Category: Generative AI

  • How I Decide What to Automate With AI: A Practical Framework + 50 Real Examples to Boost Productivity

    How I Decide What to Automate With AI: A Practical Framework + 50 Real Examples to Boost Productivity

    Most mornings start the same way for me: coffee in hand, I sit down, open Claude Code, and type /today. In a few seconds, Claude pulls fresh tasks from my Trello board, compiles a clean today.md with what matters most, and assembles a research digest of the latest academic work across my focus areas.

    Scanning that today.md has become my daily ritual. My workload typically spans writing, coding, and administration. I now make a habit of asking Claude, "What's on my to-do list that you can help with?" That simple question keeps me honest about where AI can accelerate my day.

    I’m experimenting with a workflow where Claude enriches every task based on what it can take on or accelerate. It’s still early, so we iterate together for a few minutes each morning to tighten the loop and improve the prompts and outputs.

    Next up is my research digest. I skim, download the PDFs that look promising, and move on. Tomorrow, Claude will deliver detailed summaries of every paper I saved—so I stay current without burning hours on search and sorting.

    For the first few hours, I protect deep work. Today, that means writing this article. My to-do list and draft live side-by-side in Obsidian, so I click directly from the task into the outline, pick up my running conversation with Claude, and get right back into flow. I pair-write: we outline, I draft, and then I ask, "I wrote the intro. What do you think?"

    Dark macOS terminal screenshot showing an AI assistant listing tasks to automate, including writing a blog, 2026 planning, launching a course, file migration, surveys, and research summaries.
    A terminal-based AI helper suggests concrete ways to lighten your workload—draft a blog, plan 2026, launch a course, migrate files, craft a survey, and digest research—so you can pick the next task fast.

    Claude gives pointed feedback—what’s working, what needs tightening—and we iterate. This is genuinely how I work now. I pair with Claude on almost everything I do. It didn’t happen overnight; over the past five months, I’ve built a personal AI-enhanced operating system that has fundamentally improved how I operate: more output, faster cycles, and frankly, more joy in the work.

    Because it’s made such a difference, I’m sharing the playbook. If you’re new to Claude Code or want to get more from it, start here:

    Claude Code: What It Is, How It's Different, and Why Non-Technical People Should Use It

    Stop Repeating Yourself: Give Claude Code a Memory

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    How to Use Claude Code Safely: A Non-Technical Guide to Managing Risk

    In recent office hours, one question came up again and again: Where do I start—what should I automate and what should I have AI augment? Today, I’ll walk through how I decide, share my own workflows, and show how I prioritize what to build next. Next week, we’ll get into how to design and build personal workflows.

    This series was inspired by my personal usage of Claude Code. I have not received any compensation from Anthropic for writing this series. And you can trust that if that ever changes, I will disclose it. This is not only required by the FTC here in the US, but I strongly believe it is the right thing to do. You can count on me to do so.

    Understanding what AI workflows can do for you

    Dark-mode screenshot of a markdown editor showing 'How to Choose Which Tasks to Automate with AI (+50 Real Examples)' beside a folder sidebar, focused on AI automation workflow.
    Peek inside a dark-themed writing workspace where a markdown editor displays an article on choosing tasks to automate with AI. The sidebar organizes notes, while the draft outlines pulling Trello tasks, making today.md, and using Claude.

    I started with ChatGPT in the browser not long after it launched and quickly began asking, “Can ChatGPT help with this?” As my use cases grew (and my patience for copy-paste vanished), I moved to Claude Code. The philosophy never changed: continuously push the envelope of what LLMs can do today while managing risk.

    My default stance is to attempt everything with AI, then decide what becomes a reusable workflow versus a one-off assist. A workflow, to me, is a sequence of steps where some are automated by AI, others are AI-augmented, and some still require me.

    Across my setup, clear patterns emerged. I use AI to: (1) do more of what I’m already good at, (2) eliminate friction in frequent tasks, and (3) remove what drains me. The goal is simple: multiply impact without sacrificing quality.

    Take writing. I now average about 35,000 words per month—up from roughly 8,000. I’m writing more often and in more depth. I draw more from academic research and include more stories—both my own and those from others. Claude gives me detailed feedback on everything I write, which helps me maintain momentum. It’s remarkable how often a simple nudge—“Ready to write the next section?”—keeps me in the zone. I also spend more time with Claude on structure before drafting, so I discard far less.

    macOS desktop screenshot with two dark-mode documents: left shows the article title 'How to Choose Which Tasks to Automate with AI (+50 Real Examples),' right displays editorial feedback and suggestions over a forest wallpaper.
    Go behind the scenes of creating an AI automation guide: a split-screen workspace pairs the article draft with detailed reviewer notes, revealing a practical, iterative process of outlining, fact-checking, and refining before publication.

    Podcast production is another domain where AI shines. I produce two weekly shows: I love connecting with Petra Wille on All Things Product, and talking with product teams building AI-powered products on Just Now Possible. I use Descript to edit, and I rely on Claude Code shortcuts (slash commands) to draft episode titles, descriptions, show notes, chapters, and social posts. I still own the editorial bar—no “AI slop”—but I let AI handle the heavy lifting so I can focus on shaping the final story.

    Then there are tasks I fully automate. I love reading across creativity, collaboration, AI efficacy, and more. I do not love searching for relevant papers. So I don’t. Every morning, my automated research workflow finds the newest, most relevant articles and populates my digest. All I do is review.

    Choosing your first AI workflows

    Classic delegation advice still applies: build awareness of where your time goes; identify what you can delegate; invest your time in the work you’re uniquely equipped to do. That’s a great start for AI workflow strategy, but don’t ignore what you love doing and want to do more of. Augmentation often generates the highest returns—AI helps me go deeper, faster, without diluting my craft.

    Dark-mode markdown app window with a research note titled 'Filtered Research Digest - 2025-11-23', showing filtering criteria, counts, and paper summaries beside a sidebar of dated folders.
    Peek inside an AI-powered curation flow: a markdown workspace compiles a 'Filtered Research Digest' with criteria, paper counts, and summaries, demonstrating how automation turns raw literature into actionable insights.

    To uncover opportunities, I simply ask, over and over: Can AI help with this? As you go about your work today, keep asking yourself: How can AI help with this?

    Evaluating if a task is a good candidate for an AI workflow

    Through trial and error, I now run new tasks through a quick filter:

    • Is this a one-time task or do I do it often?

    Minimal slide with a small circular avatar and the prompt 'How can AI help with this?' on a white background, plus a bottom-left 'PRODUCT TALK' banner, introducing a discussion on AI task automation and workflows.
    A clean, workshop-style slide asks the pivotal question: "How can AI help with this?" Use it to spark automation ideas, map steps, and decide where generative AI can accelerate research, drafting, analysis, and repetitive work.

    • Do I enjoy doing this task or would I give it to someone else if I could?

    • How complex is the task?

