Tag: LLMs for product managers

Go Deep or Get Left Behind: How AI Deployment Depth Transforms Customer Service

AI adoption is everywhere. I see more teams every quarter moving from pilots to production—and increasing their budgets accordingly. But the gap between “using AI” and truly transforming with it is widening fast. Launching an AI Agent is easy; building a mature, AI-powered support operation is where the real work—and the real value—lives.

In the new research, the "2026 Customer Service Transformation Report," the difference comes down to depth of deployment. It’s not enough to dabble. Teams that design their operations around AI are pulling away from those who treat AI like a bolt-on feature.

This article kicks off part one of my five-part deep dive into the research. I’ll unpack the data, share what I’ve learned leading product and AI strategy, and translate it into practical steps you can apply now. If you’d like to go straight to the source, you can download the report here.

First, the macro picture: 2,470 global support professionals across industries were surveyed to understand current AI usage, challenges, and the 2026 opportunities. The headline is clear—AI investment is now table stakes. Eighty-two percent of senior leaders say their teams invested in AI in the past year and 87% say they plan to invest in 2026. Those investments are already paying off: Over three-quarters of CS teams (77%) say AI is meeting or exceeding expectations, delivering faster response and resolution times, always-on coverage, cost savings, increased capacity, and multilingual support that scales globally.

And yet, only 10% of organizations say they have reached a "mature" level of deployment, where AI is fully integrated into operations and working at scale. That’s the tell: most teams are skimming the surface and leaving meaningful performance gains on the table.

Most service teams are still early in AI adoption. Only 10% report mature deployment, while 26% are scaling, 35% are in initial rollout, and 26% remain in exploration, with 3% unsure.

When I map the data to what I’ve seen in the field, the maturity difference shows up immediately in outcomes. Teams at mature deployment don’t just automate repetitive tasks; they build AI into critical workflows, give it real responsibility, and iterate continuously. Beyond automating the bulk of their manual work, they’re using AI to proactively engage customers and perform tasks on their behalf.

The results follow. Of the teams that have reached mature deployment, 43% report higher quality and consistency across support—nearly double the rate of those still in the initial deployment stage. That quality shift is how support evolves from a cost center to a value driver. Great experiences don’t just prevent churn; they create advocacy and become a reason customers choose you. The more you trust your AI Agent with meaningful work, the more it creates the conditions for higher-quality, more consistent support.

One example I point to often: Lightspeed. They operate a complex product across regions and languages, with tens of thousands of monthly requests. When they adopted Fin in early 2023, they needed a solution that could scale with that complexity—and they treated the transition like a first-class change program.

They leveraged foundational training and built custom, in-house modules aligned to their processes. They supported their team post-launch and worked closely with leadership to align on the goals and benefits of AI. In a large, distributed org, that executive alignment created ownership and momentum. Their VP of Information Systems, Yamine Gluchow, put it perfectly: "It’s not magic. If you invest in understanding, adoption, and great content, AI performance takes off."

Mature AI Agent rollouts deliver bigger gains in customer service—outperforming initial deployments in automation, proactive engagement, and task completion (63% vs 52%, 51% vs 41%, 45% vs 28%)—showing how depth drives measurable impact.

Their outcomes reflect that depth: An 88% involvement rate. 72% of Fin conversations resolved without human intervention. 43,000+ customer requests resolved monthly. Service in 12+ languages across 100+ countries. Stable CSAT—with improvement in some markets.

What impressed me most was the complexity Fin now resolves. A merchant in France asked about tax invoices—normally a long phone call to check back-end data and explain rules step by step. Instead, Fin handled the conversation in French, provided an accurate end-to-end explanation, and earned positive CSAT. That’s what mature deployment looks like: a system that absorbs complexity and delivers correct, efficient results at scale.

So how do we build toward that level of maturity? In my experience, this journey requires a mindset shift and operational rigor—not just a bigger AI budget.

Rethink how you approach support. If you were building from scratch today, you’d design around AI from day one. As Grant Lee, CEO of Gamma, puts it: "If you want to unlock the real value of AI, you have to design for it, not retrofit around it." Treat AI as infrastructure, not a feature. That shift impacts your org design, workflows, and what “good” looks like.

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

Secure executive sponsorship early. You won’t scale without C-suite backing. AI reshapes how support works, how teams are structured, how performance is measured, and how cost and value flow. Align your CFO on ROI, your CCO on journey design, and your CEO on customer experience as a strategic advantage. Early wins are great—but the compounding gains only come when leadership backs AI as infrastructure, not a one-off cost save.

Assign clear ownership for AI performance. One common failure mode: no one owns the AI. Stand up an AI operations lead or support ops specialist to review resolution trends and handoffs, tune content and configuration, coordinate on systemic issues, and drive a prioritized improvement roadmap. Without this role, feedback loops break and performance plateaus.

Treat content as critical infrastructure. Your AI Agent is only as good as the knowledge it can access. Ensure coverage for the topics it must handle, keep information accurate and current, and structure content so it’s easy for AI to consume. Make maintenance part of BAU, not a quarterly fire drill. A clean, governed, retrieval-first pipeline dramatically increases autonomous resolution.

