Category: Generative AI

Amplitude’s AI Visibility Upgrade: Content Generation, Chat Segmentation, Sleeker UI—Why It Matters

I look for analytics upgrades that meaningfully compress time-to-insight for product teams. The newest expansion of Amplitude AI Visibility stands out because it improves how we explore user behavior, automate insight creation, and translate data into action across product-led growth motions.

Explore the most recent updates to Amplitude AI Visibility, including content generation, AI chat-driven segmentation, better UI, and improved reliability.

Here’s how I’m thinking about the impact. Content generation can turn raw events into ready-to-share narratives—experiment summaries for A/B testing, cohort deep-dives for retention analysis, and executive briefs that tie outcomes to roadmap decisions. For leaders and ICs alike, this trims the manual lift in Amplitude analytics while keeping the human in the loop to verify context and nuance.

AI chat-driven segmentation is another meaningful unlock. Instead of clicking through complex filters, I can describe the cohort I want in natural language and iterate quickly. That speeds up continuous segmentation work—spotting activation bottlenecks, isolating churn precursors, or defining cohorts for product-led growth experiments—and keeps the team focused on hypotheses and decisions, not interface friction. With LLMs for product managers, the key is pairing this speed with clear guardrails and validation steps.

The updated UI matters more than aesthetic polish. A clearer, more consistent experience reduces cognitive load, improves adoption across cross-functional partners, and reinforces a unified analytics platform approach. Improved reliability, paired with strong observability, increases trust in the stack—critical when insights drive roadmap priorities and high-visibility launches.

Operationally, I’d roll this out with a simple playbook: identify 2–3 high-value use cases (e.g., activation funnel analysis, churn cohort exploration, experiment reporting), define success metrics (time-to-insight, stakeholder adoption, decision velocity), and establish basic AI risk management and data governance guardrails (prompt templates, access policies, and review steps). The goal is to turn AI workflows into a durable capability rather than a one-off novelty.

Bottom line: these enhancements remove friction between questions and answers. If your team relies on Amplitude analytics, the combination of content generation, AI chat-driven segmentation, a cleaner UI, and stronger reliability should accelerate discovery cycles and help you translate insight into action with greater confidence.

Inspired by this post on Amplitude – Best Practices.

February 5, 2026
Two People, Zero Waste: How Earmark’s Agentic AI Turns Meetings into Finished Work

I care about meetings only insofar as they create momentum and outcomes. What if your meetings could actually produce the artifacts you need—specs, tickets, slides—before the call even ends?

I recently listened to an episode of Just Now Possible where Teresa Torres talks with Mark Barbir (CEO) and Sanden Gocka (Co-Founder), the co-founders of Earmark, about building a productivity suite that turns unstructured conversations into finished work in real time. As a product leader, this premise hits the sweet spot of agentic AI, real-time AI workflows, and ruthless focus on outcomes over output.

Listen to this episode on: Spotify | Apple Podcasts

Unlike generic AI notetakers that produce summaries nobody reads, Earmark runs multiple agents in parallel during your meetings—translating engineering jargon, drafting product specs, even spinning up prototypes in Cursor or V0 while you're still talking. That’s the bar I want from AI in the room: finished work, not notes.

What impressed me most was the clarity of their pivot. They moved from an Apple Vision Pro presentation coaching tool to a web-based meeting assistant. I’ve made similar calls: when the distribution path and daily workflow are obvious, you follow the user’s gravity. This shift unlocked a broader surface area—PMs, engineers, design partners—and made agentic workflows useful where work actually happens.

They also turned a technical constraint into a commercial advantage. Their ephemeral (no-storage) architecture became a feature for enterprise sales. I’ve seen this repeatedly in AI risk management: privacy-by-design and clear data governance reduce friction with security reviewers and accelerate procurement. For many enterprises, “we don’t store your data” is the win condition.

Cost discipline was another standout. They tackled the hard problem of making real-time AI affordable—from $70 per meeting down to under a dollar through prompt caching. That’s not just optimization; it’s product strategy. Choices like model selection, context window management, and retrieval-first pipeline design determine whether a feature can scale to every meeting or remains a demo.

On capability design, the team leaned into templates and simulated stakeholders to ship value fast. Template-based agents: Engineering Translator, Make Me Look Smart, Acronym Explainer. Personas that simulate absent team members (security architect, legal, accessibility). This is exactly how I frame early AI workflows: remove friction for the product trio, anticipate blockers, and let the agent do the tedious, error-prone first pass.

They were refreshingly pragmatic about models. Why GPT 4.1 still beats newer models for prose quality in their use case is a reminder that “best” is contextual. When the job-to-be-done is precise prose and production-grade artifacts, consistent quality trumps leaderboard buzz. Of course, they also invest in guardrails to ensure quality and manage hallucinations—another non-negotiable for enterprise adoption.

Search and analysis across time is where many AI products stumble. They explained the limits of vector search for analysis questions across meetings and how they’re building agentic search with multiple retrieval tools (RAG, BM25, metadata queries, bespoke summaries). I couldn’t agree more: analysis requires reasoning over structure, time, and purpose—not just semantic proximity. Layered retrieval with stateful agents beats a single embedding call.

They also articulated a crisp user thesis: design for product managers as the extreme user to solve for everyone. In my experience, if you satisfy the PM’s bar for clarity, traceability, and actionability, engineers, designers, and go-to-market teams benefit immediately. That’s how you earn daily active use, not once-a-week novelty.

