your business domain, industry, and product focus to generate more relevant content
- Interview insight accuracy: AI uses your company context to better understand and extract insights from customer interviews
- Cross-interview insight mapping: Your company description helps AI identify patterns and connections across multiple customer interviews
- Your industry and market
- Your product focus and core offerings
- Your target customers or user base
- Your company’s mission or value proposition
Acme Inc. is a B2B SaaS company building project management software for distributed engineering teams. We focus on helping remote teams coordinate complex software projects with real-time collaboration tools and automated workflows.
Customer Organizations
Enable customer organization tracking to organize insights by customer company (B2B use case).Outcome Polling
Configure settings for automated outcome metric collection.Accessing Settings
To access your organization settings:- Click on your profile icon in the top navigation
- Select Settings
- Choose the appropriate settings tab from the sidebar
Some settings tabs are only accessible to organization owners or editors. Viewers have read-only access to most settings.