    • Can I articulate how I would do the task step-by-step?

    • Does completing the task require my human judgment?

    • Can I define what "done successfully" looks like?

    • How much risk is there if the task is not done well?

    This checklist takes minutes and pays off quickly. The answers tell me whether to automate, augment, or keep a task human-only for now—and they guide how much process and guardrailing to build around each workflow.

    From here, I’ll walk through how to answer these questions in practice, how the answers map to different levels of automation or augmentation, and how I prioritize which workflows to invest in. I’ll also share 41 of my own AI workflows (noting which are automated versus augmented) plus 9 discovery-related workflows currently in development so you can steal shamelessly and ship your first one today.

    The rest of this article requires a paid subscription. This publication is reader-supported. If you’ve benefited from my writing, please subscribe today.


    Inspired by this post on Product Talk.


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  • Build Smarter MVPs with AI: Test Faster, Fail Cheaper, and Accelerate Product-Market Fit

    Build Smarter MVPs with AI: Test Faster, Fail Cheaper, and Accelerate Product-Market Fit

    I build MVPs to learn, not to launch—and AI lets me compress those learning loops from weeks into days. When the stakes are high and the clock is ticking, I default to simple architectures, ruthless scoping, and instrumentation from the very first commit. What follows is the practical playbook I use to reduce uncertainty quickly, keep risk contained, and ship value with intent.

    This is a practical guide for product people who move with purpose. Build smarter, test faster, fail cheaper. This is how AI reshapes the MVP game.

    I start by framing the problem in business terms and picking a single success metric tied to the customer’s core job-to-be-done. I document the riskiest assumptions, define guardrails (quality, safety, latency, cost), and choose a minimum detectable effect (MDE) so my A/B testing has statistical teeth. This forces clarity: What has to be true for this AI MVP to matter?

    Then I scope the thinnest, testable slice of the experience—one clear user, one context, one outcome. I write the happy path first, instrument the key events, and resist the urge to boil the ocean. If it can’t be demoed in five minutes and measured in five days, it’s not an MVP.

    Data comes next. I adopt privacy-by-design, set up basic data governance, and map inputs and outputs to avoid silent failures. I define an AI risk management checklist (prompt injection, PII leakage, hallucinations) and set budget limits to keep inference costs predictable. Responsible scaffolding early saves me from operational drag later.

    On the model strategy, I prefer the simplest option that can win the experiment. I often start with an off‑the‑shelf LLM and a retrieval-first pipeline (RAG) for grounding, plus light context window management to keep prompts lean. If the workflow demands autonomous steps or tool use, I add agentic AI behaviors incrementally; fine‑tuning only comes after I’ve validated repeatable value.

    For prototyping speed, I lean on my AI product toolbox: CustomGPT workflows for rapid flows, a ChatGPT connector for quick integrations, and Claude Code for code scaffolding and refactors. I stitch the MVP into the existing stack with pragmatic CRM integration, then layer in in-app guides and product tours so users immediately understand what to try and why it matters.

    Measurement is non‑negotiable. I set up Amplitude analytics to track activation and retention, add Pendo for in‑product guidance and usage heatmaps, and wire Intercom for qualitative feedback inside the flow. With A/B testing in place and an agreed MDE, I can make crisp calls on whether the AI feature clears the bar or needs another iteration.

    Shipping must stay frictionless. I keep a simple CI/CD pipeline, monitor deployment frequency, and prepare basic incident management with SRE hygiene appropriate to an MVP. Small, reversible releases let me learn safely while protecting user trust.

    The learning loop is continuous discovery, not a one‑off demo. I run quick research sprints with product trios, capture edge cases, and turn user feedback into structured prompts, examples, and evaluation sets. As signal strengthens, I harden guardrails, improve retrieval quality, and elevate the value proposition in messaging.

    When the metrics move and the experience feels reliable, I scale deliberately: tighten privacy-by-design controls, document outcomes vs output OKRs, and explore product-led growth motions. Only then do I consider pricing experiments, broader go-to-market strategy, and heavier investments like fine‑tuning or bespoke infrastructure.

    If you want a simple way to start: day one, define the problem and metric; day two, wire a thin RAG prototype with guardrails; day three, put it in front of real users with analytics and a clear activation path. The goal isn’t perfection—it’s validated learning you can scale with confidence.


    Inspired by this post on Product School.


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  • How Amplitude AI Feedback Turns Noise into Product Signal You Can Ship With Confidence

    How Amplitude AI Feedback Turns Noise into Product Signal You Can Ship With Confidence

    I’ve spent enough time in the trenches of product management to know the hardest part isn’t collecting feedback—it’s separating signal from noise. When every channel is buzzing, the real question becomes: what should we build next, and why? That’s where Amplitude AI Feedback has changed how I work. It gives me a disciplined, data-informed way to turn messy qualitative input into clear, defensible roadmap decisions.

    Learn how Amplitude AI Feedback leverages AI to transform massive volumes of customer feedback into actionable product insights.

    In practice, this means I can synthesize input from support tickets, NPS responses, user interviews, sales notes, and reviews—then connect those insights to product behavior data from Amplitude analytics. The result isn’t just a list of requests; it’s a ranked problem set grounded in evidence, which makes product discovery and continuous discovery faster, clearer, and less biased.

    A recent example: we were hearing recurring complaints about onboarding friction, but it wasn’t obvious which steps truly mattered. By pairing feedback themes with activation and retention signals, I could zero in on the first-session setup tasks that correlated with drop-off. That clarity guided product roadmapping and sprint planning decisions we could stand behind, and it accelerated user activation without bloating the backlog.

    My workflow is straightforward: aggregate feedback, cluster themes, validate with behavioral metrics, and translate insight into outcomes. I look for patterns tied to user activation, retention analysis, and moments that drive product-led growth. When the evidence shows a request is both frequent and high-impact, it earns a place on the roadmap; when it’s loud but low-impact, it becomes a targeted experiment rather than a default commitment.

    What I appreciate most is the confidence this brings to stakeholder conversations. Instead of debating opinions, we review the evidence: quantified themes, clear user stories, and measurable KPIs. That turns “Finally, Signal That Tells You What to Build” from a slogan into an operating principle, and it helps empowered product teams move faster with fewer reversals.

    If you’re building your AI Strategy or exploring LLMs for product managers, this is one of the highest-leverage moves you can make: use a unified analytics platform to connect qualitative feedback with quantitative behavior. It sharpens prioritization, improves time-to-learning, and keeps the team focused on outcomes—not outputs.


    Inspired by this post on Amplitude – Best Practices.


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  • Marketing Analytics 2026: Bold Predictions to Win with AI, Experiments, and First‑Party Data

    Marketing Analytics 2026: Bold Predictions to Win with AI, Experiments, and First‑Party Data

    I’ve spent the last year pressure-testing where marketing analytics is really headed, not just in slide decks but in the messy reality of product roadmaps, stakeholder management, and revenue targets. From my seat leading product teams and partnering closely with CMOs and growth leaders, I see 2026 as the year analytics stops being a rearview mirror and becomes a real-time operating system for growth.

