Tutorial

Turn a customer call into product feedback

Run a customer call in Tana and walk out with structured product feedback your team can act on: the pain points, a customer-journey map, and screenshots and annotations of exactly where they struggled.

Customer calls are full of signal and almost impossible to capture by hand. You are listening, asking, and scribbling at once, and the texture is gone by the time you write it up. In Tana, the call does that part for you.

Run a customer call in Tana and walk out with structured product feedback your team can act on: a summary, the specific pain points, and screenshots and annotations of exactly where they struggled. It uses one of Tana's default skills, so there is nothing to set up to get your first one.

Run the call

1
Start the call and get them sharing their screen

Start a meeting in Tana and join. The richest signal comes from the screen, so ask them to share their workflow, or share your product and watch them use it. Tana transcribes the conversation and reads the shared screen, so you can stop scribbling and actually listen.

2
Let them show and tell

Run the call you were going to run. As they walk their process or react to a feature, Tana follows both what they say and what is on screen. It captures the shared screen, never anyone's camera.

3
Generate the product feedback

Run the default product feedback skill, from the Skills button in the meeting or with / in chat. Tana turns the conversation into structured feedback: a summary, the specific pain points, and screenshots with annotations marking exactly what they reacted to. This is the part that lands, the feedback is tied to the moment it happened, not reconstructed from memory.

4
Add a customer-journey map (optional)

For the bigger picture, generate a customer-journey artifact: a before-and-after map of how they work today and where it could go. It is ready to share with the product team or a stakeholder as it is.

5
File it as shared insights and send it on

Review what Tana produced, it arrives as a proposal you accept, then file the pain points as typed insights in your team's space, so the whole product team sees them, not just you. From there, push a specific item to Linear when it is ready to act on.

What you walked away with

A customer call used to leave you with messy notes and a write-up to do. Now it leaves you with product feedback the team can act on, the pain points, the journey, the exact screenshots, shared minutes after the call.

And it compounds. Because every call files into the same shared insights, the patterns surface on their own: the third customer this month to hit the same wall, the feature five interviews keep circling. Your team's understanding of its users gets sharper with every conversation, and the AI draws on all of it.

Turn a customer call into product feedback - Tana Learn