Getting Started

Deck's first-run setup helps you create a workspace, choose how you want to add feedback, and start from either sample data or your own sources.

Open beta access

During capped open beta periods, Deck may ask new sign-ups to join the waitlist before creating a workspace. If you are already on the waitlist, choose Waitlist Sign Up on the capped sign-up screen and enter the same email you used for the waitlist. Deck verifies that email before opening the Clerk sign-up form.

If you are already signed in with a different email, sign out first, then sign up with your waitlist email. Deck checks the authenticated account again during workspace creation, so the email on your account needs to match an email on the waitlist.

Welcome flow

When you create a new workspace, Deck asks what kind of feedback you want to work with first:

• CSV or NPS imports
• User interviews
• Integrations such as Slack, Intercom, Zendesk, Salesforce, HubSpot, Attio, or Notion
• Plan and workspace setup tasks

Your choices become a setup checklist in the app header after onboarding. The checklist points you to the right upload, integration, billing, or MCP setup page and updates as tasks are completed.

If you choose to upload feedback during onboarding, Deck opens the same CSV, NPS, or interview upload wizard you can use later from the app. If you close the wizard before submitting, you can reopen it from the onboarding step without losing your setup choices.

Sample workspace data

If your workspace does not have real feedback yet, Deck can show sample dashboard data after onboarding. This lets you explore how feedback becomes themes, opportunities, initiatives, and dashboard signals before importing your own data.

The sample data is only for onboarding. It is marked separately from your real feedback and can be removed from the dashboard.

Adding your own data

You can add real feedback from the setup checklist or directly from the relevant page:

When you add your first real source, Deck removes onboarding sample data before importing your feedback. If sample cleanup cannot complete, Deck stops the import and asks you to retry so sample data is not mixed with real customer data.

Credit checks during setup

AI processing uses credits. If overages are disabled and your workspace is running low, Deck may keep some credits available for activation work such as feedback synthesis, theme synthesis, NPS synthesis, and initiative generation.

For large CSV imports, rows that cannot be processed immediately because of credit limits are saved as waiting for credits instead of being discarded. You can still review the upload, and more rows can be processed after credits are available.

Finishing setup

Open the Setup checklist in the app header whenever you want to continue setup. When all checklist tasks are complete, the checklist is hidden automatically. You can also choose Don't show again to hide the checklist without completing every task.