# ProductOS documentation

> Guides for product managers and API reference for developers building on ProductOS: the Golden Thread, feedback, integrations, AI, the REST API and the MCP server.

Source: https://productos.ca/documentation

- [Lesson 1: You're already a PM](https://productos.ca/documentation/guides/academy/lesson-1-youre-a-pm): The Golden Thread in two minutes: six stages from a user complaint to a measured result, and why each one exists.
- [Lesson 2: Capture the signal](https://productos.ca/documentation/guides/academy/lesson-2-capture-the-signal): Feedback is everyone else's data. Capture three real signals and stop building purely on your own assumptions.
- [Lesson 3: Find the pattern](https://productos.ca/documentation/guides/academy/lesson-3-find-the-pattern): Ten people asking for export isn't ten problems, it's one. Cluster feedback into your first theme.
- [Lesson 4: Decide what's worth building](https://productos.ca/documentation/guides/academy/lesson-4-decide-whats-worth-building): Prioritization with priority, effort, and RICE: how to pick the next thing deliberately when there's one of you.
- [Lesson 5: Make it a bet, not a task](https://productos.ca/documentation/guides/academy/lesson-5-make-it-a-bet): Initiatives turn building into hypotheses: if we build X, then Y moves, measured by Z.
- [Lesson 6: Know who it's for](https://productos.ca/documentation/guides/academy/lesson-6-know-who-its-for): Personas put a face on the work; accounts put revenue on it. ARR and churn are how product connects to money.
- [Lesson 7: Ship it on purpose](https://productos.ca/documentation/guides/academy/lesson-7-ship-it-on-purpose): Releases make shipping a discrete, announceable event, and GTM is the half of shipping that happens outside the codebase.
- [Lesson 8: Did it work?](https://productos.ca/documentation/guides/academy/lesson-8-did-it-work): Outcomes close the loop: record the result, compare it to the hypothesis, and watch your first complete Golden Thread light up.
- [PM Glossary](https://productos.ca/documentation/guides/academy/glossary): Every product-management term ProductOS uses, defined in one line each, plus why it matters when you're building solo.
- [Bring your own Anthropic key](https://productos.ca/documentation/guides/ai/byo-anthropic-key): Why ProductOS is BYO-key, how to plug yours in, and what it costs in practice.
- [Using ProductOS with Claude Code](https://productos.ca/documentation/guides/ai/claude-code): Two ways: the MCP server (workspace inside your editor) and GitHub-Action dispatch (run Claude Code remotely from a feature).
- [Authentication](https://productos.ca/documentation/api/v1/authentication): How to authenticate against the ProductOS REST API: the in-app session for browser code, API tokens for everything else.
- [Errors](https://productos.ca/documentation/api/v1/errors): Every error code the ProductOS API returns, what causes it, and how to fix it.
- [Functions API](https://productos.ca/documentation/api/v1/functions): Read and manage the workspace's functions (per-area access), assign them to members and invitations, and read the caller's own access.
- [Rate limits](https://productos.ca/documentation/api/v1/rate-limits): Per-endpoint-class rate limits, how to read 429 responses, and how to back off correctly.
- [MCP server](https://productos.ca/documentation/api/v1/mcp): Connect claude.ai, Claude Desktop, Claude Code, or any MCP-compatible client to ProductOS with a browser sign-in. Your workspace becomes a first-class tool.
- [Pagination](https://productos.ca/documentation/api/v1/pagination): How list endpoints paginate, when to use limit/offset versus the export stream, and how to walk large workspaces without hitting limits.
- [Webhooks](https://productos.ca/documentation/api/v1/webhooks): Inbound provider webhooks ProductOS receives, and the planned shape of outbound event subscriptions.
- [Feedback API](https://productos.ca/documentation/api/v1/feedback-api): Collect feedback and NPS scores with your own UI or backend and send them into ProductOS. Everything the widget does, with your own code.