    Start 2026 off with a bang with exclusive insights and predictions from some of marketing analytics’ most influential voices. See what they have to say.

    Prediction 1: The unified analytics platform becomes non-negotiable. Fragmented dashboards and manual spreadsheet reconciliation will give way to an integrated, privacy-by-design measurement layer that stitches product, marketing, and revenue data. Expect tighter CRM integration (think HubSpot), product analytics (Amplitude analytics, Pendo), and revenue systems in one source of truth. The practical upside: faster decision cycles, cleaner attribution, and a shared language for product-led growth.

    Prediction 2: Gen ai and agentic AI move from novelty to necessity. Analysts and product managers will deploy AI Strategy playbooks that pair retrieval-first pipeline patterns with governance to answer open-ended questions and trigger actions safely. “Agent Analytics” will summarize trends, generate experiments, and draft stakeholder updates, while LLMs for product managers become standard tooling. The bar is explainability: every AI-assisted insight must show its lineage and assumptions.

    Prediction 3: Experiments scale, rigor deepens. We’ll treat A/B testing as a system, not an event—standardizing guardrails like minimum detectable effect (MDE), pre-registration, and sequential testing where appropriate. As teams embrace continuous discovery, we’ll graduate from single-page tests to multi-surface learning agendas spanning pricing, onboarding, and lifecycle activation. The goal isn’t more tests; it’s faster time-to-learning with lower decision risk.

    Prediction 4: Causality beats correlation in measurement. Last-click and naive attribution will yield to incrementality testing, holdouts, and lightweight MMM for channels that don’t click. Retention analysis gains prominence as the north star for sustainable growth, linking value proposition clarity to user activation and downstream LTV. Outcomes vs output OKRs will force teams to track what truly moves customer behavior.

    Prediction 5: Activation loops go real-time. Unified analytics will trigger in-product nudges, product tours, and contextual in-app guides the moment a signal crosses a threshold. This closes the loop between insight and action, shrinking the distance from analysis to impact. Teams that instrument these loops well will win on speed and compounding effects.

    Prediction 6: Governance becomes a growth enabler. Data governance and privacy-by-design aren’t just compliance—they’re a competitive advantage. Clear definitions, consent-aware pipelines, and transparent AI risk management will increase trust in insights, accelerate deployment, and reduce rework. When stakeholders trust the data, they make bolder, faster decisions.

    Prediction 7: Go-to-market precision improves. With cleaner signal and shared context, we’ll price with confidence (SaaS pricing and, in many cases, consumption SaaS pricing), sharpen product positioning, and focus spend where incrementality is provable. Expect fewer vanity metrics, more revenue-linked scorecards, and tighter integration between product roadmapping and sprint planning and growth experiments.

    What to do now: 1) Audit your stack for a unified analytics platform and eliminate redundant tools. 2) Invest in first-party instrumentation and CRM integration to future-proof measurement. 3) Operationalize experimentation: document MDE, power, and decision rules. 4) Deploy gen ai responsibly with clear governance and retrieval-first context. 5) Build activation loops that turn insights into targeted in-app actions. Teams that execute on these fundamentals in 2025 will set the pace in 2026.


    Inspired by this post on Amplitude – Best Practices.


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  • Own Your AI: 4 Essential Roles to Supercharge Support and Prevent Performance Drift by 2026

    Own Your AI: 4 Essential Roles to Supercharge Support and Prevent Performance Drift by 2026

    AI doesn’t fail because the model is bad, it fails because ownership is missing.

    When someone truly owns your AI, everything changes. Resolution and automation rates climb, the system self-improves, and the customer experience transforms in ways a dashboard alone will never show you.

    This is part three of our five-part series on customer service planning for 2026. We’ll be sharing all five editions on our blog and on LinkedIn.

    If you’d rather have them emailed to you directly as they’re published, drop your details here.

    Last week, we introduced the four roles that make AI actually work in a support organization. These roles are already showing up inside the teams who are scaling AI the fastest, and this week, we get closer to the ground.

    Here’s what these roles look like in practice — what they do, how they work, and why your AI performance will inevitably drift without them.

    AI operations lead — owns AI performance, every day. I think of this person as the air-traffic controller for our AI Agent. I treat the AI as a living system that needs ongoing supervision, evaluation, and tuning. This role is accountable for what leaders care about most: quality, reliability, and continuous improvement.

    The AI ops lead sees the whole picture: conversation quality, missing knowledge, flawed assumptions, unexpected failures, new opportunities for automation, and the subtle signals that the system is beginning to drift. In practice, that vigilance is the difference between steady gains and slow decline.

    Day-to-day, here’s what I expect from this role.

    1. Reviews AI conversations and surfaces performance patterns. The AI ops lead monitors the AI Agent’s behavior — the tone shift after a product launch, a sudden dip in resolution for a specific intent, or conversation clusters revealing new customer behavior. They scan for anomalies, trends, and early warnings, with an emphasis on what’s happening right now, not last week. Without this intentional ownership, I’ve watched a 2% dip turn into a 10% drop in days.

    2. Prioritizes fixes and improvements. Once patterns emerge, they triage fixes like a product team handles bugs. Missing or incorrect content? They route it to the knowledge manager. Behavioral issues? They adjust guidance and guardrails. Action or system issues? They partner with the automation specialist. This connective tissue turns individual fixes into compounding improvements.

    3. Defines and maintains AI guardrails. Leaders everywhere worry about AI doing things it shouldn’t. This role answers that fear by establishing clarification logic, escalation rules, “never answer” policies, and safety boundaries. The goal is predictable behavior that protects customer trust — an essential pillar of any AI Strategy and AI risk management practice.

    4. Aligns reporting with leadership. The AI ops lead reports on resolution rate, CX Score, CSAT, automation coverage, and hours saved — making the economic impact visible. That visibility is a foundational step in any credible customer support ai strategy.

    Why this role exists now. AI systems are dynamic and require constant tuning. A small dip in quality quickly becomes an operational issue, and no existing role naturally owns that. When someone does, teams feel the benefit almost immediately.

    Knowledge manager — builds and maintains the structured knowledge AI depends on. I hear the same thing from leaders again and again: AI is only as good as the content you give it. This role is rapidly evolving from classic knowledge management into knowledge strategy — part content designer, part systems thinker, part information architect. Their job is to build the knowledge scaffolding that lets AI answer accurately, consistently, and safely.

    Here’s how the knowledge manager creates leverage.

    1. Writes, maintains, and improves support knowledge — continuously. After every product change, they update articles, remove duplication, resolve contradictions, and pay down “knowledge debt” that quietly erodes accuracy. The upkeep is shaped by AI performance; when patterns expose gaps, they fix the source.

