CapySays User Guide
Welcome to CapySays — the customer feedback platform that helps you collect, understand, and act on real-time feedback from the people who matter most.
Whether you're setting up your first feedback device or reviewing analytics across multiple locations, this guide walks you through everything you need to know.
Choose your path
Pick the guide that matches your role:
| Role | What you do | Start here |
|---|---|---|
| Owner | Create and manage your organization, view analytics, manage billing | Owner Quickstart |
| Manager | Run a branch — manage locations, devices, activities, and staff | Manager Quickstart |
| Staff | Join an organization, manage your profile, view your feedback | Staff Quickstart |
| Ambassador | Share referral codes, track commissions, grow the community | Ambassador Quickstart |
New here?
If you've never used CapySays before, start with the Getting Started crash course. It takes you from sign-up to your first piece of feedback in about 10 minutes.
Reference
Detailed guides for every feature:
- Account Management — Signup, login, passwords, MFA, account deletion
- Organizations — Creating and managing your organization
- Branches and Locations — Setting up your physical structure
- Devices — Registering, configuring, and managing feedback devices
- Feedback Collection — How the collector works, screen types, ratings
- Team Management — Inviting members, roles, permissions
- Activities and Scheduling — Managing activities and the calendar
- Dashboard and Reports — Analytics, KPIs, and data insights
- Billing and Plans — Plans, checkout, and subscription management
- Audit Log — Tracking changes across your organization
Glossary
Not sure what a term means? Check the Glossary for definitions of all CapySays concepts.