For builders curious about the stack and comparables, they discuss services and tools like Assembly AI for speech-to-text, OpenAI API with prompt caching support, and build integrations with Cursor and V0 by Vercel. They also reference Granola as a comparison point and nod to ProductPlan, where both founders previously worked. If you want to try the product, here’s Earmark—a productivity suite where the work completes itself.

If you're a PM drowning in follow-up work or a builder curious about real-time AI architectures, this conversation offers a detailed look at what it takes to ship an AI product that people can't imagine working without. Personally, I see this as a credible path toward an AI chief of staff—their vision goes beyond automating deliverables to orchestrating judgment, compliance signals, and cross-functional readiness.

The episode covers the founder backstory, what Earmark does, comparisons to competitors, unique features, templates and personas, technical decisions, early versions and challenges, optimizing transcript summarization, managing multiple tools and costs, challenges with context and reasoning models, innovative search and retrieval techniques, creating actionable artifacts from meetings, ensuring quality and managing hallucinations, and the future vision for an AI chief of staff. It’s a full-spectrum look at building with agentic AI, not just talking about it.

Podcast transcripts are only available to paid subscribers.

Inspired by this post on Product Talk.

February 5, 2026
From Idea to Impact: My PM-Friendly Blueprint to Building Your First AI Agent Fast

AI agents are quickly moving from novelty to necessity, and the fastest way to capture value is to approach them like any other high-stakes product initiative. In this guide, I share how I plan, build, and launch production-grade agents with a product mindset—balancing ambition with risk, speed with governance, and innovation with measurable outcomes.

I start by getting crisp on the outcome. Who is the primary user, what job are they hiring the agent to do, and how will we know it’s working? I translate this into outcomes vs output OKRs, such as resolution rate, time-to-value, cost-to-serve, or qualified pipeline influenced—anchoring the roadmap before a single line of code or prompt is written.

Next, I map the agent’s scope and boundaries. I write a simple capability canvas: the tasks the agent must perform, the tools it can use, the data it can access, and the constraints it must respect. Most successful builds follow a retrieval-first pipeline: connect trusted knowledge sources, enrich with metadata, and manage a lean context window to keep responses relevant and cost-efficient. From the start, I bake in privacy-by-design, data governance, and AI risk management so compliance isn’t an afterthought.

Model selection comes after the workflow is clear. I choose an LLM for the job (latency, cost, multilingual needs, and tool-use fidelity) and pair it with the right connectors and actions—think CRM integration, ticketing, search, or internal APIs. For voice experiences, I define a voice AI agent persona, turn-taking rules, and barge-in behavior. This is where agentic AI patterns shine: structured planning, tool invocation, and verification loops create a resilient, goal-directed system.

Prompt design is product design. I write system prompts that define role, tone, constraints, data sources, and success criteria. I add few-shot examples that mirror my top use cases and edge cases, then apply prompt engineering best practices to control style, limit speculation, and encourage citations. For voice, I include prompt engineering for voice to optimize brevity, warmth, and disfluency handling without sacrificing accuracy.

Before launch, I build an eval-driven development workflow. I curate golden datasets from real user intents, add adversarial cases, and automate evals for accuracy, safety, grounding, and tool-use success. I set a minimum detectable effect (MDE) so A/B testing can validate improvements with confidence, and I define go/no-go thresholds to prevent regression. This becomes my continuous discovery loop for the agent.

Instrumentation is non-negotiable. I wire up Agent Analytics to track task success, containment/deflection rate, handoff quality, cost per task, and user satisfaction. I supplement with a unified analytics platform and session replays to observe failure patterns. These signals feed prioritization and help me decide when to expand scope versus harden reliability.

For delivery, I rely on CI/CD with feature flags to gate risky capabilities, plus canary releases for new tools and prompts. I monitor DORA metrics to maintain deployment frequency without trading off quality. When incidents happen, I treat them like production issues: incident management playbooks, rollbacks, and clear postmortems.

Trust is earned through safety and transparency. I enforce least-privilege access, structured logging, and red-teaming for jailbreaks, prompt injection, and data exfiltration. Threat detection and response plus clear user disclosures keep the experience responsible and compliant with regulatory requirements.

GTM is product-led. I use in-app guides, product tours, and onboarding checklists to drive user activation and early wins. I define success moments, turn them into habit loops, and run retention analysis to find where users stall. This tight loop of messaging, measurement, and iteration accelerates product-market fit.

Common high-ROI use cases I prioritize include customer support ai strategy (automated resolution and augmented agent assist), sales and success workflows (lead qualification, QBR prep), and internal knowledge copilots (policy, process, engineering runbooks). Each starts narrow, ships fast, and scales with proven evidence from analytics and experiments.

If you’re skimming, here’s the blueprint: clarify outcomes, design AI workflows with a retrieval-first pipeline, select the right LLM and tools, engineer robust prompts, institutionalize evals and A/B testing, instrument Agent Analytics, ship with CI/CD and feature flags, and iterate with discipline. In the walkthrough video above, I go deeper on templates, prompts, and experiments you can use to build your first agent with confidence.

Inspired by this post on Product School.