    2. Structures knowledge for AI, not for browsing. Traditional help centers are for humans skimming pages. AI needs clean intent signals, crisp formatting, and clearly structured language. The knowledge manager designs that structure as intentionally as the content itself.

    3. Works hand-in-hand with AI ops. Many performance issues stem from missing or unclear knowledge. When the AI ops lead surfaces recurring misunderstandings or low-resolution categories, the knowledge manager resolves the root cause at the source.

    4. Ensures accuracy and compliance at scale. As AI handles more sensitive situations, the knowledge manager safeguards correctness, currency, and compliance — critical for data governance and regulatory alignment.

    5. Develops a cross-functional knowledge strategy. The role creates a canonical, cross-functional source of truth that product, engineering, product marketing, go-to-market, and support (AI and human) can all rely on.

    Why this role exists now. This is one of the highest-leverage positions in an AI-first support org. Teams like Rocket Money and Anthropic are hiring knowledge managers because AI accuracy depends on the quality of knowledge feeding it. Without this role, resolution rate caps out early and never climbs.

    Conversation designer — designs how the AI speaks, clarifies, and interacts. AI isn’t just a tool customers use; it’s a representative they interact with. Tone, clarity, pacing, and conversational structure matter, especially in voice. Every word affects perceived expertise, trustworthiness, and brand. The conversation designer ensures the AI feels human-friendly without pretending to be human — the sweet spot that builds trust without misleading customers.

    In my experience, staffing conversation design early accelerates results. It changes not only how we tune AI, but how we understand the end-to-end customer experience.

    Here’s what great conversation design looks like.

    1. Shapes the AI’s tone, voice, and communication style. This role refines phrasing, tunes politeness, adjusts how confusion is handled, and shapes micro-interactions that determine whether customers feel cared for or dismissed. On voice channels, natural cadence is make-or-break.

    2. Designs flows for high-value conversations. They design how the AI clarifies intent, branches, communicates uncertainty, verifies details, escalates, hands off, and returns to the main thread without feeling mechanical — treating customer experience as a product with language as the interface.

    3. Translates procedures and complex workflows into natural language and logic. As AI runs structured procedures and actions, this role becomes a conversational system architect, translating SOPs into conditional logic with exceptions and fallbacks. For example, in Intercom, our conversation designer uses Simulations to run simulated conversations to see where the AI Agent gets confused, over-confident, or awkward, and refine flows until the interaction feels effortless end-to-end.

    4. Ensures transitions to humans feel smooth and respectful. Handoffs should provide clear context to the human agent and maintain continuity so customers never feel dropped.

    Why this role exists now. As AI becomes the primary interface, conversation design directly influences trust, brand perception, and operational outcomes. It’s a core competency for any Generative AI and LLMs for product managers program.

    Support automation specialist — builds the backend actions that allow AI to do real work. If the conversation designer shapes expression, this role shapes capability. They transform AI from an answering machine into an outcome engine by bridging AI and the systems it must safely and deterministically act on.

    Support teams increasingly expect AI to do what a human would do: refund a charge, adjust a subscription, verify an identity, update an account setting, or pull relevant data. That expectation creates a new technical role at the edge of support, ops, and engineering.

    What I rely on this specialist to deliver.

    1. Creates and maintains backend workflows the AI executes. This includes building and maintaining: Fin Tasks. Fin Procedures with embedded steps. Action flows that call internal and external APIs. Automations that span billing systems, user identity layers, CRM objects, subscription entitlements, refund tools, and more. They ensure the AI can act compliantly and predictably — the playbooks that turn intent into action.

    2. Owns the integrations required for advanced automation. Many problems require data elsewhere — billing platforms, internal databases, systems of record. The specialist ensures the AI can retrieve, validate, and use that information safely, often partnering closely on CRM integration and internal services.

    3. Partners closely with product and engineering. Some workflows require new endpoints, permission layers, safety gates, or deterministic fallbacks. This role drives those changes across the stack.

    4. Ensures reliability and safety at every step. Guardrails, validation logic, exception handling, safe execution paths — all are essential. They confirm that the AI has access to the correct data, the action matches policy, edge cases are accounted for, risky flows have deterministic constraints, and every action is auditable and reversible.

    Why this role exists now. Customers don’t want answers, they want outcomes. AI can now deliver those outcomes, but only with the right backend scaffolding. This role modernizes operational architecture and unlocks end-to-end automation.

    How these roles work together — the new operating loop. These roles aren’t silos; they’re interdependent parts of one system. The AI ops lead identifies patterns and performance gaps. The knowledge manager resolves inaccuracies or missing content. The conversation designer improves clarity, tone, and flow. The automation specialist expands the system’s ability to take action. Each improvement compounds the next, moving you from early automation to transformational resolution rates through continuous refinement.

    This loop is what separates teams that plateau early from teams that scale AI into a reliable, high-performing system — the essence of a durable AI Strategy.

    How to get started (even if you can’t hire all four roles today). Most teams phase into this model: assign partial ownership, formalize responsibilities, then specialize as AI volume grows. Here’s the progression I recommend.

    Phase 1: Assign ownership. Give each role’s core responsibilities to someone who can devote five to 10 hours weekly. Early on, support ops, enablement, senior ICs, and technically inclined teammates can anchor the work.

    Phase 2: Formalize the responsibilities. As AI resolves more queries, optimization becomes core operational work. Formalizing ownership prevents performance drift and knowledge debt.

    Phase 3: Specialize and hire. Once AI handles 50–70% of incoming volume, these responsibilities become full-time roles. Investing in specialization becomes essential infrastructure for the next scale stage.

    The bottom line. AI changes the shape of your support team. These four roles — AI operations lead, knowledge manager, conversation designer, and support automation specialist — form the backbone of the AI-first support organization. They bring order to a constantly changing environment and enable AI to deliver the outcomes leaders and customers expect heading into 2026.

    Next week, we’ll continue the 2026 planning series with a deep dive into org design models for AI-first support teams — how to structure people, workflows, and accountability in a world where AI resolves most conversations before a human ever sees them.

    To follow along with the series and have each new edition emailed to you directly, drop your details here.


    Inspired by this post on The Intercom Blog.


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  • AI vs. Human Judgment in Customer Interviews: The Hard‑Won Lessons That Changed My Mind

    AI vs. Human Judgment in Customer Interviews: The Hard‑Won Lessons That Changed My Mind

    I recently revisited a topic I once pushed back on: using AI to analyze (and maybe even synthesize) customer interviews. After six months of real-world experiments and countless conversations with seasoned product leaders, I’ve evolved my perspective. There is meaningful value here—but only when we’re clear about where AI helps and where it quietly erodes the hard-won customer understanding that powers great product decisions.

    If you want to experience the conversation that sparked this reflection, you can listen to the episode on Spotify or Apple Podcast, and watch the discussion here: YouTube. It’s a candid, practical exploration of AI’s role in continuous discovery, and it mirrors what I’m seeing on the ground with product trios and empowered product teams.

