# Zentrik Release Notes
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Shipped product changes across discovery, research, planning, collaboration, connected tools, and delivery.
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# Keep Initiative decisions tied to customer evidence.

v1.11.0 · Released 2026-08-30

See the latest reviewed Study learning, linked customer evidence, open decision, and delivery movement in one Initiative overview.

## What changed

- Use reviewed Study Findings as the current customer read
- See new evidence and open the supporting records
- Answer open product questions with delivery movement in view

## Decide from the same page

The Overview separates the current read from what changed, then keeps Discovery, Validation, and Delivery side by side. Answer the decision or open the lane that needs attention.

- [Follow evidence into an Initiative](/docs/product/customer-evidence-to-initiatives)

## Inspect the source before changing direction

Open the linked Signals, Evidence, Insights, Ideas, or Study Findings behind the read. Cross-Study learning uses reviewed Findings and keeps the supporting citations available.

- [Use Studies throughout an Initiative](/docs/product/idea-studies)

## Bring the right people into the team

People settings now keeps team membership, invitations, workspace access, and other team assignments together, so administrators can understand the access change before they make it.

- [Organize work with teams](/docs/product/teams)

## Move from an import to recurring Insights

When a conversation import finds repeating patterns, its completion receipt shows the Insights ready to review and opens the result directly.

- [Turn evidence into Insights](/docs/product/evidence-to-insights)

## More in this release

### Initiatives and Studies

Customer learning stays closer to the product decision.

- Brought reviewed Study Findings into the Initiative's current customer read
- Called out new evidence while keeping the last confirmed read visible
- Opened linked Signals, Evidence, Insights, Ideas, and Findings from the Initiative
- Kept exact Study citations available when reviewing cross-Study learning
- Made Initiative filters and saved portfolio views more predictable

### Teams, imports, and connected work

Supporting workflows lead more clearly to the next useful action.

- Unified team membership, invitations, and workspace access in People settings
- Showed recurring Insights in completed conversation-import receipts
- Made linked source filters and source actions match the records they show
- Improved recovery when Study linked-work search or pending Signal processing fails
- Kept Initiative and Priority reads available to signed-in MCP clients

Canonical page: https://zentrik.ai/releases/v1-11-0

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# See delivery progress from Home.

v1.10.3 · Released 2026-08-28

Home now distinguishes work that is still moving, already merged, or live in production. Open Delivery for the repositories and releases behind each status.

## What changed

- Keep the most relevant timeframe and status visible on Home
- Jump from Home to setup or the full delivery breakdown

## Know what shipped before opening Delivery

Home separates linked work by delivery status. Work appears as shipped only after Zentrik confirms a production release; a merge remains merged.

- [Set up GitHub delivery](/docs/integrations/github)

## Connect delivery to the product decision

Home keeps the delivery summary concise. Open Delivery for the full breakdown, and link the work to an initiative when the team needs the product reason beside the release.

- [Prepare a delivery handoff](/docs/product/documents-and-delivery)

## More in this release

### Home delivery

Delivery status is easier to scan and open.

- Distinguish setup, connection, moving, merged, and live states on Home
- See the timeframe and next most relevant status without leaving Home
- Kept initiative and roadmap signals separate from observed GitHub delivery activity
- Open the right setup or delivery view from each status

### Imports and source context

Imported work and supporting evidence keep their source identity.

- Prevent external identifiers from overlapping across workspaces or integrations
- Keep imported Ideas and Insights attached to the correct team and source
- Opened stored forum discussions with their complete source text
- Improved workspace administration, Evidence navigation, and keyboard selection

Canonical page: https://zentrik.ai/releases/v1-10-3

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# Organize product and delivery work with Teams.

v1.10-v1.10.2 · Released 2026-08-27

Create teams inside a workspace, give each person the right role, and keep initiatives, Studies, Huddles, cycles, and tasks with the people who own them.

## What changed

- Create teams with their own members and roles
- Keep initiatives, Studies, Huddles, cycles, and tasks with the team that owns them
- Reassign shared initiatives without losing existing work
- Find teams, workspaces, members, and invitations from settings

## Organize work by team

Select a team, add the people who need access, then create or assign the initiatives and delivery work they own.

- [Set up teams and access](/docs/product/teams)
- [Prepare a delivery handoff](/docs/product/documents-and-delivery)

## Move existing work without disruption

Existing members and work begin in a default team. Workspace Owners and Admins can create teams, assign people, move shared initiatives, and narrow access when the new ownership is ready.

- [Review workspace roles and invitations](/docs/product/workspace-administration)

## More in this release

### Teams and delivery scope

People and product work can follow the operating team that owns them.

- Added workspace teams with separate Team Admin, Editor, and Viewer roles
- Added team ownership for initiatives, Huddles, cycles, and tasks
- Applied team access to linked Studies and signed-in MCP workflows
- Kept existing work available through the default team during reassignment

### Administration and navigation

Team and workspace changes are easier to understand before they affect access.

- Added searchable team, workspace, member, and pending-invitation views
- Clarified workspace access when adding a person to a team
- Kept team search and creation in the team rail and selected-team actions in the page header
- Added existing-prototype registration and Signal source counts in People

Canonical page: https://zentrik.ai/releases/v1-10-v1-10-2

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# Review source evidence and time click-test follow-ups.

v1.9.2 · Released 2026-08-26

Evidence reviews now open the source record, and click tests wait for participant action before showing a follow-up.

## What changed

- Open full Evidence records from Insights and Huddles
- Attach Evidence only to the review you selected
- Show follow-up questions after the participant clicks

## Open the source before deciding

Evidence review now opens the linked record instead of stopping at a summary. Teams can inspect the source before they accept a finding, attach it, or use it in the next decision.

- [Review evidence and insights](/docs/product/evidence-to-insights)

## Ask the next question after the click

A click test can keep a follow-up hidden until the participant clicks the image. The question arrives after the action it is meant to explain.

- [Design and review Studies](/docs/product/idea-studies)

## More in this release

### Evidence review

Source inspection and attachment stay explicit.

- Opened full linked Evidence details from Insight and Huddle review
- Kept manual Evidence attachment limited to the selected relationship
- Avoided automatic attachments when the relationship was uncertain

### Studies and navigation

Follow-up and action states are easier to use.

- Added click-triggered follow-up questions to click tests
- Kept Home actions reachable during hover and keyboard focus

Canonical page: https://zentrik.ai/releases/v1-9-2

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# Keep source context attached when publishing Studies.

v1.9-v1.9.1 · Released 2026-08-25

Published Studies now carry clearer evidence and source context, including when agents publish them through MCP.

## What changed

- Review a Study with its evidence and source context
- Publish Studies through MCP with a clear completion result
- Review generated results before continuing

## Publish with the evidence still in view

Study conclusions stay close to the evidence behind them. MCP publication returns a clear result that teams and agents can review before continuing.

## More in this release

### Study publishing

Published results keep their evidence and completion status clear.

- Kept source context visible from Study Overview through conclusions
- Added MCP Study publishing with a clear completion result
- Improved review paths for generated results

Canonical page: https://zentrik.ai/releases/v1-9-v1-9-1

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# See what each Study needs next.

v1.8 · Released 2026-08-25

Study overviews now bring progress, evidence review, and recovery steps together from setup through decision.

## What changed

- See Study progress and the next review action together
- Recover incomplete signal and import work
- Keep public Study pages current

## Follow the Study from setup to decision

Study Overview keeps setup, session progress, evidence review, and the next action easy to scan.

## More in this release

### Study progress

Lifecycle progress is easier to read.

- Added Study Overview with progress and evidence context
- Improved session and review transitions

### Signals and imports

Connected work can continue when the first run is incomplete.

- Improved signal and import reliability
- Kept public Study pages aligned with shipped behavior

Canonical page: https://zentrik.ai/releases/v1-8

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# Trace evidence to its source and move decisions into delivery.

v1.7 · Released 2026-08-24

Trace source relationships, correct evidence safely, and move an Initiative from a reviewed decision into owned execution.

## What changed

- Trace Evidence back to source signals and related product work
- Correct evidence with a clear relationship history
- Use Initiative Huddle and Execution views for the next action
- Recover queue and import work without losing context

## See what supports the decision

Source links, correction history, and execution views show what supports a decision and what must happen next.

## More in this release

### Evidence sources

Source relationships and corrections stay visible.

- Added source and relationship navigation for Evidence
- Added clear, editable correction paths with history
- Improved People link ownership and identity boundaries

### Initiative execution

Decisions can move into owned work.

- Added Initiative Huddle and Execution workspaces
- Improved queue recovery and import follow-through

Canonical page: https://zentrik.ai/releases/v1-7

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# Connect imported conversations to the right People.

v0.133 · Released 2026-08-24

Conversation imports can add known external attendees to People and connect their conversations, Studies, votes, and portal activity. Uncertain matches remain unassigned.

## What changed

- Add known external attendees to People during conversation imports
- Leave uncertain Account matches unassigned
- Review conversations, Studies, and votes around the same Person
- Choose People and Account behavior in the Signals API and MCP

## Keep customer context with each conversation

Imports from Granola, Fireflies, Fathom, Gong, and Microsoft Teams can add known external attendees to People. The import result shows which People and Accounts were created or connected before the team continues.

- [Read the People and Accounts guide](/docs/product/people-and-accounts)

## Use the same Person across research and feedback

People is the workspace directory for customers and research participants. A Person can belong to an Account or remain unassigned. Portal activity connects to an existing Person only through an exact email match.

- [Import customer evidence](/docs/product/evidence-to-insights)
- [Use the Signals API](/docs/developers/signals-api-quickstart#organize-people)

## More in this release

### People and Accounts

Customer identity stays useful without turning every attendee into CRM data.

- Added a workspace People directory backed by existing Contacts, with optional Account assignment
- Connected People to conversation, Study, and vote activity while preserving historical participation
- Kept internal, unknown, ambiguous, and email-less attendees from creating noisy People records

### Imports and API

Every supported intake path uses the same deliberate identity rules.

- Added separate controls for saving customer attendees and creating missing Accounts
- Added People and Account outcomes to conversation import receipts
- Added participant policies, stable source identity, and explicit Account creation to the Signals API and MCP

Canonical page: https://zentrik.ai/releases/v0-133

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# Follow People, import results, and initiative progress.

v1.6 · Released 2026-08-23

Use the People directory across customer activity, review import results after a run, and see evidence, Studies, and delivery context from Initiative Overview.

## What changed

- Use People across conversations, Studies, votes, and portal activity
- Review import results after the run ends
- See evidence, Studies, delivery status, and next steps in Initiative Overview

## Keep customer and delivery context close to the work

People, import results, and Initiative Overview make it easier to review identity, evidence, progress, and the next decision.

- [Read the People and Accounts guide](/docs/product/people-and-accounts)

## More in this release

### People and import results

Customer identity and import results remain available after each run.

- Added a shared People directory with optional Account assignment
- Kept import results available after a run
- Connected People to supported research and feedback activity

### Initiatives and analytics

Evidence and delivery context are easier to follow.

- Added Initiative Overview with evidence, Studies, and delivery context
- Made ownership, progress, and next steps easier to review

Canonical page: https://zentrik.ai/releases/v1-6

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# Review participant responses and match People safely.

Portal 1.23-1.24 · Released 2026-08-23

Participants can review their contribution before submitting, live transcripts stay stable, and portal activity connects to a Person only on an exact match.

## What changed

- Let participants review their contribution before submission
- Keep live interview transcripts stable through the session
- Connect portal identities to existing People on exact email match
- Keep uncertain account matches unassigned

## Let participants review without changing workspace identity

Participants control their own review. A portal identity connects to an existing Person only when the match is exact and safe.

- [Read the People and Accounts guide](/docs/product/people-and-accounts)

## More in this release

### Participant review

Participants see and control their contribution.

- Added participant-owned review before submission
- Improved live interview transcript stability
- Clarified participant-facing completion state

### People identity

Portal identity connects to workspace history with a narrow rule.

- Linked portal identities to existing People
- Used exact email matching for safe identity links
- Kept uncertain Account matches unassigned

Canonical page: https://zentrik.ai/releases/portal-1-23-1-24

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# Previews restart cleanly and participants can resume with less friction.

Portal 1.21-1.22 · Released 2026-08-21

AI Study previews restart from a known point, participant recovery is clearer, and embedded Studies fit better inside the surrounding product experience.

## What changed

- Restart AI Study previews from a stable state
- Recover participant sessions with clearer fallback paths
- Embed Studies with better layout and completion behavior

## Make recovery part of the participant experience

Preview and participant flows now explain what can resume, what needs a restart, and where the participant should continue.

## More in this release

### Preview and participant recovery

Failures expose a path forward.

- Added restartable AI Study previews
- Improved participant recovery and resume behavior
- Clarified fallback behavior when a session cannot continue

### Embedded Studies

Participant-facing Studies fit their host surface.

- Added embedded Study improvements
- Reduced layout overflow across supported participant views

Canonical page: https://zentrik.ai/releases/portal-1-21-1-22

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# Review source evidence beside the product work it supports.

v1.4-v1.5 · Released 2026-08-20

Open cross-signal patterns with their source evidence, connect prototypes and Studies, and create ideas without leaving the review.

## What changed

- Review cross-signal patterns with an evidence sidebar
- Create evidence-framed ideas while the result streams
- Link prototypes, Studies, and initiative context
- Keep import receipts and table views stable

## Keep the source beside the decision

The evidence sidebar keeps source signals, related prototypes, and the next action in view while the team reviews an opportunity.

## More in this release

### Evidence review

Signals and product work are easier to review together.

- Added cross-signal insight patterns and an evidence sidebar
- Added linked prototypes and streaming evidence-framed idea creation
- Improved Discovery recovery and source links

### Planning

The path from evidence to planning has fewer dead ends.

- Added persistent table columns and import receipt navigation
- Added Initiative Study counts and clearer API scopes
- Improved Study format filters and sidebar polish

Canonical page: https://zentrik.ai/releases/v1-4-v1-5

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# Prototype Studies turn a question into reviewable evidence.

v1.3 · Released 2026-08-18

Build or attach a prototype, test a specific revision, and keep the resulting evidence with the Study.

## What changed

- Create first-class prototype Studies
- Test a specific prototype revision with question steps
- Review Evidence Briefing after the session

## Test the experience that was actually built

Prototype Studies keep the tested revision, question steps, session findings, and Evidence Briefing together.

- [Read the prototype testing guide](/docs/product/idea-studies#test-a-prototype)

## More in this release

### Prototype Studies

Prototype learning has a first-class home.

- Added prototype Study creation and hosting
- Added prototype question steps and session findings
- Added Evidence Briefing for the reviewed result

### Reliability

Study and import progress remains visible while work runs.

- Improved import and evidence reliability around Study sessions

Canonical page: https://zentrik.ai/releases/v1-3

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# Keep evidence attached across Studies, MCP, and public APIs.

v1.1-v1.2 · Released 2026-08-17

Review source-linked synthesis, author Studies through MCP, and open public Study findings without losing the evidence behind them.

## What changed

- Keep source links with synthesized evidence
- Author and review Studies through MCP
- Open public Study findings with source context
- Recover enterprise imports and OAuth setup

## Keep the source attached from review to action

Synthesis and Study APIs keep enough source context for a person or agent to explain what changed and why.

## More in this release

### Evidence and Studies

Synthesis keeps its route back to the source.

- Added source-linked synthesis
- Added MCP Study authoring and findings review
- Added the public Study Findings API with stable source context

### Recovery and access

Imports and connected tools are easier to recover.

- Improved enterprise import recovery
- Improved OAuth setup for dynamic clients
- Improved Home and product context capture

Canonical page: https://zentrik.ai/releases/v1-1-v1-2

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# Preview, schedule, and recover connected imports.

v1.0 · Released 2026-08-16

Use one flow to preview an import, choose what to bring in, schedule recurring runs, retry failures, and review the result.

## What changed

- Preview and confirm an import before it runs
- Schedule, retry, and resume imports from supported tools
- Open the Evidence created by each import result

## Move from source setup to evidence in one flow

The import flow keeps the selected scope, progress, retries, and final results together.

## More in this release

### Connected imports

Supported tools now follow the same import flow.

- Added preview, confirmation, scheduling, retry, and result states
- Brought Zendesk, Fathom, Zoom, Teams, and PostHog imports into the same flow
- Added evidence backfill and safer invitation flows

### Reliability

Long-running imports remain easy to check and continue.

- Preserved source scope and progress across retries
- Kept Evidence links attached to import results

Canonical page: https://zentrik.ai/releases/v1-0

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# Study findings and readiness checks are easier to verify.

v0.136 · Released 2026-08-16

Study findings now include their sources, readiness checks separate evidence from assumptions, and MCP setup is easier to start.

## What changed

- Review Study Findings with source citations and evidence links
- Ground readiness checks in known evidence and visible gaps
- Discover MCP capabilities and recover scheduled imports
- Administer trials and connected work with clearer state

## Review evidence beside the conclusion

Findings show their supporting sources, confidence, and gaps that still need evidence.

## More in this release

### Study Findings

Findings carry their evidence context into review.

- Added cited Study Findings with source and confidence context
- Improved readiness grounding for evidence-backed product decisions
- Kept missing evidence visible instead of filling gaps with implied certainty

### Integrations and administration

Connected work is easier to discover and recover.

- Added scheduled import recovery and connected idea-system setup
- Added MCP discovery and clearer OAuth guidance
- Improved trial administration and connected-source state

Canonical page: https://zentrik.ai/releases/v0-136

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# Connected imports are easier to control and continue.

v0.134-v0.135 · Released 2026-08-15

Choose the right connected sources, reuse filters, and recover interrupted imports without losing the result.

## What changed

- Import Gong and Fireflies conversations with explicit source scope
- Reuse custom filters for recurring discovery work
- Continue interrupted imports and explain the final outcome
- Keep integrations and Discovery navigation easy to find

## Review an import before it runs

Source selection, filters, and recovery options stay visible so teams can confirm what will run and see what changed.

## More in this release

### Connected sources

Import setup makes source scope and progress easier to inspect.

- Recovered long-running conversation imports without starting over
- Added Gong and Fireflies filters and clearer import limits
- Avoided duplicate work when a source update or retry arrived twice

### Discovery workflow

Recurring discovery work can start from a known shape.

- Added reusable custom filters for supported discovery views
- Improved integrations navigation and password reset recovery
- Fixed stale AI links and public identifiers

Canonical page: https://zentrik.ai/releases/v0-134-v0-135

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# Capture, prototype testing, and initiative planning stay connected.

v0.125-v0.132 · Released 2026-08-11

Recent releases give teams a shorter path from a fresh source to reviewed product work. Capture material from Home, test a prototype in a Study, or start an initiative from an existing brief or delivery record while keeping the original context visible.

## What changed

- Add a note, file, link, or voice recording from Home and choose where it belongs
- Test a specific prototype revision in a Study and keep it with the resulting evidence
- Create initiatives from requirements, Confluence pages, or Jira and Linear records
- Review product changes and initiative evidence before they affect planning

## Capture once, then choose the right destination

Add a note, file, link, or voice recording from Home. Zentrik suggests whether it belongs as evidence, an idea, product knowledge, reusable context, or a saved source. The team approves the destination and any proposed product changes.

- [Read the capture and routing guide](/docs/product/capture-and-route)

## Test a prototype before scope hardens

Start a Study from a specific prototype revision and keep that revision with the responses. Teams can build and host a basic prototype in Zentrik, or attach an existing prototype, then keep the tested experience tied to the learning.

- [Read the prototype testing guide](/docs/product/idea-studies#test-a-prototype)

## Bring existing work into a reviewed initiative

Paste a requirements brief or choose a connected Confluence page, Jira initiative-level issue, or Linear initiative. Review the name, description, Product, and Features before Zentrik creates the initiative. Linked systems remain the source for their original work.

- [Read the Confluence guide](/docs/integrations/confluence)
- [Read the Jira guide](/docs/integrations/jira)

## Review evidence where planning decisions happen

Initiatives now give evidence its own top-level section, with clearer source grouping, editable titles, and a direct path from Overview. The portfolio focuses on active work and adds practical owner and objective filters.

## More in this release

### Capture and product context

New material is easier to route, review, and keep in the right product context.

- Added Home capture with explicit destinations for evidence, ideas, product knowledge, context, or source-only storage
- Added source-backed product knowledge review with explicit apply, keep, edit, add, and skip decisions
- Added saved import setup for Salesforce and Zendesk
- Improved Gong and Pendo account matching, reimports, source windows, and saved-import readiness

### Planning, research, and connected work

Teams can test a bet and carry approved context into an initiative with fewer handoffs.

- Added prototype-backed Studies with pinned revisions, in-app basic prototypes, and clearer authoring
- Added initiative creation from requirements, Confluence planning pages, and Jira or Linear initiative records
- Promoted initiative evidence to a top-level workspace with clearer source grouping and editing
- Focused initiative portfolio views on active work, owners, objectives, and direct navigation

Canonical page: https://zentrik.ai/releases/v0-125-v0-132

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# Participant journeys recover better across devices and sessions.

Portal 1.16.1-1.20 · Released 2026-08-11

AI interviews recover from refreshes, microphone and transcription gaps, and mobile identity changes while prototype Studies become easier to complete.

## What changed

- Recover AI interview sessions after reloads and transient failures
- Persist transcription and participant events more reliably
- Remember participant identity across supported devices
- Improve mobile fit and prototype Study completion

## Keep the participant moving

Session refresh, microphone, transcription, and event recovery reduce avoidable dead ends while preserving the participant's place.

## More in this release

### Interview recovery

Common interruptions do not have to end the session.

- Improved session refresh and event persistence
- Added recovery for microphone and transcription interruptions
- Improved participant memory and identity continuity

### Mobile and prototypes

Participant journeys fit more real-world contexts.

- Improved mobile identity fit
- Added prototype Study support and safer participant completion
- Improved error reporting for participant-facing flows

Canonical page: https://zentrik.ai/releases/portal-1-16-1-1-20

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# Connected evidence is easier to run, review, and trust.

v0.124 · Released 2026-08-03

Saved imports are easier to run and review, while Studies, initiative review, and Discovery keep more context visible as teams move from evidence to decisions.

## What changed

- Run saved Pendo imports with clearer scope, diagnostics, and recovery
- Review Fireflies source, speaker, and account context in the import receipt
- Start and review Studies with easier intent capture and evidence selection
- Keep initiative and Discovery review aligned with the records teams are assessing

## Run saved imports with more control

Pendo imports now have a clear draft-to-active path, visible receipts, scheduling, and recoverable runs. Diagnostics show whether a run is complete or needs attention, so teams can address affected account links without losing the usable results.

- [Read the Pendo guide](/docs/integrations/pendo)

## Review evidence with its context

Fireflies receipts preserve meeting context and show evidence mix, speaker coverage, source links, and account attribution. Ambiguous identities remain available for review instead of being attached to the wrong account.

- [Read the Fireflies guide](/docs/integrations/fireflies)

## Plan and review Studies with more context

Study creation supports voice dictation for the learning intent while keeping drafting explicit. Live Interview Account and Signal selection is easier to scan and more resilient when search or source data is incomplete.

- [Read the Studies guide](/docs/product/idea-studies#live-interview)

## Keep planning and evidence review aligned

Initiative views share filters and use the available page more consistently, with Questions kept close to the work. Discovery Linked ARR ordering now matches the values teams see in the table.