February 5, 2026
Becoming AI Native: A Practical Playbook to Transform Strategy, Teams, Data, and Tech

AI Native is more than a feature set—it’s an operating system for the entire business. In my role leading product, I’ve seen that companies win when they treat AI as a first-class citizen across strategy, architecture, workflows, and go-to-market. In this narrative, I unpack what “AI Native: What It Means and How to Get There” looks like in practice, sharing the frameworks I use to align vision, technology, and teams around measurable customer outcomes.

When I say AI Native, I mean a company where core value creation, customer experience, and internal operations are powered by AI end-to-end. It’s not just bolting on a chatbot. It’s rethinking product strategy, data foundations, and execution so we can deliver differentiated experiences faster, at lower cost, and with higher reliability. This shift demands clarity on where AI truly creates leverage—and the courage to say no where it doesn’t.

The starting point is strategy. I ground teams in outcomes vs output OKRs and a crisp value proposition: Which customer jobs-to-be-done benefit most from generative AI? Where can we unlock 10x improvements in speed, accuracy, or personalization? We prioritize a small number of high-signal use cases, size impact, and design Minimum Viable Experiments (MVEs) to de-risk assumptions before scaling. This is where build vs buy decisions matter—use foundation models and platforms for commodity needs, and invest your scarce engineering time where differentiation lives.

Next comes architecture and data. AI Native products thrive on a retrieval-first pipeline, strong context window management, and model-agnostic abstraction so we can swap providers as needs evolve. I emphasize privacy-by-design, robust data governance, and observability across prompts, embeddings, latency, and cost. These guardrails let us move quickly without compromising trust, especially in regulated or enterprise settings.

Execution shifts as well. I organize empowered product teams and product trios around the highest-value workflows, not components. Continuous discovery pairs with CI/CD, feature flags, and telemetry so we can test safely in production. Eval-driven development is non-negotiable: we design offline and online evaluations that mirror real user success criteria—accuracy, helpfulness, safety, and business outcomes—then wire those evals into the build pipeline to prevent regressions.

On the intelligence layer, we increasingly rely on AI workflows and agentic AI to orchestrate multi-step tasks—retrieval, reasoning, tool use, and verification—with human-in-the-loop where appropriate. Clear system prompts, tool definitions, and fallbacks keep behavior predictable. This is where product craft meets prompt engineering and LLMs for product managers: the best teams codify patterns, share prompts in a living library, and standardize on a lightweight AI product toolbox.

Risk and reliability are part of the product, not an afterthought. I run AI risk management as a continuous program spanning red teaming, content filters, PII handling, audit trails, and incident response. We tie policies to concrete controls and create simple dashboards leaders can trust. The goal is to ship boldly with safety, maintainability, and scale in mind.

Becoming AI Native also changes how we grow. We lean into product-led growth with clear in-app guides, product tours, and activation paths that teach users where AI shines. CRM integration ensures sales and success teams have context to coach customers. Pricing experiments—often usage- or value-based—align revenue with the impact customers feel, while retention analysis helps us double down on the use cases that drive compounding value.

To make this real, I use a 90-day plan. Days 0–30: align on strategy, top use cases, and risk posture; stand up data pipelines and a basic retrieval-first stack; define evaluation metrics. Days 31–60: ship MVEs behind feature flags, run head-to-head evals, and instrument observability; start a cross-functional community of practice. Days 61–90: scale the winning use cases, formalize governance, and publish a roadmap tied to outcomes—not just features—with clear SLAs and success metrics.

The destination is a durable advantage: faster iteration cycles, smarter experiences, and a product strategy that compounds with every interaction. If you’re ready to make the leap, start small, measure obsessively, and build the muscle to ship, learn, and adapt. That’s the heart of becoming AI Native—and it’s well within reach.

Inspired by this post on Product School.

February 5, 2026
From Coaching to Co‑Pilots: How AI Elevates Product Owners and Feature Teams

After two decades of coaching product teams, I’m making a deliberate shift in how I guide leaders and practitioners. The destination hasn’t changed—great products, empowered product teams, and durable outcomes—but the route has. AI is now a practical, compounding advantage, and it demands we evolve our product coaching model.

In my day-to-day as a VP of Product Management at HighLevel, I’ve watched AI move from novelty to necessity. Large language models, agentic AI, and streamlined AI workflows now accelerate how we discover opportunities, test hypotheses, and communicate decisions. This is not about replacing product judgment; it’s about augmenting it with a disciplined AI Strategy.

For years, I’ve raised the alarm about the gap between execution and strategy among “product owners and feature team product managers.” The intent was never to pile on more process. It was to strengthen product discovery, sharpen product strategy, and clarify outcomes vs output OKRs so that teams ship what matters. AI finally gives us the leverage to make that shift unavoidable—and repeatable.

Here’s the new coaching stance: treat AI as a co-pilot, not an answer engine. I coach teams to build an AI product toolbox they can trust—prompt engineering patterns, eval-driven development to measure model quality, and a retrieval-first pipeline for institutional knowledge. When combined with continuous discovery, this creates a tight loop between insight, iteration, and impact.

Practically, this means elevating core rituals. In product trios, we start discovery with AI-assisted opportunity mapping, then pressure-test problem framing with user evidence. We generate multiple solution sketches with LLMs for product managers, annotate assumptions, and use A/B testing with a minimum detectable effect (MDE) to validate the riskiest bets. The result is faster learning without skipping the hard thinking.

