Project Setup
Project Setup Overview
Every configuration tab in a Project, and what it controls.
Every Project has the same set of configuration tabs, whether you're seeing them for the first time in the setup wizard or coming back later from Overview.
| Tab | Controls | Plan |
|---|---|---|
| Integration | Which tracker receives reports | All |
| Form Fields | The feedback form reporters fill in | All |
| Capture Tools | Annotation tools, screen recorder, extension prompt | All (recorder needs Studio+) |
| Appearance | Button position, size, color, label | All |
| Widget Flow & Routing | Capture mode, custom routing buttons | Studio+ |
| AI Enhancement | AI titles, tech info, duplicate detection | All / Studio+ |
| Triage Rules | Auto-assignment, priority, and label rules | Agency |
| Install Code | API key, script snippet, Basic Auth | All |
New project? You'll see a shorter wizard first
When creating a Project for the first time, you'll only see Integration → Form Fields → Capture Tools → Appearance → Install Code in sequence. The additional tabs (Widget Flow, AI Enhancement, Triage) appear afterwards on the full Project page, once they're unlocked by your plan.
Changes on any tab apply live — reporters don't need to reload anything except the page the widget script is on, since config is fetched fresh on each page load.