## More in this release

### Connected evidence

Imports preserve more useful context and make run quality easier to understand.

- Added bounded saved Pendo imports with draft, test, activation, receipts, scheduling, diagnostics, and recovery paths
- Improved Fireflies source context, account attribution, evidence labels, and import receipts
- Preserved product links when duplicate accounts are merged

### Planning and connected tools

Planning, Studies, connected AI tools, and public guidance are easier to use.

- Improved initiative view consistency, question access, mobile related-record navigation, and Linked ARR ordering
- Added voice intent capture and more reliable Live Interview account and Signal selection
- Improved connected AI workspace context and refreshed Studies, Linear, and integration guidance

Canonical page: https://zentrik.ai/releases/v0-124

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# Connected evidence keeps its context from import to decision.

v0.123 · Released 2026-08-02

Account matching, import History, and Live Interview studies now hold onto more of the context teams need when moving from connected sources to product decisions.

## What changed

- Keep account identity consistent across connected sources and reconnects
- Review inbound imports in one History with destinations, results, and safe retry paths
- Attach completed transcript Signals to draft Live Interview studies and keep longer guides readable

## Keep connected evidence tied to the right account

When the same account appears across connected sources, Zentrik can keep its evidence together as imports continue. Ambiguous matches remain available for review instead of being silently merged.

## Know what every import produced

Import History brings inbound runs into one place. Each run shows its destination and links to the resulting Discovery records, while Retry appears only when the saved scope can be replayed safely.

- [Read the integration guides](/docs/integrations)

## Finish a Live Interview draft with an existing conversation

Long discussion guides stay readable, and a draft study can attach a completed transcript Signal before the guide is fully started. Teams can bring an existing conversation into the study while keeping its participant and Account context visible.

- [Read the Studies guide](/docs/product/idea-studies#live-interview)

## Make the next conversation easy to start

Suggested Accounts bring relevant context forward, while participant details remain optional until the team knows who will join. The Study holds the conversation in place before the transcript exists.

## Keep completed interviews grounded in their source

Completed conversations enter the Study as canonical transcript Signals, whether they came from Fireflies, Granola, another supported importer, or a manual transcript. Source labels stay visible, selections can span providers, and participant or Account attribution can be corrected before attachment.

- [Read the Studies guide](/docs/product/idea-studies#live-interview)

## Follow the Linear path from the guide

The Linear guide makes the connected path explicit: start a Zentrik initiative from an existing Linear initiative, keep the delivery link, or bring selected issues into Discovery.

- [Read the Linear integration guide](/docs/integrations/linear)

## More in this release

### Connected evidence

Imports and account context remain easier to trace as work moves through Discovery.

- Improved account matching across connected sources and reconnects
- Unified inbound import History with clearer destinations, results, and retry eligibility

### Studies and guidance

Live Interview workflows and integration guidance are easier to continue and understand.

- Improved Live Interview guide scrolling and draft transcript attachment
- Updated Linear initiative and Claude Code integration guidance

Canonical page: https://zentrik.ai/releases/v0-123

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# Linear imports make product context easier to review.

v0.122 · Released 2026-08-02

When teams bring Linear initiatives into Zentrik, the review step can suggest a Product and Feature from the initiative's own context before anything is saved.

## What changed

- Review suggested Product and Feature context during Linear initiative import
- Change or leave a suggestion empty before confirming the imported record

## Keep initiative imports in the right product context

Linear import review now uses the initiative's bounded context to suggest where an imported record belongs. Suggestions are advisory: reviewers can override them, leave them empty when the match is unclear, and confirm the assignment before it is saved.

- [Read the Linear integration guide](/docs/integrations/linear)

## More in this release

### Connected delivery

Linear import review is more helpful while keeping the final decision with the team.

- Added Product and Feature suggestions during Linear initiative import review
- Clarified how imported initiatives can be reviewed and assigned

Canonical page: https://zentrik.ai/releases/v0-122

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# Research, imports, and product structure stay connected.

v0.121 · Released 2026-08-02

Teams can run Live Interview Studies, manage reusable imports, bring Linear initiatives into Zentrik, and organize opportunities into clearer decision paths. Discovery review, connected-tool setup, and public guidance are easier to follow.

## What changed

- Plan and review Live Interview Studies with shared guides, Pulse links, transcript Signals, and editable participant and Account details
- Define imports once, review their health and receipts, and run or schedule them from one place
- Import Linear initiatives with hierarchy and source context, then assign them to the right product context
- Group related opportunities into parent and child structure and inspect decision paths and priority gaps in Discovery

## Keep customer conversations attached to the decision

A Live Interview Study starts with a learning goal and discussion guide, then carries the planned interview through its Pulse link, transcript Signal, participant and Account context, and resulting findings. Teams can select completed conversations from supported sources and correct their context before attaching them.

- [Read the Studies guide](/docs/product/idea-studies#live-interview)

## Route evidence into product work

Saved imports now keep source scope, cadence, run progress, receipts, and health in one view. Linear initiative imports preserve useful hierarchy and links, while opportunity structure and decision-path analysis give teams a clearer way to group solutions and inspect priority gaps.

## More in this release

### Research and connected evidence

Research workflows and imports keep more of the source context visible as work moves forward.

- Added Live Interview as a Study method with planning, Pulse links, transcript selection, attribution, and findings
- Added reusable import definitions, run history, progress and receipts, activation controls, and safer recovery paths
- Improved transcript import consistency and clarified manual import receipts

### Planning, delivery, and workspace quality

Discovery and connected delivery workflows are easier to review and act on.

- Added Linear initiative import with review, assignment, source links, and product-feature hierarchy context
- Added focused opportunity hierarchy analysis and improved branch suggestions, retries, and priority-gap presentation
- Improved Discovery filtering and record actions, workspace invitations, connected-tool guidance, and public documentation

Canonical page: https://zentrik.ai/releases/v0-121

---

# Connected imports have one clear home.

v0.119 · Released 2026-07-29

Saved imports, schedules, scope, and health now come together in Settings. Teams can review how each connected source feeds Zentrik, run it on demand, or automate the same saved setup.

## What changed

- See saved imports across connected sources in Settings → Integrations → Imports
- Review each import's source scope, destination, schedule, and latest health
- Run an active import on demand or keep its exact automatic interval
- Use configured product and account rules without competing automatic assignments

## Manage connected imports from one place

The Imports view gives workspace owners a compact catalog of active, paused, draft, and attention-needed imports. Each entry shows what it creates, how often it runs, and when it last ran, with a direct path back to the owning connection for setup and receipts.

- [View integration guides](/docs/integrations)

## Keep destination rules predictable

A workspace can keep separate imports for different products, source scopes, and cadences. Where supported, fixed or field-based product routing and exact account matching are applied consistently. Zentrik's automatic product assignment remains a fallback when no product is supplied by a configured rule, rather than overriding a source-defined result.

## More in this release

### Connected import management

Saved definitions now connect setup, execution, and health.

- Added the cross-provider Imports catalog under Integration settings
- Kept on-demand and scheduled execution on the same saved definition
- Preserved exact minute, hour, or day intervals when schedules are reviewed
- Made run receipts and retry history available from the owning connection

### Configured assignment

Configured source rules take precedence while unrelated product judgment stays intact.

- Added ranked Jira field choices and explicit many-to-one Product mappings
- Supported separate Jira mappings for different products and source scopes in one workspace
- Reconciled configured Salesforce Account–Product membership while preserving relationship details

Canonical page: https://zentrik.ai/releases/v0-119

---

# Evidence review, initiative handoffs, and product guidance are more connected.

v0.114-v0.118 · Released 2026-07-29

Recent releases make larger evidence imports easier to continue in the background, keep transcript context clearer, carry initiative documents into Jira, and give teams a task-oriented Help Center when they need guidance.

## What changed

- Continue working while reviewed signal imports run with shared background progress
- Inspect more precise transcript sources, speaker context, citations, and quote jumps
- Refresh initiative documents and publish controlled revisions to linked Jira issues
- Search a task-oriented Help Center covering product workflows, integrations, and APIs

## Review connected evidence without waiting on the dialog

Gong, Fireflies, Granola, Fathom, Microsoft Teams, and Zendesk imports can continue after the reviewed selection is accepted. Shared progress shows when work is importing, processing, complete, or needs attention. Transcript source views now keep provider context, useful speaker perspective, precise citations, and substantive quote jumps close to the resulting insight.

## Keep initiative documents current and connected to delivery

Initiative Briefs, PRDs, TDDs, and generated documents can be refreshed in place as the initiative changes. Teams can also publish Word, Markdown, or PDF revisions to a linked Jira issue, review editable differences, and choose which version to preserve when both sides changed.

## Find the right guide by task or connected tool

The new Help Center organizes product workflows, integration setup, developer guidance, troubleshooting, and support around the outcome someone is trying to reach. Search, category pages, mobile navigation, and contextual support paths make answers easier to find.

- [Open the Help Center](/docs)

## More in this release

### Discovery and research

Evidence and research setup are easier to inspect and act on.

- Showed stored Product scope and original provider access more consistently on Signal records
- Refined transcript selection, search, paging, and responsive review controls
- Added useful defaults and direct repair actions when a Study is not ready to launch
- Kept linked initiative context visible as ideas move through their lifecycle

### Workspace continuity

Important transitions now keep their context.

- Unified initiative documents, links, uploads, generated assets, and prototypes into a more browsable library
- Moved onboarding into Home while the first opportunity is prepared, with a direct review handoff when it is ready
- Made default workspace preferences and workspace deletion more reliable

Canonical page: https://zentrik.ai/releases/v0-114-v0-118

---

# Research plans and prototypes are easier to review before moving forward.

v0.113 · Released 2026-07-26

Teams can review AI-guided Study plans before launch, create prototypes directly from the work under discussion, and generate briefs that follow shared workspace formats.

## What changed

- Review an AI-guided Study's goals, participant flow, questions, and missing setup before launch
- Create prototypes directly from ideas, initiatives, assets, and decisions
- Compare prototype revisions and previews with the source work close by
- Generate Idea and Initiative Briefs using shared workspace formats

## Review the research plan before participants see it

AI-guided Studies now show the research goal, follow-up questions, supporting material, expected duration, and anything still needed before launch. The plan remains available during response review, so teams can compare what they learned with what they set out to understand.

- [Read the Studies guide](/docs/product/idea-studies)

## Create a prototype from the work you are reviewing

Prototype creation is now available from ideas, initiatives, assets, and decisions. The prototype workspace keeps the working preview, revisions, and source material together so teams can continue testing without rebuilding the background.

## Keep briefs aligned with how your team works

Workspace owners can now set a preferred format for both Idea and Initiative Briefs. Teams can provide an example or define the sections directly, then generate briefs that follow the same shared structure.

## More in this release

### Research and delivery

Research plans, prototypes, and briefs are easier to review.

- Made optional Study follow-ups consistent across supported question types
- Added prototype creation from ideas, initiatives, assets, and decisions
- Extended shared workspace formats to Idea and Initiative Briefs

### Navigation and clarity

Common product paths are clearer and more accessible.

- Added a guided Home tour that continues from onboarding and adapts to smaller screens
- Clarified shared idea lifecycle meanings while preserving workspace labels and workflows
- Improved primary-action contrast and consistency across product surfaces

Canonical page: https://zentrik.ai/releases/v0-113

---

# Connected evidence is easier to review before it shapes a decision.

v0.111-v0.112 · Released 2026-07-26

This release strengthens the path from connected evidence to product action. Teams get a more deliberate meeting-import review, clearer treatment of who said what, and better starting points for the next Study, while setup and trust information is easier to verify.

## What changed

- Preview connected meeting evidence with explicit scope, product, and selection before importing
- Keep external participant evidence distinct from internal team discussion when generating insights
- Start a Study from Active work with idea-specific options while retaining custom and blank paths
- Use clearer ChatGPT and feature-tree setup guides, backed by issued SOC 2 Type I assurance

## Review connected evidence before it enters Discovery

Meeting imports now share a clearer preview-and-commit workflow across supported conversation sources. Reviewers can narrow the source window, confirm the destination product, inspect what is ready or already present, and select only the conversations that should become signals.

- [View integration guides](/docs/integrations)

## Keep customer evidence clear and move to the next learning step

Transcript processing now distinguishes externally attributed speakers from internal or unresolved participants before their words support generated insights. When an idea needs more evidence, Active work can offer two idea-specific Study starting points without removing the custom-intent or blank-Study paths.

- [Read the Studies guide](/docs/product/idea-studies)

## Set up agent workflows with clearer trust context

The ChatGPT installation path and feature-tree setup guide are easier to find, including guidance for attaching safe product screenshots through supported tools. Buyers and security reviewers can also review Zentrik's issued SOC 2 Type I assurance and request the report through the Trust Center.

- [See Zentrik in ChatGPT](/features/chatgpt-integration)
- [Set up a product feature tree](/docs/product/feature-tree-setup)
- [Review security](/security)

## More in this release

### Discovery and learning

Connected evidence stays reviewable as it becomes product learning.

- Standardized preview, readiness, selection, and commit behavior across supported meeting sources
- Improved speaker attribution so generated insights rely on externally attributed evidence
- Added idea-specific Study starting points from Active work while keeping custom and blank creation available
- Kept Active work recommendations optional and initiative milestone state accurate in compact review surfaces

### Connected tools, trust, and reliability

Connected workflows are easier to recover, explain, and operate.

- Slack review threads keep the rationale, reviewed draft, outcome, and created-record link together, with a paste-to-continue recovery path
- Product feature screenshots can be attached through supported API and MCP workflows, with a public setup guide
- ChatGPT installation and documentation are easier to find, and the Security page presents issued SOC 2 Type I assurance
- Improved reliability for background decisions, integration handoffs, and GitHub refreshes

Canonical page: https://zentrik.ai/releases/v0-111-v0-112

---

# Participants can complete richer Studies with more control.

Portal 1.10-1.16 · Released 2026-07-26

Recent Portal releases make Studies more flexible for participants and more useful for research teams. People can work through guided interviews and structured exercises, inspect supporting material, and review what they shared before submitting.

## What changed

- Pause, resume, finish, and review AI-guided interviews on the participant's terms
- Compare, rank, and sort concepts through focused Study activities
- Review attached data files and pinned prototypes before responding
- Use clearer public access, typed feedback, and mobile Study paths

## Stay in control during an AI-guided interview

Participants can pause or resume a conversation, choose whether to continue when topics remain, and review or correct their responses before submission. Research teams can see which topics were completed or intentionally skipped.

- [See the participant walkthrough](/docs/product/idea-studies#moderated)

## Use the right interaction for the decision

Studies can ask participants to compare concepts, rank options, sort cards, or work through an AI-guided interview. Pinned prototype guidance keeps the artifact and task together when feedback depends on trying an experience.

## Review supporting material before answering

Participants can inspect attached data files and complete file-only or video-only steps without an unnecessary text field. Typed feedback, clearer public portal access, and improved mobile paths make more Studies practical to complete.

## More in this release

### Participant experience

Studies support richer activities while preserving participant control.

- Added preference tests, ranking, card sorting, and AI-guided interview activities
- Added pause, resume, finish, response review, and correction controls for guided interviews
- Improved typed feedback, supporting-file review, and mobile completion paths

### Research context

Participants can see the material they need before responding.

- Added data-file review and media-only Study steps
- Kept pinned prototype guidance visible while participants complete the task
- Clarified public portal access for invited and scoped Study journeys

Canonical page: https://zentrik.ai/releases/portal-1-10-1-16

---

# Studies close the learning loop, and Active work carries decisions forward.

v0.105-v0.110 · Released 2026-07-22

Teams can now turn richer Study responses into evidence-linked learning and a focused follow-up. Direction then keeps ideas, opportunities, and initiatives together with readiness, lifecycle progress, and the next useful action.

## What changed

- Author and preview richer Studies, including card sorting, ranking, preference tests, and guided interviews
- Summarize learning across Studies and plan the next Study around what remains uncertain
- See ideas, opportunities, and initiatives together in Active work with readiness and clear next actions
- Carry approved work into prototypes, coding-agent briefs, and product-scoped Jira imports with clearer handoffs

## Move from responses to the next learning decision

Completed Studies can now roll up into a source-linked learning summary that separates established findings from open questions. When another Study would help, Zentrik proposes a reviewable draft rather than publishing or inviting participants automatically.

- [Read the Studies guide](/docs/product/idea-studies)

## Keep current work ready for action

Active work now shows readiness for ideas and lifecycle completion for initiatives in the same focused view. Each item points to the next useful step, from answering a decision question to creating a brief, prototype, Study, or plan.

- [Explore prioritization](/features/prioritization)

## More in this release

### Studies and decisions

Research, learning, and prioritization now connect more directly.

- Added guided Study creation, richer participant previews, card sorting, ranking, and follow-up authoring
- Added evidence-linked learning summaries and reviewable next-Study proposals for ideas and initiatives
- Expanded Active work with readiness cards, initiative progress, direct item selection, and real next-action routes
- Improved Priorities gap handling and decision analysis across ideas, opportunities, and initiatives

### From decision to delivery

Approved work has clearer paths into validation and execution.

- Added prototype-led learning for ideas and initiatives, with in-house and connected builder choices
- Added clearer coding-agent briefs with repository and provider context
- Added scheduled, product-scoped Jira imports and clearer initiative history

Canonical page: https://zentrik.ai/releases/v0-105-v0-110

---

# Zentrik is now available in ChatGPT.

ChatGPT plugin 1.0.0 · Released 2026-07-18

The published Zentrik plugin brings customer evidence into ChatGPT without leaving the source trail behind. Teams can search one authorized workspace, inspect the evidence behind an opportunity, and capture the next customer note.

## What changed

- Install Zentrik directly from the ChatGPT Plugins Directory
- Search and fetch customer evidence from one authorized Zentrik workspace
- Review repeated problems and the source records behind an opportunity
- Capture a new customer note and check when its processing is complete

## Start from the Plugins Directory

Install Zentrik in a supported ChatGPT or Codex surface, then connect the workspace that holds the evidence for the conversation. The setup guide covers supported surfaces, authorization, starter prompts, and recovery steps.

- [Add Zentrik to ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_6a51ef5c6e648191b549bff1c57bfdd6)
- [Read the setup guide](/docs/integrations/mcp-chatgpt)

## Keep the source close to the decision

A product question can now lead to the relevant opportunity, linked findings, and source records inside ChatGPT. The team can inspect that trail before deciding what to build, while the durable records remain in Zentrik.

- [See Zentrik in ChatGPT](/features/chatgpt-integration)

## Use a deliberate access boundary

Each connection uses one workspace selected through OAuth and follows the connected user's access. The plugin supports focused evidence workflows without exposing broad graph editing or destructive actions.

- [Review security](/security)
- [Read the privacy policy](/privacy)

## More in this release

### ChatGPT workflow

Customer evidence and opportunity context can now meet the team in ChatGPT.

- Published Zentrik version 1.0.0 in the ChatGPT Plugins Directory
- Added workspace-scoped evidence search, fetch, repeated-problem review, and opportunity evidence review
- Added evidence capture with follow-up processing status

### Setup and trust

The public path now explains installation, authorization, supported surfaces, and recovery.

- Added a customer setup guide with starter prompts and troubleshooting
- Added direct directory links from the feature page and documentation
- Documented the single-workspace authorization and focused action boundary

Canonical page: https://zentrik.ai/releases/chatgpt-plugin-1-0-0

---

# Meeting evidence arrives with clearer boundaries and handoffs.

v0.104 · Released 2026-07-16

Teams can review a broader set of Granola notes, govern shared Fireflies intake, and see what was sent to Jira or Linear. Idea readiness also stays responsive and consistent as evidence grows.

## What changed

- Review accessible workspace Granola notes and optionally include personal notes you choose to connect
- Let admins define which Fireflies channels feed the workspace and route them to the right product
- See where a Jira or Linear handoff went, what it included, and when it was last sent
- Keep idea-readiness scores consistent while deeper analysis completes in the background

## Bring the right meetings into Discovery

Granola review now covers the accessible note library and can include personal notes through a separate user connection. Fireflies admins can set a shared channel boundary and product routing, while teams still review meeting evidence before it becomes a signal.

- [View integration guides](/docs/integrations)

## Make delivery handoffs legible

Linked Jira and Linear initiatives now show the destination, included fields and backlink, last send time, ownership, and child-work expectations. The team can verify what crossed into delivery without reconstructing the handoff from activity history.

## Readiness keeps pace with the evidence

Idea readiness stays aligned between the sidebar and full review while deeper analysis completes in the background. Teams can continue reviewing the idea instead of waiting for the assessment request to finish.

## More in this release

### Meeting sources

Granola and Fireflies intake covers more of the intended evidence without weakening review boundaries.

- Granola review covers accessible folders and notes more completely, with optional personal access
- Fireflies workspace channel boundaries apply throughout review and import

### Delivery and decision review

Connected delivery and readiness states are easier to verify and keep moving.

- Added handoff receipts for linked Jira and Linear initiatives
- Idea readiness scores are reused consistently and refreshed in the background

Canonical page: https://zentrik.ai/releases/v0-104

---

# Active work turns Discovery priorities into reviewable next steps.

v0.103 · Released 2026-07-16

Direction now separates work being defined from future priorities, shows progress and the next useful action, and helps teams prepare ideas and opportunities before approval or engineering handoff.

## What changed

- Keep active ideas and opportunities in ordered, product-aware queues
- See progress and one clear next action for each item the team is advancing
- Review evidence-backed preparation before approval or engineering handoff
- Explore opportunity solutions and create linked ideas without losing the source trail

## From priority to prepared work

Active work gives each product a focused queue for the ideas and opportunities the team is defining now. Progress, supporting context, and the next action stay visible, so priorities can move toward a decision without becoming an untraceable backlog.

- [Explore Discovery](/features/discovery)

## Opportunity exploration keeps its evidence

Teams can review possible solution directions from an opportunity, create the ideas worth carrying forward, and preserve where each direction came from. Signals can also be assigned to the right products before their learning moves downstream.

## More in this release

### Discovery and Studies

Current work, source context, and research materials are easier to carry forward.

- Added Active work preparation and evidence-backed opportunity solution exploration
- Added explicit signal product scope and clearer linked-record navigation
- Studies can include downloadable Excel, CSV, JSON, and XML files

### Workflow continuity

Review and handoff paths received focused reliability improvements.

- Initiative navigation, formatted descriptions, and Jira or Linear backlinks are more consistent
- Discovery relation counts, date sorting, and Study feedback setup are clearer
- Heavy Active work reviews stay responsive and avoid overlapping refreshes

Canonical page: https://zentrik.ai/releases/v0-103

---

# Priorities stay scoped to the product and carry context into action.

v0.100–0.102 · Released 2026-07-14

Direction can now maintain an all-products view and independent queues for each product. Studies and connected-source workflows also keep clearer identities and handoffs as evidence moves into decisions.

## What changed

- Review all-products and product-specific priority queues without unrelated work affecting the ranking
- Turn uncovered gaps into evidence-backed opportunities and selected ideas into initiatives
- Find and share Studies through stable, readable Study IDs and canonical workspaces
- Bring Fireflies channels and reviewed Notion briefs into the right Discovery and initiative workflows

## Priorities follow product scope

Teams working across a portfolio can compare the workspace as a whole, then focus on one product without its priorities being distorted by unrelated products. Queue history, gaps, and suggested next steps follow the selected scope.

