# Zentrik public documentation index

Version: 2026-07-28

This is the canonical machine-readable source map for Zentrik help content. Use the linked
article as the authority for steps, permissions, limitations, and troubleshooting. Do not
infer capabilities that are not described in a current linked source.

- Human help center: https://zentrik.ai/docs
- Documentation support: https://zentrik.ai/contact?intent=support&source=documentation
- Structured JSON index: https://zentrik.ai/docs-index.json

## Product guides

Learn how customer evidence becomes product understanding, validated ideas, and delivery-ready initiatives.

Category index: https://zentrik.ai/docs/product

### Get to your first evidence-backed decision

- Canonical URL: https://zentrik.ai/docs/product/getting-started
- Markdown article: https://zentrik.ai/docs/product/getting-started.md
- Summary: This path takes a new workspace from initial context to one reviewed customer learning and a clear next decision. It is for workspace owners, admins, and product teammates setting up Zentrik for the first time.
- Covers: Overview; Before you begin; 1. Ground the workspace; 2. Add the team; 3. Add one real source of evidence; 4. Review the first learning; 5. Shape the next decision; Where to go next; Expected result; Troubleshooting
- Last reviewed: 2026-07-28
- Related guides: From customer evidence to initiatives (https://zentrik.ai/docs/product/customer-evidence-to-initiatives); Workspace context (https://zentrik.ai/docs/product/workspace-context); Set up your product feature tree with an agent (https://zentrik.ai/docs/product/feature-tree-setup)

### From customer evidence to initiatives

- Canonical URL: https://zentrik.ai/docs/product/customer-evidence-to-initiatives
- Markdown article: https://zentrik.ai/docs/product/customer-evidence-to-initiatives.md
- Summary: This guide explains how work moves from evidence (calls, tickets, paste) to learnings you validate, problems or bets you size together, solution ideas you explore, and initiatives when you commit on the roadmap. Names match what you see in the product.
- Covers: Overview; How workspace context helps; Evidence; Learnings (insights); Problems and bets (opportunities); Solution ideas; Committed work (initiatives); Seeing it together; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Get to your first evidence-backed decision (https://zentrik.ai/docs/product/getting-started); Workspace context (https://zentrik.ai/docs/product/workspace-context); Set up your product feature tree with an agent (https://zentrik.ai/docs/product/feature-tree-setup)

### Workspace context

- Canonical URL: https://zentrik.ai/docs/product/workspace-context
- Markdown article: https://zentrik.ai/docs/product/workspace-context.md
- Summary: Zentrik stores two kinds of workspace knowledge: flat context (narrative and reference you add as text or docs) and named context (structured records such as product, OKRs, personas, KPIs, and features). Both ground classification, agents, and planning.
- Covers: Overview; Flat context; Named context; Documents and imports; Evidence and roadmap; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: From customer evidence to initiatives (https://zentrik.ai/docs/product/customer-evidence-to-initiatives); Set up your product feature tree with an agent (https://zentrik.ai/docs/product/feature-tree-setup); Get to your first evidence-backed decision (https://zentrik.ai/docs/product/getting-started)

### Set up your product feature tree with an agent

- Canonical URL: https://zentrik.ai/docs/product/feature-tree-setup
- Markdown article: https://zentrik.ai/docs/product/feature-tree-setup.md
- Summary: Give an approved agent access to your product and first-party documentation, then let it propose, create, and illustrate a feature tree without uploading your codebase to Zentrik.
- Covers: Overview; Prepare safe access; Build the feature tree; Copy-ready feature-tree prompt; Review and apply; Add feature images; Copy-ready screenshot prompt; Available upload methods; Verify the result; Troubleshooting
- Last reviewed: 2026-07-25
- Related guides: Workspace context (https://zentrik.ai/docs/product/workspace-context); From customer evidence to initiatives (https://zentrik.ai/docs/product/customer-evidence-to-initiatives); Get to your first evidence-backed decision (https://zentrik.ai/docs/product/getting-started)

### Bring customer evidence into Discovery

- Canonical URL: https://zentrik.ai/docs/product/evidence-to-insights
- Markdown article: https://zentrik.ai/docs/product/evidence-to-insights.md
- Summary: Choose the simplest way to bring evidence into Discovery: paste or upload it, connect a source, or send it with the API. Then review the import receipt and curate what Zentrik found.
- Covers: Overview; Choose a path; Try one record first; Paste or upload; Connect a source; Automate imports; Choose what to create; After import; What Zentrik does; Review the receipt; Continue the work; For workspace admins; Troubleshooting
- Last reviewed: 2026-07-20
- Related guides: Discovery: from insights to opportunities (https://zentrik.ai/docs/product/insights-to-opportunities); Taxonomy and themes (https://zentrik.ai/docs/product/taxonomy-and-themes); Use Studies to learn throughout an initiative (https://zentrik.ai/docs/product/idea-studies)

