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Review a website with a client

Collect feedback on a live site, assign the next step, and ask the reporter to verify the fix.

Create a project

Prepare the review

Use a project for the site you want to review.

  1. Sign in and create a project. Add the production or preview addresses your client will use.
  2. Open the project’s installation guide and add its script tag to the site. The Next.js guide covers the App Router. If you cannot change the site, invite the client and have them use the browser extension instead.
  3. Run the installation check. Use the project’s people settings to invite the client, or deliberately allow guest feedback in its review settings.
  4. Share a review link from the project. Ask the client to use that address for the review.

Keep feedback attached to the page

Point to the problem

Pin a comment to an element or select the words you want to discuss. Describe the result you expected and what happened.

Keep one issue in a thread

Reply in the same thread when you need more context. Separate unrelated changes so each one can be assigned and verified.

Choose the next step

Assign the work, set its priority and review the inbox together. Use feedback triage when the review has many threads.

Check the fix with the reporter

Marking work done and confirming the result are separate steps.

After the change is deployed, ask the person who reported it to verify the fix. They can confirm it or reopen the discussion. Read the fix verification guide for the available states.

Keep the team’s work in one place

If your team already works in another service, choose a supported integration in the project settings. Check its setup steps and permissions before connecting it.

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