Build a continuous improvement system. AI performance isn’t static. Train your AI Agent by expanding its knowledge, refining behavior, and connecting new data sources to handle more scenarios autonomously. Validate changes against real scenarios before they ship. Roll out updates in a controlled way across channels and segments. Use performance data to find patterns—frequent handoffs, low-resolution topics—and decide what to improve next. I often point to the Fin Flywheel (Train → Test → Deploy → Analyze) as a practical example of turning performance data into action.

The big takeaway from the "2026 Customer Service Transformation Report" is encouraging: investment is widespread, and early returns are real. The bigger opportunity is to turn those early wins into durable transformation. Teams leaning into AI as infrastructure—supported by executive alignment, clear ownership, strong content, and a continuous improvement loop—are already separating from the pack.

Next up in this series, I’ll dig into how leading teams measure success. Beyond simple cost savings, mature deployments tie AI to clear ROI and strategic impact—shifting more work into value-adding, revenue-generating territory. Follow along here, or subscribe on LinkedIn to get the next installment in your feed.

Inspired by this post on The Intercom Blog.

February 5, 2026
Amplitude’s AI Visibility Upgrade: Content Generation, Chat Segmentation, Sleeker UI—Why It Matters

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

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

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

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

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

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

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

Inspired by this post on Amplitude – Best Practices.

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

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

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

Listen to this episode on: Spotify | Apple Podcasts

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

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

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

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

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

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

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

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

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

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

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

Podcast transcripts are only available to paid subscribers.

Inspired by this post on Product Talk.

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

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

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

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

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

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

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

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

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

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

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

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

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

Inspired by this post on Product School.

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

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

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

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

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

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

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

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

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

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

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

Inspired by this post on Product School.

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

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

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

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

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

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

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

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

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

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

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

Inspired by this post on SVPG.

February 4, 2026
Inside Amplitude’s AI Playbook: Lessons from Leo Jiang on Ask Amplitude, Agents, and Visibility

I continually study how high-velocity teams turn AI ambition into shipped product, and Amplitude’s approach stands out. "Leo Jiang is the Head of Engineering, AI Products at Amplitude, focused on building new AI and marketing products. He has helped build Ask Amplitude, Agents, and AI Visibility." From a product management leadership lens, that portfolio signals a clear AI strategy: enable insight (Ask Amplitude), drive action (Agents), and ensure trust and observability (AI Visibility).

What I appreciate most is the sequencing: start with user-facing value, build agentic AI capabilities where tasks repeat and outcomes can be evaluated, and layer AI workflows with robust governance. For PMs and LLMs for product managers, the implication is to define success via eval-driven development—quantitative rubrics, offline test sets, and real-time feedback loops—before scaling automation. This also hints at an emerging discipline of Agent Analytics: instrument prompts, tool calls, and outcome quality so we can tune performance like we tune a funnel.

Ask Amplitude gives a relatable example: natural-language questions lower the activation barrier for product and growth teams inside an Amplitude analytics environment. When agents turn answers into next-best actions, product-led growth becomes measurable—from hypothesis to change to impact—inside a unified decision loop. That tight loop is where product strategy, design, and reliability meet to create compounding value.

Operationally, I organize a product trio around each capability and pair it with forward deployed engineers to accelerate discovery with customers. I also invest in privacy-by-design and data governance early, ensuring marketing use cases respect compliance while keeping iteration speed high. The goal is a repeatable path from prototype to scale that preserves momentum without compromising safety.

My takeaway for peers: pick one high-frequency workflow, define clear agent boundaries, ship a narrow slice, and measure relentlessly. Use retrieval-first pipeline patterns for grounding, add human-in-the-loop checkpoints, and close the loop with qualitative insights from in-app guides. When that works, expand capabilities—not just features—and let outcomes vs output OKRs steer prioritization.

Inspired by this post on Amplitude – Best Practices.

February 4, 2026
12 MCP prompts that rally your whole company around product data and drive adoption

I’ve seen first-hand how quickly a company aligns when product data becomes everyone’s common language. To make that happen at scale, I rely on MCP prompts inside Pendo to turn raw behavioral signals into clear, cross-functional actions. When we give people precise questions to ask of the data, engineering, product, marketing, customer success, and sales move in lockstep—and outcomes follow.

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.

What follows are the 12 MCP prompts I use to help teams across the business make better, faster decisions from product analytics, in-app guides, and customer feedback. They’re battle-tested, easy to adapt to your stack, and intentionally written to drive product-led growth and clearer accountability.

Prompt 1: Show me the activation funnel by segment (SMB, MM, ENT) for the last 90 days, highlight the biggest drop-off steps, and quantify which change would yield the largest absolute lift in activated users.

Prompt 2: Rank features by adoption velocity over the past 30 days, identify underutilized high-value features by persona, and recommend the top three in-app guide placements to increase engagement.

