AI for B2B product teams

Build what your customers want to pay for.

Use calls, tickets, and research to decide what to build and how it should work.

Find unmet needs
Rank your backlog
Test ideas
Brief every builder

Keep learning from customers as you build.

Start with from calls, tickets, and research. See which share a . Compare with the , then run . Your team agrees the and builds it into the . Use the after release to improve again.

Fictional example · Online booking software for clinics.

Signal

A source, kept whole: a call, a ticket, a review, a transcript.

Support ticket

ZD-51027

“New patients keep booking 15-minute slots, but a first visit takes 30. We call each of them back to rebook. Can that change?”

Front desk · Northmere Family Medicine

240 signals this week. One is this ticket.

40 more clinics have asked for the same thing

Different words, one need

Insight

A pattern across evidence, with the accounts behind it and why it matters.

Online booking ignores each clinic’s own rules

A first visit needs longer, a scan needs a referral, a sick child can’t take a check-up slot. Online booking offers every patient the same slots.

“Sick visits keep landing in well-child slots.”

“Every location has its own rules. Can yours handle that?”

Three ways to fix it

Ideas

A possible solution, weighted by the evidence behind it.

3 ways to solve it

clinics behind each
ALet each clinic set its own booking rules41
BMake every first visit 30 minutesPediatrics and physio need shorter visits12
CTurn off online booking for new patients3

Behind the choice, the customers’ own words

Evidence

A customer’s words, verbatim, tied to the signal they came from.

96 items behind idea A

“New patients keep booking 15-minute slots”

ZD-51027 · Northmere Family Medicine
first ticket

58 tickets, 21 calls and 17 survey answers, each linked to its sentence in the source.

Tried with six front desks before anyone builds it

Study

A test of an idea with customers. A prototype is one kind.

Prototype of idea A, with 6 front desks

3 days
Booking rulesNorthmereNew patient30 minFollow-up15 minMRI scanReferral firstRequest a call backnew, from the study

“Would this slow your front desk down?”

  • NorthmereNo
  • OakhavenNo
  • TidewellNo
  • ClearlineNo
  • LindenNo
  • FernhillNo

None found it slower. 4 asked for a call-back when a rule blocks a patient, so it was added.

Committed, with the why attached

Shipped, and the docs changed with it

Product

The feature an initiative ships into, with its documentation kept current.

Online booking › Booking rules

Shipped in 4.8.0

Product docs · Booking rules

Patients see the same appointment slots at every clinic.

Each clinic sets its own rules by visit type: length, new or returning patient, referral needed.

Updated with itHelp articleRelease noteAgent brief

Updated from the two shipped stories. The call-back requirement is still in review.

Then the clinics say what changed

2 weeks after release

What shippedGitHub integration
  • PR 2318 merged into 4.8.0
  • PEL-813 and PEL-814 closed by the merge
  • PEL-815 still in review
How it is usedPostHog integration

4%of new-patient bookings fixed by phone

Daily since release, down from 23%

What came back14 new signals
  • Thanks: 9, 64%
  • Questions: 3, 21%
  • Issues: 2, 14%

9 thanks3 questions2 issues

“No more rebooking calls. Thank you!”

“Per-location rules sealed it.”

Kestrel Orthopedics
$96k deal won
Each of them arrives as a new signal, and the loop starts again.
Works with the stack you already have

Keep the customer reason with the work.

Bring calls, tickets, and docs into Zentrik. Carry reviewed decisions and requirements into the tools your team uses.

Zentrik
One context layer for every handoff

Understand customer needs.

Bring calls, tickets, and research together. Keep the source behind each finding.

  • Repeated needs cluster without losing quotes.
  • Accounts and revenue stay next to the pattern.
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Product shouldn't be about tickets.

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Zentrik eliminates the grind of backlog prep—reducing 90% of the time spent on stories, acceptance criteria, and prioritization.

David Copeland

Director of Product, Livingston International

It made me say 'it was about time!' PMs haven't been getting the fancy tools like Copilot, which programmers have been enjoying for years.

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Product Manager, Witful Vision

Zentrik could completely change product management, reducing planning time from weeks to minutes.

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Strategic Product Management Leader

If a product isn't immediately useful, I won't come back. Zentrik gets this—it delivers fast, practical value without complexity.

Brandon Hunt

Product Manager AI/ML, LuxeTech

No boring loading screens. It actively explains its process, making it feel like a truly interactive planning assistant.

Malvika Pandey

Senior Product Consultant

When I used Zentrik, it really felt like the 'right way' to make use of AI.

Akhil Yash Tiwari

Senior Product Manager, Magicbricks

Build with your customers. Bring your team.

Start with one backlog, idea, or brief. Share the customer findings and agreed next steps with your team.

Questions before you start

What your team can try, review, and build on.

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