Char
How We Work

Analytics Funnel

The 8-stage user journey we track across consented website analytics and PostHog, from first website visit to retained paying user

We track the user lifecycle as an 8-stage funnel. Website acquisition uses consented website analytics on the web, and product funnel events live in PostHog. For implementation details and the full event catalog, see the developer analytics docs.

[                   1. Acquisition                  ]
[          2. Install         ][ 2a. Waitlist ]
[        3. Onboarding       ]
[      4. Activation      ]
[    5. Habits     ]
[  6. Retention ]
[ 7. Convert ]
[8. Paying]

1. Acquisition (website visits)

Standard consented website analytics tracking, plus PostHog pageview and session tracking.

2. Converting visits to app installs

  • download_clicked — platform, spec, source
  • show_main_window — fired whenever the app is opened. First occurrence marks install.

Optional:

  • reminder_requested — mobile waitlist signup
  • os_waitlist_joined — unsupported OS waitlist signup

3. Onboarding

  • onboarding_step_viewed — freshly downloaded users see this on first open
  • user_signed_in + identify() — account created
  • onboarding_completed — finished onboarding flow

4. Activation (first summary)

  • note_created — has_event_id
  • session_started — has_calendar_event, stt_provider, stt_model
  • note_enhanced — is_auto, llm_provider, llm_model, template_id (this is the summary)

5. Building habits (multiple meeting notes)

  • Repeated note_created events
  • Repeated session_started events
  • Repeated note_enhanced events
  • file_uploaded — file_type (audio/transcript imports)
  • message_sent — chat engagement
  • search_performed — searching past notes
  • session_exported — format, getting value out of notes

6. Retention (coming back)

  • Repeated note_enhanced over multiple days/weeks
  • Repeated tab_opened — view
  • note_edited — revisiting old notes
  • search_performed — referencing past content

7. Conversion (trial to pro)

  • upgrade_clicked — plan: "pro"
  • User property: plan changes from trial to pro
  • User property: trial_end_date for timing analysis

8. Retention (keep paying)

  • Continued session_started, note_enhanced, note_created post-conversion
  • settings_changed — ongoing engagement with app config
  • data_imported — deepening investment in the platform
  • Absence of user_signed_out

Segmentation properties

Key user properties for segmentation across all stages:

is_signed_up, plan, trial_end_date, has_configured_ai, platform, app_version, current_stt_provider, current_llm_provider