On the governance side, I set clear guardrails: privacy-by-design, data governance, AI risk management, and explicit criteria for acceptable model behavior. We treat prompts and evaluation datasets as versioned assets, and we pair product managers with forward deployed engineers to operationalize insights in production safely.

Coaching also extends to measurement. We anchor product outcomes in the customer journey and watch leading indicators for activation, adoption, and retention. On the delivery side, we look at deployment frequency and the health of the feedback loop between support signals and roadmap choices—because empowered product teams win when they learn faster than the market shifts.

The most profound cultural change is mindset. Instead of asking AI for answers, we ask it for alternatives, counterexamples, and structured ways to explain tradeoffs to stakeholders. That makes product positioning clearer, decision narratives stronger, and the path from insight to execution shorter.

If you’re responsible for developing talent, reframe coaching as enablement plus guardrails. Build the AI muscle into everyday discovery and delivery, not as a side project. When we do this well, we transform good practitioners into strategic operators—people who pair judgment with leverage and consistently ship value.

The bottom line: AI doesn’t replace the craft; it amplifies it. Our job as leaders is to harness that amplification responsibly and turn it into a durable competitive advantage.

Inspired by this post on SVPG.

February 4, 2026
Build Your Personal Operating System with Claude Code: A Playbook for Focus, Speed, Clarity

This is the year to build your personal operating system. For me, that line isn’t a slogan; it’s a commitment to eliminate context switching, compress decision cycles, and turn fragmented information into a reliable source of truth. As a product leader, I needed a system that blends judgment, data, and automation—so I built mine around Claude Code.

When I say “personal operating system,” I mean an integrated set of AI workflows, rituals, and tools that capture knowledge, structure decisions, and automate execution. It’s where product discovery meets delivery: a place to synthesize signals, prioritize with clarity, and move from insight to action without friction. The outcome is fewer ad hoc decisions, more deliberate strategy, and a calmer, more focused day.

Claude Code sits at the center because it helps me translate intent into working software and repeatable processes. I use it to scaffold small utilities, write adapters for APIs, and evolve prompts into robust patterns. It accelerates everything from research synthesis and PRD drafting to backlog grooming and stakeholder updates—while keeping me in the loop for final judgment.

Under the hood, I run a retrieval-first pipeline that connects notes, docs, tickets, research transcripts, and roadmaps into a searchable, living memory. With careful context window management, I feed only the most relevant snippets into Claude Code, preserving accuracy and speed. The result: richer answers, fewer hallucinations, and an assistant that “remembers” what matters without drowning in noise.

My daily loop is simple: capture, synthesize, decide, and act. I capture customer signals and meeting notes into a personal knowledge management vault; synthesize patterns with prompt engineering that emphasizes evidence; decide using outcomes vs output OKRs; and act by generating drafts, creating tasks, and updating artifacts. Claude Code helps me wire this end-to-end, so the system works even on my busiest days.

If you’re implementing this from scratch, start small. Pick one high-friction workflow—say, product feedback triage—and build a narrow agentic AI flow to classify, summarize, and route items. Use eval-driven development to test prompts against known edge cases. Add guardrails and privacy-by-design practices from day one, then expand to neighboring workflows once the first loop is reliable.

Governance matters. I treat AI risk management, data governance, and security as first-class citizens: limited data scopes, clear audit trails, human-in-the-loop approvals, and rollback plans. Feature flags control changes; observability tracks drift and quality; and a simple playbook documents how we deploy, monitor, and improve the system.

Measure what this personal operating system earns you. Track decision latency, cycle time from signal to action, meeting-to-output ratios, and the signal-to-noise ratio of inputs. When the system is working, you’ll feel it: fewer meetings, more momentum, and sharper product strategy supported by trustworthy AI workflows.

The goal isn’t to automate judgment—it’s to protect it. By letting Claude Code handle the glue work and information wrangling, I preserve energy for high-leverage thinking: positioning, sequencing, and trade-offs. Build your personal operating system now, and make this the year your product practice runs with clarity and composure.

Inspired by this post on Pendo – Best Practices.

February 3, 2026
The AI Deployment Gap Is Widening—Accelerate to Mature ROI and World-Class CX in 2026

I’ve watched AI adoption accelerate dramatically over the last year, and the momentum is undeniable. Teams everywhere are experimenting, piloting, and operationalizing AI—but the ways they’re doing it, and the outcomes they’re seeing, vary widely.

Our latest research shows that 82% of senior leaders invested in AI for customer service in 2025, and 87% plan to in 2026. That’s the new baseline. The differentiator now is depth—how far AI is embedded into core workflows, accountability, and measurement.

Teams with mature AI are almost twice as likely to achieve higher, more consistent support quality. Our survey shows 43% of advanced adopters citing this benefit compared with 24% of early deployments.

But while most teams are using AI, our 2026 “Customer Service Transformation Report” shows that this usage is not equal. A gap is opening up between teams that have deployed AI at a surface level and those that have integrated it deeply. I see this firsthand: shallow deployments answer FAQs; deep deployments redesign processes, policies, and teams.

Survey results highlight the AI deployment gap: nearly nine in ten organizations with mature AI see improved customer service metrics (87%), compared with 62% across all respondents, visualized with bold circles.

For this year’s report, we surveyed over 2,400 global customer service professionals across a range of industries to see how they’re using AI today, where it’s paying off, and what they’re betting on as they plan for 2026. The findings mirror my experience leading AI Strategy and AI workflows at scale.