    Here’s the crux: AI raises the floor for beginners but accelerates experts even more. That matches my experience—early-career PMs get structure, momentum, and a confidence boost, while experienced interviewers can move faster without sacrificing nuance. But there’s a catch. If your interviewing skills aren’t solid yet, AI can create a veneer of insight that masks shallow understanding. In other words, it can help you go wrong more efficiently.

    The conversation makes an important distinction between analysis and synthesis. Analysis is about extracting signals from the interview. Synthesis is about building meaning—connecting patterns, weighing contradictions, and deciding what to do next. AI can speed up the former with summaries and highlights. The latter—true synthesis—still demands expert judgment, context, and empathy.

    One line from the episode stuck with me: your unpolished interview skills matter more than any shiny new AI workflow. I’ve felt that firsthand. When interview quality is uneven, dropping transcripts into an LLM won’t save you. You still need to synthesize every interview individually so the signals remain traceable and credible. That discipline keeps teams aligned, prevents overfitting to noise, and builds the organizational memory that fuels better bets.

    We also explored the operational reality most teams face: interviews pile up. Backlogs grow. Leaders want speed. This is where “expert + AI” shines. With the right prompts, templates, and context, tools like ChatGPT and Claude can help transform raw transcripts into structured artifacts you can trust—provided a strong interviewer sets the frame and makes the calls. That balance preserves both velocity and quality.

    What changed my mind most was the evidence from experiments—running sets of interviews through different LLMs and comparing outcomes. The patterns were consistent: beginner + AI is usually better than nothing, but the real performance gains come from expert + AI. When experts guide the process, AI becomes an accelerant rather than a crutch.

    A favorite story in the episode takes a detour into building a gaming PC—an unexpected but perfect metaphor for AI’s limits. You can get great step-by-step guidance from a model, but when context shifts or edge cases appear, expertise is what keeps you from making expensive mistakes. Customer interviews are like that. Empathy comes from human interaction; AI can’t replace the experience of talking directly to your customers.

    My practical guidance for teams integrating AI into continuous discovery: start with interviewing fundamentals, separate analysis from synthesis, and standardize how you capture single-interview learnings. If you need a tight template for this, refer to “The Interview Snapshot: How to Synthesize and Share What You Learned from a Single Customer Interview.” Use AI for summaries, clustering, and draft artifacts—but have an expert finalize the narratives, evaluate trade-offs, and document assumptions.

    If you’re scaling this across an organization, invest in training first, then in workflows. Build a lightweight operating system for discovery: consistent interview guides, “story-based” techniques, and a shared library of prompts. Consider resources like “The Interview Coach,” as well as practical write-ups such as “Customer Interview Analysis: Where AI Helps and Hurts.” These help teams avoid common pitfalls and make better use of AI in high-judgment moments.

    My bottom line: AI isn’t magic. It can help, but only if your interviews are strong and you provide the right context. Customer understanding is a competitive moat; outsourcing it entirely will cost you in the long run. Use AI to accelerate—not replace—the human judgment that makes product discovery work.

    Resources and links worth exploring: ChatGPT, Claude, The Interview Snapshot: How to Synthesize and Share What You Learned from a Single Customer Interview, The Interview Coach, and Customer Interview Analysis: Where AI Helps and Hurts.

    I’d love to hear how your team is using AI in discovery. What’s working, what’s risky, and where do you draw the line between automation and judgment? Share your experiences in the comments—our community learns faster when we compare notes.


    Inspired by this post on Product Talk.


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  • Unlock AI Product Roadmaps: Essential Tools Every PM Needs to Prioritize and Ship Faster

    Unlock AI Product Roadmaps: Essential Tools Every PM Needs to Prioritize and Ship Faster

    In my role leading product teams, the AI product roadmap isn’t just a plan—it’s the operating system for how we discover value, prioritize with rigor, and ship with confidence. The pace has changed, the stakes are higher, and the best product managers are now orchestrating AI capabilities, data, and customer insight in near-real time.

    Master the evolving art of the AI product roadmap. Prioritize smarter, turn data into direction and insight into action, only much faster.

    When I say “AI product roadmap,” I’m talking about a living system that blends strategy, discovery, and delivery. It’s less about dates and more about outcomes, risk reduction, and sequencing learning. In practice, that means combining AI Strategy with product roadmapping and sprint planning, then validating each bet with real customer signals.

    For prioritization, I anchor on outcomes vs output OKRs and connect them to measurable signals across the funnel. Continuous discovery keeps insights flowing, while a unified approach to analytics and retention analysis tells me where the lift is. This lets me rank initiatives not just by impact and effort, but by how quickly we can learn, iterate, and compound value.

    On discovery, product trios are non-negotiable. We prototype early with gen ai and LLMs for product managers to accelerate concept validation and reduce ambiguity. When customers can co-create through in-app guides or lightweight product tours, we turn vague needs into crisp problem statements and testable hypotheses far faster.

    On delivery, I pair tight feedback loops with experimentation. A deliberate cadence of A/B testing and strong instrumentation ensures we’re learning every sprint, not just launching. The goal is to de-risk decisions quickly, keep momentum high, and translate signals into roadmap movement without thrash.

    Under the hood, the AI stack matters. I rely on a retrieval-first pipeline to ground models in trusted data, and I’m intentional about privacy-by-design and data governance from day one. As agentic AI patterns emerge, I put evaluation workflows in place so we can ship confidently—and safely—without slowing down innovation.

    Finally, alignment is the multiplier. Clear narrative roadmaps tied to customer outcomes help stakeholders see trade-offs, while crisp interfaces with go-to-market and CRM integration close the loop from roadmap to revenue. When everyone can trace a line from AI strategy to shipped value, prioritization becomes easier and trust grows.

    If you’re feeling the acceleration, you’re not alone. With the right AI product toolbox—rooted in discovery, grounded in data, and delivered through tight feedback loops—you can move faster, learn smarter, and build products your customers can’t live without.


    Inspired by this post on Product School.


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  • The Customer Service Roles AI Needs to Thrive: A Practical Playbook for High-Impact Support

    The Customer Service Roles AI Needs to Thrive: A Practical Playbook for High-Impact Support

    When AI Agents resolve the majority of customer conversations, the shape of your support team has to change. I’ve experienced this shift firsthand: the moment AI begins to carry the volume, your people must pivot from answering individual questions to engineering the system that consistently delivers quality outcomes.

    The old tiered model built around queue management, handoffs, and volume-based productivity no longer fits. AI now handles the bulk of customer interactions, and that changes the role of your human team entirely. Responsibilities evolve, and success is measured differently. It goes beyond just adding automation to existing ways of working. You’re building an operating model that’s entirely new.

    Most teams don’t hire a dedicated AI function from day one. They start by distributing a few critical responsibilities across existing team members, and formalize those responsibilities as AI becomes central to how support works. That’s exactly how I recommend getting momentum without over-hiring too early: prove value fast, name clear owners, and then scale.