### Discovery: from insights to opportunities

- Canonical URL: https://zentrik.ai/docs/product/insights-to-opportunities
- Markdown article: https://zentrik.ai/docs/product/insights-to-opportunities.md
- Summary: An insight states what you learned from evidence. An opportunity groups related insights into problem or bet space: what you might address or fund before you pick one solution or open an initiative.
- Covers: Overview; When to create an opportunity; Shape opportunity space; Traceability narrative; Ideas and initiatives; Troubleshooting
- Last reviewed: 2026-04-07
- Related guides: Bring customer evidence into Discovery (https://zentrik.ai/docs/product/evidence-to-insights); Taxonomy and themes (https://zentrik.ai/docs/product/taxonomy-and-themes); Use Studies to learn throughout an initiative (https://zentrik.ai/docs/product/idea-studies)

### Taxonomy and themes

- Canonical URL: https://zentrik.ai/docs/product/taxonomy-and-themes
- Markdown article: https://zentrik.ai/docs/product/taxonomy-and-themes.md
- Summary: Taxonomy is the labeling system you define: dimensions such as product area, segment, or severity, with values your team agrees to use. Use it for filters and rollups leadership can trust. Themes are semantic groupings from the language in your evidence. They can nest (sub-themes) so you can browse how topics cluster without adding every phrase to the taxonomy.
- Covers: Overview; Taxonomy and themes; Building your taxonomy; AI classification; Preview and bulk refresh; Maps and rollups; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Discovery: from insights to opportunities (https://zentrik.ai/docs/product/insights-to-opportunities); Use Studies to learn throughout an initiative (https://zentrik.ai/docs/product/idea-studies); Bring customer evidence into Discovery (https://zentrik.ai/docs/product/evidence-to-insights)

### Use Studies to learn throughout an initiative

- Canonical URL: https://zentrik.ai/docs/product/idea-studies
- Markdown article: https://zentrik.ai/docs/product/idea-studies.md
- Summary: Studies let a product team frame one decision, show a screen, prototype, concept, or short walkthrough, and keep the resulting evidence connected as work moves from discovery through validation.
- Covers: Overview; When to use a study; Run an AI-moderated interview; Build a study; Connect linked work; Preview and publish; Share with users; Collect voice answers; Review results; Record product impact; Carry evidence forward; Troubleshooting
- Last reviewed: 2026-07-26
- Related guides: Taxonomy and themes (https://zentrik.ai/docs/product/taxonomy-and-themes); Discovery: from insights to opportunities (https://zentrik.ai/docs/product/insights-to-opportunities); Bring customer evidence into Discovery (https://zentrik.ai/docs/product/evidence-to-insights)

### Move from evidence-backed priorities to a usable roadmap

- Canonical URL: https://zentrik.ai/docs/product/planning-and-roadmaps
- Markdown article: https://zentrik.ai/docs/product/planning-and-roadmaps.md
- Summary: Use this workflow when the team has more credible work than capacity. It separates analysis, the saved priority plan, active discovery work, committed initiatives, delivery planning, and the roadmap so each surface answers one question.
- Covers: Overview; 1. Review Direction: now, next, and why; 2. Compare the candidates; 3. Commit the work as an initiative; 4. Turn the initiative into build-ready work; 5. Choose the roadmap view for the audience; 6. Review the plan as evidence changes; Expected result; Troubleshooting
- Last reviewed: 2026-07-28
- Related guides: Create delivery artifacts without losing the product decision (https://zentrik.ai/docs/product/documents-and-delivery); Use Studies to learn throughout an initiative (https://zentrik.ai/docs/product/idea-studies); Taxonomy and themes (https://zentrik.ai/docs/product/taxonomy-and-themes)

### Create delivery artifacts without losing the product decision

- Canonical URL: https://zentrik.ai/docs/product/documents-and-delivery
- Markdown article: https://zentrik.ai/docs/product/documents-and-delivery.md
- Summary: Turn an approved initiative into the brief, requirements, specification, user stories, tasks, and external handoff the next audience needs. Keep evidence, scope, constraints, and review decisions attached throughout.
- Covers: Overview; 1. Choose the source decision; 2. Set the artifact standards; 3. Create the artifact for its audience; 4. Review and approve the draft; 5. Create stories and tasks; 6. Hand off to delivery; 7. Handle later changes at the source; Expected result; Troubleshooting
- Last reviewed: 2026-07-28
- Related guides: Move from evidence-backed priorities to a usable roadmap (https://zentrik.ai/docs/product/planning-and-roadmaps); Use the Ideas Portal to turn customer demand into product evidence (https://zentrik.ai/docs/product/ideas-portal); Use Studies to learn throughout an initiative (https://zentrik.ai/docs/product/idea-studies)