As AI programs advance, measurement confidence surges. This chart shows how ROI tracking rises from 35% in exploring to 70% in mature deployments—evidence of a widening execution gap in customer service.

We found that for many teams, AI is still doing narrow work like answering simple questions or handling small parts of workflows. These teams are seeing benefits, but only a fraction of what’s possible. Meanwhile, a smaller group is pulling away. They’ve put AI at the core of their service operation, integrating it into critical workflows, giving it more responsibility, and continuously improving it over time. That’s the hallmark of mature deployment.

Customer service priorities are shifting fast. By 2026, improving CX tops the list at 58%, cost and efficiency climb, and quality moves to third as teams prepare to scale operations and evolve skills.

The difference in results and overall support experience – for both teams and customers – is significant. Here’s how I interpret the data and what I recommend to close the gap.

Survey insights from the 2026 customer service transformation report reveal how AI reshapes support roles: 45% of teams updated job descriptions and 40% ramped up AI training, while human agents focus more on complex escalations.

AI adoption is the norm, depth makes the difference. According to senior leaders, 82% of organizations invested in AI in 2025, with 87% planning to invest in the year ahead. Despite this widespread investment, only 10% of teams report having reached a mature level of deployment, where AI is fully integrated into operations and working at scale. In my playbook, maturity means end-to-end ownership of well-defined workflows, robust guardrails, and clear success criteria.

Early AI wins are fueling expansion beyond support. Survey results show 57% cite proven success, 49% aim for a unified customer experience, 33% need to scale without adding headcount, and 31% see demand from other teams.

Reaching this level of maturity is where AI’s real value lies. We found that 43% of teams with mature deployment report higher quality and consistency across support – nearly double the rate of those still in the exploration or initial deployment stages. That aligns with what I see when we move from point solutions to platform thinking and agentic AI patterns.

Leaders are racing ahead with real AI in support. Explore the 2026 Customer Service Transformation Report to see where deployment is stalling, benchmark your team, and get practical steps to scale automation that delights.

ROI becomes clearer with deeper integration. The economic benefits of AI tend to show up first in speed and throughput, and they show up fast. Across all respondents, 62% say their customer service metrics have improved since implementing AI. Most often, teams report their initial gains in efficiency and scale—faster responses, shorter handling times, and the ability to resolve more conversations with the same team—all driving lower cost per interaction.

But the deeper teams go with deployment, the more the results start to show in the metrics. We found that among teams that describe their AI deployment as mature, the cohort of respondents reporting improved metrics as a result of AI rises from 62% to 87%. What’s more, teams with more mature deployments are significantly more likely to say they can measure the return on their AI investment. My advice: instrument everything upfront, baseline rigorously, and use eval-driven development to iterate with confidence.

The bar has moved from ‘does it work?’ to ‘is it actually good?’ More than ever, teams are focused on improving customer experience and satisfaction, with 58% saying it’s the top priority for 2026. That number has more than doubled since last year, when just over a quarter (28%) of respondents cited it as a top priority. As AI assumes repetitive work, your people can shift from reactive triage to proactive journey design. Now is the time to invest in quality frameworks, prompt engineering standards, and LLMs for product managers to close the loop between product, ops, and CX.

Important support work now extends beyond the inbox. AI is reorganizing core customer service operations as it starts to take on a higher volume of work and more complex tasks. Even at the initial deployment stage, 16% of teams report spending less time handling support volume since implementing AI – and among teams who’ve reached maturity, that figure rises to 28%. I’ve seen new roles emerge—AI operations managers, conversation designers, and model evaluators—alongside upskilling for agents into higher-order troubleshooting and relationship building.

Support is creating the blueprint for AI deployment across the business. Support was the proving ground for AI, and our research suggests that businesses are now planning to expand its use to other areas based on the results it’s yielded so far. Fifty-two percent of respondents said that their organizations are actively planning to scale AI to departments like customer success, marketing, and sales in 2026. The two most cited driving forces behind this decision are the success support has seen with AI to date and a desire to create a unified customer experience. Treat your support stack as a reusable platform: shared services, governance, and reusable components accelerate adoption in adjacent functions.

Seize the opportunity to close the gap. Having or not having AI isn’t a question anymore. What you should be asking now is how close you are to mature deployment, where AI is capable of tackling nuanced, high-stakes work. Those who have reached this stage show that going deep is what unlocks real value. That’s the opportunity. Push AI to do more, bring it to more channels, use it to resolve the most complex queries, and close the gap before it becomes too wide to close.

This might seem daunting. But trying new things always is. What we’re experiencing now is a defining moment for customer service, and the teams that are leaning in are actively building the future. As this report shows, what works in customer service now will become the blueprint for how organizations transform the full customer journey with AI. If you want the benchmarks and the playbook to accelerate from pilots to production-grade outcomes, I recommend reviewing the full “2026 Customer Service Transformation Report.”

Inspired by this post on The Intercom Blog.

January 28, 2026
AI Operating Model Masterclass: How I Scale Teams, Tech, and Governance Without Chaos

When I set out to operationalize AI across a product organization, I focus on one promise: repeatable outcomes without chaos. An effective AI operating model turns experiments into an engine—aligning strategy, teams, technology, and governance so we can ship value safely and at scale.