## Research and source context travel farther

Studies now have a first-class Discovery workspace and readable references such as STUDY-12. Fireflies channel imports and review-first Notion briefs make it easier to bring source material into Zentrik while preserving the context needed for the next decision.

- [Read the Studies guide](/docs/product/idea-studies)
- [View integration guides](/docs/integrations)

## More in this release

### Direction and delivery

Product scope and evidence stay attached as priorities move forward.

- Added product-scoped priority queues, portfolio analysis, and clearer queue actions
- Added gap-to-opportunity suggestions and selected idea-to-initiative creation
- Idea readiness is saved and reused until its underlying context changes

### Studies and connected tools

Research and connected-source workflows are easier to identify and recover.

- Added the canonical Studies workspace, readable Study IDs, and clearer authoring continuity
- Added channel-scoped Fireflies imports and review-first Notion initiative briefs
- Improved Slack, ChatGPT-compatible, OAuth, and connected-tool guidance

Canonical page: https://zentrik.ai/releases/v0-100-0-102

---

# Decision Lab keeps the next product decision in view.

v0.99.0 · Released 2026-07-12

Decision Lab now turns eligible ideas, opportunities, and uncovered evidence gaps into a persistent, reviewable queue. Discovery entities can also carry product-feature context and imagery into the work that follows.

## What changed

- Review a persistent priority queue instead of rebuilding the next decision from scratch
- See uncovered demand and evidence gaps alongside the ideas that address them
- Connect insights, opportunities, and ideas to the product features they relate to
- Let connected AI tools retrieve the next Decision Lab item without bypassing human review

## Priorities become a reviewable queue

Decision Lab keeps a versioned queue of work that is ready for human review. The queue can include eligible ideas, opportunities, and uncovered analysis gaps, while preserving the evidence and changes that led to each item.

- Start the next prioritization conversation from visible evidence
- Review changes before they affect the working queue
- Keep a durable history of what was considered and why

- [Explore prioritization](/features/prioritization)

## Generated work stays grounded in the product

Discovery records can now reference product features and their supporting images. That context helps teams review generated work against the product they already have instead of treating every suggestion as a blank-slate idea.

- [See Discovery](/features/discovery)

## More in this release

### Decision and Discovery

Evidence, priorities, and product context stay connected.

- Added queue filters for goal coverage and uncovered demand
- Added product-feature relationships and persisted feature imagery for Discovery records
- Improved workspace selector search and initiative toolbar actions
- Integration documentation now opens without losing Settings context

Canonical page: https://zentrik.ai/releases/v0-99-0

---

# Studies, connected tools, and initiative learning move into one loop.

v0.98.0 · Released 2026-07-12

Zentrik now lets teams run Studies from an initiative, bring the learning back into that initiative, and see more clearly what connected tools are doing. Notion can also provide reviewable intent for starting initiative work.

## What changed

- Create and review Studies in the context of the initiative they inform
- Carry study learning, evidence, and product impact into initiative decisions
- See connected-tool health, run history, attribution, and recovery paths
- Start an initiative from a reviewable Notion brief instead of copying it by hand

## Studies become part of the initiative learning loop

An initiative can now hold the decision, the study that tests it, the responses that inform it, and the product impact recorded afterward. The result is a traceable path from intent to evidence to what the team decided.

- [Read the Studies guide](/docs/product/idea-studies)

## Connected work is easier to trust

Integration surfaces now show whether work is connected, scheduled, running, complete, or needs attention. Run history and item-level attribution make it easier to understand what arrived and recover when something did not.

- [View integration guides](/docs)

## More in this release

### Initiatives and connected tools

The product carries more context from source to decision.

- Added initiative-scoped Studies learning context for chat and AI tools
- Added reviewable Notion intent import with source links and stale-preview protection
- Connected-tool runs now show clearer status, history, attribution, and recovery actions
- Improved Home, Delivery, study lifecycle, and public route continuity

Canonical page: https://zentrik.ai/releases/v0-98-0

---

# Studies now carry the participant journey from welcome to learning.

Portal 1.9.0 · Released 2026-07-12

The participant portal now supports authored welcome and thank-you pages, follow-up questions, initiative-only studies, accessible video steps, optional voice answers, and secure playback for videos uploaded from Zentrik.

## What changed

- Participants see the study journey the author intended, from welcome through review and completion
- Follow-up questions and confirmed ranking capture clearer answers without changing older studies
- Participants can answer open-text questions by voice, review the transcript, and edit it before submitting
- Uploaded study videos are available only to participants who can access the study

## A clearer path from study to learning

Study authors can frame the participant journey with an introduction, targeted follow-ups, accessible video, and a deliberate ending. Responses from initiative studies remain connected to the decision they are meant to inform.

- Ask the next useful question only when an answer calls for it
- Keep participant experience feedback separate from product answers
- Carry study learning back into the initiative that owns the decision

- [Read the Studies guide](/docs/product/idea-studies)

## Voice is optional and reviewable

Participants can dictate open-text answers when speaking is easier than typing. The transcript can be reviewed and edited before submission, and typed answers remain available when microphone access or transcription is unavailable.

- [See how Studies work](/docs/product/idea-studies)

## More in this release

### Participant experience

Study flows are more accessible, deliberate, and resilient.

- Added authored intro and outro pages, inline follow-ups, confirmed randomized ranking, and initiative-only study support
- Added accessible video steps and separate participant experience feedback
- Added optional voice answers with transcript review and typed fallback
- Added participant-authorized playback for private MP4 and WebM study videos

Canonical page: https://zentrik.ai/releases/portal-1-9-0

---

# Studies and delivery work now have clearer next steps.

v0.97.0 · Released 2026-07-10

This release makes Studies easier to author and follow, improves the Slack and GitHub delivery loops, and gives AI-assisted linking a more reliable reference vocabulary.

## What changed

- Build Studies around the participant journey with clearer setup and review actions
- Use Slack proposals and GitHub delivery links with more visible control and traceability
- Review import outcomes and provider status without losing the next action
- Keep AI-generated links tied to durable, readable product references

## Study authoring follows the decision

The Studies workbench now keeps the brief, participant steps, context, preview, and next action together. Authors can move from setup to review without navigating through a collection of disconnected controls.

- [Read the Studies guide](/docs/product/idea-studies)

## Delivery stays connected to product intent

GitHub delivery records and Slack proposals now make it easier to see where work came from, what it is waiting for, and which product decision it supports.

- [See GitHub delivery](/features/github-integration)
- [See @Zentrik in Slack](/features/slack-integration)

## More in this release

### Workflow clarity

Review surfaces make the next useful action easier to find.

- Improved Study setup, sequence editing, lifecycle actions, and import review outcomes
- Improved Slack completion quality and confirmation flow
- Added clearer GitHub delivery guidance and adoption surfaces
- Added durable public IDs and safer AI entity-link resolution

Canonical page: https://zentrik.ai/releases/v0-97-0

---

# More of the conversations your team already has can become Discovery evidence.

v0.96.0 · Released 2026-07-09

Granola notes can now be reviewed and imported into Discovery, including scheduled folder-scoped imports. Studies also have a workspace-wide index, so teams can find research without opening each idea first.

## What changed

- Review selected Granola notes before importing them as Discovery signals
- Schedule folder-scoped Granola imports with visible run state
- Find every Study from a workspace-wide Discovery table
- Follow product records from Slack with clearer entity references

## Meeting notes enter Discovery with review first

Granola notes and transcripts can be filtered, previewed, and selected before they become signals. Workspace admins can also schedule imports from specific folders when a repeatable intake path is useful.

- [Read the Granola guide](/docs/integrations/granola)
- [Read the Fireflies guide](/docs/integrations/fireflies)

## Studies are easier to find across the workspace

The Discovery Database now includes Studies alongside the other workspace records. Search, filter, sort, and open a Study directly without retracing its parent idea first.

- [Read the Studies guide](/docs/product/idea-studies)

## More in this release

### Discovery sources

Source conversations and research are easier to review.

- Added Granola transcript import, folder selection, and periodic folder imports
- Improved Fireflies transcript review and partial-data handling
- Added a workspace-wide Studies table and inline initiative controls
- Improved Slack entity links and provider presentation

Canonical page: https://zentrik.ai/releases/v0-96-0

---

# Slack setup and Discovery review are easier to start with.

v0.95.0 · Released 2026-07-09

The Slack integration is now easier to install and recover, Fireflies imports tolerate usable partial transcript data, and Discovery review surfaces make common idea and signal actions more direct.

## What changed

- Install @Zentrik in Slack through a clearer setup path
- Recover Slack connections without creating duplicate integrations
- Import usable Fireflies transcript data even when optional fields are unavailable
- Review ideas, signals, and trends with more direct actions

## Bring @Zentrik into the conversation

The Slack setup path now has a public guide and a dedicated feature page. Once connected, teams can ask grounded questions, capture a thread as a signal, or prepare a product record for review from where the conversation is already happening.

- [See @Zentrik in Slack](/features/slack-integration)
- [Read the setup guide](/docs/integrations/slack)

## Discovery review keeps useful work moving

Idea review tabs, attachments, promotion controls, inline trend status, and import status now make the common next step more visible without changing the underlying product record.

- [Explore Discovery](/features/discovery)

## More in this release

### Connected tools and review

Setup and everyday review received focused improvements.

- Added the Slack feature page and improved install, worker, and connection recovery behavior
- Improved Fireflies query compatibility and partial transcript handling
- Refined idea attachments, promotion actions, trend status, and external signal status

Canonical page: https://zentrik.ai/releases/v0-95-0

---

# Slack, Fireflies, and delivery links bring more product context into the loop.

v0.94.0 · Released 2026-07-08

Zentrik can now meet the team where product conversations happen, bring selected Fireflies transcripts into Discovery, and keep Jira or Linear delivery records connected to the initiative they support.

## What changed

- Ask @Zentrik questions about workspace evidence from Slack
- Capture a Slack thread as a traceable Discovery signal
- Review and import selected Fireflies transcripts into Discovery
- Connect Jira and Linear delivery records back to initiatives

## Product discovery can start in Slack

Mention @Zentrik in a channel or direct message to search product evidence, capture a useful thread, or prepare an idea or opportunity for review. Capturing preserves the thread context, and creating product records requires a person to confirm the proposal.

- [See @Zentrik in Slack](/features/slack-integration)
- [Read the setup guide](/docs/integrations/slack)

## Selected conversations become traceable evidence

Fireflies transcripts can be searched, previewed, and selected before import. The resulting Discovery signal keeps the source conversation available as the team moves from evidence to insight and opportunity.

- [Read the Fireflies guide](/docs/integrations/fireflies)

## More in this release

### Sources and delivery

Product evidence and delivery work stay connected.

- Added the Slack agent with grounded answers, thread capture, and confirmation-gated proposals
- Added Fireflies transcript search, preview, and selected import
- Added Jira and Linear initiative delivery links with freshness and conflict handling

Canonical page: https://zentrik.ai/releases/v0-94-0

---

# Imports, connected tools, and idea follow-through are easier to trust.

v0.93.0 · Released 2026-07-08

This release makes long-running Discovery work more visible after it starts. Import receipts now keep users oriented while Zentrik prepares signals, extracts insights, and evaluates ideas; connected-tool setup is clearer for GitHub, ChatGPT-compatible tools, Zoom, and Microsoft Teams; and Discovery review surfaces do more to carry evidence into the next decision.

## What changed

- Background import receipts show what Zentrik is processing after the dialog closes
- Signal-import guidance now helps teams choose between signals, insights, and ideas
- GitHub delivery setup and guides make pull requests easier to connect to product work
- ChatGPT-compatible tool access and connected-tool setup paths are clearer
- Discovery tables, work queues, and idea sidebars have cleaner review actions
- Ideas can be turned into initiatives with stronger evidence and permission checks

## Imports keep their place in the workflow

When a large import starts, Zentrik now leaves a compact receipt in the workspace instead of treating the closed dialog as the end of the story. The receipt shows whether records are still being checked, signals are being created, insights are being extracted, or ideas are being evaluated, then points reviewers toward the result that matters next.

- Keep working while imports continue in the background
- See whether Zentrik created signals, insights, or ideas from the source
- Open the next review surface without guessing where the imported data landed

## Teams can choose the right import shape faster

The public import guide now explains when a source should become a signal, an insight, or an idea. Raw support tickets, transcripts, notes, reviews, and survey answers should usually enter as signals; already-synthesized findings can enter as insights; and roadmap requests or Jira Product Discovery items can enter as ideas.

- Use signal for raw evidence when the team still needs Zentrik to extract the learning
- Use idea for requests, bets, backlog candidates, or things the team may build
- Review how imported evidence becomes signals, insights, and downstream decisions

## Connected-tool setup is easier to explain and recover

GitHub delivery links, ChatGPT-compatible tool access, Zoom connection handling, and Microsoft Teams import docs all received setup improvements. When a workspace connects an external system, Zentrik should explain the access path, recover cleanly, and help users understand what the connection unlocks.

- Connect GitHub pull requests back to the idea or initiative they support
- Review clearer setup paths for ChatGPT-compatible tools, Zoom, and Microsoft Teams
- Understand connected-tool access without relying on internal implementation language

## Discovery review moves more naturally from evidence to action

Discovery tables, work queues, study actions, idea sidebars, and Turn Into flows now put more of the next step where reviewers already are. Teams can inspect evidence, validate suggested links, create or repair initiatives from selected ideas, and keep AI-assisted drafting in progress without losing context during navigation.

- Review cleaner table actions and work-queue dispositions
- Carry selected ideas into an initiative with stronger evidence grounding
- Keep chat, Clarify, and draft-generation work visible while moving through the product

## More in this release

### Discovery and imports

Evidence intake and review surfaces make the next step easier to see.

- Import receipts stay visible after the import dialog closes and can point to created signals, insights, or ideas
- Discovery tables, filters, constrained row actions, work queues, study actions, and idea sidebars were refined for day-to-day review
- Turn Into, Clarify, and idea decision surfaces keep generation state and evidence context clearer while users continue working

### Connected tools and reliability

Connected workflows are easier to set up, document, and recover.

- GitHub delivery setup and guides make pull-request links more durable and easier to diagnose
- ChatGPT-compatible tool access surfaces, Zoom connection handling, and Microsoft Teams docs received setup improvements
- Focused reliability fixes landed for chat navigation, transcript-source navigation, product-linked insight recovery, and backend provider checks

Canonical page: https://zentrik.ai/releases/v0-93-0

---

# Participants can inspect study images without answering by accident.

Portal 1.8.0 · Released 2026-07-08

The participant portal now separates image inspection from heatmap selection. Participants can zoom into a screenshot on desktop or mobile, then deliberately choose an answer when they are ready.

## What changed

- Open a study screenshot for a closer look before answering
- Use double-click on desktop or double-tap on mobile to inspect an image
- Keep heatmap selections deliberate and visible in review states

## Inspect first, answer second

Study screenshots remain readable without turning an exploratory click into research data. The same behavior is available when reviewing a submitted or read-only study.

- [Read the Studies guide](/docs/product/idea-studies)

## More in this release

### Participant studies

Image inspection is clearer across desktop and mobile.

- Added explicit zoom controls and desktop double-click/mobile double-tap inspection
- Added pending feedback before a heatmap point is committed
- Preserved selected markers in submitted and read-only states

Canonical page: https://zentrik.ai/releases/portal-1-8-0

---

# Connected delivery, Salesforce account sync, and Discovery review move closer together.

v0.92.0 · Released 2026-07-07

This release connects more of the product loop: Salesforce can keep account context fresher, GitHub pull requests can be linked back to the ideas and initiatives they deliver, and Discovery review gains better shareable table views, action nudges, and beta image generation for studies and ideas.

## What changed

- Salesforce Account sync can reuse saved account and product mapping profiles
- GitHub pull requests can connect back to ideas and initiatives with delivery state
- Discovery studies and ideas can generate beta AI images from editable, evidence-aware prompts
- Discovery table views can be shared with sort, filter, page, and page-size state in the URL
- Recurring uncovered insights and AI-suggested links are easier to review and validate
- External API docs now include taxonomy management workflows

## Salesforce account context is easier to keep current

Admins can save reusable Salesforce Account mapping profiles and attach them to manual or scheduled syncs. Product mappings, source aliases, update policies, and setup guidance are kept together so repeat imports do not require rebuilding the same account-product logic each time.

- Reuse the same field and product mapping across account refreshes
- Keep account-product context aligned when Salesforce labels differ from product names
- Turn scheduled refresh on only after the mapping has been reviewed

## Delivery work can point back to product intent

GitHub pull requests can now become durable delivery records linked to ideas and initiatives. Teams can use stable reference tags to connect work to the product decision it supports, then review delivery state from product surfaces instead of treating merged code as detached from the reason it was built.

- Trace shipped work back to the idea or initiative it delivered
- Review initiative delivery threads without leaving the product context
- Separate related engineering movement from work that actually closes a product commitment

## Discovery review has stronger next-step affordances

Discovery tables now preserve shareable state in the URL, including sorting, filters, pagination, and page size. Recurring uncovered insights can identify themselves as ready to act, and AI-suggested insight-to-idea links can be validated instead of remaining pending or being removed.

- Share the exact Discovery table view another teammate should inspect
- Find recurring evidence that is not yet covered by an idea or opportunity
- Confirm useful AI-suggested links and keep the decision trail intact

## Visual Discovery assets can start from evidence

Beta AI image generation is available in study steps and idea Imagine flows. Zentrik drafts the prompt from the study or idea context, keeps it editable before generation, and can use linked customer evidence to shape the image brief.

- Create study visuals without starting from a blank prompt
- Turn idea evidence into a visual aid, flow, or before-and-after sketch
- Keep generation user-reviewed before any image is created

## More in this release

### Connected tools and delivery

Integrations and public docs carry more of the product workflow.

- Salesforce setup now covers account sync, saved mappings, scheduled refreshes, and product mapping guidance
- GitHub delivery surfaces can show linked pull requests and production-aware delivery state for ideas and initiatives
- External API docs now include taxonomy management workflows, and Claude MCP connections can see newly shipped tools without a manual reconnect

### Discovery, chat, and polish

Daily review surfaces are easier to share, read, and act on.

- Discovery tables have steadier bounded-table behavior and URL-derived share state
- Chat answers use quieter activity receipts and more prose-first formatting
- Idea decision briefs, settings layout, linked ARR hover behavior, Opportunity Canvas filter clearing, and document table handling were refined

Canonical page: https://zentrik.ai/releases/v0-92-0

---

# Discovery answers understand taxonomy, product context, and accounts.

v0.89.0 · Released 2026-07-05

This release makes Zentrik's AI-assisted Discovery workflows more aware of how each workspace is organized. Account pages can open the assistant with the right account context already attached, agents and API clients can retrieve evidence through the workspace taxonomy, and generated drafts use product knowledge so suggestions fit what the product already does.

## What changed

- Account pages can open the workspace assistant with visible account context included
- Agents, chat, and External API clients can retrieve insights and ideas through workspace taxonomy
- Turn-into drafts, Opportunity Smart Suggestions, and decision slates use product knowledge when shaping recommendations
- Teams and Gong transcript imports leave clearer receipts after the import dialog closes

## Account questions start from the account page

The workspace assistant is now available from account list, account detail, and duplicate-review surfaces. It receives the account page context a user is looking at, including visible accounts, selected account, filters, active tab, and duplicate-review state.

- Ask account health, blockers, demand, and evidence-gap questions without rebuilding page context
- Compare visible accounts with answers grounded in the current account surface
- Review duplicate candidates with the assistant aware of the cluster being inspected

## Taxonomy travels with agent retrieval

Workspace taxonomy is now a first-class retrieval layer for agents, in-app chat, and External API list endpoints. A user or integration can ask for the right slice of insights or ideas using the same taxonomy concepts the team already uses in Discovery.

- Keep agent answers aligned with the workspace's product vocabulary
- Reuse taxonomy filters across in-app chat, MCP, and External API workflows
- Reduce broad evidence searches when a team already knows the segment, problem area, or insight type it needs

## Generated recommendations respect the product boundary

Discovery generation now has more product context available before it drafts ideas, opportunity suggestions, or decision slates. Shipped feature knowledge and classification trust help Zentrik frame recommendations against what the product already does and how confident the supporting evidence is.

- Avoid re-proposing capabilities that are already represented in the product
- Ground Turn-into drafts and Smart Suggestions in nearby product knowledge
- Make decision slates clearer about where confidence comes from

## Transcript imports are easier to follow

Teams and Gong transcript imports now keep a persistent Discovery receipt after the dialog closes. Ready rows stay importable, blocked rows explain why they are not selected, and completed receipts can take the user straight to the created signals.

- Close the import dialog without losing track of a running batch
- Understand partial-success imports without guessing what happened
- Jump from a completed import receipt into the resulting signals

## More in this release

### Discovery, accounts, and agents

AI-assisted review starts with more of the user's real workspace context.

- Account surfaces now pass visible account, selected account, filter, tab, and duplicate-review context into workspace chat
- Taxonomy-aware retrieval is available through in-app chat, MCP tools, and External API insights/ideas lists
- Product feature context grounds Turn-into drafts, Opportunity Smart Suggestions, and the decision slate

### Imports, API, and polish

Connected workflows leave clearer evidence trails.

- Teams and Gong transcript imports keep persistent progress receipts and completed-import links
- External API docs now explain taxonomy filtering for insights and ideas
- Provider source icons have improved contrast in builder-facing contexts

Canonical page: https://zentrik.ai/releases/v0-89-0

---

# Account context and opportunity evidence are easier to trust.

v0.88.0 · Released 2026-07-04

This release gives teams stronger account-product context, more useful ticket imports, and clearer opportunity evidence suggestions. Discovery analysis can now use product-scoped account revenue, support-ticket spreadsheets preserve more of the source context, and opportunity Smart Suggestions explain which evidence is already covered before suggesting the next ideas to consider.

## What changed

- Accounts can now be linked to specific products with product-level revenue context
- Support-ticket spreadsheets can be imported with ticket identity, status, priority, dates, products, and account links
- Opportunity Smart Suggestions now show evidence coverage before proposing new or existing ideas
- Discovery coverage views include a map-style lens for momentum and account impact
- Turn-into drafts are more faithful to the evidence already attached to an insight
- Taxonomy management is easier to support through authenticated API workflows

## Account and product context stays together

Workspaces can now distinguish which accounts belong to which products without duplicating the account. Product links can carry lifecycle and revenue context, imports can assign products as account data comes in, and Discovery ARR rollups can use product-scoped account revenue when evidence is tied to a product.

- Review account demand by product with fewer manual workarounds
- Keep account-level revenue as a fallback when product-level ARR is not available yet
- Use product-scoped account impact in Discovery analysis without over-allocating shared accounts

## Ticket imports preserve more useful evidence

File imports now handle Service Desk-style ticket exports more directly. Ticket keys, dates, status, priority, reporter context, products, accounts, and additional mapped fields are kept together so imported support evidence is easier to review and safer to re-import.

- Bring support-ticket spreadsheets into Discovery with stable ticket identity
- Preview product and account mapping before committing rows
- Keep custom ticket context available for downstream insight generation

## Opportunity suggestions show the next useful action

Opportunity Smart Suggestions now start from linked insight coverage, then separate evidence gaps that merit a new idea from places where an existing idea is the better destination. Dense opportunities are clearer too: capped previews no longer make current evidence look stale while teams are reviewing what to create or attach.

