Siftree forUser Research

Turn every customer call into evidence the roadmap can use

Siftree transcribes interviews and sales calls, codes every quote into needs, and keeps a quote bank your PMs can search.

Interview · Brightline HVAC

✓ Transcribed
DRDana R. · Fieldline
MTMarcus T. · Brightline HVAC
18:47 / 42:18
  • 12:04MTHonestly? Dispatchers rebuild the schedule by hand every time a tech calls in sick.→ Automatic re-routing
  • 13:40DRAnd once the job's done, what happens?
  • 14:31MTInvoices go out a week late because job notes are on paper.→ Mobile job notes
  • 18:47MTAnd customers keep calling to ask where the tech is.→ Live ETA

Needs codebook240 calls

  • Automatic re-routing

    34%of interviews

    Mid-marketHigh
  • Mobile job notes

    28%of interviews

    Mid-marketHigh
  • Labor-rule scheduling

    18sales calls · 0 interviews

    EnterpriseSales only
  • Live ETA

    15%of interviews

    EnterpriseMedium

17 needs coded across 40 interviews and 200 sales calls.

Codes
  • Zoom
  • Google Meet
  • Call recorder
  • Survey exports
  • G2 reviews
  • App Store reviews
  • CSV upload

Own your intelligence

You define how research gets coded.

Your codebook across every interview and call — comparable needs, not sticky notes that die in a deck.

Manual synthesis
With Siftree

Reading 40 transcripts and sticky-noting

240 conversations coded with one codebook

An afternoon of clip hunting for the PRD

A quote pack with timestamps

Research and sales notes never meet

Needs compared across interviews and sales calls

A readout deck nobody opens

A quote bank PMs ask from Claude or ChatGPT

Quote bank

Every quote, coded and one click away.

Filter by need, segment, or severity. Each quote jumps to its moment in the recording.

scheduling pain, field teams
All needsSegment ▾Severity ▾Interview + sales

★ In Q4 routing pack

“Dispatchers rebuild the schedule by hand every time a tech calls in sick.”
Automatic re-routingMid-marketHigh
Brightline HVAC · Dispatch lead1Interview · Brightline HVAC, Sep 12 · 12:04▶ 12:04
“Union rules make overtime assignment a nightmare.”
Labor-rule schedulingEnterpriseHigh
Summit Electric · VP Operations1Sales call · Summit Electric, Aug 28 · 22:40▶ 22:40
“Invoices go out a week late because job notes are on paper.”
Mobile job notesMid-marketHigh
Northgate Plumbing · Office manager1Interview · Northgate Plumbing, Sep 3 · 08:15▶ 08:15
“Customers want to see the tech's ETA, like a rideshare app.”
Live ETA for customersEnterpriseMedium
Keystone Mechanical · CX director1Sales call · Keystone Mechanical, Sep 9 · 31:12▶ 31:12
“When one job runs long, the whole afternoon falls apart and I'm on the phone fixing it.”
Automatic re-routingMid-marketHigh
Harbor Pest Control · Owner1Interview · Harbor Pest Control, Sep 15 · 19:30▶ 19:30

Research vs. sales

See what research hasn't heard yet.

The same needs, counted in interviews and in sales calls, side by side.

Interviews · 40

Sales calls · 200

  • Automatic re-routing

    34%
    22%
  • Mobile job notes

    28%
    12%
  • Ops reporting

    20%
    8%
  • Live ETA for customers

    15%
    19%
  • Labor-rule schedulingSales only · 18 enterprise calls, 0 interviews

    0%Not heard
    9%
  • Multi-site permissions

    0%Not heard
    6%
  • Parts inventory sync

    0%Not heard
    4%

3 needs show up in sales and never in research. That’s a recruiting gap, not a demand gap.

What lands

Evidence the roadmap can cite.

