Like many support leaders right now, I’m deep in 2026 planning. The more I map scenarios and stress-test assumptions, the clearer one thing becomes: the way work gets done has fundamentally changed, and that change must reshape our customer service organization.
In 2026, you won’t get the full value of AI by keeping your org chart, systems, and operating model the same. You need to think differently about how support is structured, how performance is owned, and how your systems evolve around an AI-first model. That’s the lens I’m using across my team and our cross-functional partners.
To help you do the same, I’m launching a 2026 customer service planning series. Over the next five weeks, I’ll share how I’m approaching roles, skills, organizational design, and an operating model that makes AI the backbone of support—not a bolt-on feature.
We’ll publish each edition here and on LinkedIn. If you’d rather get them by email as soon as they go live, drop your details and I’ll send each edition straight to your inbox.
But before you can make any of those decisions, you need the right mindset and the right internal conditions for change. That’s where I’m starting this week.
Week 1: Start with a mindset shift
If you were building support from scratch today, you’d design around AI from day one. That’s the mindset to carry into 2026—and it’s the mindset I’m using to guide investment and accountability.
Too many teams still treat AI like a feature instead of infrastructure. They tack it onto existing processes, limit scope to tier-one issues, and never evolve the organization or systems around it. I’ve seen that approach stall progress and fragment the customer experience.
Those teams are thinking too small. They chase incremental efficiency, underinvest in the system change required to make AI successful, and get stuck. The result: a reactive team, a choppy customer experience, and value left on the table.
AI Agents are fully capable, end-to-end resolution engines. They fundamentally change the architecture of support.
To plan effectively and get the most value out of the technology, you need to adjust your mental model. Here are the mindset changes I’m prioritizing.
1) Move from ‘AI as a tool’ to ‘AI as infrastructure’
For the past decade, support systems have been the intermediary between customers and human support agents. AI isn’t an intermediary, it’s the first touchpoint (and often the last), the primary resolver, it manages workflows, orchestrates handoffs, and takes real actions.
Planning with the “AI is a tool” mindset leads to small optimizations that don’t move the needle. Planning with the “AI is infrastructure” mindset lets you redesign around the real sources of value creation.
Here’s what I’m designing around in 2026:
• Clear ownership of Agent performance
• A feedback loop that never shuts off
• A shared understanding of when humans step in
• Systems that evolve as AI capabilities expand
This framing sets up every decision that comes later in your planning process.
2) Look at how the work is changing
You need to plan your 2026 support organization around what the distribution of work will be—not what it is today. AI has shifted where volume goes, what humans spend time on, where judgment is needed, how performance is measured, and how the customer experience is designed.
If your planning assumes the current distribution is stable, you’ll design the wrong structure. I’m modeling for the work that’s coming, not just the work on our queue today.
3) Think like a product leader
When customers primarily interact with your AI Agent, support becomes responsible for designing the customer experience—not just managing it.
“Support is becoming a product function, and you are becoming a product leader”
Design your 2026 support org for AI from day one. This Gamma testimonial shows how an AI agent (Fin) resolves 80%+ of inbound requests, letting a small team scale customer service efficiently without increasing headcount.
Support is now a product surface, and support teams act like AI product teams. They:
• Design the customer experience
• Create and curate the knowledge layer that drives AI quality
• Maintain continuous improvement loops and tune system behavior over time
This is a big shift. Your planning—hiring, skills, rituals, and metrics—needs to reflect that evolution.
4) Redefine performance
This is a big mental leap for support leaders. Traditional performance was measured on speed and satisfaction, but AI performance is measured on resolution, impact, and system reliability.
Planning for 2026 means assuming that:
• Humans will handle a smaller % of volume.
• Customer experience will be shaped by AI’s performance, not throughput
When AI handles the bulk of your support volume, you need new metrics for how your team creates value. In practice, that means instrumenting AI and human-in-the-loop workflows with the same rigor you’d apply to a customer-facing product.
5) Understand that your value increases as AI takes on more work
You need to re-orient your team around AI’s performance to get the most value out of it. The more complex work you give it, the higher impact it will have.
Instead of routing complex, messy questions straight to your human team, shift their focus to improving the AI system so it can take on more over time.
Automating low-effort questions reduces noise, but automating complex workflows changes the economics of your entire team. It creates asymmetric returns that compound as AI absorbs the work that once demanded the most time and skill.
6) Plan for adaptability
A big difference between traditional planning and 2026 planning is simple: change will be constant.
“Change is hard, but the teams that adapt will be the ones who get the most out of this opportunity”
AI learns, evolves, and improves continuously. I’m asking, “How do we build an organization designed to adapt fast as the system evolves?” That question is informing everything from team topology to knowledge governance and experimentation cadence.
Food for thought
Heading into 2026, your org chart will look different—and that’s a good thing. Your people will play new, more meaningful roles as designers, curators, and stewards of an AI-first customer experience.
Once you accept that 2026 demands a different way of thinking, working, and planning, you can move to the next stage: designing the support organization that fits this future. I’ll share exactly what that looks like next week, including roles, skills, and ownership models that have worked well in my experience.
Want the full series delivered by email? Drop your details and I’ll send each edition to your inbox as soon as it’s published.
I hear the same question in nearly every executive review and go-to-market strategy session: how do we get our brand to show up more often inside ChatGPT? As a product leader, I treat this as an AI Strategy problem, not a mystery. The path forward looks a lot like modern SEO, adapted to how large language models (LLMs) discover, trust, and summarize information across the web and via tools.
Understand how ChatGPT works and how to make your brand appear more often. Like SEO, but for AI chats.
First, let me set expectations. We can’t force mentions, but we can systematically raise the probability that an LLM chooses our content as a trusted source. My playbook centers on three levers: strengthen your public footprint (so you’re easy to learn from), amplify trustworthy signals (so you’re chosen), and enable high-fidelity retrieval and actions (so you’re accurate and current when the model reaches out).
Public footprint: I build topical authority around the entity that is our brand. That means canonical naming, clean information architecture, and interlinked explainers, how-tos, and case studies that answer real tasks. I use schema.org (Organization, Product, HowTo, FAQPage) to make our pages machine-readable, and I back claims with credible citations. Think of this as “entity-first content design” for gen ai and LLMs for product managers.
Content design for LLMs: I write like I’m teaching a capable assistant. I define acronyms in-line, structure pages with crisp headings, include concise summaries up top, and add Q&A sections that mirror natural prompts. I avoid heavy gating on foundational docs so models can ingest the essentials. I also optimize for context window management by keeping key facts succinct and repeated consistently across properties.
