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Docs / Administration

Customers

Find customers who are actively giving you feedback.

The "Contacts" section includes people happy to contact you regularly, their companies, and a list of segments you can provide them. That way, your engineers or designers can directly contact customers to get real feedback on a feature idea.

Using CMD + K, you can very quickly search for the right company or user to get an overview of what problems they are still waiting to be solved for them.


See all requests of a company at a glance

Another beautiful feature in Productlane is that you can view all requests from all people within a certain company at a glance. On the company details, you can see all requests on the left, and on the right you see all linked Linear issues and projects of every person in that company.


Manage company domains

Each company can have one or more email domains associated with it. When a new contact writes in from an address that matches a domain on a company, Productlane automatically links that contact to the correct company.

Add multiple domains

If your customer uses several email domains (for example, a parent company and a subsidiary, or a regional domain), you can add all of them to a single company record:

  1. Open the company.

  2. Click the ⋯ menu in the top bar and select Edit.

  3. Add each additional domain in the Domains field.

  4. Save the changes.

From that point on, contacts from any of those domains are automatically associated with the same company, preventing duplicate company records from being created.


Change a contact's company

On a contact's detail page, you can change or remove the linked company at any time using the company selector below their name. Assigning a contact to a new company also moves any threads that were still linked to their previous company over to the new one.


Filter by source

On the Contacts and Customers list pages, use the Synced with filter to narrow records down by where they came from: Productlane, Attio, HubSpot, Intercom, Zendesk, or Productboard. This is useful for seeing which contacts or companies originated from a connected integration versus were created directly in Productlane.

If a contact or company is linked to Attio, you can jump straight to the matching record with the Open in Attio option in the ⋯ menu.


Merge companies

When you have duplicate company records you can merge them into one. The merge combines everything from the source company into the target company and then deletes the source.

How to merge

  1. Open the company you want to keep (the target).

  2. Click the ⋯ menu in the top bar and select Merge.

  3. In the dialog, search for and select the duplicate company (the source).

  4. Use the switch button to swap which company is the source and which is the target if needed.

  5. Review the preview — it shows how properties, requests, contacts, and upvotes will look after the merge.

  6. Type merge in the confirmation field and click Merge companies.

What gets merged

  • Threads & upvotes — all threads and upvotes from the source move to the target.

  • Contacts — all contacts from the source move to the target.

  • Properties — the target's existing values are kept. Only empty fields on the target (status, tier, owner, revenue, size, logo) are filled from the source.

  • Domains & external IDs — combined from both companies (duplicates removed).

  • Linear customer — if both companies are linked to different Linear customers, Productlane also merges them in Linear so customer needs carry over.

After the merge the source company is permanently deleted. This action cannot be undone.

Tip: After merging, review the combined domain list on the surviving company to make sure all relevant domains are present. This prevents the same duplicates from appearing again.

Automate via API or MCP

You can also merge companies programmatically via the v2 API:

POST /api/v2/companies/{id}/merge\n

Pass the source company ID in the request body as source_id. The path {id} is the surviving (target) company. Requires the companies:write scope. See the full API guide for details.

The same operation is available through the MCP server. Connect an AI agent with the companies:write scope and ask it to merge the two companies by name or ID.

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