### Use the Ideas Portal to turn customer demand into product evidence

- Canonical URL: https://zentrik.ai/docs/product/ideas-portal
- Markdown article: https://zentrik.ai/docs/product/ideas-portal.md
- Summary: The Ideas Portal is the customer-facing surface for selected roadmap ideas, voting, and request intake. Customers stay outside your workspace while their feedback comes back into Zentrik as account-linked demand.
- Covers: Overview; What the portal does; What customers see; Set up the portal; Control what appears; Capture new requests; Review demand in Zentrik; Authentication; When to use Portal versus Studies; Troubleshooting
- Last reviewed: 2026-07-02
- Related guides: Administer a Zentrik workspace safely (https://zentrik.ai/docs/product/workspace-administration); Create delivery artifacts without losing the product decision (https://zentrik.ai/docs/product/documents-and-delivery); Move from evidence-backed priorities to a usable roadmap (https://zentrik.ai/docs/product/planning-and-roadmaps)

### Administer a Zentrik workspace safely

- Canonical URL: https://zentrik.ai/docs/product/workspace-administration
- Markdown article: https://zentrik.ai/docs/product/workspace-administration.md
- Summary: This guide is for workspace Owners and Admins. Use it to assign least-privilege roles, manage invitations, understand Settings visibility, protect integration and API credentials, review billing access, and offboard teammates.
- Covers: Overview; 1. Choose the least-privilege role; 2. Manage members and invitations; 3. Use the Settings map; 4. Protect integrations and API keys; 5. Review billing and workspace boundaries; 6. Offboard safely; Quarterly review checklist; Support and trust; Troubleshooting
- Last reviewed: 2026-07-28
- Related guides: Use the Ideas Portal to turn customer demand into product evidence (https://zentrik.ai/docs/product/ideas-portal); Create delivery artifacts without losing the product decision (https://zentrik.ai/docs/product/documents-and-delivery); Move from evidence-backed priorities to a usable roadmap (https://zentrik.ai/docs/product/planning-and-roadmaps)

## Developer docs

API, import, and authentication guides for engineers and agents wiring Zentrik into another system.

Category index: https://zentrik.ai/docs/developers

### Signals API quickstart

- Canonical URL: https://zentrik.ai/docs/developers/signals-api-quickstart
- Markdown article: https://zentrik.ai/docs/developers/signals-api-quickstart.md
- Summary: Send one transcript, ticket, review, or report to Zentrik, wait for processing, and confirm the resulting Signal in Discovery.
- Covers: Overview; Before you start; Hello World; Choose a signal type; After you create a signal; Next steps; Troubleshooting
- Last reviewed: 2026-07-20
- Related guides: Signals import template (https://zentrik.ai/docs/developers/signals-import-template); Set up Ideas Portal JWT SSO (https://zentrik.ai/docs/developers/ideas-portal-jwt-sso)

### Signals import template

- Canonical URL: https://zentrik.ai/docs/developers/signals-import-template
- Markdown article: https://zentrik.ai/docs/developers/signals-import-template.md
- Summary: Adapt this template when a source needs batch imports, retries, polling, or source-specific mapping.
- Covers: Overview; When to use this; How the template works; Input shape; Production template; Example input; Adapting it to your source; Next steps; Troubleshooting
- Last reviewed: 2026-07-20
- Related guides: Signals API quickstart (https://zentrik.ai/docs/developers/signals-api-quickstart); Set up Ideas Portal JWT SSO (https://zentrik.ai/docs/developers/ideas-portal-jwt-sso)

### Set up Ideas Portal JWT SSO

- Canonical URL: https://zentrik.ai/docs/developers/ideas-portal-jwt-sso
- Markdown article: https://zentrik.ai/docs/developers/ideas-portal-jwt-sso.md
- Summary: Use this guide to let users who are already signed in to your product open your Zentrik Ideas Portal without creating a separate password. Your app receives a login request from the portal, signs a short-lived JWT, and sends the user back to Zentrik.
- Covers: Overview; Before you start; Login flow; 1. Portal redirects to your app; 2. Your app creates a JWT; 3. Redirect back to Zentrik; 4. Zentrik creates the session; Implementation; JWT claims; Example endpoint; Account matching; Logout; Security checklist; Testing; Troubleshooting
- Last reviewed: 2026-07-02
- Related guides: Signals import template (https://zentrik.ai/docs/developers/signals-import-template); Signals API quickstart (https://zentrik.ai/docs/developers/signals-api-quickstart)

## Integrations

Connect the tools where customer conversations, context, delivery work, and AI build workflows already happen.

Category index: https://zentrik.ai/docs/integrations

### Connect Zentrik MCP

- Canonical URL: https://zentrik.ai/docs/integrations/mcp
- Markdown article: https://zentrik.ai/docs/integrations/mcp.md
- Summary: Connect your MCP-capable tool to the same product context your team already keeps in Zentrik.
- Covers: Overview; Choose your client; Once connected; Troubleshooting
- Last reviewed: 2026-07-06
- Related guides: Set up Zentrik in ChatGPT (https://zentrik.ai/docs/integrations/mcp-chatgpt); Start with Zentrik MCP (https://zentrik.ai/docs/integrations/mcp-workflows); Use Zentrik MCP well (https://zentrik.ai/docs/integrations/mcp-best-practices)