Authority and distribution: Models overweight high-credibility surfaces. I prioritize documentation, API references, GitHub repos, conference talks, reputable media, and third‑party reviews. Where appropriate, I pursue eligibility for knowledge bases (e.g., Wikidata) and ensure consistent facts across partner sites and directories. This isn’t about gaming; it’s about being verifiably useful wherever professionals already look.
Technical hygiene: I keep robots.txt and sitemaps friendly to docs, ensure semantic HTML, fast performance, and rich alt text, and use canonical tags to concentrate signals. Changelogs, release notes, and comparison pages help LLMs answer "what’s new" and "versus" questions with precision—core to product positioning and product-led growth.
Tools and connectors: Visibility isn’t only pre-training; it’s also in-session. I invest in a reliable ChatGPT connector and CustomGPT workflows so assistants can call our APIs via well-scoped actions. I publish a high-quality OpenAPI spec, implement a retrieval-first pipeline over our docs, and tune chunking and metadata so answers stay grounded. Good context window management, privacy-by-design, and clear guardrails are non-negotiable.
Intent coverage: I map the customer journey and write to the prompts users actually type: definitions, quick starts, integrations, troubleshooting, and “compare vs” pages with transparent points of parity. This doubles as strong customer support ai strategy while reinforcing our go-to-market strategy.
Measurement: I maintain a prompt panel representing priority intents and track our share of voice in model outputs over time. When we ship content improvements, I use disciplined A/B testing where possible and set a minimum detectable effect to avoid overfitting to anecdotal wins. I pair qualitative spot checks with analytics to see which pages, entities, and citations correlate with improved inclusion.
Governance and ethics: I avoid manipulative tactics, fabricated claims, or spammy link schemes. Sustainable AI visibility comes from trustworthy content, clear provenance, and user value. Treat LLMs like discerning editors: they reward clarity, credibility, and consistency.
The bottom line: you can’t control when an assistant mentions your brand, but you can earn it. Build an authoritative, structured footprint; show up on credible surfaces; enable high-quality retrieval and actions; and measure rigorously. Done well, AI visibility compounds—just like great SEO—only faster, and with outsized leverage for teams who execute with focus and integrity.
Inspired by this post on Amplitude – Perspectives.
Chaos in vendor communications is a problem I see across finance operations: sprawling accounts payable inboxes, slow response times, and missed context. That’s why this build caught my attention—not just because it’s GenAI, but because it’s a disciplined product strategy that converts email overload into measurable outcomes.
Accounts payable inboxes can see 1,000+ vendor emails a day. Xelix’s new Helpdesk turns that chaos into structured tickets, enriched with ERP data, and pre-drafted replies—complete with confidence scores.
I dug into the end-to-end approach with the team—Claire Smid — AI Engineer, Xelix; Emilija Gransaull — Back-End Tech Lead, Xelix; Talal A. — Product Manager, Xelix—focusing on how they scoped the problem, iterated fast, and de-risked AI in production.
Their product thesis is refreshingly pragmatic. They prototyped with “daily slices” (Carpaccio-style) and built a retrieval-first pipeline that matches vendors, links invoices, and drafts accurate responses—before a human ever clicks “send.” That framing matters: enrichment and matching take center stage, with the model amplifying precision instead of improvising.
We unpacked the tricky bits that make or break an AI helpdesk at scale: vendor identity matching, Outlook threading, UX pivots from “inbox clone” to ticket-first views, and the metrics that prove real impact (handling time, stickiness, auto-closed spam). The pipeline architecture and email processing choices were grounded in operational realities, not just AI aspirations.
Several takeaways are worth pinning to any AI product roadmap. “Start narrow to win: pick high-volume, high-cost requests (invoice status & reminders).” “Enrichment > magic: accurate replies come from great retrieval/matching, not just a bigger LLM.” “Design for adoption: familiar inbox view helps onboarding, but a ticket-first UI unlocks AI features.” These are the kinds of decisions that drive adoption, trust, and ROI.
Data enrichment challenges dominated early learning curves: stitching ERP context into tickets, handling vendor identification at scale, managing email thread continuity, and calibrating response generation for accuracy. On the generation side, the team emphasized precision over verbosity—clean responses that reflect system-of-record truth—then instrumented the experience to “Evaluate System Performance” with production-grade telemetry.
Trust was treated as a product feature. “Measure outcomes, not vibes: track ‘messages sent from Helpdesk’, % auto-resolved.” And critically, “Confidence builds trust: show match quality and response confidence so humans know when to edit.” By surfacing match quality and confidence scores, they shortened coaching loops and made human-in-the-loop supervision feel natural, not burdensome.
What’s next is equally compelling: “targeted generation, multiple specialized responders, and more agentic routing.” That direction aligns with agentic AI patterns I recommend for operations-heavy workflows—route first, retrieve deeply, then generate with intent. It’s a scalable path from assistive AI to autonomous resolution while maintaining governance and auditability.
If you want a quick map of the journey, the conversation flowed from 0:00 Meet the Team: Claire, Emilija, and Talal, 00:36 Introduction to Xelix and Its Products, 01:08 Understanding Accounts Payable Teams, 01:37 Help Desk Product Overview, 03:11 Challenges Faced by Accounts Payable Teams, 04:03 AI Integration in Help Desk, 05:47 Automating Reconciliation Requests, 07:45 Development Methodology: Carpaccio, 09:11 Prototyping and Beta Testing, 12:00 Manual Tagging and Data Collection, 16:39 Focusing on High-Impact Use Cases, 18:55 User Experience and Interface Design, 24:56 Pipeline Architecture and Email Processing, 28:21 Data Enrichment Challenges, 29:04 Handling Vendor Identification, 33:33 Email Thread Management, 36:15 Generating Accurate Responses, 40:48 Evaluating System Performance, 49:20 Future Developments and Goals.
My takeaway for product leaders: when the domain is high-volume and rules-heavy (like AP), retrieval-first beats model-first. Start with the narrowest, costliest intents; prove lift with “messages sent from Helpdesk” and “% auto-resolved”; then graduate UX from familiar to AI-native (ticket-first) once trust is earned. That’s how you turn vendor chaos into answers—reliably, scalably, and fast.
