Getting started

Setting up Oskar takes a few minutes of your time. Oskar works out most of what it needs from your data, and only asks you about what it can't tell.

Joining the private beta#

Oskar is invite-only for now. Join the waitlist and tell us a little about your business. We invite people in small groups, and email you a sign-up link when it's your turn.

Each invite link is for one email address and works once. If yours has stopped working, reply to the invite email and we'll send a fresh one. If you already created your account, just sign in.

Before your account#

The invite link takes you to a short introduction, where Oskar asks:

1. Your company name and website.
2. What matters most to you right now. Choose any of failing payments, customers who might leave, new customers getting set up, and customers ready to grow. Oskar looks out for all of these, but puts what you choose first when several customers need you at once. You can change this later.

Then you create your account, with Google or with an email address and password. Your first workspace is created from your answers.

Setup#

Setup has three steps. Until it's finished, every page in your workspace takes you back to it.

1. Connect your data#

Oskar needs both your billing and your product usage:

• Stripe: choose Connect with Stripe and approve read-only access. See Connecting Stripe.
• PostHog: enter your region (US or EU cloud), your project id and a personal API key. A key with read-only query access is enough. See Connecting PostHog.

Not ready to connect real data? Choose Use demo data for either tool to try Oskar with a fictional business. Nothing real is connected.

2. Match your customers#

Oskar has to know which people in PostHog belong to which customer in Stripe. Every usage signal depends on this, so you confirm it rather than Oskar guessing. It shows how many paying customers it can currently match, with examples of matches and misses, and offers two rules:

• By company email domain. People who use your product with an @acme.com address belong to the Stripe customer whose billing email is @acme.com. Shared mail providers, such as Gmail, Outlook, Yahoo, iCloud and Proton, don't identify a company, so customers billed at those addresses aren't matched this way.
• By PostHog company group. Each PostHog group's key is the Stripe customer id (cus_…). This is only offered when Oskar finds company groups in your PostHog project.

You can change the rule later in Settings.

3. Check what Oskar learned#

Oskar looks through your data and works out as much as it can: what you sell, how often healthy customers use it, which actions show real value, the action that shows a new customer is set up, who your customers are and how you charge. It shows you a recap.

You then have a short conversation. Confirm or correct the recap, and answer Oskar's questions. It asks at most three questions a day, starting with the ones that most change its decisions. Everything you confirm is recorded as coming from you.

After setup#

Once setup is finished, Oskar assesses your customers and your workspace opens on Today, with the customers who need you first. From then on:

• Oskar reads new data and reassesses customers every night.
• You'll get an email on weekday mornings when someone needs you, unless you choose otherwise. See Talk to Oskar and email digests.
• Integrations shows your connections, and Settings shows what Oskar knows about your business, the matching rule, your email choice and the people in your account.

Everyone in your account can see every workspace in it. You can add another workspace, for example for a second product, and it goes through the same setup.

Next: Decisions and feedback.