    Once you have executive support and a clear strategy in place, these are the four foundational roles we believe are key to getting AI off the ground in a meaningful way:

    1. AI operations lead

    Responsibilities: Owns day-to-day AI performance. Tracks quality. Tunes behavior. Prioritizes fixes. Drives iteration.

    Skillset/background: Often promoted from support ops. Deep understanding of workflows, systems, and tooling. Strong analytical and cross-functional coordination skills.

    Why you need this: Without clear ownership, performance drifts. This role ensures the AI Agent constantly improves.

    Blue corporate graphic with grayscale headshot and a quote about GenAI creating new customer success roles, such as digital support engineer and an automation success team, highlighting career paths.
    AI isn’t replacing support—it’s opening doors. This visual highlights how GenAI is spawning roles in customer success, from digital support engineers to automation success teams, and unlocking clearer, upward career paths.

    In my teams, this role becomes the heartbeat of AI performance—instrumenting quality feedback loops, triaging failure modes, and aligning fixes across product, data, and support ops.

    2. Knowledge manager

    Responsibilities: Owns macros, snippets, and help content. Maintains structured, accurate inputs the AI Agent depends on.

    Skillset/background: Often promoted from support ops. Deep understanding of workflows, systems, and tooling. Strong analytical and cross-functional coordination skills.

    Why you need this: Without clear ownership, performance drifts. This role ensures the AI Agent constantly improves.

    Every generative AI system is only as good as its knowledge. I’ve learned the hard way that inconsistent or stale content erodes trust—both for customers and internal stakeholders. A rigorous knowledge manager prevents that.

    3. Conversation designer

    Table summarizing customer service AI roles: AI operations lead, knowledge manager, conversation designer, and support automation specialist, with columns for responsibilities, required skills, and why each role matters.
    Build a winning AI support team with four core roles: an ops lead to drive quality, a knowledge manager to keep content accurate, a conversation designer for tone and flow, and an automation specialist to power customer actions.

    Responsibilities: Designs how the AI Agent communicates by focusing on tone of voice, structure, handoff logic, and interaction flow. Tunes how responses feel.

    Skillset/background: Background in content design, UX writing, or support enablement. Deep grasp of policy, CX standards, and conversational nuance.

    Why you need this: This role ensures the AI Agent speaks like your brand – clearly, helpfully, and in line with customer expectations.

    This is your brand’s voice in motion. A strong conversation designer sets the guardrails that keep interactions on-brand, compliant, and empathetic while still efficient.

    4. Support automation specialist

    Responsibilities: Builds workflows and backend actions the AI Agent can execute.

    Skillset/background: Background in support engineering, systems, or tooling. Works closely with product and engineering teams.

    Blue corporate graphic with a grayscale portrait beside a bold quote advocating 'player‑coaches' over a traditional management layer, Gamma branding, theme: building AI‑ready customer service teams.
    AI in customer service thrives with player‑coaches—hands‑on leaders who build, mentor, and iterate with the team. This quote-driven graphic signals a move away from heavy management toward agile, coaching‑first support operations.

    Why you need this: Enables the AI Agent to take action – not just respond. This role translates customer intents into business systems.

    In practice, this role unlocks the jump from “answering” to “resolving.” They wire up secure actions, map intents to outcomes, and partner with engineering to keep latency low and reliability high.

    Introducing new AI-first roles doesn’t mean your existing functions disappear. But they do need to evolve. For AI to scale effectively, every function in your support organization must shift its focus from managing queue-level activity to improving the system’s performance:

    Enablement trains human agents to work with the AI Agent: managing handoffs, tuning responses, and understanding how to give feedback that improves the system.

    QA evolves from reviewing conversations to reviewing the quality of the customer experience and behavior of the AI Agent: where the AI succeeds, where it falls short, and how the system as a whole performs.

    Workforce management plans capacity based on automation coverage, not just inbound volume.

    You’ll also need a new kind of leadership to make this model work. The traditional support leader doesn’t map cleanly to an AI-first organization. You need a new layer: leaders who are part strategist, part operator. They roll up their sleeves to analyze the AI Agent’s performance, refine content, and debug handoffs, but they also coach the team through a new way of working.

    Org chart of customer service with a VP of Support over three pillars: Human Support, Support Operations and Optimization, and AI Support, detailing roles like agents, insights/WFM, CS enablement, conversation design, and knowledge management.
    Customer service is reorganized for the AI era: a VP of Support leads human support, ops and optimization, and a new AI support function—adding conversation design, knowledge management, and systems analysis alongside agents, insights, and WFM.

    This is the “player-coach model” – leaders who actively shape both the system and the people within it.

    These leaders see the AI Agent as a teammate to manage, not just a tool to monitor. They can’t be purely people leaders or purely systems thinkers. They need to be both, and they’re emerging as a critical hire in support right now.

    Some teams are restructuring their organizations around the AI Agent as a core product, not just a support tool. Here are some real-world examples:

    At Dotdigital, a dedicated “Fin Ops” specialist role was created to refine content and improve AI performance.

    At Clay, a dedicated GTM engineer role has been established as part of the ops team with a focus on making support more efficient at scale using Fin. Additionally, a support engineering function has been embedded directly in the CX organization to help reduce volume by fixing bugs and building internal tools.

    Lightspeed created a dedicated Digital Engagement team to manage Fin’s optimization, and formalized a triangular model that brings together technical teams, frontline experts, and content specialists.

    In my experience, the most resilient org designs align around three pillars: Human Support, AI Support, and Support Operations and Optimization. Each pillar carries distinct ownership yet shares accountability for AI performance. That structure keeps the team focused on outcomes over output and makes continuous improvement everyone’s job.

    Blue Rocket Money graphic featuring a grayscale portrait beside text about a modern support team, emphasizing redesigning work so humans focus on high-value tasks alongside AI.
    AI shouldn’t replace your agents—it should elevate them. This Rocket Money quote highlights a modern support model where automation handles the busywork and people concentrate on high‑value, human moments.

    Once AI Agents handle most conversations, your team’s work moves from “answering questions” to “designing and improving the system that answers questions.” They become the force that steers quality, rather than the one that carries the volume.

    This is why new roles are important. It’s not because they’re trendy, but because the performance of your support organization now depends on the performance of AI, and no AI Agent succeeds without clear ownership of content, behavior, workflows, and improvement cycles.

    That’s the pattern we’ve seen from working with so many teams:

    They name owners early.

    They distribute responsibilities before they formalize them.

    They anchor teams around AI outcomes, not ticket outcomes.

    And they hire leaders who can manage both the system and the people.

    If you take one thing away from this week’s article, let it be this: if AI is going to handle the majority of your customer conversations, your team needs to be designed to help it do that well.

    Your roles, responsibilities, and leadership approach are now part of the architecture of AI performance.