I’ve sat through countless AI demos, and I’ve learned there are really two kinds: the “Hollywood demo,” which is polished to perfection, and the “real-world demo,” which shows the product raw—imperfections and all. The former dazzles, but the latter is where you discover what’s actually ready for prime time.
Hollywood demos look great, but sometimes need a closer look to make sure what you see is what you’ll get. When I’m evaluating an AI Agent for customer service, I always look past the polish. I’m assessing how well it will handle real-world scenarios—the messy, complex conversations your team deals with every day. That’s especially true on voice, the toughest channel to get right.
Voice is one of the toughest tests of any AI system. It’s not just “chat with speech.” An AI Agent needs to be able to listen, respond, and adapt in real time. Timing, tone, and turn-taking are all part of the product, they shape the experience as much as accuracy or reasoning.
An edited video might sound seamless, but it can’t show how a system behaves in a real support environment—like when a conversation takes an unexpected turn or when it pauses briefly to reason or retrieve data. Those small moments—latency, clarifications, interruptions—are when you see what the AI Agent is really capable of. A real-world demo lets you see and hear how the system actually behaves under real conditions, not in a controlled environment that’s been smoothed out with editing.
That’s why the live Fin Voice demo at Pioneer stood out. The team called Fin live on stage to show the real thing (with real latency and interruptions) so people could understand the product they’d be deploying to their own customers. As a product leader, I appreciate that level of transparency because it mirrors how customers will experience the system in production.
When Paul Adams, Chief Product Officer, demoed Fin Voice at Pioneer, the goal was to show the product exactly as customers experience it. In 90 seconds, Fin verified his identity, retrieved account data, managed an interruption, offered options, completed the workflow, and sent a follow-up email. That’s the kind of end-to-end outcome I look for—fast verification, accurate retrieval, natural pacing, and a closed loop.
Latency. You could hear brief pauses while Fin fetched subscription details and checked backend systems. That wasn’t lag—it was work happening in real time. In voice AI, thoughtful latency that signals reasoning is far better than synthetic speed that collapses under real load.
Natural conversation flow. Fin detected when Paul finished speaking, handled interruptions gracefully, and replied in short, human-like turns. That turn-taking behavior is essential for trust and comprehension in voice customer support.
Awareness and tone. Subtle changes in pacing when Paul laughed or hesitated showed sensitivity to context. Tone control is not a “nice to have” in voice—it’s a core UX capability.
Unscripted conversation design. No rigid IVR menus or fixed paths. Paul spoke naturally, and Fin adapted to resolve his query. That adaptability is what differentiates a true AI Agent from a glorified decision tree.
Those details are the real test. A voice AI Agent that performs well in a live demo is one that will perform well for you and your customers too.
Voice has been one of the most demanding, and rewarding, areas of development for Fin. Since launch, we’ve been expanding what it can do so support leaders can customize how Fin sounds, behaves, and aligns with their brand.
Voice and tone customization: Choose from multiple natural voices, set greetings, and fine-tune how Fin communicates with customers.
Escalation and conversational guidance: Teach Fin to use your terminology, ask clarifying follow-ups, and escalate when needed.
Deployment controls: Manage rollouts, test safely in internal environments, and fine-tune before going live.
Flexible integrations: Connect to any telephony system via call forwarding, and link Fin Voice to backend systems or APIs to take action.
Multilingual capability: Fin Voice now supports 28 languages natively.
Alongside these features, we’ve made big improvements to Fin’s answer quality—the foundation of a great voice experience. When people call, they’re looking for accurate, immediate answers they can trust.
So we’ve focused on three key areas: low latency, which is down roughly 30–40% since launch; clarification flow, so Fin asks smart follow-up questions to reduce back and forth and improve resolution rates; and voice-specific answer structure, so Fin delivers information in shorter sentences with pacing designed for listening.
Together, these improvements mean customers get the highest-quality answers as quickly as possible, resulting in more resolutions and better experiences.
Running a live demo always carries risk because things can go wrong. But that’s also why it matters—because that’s how customers experience it too. Support leaders stake their reputation on the systems they choose, so the only way to understand what you’re putting in front of your customers is to see it under real conditions.
When you see Fin in a demo, you’re seeing the same system that runs in production. Real-world demos take more effort and don’t always go perfectly, but they show what’s real—and that’s exactly what you need to evaluate before you deploy voice AI at scale.
I’m excited to share that we’re opening our next R&D hub in Berlin to support significant investment in our AI customer service platform, Intercom, and market-leading AI Agent, Fin. We intend to hire 100 people in Berlin over the year ahead across engineering, AI, data science, product, and design. This move reflects our AI Strategy, our commitment to product management leadership, and our focus on building enduring product-led growth.
We believe that in a short number of years, the vast majority of customer service will be done by AI. Fin is already the world’s best Customer Service Agent. At Pioneer, our recent summit for AI customer service leaders in NYC, we talked about how Fin will become a true end-to-end Customer Agent, extending far beyond service. We showcased how companies like WHOOP, Anthropic, and Lightspeed are already pushing Fin in ways that help them grow their business.
This market opportunity is massive and expanding at unprecedented pace. Our ambition is to earn our place as one of the most successful AI businesses during this wave of AI disruption, and we want more brilliant people on our team to pursue this as aggressively as possible. If you’re motivated by Generative AI, LLMs, and building real products that scale, you’ll find both challenge and impact here.
We are already on track to be one of the fastest growing private software companies. Fin is the primary contributor to this, and is months away from passing $100m in ARR. So far, more than 7000 businesses have transformed their customer service with Fin, including German companies like electricity provider Ostrom, smart home technology provider tado°, and grocery delivery company Flink, along with global leaders like Vanta, Clay, Lovable, and Miro.
Why Berlin? We’re drawn to the city’s rare blend of deep technical talent and rich creative culture—within a vibrant, globally connected ecosystem close to our R&D hubs in Dublin and London. It’s a place where top-tier engineers and designers thrive, and where ambitious builders from around the world want to relocate and create category-defining products.
Momentum is building: this month-by-month chart shows a consistent rise from the mid-20s to nearly 70% between May 2023 and Sep 2025—signaling strong progress as we expand engineering, AI, and automation at our new Berlin R&D hub.
We needed a new location that would sustain the high ambition and standards held by our world-class AI teams in Dublin and London. Berlin has emerged as one of Europe’s hottest centers for AI talent, with a high density of AI-focused startups, applied research labs, and practitioners who bring exceptional literacy, optimism, and ambition. It’s the right accelerator for our AI hiring and a place to bring in brilliant minds to shape the future of our product and business.