Needs synthesis report

● Ready

Fieldline Product · Q3 research

Top unmet need

Automatic re-routing came up in 34% of interviews and 22% of sales calls, highest in mid-market1Interview · Brightline HVAC, Sep 12.

Heard only in sales

Labor-rule scheduling came up in 18 enterprise sales calls and no research interviews. That's a gap in who we recruit, not in demand2Sales calls · enterprise, Q3.

A cited report, every run

Every claim links to the post, call, or page it came from.

#product

SiftreeApp7:02 AM

New need passed 10% of calls · Offline job access

Heard in 23 of 210 calls since Sep 1 (11%), mostly mid-market. 7 quotes added to the bank.

Alerts where your team works

Thresholds you set, delivered to Slack or email.

Task schedule

Active
Task
Code interviews and sales calls by unmet need and segment
Runs
When new recordings arrive
Alert
Alert #product when a new need passes 10% of calls

On your schedule

Approve the task once. It keeps running and repairs itself.

Quote pack · Q4 routing

12 quotes · 9 accounts
  • “Dispatchers rebuild the schedule by hand every time a tech calls in sick.”

    Brightline HVAC · Sep 12 · ▶ 12:04

  • “When one job runs long, the whole afternoon falls apart and I'm on the phone fixing it.”

    Harbor Pest Control · Sep 15 · ▶ 19:30

  • “Rain days mean re-booking 40 jobs before 7 am.”

    Keystone Mechanical · Sep 9 · ▶ 09:22

A quote pack for every bet

Quotes with accounts and timestamps, ready to paste into the PRD.

“I need one customer quote for the PRD and it takes an afternoon.”
— Product manager
  • “Which unmet needs appear in more than 25% of interviews?”

    → Need ranking
  • “How do enterprise and mid-market customers describe scheduling differently?”

    → Segment comparison
  • “Find three quotes that support the Q4 routing bet.”

    → Quote pack
  • “Which feature requests contradict what we heard in interviews?”

    → Conflict list
  • “What words do customers use for the problem we solve?”

    → Language bank
  • “Alert me when a new need shows up in 10% of calls.”

    → Alert

Questions

Before you ask.

FAQ

Does it work with recordings, not just transcripts?

Yes. Siftree transcribes audio and video recordings, then codes them alongside existing transcripts and notes.

Can we keep our own codebook?

Yes. Paste your codebook or let Siftree propose one from a sample. Codes come from a fixed list, so counts are comparable across studies.

How do PMs use it without learning a new tool?

They ask from Claude or ChatGPT through Siftree MCP and get answers with quotes that link back to the source conversation.

Why not just ask ChatGPT or Claude?

A chat assistant answers once from what it can see in the conversation. Siftree collects and connects your data, labels every record the same way, re-runs on a schedule, and cites the source behind each claim. You can still ask from ChatGPT or Claude through Siftree MCP.

Who can see our data?

Access is scoped to the channel and the accounts you grant. Tasks run in an isolated sandbox, creating or running a task requires approval, and every action is written to an activity log.

Do we need engineers to set this up?

No. Describe the outcome in plain language. Siftree scopes the work, builds and tests the pipeline, and asks for approval before anything runs.

Every conversation, one codebook

  • Interview recordings (transcribed)Conversations
  • Sales callsConversations
  • Support callsConversations
  • Survey exportsWritten feedback
  • Support ticketsWritten feedback
  • App Store reviewsWritten feedback
  • G2 reviewsWritten feedback
  • Research notesNotes
  • CSV / APINotes
Instead ofDovetailDovetailManual affinity mappingCall clip hunting

One analyst, every team

Put User Research on autopilot.

  • Cited. Every claim links to its source.
  • Approved. Nothing runs until you approve it.
  • Sandboxed. Tasks run in an isolated sandbox.
  • Scoped. Access limited to what you grant.

Siftree

The AI platform for customer-obsessed leaders. Build personalized customer solutions you can trust.

Siftree connects calls, tickets, reviews, social, documents, and your existing systems — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.