- [Public feedback widget](https://productos.ca/documentation/api/v1/widget): Drop-in JavaScript widget to capture feedback and NPS scores from your own product directly into ProductOS, keyed by origin, no API token in the browser.
- [The Golden Thread](https://productos.ca/documentation/guides/concepts/golden-thread): The foundational mental model, feedback through to outcomes, with every step traceable in both directions.
- [Workspaces and roles](https://productos.ca/documentation/guides/concepts/workspaces-and-roles): How ProductOS organizes teams, what each role can do, and how to invite people without breaking the Golden Thread.
- [FAQ](https://productos.ca/documentation/guides/faq): The questions ProductOS users ask before they hit a specific problem.
- [Getting started](https://productos.ca/documentation/guides/getting-started): Set up your workspace, connect your first integration, and ship a Golden Thread in 30 minutes.
- [Connecting GitHub](https://productos.ca/documentation/guides/integrations/github): Install the ProductOS GitHub App for Claude Code session orchestration + repo indexing, or use the lightweight Personal Access Token integration for one-shot issue imports.
- [Connecting Linear](https://productos.ca/documentation/guides/integrations/linear): Import Linear issues as ProductOS features with a personal API key, keep them fresh with syncs, and mark the Linear issue done when the feature ships.
- [Connecting Intercom](https://productos.ca/documentation/guides/integrations/intercom): Pull tagged Intercom conversations into the feedback Inbox. One-way (Intercom → ProductOS) only.
- [Connecting Slack](https://productos.ca/documentation/guides/integrations/slack): Register a Slack incoming webhook as an outbound notification destination. Only the connection test message is sent; per-event posts are planned.
- [Connecting Amplitude](https://productos.ca/documentation/guides/integrations/amplitude): Measure outcomes from your Amplitude events: connect the project with its API key and secret key, then pick events for an outcome's primary metric and guardrails.
- [Feedback](https://productos.ca/documentation/pages/golden-thread/feedback): The Inbox where customer signals land: triage, tag, cluster, link to themes, and promote to features.
- [Meetings](https://productos.ca/documentation/pages/golden-thread/meetings): Calls and their transcripts, imported from Microsoft Teams, Zoom, Google Meet or text, matched to the team and the customers in the room.
- [Themes](https://productos.ca/documentation/pages/golden-thread/themes): Clusters of feedback that share a problem: promote them into features, track trends, archive when resolved.
- [Features](https://productos.ca/documentation/pages/golden-thread/features): Atomic shipping units: spec'd, prioritized, allocated, and traced upstream to themes and downstream to releases.
- [Initiatives](https://productos.ca/documentation/pages/golden-thread/initiatives): Strategic bets that bundle features, each carries a hypothesis, a success metric, and the team allocations behind it.
- [Releases](https://productos.ca/documentation/pages/golden-thread/releases): Versioned shipping bundles with AI-generated release notes, channel targeting, and a public changelog when you want one.
- [Outcomes](https://productos.ca/documentation/pages/golden-thread/outcomes): Closed-loop measurement, did the initiative move the metric? Capture baseline, target, actual, learning, and next action.
- [Launch Plans](https://productos.ca/documentation/pages/gtm/launches): Per-release launch coordination: checklist, channels, dates, status. Pairs with the Releases page.
- [Messaging](https://productos.ca/documentation/pages/gtm/messaging): Per-segment messaging frameworks: headline, key messages, proof points, objection handling.
- [Channels](https://productos.ca/documentation/pages/gtm/channels): Distribution channels (owned, earned, paid, partner) with metrics and per-channel priority.
- [GTM Canvas](https://productos.ca/documentation/pages/gtm/canvas): Composite single-page GTM view: active launches, messaging by segment, channel mix, upcoming releases.
- [Competitors](https://productos.ca/documentation/pages/intelligence/competitors): Competitive landscape with strengths, weaknesses, differentiators, and notes: feeds battle cards and positioning.