While Intercom’s reach is global with our headquarters in San Francisco, our R&D leadership remains anchored in Dublin, where half of the executive team sits—making Berlin both geographically and strategically an ideal next location for our growth.
This isn’t our first time expanding our footprint; we previously bet on London and are delighted with how that’s been working. When we shared our Berlin news internally, the energy was palpable, with many teammates volunteering to help spin up the hub successfully—including colleagues who helped make London a big success, like Danny. That level of ownership and momentum is exactly what we aim to cultivate in Berlin.
We’re looking for people who thrive in a high-intensity, high-ambition, high-standards environment and want to help build one of the world’s best AI companies. For builders like that, the opportunity for impact, growth, and career progression is extraordinary. As with London and Dublin before it, the early Berlin cohort will have a disproportionate influence on team norms, culture, and long-term outcomes. We are in the middle of a huge disruptive wave with AI, and Fin is one of the leading examples of commercially successful AI applications. Joining Intercom is an opportunity to be part of this disruptive wave, and help us build out our vision for Fin becoming the world’s best Customer Agent.
On a minimalist stage, four speakers share insights on AI research, automation, and engineering as part of a panel tied to Berlin expansion and the launch of a new European R&D hub.
There are plenty of AI companies to join, but our technology and culture set us apart. Any AI product is only as good as the AI layer powering it. Ours is industry-leading, built by a highly talented, ambitious, and technical team of over 40 machine learning scientists, engineers, and designers in Europe who continuously optimize Fin’s performance through cutting-edge research, experimentation, and innovation. Fin’s average resolution rate increases 1% every month. That kind of steady, compounding improvement is exactly what great customer support AI strategy looks like in practice.
We also build in public and share our progress and learnings with the AI community at large. Recently, our Chief AI Officer Fergal Reid and SVP of Engineering Jordan Neill joined leaders from Cognition, Harvey, and Perplexity in San Francisco to share real lessons, challenges, and breakthroughs from building frontier AI products. Our AI team regularly publishes their insights on the AI research blog; from optimizing inference speed and availability, to building our own proprietary models that outperform general purpose models for CX.
Our AI group and the broader R&D org they operate within work at extraordinary scale and speed. We recognize that moving fast can’t be taken for granted—you must fight for it—and we’re doing just that, embracing the capabilities AI tooling brings us to achieve 2x the throughput. One example of this mindset in practice is us “Betting on the future of frontend at Intercom,” making a technology choice that optimizes for our teams’ ability to build high-quality product, fast.
Our design and product teams are world-class and forward-thinking; they’re embracing AI to evolve how they work, as shared in our 3-point framework for AI-driven design and recently presented by Emmet Connolly, our SVP of Design, at this year’s Hatch conference in Berlin. As a product leader, I’m grateful to work alongside brilliant product and design thinkers—it gives me confidence that we’re solving the right problems, solving them well, and driving real impact.
From live demos to hands-on coding, this snapshot captures the momentum we're bringing to our Berlin R&D hub – AI experiments, hand-tracking prototypes, and simulation tools powering our next wave of engineering.
We plan to open our Berlin office space in December or January. To get the office started, we’re hiring Senior Product Engineers, Machine Learning Scientists, Product Managers, Senior Product Designers, Engineering Managers, and Data Scientists immediately. If your craft sits at the intersection of LLMs for product managers, agentic AI, and empowered product teams, you’ll be right at home.
You can learn more about our open roles, company, culture, and locations on our careers site, or feel free to reach out to me, Jordan, Fergal, or Brian directly on LinkedIn if you have any questions.
Some of our engineering team will also be at LeadDev Berlin on November 3rd—come say hi if you’re attending.
I’m looking forward to continuing to build Intercom as one of our generation’s best AI companies—and I’m excited for our expansion into Berlin to be a major contribution to that success.
Digital transformation rewired our systems; AI transformation rewires how we learn, decide, and compete. “AI transformation goes beyond automation to create adaptive, intelligent organizations. Discover why it’s the next imperative and how to measure success.” That statement captures what I experience daily: we’re moving from scripted workflows to living systems that improve with every interaction.
When I talk about AI transformation, I’m not describing a tool rollout. I’m describing an operating model where data, models, and product strategy converge to create compounding advantage. In practice, that means agentic AI orchestrating tasks, robust data governance and privacy-by-design from day one, and empowered product teams that ship, measure, and iterate at high tempo.
The imperative is strategic, not merely technical. Markets are compressing cycle times, and customers now expect intelligent experiences by default. Organizations that master AI Strategy and product-led growth will set the pace—using AI for competitive differentiation rather than feature parity.
This shift changes how I build teams and backlogs. I lean on product trios, forward deployed engineers, and tight product discovery loops to reduce uncertainty early. We design for resilience and learning: human-in-the-loop feedback, clear escalation paths, and telemetry that turns every interaction into a hypothesis test.
Governance is a first-class feature. AI risk management, data governance, and threat detection and response sit alongside performance metrics in the same dashboard. We codify guardrails—policy, provenance, and permissions—so innovation scales safely and sustainably.
Measurement is where transformation becomes real. I anchor on outcomes vs output OKRs tied to customer value and revenue impact. At the product layer, I track activation, time-to-value, retention, and adoption by persona. For ML quality, I monitor precision/recall, coverage, hallucination rate, and model drift. In experimentation, A/B testing with a thoughtful minimum detectable effect (MDE) prevents false wins, while Amplitude analytics, Pendo, and Intercom instrumentation expose where guidance or UX writing can unlock activation.
The fastest wins often start in service and sales. A customer support ai strategy can deflect tickets with high-resolution answers while escalating edge cases to humans with full context. CRM integration with HubSpot and a ChatGPT connector enables reps to generate next-best-actions, summarize calls, and personalize outreach—measurably lifting conversion and lowering cost-to-serve.
On the build side, LLMs for product managers and gen ai for product prototyping accelerate discovery cycles. I use CustomGPT workflows to validate value propositions quickly, then harden successful flows with engineering. Throughout, product positioning and a crisp value proposition ensure that what we ship is understandable, differentiated, and priced to match ROI—consumption SaaS pricing when usage scales value.
If you’re getting started, begin with a single, high-frequency journey, instrument it deeply, and publish transparent OKRs. Pair empowered product teams with clear governance, and iterate toward agentic AI experiences. The payoff isn’t a one-time launch; it’s a continuously learning system—and a culture—that compounds advantage release after release.