### Set up Zentrik in ChatGPT

- Canonical URL: https://zentrik.ai/docs/integrations/mcp-chatgpt
- Markdown article: https://zentrik.ai/docs/integrations/mcp-chatgpt.md
- Summary: Install the Zentrik plugin, connect one authorized workspace, and bring customer evidence into the conversation where your team is making the product decision.
- Covers: Overview; Install and connect; Before you start; Install the plugin; Authorize a workspace; Start a conversation; Starter prompts; Prompt tips; What Zentrik can do; Access and boundaries; Troubleshooting
- Last reviewed: 2026-07-18
- Related guides: Connect Zentrik MCP (https://zentrik.ai/docs/integrations/mcp); Start with Zentrik MCP (https://zentrik.ai/docs/integrations/mcp-workflows); Use Zentrik MCP well (https://zentrik.ai/docs/integrations/mcp-best-practices)

### Connect Zentrik MCP in Codex

- Canonical URL: https://zentrik.ai/docs/integrations/mcp-codex
- Markdown article: https://zentrik.ai/docs/integrations/mcp-codex.md
- Summary: Follow these screens to connect Zentrik MCP in Codex.
- Covers: Overview; Steps; 1. Open MCP Servers; 2. Add the server; 3. Authenticate; 4. Approve in Zentrik; You are connected; Troubleshooting
- Last reviewed: 2026-04-12
- Related guides: Set up Zentrik in ChatGPT (https://zentrik.ai/docs/integrations/mcp-chatgpt); Connect Zentrik MCP (https://zentrik.ai/docs/integrations/mcp); Start with Zentrik MCP (https://zentrik.ai/docs/integrations/mcp-workflows)

### Connect Zentrik MCP in Cursor

- Canonical URL: https://zentrik.ai/docs/integrations/mcp-cursor
- Markdown article: https://zentrik.ai/docs/integrations/mcp-cursor.md
- Summary: Follow these screens to connect Zentrik MCP in Cursor.
- Covers: Overview; Steps; 1. Open MCP settings; 2. Add Zentrik to mcp.json; 3. Authenticate; 4. Approve in Zentrik; You are connected; Troubleshooting
- Last reviewed: 2026-04-12
- Related guides: Set up Zentrik in ChatGPT (https://zentrik.ai/docs/integrations/mcp-chatgpt); Start with Zentrik MCP (https://zentrik.ai/docs/integrations/mcp-workflows); Connect Zentrik MCP (https://zentrik.ai/docs/integrations/mcp)

### Connect Zentrik MCP in Claude

- Canonical URL: https://zentrik.ai/docs/integrations/mcp-claude
- Markdown article: https://zentrik.ai/docs/integrations/mcp-claude.md
- Summary: Follow these screens to connect Zentrik MCP in Claude.
- Covers: Overview; Steps; 1. Open Connectors; 2. Add the connector; 3. Authenticate; 4. Approve in Zentrik; Use Zentrik in Claude; Claude Code shortcuts; Zentrik plugin; Troubleshooting
- Last reviewed: 2026-07-13
- Related guides: Start with Zentrik MCP (https://zentrik.ai/docs/integrations/mcp-workflows); Use Zentrik MCP well (https://zentrik.ai/docs/integrations/mcp-best-practices); Set up Zentrik in ChatGPT (https://zentrik.ai/docs/integrations/mcp-chatgpt)

### Start with Zentrik MCP

- Canonical URL: https://zentrik.ai/docs/integrations/mcp-workflows
- Markdown article: https://zentrik.ai/docs/integrations/mcp-workflows.md
- Summary: Use the short starter prompts for everyday work, or follow the deeper bootstrap sequence when you are creating a new product workspace from first-party material.
- Covers: Overview; Build a product workspace; 1. Set product boundaries; 2. Build the product surface; 3. Curate context units; 4. Define objectives; 5. Import first-party evidence; 6. Build the evidence chain; 7. Promote an approved idea; 8. Validate the workspace; Three workflows to start; 1. Review product context; 2. Load product evidence; 3. Turn evidence into backlog ideas; More workflows; Understand customer themes; Trace evidence behind a decision; Compare priorities; Prepare initiative context; What to do next; Troubleshooting
- Last reviewed: 2026-07-25
- Related guides: Use Zentrik MCP well (https://zentrik.ai/docs/integrations/mcp-best-practices); Set up Zentrik in ChatGPT (https://zentrik.ai/docs/integrations/mcp-chatgpt); Connect Zentrik MCP (https://zentrik.ai/docs/integrations/mcp)