- See uncovered evidence before adding more ideas
- Create a new idea from a draft only when the evidence supports a distinct suggestion
- Attach relevant existing ideas instead of creating duplicates

## More in this release

### Account, import, and opportunity workflow

Account context, imported evidence, and opportunity suggestions carry more source detail.

- Accounts can be linked to products and filtered or reviewed with linked-product context
- Discovery ARR rollups can use product-scoped account revenue when product links are available
- Support-ticket file imports preserve ticket metadata, reporter context, products, accounts, and extra mapped fields
- Opportunity Smart Suggestions now show evidence coverage, uncovered clusters, and attach-over-create suggestions

### Discovery, API, and polish

Analysis, taxonomy management, and drafting behavior are steadier.

- Discovery coverage gained a map-style lens for momentum and account impact
- Trends and opportunity search behave more predictably when taxonomy metadata is sparse
- Turn-into drafts are more faithful to source evidence and nearby existing records
- Taxonomy management can be inspected, drafted, validated, and applied through authenticated API workflows
- Frontend dependencies were refreshed with focused validation and audit coverage

Canonical page: https://zentrik.ai/releases/v0-88-0

---

# Insight evidence can move straight into planning.

v0.87.0 · Released 2026-07-03

This release makes it easier to turn reviewed Discovery evidence into the next product move. Teams can create or attach ideas and opportunities from insights, inspect evidence coverage across taxonomy dimensions, use clearer public product guides, and ask workspace chat for better account-grounded answers.

## What changed

- Insights can now be turned into ideas or opportunities from a guided evidence composer
- Created ideas now keep a clearer path into promotion or the new record
- Discovery coverage can be compared across taxonomy axes with density, movement, and account impact views
- Public docs now organize product, developer, integration, and API guides more clearly
- Workspace chat and account views use clearer evidence receipts and linked insight context
- Jira Service Management setup can include organization context when teams need it

## Turn insight evidence into the next product move

The new Turn-into composer helps teams gather one or more insights, decide whether to create or attach an idea or opportunity, and keep the supporting evidence linked. After creation, the flow now offers a direct next step: open the record or promote a new idea toward an initiative.

- Move from reviewed learning to a product object without rebuilding context
- Keep source evidence attached as an idea or opportunity takes shape
- Continue into the next planning step with less navigation overhead

## Product docs are easier to browse and share

The public docs now separate product guides, developer guides, integrations, and API references under a clearer docs structure. New Ideas Portal and Idea Studies guides include product screenshots so customers and evaluators can understand setup and review flows without needing an internal walkthrough.

- Share product behavior with customers and evaluators from public docs
- Find product, developer, integration, and API references more predictably
- Keep Ideas Portal and Idea Studies setup easier to explain outside the app

## Evidence coverage, accounts, chat, and connected Jira context line up better

Discovery now has a coverage board for comparing two taxonomy dimensions by evidence density, movement, and account impact, with drill-through to matching insights. Workspace chat can answer account wellbeing and comparison questions with clearer evidence receipts, account idea detail views include relationships inherited through linked insights, and Jira admins can include Service Management organization context for account mapping when it is useful.

- Spot coverage gaps or high-momentum evidence patterns across product taxonomy dimensions
- Ask account questions in workspace chat with clearer evidence receipts and readable comparison tables
- See account-linked idea relationships consistently across list and detail views
- Connect Jira Service Management organization context without disrupting existing Jira setup

## More in this release

### Discovery and account workflow

Evidence review, idea creation, trends, and account context stay better connected.

- Insights can be turned into new or existing ideas and opportunities with evidence preserved
- New ideas created from insight evidence offer a clearer path toward promotion
- Discovery coverage board views compare taxonomy and field axes by evidence density, movement, and account impact
- Agent analytics can aggregate insights by workspace taxonomy vocabulary more reliably
- Discovery Trends opens against explicit or workspace taxonomy selection more predictably
- Account detail idea views now align with account-list counts through linked insight evidence
- Workspace chat account answers show clearer evidence receipts and more readable comparison tables

### Docs, integrations, and polish

Public guidance and connected-tool setup are easier to explain.

- The public docs hub now separates product, developer, integration, and API guidance
- New Ideas Portal and Idea Studies guides include product screenshots and clearer setup context
- Jira Service Management organization context can be enabled for account mapping when needed
- Product screenshots in public docs load more consistently
- The public homepage headline and dark-mode progress visuals received small readability polish

Canonical page: https://zentrik.ai/releases/v0-87-0

---

# Participant studies support richer steps and clearer answers.

Portal 1.7.0 · Released 2026-07-02

The participant portal can now render flexible study steps, stack-rank questions, and legacy studies together while keeping answer progression predictable.

## What changed

- Use question steps with optional images and configured layouts
- Collect structured stack-rank answers with clear movement controls
- Keep older studies working while new step types are introduced

## More study formats without a new participant experience

Authors can combine images and questions in the layout that fits the study, while participants get predictable progression and the same review and submission path for legacy and newer studies.

- [Read the Studies guide](/docs/product/idea-studies)

## More in this release

### Participant studies

Study rendering and answer progression expanded without breaking older studies.

- Added flexible question and image steps with optional layouts
- Added stack-rank rendering and structured ranking submissions
- Improved answer auto-advance and legacy prompt compatibility

Canonical page: https://zentrik.ai/releases/portal-1-7-0

---

# Idea studies, Discovery trends, and account dedupe are easier to use.

v0.84.1 · Released 2026-06-29

This public note consolidates the latest shipped updates since the previous release-note entry. Teams get richer idea study workflows, steadier Discovery trend exploration, better account dedupe support, reusable document templates, and more reliable connected-source context.

## What changed

- Idea studies now support richer setup, clearer status, conclusions, and steadier draft editing
- Discovery Trends has calmer drilldowns, better loading continuity, and clearer evidence navigation
- Accounts can be deduplicated with previewable merges in the app and external automation workflows
- Reusable document templates make release-note and stakeholder-document generation easier to standardize
- Bulk transcript import and source context flows are easier to review and map
- Public product context, release notes, and crawler-readable sources are more complete

## Idea studies are ready for more complete research loops

Idea studies now support richer draft setup, multiple target areas, status handling, response filtering, conclusions, and clearer next-step guidance. Recent polish also keeps study selection, follow-up prompts, and autosave behavior steadier while a team is editing.

- Create and refine study flows with less setup friction
- Keep the right study selected after cloning, refreshing, or using deep links
- Review participant feedback with clearer status and conclusions context

## Discovery trends stay better aligned with the question being asked

Trends views now use clearer small-multiple navigation, local drilldowns, stronger loading continuity, and data-aware defaults. That helps teams explore demand and evidence without losing context across filters, windows, or related Discovery surfaces.

- Move from a trend summary into the relevant segment without changing unrelated filters
- See quieter, steadier loading states while dense Discovery data resolves
- Use trend evidence and source status with more confidence during review

## Account and document workflows are easier to standardize

Account dedupe now has a clearer preview-and-apply path, and external automation can use the same merge behavior. Reusable document templates also let teams turn repeated release-note or stakeholder-document formats into saved workspace patterns instead of rebuilding them each time.

- Preview account merges before applying dedupe decisions
- Keep account-linked evidence cleaner for prioritization and review
- Reuse proven document formats for release notes, handoffs, and stakeholder updates

## More in this release

### Discovery and studies

Evidence review, trends, imports, and idea validation carry more context.

- Idea studies gained richer lifecycle, conclusions, target-area, filter, and draft-editing behavior
- Discovery Trends added local drilldowns, small-multiple navigation, improved loading continuity, and clearer evidence paths
- Bulk transcript import supports multi-file account mapping with clearer progress and follow-up handling
- Imported signal evidence shows more deterministic source lifecycle and resolution context

### Accounts, documents, and public context

Shared workflows are easier to standardize and explain.

- Account dedupe can be previewed before applying merges
- Reusable document templates make repeated release-note and stakeholder-document formats easier to manage
- Public product media, crawler-readable context, and release-note metadata were refreshed
- Connected-source and external automation workflows gained clearer account and source context

Canonical page: https://zentrik.ai/releases/v0-84-1

---

# Idea studies can run richer multi-step reviews.

v0.80.0 · Released 2026-06-25

This release expands idea studies from a single interaction into a fuller research flow. Teams can draft heatmap and question steps, preview and share studies when ready, review participant journeys, and rely on readiness guidance that is clearer about missing context.

## What changed

- Idea studies can combine heatmap and question steps in one draft flow
- Study previews, sharing controls, and response review now follow the participant journey
- Idea readiness now flags missing problem or scope context more honestly
- Team invites, account headers, and dropdown-driven navigation are easier to use

## Build richer idea studies before sharing

Idea studies now support ordered steps instead of a single image prompt. Drafts can include heatmap tasks, follow-up questions, study goals, preview links, and public access settings, so teams can shape a small research flow before sending it out.

- Create study flows with both visual tasks and questions
- Preview and adjust drafts before publishing
- Review responses as a sequence of participant actions

## Readiness signals are more honest about gaps

Idea readiness now treats missing problem or scope context as a gap, not as positive evidence. That makes high scores less likely to stay high when the idea still needs basic definition work.

- Missing context shows up as a warning instead of a quiet pass
- Follow-up questions focus on the gaps that still block evaluation
- Reviewers get a clearer reason for why an idea is not ready yet

## More in this release

### Studies and readiness

Idea evaluation has more structure and clearer gaps.

- Draft studies can include ordered heatmap and question steps
- Study publishing explains what is missing before a draft can be shared
- Response review can inspect clicks, answers, and feedback across steps
- Idea readiness warnings better reflect missing problem or scope context

### Workflow polish

Small fixes make daily navigation and connected workflows steadier.

- Team settings show clearer outcomes after sending invitations
- Account detail headers stay compact with long imported account names
- Dropdown and select navigation no longer leaves the page unclickable after an interrupted close
- Connected-tool setup gives clearer feedback when tag names or tool permissions need attention

Canonical page: https://zentrik.ai/releases/v0-80-0

---

# Workflows recover better when something fails.

v0.76.0 · Released 2026-06-24

This release makes everyday product work more forgiving. Saves, imports, generation steps, and navigation paths across Discovery, initiatives, products, settings, and connected tools now keep more context visible when something needs a retry.

## What changed

- Failed saves and generation steps keep more of the user's work available for retry
- Discovery, initiative, and product navigation paths recover more consistently
- Teams transcript scans can stay partially usable when one part fails
- Connected-tool setup and OAuth callback routes handle edge cases more clearly

## Recovery paths are clearer across daily workflows

Several save, import, and generation flows now preserve more local context and expose clearer retry paths. The focus is simple: when a network request, provider call, or generation step fails, the user should not have to recreate work they already entered.

- Settings, product, initiative, and Discovery edits are easier to retry
- Failed AI-assisted steps leave clearer next actions
- Users spend less time rebuilding interrupted work

## Navigation and source review stay better connected

Discovery overview links, product knowledge review routes, related idea links, initiative document routes, and existing entity references now resolve more predictably. Teams transcript imports also keep useful partial scan results available instead of treating every partial issue as a dead end.

- Source links and related records are easier to follow from review surfaces
- Partial Teams transcript scans still give teams something useful to inspect
- Connected-tool permission and callback flows fail with clearer boundaries

## More in this release

### Recovery and retry polish

Interrupted workflows are easier to resume.

- Settings, product, initiative, backlog, context, feedback, and admin actions keep clearer retry paths
- AI-assisted generation and planning flows surface recoverable failures more consistently
- Manual and connected imports preserve more context after failed actions

### Navigation and connected-tool reliability

Review routes and integration boundaries are steadier.

- Discovery overview taxonomy links open the expected table views
- Existing ideas, insights, and opportunities can show their external References links
- Product knowledge, related idea, and initiative document routes recover more reliably
- Teams transcript scans can keep partial results available
- OAuth metadata, consent, and callback routes handle boundary cases more clearly

Canonical page: https://zentrik.ai/releases/v0-76-0

---

# Airtable joins Discovery imports, and Jira mapping gets stronger.

v0.75.0 · Released 2026-06-23

This release expands connected-source workflows. Teams can import Airtable records into Discovery, map richer Jira fields into product decisions, inspect clearer Teams import diagnostics, and use source IDs in external API responses.

## What changed

- Airtable records can be imported into Discovery with deeper field mapping
- Jira imports can map ordered fields into effort and impact scores
- Jira product mapping uses the full available option set instead of only sampled values
- Teams imports and external API responses expose clearer source context

## More source systems can feed Discovery

Airtable is now available as a connected import source for Discovery, with mapping support designed for real records rather than a narrow template. Jira imports also understand ordered fields for effort and impact scoring and can map products from the full source option set.

- Teams can bring Airtable-based research or product records into Discovery
- Jira scoring fields are easier to translate into Zentrik decisions
- Product mapping is less likely to miss valid Jira values

## Connected-source context is easier to inspect

Teams transcript imports now explain imperfect import states more clearly, and public Insight and Idea API responses include source identifiers for imported records. MCP server instructions also give compatible agents clearer guidance when connecting to Zentrik.

- Import issues are easier to diagnose without guessing what succeeded
- API consumers can reconcile imported records with their source systems
- Connected agents get clearer setup guidance from the server

## More in this release

### Imports and source mapping

Discovery imports carry richer source context.

- Airtable records can be imported into Discovery through a mapped integration flow
- Jira ordered fields can map into effort and impact scores
- Jira product mapping can use the full source option set
- Jira account annotations are handled more reliably during matching

### APIs, agents, and review polish

Connected records and review surfaces are easier to reconcile.

- External Insight and Idea API responses include source identifiers
- Teams transcript imports show clearer diagnostics for imperfect states
- MCP server instructions give compatible agents clearer setup guidance
- Discovery sidebars better contain overflowing content

Canonical page: https://zentrik.ai/releases/v0-75-0

---

# Jira imports map cleanly, APIs keep source IDs, and Discovery stays responsive.

v0.74.0 · Released 2026-06-22

This release tightens connected-tool handoffs and dense review surfaces: Jira project imports keep core mapping fields available, imported records expose source IDs, Discovery stays responsive on taxonomy-heavy pages, and sidebars stay easier to scan.

## What changed

- Jira imports keep core mapping fields such as Components, Priority, and Labels available
- External Insight and Idea API responses include source IDs for imported records
- Discovery stays responsive while loading workspace taxonomy
- Dense Discovery sidebars and Products controls stay easier to scan

## Connected-tool handoffs are easier to reconcile

Jira previews now show complete source facets, and project imports keep core mapping fields such as Components, Priority, and Labels available. External API responses also include the source and integration IDs already stored on imported ideas and insights.

- Teams can choose product mapping with clearer Jira source context
- API consumers can dedupe and reconcile imported records more reliably

## Discovery review stays calmer on dense data

Discovery no longer repeats taxonomy loads on active surfaces, and long tags or metric values stay inside the sidebar. Products search, sort, and create controls now share one compact toolbar.

- Opportunity and record review remains easier to click through
- Dense sidebars and product lists take up less attention

## More in this release

### Integrations and APIs

Imported records and Jira previews carry clearer source context.

- Jira project imports can map from Components, Priority, and Labels
- Jira import facets can expand to show complete source lists
- External Insight and Idea API responses include `externalId` and `integrationId`

### Review and workspace polish

Dense review surfaces stay easier to use.

- Discovery taxonomy loading no longer repeats continuously on foreground routes
- Long Discovery sidebar tags, metrics, and select values stay contained
- Products search, sort, and create actions now live in one toolbar

Canonical page: https://zentrik.ai/releases/v0-74-0

---

# Planning is steadier, settings are simpler, and idea studies open up.

v0.73.0 · Released 2026-06-22

This release makes planning and Discovery review more stable. The roadmap board has clearer cards and safer save behavior, idea records gain a Studies workspace for image-based feedback, Discovery and assistant sidebars load less upfront, and settings pages use a quieter, more consistent shell.

## What changed

- The planning roadmap board has clearer cards, safer drag and drop, and more honest Health and Timeline metrics
- Idea records now include a Studies workspace for image-based feedback and results review
- Discovery Settings is organized into Evaluation, Workflow, and Properties tabs
- Discovery sidebars switch records more reliably and defer assistant work until opened
- Ideas Atlas summarized counts can be opened directly to inspect hidden ideas
- Settings and Capacity pages use a lower-chrome compact toolbar pattern

## Planning is easier to trust during edits

The Now/Next/Later board now uses clearer cards, steadier drag and drop, and optimistic saves that can revert with a message if persistence fails. Health and Timeline views also use more consistent calculations and theme-aware series colors.

- Roadmap edits feel more stable while cards move between lanes
- Failed saves are visible and reversible instead of silently reappearing later
- Planning Health and Timeline views tell a more consistent story

## Ideas can host lightweight feedback studies

Idea records now have a Studies workspace for creating image-based interaction studies, sharing them, tracking status, and reviewing responses. This turns early design or concept feedback into a first-class review path next to the idea itself.

- Product teams can collect feedback without leaving the idea context
- Uploaded images can be reviewed and shared from the study workspace
- Study status and results stay tied to the idea being evaluated

## Discovery and settings pages carry less chrome and less load

Discovery Settings now separates Evaluation, Workflow, and Properties into direct tabs, while settings navigation groups related sections more cleanly. Discovery sidebars remount by record identity and assistant panels lazy-load after the user opens them, keeping heavy chat code out of initial route load.

- Taxonomy and evaluation settings are easier to find
- Record sidebars stay aligned with the selected Discovery record
- Assistant sidebars stop adding unnecessary weight before they are opened

## More in this release

### Planning and idea validation

Planning interactions and idea feedback workflows are more complete.

- The planning roadmap board uses clearer cards and steadier drop targets
- Planning saves can revert failed moves, removals, and returns with a visible message
- Planning Health metrics now use the same positive-impact definition across cards
- Idea Studies support creation, sharing, image upload, status updates, and results review

### Discovery and settings polish

Discovery review and settings navigation are easier to work through.

- Discovery Settings is split into Evaluation, Workflow, and Properties
- Discovery sidebars remount by selected record and avoid stale URL restores
- Assistant sidebars for Discovery, Initiatives, and Roadmap lazy-load after opening
- Ideas Atlas summarized counts can be opened directly
- Settings navigation folds related Definition and Delivery pages into cleaner sections

Canonical page: https://zentrik.ai/releases/v0-73-0

---

# Imported ideas keep clearer product context, and review surfaces are calmer.

v0.72.0 · Released 2026-06-20

This release improves the handoff from evidence into product decisions. Jira idea imports preserve more source and product context, opportunities have stable human-readable IDs for handoffs, Knowledge Intake Review is easier to scan on dense runs, and core record pages load and edit more predictably.

## What changed

- Jira idea imports keep source context and can retry product mapping without re-importing everything
- Jira product mapping can default from Components and pin multiple source values to one Zentrik product
- Opportunities now have stable human-readable IDs for API, agent, and team handoffs
- Knowledge Intake Review is easier to scan on dense, multi-file runs
- Discovery and project pages load less unused detail up front
- Product, account, and initiative records have clearer headers, safer rename behavior, and steadier source navigation

## Imported ideas keep more of their product and source context

Idea imports from Jira now preserve source provenance and can retry product mapping without rerunning the whole import. When Components are available, Zentrik can use them as the default mapping field; teams can also pin multiple source values to one product so related component names intentionally land together.

- Imported ideas are easier to trace back to their source
- Product mapping can be corrected without repeating the full import
- Many-to-one product mapping is explicit before the import runs

## Opportunities are easier to reference outside the UI

Opportunities now carry stable human-readable IDs, so teams and connected agents can refer to an opportunity without depending on an internal database identifier. That makes cross-tool discussion, API use, and follow-up work easier to reconcile.

- Opportunity references are easier to share in team workflows
- Agent and API handoffs can use durable public IDs
- External notes can point back to the same opportunity more reliably

## Knowledge review stays focused on what still needs a decision

The Knowledge Intake Review surface now reads better when a run has many proposed changes or multiple source files. Proposal rationale and source quotes are easier to read, each proposal can show its source file, resolved items collapse into quieter rows, and the apply button always says exactly how many changes will be applied.

- Dense review runs are easier to work through
- Multi-file runs keep source context visible where it matters
- Applied and rejected changes stop competing with pending review work

## Record pages load lighter and stay easier to navigate

Discovery data is loaded more selectively outside Discovery, and project-side entity panels now wait until they are opened. Account, product, and initiative headers are also more consistent on narrow screens, inline rename behavior follows its keyboard hints, and signal source dialogs no longer snap back after the first quote jump.

- Project and record pages do less unused work up front
- Record headers are easier to scan across products, accounts, and initiatives
- Product and initiative title edits save and cancel predictably
- Source quotes remain useful without fighting the reader's scroll position

## More in this release

### Imports, IDs, and knowledge review

Imported ideas and opportunity references carry more useful context, and product-knowledge review is easier to work through.

- Jira idea imports preserve source provenance and can retry product mapping
- Jira idea imports can default to Components-based product mapping
- Per-import value-to-product pins support many-to-one mapping
- Opportunities now include stable human-readable public IDs
- Knowledge review proposals show clearer rationale, source quotes, and source-file context
- Applied and rejected knowledge proposals collapse, while rejected rows can be restored
- Product-knowledge generation follows the product's evidence and vocabulary instead of a fixed template

### Performance and workspace polish

Shared record surfaces are steadier, and non-Discovery pages do less upfront work.

- Non-Discovery routes skip eager Discovery collection loading
- Project entity sidebars load when opened instead of adding weight to the initial page load
- Account Details now uses the shared record header with clearer lifecycle and ARR placement
- Product record titles can be renamed inline, and shared rename keys now save with Enter and cancel with Escape
- Mobile record headers prioritize navigation and actions when space is tight
- Signal source dialogs keep the initial quote jump without snapping back during reading
- Confirmation dialogs, drawers, and context menus use the shared overlay scale for correct stacking

Canonical page: https://zentrik.ai/releases/v0-72-0

---

# More reliable Discovery review and clearer feedback reports.

v0.71.0 · Released 2026-06-19

This release focuses on everyday polish around the surfaces teams use to review and route product evidence. Discovery table views handle delayed responses more reliably, feedback notification emails are easier to scan, and public pages load lighter with optimized imagery.

## What changed

- Discovery tables recover from delayed responses instead of staying on loading or empty states
- Feedback notification emails keep readable labels and line breaks

## Discovery tables stay usable during slow responses

Signals, Insights, Ideas, and Opportunities now handle slow table responses more patiently. If the first page takes longer than expected or the view re-renders while data is still arriving, Zentrik keeps the request path valid and renders the result when it resolves.

- Fewer false empty states while reviewing Discovery data
- Less need to reload when a table response is delayed
- More predictable table loading across the core Discovery review views

## Feedback emails are easier to read

Feedback notification emails now preserve labels and line breaks, so the message reads like a short report instead of a flattened block of text. That makes it easier to understand what was submitted and route it to the right follow-up.

- Submitted feedback is easier to scan from an inbox
- Labels and sections stay readable
- Customer-facing teams can route feedback with less cleanup

## More in this release

### Discovery review

Core Discovery tables handle delayed responses more reliably.