At its core, an AI operating model is the connective tissue between vision and delivery. I anchor it on a few pillars: clear AI Strategy, empowered cross-functional teams, a modern AI platform, rigorous AI risk management and data governance, and a cadence of eval-driven development that ties everything back to outcomes.

Strategy comes first. I translate big ambitions into a portfolio of use cases ranked by customer impact, feasibility, and risk. I use continuous discovery to validate the problem, then frame each bet with outcomes vs output OKRs, a crisp value proposition, and a build vs buy decision. For generative AI, I encourage PMs to treat LLMs for product managers as a craft—rapid prototyping, deliberate prompt engineering, and disciplined evaluation from day one.

Team design matters as much as models. I organize around product trios—PM, design, and engineering—augmented by data, ML, and a “forward deployed” mindset when the domain is complex. I invest in empowered product teams and communities of practice to spread patterns quickly while avoiding centralized bottlenecks.

On the platform side, I start retrieval-first pipeline before fancy modeling. A solid foundation—feature stores, vector search, observability, and safe integration points—beats bolt-on hacks. I rely on CI/CD with feature flags, strong deployment frequency, DORA metrics, and SRE-grade reliability to keep the iteration loop tight and safe.

Governance is non-negotiable. I implement privacy-by-design, clear data governance, audit trails, and policy controls aligned to regulatory compliance. AI risk management includes model red teaming, safety layers, and human-in-the-loop review where needed. The goal is confidence: we know what shipped, why it works, and how it fails.

Execution rides on eval-driven development. For every AI workflow, I define offline and online test sets, target metrics, and a decision policy before launch. I A/B test with proper minimum detectable effect (MDE), layer canaries for protection, and monitor user experience and outcomes in production. This is how we turn “it seems smarter” into statistically confident improvements.

Adoption is a product in itself. I build onboarding, in-app guides, and product tours that help users form habits quickly. I monitor activation, time-to-value, and retention analysis while partnering with customer support ai strategy to close the loop between real-world issues and roadmap priorities.

Culture scales the system. I normalize rapid learning, shared playbooks, and personal knowledge management so insights don’t disappear into meetings or notebooks. I upskill teams on prompt engineering, context window management, and model selection, and I celebrate the humility required to refactor what “worked” yesterday.

Operating cadence keeps it all coherent. I run an AI portfolio review tied to outcomes vs output OKRs, keep a single source of truth for evaluations, and align go-to-market strategy with release readiness. We review risks alongside results so speed never outruns safety.

If you’re starting from scratch, I recommend a 30-60-90 approach: baseline your current state, choose two lighthouse use cases, stand up the retrieval-first pipeline and eval harness, define governance and data policies, then ship small, safe increments behind feature flags. Teach the system to learn before you make it run.

I’ve felt the pain of brilliant prototypes that crumble in production and the thrill of AI features that compound value month after month. The difference is the operating model. Build it with intent, and you’ll scale AI with confidence—teams aligned, tech resilient, and customers seeing real outcomes.

Inspired by this post on Product School.

January 28, 2026
Building Physician‑Grade AI When Trust Is Everything: Inside Healio’s Proven Playbook

Trust is the currency of any high-stakes AI product, and nowhere is that more true than in healthcare. I recently dug into how Healio built an AI assistant for physicians—an audience that can’t afford to be wrong—and it’s a masterclass in balancing accuracy, transparency, and speed without compromising credibility.

Healio, a 125-year-old medical publishing company, set out to create Healio AI to help clinicians prepare for patient care. From the outset, their guiding principle was simple: physicians won’t trust you until you prove it. That lens shaped every decision—from discovery and prototyping to architecture, evaluation, and ongoing validation.

Discovery started with a survey of 300 healthcare professionals to understand real-world needs at the point of care. The headline insight: physicians primarily want AI for preparation, not bedside use. Even more surprising, the top ask wasn’t purely diagnostic support; it was help with patient communication and empathy—translating complex information into clear, accessible conversation.

Momentum mattered. After beginning with Figma mockups to validate workflows, the team built a working prototype in a single weekend using Cursor. That velocity wasn’t about cutting corners; it was about proving value quickly, reducing ambiguity, and iterating with concrete feedback from physicians.

Under the hood, the system employs RAG and hybrid search—combining lexical search, vector search, and semantic search across multiple trusted sources like PubMed. As any PM who has integrated biomedical literature knows, "just use PubMed" isn’t simple—there are five different ways to access the same data, each with trade-offs. The team made pragmatic choices to balance freshness, coverage, latency, and cost while preserving trust in source quality.

Designing for trust extended all the way to the citation UX. The team leaned into citations that physicians actually trust: subscripts, hover states, and progressive disclosure. This gave clinicians verifiable threads back to source material without overwhelming the core interaction, aligning with how experts want to audit evidence under time pressure.

Evaluation wasn’t left to chance. They stood up eight LLM judges for evals: safety, medical accuracy, faithfulness, relevancy, completeness, reasoning, clarity, and overall quality. Just as importantly, they treated those signals as directional, not definitive. In a high-stakes domain, physician feedback trumps LLM-as-judge feedback—so they complemented automated evals with direct reviews from practicing clinicians to calibrate quality and reduce hallucinations.

On the safety front, the team implemented HIPAA compliance and input guardrails for masking personal health information. That choice reflects strong data governance and privacy-by-design thinking: protect PHI by default, constrain prompts to safe boundaries, and make compliance a first-class citizen in the product architecture.