### Use Zentrik MCP well

- Canonical URL: https://zentrik.ai/docs/integrations/mcp-best-practices
- Markdown article: https://zentrik.ai/docs/integrations/mcp-best-practices.md
- Summary: Good MCP prompts sound like product questions, not tool instructions. Better answers usually come from tighter scope, explicit evidence, and clear missing-data callouts.
- Covers: Overview; Use the right Zentrik surface; Product model; Context and documents; Workspace surfaces; Signals and Discovery; Ideas and initiatives; Prompt patterns; Start with the product question; Constrain the scope; Ask for evidence; Separate ingestion from synthesis; Ask for a usable output shape; Current limits; Search limits; Processing lag; Data quality still matters; Troubleshooting
- Last reviewed: 2026-07-13
- Related guides: Start with Zentrik MCP (https://zentrik.ai/docs/integrations/mcp-workflows); Set up Zentrik in ChatGPT (https://zentrik.ai/docs/integrations/mcp-chatgpt); Connect Zentrik MCP (https://zentrik.ai/docs/integrations/mcp)

### Zentrik + Zoom

- Canonical URL: https://zentrik.ai/docs/integrations/zoom
- Markdown article: https://zentrik.ai/docs/integrations/zoom.md
- Summary: Turn customer and stakeholder calls into traceable Discovery signal. Connect Zoom, pick a meeting that already has a cloud transcript, and work from the text in Zentrik—linked to insights, opportunities, and what you ship next.
- Covers: Overview; Connect Zoom; Before you start; Connect Zoom; Import transcripts; Reconnect; Run an import; Disconnect & data; Disconnect in Zentrik; Remove in Zoom; What stays in Zentrik; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Microsoft Teams (https://zentrik.ai/docs/integrations/microsoft_teams); Zentrik + Fathom (https://zentrik.ai/docs/integrations/fathom); Zentrik + Fireflies (https://zentrik.ai/docs/integrations/fireflies)

### Zentrik + Microsoft Teams

- Canonical URL: https://zentrik.ai/docs/integrations/microsoft_teams
- Markdown article: https://zentrik.ai/docs/integrations/microsoft_teams.md
- Summary: Bring scheduled Teams meeting transcripts into Discovery so product teams can review what customers actually said, turn the conversation into signals and insights, and keep roadmap decisions traceable to the original meeting evidence.
- Covers: Overview; Connect Microsoft Teams; Before you start; Authorize Microsoft; Admin consent; Import transcripts; Find transcript-ready meetings; Preview and import; Reconnect; Security and data model; What Zentrik reads; Supported meeting sources; Disconnect and data retention; Troubleshooting
- Last reviewed: 2026-07-07
- Related guides: Zentrik + Zoom (https://zentrik.ai/docs/integrations/zoom); Zentrik + Fathom (https://zentrik.ai/docs/integrations/fathom); Zentrik + Fireflies (https://zentrik.ai/docs/integrations/fireflies)

### Zentrik + Google Drive

- Canonical URL: https://zentrik.ai/docs/integrations/google_docs
- Markdown article: https://zentrik.ai/docs/integrations/google_docs.md
- Summary: Keep writing in Google Docs and deciding in Zentrik. Choose specific Docs for shared workspace context, link initiative documents to picked or app-created files, and refresh when both sides change without copy-pasting between tabs.
- Covers: Overview; Connect Google Drive; Before you start; Authorize in Zentrik; How to use it; Workspace context; Initiative documents; For workspace admins; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Notion (https://zentrik.ai/docs/integrations/notion); Zentrik + Confluence (https://zentrik.ai/docs/integrations/confluence); Zentrik + Airtable (https://zentrik.ai/docs/integrations/airtable)

### Zentrik + Notion

- Canonical URL: https://zentrik.ai/docs/integrations/notion
- Markdown article: https://zentrik.ai/docs/integrations/notion.md
- Summary: Keep the intent canvas in Notion and run the living product workflow in Zentrik. Choose a page, review exactly what will change, and bring its intent into an initiative alongside relevant customer evidence.
- Covers: Overview; Connect Notion; How it works; Start an initiative; Review updates; Data boundaries; Troubleshooting
- Last reviewed: 2026-07-10
- Related guides: Zentrik + Google Drive (https://zentrik.ai/docs/integrations/google_docs); Zentrik + Confluence (https://zentrik.ai/docs/integrations/confluence); Zentrik + Airtable (https://zentrik.ai/docs/integrations/airtable)

### Zentrik + Confluence

- Canonical URL: https://zentrik.ai/docs/integrations/confluence
- Markdown article: https://zentrik.ai/docs/integrations/confluence.md
- Summary: Ground planning and Discovery in the Confluence spaces your team already trusts. Search pages you can already open, import the ones you need into workspace context, and keep product work tied to the same specs and runbooks—read-only from Zentrik’s side.
- Covers: Overview; Connect Confluence; Authorize Confluence; Wrong site or blocked app; How to use it; Import pages; For workspace admins; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Notion (https://zentrik.ai/docs/integrations/notion); Zentrik + Google Drive (https://zentrik.ai/docs/integrations/google_docs); Zentrik + Airtable (https://zentrik.ai/docs/integrations/airtable)

