Use Feedback & Comments
Lens has a built-in feedback loop for the review phase. Select any text in the Canvas, attach a comment, and resolve it — the document updates and the comment closes. This guide walks through each step.
Who can do this: Consultants and Account Owners.
Add a comment
Select text in the Canvas workspace
Click and drag to select any text in the main workspace area — a finding title, a sentence in a summary, a metric, or any text in your notes.
The text must be at least two characters. Selecting a single word works; selecting a period does not.
Click ”💬 Add feedback”
A small button appears near the selected text. Click 💬 Add feedback.
A composer opens showing:
- The selected text as a quote (up to about 200 characters)
- A text area for your feedback
Write your comment and submit
Type your comment in the text area. Be specific — your comment becomes an instruction:
- “Soften this language — the technicians are new, not underperforming. Rephrase as a ramp-up gap rather than a performance gap.”
- “Update this figure — the actual monthly RO volume is 920, not 800. I had the wrong number in the profile.”
- “Add context: the advisor conversion rate improvement was already started by the new service manager before our engagement.”
Click Add feedback. The comment appears in the Feedback Rail on the right side of the Canvas.
Review comments in the Feedback Rail
The Feedback Rail shows all open comments for the engagement. It is open by default on desktop. On mobile, tap the Feedback · [count] tab at the edge of the screen to open it.
Each comment shows:
- The section it was made in
- The quoted text it references (in italics)
- The comment body
Comments stay open until you resolve them. You can accumulate a batch of feedback from a review session and work through them all at once.
Resolve a comment
Find the comment in the Feedback Rail
Open the Feedback Rail and locate the comment you want to resolve.
Click “Resolve →”
Click the Resolve → button on the comment. Lens applies the edit to the relevant section and creates a new document version.
The comment closes and moves to the resolved state. You will see the resolution summary — what was changed — next to the closed comment.
If the edit cannot be applied automatically
In some cases, Lens may not be able to apply a complex edit automatically. The comment will show: “Couldn’t apply automatically — edit the section manually.”
In this case:
- Navigate to the relevant section in the Canvas
- Make the edit yourself — update the notes, rephrase the text, or add a recommendation
- Return to the Feedback Rail and resolve the comment manually
When you resolve a comment, a new document version is created. The previous version is preserved — nothing is deleted. If you need to review what changed, use the “view change” link on the resolved comment to see the version where the edit was applied.
View resolved comments
Resolved comments are hidden by default. To see the history:
- Open the Feedback Rail
- Click Show resolved · [count] at the bottom of the rail
Each resolved comment shows the original feedback, a strikethrough of the original text, and the resolution summary. A “view change” link points to the version where the edit was applied.
Common questions
Can I add feedback to any text in the Canvas? You can select and comment on any text in the main workspace area — section summaries, finding descriptions, notes you have written, and any other content. You cannot comment on the Section Rail or the bottom toolbar.
Can someone else resolve my comments? Any Consultant in your workspace can resolve any open comment. There is no locking — comments are open for anyone with edit access to act on. If you want a specific person to resolve a comment, name them in the comment body.
What if I add a comment by mistake? There is no delete option for comments, but you can resolve a comment immediately after adding it. Click Resolve → and it closes — the resolution will be empty, and the document will not change.
Can I add multiple comments in one review pass? Yes. Select text, add a comment, then select more text, add another comment. All open comments accumulate in the Feedback Rail. Work through them in any order.
Does adding feedback affect the Total Opportunity? Only if the feedback changes the inputs to a finding’s money calculation — for example, correcting the monthly RO volume. In that case, the finding is recalculated and the Total Opportunity updates. Purely editorial changes — rephrasing, softening language — do not affect the figures.