- Signals, Insights, Ideas, and Opportunities tables recover when a delayed response arrives after the view updates
- Slow table loads are less likely to appear as empty results
- Discovery review surfaces need fewer manual reloads when data is still arriving

### Polish and communication

Public pages are lighter, progress display is cleaner, and feedback emails are easier to read.

- Public team photos are self-hosted and optimized
- Shared error artwork is much smaller
- Low-traffic public pages no longer add weight to the first-load experience
- Progress bars clamp over-capacity values cleanly
- Feedback notification emails render labels and line breaks instead of escaped text

Canonical page: https://zentrik.ai/releases/v0-71-0

---

# Opportunity analysis in chat and agents, import receipts across all flows, and larger knowledge imports.

v0.54.0 · Released 2026-06-16

Workspace chat and connected agents can now reason about your opportunities — ranked by score with OKR connections, feasibility, and decision context in the same structured format as idea prioritization. Aha! and Linear imports join Jira in showing completion receipts with counts and direct links to what was created. Knowledge intake accepts files up to 100 MB and whole runs up to 400 MB, with upload and processing progress tracked separately.

## What changed

- Ask chat which opportunities to prioritize and get ranked results with OKR connections and readiness context
- Connected agents and MCP tools can query opportunity scores, OKR coverage, and portfolio rankings
- Aha! and Linear import runs now show completion receipts — counts and links to what was created
- All import flows — Jira, Aha!, and Linear — stack in the same background status panel
- Knowledge intake accepts files up to 100 MB and whole runs up to 400 MB with clear progress throughout
- Account detail pages load reliably on direct navigation and fresh tabs

## Opportunity analysis for chat and agents

Ask the workspace assistant which opportunities to prioritize and it builds a ranked decision slate — expansion scores, OKR connections, feasibility, and decision context drawn from your opportunity taxonomy. The same analysis is available to any MCP-connected agent, so you can build custom workflows on top of scored portfolio data.

- Get ranked opportunities with scores and OKR links from a single chat query
- Ask which opportunities move a specific OKR and see the full supporting context
- Build agent workflows on top of opportunity scores and portfolio rollups

## Import receipts for Aha! and Linear

Aha! and Linear import runs now surface the same completion receipts as Jira — a persistent summary with entity counts and direct links to the signals, insights, and ideas that were created. All active and recently completed runs stack in the same panel in the Discovery sidebar so you can track everything in one place.

- See how many signals, insights, and ideas each import produced
- Click straight to the created entities without navigating away
- All import flows — Jira, Aha!, and Linear — show receipts in one panel

## Knowledge intake scales to full product libraries

Knowledge intake now accepts files up to 100 MB and full runs up to 400 MB across 100 files, enforced before you submit so you know immediately if a batch is over the limit. Upload and processing phases are tracked separately, so you can see where a large intake stands at any moment.

- Import PDFs and documents up to 100 MB without hitting limits
- Runs spanning a whole product library — up to 400 MB — complete reliably
- Upload and processing progress shown separately so you know which phase is active

## More in this release

### Decision intelligence and integrations

Opportunity analysis for chat and agents, import receipts across all flows.

- Opportunity scores, OKR links, and feasibility available to workspace chat agent
- MCP tools: query opportunity scores, OKR coverage, and portfolio rollups from custom agents
- Portfolio queries: rank opportunities by expansion score, by OKR, or filtered to a product
- Aha! import: completion panel with entity counts and direct links to what was created
- Linear import: completion panel with entity counts and direct links to what was created
- All import runs — Jira, Aha!, Linear — stack in the Discovery status panel

### Knowledge and app reliability

Larger knowledge imports, better progress, and reliable account loads.

- Knowledge intake: 100 MB per file, 400 MB per run, 100 files per run — enforced client-side before submit
- Upload and processing tracked separately with visible bounded progress
- Account detail page readiness gated on the account payload, not workspace-wide context
- Opportunity analytics cast syntax corrected — rollup aggregates and OKR groupings work reliably

Canonical page: https://zentrik.ai/releases/v0-54-0

---

# Decision partner chat, multi-product Jira imports, and a faster Discovery overview.

v0.53.0 · Released 2026-06-15

Ask workspace chat to prioritize and it now reasons across your ideas — RICE-ranked, with structured evidence and decision context. A Jira import can map each item to its own product from a field like Components, so one run spans your whole portfolio. The Discovery overview loads with only what it needs on first paint, products load leaner, and several interactions that needed extra effort now work the first time.

## What changed

- Ask chat to prioritize and get RICE-ranked ideas with structured evidence and decision context
- Jira imports can map each item to its own Zentrik product from Components or any chosen field
- Discovery overview first paint loads only critical data; everything else defers until it is needed
- After a Jira import, a panel shows what was created — counts and links to signals, insights, or ideas
- Products load a lean payload; edits save immediately and the sheet closes cleanly
- Discovery sidebar closes with one click; initiative workspace header holds steady during load

## Chat answers build prioritization questions

Ask the workspace assistant to help prioritize and it builds a decision slate — RICE-ranked top ideas drawn from your taxonomy, with evidence from signals and votes, readiness context, and recent decision activity. Answers use entity badges so you can click straight to any idea, account, or insight mentioned.

- Get a prioritized shortlist with evidence behind each idea
- See which ideas have the most demand and which are ready to commit
- Click any idea, account, or insight in the answer to open it

## One import, multiple products

Jira imports can now map each item to its own Zentrik product based on a field you choose — Components is the common case for engineering backlogs. Items with a match land in the right product; everything else falls back to the selected default. You can also let Zentrik create any product it does not find, de-duplicated up front so concurrent imports do not race.

- One Jira query spans your whole product portfolio, not one query per product
- Components or any other field drives the product assignment per item
- New products are created once up front, not raced per item

## Import closes with a summary, not a toast

After a Jira import finishes, a dismissible panel shows what Zentrik did with the data — how many signals, insights, and ideas were created, and direct links to each. Running and failed imports stay visible until you are ready to move on.

- See exactly what came in without navigating away to check
- Links go straight to the created signals, insights, or ideas
- Failed imports stay visible so you know what to retry

## More in this release

### Jira and integrations

Multi-product imports, better field handling, and a complete import flow.

- Components (or any field) maps each item to its own Zentrik product; missing products created once, de-duplicated
- Completion panel stays open after import with counts and links to what was created
- Reporter and Assignee always mappable; signal field suggestions favor customer evidence
- Expired connection prompts to reconnect; legacy OAuth scope checks corrected
- Signal list: quick filters for Jira-sourced signals and signals without insights
- Import dialog sizing refined

### Discovery, products, and the app

Faster loads, cleaner interactions, and the decision partner.

- Decision partner: RICE-ranked ideas with evidence, readiness context, and decision activity
- Discovery overview: only the control-panel query on first paint; taxonomy and other reads deferred
- Products portfolio: lean endpoint, ~3x smaller payload
- Database query timeouts bounded — web requests fail fast instead of hanging
- Product edits save immediately; sheet close clears pointer-events locks
- Discovery sidebar close race fixed — one click now closes a restored sidebar
- Initiative workspace header holds steady during load
- User story priority settings: compact aligned layout

Canonical page: https://zentrik.ai/releases/v0-53-0

---

# Knowledge intake takes a whole folder, the ideas atlas reads truthfully, and chat reasons from more of your evidence.

v0.52.0 · Released 2026-06-15

Product-knowledge intake can now process an entire folder of documents in one run — using each file's own outline for structure — and it stays honest and recovers when the AI service is slow or unavailable. The Discovery ideas atlas treats Size as a visual control, shows every idea (unscored ones included, in edge lanes), and large opportunity trees open again at scale. Workspace chat and connected agents can query your signals and idea votes, and the assistant answers faster and holds its state.

## What changed

- Process a whole folder of product documents in one run, with sections from each file's own outline
- Knowledge intake handles AI outages honestly — stuck runs recover, and files are never marked unreadable on a bad service call
- The ideas atlas shows every idea: count-based views include zero counts, and unscored ideas appear in labeled edge lanes
- Workspace chat and agents can query your signals and answer which ideas have the most vote demand
- Large opportunity trees open reliably again
- Workspace chat responds faster

## Bring in product knowledge a folder at a time

Knowledge intake now processes a whole folder in one run, building sections from each document's own outline and keeping a digest of what came in. When the AI is slow or unavailable, runs say so and offer a retry — files are never marked unreadable because of a service outage, and stuck runs recover on their own.

- Import a folder of documents in one run with sections that follow each file's structure
- AI outages are reported as retriable, not as file errors
- Stuck runs recover without manual intervention

## The ideas atlas shows every idea

Count-based axes used to hide any idea with a zero count, and changing Size or clicking an idea triggered a full refetch. Now the atlas shows every idea — zeros included — Size resizes what's loaded, and ideas without scores appear in labeled edge lanes instead of being excluded.

- Votes, linked insights, and ARR axes actually populate
- Size and axis changes feel instant
- Unscored ideas appear in edge lanes instead of vanishing

## Chat reasons from more of your evidence

Workspace chat and connected agents can now query signals by topic, source, account, product, or status, and answer questions about which ideas have the most vote demand. Responses are faster.

- Ask about signals and get answers tied to their sources and accounts
- Ask which ideas have the most votes, or which accounts are asking
- Faster answers with the same curated context

## More in this release

### Discovery and product knowledge

Folder-scale knowledge intake, a truthful ideas atlas, and Discovery at scale.

- Knowledge intake processes a whole folder in one run, with sections from each file's outline
- Knowledge intake handles AI outages as retriable and recovers stuck runs
- Ideas atlas: count-based axes include zero counts; Size and selection don't refetch
- Unscored ideas appear in labeled edge lanes instead of being hidden
- Opportunity trees load from bounded counts instead of a deep relation chain
- Idea trace layout and saves stabilized
- Discovery section view dropdowns refined

### Chat, agents, and the app

More of your evidence is reachable from chat and connected agents.

- Workspace chat and MCP can query signals by topic, source, account, product, or status
- Chat answers vote-demand questions — top-voted ideas and voting accounts
- Workspace chat responds faster
- Workspace navigation stabilized: header holds state, initiative routing fixed
- Jira import shows only the fields that need your attention
- Settings Team navigation aligned
- Harvest voice input steadier

Canonical page: https://zentrik.ai/releases/v0-52-0

---

# Ideas push back to Jira, and the interface gets a cleaner, more accessible pass.

v0.51.0 · Released 2026-06-14

Jira sync now goes both ways: you can push a Zentrik idea back to its linked Jira issue. A design-system and accessibility pass makes focus, dividers, and overlays consistent and brings every control within reach of the keyboard and screen readers. Idea scoring also reasons about your existing product, not an idea's text alone.

## What changed

- Push a Zentrik idea back to its linked Jira issue — the summary by default, with description and status opt-in
- Idea scoring reasons about your existing product — feature map, personas, KPIs, and mission — instead of treating shipped capabilities as new
- A design-system pass makes focus rings, dividers, and overlays consistent across the app
- Every control is reachable by keyboard and screen reader: icon-only buttons carry names, and focus rings show only for keyboard users
- Curated idea status survives an integration re-import instead of being overwritten
- Imported PDFs and Word documents extract reliably, where some previously came in as garbled text

## Jira sync starts going both ways

Until now the Jira integration only imported. You can now push a Zentrik idea back to its linked Jira issue. The summary goes by default; description and status are opt-in. Status changes use Jira's own workflow transitions, so a status with no available transition is reported rather than forced. Nothing syncs automatically — each push is deliberate.

- Decisions made in Zentrik reach the issue your engineers work from
- You choose what travels: summary, description, status, or just one
- Status respects the Jira workflow instead of writing an invalid value

## Idea scoring understands your product

When Zentrik evaluates an idea, it now reads a structured packet of your product — the feature map, personas, KPIs, tech stack, and mission — rather than the idea's text alone. Scoring reasons about the product boundary you already have, so an idea that overlaps a shipped capability is recognized instead of treated as brand new. Document import also got more reliable, so the knowledge behind that reasoning is cleaner.

- Effort and impact estimates account for what you have already built
- Ideas that overlap existing features are recognized, not double-counted
- Imported documents land as readable text, not garbled extraction

## A cleaner, more accessible interface

A staged design-system pass unified the pieces that drift over time: a named overlay layer, consistent dividers, and a single calm focus ring. Focus rings now appear for keyboard users and stay out of the mouse's way. Icon-only buttons carry accessible names, and dozens of surfaces that were silently transparent now render at the intended opacity.

- The interface reads consistently instead of subtly different per surface
- Keyboard and screen-reader users can reach and identify every control
- Menus and flyouts render solid instead of see-through

## More in this release

### Integrations and Discovery

Two-way Jira sync, product-knowledge grounding, and import reliability.

- Push a Zentrik idea to its linked Jira issue — summary by default, description and status opt-in
- Idea evaluation reads a product-knowledge packet: feature map, personas, KPIs, and mission
- PDFs, Word documents, HTML, and Markdown extract with structure
- Jira import shows which fields it cannot bring across, and supports people-picker fields
- Curated idea status preserved on integration re-import
- Opportunity tree honors the active scope when opened directly

### Interface and accessibility

A pass to make the interface consistent and reachable.

- One consistent focus ring, visible only for keyboard users
- Icon-only buttons carry accessible names
- Menus and flyouts render solid instead of see-through
- Collection, Products, and Roadmap headers aligned with the rest of the app

Canonical page: https://zentrik.ai/releases/v0-51-0

---

# The initiative overview points to the next action, and Discovery suggests what to connect.

v0.50.0 · Released 2026-06-12

The initiative overview now leads with the next action instead of a status report, and Discovery record pages suggest what to link or merge while related evidence sorts by signals, ARR, or score. This release also brings Jira support tickets in as signals and makes the idea and theme atlases ready for real, dense data.

## What changed

- The initiative overview opens with what to do next: lifecycle position, a named next action, and live step progress while generation runs
- Discovery record lanes suggest related records to link and similar records to merge, including when a lane is still empty
- Related insights and ideas sort by linked signals, account ARR, or score, so the most evidenced records appear first
- Record pages open faster and hold steady: idea load time stays flat as relationships grow, and the properties rail no longer jumps while it loads
- Jira Service Management tickets import as support signals, not just ideas, so support evidence flows into insights like any other signal
- The idea and theme atlases are ready for real data: bounded sampling, readable clusters, and honest empty and error states

## The overview points forward

Initiative overviews used to summarize status and leave the next step to you. The rebuilt overview names it. A lifecycle strip shows where the initiative stands, 'Up next' says what would unblock it, and generation jobs report each step while they run. Health rows link straight to the place where each gap gets resolved.

- The next action is on screen, not inferred from a status grid
- Generation progress is visible step by step
- Each health warning links to where it gets fixed

## Lanes suggest the next connection

Discovery record pages now propose work inside each lane. On the focal lane, similar records appear as merge candidates wired to the existing merge flow. On cross-type lanes, unlinked related records show up as suggestions. An empty lane proposes where to start instead of showing nothing.

- Likely duplicates surface in context, without a separate search
- Missing links appear exactly where the connection belongs

## Evidence rises to the top

Long lists of related insights and ideas can now be sorted by linked signal volume, related account ARR, or idea score, with the metric shown beside each row. The sections themselves render as quiet divided rows rather than stacked cards, so a record with hundreds of relations reads like a list.

- The most evidenced or highest-revenue records appear first
- Paging continues under whichever sort is active

## Support tickets become signals

Jira Service Management tickets can now import as support signals instead of only ideas. Selected tickets run through the same pipeline as any other signal, becoming part of the evidence behind insights. Imports add advanced JQL alongside the guided filters, optional signal field mapping, and account mapping.

- Support evidence reaches insights, not just the idea backlog
- Advanced JQL and account mapping fit real customer setups

## More in this release

### Initiative workspace

Navigation and state fixes behind the overview redesign.

- Tabs explain locked sections and show a spinner only while a generation job runs on that section
- The sidebar stays open across tab switches and auto-closes only for immersive document reading
- Creating an initiative lands on the overview instead of a blank route
- Stories keep rendering while they refresh, so returning to the tab no longer shows an empty state
- Loading indicators start idle and only switch on during real fetches
- 'Create milestones' is unavailable while its own generation job is already running

### Discovery, records, and the app

Linking accuracy, record-page reliability, team management, and app-wide polish.

- Link pickers no longer offer records that are already linked
- Account link and unlink changes apply immediately in record sidebars
- Active filters now show as removable chips on the opportunity tree canvas, and hidden evidence is explained with a one-click clear
- A rolling 24-hour window replaces the 'Today' view that reset to zero at midnight
- Starting an analysis run closes the scope chooser and shows full-screen progress on first runs
- Stale signals can be retried from the signals table and the signal sidebar
- Record properties resolve visibility before first paint, removing the layout shift while pages settle
- Team settings are rebuilt around access: a single focused table and a multi-invite dialog that takes several emails at once
- Keyboard focus rings are unified on a calm, accessible style and appear only for keyboard navigation, not after a mouse click
- Workspace record IDs are allocated atomically, preventing duplicate public IDs under concurrent creation

Canonical page: https://zentrik.ai/releases/v0-50-0

---

# Evidence review and record sidebars handle scale gracefully.

v0.49.0 · Released 2026-06-11

A compact release focused on review surfaces that get heavier as workspaces grow. Account evidence filters stay clean as sources multiply, record sidebars page through long related lists instead of loading everything at once, and linking records can search the whole workspace.

## What changed

- Account evidence filters show each source once, with provider logos, and refresh without flashing
- Record sidebars page through long related lists and can search the whole workspace when linking records

## Evidence review holds up as sources multiply

Account evidence filters now show each source once, signal sources display their provider logos, and the toolbar stays steady while results refresh instead of flashing or jumping.

- Filtering evidence by source is cleaner when many tools feed the same account
- It is easier to see at a glance where each piece of evidence came from
- Refining filters no longer makes the page flicker mid-review

## Heavily linked records stay fast

Opportunity, insight, and idea sidebars now show the first related records right away and page through the rest on demand. Linking a record from a sidebar can search and browse across the whole workspace.

- Records with many relationships open quickly instead of stalling on long lists
- Related evidence is still fully reachable, one page at a time
- Search reaches the whole workspace, not just what is already on screen

## More in this release

### Reliability and public site

Interface consistency fixes and public-surface additions.

- Menus inside dialogs stay fully visible instead of getting cut off
- Searchable selectors behave consistently across the app
- Public site adds press coverage and MCP use-case pages

Canonical page: https://zentrik.ai/releases/v0-49-0

---

# Discovery analysis sharpens, and support tickets become account evidence.

v0.48.0 · Released 2026-06-10

This release makes Discovery trends, theme analysis, and Idea Trace easier to read and easier to share. It also connects Zendesk tickets to the right accounts so support activity shows up alongside revenue context, and account pages open faster.

## What changed

- Discovery trends now cover ideas as well as insights, with the same Groups and All lenses
- Theme analysis has clearer scope controls, an ideas atlas view, and a theme map that opens in place
- Idea Trace lays out each stage of the trace in aligned lanes, with steadier panning and zooming
- Discovery trend and theme views can be shared as links that open the same view for teammates
- Zendesk tickets now link to accounts, and imports can follow multiple ticket statuses
- Account pages open faster, showing key details first while metrics load

## Trends and themes meet the question at the right level

Discovery trends now work for ideas as well as insights. The Groups lens shows movement by grouping, the All lens ranks individual records—insights by linked signal volume, ideas by vote demand—so trend review can start where the decision lives. Theme analysis adds clearer scope controls, an ideas atlas view, and a theme map that opens in place instead of pulling you out of the flow. The Discovery overview product movement view was also simplified to read at a glance.

- Trend review can start at the grouping level or the record level without re-filtering
- Idea demand is now visible in trends, not just insight activity
- Theme exploration keeps its scope visible and editable while you work

## Idea Trace becomes a steadier review workspace

Idea Trace now lays out each stage of the trace in aligned lanes, keeps the active scope visible while you move, and pans and zooms predictably along the path from idea back to customer signal.

- The path from solution concept to evidence is easier to follow visually
- Moving around the trace no longer loses your place or your zoom level
- Review scope stays visible while you navigate

## Discovery findings travel by link

Trend views and theme drill-ins can now be shared as links. Whoever opens the link lands on the same lens, scope, and drill-in state instead of the default page.

- Findings can be shared in a message and reviewed in the same context
- Returning to a saved analysis view picks up where you left off
- Less time re-narrating how to reproduce a view in reviews

## Support tickets join the account evidence picture

Zendesk signals now link to the accounts they belong to, and ticket imports can follow multiple ticket statuses at once. Support activity becomes part of the same account evidence teams already use for prioritization.

- Account review includes what customers are telling support, not just sales and research
- Teams can import the ticket states that matter to them rather than a single status
- Evidence-based prioritization draws on a wider slice of customer reality

## More in this release

### Discovery and integrations

Smaller fixes that keep Discovery review and connected tools dependable.

- Discovery overview product movement view simplified
- Integration catalog grouped around discovery and delivery tools
- Insight sidebar links open reliably
- Prototype dialog closes after saving an external reference

### Workspace and navigation

Smaller workspace polish and routing cleanup.

- Settings opens to user management first
- Invitation emails show opportunity value reliably

Canonical page: https://zentrik.ai/releases/v0-48-0

---

# Discovery review stays aligned from trends to trace.

v0.47.0 · Released 2026-06-08

This release keeps Discovery filters, trends, theme analysis, and Idea Trace pointed at the same review scope. Insight evidence is easier to scan, Workspace Context is easier to narrow for multi-product teams, and idea review can pick up effort and impact suggestions without getting in the way.

## What changed

- Search and filters in Discovery now apply across tables, Insight Trends, and theme or cluster views
- Insight Trends adds a Groups and All lens so movement is easier to read at the grouping level that fits the question
- Idea Trace is steadier when moving between ideas, with clearer layout and canvas controls along the path from idea to signal
- Insight sidebars include a signals digest so linked customer evidence is easier to scan without opening every record
- Workspace Context uses a familiar toolbar with cards or table view, plus product, type, and status controls for multi-product work
- Ideas can receive suggested effort and impact scores in the background while review work continues

## Filters and trends match the scope you are reviewing

When filters change in Discovery, tables, Insight Trends, and theme or cluster analysis now follow the same scope. Trend views can switch between grouped and all activity, analysis counts reflect what is actually filtered, and it is easier to recover when a filter set hides everything.

- Charts and tables are less likely to disagree about what is in scope
- Trend review can start at the grouping level that matches the decision
- Filtered analysis shows counts that match the records you are reviewing

## Trace and digest make evidence easier to follow

Idea Trace received a layout and loading pass so moving between ideas does not leave stale signal counts or awkward canvas behavior. Insight review now includes a signals digest in the sidebar for a quicker read of linked customer input.

- Idea Trace is easier to read from solution concept back to customer signal
- Canvas controls stay reachable while you move through the trace
- Linked evidence is easier to scan before opening each source record

## Workspace Context scales when products multiply

Workspace Context now uses a toolbar-first layout with cards or table view, product and type filters, and status sorting—closer to how teams already work in Accounts.

- Multi-product PMs can narrow context without a separate filter maze
- Table and card views support different review habits on the same data
- Status sorting makes it easier to see what needs attention first

## Idea review loses fewer silent failures

Zentrik can suggest effort and impact scores for ideas in the background while you keep reviewing. When promotion or deletion does not succeed, the product now says so plainly instead of letting the action look finished.