### Zentrik + Airtable

- Canonical URL: https://zentrik.ai/docs/integrations/airtable
- Markdown article: https://zentrik.ai/docs/integrations/airtable.md
- Summary: Turn structured requirements, feedback, roadmaps, and trackers into mapped Discovery evidence or ideas.
- Covers: Overview; Connect Airtable; Import a table; Data and access; Troubleshooting
- Last reviewed: 2026-07-09
- Related guides: Zentrik + Confluence (https://zentrik.ai/docs/integrations/confluence); Zentrik + Notion (https://zentrik.ai/docs/integrations/notion); Zentrik + Google Drive (https://zentrik.ai/docs/integrations/google_docs)

### Zentrik + Jira

- Canonical URL: https://zentrik.ai/docs/integrations/jira
- Markdown article: https://zentrik.ai/docs/integrations/jira.md
- Summary: Keep Jira as the place engineering executes while Zentrik holds discovery, prioritization, and structured planning. Pull issues and Jira Product Discovery ideas in for context, then push stories and tasks out when the team commits to delivery.
- Covers: Overview; Connect Jira; Authorize Jira; One connection per workspace; How to use it; Backlog and planning context; Export stories and tasks; Jira Product Discovery; For workspace admins; Troubleshooting
- Last reviewed: 2026-06-08
- Related guides: Zentrik + Slack (https://zentrik.ai/docs/integrations/slack); Zentrik + GitHub (https://zentrik.ai/docs/integrations/github); Zentrik + Linear (https://zentrik.ai/docs/integrations/linear)

### Zentrik + GitHub

- Canonical URL: https://zentrik.ai/docs/integrations/github
- Markdown article: https://zentrik.ai/docs/integrations/github.md
- Summary: Bring delivery into product context. Install the Zentrik GitHub App, then reference an idea in a pull request to link the work that delivers it, so your roadmap shows what is in flight and what has shipped, next to the decision that started it.
- Covers: Overview; Connect GitHub; Install GitHub App; Select repositories; Link work to ideas; Reference an idea in a pull request; Close it or relate it; Reference from a branch; Link by hand; See delivery in Zentrik; Where delivery shows; Merged vs shipped; Get the most out of it; For workspace admins; Troubleshooting
- Last reviewed: 2026-07-07
- Related guides: Zentrik + Jira (https://zentrik.ai/docs/integrations/jira); Zentrik + Slack (https://zentrik.ai/docs/integrations/slack); Zentrik + Linear (https://zentrik.ai/docs/integrations/linear)

### Zentrik + Slack

- Canonical URL: https://zentrik.ai/docs/integrations/slack
- Markdown article: https://zentrik.ai/docs/integrations/slack.md
- Summary: Keep product work moving from the conversation: connect evidence, preserve useful threads, and prepare the next move for review.
- Covers: Overview; Before you connect; Connect Slack; Share with your team; What to try first; Use @Zentrik; Beta limits; Best practices; Access and control; Troubleshooting
- Last reviewed: 2026-07-22
- Related guides: Zentrik + Jira (https://zentrik.ai/docs/integrations/jira); Zentrik + GitHub (https://zentrik.ai/docs/integrations/github); Zentrik + Linear (https://zentrik.ai/docs/integrations/linear)

### Zentrik + Linear

- Canonical URL: https://zentrik.ai/docs/integrations/linear
- Markdown article: https://zentrik.ai/docs/integrations/linear.md
- Summary: When delivery questions, bug reports, and product requests already live in Linear, bring the right issues into Discovery so your team can cluster them with calls, tickets, and notes instead of analyzing each source in isolation.
- Covers: Overview; Connect Linear; API key; How to use it; Import issues; For workspace admins; Troubleshooting
- Last reviewed: 2026-04-08
- Related guides: Zentrik + Slack (https://zentrik.ai/docs/integrations/slack); Zentrik + GitHub (https://zentrik.ai/docs/integrations/github); Zentrik + Jira (https://zentrik.ai/docs/integrations/jira)

### Zentrik + Fathom

- Canonical URL: https://zentrik.ai/docs/integrations/fathom
- Markdown article: https://zentrik.ai/docs/integrations/fathom.md
- Summary: Bring Fathom meeting transcripts into Discovery so teams can work from what customers actually said, with transcript-backed evidence tied to the insights and bets that follow.
- Covers: Overview; Connect Fathom; API key; How to use it; Import meetings; For workspace admins; Troubleshooting
- Last reviewed: 2026-04-19
- Related guides: Zentrik + Fireflies (https://zentrik.ai/docs/integrations/fireflies); Zentrik + Granola (https://zentrik.ai/docs/integrations/granola); Zentrik + Gong (https://zentrik.ai/docs/integrations/gong)

### Zentrik + Fireflies

- Canonical URL: https://zentrik.ai/docs/integrations/fireflies
- Markdown article: https://zentrik.ai/docs/integrations/fireflies.md
- Summary: Review Fireflies transcripts and bring the relevant conversations into Discovery as traceable evidence.
- Covers: Overview; Before you connect; Connect Fireflies; API key; How to use it; Import transcripts; For workspace admins; Troubleshooting
- Last reviewed: 2026-07-18
- Related guides: Zentrik + Fathom (https://zentrik.ai/docs/integrations/fathom); Zentrik + Granola (https://zentrik.ai/docs/integrations/granola); Zentrik + Gong (https://zentrik.ai/docs/integrations/gong)