AI agents promise leverage at scale, yet too many proofs of concept stall before they create measurable value. Over the past several launches, I’ve seen the same patterns repeat across IT and operations. The mandate is clear: “Discover three key challenges IT and ops teams face when building and managing AI agents that drive real business wins.” Here’s how I frame the work, where teams get stuck, and the playbook I use to move from demo to durable outcomes.
Hurdle 1: fragmented data and weak data governance. Agentic AI is only as strong as the data it can reliably access. In most organizations, knowledge is scattered across CRMs, ticketing tools, wikis, and data lakes—each with different schemas, permissions, and freshness guarantees. Without privacy-by-design and consistent access patterns, agents hallucinate, miss context, or violate policies. This isn’t a model problem—it’s an information architecture problem.
My approach starts with an integration-first mindset: anchor the agent to authoritative systems via CRM integration, unify retrieval across knowledge sources, and enforce role-based access at query time. I pair this with data contracts, lineage, and content freshness SLAs so the agent never acts on stale or restricted information. A unified analytics platform and strong data governance let me monitor coverage, drift, and security posture as the knowledge footprint grows.
Hurdle 2: reliability, observability, and AI risk management. Even well-fed agents can behave unpredictably without tight control loops. Teams often lack Agent Analytics, standardized evals, and guardrails to catch prompt injection, tool abuse, or subtle regressions. The result is fragile behavior that erodes trust with IT, security, and front-line operators.
I build a reliability stack that looks a lot like SRE for agentic AI: scenario-based evaluations before release, production tracing of every step and tool call, red-teaming for threat detection and response, and policy enforcement at runtime. Hallucination mitigation, input validation, and fallbacks (including human-in-the-loop) are non-negotiable. We track latency, cost, accuracy, and safety incidents in one Agent Analytics view so we can ship confidently and iterate quickly.
Hurdle 3: workflow integration and organizational adoption. The best agent can still fail if it can’t take action in real systems or if change management is an afterthought. Agents must fit the way people actually work—permission models, SLAs, audit trails, and existing approval paths—instead of creating shadow processes that confuse teams.
I integrate agents directly into systems of record and daily tools—ticketing, CRM, knowledge bases—so outcomes are auditable and reversible. I define clear RACI, rollout guardrails, and metrics in product roadmapping and sprint planning (e.g., first-contact resolution, time-to-resolution, deflection, cost per task). We ship narrowly scoped capabilities first, pair them with in-app guides and product tours, and expand privileges as confidence and KPIs improve. This is product management leadership, not just prompt engineering.
In practice, the pattern is consistent. For customer support, we anchored the agent to the CRM, knowledge base, and incident runbooks with strict access controls, then layered policy checks for regulated data. With unified analytics, we measured precision/recall of suggested actions, tracked cost and latency, and flagged risky prompts. The result: higher accuracy, cleaner handoffs, and faster time-to-value without sacrificing compliance.
If your agents aren’t delivering, start here: fix the data plane, instrument the control plane, and design for real workflows. Do this well and you’ll move beyond flashy demos to durable productivity gains and competitive differentiation—while keeping security, governance, and stakeholders on your side.
I recently shared 15 ways I'm using AI at home—from fixing cooking disasters to researching school bonds—and those experiments turned into real skills: learning to chat with large language models (LLMs), providing the right context, verifying results, and more.
Now it’s time to apply those same skills at work. The stakes feel higher, the problems are more complex, and we have to navigate when and how AI is acceptable at work. But the foundation we built at home makes the leap far less intimidating.
My goal is to inspire you to start experimenting (if you aren’t already). Along the way, you’ll add practical techniques to your AI product toolbox.
A clean address form ready for automation: fields for Attention, Address, City, State, ZIP, and Country invite AI-driven autofill, validation, and routing, accelerating workflows and reducing manual typing at work.
Using AI at home taught the basics—prompting, context windows, and hallucinations. At work, I layer in orchestration and automation. Don’t worry; we’ll take it step by step.
To make this actionable, I organize my work use cases by complexity, so you can start at the top and move down as your confidence grows. I group them into five buckets: Translator, Do the Work, Researcher, Writing Partner, and Coding Partner. Everyone can access the first three categories; I reserve the last two for subscribers.
Clear course policies at a glance: switch cohorts up to 14 days before start, transfer a seat to another student until the day prior, and get scaled group discounts for Deep Dive courses, though Fundamentals is excluded.
Translator: I’ll start simple with low-stakes examples that build confidence and momentum.
1) Translate this email for me. My last name is common in both Spanish and Portuguese, so people often assume I speak both. I can get by in Spanish, but not Portuguese. When I get an email in another language, I ask ChatGPT for a translation. I used to use Google Translate, but ChatGPT tends to interpret context better. It’s a quick win that gets you comfortable with LLM interactions.
Curious which formats perform best? These heatmaps compare category averages for impressions, engagements, and new followers—spotlighting podcasts for reach and 'Other' for follower gains.
2) Parse this address for me. I live in the United States and work with companies around the world. In Xero, I have to enter addresses by street, city, state/region, country, and zip code. For international addresses, I’m not always sure how to parse fields. ChatGPT is great at this, so I created a CustomGPT to avoid rewriting the prompt. I paste the address, and it returns values mapped to Xero’s fields. If you’re new to CustomGPTs, think of them as reusable prompt-and-context bundles you can share with colleagues. Skills I built: when to use a CustomGPT versus an ad hoc prompt, and how to templatize repetitive formatting tasks.
Do the Work: This is where the magic shows up—AI accelerates execution—provided you set clear guardrails and keep humans in the loop where quality matters.
This concise social post tackles the “no differentiation” myth in B2B, highlighting how segmentation, team alignment, and a clear view of competitors reveal real product value—prompting readers to reflect and join the discussion.
3) Customer service assistant. My company offers a range of products and services, so we created a knowledge base with common questions and template answers to train support. But finding the right response in the moment is slow. I uploaded our content into a CustomGPT and instructed it to surface the most relevant templates, given an inbound email. The key decision: I did not let the model draft final replies. My admin uses suggestions to respond faster, but she remains responsible for the email content. Skills I built: discerning where human oversight is essential and using LLMs to speed up, not outsource, attention-intensive work.