- Suggested scores arrive without interrupting review flow
- Failed deletions are visible instead of quietly ignored
- More configured idea statuses can move forward into promotion when the workflow allows

## More in this release

### Discovery and integrations

Scope, evidence, and connected-tool polish across Discovery review.

- Themes sidebar stays in control when opening shared Discovery theme links
- Linked signal evidence loads reliably again for insights
- Jira status and tag mapping added for Discovery idea imports
- Idea follow-up questions refresh after effort and impact scoring finishes
- Idea promotion expanded for more configured statuses
- Failed idea deletions now surface an error instead of appearing to succeed
- Discovery tables refresh after deletes
- Discovery sidebar sticky sections and status controls improved
- Discovery record page initialization fixed

### Workspace, website, and reliability

Navigation, account review, and public-surface polish.

- Workspace selector search autofocus and keyboard navigation improved
- Account sidebar filters and pagination added
- Linked ARR display stabilized across account surfaces
- Initiative trace loading improved
- Workspace home launchpad hover behavior polished
- Initiatives and public landing pages use clearer traceability-oriented visuals
- Integration import dialogs and searchable selectors polished

Canonical page: https://zentrik.ai/releases/v0-47-0

---

# Delivery sync and Discovery context are easier to trust.

v0.46.0 · Released 2026-06-05

This update tightens the handoff between Discovery, planning context, and delivery systems. Delivery sync destinations are clearer, Discovery review carries stronger business context, workspace context ties more clearly into product knowledge review, and workspace and Jira selectors are easier to search.

## What changed

- Delivery sync destinations are easier to choose and review before work leaves Zentrik
- Discovery themes and idea review now preserve more ARR, impact, effort, and scope context
- Workspace Context and product knowledge review are easier to work through in the same flow
- Workspace and Jira project selectors are easier to search in larger environments

## Delivery sync is clearer before handoff

Delivery sync destination setup received a refinement pass so teams can better understand where product work will go before syncing it into downstream systems.

- Teams can choose delivery destinations with more confidence
- Handoff setup is easier to review before work moves out of Zentrik
- Product context is less likely to be routed to the wrong destination

## Discovery review keeps more business context

Discovery themes regained linked ARR context, idea tables can show impact and effort, and idea trace filters now stay scoped correctly during review.

- Theme review can include commercial weight alongside customer evidence
- Idea prioritization is easier to scan from the table surface
- Trace views are less likely to mix records outside the intended scope

## Product knowledge stays tied to workspace context

Teams updating product knowledge can work in closer alignment with Workspace Context, so changes to how Zentrik understands your product are easier to review before they shape Discovery work.

- Product context updates are easier to review alongside workspace knowledge
- Teams can catch mismatches between product knowledge and workspace scope earlier
- AI-assisted context stays easier to govern without guessing what changed

## Large workspaces are easier to navigate

Workspace selection and Jira project picking now support smoother search behavior. This matters most once teams have enough workspaces, projects, or connected-tool options that manual scanning slows them down.

- Users can find the right workspace faster
- Jira setup is less dependent on scrolling through long project lists
- Connected-tool configuration feels more reliable at scale

## More in this release

### Discovery and product context

Updates that keep business context, trace scope, and product knowledge review easier to inspect.

- Linked ARR context restored for Discovery themes
- Idea impact and effort columns added for Discovery review
- Idea trace scope filters fixed
- Workspace Context connected to product knowledge review

### Delivery and navigation

Workflow polish for delivery sync and larger connected-tool environments.

- Delivery sync destination setup refined
- Workspace selector search added
- Jira project picker search polished

Canonical page: https://zentrik.ai/releases/v0-46-0

---

# Product knowledge and Discovery evidence are easier to review.

v0.45.0 · Released 2026-06-03

This release gives teams a more deliberate way to bring source-backed product knowledge into Zentrik, then review what changed before it shapes future work. It also improves the workspace launchpad, Discovery source review, Jira idea imports, and connected-tool selectors so product context is easier to inspect and route across the systems teams already use.

## What changed

- Source-backed product knowledge can be reviewed, edited, and applied with clearer evidence
- Workspace home now surfaces Discovery signals and product context entry points more clearly
- Discovery imports and evidence review are stronger across Jira fields, signal sources, transcripts, and linked records
- Jira, Linear, Aha, and backlog import and export selectors are easier to search

## Product knowledge gets a review loop

Teams can bring product knowledge into Zentrik with source evidence, review proposed changes, edit the proposal, understand conflicts, and apply accepted updates. The goal is to make product context feel inspectable and governed instead of silently accumulated.

- Product knowledge updates can be checked against their sources before they shape AI work
- Conflicting context is easier to spot and resolve
- Teams can refine proposed updates before applying them to the workspace

## Workspace home points to the right product work

The workspace launchpad now does more to surface Discovery signals and product context entry points. Opening a workspace should give teams a clearer read on where evidence, context, and next actions are waiting.

- Teams can move into Discovery review with less navigation overhead
- Product context is easier to find from the first workspace screen
- The launchpad better reflects the work happening inside the workspace

## Discovery evidence review is more usable

Discovery gained Jira score-field mapping for idea imports, clearer signal and transcript source presentation, better retry feedback when linked evidence is still loading, and fixes for trend totals and opportunity tree relation counts.

- Imported Jira ideas can carry effort and impact context into review
- Source evidence is easier to inspect from Discovery records
- Reviewers get clearer feedback when related evidence is not ready yet
- Trend windows and relationship counts are more trustworthy during review

## Connected-tool workflows are easier to search

Selectors across Jira, Linear, Aha, and backlog import and export flows now behave more consistently for searchable lists. That matters when teams have enough projects, fields, or destinations that scrolling through a static menu becomes slow.

- Setup and import flows are faster in larger connected-tool workspaces
- Teams can find the right project, field, or destination with less trial and error
- Backlog handoffs are easier to configure without losing product context

## More in this release

### Product knowledge and Discovery

User-facing improvements for product context, source evidence, imports, and Discovery review.

- Source-backed product knowledge intake with review, proposal editing, conflict handling, source evidence, and apply flows
- Workspace home launchpad polish with richer Discovery signals and product context entry points
- Jira score field mapping for Discovery idea imports, including effort and impact mapping controls
- Improved signal source viewing and transcript source presentation across Discovery records
- Clearer retry feedback when linked insight signals are still loading or unavailable
- Trend summary window totals fixed for Discovery reporting
- Opportunity tree relation counts fixed

### Connected tools and reliability

Smaller fixes for connected-source workflows, examples, and platform steadiness.

- Searchable selectors improved across Jira, Linear, Aha, and backlog import and export workflows
- Gong transcript source formatting fixed
- Pendo NPS rating copy aligned in signal examples

Canonical page: https://zentrik.ai/releases/v0-45-0

---

# Workspace switching and connected-tool setup feel steadier.

v0.40.0 · Released 2026-06-02

This compact release keeps workspace context in place when switching between workspaces, fixes product-scoped Discovery movement drilldowns, and makes connected-tool setup surfaces clearer. Behind the scenes, connected-tool checks, product email rendering, and uploaded-file follow-ups are more reliable.

## What changed

- Workspace switching now keeps the selected workspace through the transition
- Discovery movement drilldowns and connected-tool setup flows behave more predictably

## Workspace switching keeps you in the right context

When a user switches workspaces, Zentrik now records that selection before the page transitions. This makes the handoff more reliable and reduces the chance of landing back in the previous workspace.

- Teams are less likely to lose their intended workspace context
- Switching between workspaces feels more predictable
- The selected workspace is carried more clearly into the next view

## Discovery and connected-tool setup are calmer

Product-scoped movement drilldowns in Discovery now keep the right product context, and connected-tool setup surfaces received copy and presentation cleanup so follow-up paths are clearer.

- Discovery drilldowns stay aligned with the product a team is reviewing
- Connected-tool setup and empty states are easier to understand
- Provider presentation is more consistent across public docs and in-app setup

## More in this release

### Workspace and review flow

Small but visible fixes that keep users in the right context.

- Workspace selection is retained during workspace switching
- Product-scoped Discovery movement drilldowns keep their product context
- Integration follow-up language and setup paths are clearer

### Connected-tool reliability

Reliability improvements for integrations and setup flows.

- Integration marketplace, setup, empty state, and public docs surfaces use more consistent provider presentation
- Product email rendering is more reliable
- Gong connection checks better stay scoped to the current workspace
- Uploaded knowledge files have more resilient follow-up handling after upload

Canonical page: https://zentrik.ai/releases/v0-40-0

---

# Pendo feedback, account signals, and planning surfaces are cleaner.

v0.39.0 · Released 2026-06-01

This release makes Pendo NPS feedback more useful inside Zentrik and tightens the product surfaces teams use to review it. Survey responses can be imported with account links, Discovery record pages load with clearer context, and initiative, OKR, and planning surfaces are easier to scan.

## What changed

- Pendo NPS responses can be imported, linked to accounts, and reviewed with clearer survey presentation
- Discovery entity pages now show richer external-link context and feel faster when moving between records
- Overview insight details open faster, with less waiting while reviewing customer evidence
- Initiative tables, project detail surfaces, OKR impact views, and planning controls are easier to scan

## Pendo feedback can connect to accounts

Pendo NPS responses now have a clearer path into Zentrik. Imported survey responses can link back to accounts, use survey-specific presentation, and participate in account review alongside other customer evidence.

- NPS feedback can support account-aware prioritization instead of sitting in a separate tool
- Teams can inspect survey context with clearer source and account presentation
- Account pages gain another signal source for understanding customer demand

## Discovery record pages carry more context

Discovery entity record pages now load more steadily and expose external links in a clearer section. Moving between related records should feel less repetitive, especially in workspaces with more customer evidence.

- Record review feels faster and less repetitive
- External source context is easier to find from the full-page view
- Teams can move across signals, insights, ideas, and opportunities with fewer loading interruptions

## Overview detail loading is faster

Discovery Overview now opens insight detail with less waiting between summary and source context. This matters during dense review sessions where teams move from a rollup into specific evidence repeatedly.

- Reviewers spend less time waiting on detail panes
- Evidence checks feel closer to the summary that prompted them
- Large workspaces get a smoother path from overview to source context

## Planning surfaces are more coherent

Initiative tables, project details, OKR impact displays, status planning views, and create-dialog behavior received a broad polish pass. The goal is to make planning work feel as considered as the newer Discovery surfaces.

- Planning rows and actions are easier to scan
- OKR impact context is more consistent across surfaces
- Creating and reviewing initiatives has fewer one-off UI behaviors

## More in this release

### Feedback and review workflows

Updates that make imported feedback, Discovery review, and planning surfaces easier to use.

- Pendo NPS survey import support with account linking and clearer sync feedback
- Clearer survey presentation for Pendo NPS responses
- Discovery entity record pages with clearer external-link sections and improved context loading
- Faster return visits to Discovery records that share workspace context
- Faster Discovery Overview insight detail loading
- Initiative tables, project details, OKR impact UI, status planning views, and create-dialog behavior polished

### Quality and platform polish

Lower-level quality, consistency, and reliability updates.

- Taxonomy selection no longer scrolls the app shell unexpectedly
- Signal import plan-gate layering fixed in Discovery import flows
- Unified provider icon presentation across import, export, account, Discovery, marketing, and workspace surfaces
- General platform reliability updates

Canonical page: https://zentrik.ai/releases/v0-39-0

---

# Discovery review is faster, clearer, and easier to narrow.

v0.38.0 · Released 2026-05-31

This release focuses on the day-to-day Discovery review loop. Opportunity trees open more reliably, source context is easier to inspect from signals, relation-count filters help teams narrow dense tables, idea promotion is steadier, and taxonomy and sidebar surfaces received focused cleanup.

## What changed

- Opportunity trees open with better initial framing and restored promoted-initiative context
- Discovery now has a unified source viewer for inspecting signal context
- Relation-count filters help teams find records with or without supporting links
- Idea promotion, taxonomy, and sidebar behavior are steadier during review

## Opportunity trees are easier to enter

The opportunity tree first-open experience now frames the graph more reliably and restores promoted initiatives where they belong. Tree selection and initial layout behavior were tightened so teams can start review without first fighting the canvas.

- Teams get to the relevant part of the tree faster
- Promoted initiative context stays connected to the opportunity story
- Tree review feels steadier in larger Discovery workspaces

## Signal source context is easier to read

A unified signal source viewer makes source evidence easier to inspect from Discovery. Provenance links, source access, product scope, and validation paths were tightened so imported records keep more of the context reviewers need.

- Reviewers can understand where evidence came from without unnecessary detours
- Imported records retain clearer product and source context
- Technical teams get more predictable behavior from connected-source and API imports

## Dense review tables are easier to narrow

Discovery tables gained relation-count filters and min/max count handling, along with fixes for header layout, sparse row spacing, and long signal table values.

- Teams can find records that need linking or have strong supporting context
- Large tables are easier to scan without overflow or filler-row noise
- Review controls behave more consistently across Discovery surfaces

## Promotion and taxonomy review are calmer

Idea promotion now has clearer action state and better preservation of promoted answers and question context. Taxonomy surfaces, sidebar restoration, entity record blockers, and record detail rails also received focused cleanup.

- Validated ideas can move into initiative work with fewer interruptions
- Teams keep more of the context gathered during idea review
- Taxonomy review feels more deliberate
- Sidebars are less likely to reopen at the wrong time
- Full-page record review has clearer context and fewer blockers

## More in this release

### Discovery review

Workflow changes for reviewing opportunities, signals, ideas, and taxonomy.

- Opportunity tree first-open behavior and promoted initiative restoration
- Unified signal source viewer for Discovery records
- Discovery relation-count toolbar filters
- Idea promotion action-state and entry-point refinements
- Taxonomy overview and taxonomy studio polish
- Discovery entity record page blockers, detail rail, and full-page context hardening
- Discovery sidebar restore stabilization

### Reliability and polish

Smaller quality updates for imports, tables, layout, and public surfaces.

- Discovery overview movement drilldown fixes
- Signal product scope, link selection, and insight pipeline reliability improvements
- Pendo NPS responses can be stored with account links
- External signal API behavior and signal intake reliability improvements
- Shared table action patterns and OKR impact components
- Shell navigation breakpoint alignment
- Careers page design quality improvements
- Reliability improvements across signal, Discovery, account, workspace, idea promotion, and opportunity tree behavior

Canonical page: https://zentrik.ai/releases/v0-38-0

---

# Ideas, accounts, and customer signal are closer together.

v0.37.0 · Released 2026-05-26

This release tightens the loop between customer-facing idea collection, account-aware prioritization, and day-to-day Discovery review. Ideas now carry richer working context, demand trends, attachments, ownership, and status review. Account context is easier to inspect across signals, insights, ideas, opportunities, Gong, Salesforce, and rollups. Integration, API, and MCP surfaces also moved forward so product context can keep traveling into the systems where teams already work.

## What changed

- Ideas can now carry briefs, clarifying questions, assignees, custom statuses, attachments, Kanban review, and vote trends over time
- Customer-facing portal and idea import paths now preserve more product, status, vote, contact, account, and taxonomy context
- Account and Linked ARR context is easier to inspect across signals, insights, ideas, opportunities, account pages, Gong, and Salesforce workflows
- Discovery review gained calmer trend, import, snooze, hidden-insight, Evidence Atlas, and tree controls for teams reviewing large signal sets
- Jira, Teams, Gong, Salesforce, Pendo, External API, and MCP surfaces all moved closer to a practical connected workflow

## Ideas became a working surface

Ideas can now hold more of the context a PM needs while deciding what should happen next: generated briefs, clarifying questions, assignees, custom statuses, attachments, linked evidence, and a Kanban view for status review. A new idea demand trends view shows vote momentum over time so portal demand does not stay trapped in a flat backlog.

- Product teams can review customer demand without separating the idea from its supporting evidence
- Portal votes become a trend signal, not just a lifetime count
- Supporting files, exports, screenshots, and notes can stay attached to the idea being evaluated

## Portal and idea migration work is less lossy

The Ideas Portal now supports more of the customer-facing replacement path: product-scoped portals, customer-prefix access, SSO launch paths, portal branding, visible requests, simple voting, taxonomy-scoped submission and browse controls, and header access from Discovery when configured. Idea imports also preserve more workflow status, votes, creator, contact, domain, and account context.

- Teams moving from an existing idea system can preserve more of the context they already rely on
- Different products can expose different portal scopes and request language
- Customer-facing votes and internal idea review can meet in the same Discovery graph

## Account context is easier to trust

Signals, insights, ideas, opportunities, and account pages now carry richer account links, Linked ARR context, source icons for inherited relationships, portal-user and vote metrics, and clearer related-record rollups. Gong imports can match calls back to accounts, and Salesforce account linking supports search, inspection, selected-field linking, external account links, and safer re-imports.

- Prioritization can show which accounts are behind a pattern instead of only what was requested
- Inherited account relationships are easier to inspect and explain
- Salesforce and Gong can support account-aware Discovery instead of creating orphan evidence

## Discovery review is calmer at scale

Discovery gained more review controls for teams working through large evidence sets: trend actions, flexible trend windows, source-type filtering, copyable summaries, feedback and approval actions, snoozed and hidden insight handling, import review for call sources, scoped analysis input, Evidence Atlas polish, and better tree and trace navigation.

- Weekly review can happen from the same surfaces where new patterns appear
- PMs can reduce noise without losing the trail back to source evidence
- Large workspaces have more ways to narrow review before committing records to the graph

## More connected paths for technical teams

Integration and technical surfaces continued to expand. Teams have stronger paths around Jira import reliability, Teams calendar transcript selection, Pendo setup, External API context documents and OKRs, and MCP tools for Discovery review and initiative operations.

- Existing systems can feed Zentrik without forcing a wholesale workflow change
- Technical evaluators have more concrete API and MCP surfaces to inspect
- Product context can travel into agent and delivery workflows with less manual copying

## More in this release

### Additional updates

- Idea briefs, clarifying questions, assignees, custom statuses, and Kanban review
- Idea attachments with safe text preview, download, rename, delete, and drag-and-drop support
- Idea demand trends with activity and total lenses, status filtering, taxonomy filtering, and vote momentum
- Ideas Portal product scopes, customer-prefix access, SSO launch paths, branding, taxonomy controls, visible requests, and header access
- Idea import status mapping, vote import, creator attribution, organization-domain matching, and account/contact/domain backfill controls
- Account links, Linked ARR context, source icons, related rollups, portal-user counts, vote metrics, and account table polish
- Gong account matching and Salesforce account linking with search, inspection, external links, and safer re-imports
- Discovery Trends review actions, source filters, stable colors, loading polish, and copyable summaries
- Import review, scoped analysis, Evidence Atlas polish, trace navigation, snoozing, and hidden insight visibility
- Teams calendar transcript selection, Jira OAuth hardening, Pendo setup, and expanded External API and MCP context surfaces
- Plan-limit copy, session reliability, dark-mode table row contrast, assignee sorting, and import dropdown layering polish

Canonical page: https://zentrik.ai/releases/v0-37-0

---

# Review faster, load less, keep the context moving.

v0.36.0 · Released 2026-05-05

This week was about reducing the drag around daily Discovery work. Trends now behaves more like a review surface, with actions for opening, approving, rejecting, giving feedback, and copying a short brief. Discovery also loads large insight and idea sets more carefully, tree navigation is calmer, saved narratives recover more reliably, and workspace feedback is easier to send from inside the product.

## What changed

- Trends review actions: open, approve, reject, give feedback, and copy review briefs
- Insights, ideas, trends, and linking queries now load more efficiently in larger workspaces
- Opportunity tree interaction is cleaner, with entity clicks and a less intrusive default canvas
- Workspace and entity feedback surfaces make it easier to tell us what is working or missing

## Trends as a review queue

Trends now lets you act on the insights it surfaces. You can open the top records, approve or reject them, send feedback, and copy a compact review brief that captures the trend window, source scope, and strongest signals.

- Weekly signal review can happen from the same place you spot the trend
- A short brief is ready for a teammate or stakeholder without rewriting the chart
- Feedback reaches the team with the exact record attached

## Large Discovery workspaces feel lighter

Insights, ideas, trends, and relationship-linking paths now defer more work and use simpler queries. That matters once your workspace has enough records that opening Discovery should not mean waiting on every entity before you can start reviewing.

- Faster first interaction on busy workspaces
- Less redundant loading while switching between Discovery views
- More reliable background linking between related insights and ideas

## Tree and narrative polish

Opportunity tree behavior is easier to use during inspection: records are clickable, the minimap is hidden by default, and narrative loading is steadier. We also tightened narrative generation copy and fixed cases where saved narratives were not restored correctly.

- Less canvas noise while reading the graph
- Faster movement from a tree node to the underlying record
- Saved evidence narratives are less likely to disappear from view

## Feedback closer to the work

You can now report feedback on entities, and the workspace includes a periodic feedback prompt for product experience, support, and help requests. This is meant to keep product feedback specific instead of making people leave the workflow to write a generic message.

- Easier to report a wrong or confusing generated record
- Support requests include workspace context
- Feedback lands while the example is still fresh

## More in this release

### Additional updates

- Trends review actions for opening, approving, rejecting, giving feedback, and copying briefs
- Shared record context actions for admin and Discovery tables
- Deferred insight and idea loading
- Simpler Discovery trends and insights queries
- More efficient insight-idea relationship worker queries
- Opportunity tree entity clicks and default minimap cleanup
- Saved narrative loading fixes
- Entity feedback dialog
- Weekly workspace feedback prompt
- Trial status moved into the navigation bar
- Settings capacity copy clarified
- Discovery subheader layout bleed fixed

Canonical page: https://zentrik.ai/releases/v0-36-0

---

# The Integration Hub is open.

v0.35.0 · Released 2026-04-28

Product context gets fragmented fast: calls, tickets, docs, delivery tools, prototype tools, and agent setup all pull the PM in different directions. This sprint brought that work into a clearer Integration Hub, added more import paths into Discovery, expanded builder and MCP setup guidance, and made plan and trial status easier for admins to understand before they hit a limit.

## What changed

- Integration Hub brings source imports, work tools, builder handoffs, and MCP setup into one place
- Jira-based idea records, standard Jira issues, Linear issues, and workspace email can feed Discovery
- Billing, trials, plan limits, checkout, and promo support are clearer for admins
- Public pricing, compare, ship-faster, and integration pages now tell the product story more cleanly

## One hub for source, work, and builder flows

The integration surface now does more than list logos. It explains what each connection is for, where the connected data goes, and which workflows it supports. That includes evidence sources, context systems, work systems, builder handoffs, and MCP setup paths.

- Admins can see how an integration is meant to be used before connecting it
- Teams can route call, ticket, doc, and issue data into the right Zentrik surface
- Builder handoffs start from product context instead of a blank prompt

## More ways to import work into Discovery

Discovery can now import from Jira-based idea records, standard Jira issues, Linear issues, and an admin-managed workspace mailbox when those sources are configured. The source picker was updated so teams start with the connected systems available in their workspace, then fall back to notes, files, or pasted text.

- Existing issue and idea backlogs can become part of the product graph
- Forwarded customer emails can enter Discovery without each user wiring an inbox
- The import flow reflects the workspace's actual setup

## Plans, trials, and limits are easier to understand

Billing now has clearer workspace plan data, trial messaging, plan-limit feedback, Stripe checkout paths, and promo support. The goal is simple: admins should know what capacity they have and what to do when the workspace needs more.