### Zentrik + Granola

- Canonical URL: https://zentrik.ai/docs/integrations/granola
- Markdown article: https://zentrik.ai/docs/integrations/granola.md
- Summary: Review Granola notes and transcripts, then bring the relevant meetings into Discovery as traceable evidence.
- Covers: Overview; Before you connect; Connect Granola; Workspace API key; Personal access; How to use it; Import notes; For workspace admins; Troubleshooting
- Last reviewed: 2026-07-18
- Related guides: Zentrik + Fireflies (https://zentrik.ai/docs/integrations/fireflies); Zentrik + Gong (https://zentrik.ai/docs/integrations/gong); Zentrik + Fathom (https://zentrik.ai/docs/integrations/fathom)

### Zentrik + Gong

- Canonical URL: https://zentrik.ai/docs/integrations/gong
- Markdown article: https://zentrik.ai/docs/integrations/gong.md
- Summary: Bring Gong call transcripts into Discovery as source-backed evidence for product decisions.
- Covers: Overview; Connect Gong; Access key & secret; How to use it; Import calls; Troubleshooting
- Last reviewed: 2026-07-18
- Related guides: Zentrik + Granola (https://zentrik.ai/docs/integrations/granola); Zentrik + Fireflies (https://zentrik.ai/docs/integrations/fireflies); Zentrik + Fathom (https://zentrik.ai/docs/integrations/fathom)

### Zentrik + Zendesk

- Canonical URL: https://zentrik.ai/docs/integrations/zendesk
- Markdown article: https://zentrik.ai/docs/integrations/zendesk.md
- Summary: Let support tickets inform prioritization, not stay siloed in Zendesk. Connect once per workspace, choose which groups and fields matter, map demand to products, and import tickets into Discovery next to calls and docs.
- Covers: Overview; Connect Zendesk; Required fields; Validate the connection; Tune imports; Groups and product mapping; Ticket fields; How to use it; Import tickets; For workspace admins; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Pendo (https://zentrik.ai/docs/integrations/pendo); Zentrik + Aha! (https://zentrik.ai/docs/integrations/aha); Zentrik + Salesforce (https://zentrik.ai/docs/integrations/salesforce)

### Zentrik + Salesforce

- Canonical URL: https://zentrik.ai/docs/integrations/salesforce
- Markdown article: https://zentrik.ai/docs/integrations/salesforce.md
- Summary: Bring Salesforce Cases, Opportunities, and Accounts into Discovery while keeping account identity grounded in CRM. Install the Zentrik Salesforce package once, connect the workspace in Zentrik, then import records, review matches, and re-import mapped fields when customer records change.
- Covers: Overview; Connect Salesforce; Before you start; Install the Salesforce package; Connect in Zentrik; How to use it; Import Discovery records; Map account fields; Review account matches; For workspace admins; Troubleshooting
- Last reviewed: 2026-07-05
- Related guides: Zentrik + Zendesk (https://zentrik.ai/docs/integrations/zendesk); Zentrik + Pendo (https://zentrik.ai/docs/integrations/pendo); Zentrik + Aha! (https://zentrik.ai/docs/integrations/aha)

### Zentrik + Pendo

- Canonical URL: https://zentrik.ai/docs/integrations/pendo
- Markdown article: https://zentrik.ai/docs/integrations/pendo.md
- Summary: Bring product sentiment and account context into Discovery without turning every Pendo event into noise.
- Covers: Overview; Connect Pendo; Import and match; Periodic imports; Data and access; Troubleshooting
- Last reviewed: 2026-07-09
- Related guides: Zentrik + Aha! (https://zentrik.ai/docs/integrations/aha); Zentrik + Zendesk (https://zentrik.ai/docs/integrations/zendesk); Zentrik + Salesforce (https://zentrik.ai/docs/integrations/salesforce)

### Zentrik + Aha!

- Canonical URL: https://zentrik.ai/docs/integrations/aha
- Markdown article: https://zentrik.ai/docs/integrations/aha.md
- Summary: When ideas and demand already live in Aha!, pull them into Zentrik Discovery so you prioritize and synthesize next to calls, tickets, and docs—without maintaining two parallel backlogs by hand.
- Covers: Overview; Connect Aha!; Subdomain & API key; How to use it; Import ideas; For workspace admins; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Pendo (https://zentrik.ai/docs/integrations/pendo); Zentrik + Zendesk (https://zentrik.ai/docs/integrations/zendesk); Zentrik + Salesforce (https://zentrik.ai/docs/integrations/salesforce)