4) Social media analysis. I share my work on social channels and want to know what resonates. LinkedIn lets me export analytics on top posts. Each month I export the last 30 days, ask a CustomGPT to create topic and category heat maps for impressions, engagements, and followers, and I chart trends over time. Patterns become obvious—personal stories drive impressions and engagement; short-form video drives followers. This workflow, inspired by Andy Crestodina at Orbit Media, turns raw analytics into actionable content strategy. Skills I built: using LLMs for data analysis and visualization, moving from exports to insights, and spotting outliers at a glance.
An AI-powered contract review snapshot flags risky clauses and where to push back. Clear labels—Dealbreaker, Needs Redlining, None Found—help teams tighten IP rights, social media controls, refund terms, and injunctive relief.
5) Article summaries. I used to share Worthy Reads—recommended articles—on LinkedIn and X, and I wanted stronger summaries. I asked Claude to generate them in the author’s voice, not “LLM voice.” I gave tone and style guidelines, writing samples, and a clear structure. Quality improved with each iteration. To save time, I automated the workflow with a Zapier zap: when I add a new article to my database, the Anthropic API generates a draft summary and emails it to me for a quick human review. If it looks good, I do nothing. If not, edits are one click away. Skills I built: providing precise context for tone and structure, creating a simple automation, and keeping a light human-in-the-loop review for quality.
6) ContractBot. I regularly review long legal documents and dislike every minute of it, so I built ContractBot as a CustomGPT. It started with a one-sided contract full of red flags—intellectual property, morality clauses, payment terms, and more. I asked ChatGPT to identify issues, we worked through them, and then I had ChatGPT write the reusable prompt that became ContractBot. Now I upload any new contract and get a summary of redlines tailored to my preferences. When new issues arise, I update the CustomGPT prompt, and it evolves with me. Skills I built: iterating preferences over time, using LLMs to translate and revise dense documents, and leveling information asymmetry during negotiations.
Need customer interview guidance fast? This snapshot rounds up five high-ranking guides with quick notes—perfect for scanning options and choosing the best how-to. Use it to kickstart research and structure your interview plan.
7) SEO keyword analyzer. “SEO is dead. People don’t use search engines. Now they just ask LLMs.” But LLMs still use search engines—so SEO is not dead. I still care about ranking for relevant terms, and I use ChatGPT to help. I give it a target keyword and one of my articles, then ask it to analyze the top ten Google results and highlight what they do that I don’t. I get a prioritized gap analysis. I don’t take every suggestion—I write for humans first—but many SEO improvements also boost readability, so it’s a win-win. This workflow, also inspired by Andy Crestodina, made me care about SEO because the effort is now minimal. Skills I built: competitive research and gap analysis, balancing SEO with human readability, and codifying a repeatable research pattern.
8) Landing page analyzer. I don’t love writing sales copy, but landing pages matter. I use ChatGPT to critique my course landing pages, with rich context: an ideal customer profile from real discovery interviews, a course syllabus, student testimonials, and the same knowledge base my support team uses. With all that context, I ask for a critique from the buyer’s point of view. Context is king—the more I provide, the sharper the feedback. I don’t accept every suggestion, and I still run demand and usability tests, but a second set of (virtual) eyes helps me move faster on a task I’d otherwise procrastinate. Skills I built: using LLMs to push through resistance, feeding the right context, and soliciting targeted “expert” feedback.
Messaging teardown in a sleek, dark theme shows how to turn interview findings into sharper copy: center ICP struggles with adoption and scaling, and rework the hero to speak directly to product leaders under pressure.
9) Podcast participation guide. I launched a new podcast, Just Now Possible, where I interview product teams about the AI products and features they’re building. Guests often need company approval to join, and I’d never had to ask for permission before. I set up a ChatGPT Project with background files—target listener, goals, and differentiation strategy—then asked it to draft a one-pager for executives explaining why their team should participate. It nailed the brief because the Project was already loaded with the right context. Skills I built: setting up Projects for ongoing domains and compounding context over time for higher-quality assistance.
10) Podcast episode titles, descriptions, show notes, and chapter marks. In the same Project, I paste episode transcripts and ask for titles, descriptions, show notes, and chapters. As volume grows, I’m transitioning this into a CustomGPT with actions so I can click “Generate episode metadata,” paste the transcript, and go. Later, I’ll add actions for social posts and more. I don’t need to design the full system upfront; I evolve it as needs emerge. Skills I built: when to move from Projects to CustomGPTs, how to define actions, and how to evolve LLM tools incrementally.
Explore how the Just Now Possible podcast turns real AI product work into practical guidance. This overview invites PMs, designers, and engineers to share decisions, showcase features, strengthen employer brand, and gain recruiting assets.
Researcher: If you’ve tried using LLMs as an expert researcher at home, the returns at work are even better. Here are two recent examples.
11) Choosing a new blogging/newsletter platform. After 14 years on WordPress, my site started breaking—plugin auto-updates caused critical errors, Google flagged 500s and performance issues, and I was over managing plugins. I’d also switched from Mailchimp to Kit and wasn’t thrilled. I considered Substack but had mixed feelings. I laid out constraints and goals in ChatGPT, compared options, and landed on Ghost. Before committing, I used ChatGPT to dive deep: theme customization, memberships, API documentation, and migration tasks. On a free trial, ChatGPT walked me through exporting from WordPress and importing into Ghost; Claude Code helped with theme tweaks. By the end of two weeks, I had imported data, customized the site, validated fit, and built confidence. We officially migrated in August 2025. Skills I built: tackling big projects with an AI guide on call, running structured vendor comparisons, and piloting major tech decisions with AI-assisted validation.
A draft episode description in dark mode outlines a talk on creating an AI Teacher Assistant for K–5 schools—covering post‑COVID pressures, why a chatbot interface failed, building a first RAG system, and lessons from real teacher use.
12) Academic research. I draw heavily from research on decision-making, problem-solving, and learning science, but I’m not an academic and can’t spend hours in journals. ChatGPT’s Deep Research changed that. Quarterly, I generate a report on topics like decision-making with parameters such as date ranges, peer-reviewed sources, and clear citations. I automated the pipeline so reports land in my Readwise inbox alongside other articles. I also seeded a course design Project in ChatGPT with Deep Research reports on scaffolding, modeling, and learning styles, so my course design support is evidence-based by default. Skills I built: running Deep Research on-demand and automating it so staying current is effortless.
Learning to use AI as a thought partner has been the biggest unlock for me. It’s hard to describe, so I’ll show you with detailed examples. I’ll start with how I write with AI—headline generation and copy editing—and quickly get to more advanced workflows. You’ll see how I set up subagents to review my writing from different perspectives, where I let LLMs draft versus where I insist on drafting myself, and why I now write in VS Code with Claude Code following along.