    Next week, we’ll go deeper into how these roles actually operate day-to-day – the workflows, responsibilities, rhythms, and collaboration patterns that make an AI-first support organization run.


    Inspired by this post on The Intercom Blog.


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  • How I Use ChatGPT to Supercharge Product Management: Workflows, Prompts, and PM Playbooks

    How I Use ChatGPT to Supercharge Product Management: Workflows, Prompts, and PM Playbooks

    I treat ChatGPT as a force multiplier across the entire product lifecycle—from discovery and strategy to delivery and growth. Unlock workflows, prompts, and real PM tips showing how ChatGPT quietly reshapes product management behind the scenes.

    My goal is pragmatic: turn generative AI into repeatable, measurable leverage for product discovery, product roadmapping and sprint planning, stakeholder management, and product-led growth without sacrificing quality, privacy-by-design, or judgment. This is how I apply LLMs for product managers in a way that strengthens customer empathy and speeds up decision cycles.

    In discovery, I use ChatGPT to synthesize interviews, categorize sentiment, and surface emergent themes faster than a manual pass. I’ll feed it anonymized notes and ask for Jobs-to-be-Done statements, contradictory signals to validate, and the top three risks to our hypotheses. When the corpus gets large, I pair it with a retrieval-first pipeline and apply context window management so outputs stay grounded in real customer data.

    On strategy and positioning, I draft and refine a crisp value proposition, clarify points of parity, and identify competitive differentiation. I ask ChatGPT to convert inputs into outcomes vs output OKRs, pressure-test assumptions, and produce a one-page narrative that even non-technical stakeholders can engage with. The result is faster alignment and fewer meetings to get to the same level of clarity.

    For planning and delivery, I use ChatGPT to accelerate PRD outlines, user stories, and acceptance criteria, while explicitly requesting edge cases, failure states, and non-functional requirements. I’ll have it map risks to mitigations and suggest simple instrumentation aligned to DORA metrics and incident management readiness—useful when we’re iterating within a CI/CD cadence.

    In experimentation, ChatGPT helps me frame strong A/B testing plans, calculate a minimum detectable effect (MDE), and sanity-check sample sizes. I also use it to translate metrics into plain language updates for the team, connect learnings to the next experiment, and propose follow-up analyses for retention analysis or activation bottlenecks.

    For growth and onboarding, I prompt ChatGPT to generate hypotheses for user activation, in-app guides, and tooltip design that match personas and JTBDs. It drafts variations I can quickly test through Pendo or similar tools, supports product-led growth motions, and helps craft contextual copy that aligns with our value proposition without adding cognitive load.

    Stakeholder communications get sharper and faster. I’ll ask for concise executive summaries, a version tailored for engineering leaders, and another for customer-facing teams. It’s especially effective for QBRs vs OKRs updates, where I need crisp narratives tied to outcomes, plus a plain-English articulation of risks and trade-offs for empowered product teams.

    The guardrails matter. I set clear AI risk management boundaries, prevent any sensitive data from entering prompts, and align usage with data governance and regulatory compliance requirements. I also version and review prompts just like product artifacts, so the best ones evolve into a durable AI product toolbox the whole team can use.

    If you’re getting started, pick one high-friction workflow—say, interview synthesis or PRD drafting—and timebox a week to build a repeatable prompt set and review rubric. Measure cycle-time savings and quality deltas, then expand to a second workflow. Within a month, you’ll have a lightweight operating model for AI Strategy that compounds across your roadmap.


    Inspired by this post on Product School.


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  • How We Built an AI Sleep Coach: CBTI, Voice AI, and a Product Playbook for Better Rest

    How We Built an AI Sleep Coach: CBTI, Voice AI, and a Product Playbook for Better Rest

    What if your morning started with a helpful check-in from a voice AI that actually improves your sleep—using the same core principles that typically cost thousands of dollars and come with year-and-a-half waitlists? That idea energizes me as a product leader, because it blends clinical-grade outcomes with consumer-grade accessibility. Recently, I dug into how the team at Rest built an AI sleep coach inspired by Cognitive Behavioral Therapy for Insomnia (CBTI), and why their method offers a repeatable blueprint for complex, personal AI products.

    The origin story is a classic product discovery moment. Rest’s team noticed that a meaningful slice of users in their podcast app were using audio to fall asleep. Although it represented only about 10% of users, that group showed a high willingness to pay. That signal pushed them to explore a dedicated sleep solution, moving from a general audio app to a targeted sleep experience—and eventually toward an AI-powered coach as LLMs matured.

    Through jobs-to-be-done research, they identified a clear, underserved segment: “DIY sleep hackers.” These are motivated users who want agency, structure, and results without navigating clinical systems. Choosing CBTI (a clinically proven approach with 80% efficacy) gave the product a strong evidence-based foundation while remaining accessible as a wellness tool. It’s the kind of strategic choice I look for: credible, measurable, and aligned with user motivation.

    The product evolution moved in smart, incremental steps. Rest started with a basic text chatbot before graduating to a voice-first experience—using Vapi for voice and OpenAI for reasoning. Voice changed the relationship dynamic: it increased intimacy, lowered friction for daily check-ins, and made behavioral coaching feel human without pretending to be. The team built a memory system that tracks context (like traveling or having a dog) with time-based relevance, which keeps conversations fresh, respectful, and genuinely personalized.

    Daily engagement is driven by dynamic agendas that adapt based on sleep data, the user’s stage in the program, and their recent compliance. I love this mechanic: it operationalizes behavior change by sequencing the right intervention at the right time. In parallel, they developed text via OpenAI Assistants while building voice with Vapi, which let them ship value while learning in two modes. They also moved from massive system prompts to RAG for general sleep knowledge, keeping personal user context in the prompt—reducing brittleness while improving scalability.

    Because sleep sits close to healthcare, the team drew a firm line between wellness and medical positioning. They implemented clear guardrails: no diagnosis, no medication advice, and strong boundaries on scope. Weekly error analyses with domain experts (sleep therapists) tightened quality and tone, and they adopted LLM-powered evals to enforce safety boundaries. For observability and evaluations, they leveraged Langfuse, and they experimented with Hamming for voice testing to refine the experience end-to-end.

    Under the hood, this is a great example of “one bite of the apple at a time” product building in AI. Start with a simple interface, anchor on an evidence-based method, layer personalization with memory, formalize program structure with dynamic agendas, and shift to RAG when general knowledge outgrows prompt engineering. As a product leader, I see strong echoes of agentic patterns here—goal-oriented orchestration, stateful memory, and adaptive planning—shipped in pragmatic increments rather than as a monolithic platform rewrite.

    A few takeaways I’m applying with my teams: First, segment deeply and pick a high-intent niche (those “DIY sleep hackers” were the right beachhead). Second, let modality fit the job—voice is not a gimmick when it boosts compliance and empathy. Third, design safety and scope from day one if you’re anywhere near health. Finally, invest early in evals and observability so you can improve with confidence, not hope.