- [Market Trends](https://productos.ca/documentation/pages/intelligence/trends): External signals: industry shifts, regulatory changes, AI moves. Raw material for the SWOT and grounding for every AI prompt.
- [Dashboard](https://productos.ca/documentation/pages/overview/dashboard): The command center: summary stats, what needs attention, recent activity, and the modular grid you can rearrange to your workflow.
- [Copilot](https://productos.ca/documentation/pages/overview/copilot): Ask the Copilot about your workspace as a modal, docked beside the page, or on its own full page, and keep the same conversation as you switch.
- [Activity](https://productos.ca/documentation/pages/overview/activity): Every change across the workspace on one page: who changed what and when, grouped by day, with filters for type, action, person, source, date range and record title.
- [Roadmap](https://productos.ca/documentation/pages/overview/roadmap): Kanban + Gantt views over Work or initiatives, by period or status, with drag-and-drop moves, compact cards and dependency chains on hover.
- [Golden Thread overview](https://productos.ca/documentation/pages/overview/golden-thread): Interactive graph of every link from feedback through to outcomes, walk upstream or downstream from any node.
- [Deal Blockers](https://productos.ca/documentation/pages/sales/deal-blockers): Deals stuck behind missing features. Revenue-quantified, priority-ranked, and linked to the features that would unblock them.
- [Win/Loss](https://productos.ca/documentation/pages/sales/win-loss): Per-deal outcome with primary reason, contributing factors, and lessons: the sales counterpart to product outcomes.
- [Battle Cards](https://productos.ca/documentation/pages/sales/battle-cards): Per-competitor briefing for sales: strengths to lean on, weaknesses to expose, talk track, objection responses.
- [Sales Canvas](https://productos.ca/documentation/pages/sales/canvas): Composite single-page sales view: open blockers and revenue at risk, win/loss tally, battle-card review status.
- [Settings overview](https://productos.ca/documentation/pages/settings/overview): Map of every Settings section: account, members and roles, integrations, AI key, naming, audit log, danger zone.
- [Account](https://productos.ca/documentation/pages/settings/account): Your personal profile: avatar, name, email, two-factor authentication, the in-app feedback button, and account info.
- [Members & roles](https://productos.ca/documentation/pages/settings/members-and-roles): Workspace member list: invite, change role, remove, transfer ownership. Lives at Settings → Members & Roles.
- [Functions & Access](https://productos.ca/documentation/pages/settings/functions-and-access): Decide which parts of ProductOS each person can reach: none, view, comment or edit per area, set per job function. Lives at Settings → Functions & Access.
- [Integrations](https://productos.ca/documentation/pages/settings/integrations): Connect / disconnect third-party providers. Per-provider configuration, sync triggers, an issue importer and a health dashboard.
- [AI](https://productos.ca/documentation/pages/settings/ai): Anthropic API key, AI feature catalogue, the AI actions switch, and usage.
- [API tokens](https://productos.ca/documentation/pages/settings/api-tokens): Issue, scope, rotate, and revoke pos_live_* tokens for programmatic access. Lives at Settings → API Tokens.
- [Entity naming](https://productos.ca/documentation/pages/settings/naming): Rename entities workspace-wide. Call Feedback 'Voices', Themes 'Patterns', your team's vocabulary, propagated everywhere.
- [Custom fields](https://productos.ca/documentation/pages/settings/custom-fields): Define per-entity custom fields: text, number, boolean, date, single/multi-select, URL. Values live on each row's metadata and travel through the API and MCP.
- [Work-Item Types](https://productos.ca/documentation/pages/settings/work-item-types): Per-workspace Type catalog for features: Feature, Bug, Tech-Debt by default. Add, recolor, reorder, set the default, choose which types reach the roadmap, archive.
- [Roadmap Audiences](https://productos.ca/documentation/pages/settings/roadmap-audiences): Who Work can be shown to on a roadmap: Leadership, Customers, Investors and your own audiences, each with a smallest size, a Public toggle and a private share link.
