Setup

Connect your tools to start capturing customer intelligence automatically.

1. OpenPhone

Auto-import call transcripts when calls end. Every call gets analyzed by Claude and saved to your history.

Webhook URL
/api/webhooks/openphone
Setup Instructions
  1. In OpenPhone: Settings → Integrations → Webhooks
  2. Click Add webhook
  3. Paste the URL above
  4. Select Call Completed event
  5. Click Save

2. Fathom

Auto-import meeting transcripts when video calls end. Works with Zoom, Google Meet, and Teams.

Webhook URL
/api/webhooks/fathom
Setup Instructions
  1. In Fathom: Settings → Integrations → Webhooks
  2. Paste the URL above
  3. Click Save

3. Calendly

Set up a recurring customer call. No agenda. Just listen.

Suggested Call Description
20 minutes. No agenda. One question:
walk me through how you used
[your product] this week.

Your feedback directly shapes
what we build.
Recommended Cadence
Week 15 calls
Ongoing3 calls minimum
Monthly1 deep dive

4. Customer Slack

A private channel for your best customers. Direct line to you, not support.

Invite Message
Hey [Name] — starting a private
channel for our best customers.
Direct line to me, not support.
First look at what we're building.
Join here: [link]
Suggested Channel Structure
#updates#feedback#[customer-name]