    If you want to explore the full conversation and product decisions, you can listen here: Spotify | Apple Podcasts.

    Resources & Links:

    Rest – AI sleep coach app

    Vapi – Voice agent platform Rest uses

    Langfuse – Observability and evals platform

    Hamming – Voice testing platform

    AI Evals Maven Course by Hamel Husain and Shreya Shankar

    Bottom line: Rest demonstrates how to take a clinically grounded method like CBTI, translate it into a daily voice-first experience, and ship it with rigor. If you’re building in AI, this is a model worth studying—practical, safe, and deeply user-centered.


    Inspired by this post on Product Talk.


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  • High-Quality Data, High-Velocity AI: My Product Playbook for Governance, Trust, and Scale

    High-Quality Data, High-Velocity AI: My Product Playbook for Governance, Trust, and Scale

    Every breakthrough we ship in AI reinforces a simple truth I live by: "Companies that prioritize data quality, governance, and structure will accelerate their AI initiatives the fastest." That statement captures the difference between flashy demos and durable, scalable products. In my experience, the strongest AI Strategy starts with the discipline to treat data as a product, not an afterthought.

    When teams rush to production with generative AI or LLMs, the first issues rarely come from the model itself—they come from the data. Poor lineage leads to hallucinations, inconsistent schemas inflate costs, and weak access controls erode trust. For LLMs for product managers, this is the gap between a compelling prototype and a reliable system customers depend on every day.

    Let me clarify what I mean by data quality, governance, and structure. Quality is completeness, accuracy, freshness, and consistency across sources. Governance is policy, ownership, and accountability—privacy-by-design, regulatory compliance, and AI risk management built in from day one. Structure is the architecture: clear data contracts, standardized schemas, metadata and lineage, and role-based access that keeps sensitive signals protected while enabling speed.

    Here’s the product playbook I use to operationalize this. First, map critical sources and define data contracts at the edges so producers and consumers can move independently. Second, standardize schemas and entity resolution to eliminate ambiguous joins. Third, enforce privacy-by-design with policy-as-code and automated redaction. Fourth, converge analytics into a unified analytics platform so definitions, freshness, and observability are shared. Fifth, instrument end-to-end lineage and quality SLAs with alerting. Finally, close the loop with human feedback and labeling to continuously improve model performance.

    For generative AI workloads, a retrieval-first pipeline is essential. Unify trusted sources (product analytics, CRM, support, docs), embed and index them with guardrails, and focus on context window management to keep prompts lean, relevant, and cost-effective. This approach improves response quality, reduces token spend, and makes updates near-real-time—without retraining the base model every week.

    Measure what matters. Tie model outcomes to product metrics through rigorous A/B testing, and size experiments with minimum detectable effect (MDE) so you can ship confidently. Use product analytics to verify that better data actually improves activation, retention, and support deflection. When teams can trace an AI improvement back to a specific data-quality fix, they invest in governance with conviction.

    Culture closes the gap. Empowered product teams and product trios (PM, design, engineering) make crisper decisions when data stewards are embedded and accountable. Clear ownership, shared definitions, and transparent dashboards reduce friction with security and compliance while speeding up delivery. This is how product management leadership sustains velocity without trading away trust.

    The bottom line: if we want faster, safer, and more scalable AI, we start with the data. Build strong foundations, treat governance as enablement, and structure every step so improvements compound. With that in place, Generative AI stops being a science experiment and becomes a durable competitive advantage.


    Inspired by this post on Amplitude – Perspectives.


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  • Intercom is now a Shopify Plus Technology Partner: AI-powered support to scale ecommerce

    Intercom is now a Shopify Plus Technology Partner: AI-powered support to scale ecommerce

    I’m thrilled to share that Intercom is now a certified Shopify Plus Partner on the Technology Track. As someone who obsesses over product quality, speed, and measurable outcomes, this milestone reflects the rigorous standards we hold ourselves to and the trust Shopify Plus merchants can place in our solution.

    The Shopify Partner Program Technology Track supports the largest Shopify merchants by helping them find the apps and solutions they need to build and scale their business. The program is available specifically for Shopify Partners who provide a level of product quality, service, performance, privacy, and support that meets the advanced requirements of Shopify Plus merchants.

    As a Technology Partner, Shopify has recognized Intercom as a provider trusted to help high-growth ecommerce brands scale.

    “The Shopify Partner Program Technology Track is designed to meet the advanced requirements of the world’s fastest growing brands. We’re happy to welcome Intercom to the program, bringing their insight and experience in Customer Support to the Plus merchant community.”

    — Jeff Kennedy, Head of Product Partnerships, Shopify

    For Shopify Plus merchants, this certification means that our integration is vetted and optimized, and that our roadmap aligns with Shopify’s priorities. In practice, that translates into faster resolutions, less context switching, and more personalized conversations—without compromising privacy or performance.

    Over the past year, we’ve launched a series of enhancements to our Shopify integration to give merchants more control and speed in support, including:

    Data Connector templates so our AI Agent Fin can fully resolve requests from customers who want to get information about their Shopify order.

    Multi-store support for merchants to manage conversations from multiple storefronts in one inbox.

    Inbox order actions for merchants to take actions like editing shipping addresses, cancelling and refunding whole orders, deduplicating or creating duplicate orders based on existing ones, all without leaving the conversation.

    EU workspace support to ensure merchants stay aligned with EU data residency requirements.

    Space-themed gradient banner with large serif headline 'Get started with the #1 AI Agent today' and a prominent white button reading 'Start a free trial'; minimal, cinematic website hero.
    Launch your AI customer service faster—this hero graphic invites users to try the #1 AI agent with a bold headline and clear CTA, emphasizing practical, real‑world demos over polished Hollywood sizzle.

    Updated data mapping and custom fields to keep Shopify order data and customer profiles fully in sync.

    These updates make it faster and easier for merchants to resolve queries, personalize conversations, and drive loyalty, all from one platform. I’ve seen these capabilities reduce average handle time and minimize escalations—especially for complex order changes and post-purchase workflows.

    We’re already seeing how our Shopify integration is helping merchants scale their support and deliver better customer experiences: teams are deflecting routine inquiries with AI while empowering agents to focus on high-value, relationship-building conversations.

    Our team is continuing to invest in Shopify-specific capabilities. Here’s what we’re working on:

    Expanded Fin Tasks for complex order actions with new pre-built workflows.

    Enabling Model Context Protocol (MCP) support.

    Smarter product search powered by Shopify data.

    These additions will help merchants resolve faster, personalize at scale, and stay ahead of rising customer expectations – particularly as we approach peak season. We’ll continue to ship in tight feedback loops with Plus merchants to ensure each improvement moves the needle.

    If you’re a Shopify Plus merchant, learn more about how we can help you scale your support with Fin, the best performing AI Agent for ecommerce. Ready to move fast? Get started with Fin now.


    Inspired by this post on The Intercom Blog.


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