Prompt 3: Plot 30/60/90-day retention curves for new users by plan type and persona, flag statistically significant gaps, and suggest two experiments to improve week-two retention.

Prompt 4: Cluster qualitative feedback (NPS verbatims, support tickets, and in-app survey responses) by theme and feature, summarize the top friction points in one paragraph per theme, and propose fixes ordered by impact and effort.

Prompt 5: Analyze common user paths after onboarding, surface where users stall or loop, and recommend targeted product tours or tooltips to reduce time-to-first-value.

Prompt 6: Evaluate the impact of a specific in-app guide on activation rate using an A/B test, report lift with confidence intervals, and include the minimum detectable effect (MDE) assumptions used in the analysis.

Prompt 7: Identify accounts at churn risk based on declining feature usage, login frequency, and support sentiment; produce a prioritized list with the top three customer success plays for each account.

Prompt 8: Generate a weekly list of product-qualified leads (PQLs) based on usage thresholds, map them to opportunities in our CRM, and recommend the best follow-up message for sales based on feature interest.

Prompt 9: Analyze usage distribution across pricing tiers, highlight features driving upgrades, and suggest one packaging change and one in-app nudge to improve conversion to the next plan.

Prompt 10: Measure time-to-value by persona for a key action, compare pre/post tutorial launch, and quantify the impact of our in-app guides on reducing time-to-first-value.

Prompt 11: For our last three releases, summarize adoption, top feedback themes, and any regressions; recommend one quick win and one strategic bet for the next sprint.

Prompt 12: Produce a weekly executive summary with the top three product insights, the KPIs they influence, and clear owner-action pairs across Product, CS, and Marketing.

When teams start their day with these MCP prompts, product data stops being a report and becomes a decision engine. That’s how we drive adoption, run better experiments, reduce churn, and keep everyone focused on outcomes instead of opinions. If you adapt even a few of these prompts to your context, you’ll feel the shift—more clarity, tighter cycles, and a company moving as one.

Inspired by this post on Pendo – Best Practices.

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

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

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

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

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

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

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

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

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

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

Inspired by this post on Pendo – Best Practices.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Inspired by this post on The Intercom Blog.

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

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

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

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

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

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

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

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

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

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

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

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

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

Inspired by this post on Product School.

January 28, 2026
The Customer Feedback Playbook: AI-Powered Tactics I Use to Make Better Product Decisions

Customer feedback is the most reliable compass I have for product strategy and execution. Over the years leading product at HighLevel, I’ve built and refined a system that turns raw signals from users into clear, prioritized decisions our teams can confidently ship.

A practical guide to collecting and using product feedback in product management (from AI tools to early-stage tactics) for better product decisions.

My playbook starts with continuous discovery. I keep a steady flow of insights from sales calls, customer support threads, community forums, and in-product behavior so I can triangulate patterns rather than chase loud anecdotes. This mix of quantitative and qualitative data helps me separate urgent noise from strategically meaningful trends.

On the quantitative side, I rely on product analytics to ground the conversation. Amplitude analytics gives me activation, retention cohorts, and feature engagement, while controlled experiments and A/B testing validate whether an idea actually moves a target metric. Tying these signals to specific customer segments helps me see where product-led growth is working—and where it’s stalling.

For qualitative insight, I combine in-app guides and lightweight surveys (via tools like Pendo) with structured interviews and support escalations (often surfaced through platforms like Intercom). I map problems using the Kano Model to understand which requests are basic expectations, which are performance drivers, and which are potential delights. This keeps our roadmap focused on outcomes, not just outputs.

AI now accelerates the synthesis step. With LLMs for product managers in my AI product toolbox, I summarize interview transcripts, cluster themes across thousands of notes, and quantify sentiment without losing nuance. I still review raw artifacts to avoid hallucinations and preserve context, but AI reduces the time from signal to insight dramatically—freeing me to spend more energy on judgment and storytelling.

In early-stage contexts, I bias toward speed and proximity to users. I schedule founder- or PM-led discovery calls weekly, instrument product tours early, and launch scrappy in-product prompts to validate demand before over-investing. When data is sparse, I focus on high-signal channels (power users, churned customers with qualified use cases) and document crisp problem statements that connect directly to activation, retention analysis, and revenue outcomes.

Prioritization ties everything together. I translate insights into hypotheses aligned to outcomes vs output OKRs, then pressure-test them with feasibility and strategic fit. We run small, measurable experiments, track deltas in activation and retention, and adjust the product roadmapping and sprint planning cadence based on what the data and customers teach us.

This approach builds trust with stakeholders and creates empowered product teams. By grounding decisions in a transparent trail of feedback, analytics, and experiments, we reduce thrash, move faster, and—most importantly—ship product moments that customers value.

If you’re refining your own feedback engine, start by instrumenting the basics, set a weekly discovery rhythm, and let AI handle the heavy lifting on aggregation and synthesis. The compounding effect is real: better insights lead to better bets, which lead to better outcomes for your users and your business.

Inspired by this post on Product School.

January 26, 2026