See how Ghost uses Handlebars to render posts and customize themes quickly. The screenshot highlights template helpers and a straightforward flow: download a theme, edit locally, upload in Ghost Admin, then activate.
These workflows helped me produce more, higher-quality content, and—unexpectedly—brought the joy back to writing.
I’ll also share how I use LLMs to help me code: how ChatGPT taught me to set up and use a Python Jupyter Notebook for eval data analysis, how I pair program with Claude Code, how I get Claude Code to generate high-quality unit and integration tests, and how I leveled up error handling with both Claude Code and ChatGPT. I have a light coding background; I couldn’t have done this without LLMs. Even if you don’t code today, there’s a lot here you can apply.
Evidence-backed scaffolding methods at a glance—gradual release, cognitive apprenticeship, task simplification, mentoring, and communities of practice—show how to teach AI skills, build confidence, and accelerate adoption at work.
As a reminder, those last two sections—my Writing Partner and Coding Partner playbooks—are for paid subscribers. I’ll also use comments to dig into your workflows. I hope you’ll join us.
I was initially reluctant to use LLMs as a writing partner. I’m not trying to outsource my thinking; writing is how I think. But staring at a blank page is real. I write, delete, and write again. The breakthrough was realizing the model doesn’t have to think for me—it can help me think more clearly. It can tell me when a draft is weak, offer structured feedback, and help me brainstorm ways to get unstuck. That’s how I began using LLMs as a true thought partner.
I see customer conversations as a goldmine for every team—yet too often, they’re trapped inside the support platform. That silo makes it harder to make confident, customer-first decisions across product, sales, marketing, and leadership. I’ve felt that pain firsthand, which is why this update matters.
From today, the new Intercom connector for ChatGPT changes this. Intercom customers can now allow all teams to securely access conversations, tickets, and user data directly inside ChatGPT. Without having to switch tools, you can now get all the context you need to put the customer first across every area of your business.
Here’s how I approach it in practice: when frontline insights are accessible in the same workspace where I ideate, plan, and write, my team moves faster with more conviction. It’s the difference between guessing at customer needs and grounding decisions in real conversations.
How to connect Intercom to ChatGPT
Connecting Intercom to ChatGPT is easy:
1. In ChatGPT, open Settings → Connectors.
2. Search for “Intercom” and select it.
3. Sign in with your Intercom account to approve the secure connection.
(The connector is read-only and respects your existing Intercom permissions, so people only see what they already have access to. See more about security and setup details here.)
Once you’re in, you can start exploring your customer data using prompts written in natural language, like:
“Help me prepare for a meeting with customer X by updating me on outstanding issues raised in the last four weeks.”
“Find positive Intercom conversations mentioning our new feature Y, and add customer quotes to my campaign brief in Drive.”
“Build a list of the most common feature requests based on customer inquiries.”
What this unlocks
Connecting Intercom to ChatGPT makes customer feedback available across the company in a usable way. In my own workflow, this turns previously buried signals into actionable inputs for roadmaps, messaging, and enablement—without hopping between tools.
Support tickets contain direct information about what’s breaking, what’s confusing, and what people actually need. Normally, that information stays siloed in the support team. When I can query those conversations in plain language, I get immediate clarity on friction points and opportunities, and I can share that context with cross-functional partners in minutes.
When anyone can query it in plain language, it becomes useful for decision-making across the board. Teams stop working at cross-purposes because they’re looking at different parts of the picture. Now, product can see what’s actually frustrating users. Sales can understand common objections. Marketing can use the language customers actually use. Leadership can spot trends as they’re happening.
My recommendation: establish a lightweight ritual around this data. For example, build a weekly highlights digest sourced from Intercom conversations and review it in your product sync or go-to-market standups. It’s a simple way to align stakeholders and keep customer reality front and center.
We’ll be adding more connectors soon so you can access Intercom data in other AI tools your team already uses.
I’ve been reflecting on How Pendo’s Summer Release reimagines onboarding, support, and expansion in the SaaS + AI era, and it resonates deeply with the product-led playbooks my team and I use every day. The core promise is simple and powerful: “These three best practices aren’t new, but how you achieve them is.” That framing captures the shift I see across high-performing product organizations—same outcomes, radically upgraded execution through AI, in-app experiences, and unified analytics.
For onboarding, I prioritize accelerating user activation with clear product tours, in-app guides, and great UX writing that removes cognitive load. The difference now is how precisely we personalize these moments: segmentation driven by product usage, CRM integration, and experiments (A/B testing with a disciplined minimum detectable effect) help us craft paths that meet users where they are. When onboarding is instrumented this way, it becomes a scalable engine for product-led growth rather than a one-time setup task.
Support is undergoing an equally meaningful transformation. Contextual, in-app help combined with agentic AI can diagnose issues, surface relevant knowledge, and guide users without forcing channel switches. I’m bullish on this, but only when it’s anchored in privacy-by-design, AI risk management, and strong data governance—trust is the prerequisite for any customer support AI strategy. When done right, support shifts from reactive ticket resolution to proactive value delivery.
Expansion, to me, is the earned outcome of consistent product value. In the SaaS + AI era, we can use unified analytics to identify readiness signals—feature adoption, outcomes achieved, and time-to-value—and trigger timely, ethical nudges in-app. The best motions align offers with real customer milestones, whether that’s consumption SaaS pricing upgrades, role-based add-ons, or advanced capabilities unlocked through demonstrated need. This is product-led growth at its most customer-centric.
Underpinning all three motions is measurement discipline. I push for a unified analytics platform that ties together behavioral data, retention analysis, funnels, and cohorts with downstream CRM integration. That allows product trios to make fast, informed decisions and connect activation, support efficiency, and expansion to business outcomes. Whether your stack includes Pendo, Amplitude analytics, or custom pipelines, the principle is the same—one source of truth that informs action.
Execution matters as much as strategy. Empowered product teams working in tight product trios can ship small, valuable increments, run clean experiments, and learn faster than the market shifts. Strong stakeholder management and clear product roadmapping keep leadership aligned on outcomes vs output OKRs, so we’re funding what works and pruning what doesn’t. In my experience, this operational rigor is what turns promising ideas into durable competitive differentiation.