They also addressed monetization without compromising experience. Serving contextual ads while the LLM processes queries is a practical approach that preserves physician workflow efficiency and creates a clear, non-intrusive revenue model.

Critically, the work didn’t stop at launch. The Healio Innovation Partners provide ongoing discovery and validation, ensuring the system evolves with physician needs and the medical evidence base. This is the operating cadence you want for any AI product that sits at the intersection of safety, accuracy, and fast-changing knowledge.

My takeaways for building AI in high-stakes domains: prioritize retrieval-first pipelines over model cleverness; couple RAG with hybrid search across vetted sources; design citations that earn trust at a glance; use eval-driven development, but let domain-expert feedback be the ultimate judge; and embed regulatory compliance into your product strategy from day one. If trust is your North Star, this is a playbook worth emulating.

Inspired by this post on Product Talk.

January 22, 2026
AI-Powered Growth Loops: Transform Your PLG Product into a Self-Optimizing Engine

Across my teams and portfolio, I’m watching AI fundamentally reshape product-led growth—from static funnels and one-off playbooks to adaptive, compounding growth loops that learn in real time. The shift isn’t just technological; it’s an operating model change that rewards continuous discovery, rigorous instrumentation, and outcome-driven product strategy.

"Learn how AI is transforming PLG with a new generation of growth loops that can turn your product into a self-optimizing platform." That line captures what I’ve been building toward: systems that sense user intent, decide the next best action, act contextually, and learn to improve the loop with every interaction.

Here’s the core pattern I rely on. First, sense: unify product analytics and behavioral signals (think Amplitude analytics, Pendo events, Intercom conversations) into a single, queryable, privacy-safe layer. Second, decide: apply AI Strategy—LLMs for product managers, rules, and retrieval—to segment users by intent and probability of success. Third, act: deliver in-app guides, product tours, tooltips, or personalized nudges that accelerate user activation and time-to-value. Finally, learn: run A/B testing with a clear minimum detectable effect (MDE), then feed outcomes back into the model for continuous optimization.

Activation is where the gains start compounding. With gen ai, I can auto-generate tailored onboarding checklists, dynamic walkthroughs, and contextual help that adapts to the user’s role, data maturity, and current friction points. We’ve moved from generic product tours to precision guidance that updates based on real-time behavior—often lifting first-week activation and shortening time-to-first-value without adding support load.

Experimentation is the governor that keeps speed and quality in balance. I instrument every growth loop end to end and pair eval-driven development with A/B testing to confirm incremental impact. Amplitude analytics gives me cohort views and path analysis; Pendo or Intercom can deliver in-app variants; a unified analytics platform closes the loop on retention analysis so I’m not optimizing for click-through at the expense of long-term value.

Retention and expansion are where AI shines as a compounding engine. Retrieval-first pipeline patterns allow instant, contextual support that deflects tickets and boosts perceived product competence. Agentic AI can orchestrate next-best actions—prompting power users toward advanced features, surfacing value moments, or timing expansion prompts when success signals appear. The result is a virtuous cycle: better guidance drives deeper adoption, which improves model accuracy, which unlocks more relevant guidance.

None of this works without guardrails. I bake in AI risk management from the start: strict data governance, privacy-by-design, human-in-the-loop review for high-impact actions, transparent user consent, and continuous drift monitoring. The goal is reliable automation that users trust—augmented by clear fail-safes when confidence drops.

Operationally, I anchor the work in empowered product teams and product trios, focus on outcomes vs output OKRs, and practice continuous discovery to validate problems and solutions before scaling. The baseline metrics I watch: activation rate, time-to-value, week-four retention, PQL/PQA conversion, expansion revenue, and support deflection—each tied to a specific growth loop hypothesis.

If you’re starting fresh, begin with the highest-leverage loop: user activation. Instrument your onboarding journey, define the critical path to value, ship two to three personalized interventions, and measure impact with a precommitted MDE. Scale what wins, drop what doesn’t, and iterate weekly. Once activation is compounding, extend the same approach to adoption depth, collaboration features, and expansion triggers.

In practical terms, AI-powered PLG is less about flashy features and more about disciplined feedback loops. Build the sensing fabric, keep the decision layer auditable, ship small actions quickly, and treat learning as the product. Do that, and your product doesn’t just grow—it becomes a self-optimizing platform.

Inspired by this post on Product School.

January 21, 2026
How I Harness AI to Supercharge Product Discovery for Faster Research, Prototyping, and Validation

I’ve led product teams through countless discovery cycles, and nothing has accelerated our learning loops like AI. By weaving AI into our continuous discovery practice at HighLevel, I cut time-to-insight, reduce risk earlier, and keep our product strategy relentlessly focused on customer outcomes.

AI streamlines product discovery by accelerating research, prototyping, and validation, enabling teams to make faster, smarter, and user-driven decisions.

In the research phase, I use gen ai and LLMs for product managers to synthesize interviews, cluster themes, and surface unmet needs in minutes instead of days. Pairing those qualitative insights with behavioral signals in Amplitude analytics helps me spot high-intent cohorts and friction points at scale, so our problem framing is both human-centered and data-backed.