- Capacity limits show up closer to the action that hits them
- Trial status is visible without a separate banner taking over the workspace
- Checkout and promo paths are ready for teams moving from evaluation to paid use

## The public story matches the product better

The public site now has sharper pricing, compare, AI builder, and integration surfaces, along with the PM stack essay that explains why Zentrik is built around decisions and product context rather than artifact storage.

- Buyers get a clearer explanation of what the product is for
- Integration setup docs are easier to find
- The public narrative now lines up with the in-app Integration Hub

## More in this release

### Additional updates

- Integration Hub launch copy, setup routing, and public integration docs
- Jira-based idea and issue imports into Discovery
- Linear issue imports into Discovery
- Admin-managed email mailbox intake for Discovery signals
- Integration source picker for connected Discovery imports
- Product feature tools exposed through MCP
- MCP setup guidance for Cursor, Claude, and Codex-style clients
- Billing with Stripe checkout
- Trial tier, pilot tier, usage window, and plan-limit messaging
- Promo code support
- Public pricing, compare, landing, about, and ship-faster page refinements
- PM stack essay published

Canonical page: https://zentrik.ai/releases/v0-35-0

---

# More customer conversations can become evidence.

v0.34.0 · Released 2026-04-21

This sprint widened the path from real customer conversations into Discovery. Fathom and Microsoft Teams imports joined the source lineup, Google Picker made document selection more precise, signal processing became easier to track, and narrative evidence controls became safer when teams review what should or should not support an opportunity.

## What changed

- Fathom and Microsoft Teams transcript imports bring more customer calls into Discovery
- Google Picker makes Drive and Docs context selection more precise
- Signals now have clearer async import and processing feedback
- Opportunity narratives and trees handle imperfect evidence sets more gracefully

## Fathom and Teams join transcript intake

Teams that record customer conversations in Fathom or Microsoft Teams can now bring those transcripts into Discovery when the workspace connection supports it. The importer lists available meetings, imports selected transcripts, and processes them into signals for analysis.

- Customer calls do not need to be manually pasted after every meeting
- Teams using Microsoft 365 or Fathom can keep their existing call workflow
- Imported conversations enter the same signal pipeline as other sources

## Google Docs selection gets more deliberate

Google Picker support lets teams choose specific Drive and Docs files for context instead of treating the integration as a broad document dump. That matters when only some upstream docs should influence planning, discovery, or initiative work.

- Less accidental context from irrelevant documents
- Cleaner handoff between Google Docs and Zentrik documents
- Better setup for teams that still collaborate upstream in Docs

## Signal processing is easier to follow

Signals gained an async table and clearer loading behavior so import jobs do not feel like a black box. Large Discovery views also received performance work around overview loading, ideas loading, and table calls.

- You can see more clearly what is processing
- Discovery overview and ideas views load with less blocking
- Longer-running imports are easier to reason about

## Evidence review is safer

Opportunity narratives now handle linked and unlinked evidence more cleanly, and opportunities can appear in the canvas even before every expected link exists. That helps teams start from partial evidence without forcing the graph to pretend it is complete.

- You can review narratives without keeping questionable evidence attached forever
- Opportunity tree work can begin before every relationship is perfect
- Evidence cleanup is less likely to break the view

## More in this release

### Additional updates

- Fathom conversations import
- Microsoft Teams transcript import
- Google Picker for Drive and Docs selection
- Signals async table
- Opportunities without links can appear in the canvas
- Narrative evidence linking and unlinking fixes
- Overview insights load with better performance
- Dynamic idea loading in Discovery overview
- Discovery performance fixes
- Soft limits for signal and initiative creation
- Accounts available through MCP
- Clipboard feedback standardized across documents and links

Canonical page: https://zentrik.ai/releases/v0-34-0

---

# The graph is becoming easier to connect and operate.

v0.33.0 · Released 2026-04-14

This sprint connected more external systems to the product graph and made the technical setup path more concrete. Linear, CSV, account-aware API linking, richer MCP context, and public setup docs all moved forward. At the same time, Discovery overview, tabs, loading states, and the new workspace command center made the product less dependent on one large table.

## What changed

- Linear and CSV imports give teams more practical paths into Discovery
- External API signal linking now carries richer account and taxonomy context
- MCP and public setup docs became concrete enough for technical users to follow
- Workspace home and Discovery navigation now surface the work in a more usable shape

## More paths into Discovery

Linear imports, CSV import preview, and improved source labeling give teams more ways to bring existing product demand into Zentrik. The goal is not to make every source look the same, but to route each source into the graph with enough context to review it.

- Imported records can be reviewed before they become clutter
- Issue and CSV-based workflows are no longer outside the graph
- Source labels are clearer when you inspect records later

## Account-aware API context

The external API can now link signals with account context more reliably, and related responses expose more of the information technical teams need to debug and automate ingestion.

- Programmatic signal import can preserve customer context
- Imported evidence is easier to tie back to commercial weight
- Technical teams have clearer contracts when wiring custom systems

## MCP and docs take shape

MCP moved beyond a prototype into a documented setup path, with OAuth work, client compatibility, product context, personas, insights search, and public guides for Cursor and related clients.

- Agents can start from structured product context instead of pasted notes
- Technical users have a setup guide instead of tribal knowledge
- Product, personas, and insight context are easier to retrieve

## A better operating surface

Workspace home gained a command-center foundation, while Discovery tabs, headers, loading states, and mobile behavior were tightened. The app now does more to show where the work is before asking you to choose a table.

- Opening a workspace gives a faster read on what needs attention
- Discovery navigation is easier on smaller screens
- Loading states communicate progress instead of leaving blank space

## More in this release

### Additional updates

- Linear integration and issue import foundation
- CSV import preview for Discovery records
- Product selector for Linear imports
- Account-aware external API signal linking
- Taxonomy and field context included in imports
- Insights search
- MCP OAuth, client compatibility, and product context tools
- Cursor and Claude MCP setup documentation
- Workspace command center foundation
- Discovery tabs, header, loading, and mobile improvements
- Pricing page and public plan data foundation
- Public docs restructure and integration guides

Canonical page: https://zentrik.ai/releases/v0-33-0

---

# Discovery is easier to navigate, share, and trust.

v0.32.0 · Released 2026-04-06

The first sprint after traceability focused on making the product graph feel less like a hidden data model and more like a place teams can work. Discovery now has clearer navigation and empty states, records can open directly, ARR follows inherited account relationships, and narrative evidence is easier to reach from the opportunity surface.

## What changed

- Discovery navigation now has clearer tabs, view state, empty states, and a focused New menu
- Signals, insights, opportunities, ideas, and narratives have direct record paths
- Account and ARR context now follows inherited links across insights, ideas, and opportunities
- Opportunity narratives are easier to open from the sidebar and tree flow

## Discovery has a steadier shell

Discovery now holds its place better as you move between overview, signals, insights, opportunities, ideas, analysis, trends, trees, and traceability views. The navigation model preserves more URL state, the mobile tab selector is clearer, the New menu matches the current surface, and first-run empty states point teams toward the right next import or creation flow.

- You can share or return to a Discovery view without losing the context you were in
- New work starts from the right surface instead of a generic button
- Fresh workspaces get clearer guidance on how to begin

## Records open like records

Discovery records are easier to open in a full view or a new tab, including signals, insights, opportunities, ideas, and saved opportunity narratives. That makes review work less dependent on keeping the original sidebar open.

- Faster review across multiple records
- Cleaner links for teammates who need to inspect the same evidence
- Less chance of losing your place while moving through a tree or table

## Revenue context follows the evidence

Opportunities can now show Linked ARR from directly linked accounts and inherited account relationships from supporting insights and ideas. Ideas also gained richer vote and account summaries, including imported idea votes and top-account views.

- Prioritization conversations can include commercial weight without separate lookup work
- Account demand is visible from the idea and opportunity surfaces
- Imported votes become part of the graph instead of a side spreadsheet

## Narratives stay closer to the opportunity

Opportunity narrative work now routes more cleanly into the tree and sidebar. When a narrative exists, users can open it from the opportunity surface, inspect linked evidence, and continue from the same context instead of recreating the trail.

- The 'why this opportunity' answer is easier to reopen
- Evidence review starts from the opportunity, not a separate document
- The narrative flow feels like part of Discovery instead of a side output

## More in this release

### Additional updates

- Unified Discovery navigation and URL state
- Discovery first-run empty states and surface-specific New menu copy
- Direct full-page routes for Discovery records
- Discovery tables split into smaller requests
- Inherited accounts and Linked ARR on opportunities
- Imported idea votes and account vote trend widgets
- Narrative sidebar entry point on opportunities
- Tree flow opens directly into narrative mode after generation
- Idea trace and opportunity tree chrome cleanup
- Final Discovery copy pass and UI copy guide
- Discovery empty states and scope picker
- Workspace home command center foundation
- Public blog rendering system and first launch essays

Canonical page: https://zentrik.ai/releases/v0-32-0

---

# Why does this opportunity exist? Now you can show your work.

v0.31.0 · Released 2026-03-30

When a VP asks why something is on the roadmap, the answer used to be a verbal summary of things you half-remembered from three months of calls. Now you can open an opportunity in Zentrik, run a traceability flow, and get a structured narrative that traces back through every linked insight and signal — with the option to edit it before anyone sees it. That's the main thing in this release. The rest is about keeping the data that feeds it cleaner: duplicate insights and ideas can now be merged with a preview, imports are more reliable, and a public API makes it easier to push signals from your own systems.

## What changed

- Opportunity traceability: generate a cited narrative from linked insights and signals
- Merge duplicate insights or ideas with a side-by-side preview before committing
- Smart suggestions now distinguish similar records from potential new links
- Signal imports and the public API are more reliable and consistent

## Traceability on opportunities

From any opportunity, run a traceability flow. Zentrik searches your linked insights and signals, evaluates which ones actually support the opportunity, and drafts a narrative. You watch it work through the steps — preparing, searching, evaluating fit, drafting — and the result is editable before it goes anywhere. Evidence opens in a separate tab so you can read the narrative and check a signal in context.

- You can see which signals actually backed a decision, not just which ones were linked
- The narrative is a starting point you edit, not a black-box output you have to trust
- Works alongside the opportunity tree view for teams that use both

## Merge with preview

As your workspace grows, you end up with duplicate or near-duplicate insights capturing the same customer pattern from different calls. Merge now shows you what the combined record will look like before you confirm — which links will survive, what description will remain, what gets removed.

- Fewer redundant rows accumulating over time
- You can clean up without guessing at side effects
- Same preview flow works for ideas

## Smart suggestions, separated by intent

The suggestion panel on insights and opportunities now separates records that are similar to what you're looking at (candidates to link or merge) from gaps it thinks might be missing (new things worth creating). Previously these were mixed together in a way that made it hard to tell which action was being suggested.

- Clearer choice between 'link this' and 'create that'
- Similarity scoring is bounded to avoid false positives at larger workspace sizes

## Signals API and import reliability

The external signal API has a consistent contract now — what you submit, how jobs are tracked, and what fields come back on insights. Import jobs are less likely to queue the same signal twice. Public documentation separates the PM-facing import guide from the API reference so both audiences find what they need.

- Teams pushing signals programmatically get predictable behavior
- Easier to debug a stuck import without opening a support ticket
- Accounts CSV import normalizes column headers so preview matches what saves

## More in this release

### Additional updates

- Traceability flow on opportunities: phased progress and editable output
- Evidence in a dedicated tab alongside the opportunity tree
- Insight and idea merge with preview
- Smart suggestions split into link candidates and gap suggestions
- External signal API contract unified; job metadata exposed
- Signal double-queue prevention and re-run metadata cleanup
- Accounts CSV import with header normalization and bulk API
- Public discovery and signals documentation separated by audience
- Insight prompts tuned to produce evidence-oriented descriptions

Canonical page: https://zentrik.ai/releases/v0-31-0

---

# Signals from Gong and Zendesk, and a portfolio view for your products

v0.30.0 · Released 2026-03-14

You can now connect Gong and Zendesk and import customer calls and support tickets into Discovery. Each source type uses its own extraction logic — a 40-minute sales call and a 3-line support ticket are not processed the same way. Confluence and Google Docs can also feed your workspace with existing knowledge. On the product side, the Products page now shows execution progress, linked discovery signals, and context in one place.

## What changed

- Gong call imports and Zendesk ticket imports in Discovery
- Confluence and Google Docs as knowledge sources
- Per-source extraction: each signal type gets logic suited to its format
- Products page shows portfolio-level metrics including discovery signal counts

## Gong and Zendesk in Discovery

Connect from workspace settings and choose which calls or tickets to import. A signal is created for each one, processed into insights using extraction logic tuned to that source format, and classified against your taxonomy. Both sources show status as they process so you can see what is in flight.

- Customer calls and support patterns land in the same graph as your manual research
- No need to re-summarize call recordings or ticket exports by hand
- Gong import includes filtering and batch controls

## Confluence and Google Docs

Documents from Confluence or Google Docs can be imported as signals, making historical context — old decision records, research docs, team wikis — available in Discovery alongside new customer data.

- Existing written knowledge doesn't have to live separately from discovery work
- Useful for onboarding new team members to why things are the way they are

## Products page with portfolio context

The Products page now pulls together metrics that were previously only visible inside individual initiatives: execution status, the count of discovery signals linked to each product, and context like tech stack and KPIs.

- Easier to see which products have strong discovery signal and which are running on assumptions
- No longer requires opening each initiative to get a cross-product read

## More in this release

### Additional updates

- Gong call import with batch selection and processing status
- Zendesk ticket import with queue filtering and product mapping
- Per-source signal processing with separate prompt logic
- Confluence and Google Docs connectors
- Products page portfolio metrics including discovery signal counts
- Opportunity tree stability: layout, focus behavior, interaction cleanup
- Signal filtering to avoid overloading large workspaces on first load

Canonical page: https://zentrik.ai/releases/v0-30-0

---

# Analysis: find structure across dozens of insights

v0.29.0 · Released 2026-02-28

Once you have more than a few dozen insights, reading them one by one stops working. This release adds three ways to see structure across a larger dataset. Clustering groups similar insights or ideas so you can read a summary instead of a list. The opportunity tree shows your opportunities with their linked ideas branching underneath. And trends show you how signal volume on different themes has changed over time.

## What changed

- Cluster your insights and ideas to find themes without reading every row
- Opportunity tree: see opportunities and their linked ideas in one view
- Trend analysis shows how topics have changed in volume over time
- Idea import support for bringing existing product ideas into Discovery

## Clustering

Run a clustering job on your insights or ideas. Zentrik groups semantically related items, generates a label for each group, and shows you a summary with a count and the ability to drill into any cluster. You can rerun the analysis after importing new signals without losing your exploration state.

- Useful when you have 50+ insights and want to know the big themes before planning
- Drill-down shows individual items inside each cluster
- Rerun keeps the same navigation state so you don't lose your place

## Opportunity tree

The tree view lays out your opportunities with linked ideas and related initiatives underneath them. You can see how ideas map to opportunities and which initiatives have already been created to address them.

- Easier to spot opportunities that have lots of ideas but no initiative yet
- Visual overview of your portfolio without a separate roadmap tool

## Trends

The trends view plots signal volume over time by theme or taxonomy label. If a topic spiked in customer calls three months ago and you never acted on it, it shows up here.

- Helps distinguish a lasting pattern from a one-week spike
- Useful in quarterly reviews to show how the signal landscape shifted

## Idea import

Import ideas from existing idea systems directly into Discovery. Map them to products and statuses in your workspace during import.

- Teams already using another idea system don't need to re-enter data manually
- Imported ideas join the same graph as manually created ones

## More in this release

### Additional updates

- Clustering for insights and ideas with drill-down and rerun
- Opportunity tree view with linked ideas and initiatives
- Trends view with source filters and timeline grouping
- Idea import with product and status mapping
- Cluster sidebar with entity pills and compact layout
- Client-side persistence for cluster navigation state
- Opportunity creation directly from cluster gap analysis

Canonical page: https://zentrik.ai/releases/v0-29-0

---

# Taxonomy: classify your insights your way

v0.28.0 · Released 2026-02-15

Insights pile up fast. Without a consistent way to categorize them, every team ends up with an informal system that lives in someone's head. This release adds taxonomy classification to Discovery. You define the groups and values that matter to your team. The AI proposes labels for every insight. High-confidence results can apply automatically; anything uncertain goes to a review queue where you accept or override. The result is a labeled dataset that matches your vocabulary.

## What changed

- Taxonomy manager: define custom groups and values for classifying insights
- AI classification with confidence-based auto-apply and a human review queue
- Smart suggestions in sidebars: related opportunities and ideas for each insight
- Sidebar and navigation improvements throughout Discovery

## Taxonomy classification

Open the Taxonomy Manager, define your groups (e.g. problem area, customer segment, severity), and add options for each. Run a classification batch. Zentrik proposes a label for each insight with a confidence score. Above the auto-apply threshold, labels apply immediately. Below it, they wait in a review queue where you can accept, reject, or override.

- Your team's vocabulary, not a generic default category set
- Review focuses time on the ambiguous cases, not every row
- Taxonomy labels appear as filters in discovery tables and sidebars

## Smart suggestions in sidebars

When you open an insight, the sidebar now shows a Smart Suggestions tab with opportunities and ideas that are semantically related to that insight. These are not links you made manually — they are the closest matches in your workspace based on content similarity.

- Faster way to spot which opportunities an insight might already belong to
- Surfaced without search so you see connections you wouldn't have thought to look for

## AI suggestion tooltip

Any field that was classified or suggested by AI shows a small indicator with the model's confidence and reasoning. Hover to see why a particular label was proposed. After you accept or override, the indicator clears.

- You know which values came from a model and which you set yourself
- The reasoning is readable before you commit to the label

## More in this release

### Additional updates

- Taxonomy manager with groups, options, and batch classification
- Review queue for uncertain classifications with accept/reject/override
- Smart suggestions tab on insight sidebars
- AI suggestion tooltip with confidence and reasoning
- Taxonomy distribution charts in analysis overview
- Sidebar improvements across Discovery: layout, wrapping, overflow handling
- Discovery search covers all entity types

Canonical page: https://zentrik.ai/releases/v0-28-0

---

# The workspace assistant can work in Discovery

v0.27.0 · Released 2026-02-01

Previously the workspace chat was useful for questions and document generation. Now it can act: create an insight from something you describe, update an opportunity's description, link an idea to an insight, or reason across multiple entities before taking action. Session continuity means you don't start over when you switch between Discovery and your initiatives. This release also includes a significant amount of stability work — loading is smoother, document generation shows real progress, and Discovery sidebars are more predictable.

## What changed

- Workspace chat can create, update, and link Discovery entities
- Multi-step reasoning and handoffs between agent modes
- Chat session persists when you navigate between screens
- Smoother loading, better progress tracking, steadier Discovery navigation

## Chat that acts on the graph

The workspace assistant now has tools for insights, opportunities, ideas, links, and context. Describe what you want in plain language — 'create an insight from this customer quote and link it to the onboarding opportunity' — and the assistant does it. Changes appear in Discovery the same way manual edits do.

- Good for capturing things quickly during or after a customer call
- Useful for teams who prefer to describe intent rather than navigate forms
- Roadmap and initiative context available so the assistant understands where you are

## Reasoning and handoffs

For longer requests that span multiple steps or entity types, the assistant can reason about the sequence before acting and hand off to a specialized mode when the task changes. The reasoning steps are visible so you can see what it's doing.

- Less likely to get a half-finished result on multi-part requests
- Visible reasoning makes it easier to catch a wrong assumption before it acts

## Loading and generation stability

The app shell loads before data, so you don't see a blank screen waiting for the first API response. Document generation shows a monotonic progress bar so you know work is still happening on long jobs. Discovery sidebars are more predictable when you navigate between entities.

- Less time wondering if the app is frozen
- Clearer feedback during long PRD or brief generation runs

## More in this release

### Additional updates

- Workspace agent tools for insights, opportunities, ideas, and linking
- Reasoning and handoff flows for multi-step requests
- Chat session continuity across workspace screens
- Monotonic progress tracking for document and asset generation
- Shell-first loading with proper error states
- OKRs renamed to Objectives
- External links on discovery entities
- Discovery sidebar navigation and scrolling fixes

Canonical page: https://zentrik.ai/releases/v0-27-0

---

# Discovery, documents, roadmap views, and accounts

v0.26.0 · Released 2026-01-21

This release ties together the main product areas teams use day to day: Discovery with transcript-based insight extraction and an overview, flexible document types on initiatives, timeline and feature-tree views on roadmaps, and accounts with ARR on opportunities.

## What changed

- Improved Discovery with Transcript Insights and Summary Page
- Flexible Document Upload and Creation on Initiatives
- New Gantt Timeline View for Roadmaps
- Accounts Management and ARR Tracking

## Discovery

Create insights from transcripts and open a summary view of discovery work in the workspace. Use it to scan themes before you drill into individual records.

- Extract actionable insights directly from interview transcripts
- Centralized summary page for all discovery findings
- Faster identification of patterns and themes
- Better connection between research and product decisions

## Flexible Document Management

Initiatives now support uploading and creating any type of document relevant for your initiative. You can attach it directly to your initiatives. Create new documents on the fly or upload existing ones to keep all relevant materials in one place.

- Upload any document to initiatives
- Create new documents directly within the platform
- Centralized documentation for each initiative
- Improved collaboration with all assets in one location

## Accounts Management & ARR in Opportunities

A new accounts management system helps you organize and track your customer accounts. Additionally, opportunities now include an ARR (Annual Recurring Revenue) field, enabling better financial tracking and prioritization based on revenue impact.

- Comprehensive accounts management capabilities
- Track ARR directly in opportunities
- Better prioritization based on revenue potential
- Improved visibility into customer relationships

## New Home Page & UI Improvements

The home page has been completely redesigned to provide a more intuitive and efficient starting point. Several UI improvements throughout the platform enhance usability, making navigation smoother and information more accessible at a glance.

- Redesigned home page for better orientation
- Improved navigation and user experience
- Cleaner, more intuitive interface
- Faster access to key information and actions

## Gantt Timeline View for Roadmaps

A new timeline view brings Gantt-style visualization to your roadmaps. See your initiatives plotted across time, understand dependencies, and get a clear picture of your delivery schedule. This view makes it easier to plan capacity and communicate timelines to stakeholders.

- Visual timeline representation of roadmap items
- Better understanding of schedules and dependencies
- Improved capacity planning
- Clearer communication of timelines to stakeholders

## Product Features Tree

A new features tree allows you to map and organize all the features of your product in a hierarchical structure, providing essential context about your product's capabilities. When an initiative is closed, the system automatically identifies what was implemented and updates the related features in the tree. If the initiative delivered something new, it can even create new features to keep your product map always up to date.