### Zentrik + email

- Canonical URL: https://zentrik.ai/docs/integrations/email
- Markdown article: https://zentrik.ai/docs/integrations/email.md
- Summary: Give the workspace one managed address for turning relevant customer email into traceable Discovery evidence.
- Covers: Overview; Forward evidence; Admin-managed setup; Data and retention; Troubleshooting
- Last reviewed: 2026-07-09
- Related guides: Zentrik + Airtable (https://zentrik.ai/docs/integrations/airtable); Zentrik + Confluence (https://zentrik.ai/docs/integrations/confluence); Zentrik + Notion (https://zentrik.ai/docs/integrations/notion)

### Zentrik + Cursor

- Canonical URL: https://zentrik.ai/docs/integrations/cursor
- Markdown article: https://zentrik.ai/docs/integrations/cursor.md
- Summary: Send reviewed tasks, stories, and agent plans from Zentrik to Cursor with their product context attached.
- Covers: Overview; Configure Cursor; Save the API key; Rotate or remove; Where it shows up; Tasks and stories; Agents & automation; For workspace admins; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Vercel's v0 (https://zentrik.ai/docs/integrations/v0); Zentrik + Lovable (https://zentrik.ai/docs/integrations/lovable); Zentrik + Bolt (https://zentrik.ai/docs/integrations/bolt)

### Zentrik + Vercel's v0

- Canonical URL: https://zentrik.ai/docs/integrations/v0
- Markdown article: https://zentrik.ai/docs/integrations/v0.md
- Summary: Keep prototype work tied to the initiative record. Save a Vercel v0 token once per workspace, then launch v0 from Generate prototype whenever you want a repeatable session seeded with goals, constraints, and requirements.
- Covers: Overview; Configure Vercel's v0; Create and save a token; v0 vs prompt handoffs; How to run it; From an initiative; For workspace admins; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Cursor (https://zentrik.ai/docs/integrations/cursor); Zentrik + Lovable (https://zentrik.ai/docs/integrations/lovable); Zentrik + Bolt (https://zentrik.ai/docs/integrations/bolt)

### Zentrik + Lovable

- Canonical URL: https://zentrik.ai/docs/integrations/lovable
- Markdown article: https://zentrik.ai/docs/integrations/lovable.md
- Summary: Create a Lovable-ready prompt from an initiative, review it in Zentrik, and save the resulting prototype link with the source decision.
- Covers: Overview; How to run it; Security & admin; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Bolt (https://zentrik.ai/docs/integrations/bolt); Zentrik + Magic Patterns (https://zentrik.ai/docs/integrations/magic_patterns); Zentrik + Alloy (https://zentrik.ai/docs/integrations/alloy)

### Zentrik + Bolt

- Canonical URL: https://zentrik.ai/docs/integrations/bolt
- Markdown article: https://zentrik.ai/docs/integrations/bolt.md
- Summary: Create a Bolt-ready prompt from an initiative, review it in Zentrik, and save the resulting build link with the source decision.
- Covers: Overview; How to run it; Security & admin; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Lovable (https://zentrik.ai/docs/integrations/lovable); Zentrik + Magic Patterns (https://zentrik.ai/docs/integrations/magic_patterns); Zentrik + Alloy (https://zentrik.ai/docs/integrations/alloy)

### Zentrik + Magic Patterns

- Canonical URL: https://zentrik.ai/docs/integrations/magic_patterns
- Markdown article: https://zentrik.ai/docs/integrations/magic_patterns.md
- Summary: Create a Magic Patterns prompt from initiative context, explore interface directions, and save the resulting links with the source decision.
- Covers: Overview; How to run it; Security & admin; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Bolt (https://zentrik.ai/docs/integrations/bolt); Zentrik + Alloy (https://zentrik.ai/docs/integrations/alloy); Zentrik + Lovable (https://zentrik.ai/docs/integrations/lovable)

### Zentrik + Alloy

- Canonical URL: https://zentrik.ai/docs/integrations/alloy
- Markdown article: https://zentrik.ai/docs/integrations/alloy.md
- Summary: Prototype from a real screen, not a blank prompt. Zentrik supplies the structured “what should change” story from your initiative; Alloy’s extension captures the page you want to evolve.
- Covers: Overview; How to run it; Why the extension matters; Security & admin; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Magic Patterns (https://zentrik.ai/docs/integrations/magic_patterns); Zentrik + Kiro (https://zentrik.ai/docs/integrations/kiro); Zentrik + Bolt (https://zentrik.ai/docs/integrations/bolt)

### Zentrik + Kiro

- Canonical URL: https://zentrik.ai/docs/integrations/kiro
- Markdown article: https://zentrik.ai/docs/integrations/kiro.md
- Summary: Generate Kiro Requirements from reviewed initiative context, then share the document through your delivery workflow.
- Covers: Overview; How to run it; Prototypes vs requirements; Security & admin; Troubleshooting
- Last reviewed: 2026-03-28
- Related guides: Zentrik + Alloy (https://zentrik.ai/docs/integrations/alloy); Zentrik + Magic Patterns (https://zentrik.ai/docs/integrations/magic_patterns); Zentrik + Bolt (https://zentrik.ai/docs/integrations/bolt)
