Oak: Turn Customer Insights into Winning Products
SaaS
Web
Turning Conversations Into Product Decisions
Oak connects the dots between raw customer conversations and strategic decision-making. It automatically pulls insights from transcripts and maps them to predefined objectives, helping teams make smarter, faster decisions based on real user data.
MY ROLE
As a founding product designer (part-time), I worked closely with the founders from day one, shaping early concepts, validating ideas, and iterating quickly as we searched for strong signals toward product-market fit.
THE PROBLEM
Product and research teams have hours of user interviews and call recordings, but most of it remains underused. Insights are hard to extract, categorize, and trace back to company goals. Even when teams take notes or tag transcripts, they often lack a structured way to make use of that information downstream in product planning.
Insights
Stop Guessing. Start Building What Customers Love.
AI-generated insights give teams a high-level view of recurring themes and product opportunities instantly.
A
Acme
A
Andre Johnson
Insights
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Insight
Customer
Source
Date
No Version Control, No Trust
Linen Haus
Recording
01 Jun, 2025
Flexible Pricing
Texmar
Intercom
28 May, 2025
Trade Shows Love Public Links
Fabrico
Recording
28 May, 2025
Need for Version Comparison
Texmar
Recording
20 May, 2025
Access Confusion for Partners
Maison Weave
Intercom
15 May, 2025
Regional Pricing, Shared Catalogs
Elixir
Survey
10 May, 2025
Comments Work, But No Alerts
Kijaqo
Recording
09 May, 2025
Manual Partner Assignment Is Tedious
Maison Weave
Recording
02 May, 2025
Duplicating for Pricing = Broken Flow
Linen Haus
Reddit
30 Apr, 2025
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Recordings
From Call to Clarity
Auto-transcribed, searchable conversations enriched with highlights and tags, no need to dig through hours of footage.
A
Acme
A
Andre Johnson
Recordings
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Folders
Marketplace
20 recordings
Digital Catalogs
50 recordings
Price Lists
5 recordings
Order Management
10 recordings
Recordings
.webp)
30 mins
Atlas Goods
.webp)
1 hour
Linen Haus Discovery
45 mins
Texmar Feedback
.webp)
30 mins
Maison Weave
2 hours
Fabrico / Acme
30 mins
Elixir Weekly
Summary: The big picture, instantly
Key insights, challenges, and opportunities. Auto-summarized from the call so teams can get aligned fast.
Atlas Goods
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30 mins
Atlas Goods
20 Jun, 2025 at 09:00 AM
Caleb Miller
Julie Abbott
Keith Johns
Summary
Transcript
Comments
We spoke with Caleb Miller, Wholesale Manager at Atlas Goods, to understand how his team uses our product to manage seasonal B2B catalogs.
The conversation highlighted a strong reliance on public sharing, region-based pricing and the need for better version tracking when updating catalogs. Caleb shared candid feedback on the importance of clear partner-specific access.
The conversation highlighted a strong reliance on public sharing, region-based pricing and the need for better version tracking when updating catalogs. Caleb shared candid feedback on the importance of clear partner-specific access.
Key Insights & Highlights
• Caleb manages 40+ active wholesale buyers across 3 regions (EU, GCC, North Africa).
• Their team maintains 3 catalogs per season, each shared with different pricing rules.
• He said they tried Showroom before, but dropped it due to "limited control over price visibility and too much friction setting up.
• Their team maintains 3 catalogs per season, each shared with different pricing rules.
• He said they tried Showroom before, but dropped it due to "limited control over price visibility and too much friction setting up.
Chat
Start a conversation about your call
Ask questions, brainstorm ideas or track decisions and updates
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Transcript: Searchable, scannable, actionable
A full breakdown of the conversation with highlights, tags, and AI-generated insights, ready to explore or reference.
Linen Haus Discovery
20 Jun, 2025 at 09:00 AM
Paul Spencer
Julie Abbott
Keith Johns
Summary
Transcript
Comments
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Julie Abbott
So Paul, can you walk us through how you’re currently managing product catalogs for buyers?