If you’re looking to operationalize these ideas, start by defining activation and expansion milestones that map to your value proposition. Instrument your in-app guides and product tours to support those milestones, and commit to an experimentation cadence with well-defined MDE. Layer in agentic AI carefully—pilot in the support surface where context is rich and stakes are clear—and enforce privacy and governance from day one. Finally, close the loop with unified analytics so every improvement compounds.
Pendo’s Summer Release highlights a broader reality: our industry isn’t inventing new destinations, we’re modernizing the routes. Onboarding, support, and expansion remain the pillars—but AI, in-app experiences, and integrated data make them smarter, faster, and more human. That’s the shift I’m leaning into—and the one customers feel immediately.
Over the past few years leading product at HighLevel, I’ve watched too many teams rush to demo flashy agents before they’ve built a reliable foundation. The metaphor I use in every AI roadmap review still hits home: “Think of AI readiness as a three-layer cake. Most companies are trying to build the fancy frosting (the agent interface) without bothering to bake the actual cake underneath.” If we want durable impact, we have to bake first, frost later.
When I design an AI Strategy, I anchor on three elements that map directly to that cake: a data and instrumentation foundation, a governance and risk layer, and finally the agent experience itself. This sequence isn’t theory—it’s how we de-risk delivery, accelerate product-market fit, and create competitive differentiation without compromising trust.
Layer 1 — Data and instrumentation: The base of the cake is clean, well-instrumented data flowing through a unified analytics platform. I start with a clear event schema, rigorous data quality checks, and tight CRM integration so we can connect outcomes to users, accounts, and journeys. Privacy-by-design is nonnegotiable: we minimize PII, define retention, and ensure consent flows are explicit. With this in place, gen ai features have the context they need—retrieval works, grounding holds, and feedback loops from production inform continuous improvement.
On top of that, I build measurement in from day one: activation, retention, task success, latency, and satisfaction. Every AI interaction is observable. We run A/B testing with a well-defined minimum detectable effect, pair quant with qualitative review, and feed human-in-the-loop judgments back into ranking and prompt libraries. This is how we avoid “demo-ware” and deliver real, repeatable value.
Layer 2 — Governance and risk: Before scaling, I formalize AI risk management and data governance. That includes model evaluation against safety and quality thresholds, red-teaming for jailbreaks, and threat detection and response for prompt injection and data exfiltration. We establish policy for model and provider selection, versioning, and rollback; we log prompts, responses, and decisions for auditability; and we define escalation paths when the system is unsure. These controls don’t slow us down—they create the confidence needed for faster iteration and board management alignment.
I also align legal, security, and product early on a taxonomy of risks—bias, hallucinations, privacy, IP leakage—so we can write tests and guardrails once and reuse them across features. The result is fewer surprises in customer pilots and a far smoother path through enterprise procurement.
Layer 3 — The agent experience: Only now do we invest in the frosting—the agent interface and workflows. Here I focus on clear jobs-to-be-done, crisp UX writing, and transparent system behavior. We design agentic AI flows that show reasoning steps when helpful, ask for clarification when confidence is low, and gracefully hand off to humans in customer support scenarios. Product tours, in-app guides, and tooltips reduce the learning curve and accelerate user activation.
Crucially, we measure the interface, not just the model. Agent Analytics tracks intents, tool use, fallbacks, and user corrections so we can tune prompts, tools, and policies. This closes the loop from experience back to data and governance, and it directly informs product roadmapping and sprint planning. When the cake is baked this way, go-to-market becomes easier: we can prove ROI with hard numbers, fine-tune pricing, and scale adoption with product-led growth tactics.
If your AI roadmap feels stuck, start with an honest readiness audit against these three elements. Shore up instrumentation and data pipelines, codify governance, then refine the agent interface with real user telemetry. Bake first. Frost last. That’s how we ship AI that customers trust—and keep winning after the first demo high fades.
I’ve learned the hard way that the toughest part of launching in-app agents and guided experiences isn’t the build—it’s proving, quickly and credibly, that they move the business. If I can’t quantify adoption, engagement, deflection, and time-to-value, stakeholder confidence erodes and iteration slows. That’s exactly why an Agent Analytics capability matters: it turns opaque interactions into measurable outcomes that product, customer success, and engineering can all act on.
When I evaluate a capability like Agent Analytics, I anchor on a few questions. Which segments adopt the agent, and where does engagement drop? What fraction of issues are successfully deflected versus escalated? Which prompts, product tours, and in-app guides drive conversion and retention—and which add friction? How does agent usage correlate with onboarding completion, core feature activation, and long-term retention analysis? If I can answer those with a unified analytics platform, I can prioritize confidently.
Increase revenue, cut costs, and reduce risk with Pendo’s Software Experience Management platform. Optimize the entire software experience to drive adoption and improve engagement.
In practice, I map an outcomes-first measurement plan: define a north-star (e.g., activated accounts), articulate contributing metrics (guide completion rate, agent task success, session depth), then run targeted A/B testing on copy, timing, and placements. With the right analytics, I can compare cohorts exposed to in-app guides and product tours against a control, validate impact, and double down on the patterns that consistently improve adoption and stickiness.
Cost and risk are just as important as growth. An effective Agent Analytics view helps me model support deflection, time-to-resolution, and escalation rates so I can quantify cost savings without sacrificing quality. On the risk side, I look for early-warning signals—low-confidence responses, repeated handoffs, or anomalous usage—so I can intervene before they turn into churn or brand concerns. The point isn’t vanity metrics; it’s operational clarity that enables responsible, scalable product-led growth.
This also changes team dynamics. Product trios get a shared source of truth for decisions, engineering gains sharper specs informed by real behavior, and customer-facing teams can see which experiences reliably unlock value for each segment. Instead of debating opinions, we iterate on evidence—tightening the loop between product roadmapping and sprint planning, UX writing, and go-to-market strategy.
My 90-day playbook looks like this: establish a baseline for adoption and engagement; instrument agent interactions end to end; ship two or three small, high-leverage experiments in onboarding and help experiences; and review results in weekly rituals. By day 90, I expect to see a clear line from agent engagement to activation and retention, along with a repeatable testing cadence that compounds learning.
I’ve seen the same pattern across products and markets: once teams illuminate the black box of in-app assistance with rigorous, actionable analytics, customer confidence rises, onboarding accelerates, and roadmaps get sharper. If you’re evaluating Pendo or already running it, put Agent Analytics at the center of your measurement strategy—and let your data, not assumptions, guide the next iteration.