From there, I translate insights into crisp hypotheses and prioritize with the Kano Model and outcomes vs output OKRs. To keep experiments honest, I define a minimum detectable effect (MDE) up front and design A/B testing plans that reflect realistic traffic and seasonality, ensuring our decisions are statistically grounded rather than anecdotal.

Prototyping is where gen ai for product prototyping really shines. I spin up multiple UX flows, UI copy variants, and edge-case scenarios using prompt engineering, then iterate with rapid feedback from product trios. When needed, I mock in-app guides and product tours to validate onboarding concepts before we commit to code, preserving velocity without sacrificing quality.

For validation, I lean on a mix of lightweight experiments—fake-door tests, concierge pilots, and targeted A/B testing—augmented by in-product surveys via Pendo or Intercom. For AI-powered features, I apply eval-driven development to measure relevance, latency, and safety, so we can ship responsibly while maintaining the pace of learning.

This approach only works when the team is structured to move fast. Empowered product teams and product trios own discovery end-to-end, with clear guardrails around data governance, privacy-by-design, and AI risk management. That alignment lets us shift from opinions to evidence, and from output to outcomes, without friction.

If you’re getting started, pick one discovery loop to transform: automate research synthesis, prototype two to three variants with AI, and validate with a tightly scoped experiment. Instrument your analytics, track time-to-insight and time-to-prototype, and iterate your product roadmapping and sprint planning with what you learn. The payoff is immediate: faster cycles, stronger conviction, and a more user-driven path to product-led growth.

Inspired by this post on Product School.

January 19, 2026
From PDFs to Proposals: How Tendos AI’s Agent Swarm Automates Construction Quotes Fast

Anyone who has lived inside construction tendering knows the grind. "When a construction company receives a bid request, someone has to open that email, parse the attached PDF (sometimes 1,800 pages describing an entire building), figure out which products are relevant, look up pricing, and draft a quote—all before the deadline. It's tedious, error-prone, and surprisingly manual." That painful reality is exactly why this conversation about Tendos AI caught my attention—and why it matters for product leaders building agentic AI in complex, document-heavy workflows.

I listened as Daniel Kappler and Matthias Hilscher from Tendos AI walked through how they’re automating the tendering workflow for manufacturers in the construction industry. What began as a narrow prototype—matching radiator requests to product catalogs—has matured into a full agentic system that does the heavy lifting from email categorization to offer generation. The end result: a scalable AI workflow that tackles messy inputs, orchestrates specialized agents, and produces quotes that are ready for human review—or even straight-through processing.

What impressed me most was the rigor. They validated the opportunity with a design partner, spent a week on-site observing real workflows, and then engineered a multi-agent architecture where specialized agents collaborate, including a "review agent" that checks work before anything reaches a human. They evaluate each agent independently (not just the whole chain), built custom observability when off-the-shelf tooling fell short, and use human-in-the-loop feedback to push toward a self-learning system.

From a product management perspective, this is agentic AI done right. It blends continuous discovery with eval-driven development, thoughtful UX decisions, and pragmatic guardrails. Evaluating agents individually makes debugging tractable and change detection transparent; a dedicated "review agent" mirrors code review to reduce error propagation; and custom tracing plus Agent Analytics provide the observability needed to operate AI workflows reliably at scale.

My key takeaway: "Start narrow to prove value: Tendos AI began with just radiators for one design partner before expanding to all building products"—a classic wedge strategy that accelerates learning while building credibility.

Another takeaway I’ll adopt in future roadmaps: "Own the interface: building a web application (vs. integrating into legacy systems) gave them control over UX and the ability to iterate toward full automation." Controlling the surface area let them move faster than a purely backend integration ever could.

On measurement and reliability, I loved this: "Evaluate each agent, not just the chain: per-agent evals make debugging tractable and show exactly where performance changed." That’s true eval-driven development—aligning metrics to decision points rather than only outcomes.

Quality gates matter in automation, and they nailed it: "Use review agents: a separate agent that checks work (like code review) catches errors before they reach humans." It’s a simple pattern with outsized ROI.

Finally, the product-market signal is unmistakable: "Let customers pull you: customers asked Tendos to replace their CPQ software—strong signals of product-market fit." When buyers invite you to displace existing systems, you’re past validation and into expansion.

If you’re exploring agentic AI for enterprise workflows, the themes here are gold: the tendering chain in construction is ripe for automation; domain expertise accelerates opportunity discovery; robust entity extraction across PDFs ranging from 1 to 1,800+ pages is non-negotiable; planning patterns for creating and updating task plans matter; agents must reason about product fit against customer requirements; custom tracing and observability unlock debugging for complex agent chains; and human feedback loops pave the path to self-learning systems.

Guests: Daniel Kappler — CPO (Product & Design), Tendos AI; Matthias Hilscher — CTO (Engineering), Tendos AI.

Want to dive deeper? Listen to this episode on: Spotify | Apple Podcasts.

Explore the team and product: Tendos AI.

For builders of agentic AI, here’s my playbook distilled from this story: start narrow to earn trust and accuracy; own the interface to speed iteration; use per-agent evaluations to localize issues; add a "review agent" as a quality gate; invest early in tracing, observability, and Agent Analytics; keep humans in the loop until your metrics justify autonomy; and let strong pull signals guide your roadmap. That’s how you turn complex emails and massive PDFs into precise, production-grade quotes—consistently.

Inspired by this post on Product Talk.

January 15, 2026