Paul Spencer
Yeah, right now we’ve got three main catalogs that we update every couple of months. One for local retailers, one for export, and one for hospitality clients. They all have different prices, and we don’t want them to see each other’s rates.
Keith Johns
How do you usually share those catalogs with your buyers?
Paul Spencer
Mostly public links. Sometimes through email, sometimes via WhatsApp. We use QR codes at trade shows—it’s the fastest way to get people to browse.
Julie Abbott
And how do you make updates or changes to those catalogs?
Paul Spencer
That’s the hard part. I’ll duplicate a catalog, make the edits, then share it again. But I wish I could just compare the changes instead of re-sharing the whole thing.
Keith Johns
Do you use any quotation or ordering features?
Paul Spencer
It’s more about price visibility right now, buyers request a quote, then we follow up manually.
Julie Abbott
How was your onboarding experience?
Comments: Team conversations, in context
Discuss insights, share updates, or ask follow-ups, all directly tied to the call for full traceability.
Maison Weave
20 Jun, 2025 at 09:00 AM
Summary
Transcript
Comments
Raul Kahun
Super clear use case for catalog segmentation. We should explore templates based on buyer type (retail/export/etc...)
Julie Abbott
They're duplicating entire catalogs just to make minor changes for each customer. Price lists and partner assignment would save a lot of time here.
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Files
All Your Research, One Home
Centralize docs, PRDs, and feedback files. Oak pulls insights from everything, not just calls.
A
Acme
A
Andre Johnson
Files
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Folders
Roadmaps
10 files
PRDs
5 files
PR/FAQs
15 files
All Files
Recents
Starred
Partner Connections
Version History PR/FAQ
Q2'2024 Roadmap Planning
Surveys
Capture insights at scale
A lightweight survey builder to quickly gather structured feedback from customers right when you need it.
A
Acme
A
Andre Johnson
Surveys
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Name
Sent To
Completion
Status
Date
How You Sell Today
5,000
70%
Active
01 Jul, 2025
What’s Missing From Your Toolkit?
10,000
80%
Draft
01 Jun, 2025
Your Pricing Workflow
6,000
90%
Active
01 May, 2025
Working with Partners
7,000
64%
Closed
01 Apr, 2025
Regional Selling & Localization Needs
2,000
88%
Closed
01 Mar, 2025
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New Survey
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K
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Objectives
Strategy in context
Define company goals once, then let Oak organize insights around them automatically.
A
Acme
A
Andre Johnson
Objectives
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All
Archives
Name
Accelerate Seller Activation and Time to First Catalog
Improve Catalog Personalization and Share Controls for Sellers
Increase Product Adoption of Pricing Tools
Expand Support for Complex Wholesale Models
Support Multi-Currency and Regional Localization
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Customers
The voices behind the insights
Track every user interaction and feedback trail, organized by customer.
A
Acme
A
Andre Johnson
Customers
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Companies
People
Name
Annual Spend
Location
Health
Timeframe
Aurora Grove Organics
$12,000
Amsterdam
Satisifed
01 Jun, 2025
Barley & Birch Distributors
$1,000
London
Neutral
28 May, 2025
Coastline Agro Partners
$10,000
Paris
Neutral
28 May, 2025
Edenfield Supply Co.
$2,000
Berlin
Satisifed
20 May, 2025
Golden Acre Foods
$12,000
Cairo
Satisfied
15 May, 2025
Northbend Wholesalers
$11,000
London
Unhappy
10 May, 2025
Oakroot Trade Co.
$8,000
Dubai
Neutral
09 May, 2025
SprigHill Traders
$6,000
Berlin
Satisfied
02 May, 2025
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What's next?
Oak is currently in its closed beta phase, working closely with a group of product-led teams of varying sizes to continuously iterate and validate workflows.
IMPACT
work in progress
