Bucket Settings and Configuration

Bucket Configuration Overview

Proper bucket configuration is essential for effective feedback management. This guide covers all the settings and options available to customize your buckets for your team's specific needs.

Basic Settings

General Information

Name and Description

• Bucket Name: Clear, descriptive title
• Description: Purpose and scope
• Color: Visual identifier
• Icon: Custom icon selection

Visibility

• Public: Visible to all team members
• Private: Restricted access only
• Archived: Hidden from main view

Integration Settings

Slack Configuration

Channel Connections

• Select which Slack channels to monitor
• Configure channel-specific settings
• Set up channel-specific keywords
• Manage notification preferences per channel

Message Filtering

• Include/exclude specific keywords
• Filter by user roles or permissions
• Set up time-based filtering
• Configure message type filters

Webhook Configuration

• Incoming Webhooks: Receive feedback from external sources
• Outgoing Webhooks: Send notifications to external systems
• Authentication: Secure webhook endpoints
• Payload Format: Customize data structure

AI and Automation Settings

Auto-Categorization

• Enable/Disable: Toggle AI categorization
• Confidence Threshold: Set minimum confidence level
• Custom Categories: Define your own categories
• Training Data: Improve AI accuracy

Auto-Tagging

• Keyword Tags: Automatic tag assignment
• Sentiment Tags: Positive/negative/neutral
• Priority Tags: High/medium/low priority
• Custom Rules: User-defined tagging rules

Notification Settings

Alert Configuration

Real-time Alerts

• New feedback notifications
• High-priority item alerts
• Keyword-based triggers
• Team member mentions

Scheduled Reports

• Daily summary reports
• Weekly analytics updates
• Monthly trend reports
• Custom report schedules

Notification Channels

• Email: Direct email notifications
• Slack: Channel and DM notifications
• In-app: Dashboard notifications
• Mobile: Push notifications

Advanced Configuration

Workflow Automation

• Auto-assignment: Assign feedback to team members
• Escalation Rules: Automatic escalation for urgent items
• Status Updates: Automatic status changes
• Follow-up Reminders: Scheduled follow-up tasks

Data Management

• Retention Policies: Automatic data cleanup
• Backup Settings: Data backup configuration
• Export Formats: Data export preferences
• Privacy Controls: Data anonymization options

Best Practices for Configuration

✅ Recommended Settings

• Enable auto-categorization for efficiency
• Set up appropriate notification levels
• Configure team-specific access controls
• Use descriptive names and descriptions
• Set up regular backup schedules
• Test automation rules before deployment

❌ Common Mistakes

• Over-complicating automation rules
• Setting too many notifications
• Ignoring team feedback on settings
• Not testing configuration changes
• Forgetting to update settings as team grows
• Not documenting custom configurations

Configuration Maintenance

Regular Review Checklist

• Review and update team access permissions monthly
• Check notification settings quarterly
• Test automation rules after any changes
• Update AI training data as needed
• Review and clean up unused configurations
• Gather team feedback on current settings

💡 Pro Tip

Start with basic settings and gradually add complexity as your team becomes more familiar with the system. Regular configuration reviews ensure your buckets stay optimized for your evolving needs.