- [Notifications](https://productos.ca/documentation/pages/settings/notifications): Choose which workspace events reach you, per event and per channel (in-app, email, Microsoft Teams), and connect Teams.
- [Keyboard shortcuts](https://productos.ca/documentation/pages/settings/keyboard): View, search, and rebind every keyboard shortcut in ProductOS. Persisted in browser localStorage.
- [Audit log](https://productos.ca/documentation/pages/settings/audit-log): Append-only history of changes to the workspace: who changed what, when, and through which door (the app, the API, MCP, the Copilot, webhooks, imports and public feedback).
- [Feedback widget & API](https://productos.ca/documentation/pages/settings/widget-keys): Issue and manage keys for the feedback widget and the Feedback API: pk_live_* publishable keys for browsers, sk_live_* secret keys for servers.
- [Import / export](https://productos.ca/documentation/pages/settings/import-export): Bulk Excel import and export for every entity, plus per-entity CSV / JSON export.
- [Danger zone](https://productos.ca/documentation/pages/settings/danger-zone): Permanently delete every entity in the workspace. Owner only.
- [Vision & Mission](https://productos.ca/documentation/pages/strategy/vision): The top-level strategy statement that grounds every AI prompt and every roadmap decision.
- [OKRs](https://productos.ca/documentation/pages/strategy/okrs): Objectives and Key Results, quarterly targets that operationalize the vision and close the loop via outcome_id.
- [SWOT](https://productos.ca/documentation/pages/strategy/swot): Strengths, Weaknesses, Opportunities, Threats: categorised, impact-ranked, status-tracked.
- [Positioning](https://productos.ca/documentation/pages/strategy/positioning): Per-segment positioning statements: value proposition, differentiators, messaging pillars, target persona.
- [Pricing](https://productos.ca/documentation/pages/strategy/pricing): Pricing tiers with features, billing period, target segment, and competitor pricing for comparison.
- [Strategy Canvas](https://productos.ca/documentation/pages/strategy/canvas): Composite single-page view of vision, OKRs, SWOT, positioning, and pricing, for stakeholder reviews.
- [Knowledge](https://productos.ca/documentation/pages/tools/knowledge): Everything ProductOS knows about your workspace, and the per-source toggles that control what its AI features read.
- [Code](https://productos.ca/documentation/pages/tools/code): Claude Code session orchestration: dispatch, monitor, comment, and review draft PRs without leaving ProductOS.
- [Design System](https://productos.ca/documentation/pages/tools/design-system): The workspace's component / pattern / token catalogue, link components to features for design-aware planning.
- [Products](https://productos.ca/documentation/pages/workspace/products): Top-level product surfaces. Nest sub-products (API only); assign feedback and features to a product for filtered views.
- [Team](https://productos.ca/documentation/pages/workspace/team): Members directory with capacity, skills, allocations, and an org-chart view that mirrors manager_id.
- [Personas](https://productos.ca/documentation/pages/workspace/personas): User archetypes, who gives feedback, who benefits from features. Powers per-segment views across the app.
- [Accounts](https://productos.ca/documentation/pages/workspace/accounts): The organisations you deal with, each with a relationship and status, health, ARR, churn risk, and a feedback rollup.
- [Contacts](https://productos.ca/documentation/pages/workspace/contacts): The people at each account, by name and email, with their job title and persona. Meeting transcripts match speakers and attendees to them.
- [Troubleshooting](https://productos.ca/documentation/guides/troubleshooting): Common failure modes and how to fix them: auth, integrations, AI features, performance.
- [Feedback triage](https://productos.ca/documentation/guides/workflows/feedback-triage): Keep the Inbox moving: tag, cluster, theme, and promote to features without losing context.
- [ProductSense bulk cleanup](https://productos.ca/documentation/guides/workflows/productsense-cleanup): Run ProductSense's per-check suggestions over a page: streaming suggestions, accept inline, no stored reports.