- Hierarchical view of all product features for better context
- Automatic identification of implemented features on initiative close
- Seamless updates to existing features based on delivery
- Automatic creation of new features when initiatives deliver new capabilities
- Always up-to-date product feature map

## More in this release

### Additional updates

- Enhanced Discovery with transcript insights extraction
- New main summary page for Discovery findings
- Upload and create any document type on initiatives
- New accounts management system
- Added ARR field in opportunities for revenue tracking
- Redesigned home page with improved navigation
- Multiple UI enhancements throughout the platform
- New Gantt-style timeline view in roadmaps
- Product features tree with automatic updates on initiative close

Canonical page: https://zentrik.ai/releases/v0-26-0

---

# Flexible Initiative Management, Kanban View, and Improved Navigation

v0.25.0 · Released 2025-11-20

This release makes working with initiatives smoother, faster, and more flexible. We’ve redesigned how initiatives are displayed and managed, giving users a side panel experience for quick access, inline editing, and easier navigation between projects. A new tag system and manual status management bring even more control, while the new Kanban view offers a powerful visual way to track progress. Finally, the new Health tab and guided Next Action flow ensure users always know the best next step.

## What changed

- New Initiative Side Panel for Faster Navigation
- New Tag System for Organization and Filtering
- Manual Status Management and Kanban View
- Health Tab with Next Action Guidance

## Initiative Side Panel

Initiatives now open in a dynamic side panel that keeps you in context while navigating between projects. You can review summaries, links, documents, and related assets without leaving the main view. Comparing initiatives is now as simple as switching panels, giving you a much clearer overview of your portfolio.

- Quick access to initiative information without full-page reloads
- Seamless comparison between multiple initiatives
- Keeps users in context while exploring documents and assets
- Faster navigation for busy product teams

## New Tag System

Tags have been added to help you organize initiatives by phase, project, or focus area. You can now tag initiatives (e.g., 'Phase One', 'MVP', 'Growth'), and later use these tags for filtering, grouping, or quick reference.

- Flexible way to organize and classify initiatives
- Enables filtering and grouping by tags
- Improves visibility of strategic themes and phases
- Keeps your workspace structured and searchable

## Status Management & Kanban View

Initiative statuses are now fully manageable by users. You can mark initiatives as In Progress, Completed, or any custom state. The new Kanban view gives a full visual overview of your pipeline — showing what’s in the backlog, what’s in motion, and what’s done — all in an interactive board.

- Full control over initiative lifecycle and statuses
- Visual overview of all initiatives by stage
- Easier prioritization and progress tracking
- Quick navigation from Kanban cards to full details

## Health Tab & Next Action Guidance

The new Health tab summarizes your initiative’s current state and suggests the next logical actions. If you prefer guided workflows, the Next Action button will automatically generate the next document or step — for example, moving from requirements to user stories — keeping automation available when needed.

- Clear visibility into initiative health and progress
- Automatic guidance on what to do next
- Option to keep using the guided flow or switch to manual control
- Ensures balance between flexibility and structure

## More in this release

### Additional updates

- Introduced a new side panel for managing initiatives in context
- Inline editing for initiative fields and real-time updates
- Tag system for flexible organization and filtering
- Manual status control with interactive Kanban view
- New Health tab summarizing status and suggesting next actions

Canonical page: https://zentrik.ai/releases/v0-25-0

---

# Discovery Arrives, Context Intelligence, and Requirements Templates

v0.24.0 · Released 2025-10-28

This release marks a major milestone for Zentrik, introducing the new Discovery section — a dedicated space to explore insights, opportunities, and ideas before moving into execution. Teams can now trace product thinking from research to delivery, all within Zentrik. We’ve also rebuilt our context management system from the ground up, enabling users to push entire documents as live context for both system automation and chat. A new requirements template also joins the Assets catalog to streamline early-stage requirement definition.

## What changed

- New Discovery Section: Manage Insights, Opportunities, and Ideas
- Full Document Context Management for Smarter AI Responses
- Requirements Template Added to Assets Catalog

## Discovery Section: Manage Insights, Opportunities, and Ideas

Zentrik now includes a full Discovery module, allowing users to work upstream from initiatives. You can capture raw insights from user research, data, or feedback; define opportunities based on patterns or pain points; and explore ideas that address them. Once validated, ideas can be promoted into new initiatives with a single click, ensuring a seamless transition from discovery to delivery.

- Complete discovery workflow before initiative creation
- Capture and organize insights, opportunities, and ideas in one place
- Visual tree view for exploring relationships between entities
- Smooth promotion of validated ideas into actionable initiatives

## New Context Management System

We’ve introduced a new context management system that allows users to push entire documents — such as PRDs, briefs, or research summaries — into Zentrik’s context engine. Both the system and the chat now automatically use these documents to enhance AI understanding and responsiveness, providing richer, context-aware assistance throughout your workspace.

- Upload full documents as live context sources
- System and chat automatically leverage contextual knowledge
- Improved accuracy and relevance in AI responses
- Unified context model across all Zentrik sections

## Requirements Template

The new requirements template has been added to the Assets catalog. It’s designed to help teams capture and structure functional and technical requirements early in the process, ensuring a clear bridge between discovery and definition. The document follows a standardized format aligned with Zentrik’s initiative flow.

- Standardized requirements documentation format
- Improved continuity between discovery and definition stages
- Seamless integration with initiative and task planning
- Ensures clarity before technical scoping begins

## More in this release

### Additional updates

- Introduced Discovery section with Insights, Opportunities, and Ideas management
- New context management system for full-document contextual understanding
- Added requirements template to Assets catalog
- Improved AI awareness and response precision using live contextual data
- Enhanced navigation between discovery entities and initiatives

Canonical page: https://zentrik.ai/releases/v0-24-0

---

# Collaboration, Expanded Prototype Tools & Product Kickstart

v0.23.0 · Released 2025-09-23

This release introduces major collaboration and prototyping enhancements, along with improved product creation workflows. Users can now share initiatives seamlessly with both internal and external collaborators, expanding teamwork possibilities. Prototyping gets a boost with broader external tool support, while the new Initiative Brief document helps refine ideas before creating full PRDs. Additionally, the Documentation section has been rebranded to Assets to reflect its broader role, the roles catalog now includes AI-focused specialties, and onboarding offers the ability to start entirely new products from scratch with an MVP initiative.

## What changed

- Share Initiatives with Internal and External Users
- Expanded Prototype Generation Tools
- New Initiative Brief Document for Early Idea Refinement
- Documentation Section Renamed to Assets
- Expanded Roles Catalog with AI and Development Specialties
- Onboarding Flow Supports Starting New Products with MVP Initiative

## Share Initiatives with Internal and External Users

Initiatives can now be shared beyond your workspace. With just a few clicks, selected users receive an email containing initiative details and a direct link. External users are invited as viewers, making it easier to collaborate with stakeholders, partners, or clients without requiring them to join your workspace.

- Frictionless sharing of initiatives inside and outside your workspace
- External collaborators automatically added as viewers
- Streamlined communication with stakeholders through email invites
- Faster alignment on initiative goals and details

## Expanded Prototype Generation Tools

Zentrik now integrates with a wider range of external tools for prototype generation. These connections allow users to manage and refine prototypes directly from Zentrik, keeping design and planning tightly aligned.

- Access to multiple prototyping platforms for diverse needs
- Direct prototype management in Zentrik
- Faster design iterations without leaving the platform
- Greater flexibility in experimenting with ideas and user flows

## New Initiative Brief Document

We’ve added the Initiative Brief as a new system document type. It provides a concise overview of an initiative’s contents, helping users review and refine details before moving into full PRD creation. This lightweight step improves clarity and avoids unnecessary rework.

- Quick summary of initiative contents for easy review
- Opportunity to edit before committing to a full PRD
- Improves clarity and reduces redundant documentation work
- Ensures initiatives are well-structured from the start

## Documentation Section Renamed to Assets

The Documentation section in initiatives has been renamed to Assets. This reflects its broader role as the hub for system documents, generated prototypes, and any external assets users want to keep linked to their initiatives.

- Clearer naming for a section that stores more than documents
- Centralized place for prototypes, documents, and external links
- Easier navigation and better organization of initiative resources
- Future-proof foundation for more asset types

## Expanded Roles Catalog

We’ve increased our roles catalog to better reflect modern product and engineering teams. Newly added roles include Data Scientist, Machine Learning Engineer, AI Engineer, Full Stack Developer, and Mobile Developer. These roles can now be assigned to tasks and planning workflows in Zentrik.

- Broader support for AI-focused and development-heavy teams
- More precise task assignment across diverse roles
- Better alignment with real-world team structures
- Improved planning accuracy for complex initiatives

## Onboarding Flow for New Products with MVP Initiative

Users can now start a completely new product directly from onboarding. Newly created products offer the option to begin with an MVP initiative, laying down the core foundation of the product before diving into detailed features and planning.

- Simplifies the journey for users starting from scratch
- Ensures every new product has a strong MVP foundation
- Accelerates early product definition and alignment
- Smooth transition into detailed planning and feature work

## More in this release

### Additional updates

- Initiatives can now be shared externally with email invites and viewer roles
- Expanded external prototype tools
- New Initiative Brief document for early-stage initiative refinement
- Documentation section renamed to Assets to reflect broader scope
- New roles added: Data Scientist, Machine Learning Engineer, AI Engineer, Full Stack Developer, Mobile Developer
- Onboarding now supports starting new products with an MVP initiative

Canonical page: https://zentrik.ai/releases/v0-23-0

---

# Contextual Reasoning, Step-by-Step Initiative Setup & Roadmap Rethinking

v0.22.0 · Released 2025-08-07

This release introduces several exciting new features aimed at streamlining initiative setup and enhancing roadmap management. Now, with the new contextual reasoning in the process sidebar, users gain deeper insights into the AI’s decision-making. The step-by-step initiative setup guides users through the process, allowing them to interact with each stage and apply changes that influence the next. Additionally, initiatives are now aware of related ones, preventing duplication and ensuring smarter information generation. Lastly, the revamped roadmap UI with 'Now Next Later' functionality offers an intuitive drag-and-drop interface for managing initiatives and user stories with ease.

## What changed

- New Contextual Reasoning in Process Sidebar
- Step-by-Step Initiative Setup for Better Clarity
- Initiatives Aware of Related Ones to Prevent Duplication
- Reworked Roadmap with Drag-and-Drop 'Now Next Later' UI

## New Contextual Reasoning in Process Sidebar

The process sidebar now includes reasoning based on context, allowing users to understand the AI’s thought process. If context units are involved, they are highlighted, and the AI will indicate if there is any missing information that could improve the outcome. This addition helps provide transparency and better decision-making.

- Clear explanation of AI's reasoning process
- Context units are highlighted when relevant
- Indication of missing information to improve results
- Increased transparency for users to understand AI decisions

## Step-by-Step Initiative Setup for Better Clarity

We've redesigned the initiative setup process to be more user-friendly and interactive. Instead of a full-on process, users can now follow a step-by-step flow. As each step is completed, the UI unblocks further features, allowing users to navigate and reflect on what’s been generated so far. The 'resume setup' option enables users to pick up where they left off, ensuring they can make adjustments as they move forward.

- Interactive, step-by-step initiative setup for clarity
- Ability to pause and navigate freely while completing setup
- Option to 'resume setup' and continue the process smoothly
- Improved user control and understanding of the setup flow

## Initiatives Aware of Related Ones to Prevent Duplication

When creating a new initiative based on an existing one, Zentrik now recognizes the relationship between them. The system intelligently ensures that no redundant tasks or duplicated information (such as repeated developments or redesigns) are generated, allowing for smoother planning and execution of related initiatives.

- Automatically detects related initiatives to avoid duplication
- Prevents repetitive tasks and redundant information generation
- Streamlined planning for initiatives that are linked to one another
- Improved initiative quality and organization

## Reworked Roadmap with Drag-and-Drop 'Now Next Later' UI

The roadmap has been rethought to incorporate a more flexible 'Now Next Later' UI, making it easier to manage initiatives and user stories. With the new drag-and-drop functionality, users can easily organize their planning into the three columns, creating an intuitive way to prioritize and track progress. The generated work timeline remains intact, ensuring a clear, structured view of the initiatives.

- Drag-and-drop functionality for easy organization of initiatives and user stories
- Improved 'Now Next Later' UI for better planning and tracking
- Streamlined initiative and user story management in the roadmap
- Retained work timeline functionality for a structured view

## More in this release

### Additional updates

- Step-by-step initiative setup for clearer user control
- AI reasoning now includes context insights and missing information identification
- Prevents duplication by recognizing related initiatives
- New 'Now Next Later' UI with drag-and-drop functionality for efficient roadmap management

Canonical page: https://zentrik.ai/releases/v0-22-0

---

# Context Awareness & Enhanced Task Management

v0.21.0 · Released 2025-07-14

This release introduces Zentrik's most powerful feature yet: Context Units. Now, companies can define their own context units, much like team operating rules, to guide AI-driven processes with specific company knowledge. This context is used across every generation to ensure outputs are more relevant, efficient, and personalized. Alongside this, we've enhanced the initiatives chat for easier task and user story management, improved Jira export capabilities, and revamped the product personas and features UI for smoother navigation.

## What changed

- New Context Units for Tailored AI-Generated Outputs
- Initiatives Chat Now Supports CRUD Operations for User Stories & Tasks
- Improved Jira Export with Epics & User Story Integration
- Revamped Product Personas and Features UI for Enhanced Navigation

## New Context Units for Tailored AI-Generated Outputs

Zentrik now empowers companies to define custom context units, similar to team operating rules, which provide AI with a deeper understanding of company-specific processes and requirements. These context units are used to refine every AI-generated task, document, or output, ensuring greater relevance, accuracy, and alignment with your organization's needs.

- Fully customizable context to enhance AI-driven tasks and outputs
- AI process now aligned with company-specific practices and goals
- Improved task relevance through personalized, context-aware outputs
- Tailored user stories, tasks, and initiatives based on company-defined parameters

## Initiatives Chat Now Supports CRUD Operations for User Stories & Tasks

With the initiatives chat, users can now perform CRUD operations on user stories and tasks using natural language commands. This makes managing your tasks and user stories faster and more intuitive. Simply ask Zentrik to add, modify, or remove tasks directly from the chat interface.

- Easily create, read, update, or delete tasks and user stories with simple commands
- Seamless integration with existing initiative workflows
- Increased flexibility and speed in task management
- Enhanced task management experience, directly from the chat interface

## Improved Jira Export with Epics & User Story Integration

Zentrik's Jira export functionality has been improved to include the linking of tasks to Epics, as well as the ability to export User Stories for the first time. These updates provide greater flexibility in aligning tasks and user stories between Zentrik and Jira.

- Tasks can now be linked to Epics during Jira export
- User stories are now included in Jira exports for the first time
- Improved alignment between Zentrik and Jira project structures
- Better tracking of tasks and user stories in Jira

## Revamped Product Personas and Features UI for Enhanced Navigation

We've simplified the product personas and features UI to improve navigation and editing. This update makes it easier for users to manage product details and navigate through their personas and features with a smoother experience.

- Intuitive and user-friendly navigation for product personas and features
- Faster and easier editing and management of product details
- Improved design for a more efficient user experience
- Enhanced UI for a seamless workflow

## More in this release

### Additional updates

- Context Units to personalize and refine AI-generated outputs
- Enhanced CRUD functionality for managing tasks and user stories via chat
- Jira export improvements with task-to-Epic linking and User Story export
- Revamped UI for managing product personas and features

Canonical page: https://zentrik.ai/releases/v0-21-0

---

# Jira Integration & Initiative Quality Enhancement

v0.20.0 · Released 2025-07-09

This release establishes Zentrik as the bridge between strategic initiatives and development execution by introducing comprehensive Jira integration capabilities. We've focused on dramatically improving initiative quality through intelligent backlog management, duplicate detection, and tailored documentation generation. The deep Jira analysis feature learns from your existing processes to enhance every aspect of asset generation, while customizable PRD and TDD templates ensure consistency across your organization.

## What changed

- Complete Jira Backlog Import & Categorization
- Intelligent Duplicate Detection for Backlog Cleanup
- Tailored PRD/TDD Generation with Custom Templates
- Deep Jira Analysis for Enhanced Asset Quality

## Complete Jira Backlog Import & Categorization

Transform your development workflow with seamless Jira integration. Import your entire backlog directly into Zentrik, where each issue is intelligently categorized by role, issue type, and OKR impact. Promote any task to a full initiative with a single click, creating perfect alignment between execution and strategy.

- Direct import of Jira backlogs into Zentrik initiatives
- Automatic categorization by role, issue type, and OKR impact
- One-click promotion from backlog item to full initiative
- Seamless bridge between development execution and strategic planning
- Intelligent organization of imported issues for better visibility

## Intelligent Duplicate Detection for Backlog Cleanup

Clean up your overloaded backlog with AI-powered duplicate detection. The system automatically identifies similar or duplicate issues across your imported Jira backlog, helping you maintain a lean, organized, and actionable task list without manual review overhead.

- Automatic identification of duplicate and similar issues
- Streamlined backlog cleanup process
- Reduced manual review time for backlog management
- Improved backlog quality and organization
- Enhanced focus on unique, valuable work items

## Tailored PRD/TDD Generation with Custom Templates

Ensure consistency across your organization with customizable documentation templates. Upload examples of your typical PRD and TDD formats in Settings, and Zentrik will generate blueprints that automatically apply to all future documents, maintaining your company's standards while leveraging AI generation.

- Custom PRD and TDD templates based on your examples
- Consistent documentation standards across all initiatives
- Fully integrated with chat and other initiative features
- Automatic application of company-specific formatting and structure
- Reduced documentation overhead while maintaining quality

## Deep Jira Analysis for Enhanced Asset Quality

Unlock the full potential of your existing data with comprehensive Jira analysis. By choosing the 'Full Jira Import' option, Zentrik learns from your product history, company processes, and development patterns to dramatically improve the quality and relevance of every generated asset.

- AI learning from your complete Jira instance data
- Improved asset generation quality based on company context
- Better understanding of your product and processes
- Enhanced relevance of all generated content
- Personalized experience tailored to your organization's workflow

## More in this release

### Additional updates

- Jira backlog import with intelligent categorization and one-click promotion
- AI-powered duplicate detection for backlog cleanup
- Custom PRD/TDD template system for consistent documentation
- Deep Jira analysis for context-aware asset generation

Canonical page: https://zentrik.ai/releases/v0-20-0

---

# Intelligent Initiative Interaction & Quality Enhancement

v0.19 · Released 2025-06-04

This release revolutionizes how users interact with their initiatives by introducing contextual AI chat capabilities and significantly improving asset quality across all components. We've enhanced the task generation process, refined the user interface for better focus, and introduced agentic behavior that allows users to make changes through natural conversation. These improvements transform initiatives into interactive, intelligent workspaces that serve as the single source of truth for your projects.

## What changed

- Contextual AI Chat for Initiatives
- Enhanced Task Generation with Context
- Redesigned UI with Focus-Driven Layout
- Agentic Chat Behavior for Initiative Updates

## Contextual AI Chat for Initiatives

Engage in natural conversations with your initiative using our new contextual chat feature. Ask questions about documentation, tasks, or any asset within the initiative and receive accurate, contextual responses based on your project's complete knowledge base.

- Direct conversation with initiative content and context
- Instant answers about documentation, tasks, and assets
- Single source of truth for all project information
- Natural language queries for complex project details

## Enhanced Task Generation with Context

Task generation has been significantly improved through a refined context setup process that intelligently infers information from existing documentation, resulting in more relevant and actionable tasks.

- Smarter task generation based on documentation context
- More relevant and actionable task recommendations
- Improved context setup process for better outcomes
- Automatic inference of project requirements and scope

## Redesigned UI with Focus-Driven Layout

The user interface has been redesigned to maximize screen real estate and improve focus. The sidebar now collapses by default, and the initiatives panel has been repositioned to the left side where users naturally focus their attention.

- Collapsed sidebar by default for more workspace
- Left-positioned initiatives panel for natural focus flow
- Optimized screen space utilization
- Improved visual hierarchy and user attention management

## Agentic Chat Behavior for Initiative Updates

Experience the future of project management with our initial agentic chat capabilities. Not only can you retrieve information, but you can also ideate improvements and ask Zentrik to implement changes directly into your PRD and other initiative components.

- AI-powered ideation and improvement suggestions
- Direct implementation of changes through conversation
- Seamless updates to PRD and initiative sections
- Natural language project modification capabilities

## More in this release

### Additional updates

- Contextual AI chat integrated into all initiatives
- Smarter task generation with documentation inference
- Focus-optimized UI with collapsed sidebar and repositioned panels
- Agentic behavior for conversational initiative updates

Canonical page: https://zentrik.ai/releases/v0-19

---

# Enhanced Initiative Visibility & Interactive Setup

v0.18 · Released 2025-05-14

This release focuses on improving initiative visibility and creating a more interactive setup experience. We've introduced a comprehensive overview screen that displays the health and status of all initiative components, along with a reimagined setup process that provides real-time feedback and guidance. These enhancements make it easier to understand and leverage all elements that make Zentrik unique.

## What changed

- New Initiative Overview Screen
- Interactive Initiative Setup Process
- Dedicated Impact Analysis Section
- Refined Navigation Experience
- Real-time Data Streaming

## New Initiative Overview Screen

A completely redesigned initiative overview that provides at-a-glance visibility into the health and progress of each initiative component, including impact analysis, documentation, and tasks.

- Comprehensive summary cards for all initiative elements
- Health ratings to identify incomplete sections
- Direct action links for quick navigation
- Centralized management of all initiative components

## Interactive Initiative Setup Process

A reimagined setup experience that guides users through each step with real-time updates, dynamic navigation, and contextual explanations.

- Automatic navigation to relevant screens during setup
- Live data streaming to reduce waiting times
- Improved visual effects for user interactions
- Clear explanations throughout the setup process

## Dedicated Impact Analysis Section

Impact on OKRs has been moved from the Overview section to its own dedicated tab at the top of the Initiatives bar, providing a focused environment for impact analysis.

- Dedicated space for OKR impact analysis
- Improved visibility of impact metrics
- Streamlined workflow for impact assessment
- All previous functionality preserved in the new location

## Refined Navigation Experience

The main navigation sidebar has been readjusted to provide an optimal experience in both collapsed and expanded states, ensuring consistent access to all features.

- Optimized sidebar for both collapsed and open states
- Better organization of navigation elements
- Improved workflow efficiency
- More intuitive access to all Zentrik features

## Real-time Data Streaming

See results as they're generated during the initiative setup process, significantly reducing wait times and providing immediate feedback on your inputs.

- Immediate visibility of generated data
- Reduced waiting periods during setup
- Enhanced user engagement
- More transparent process visualization

## More in this release

### Additional updates

- Comprehensive initiative overview with health metrics
- Interactive setup process with real-time feedback
- Dedicated Impact on OKRs section
- Optimized navigation sidebar
- Live data streaming during setup

Canonical page: https://zentrik.ai/releases/v0-18

---

# Enhanced Onboarding & Prototype Generation

v0.17 · Released 2025-04-24

This release transforms the onboarding experience to help new users quickly realize Zentrik's value. We've streamlined the initial setup process, automatically generating essential elements like OKRs when not provided, and offering a curated set of starter ideas. Additionally, we've introduced Prototypes as a new type of tailored document, enabling the creation of visual concepts from inside Zentrik.

## What changed

- Accelerated Onboarding Experience
- Automatic OKR Generation
- Starter Initiative Ideas
- UI-Based Prototype Creation
- Advanced Prototype Generation

## Accelerated Onboarding Experience

A completely reimagined onboarding process designed to reduce time-to-value, guiding new users through only the essential steps needed to experience Zentrik's core benefits quickly and efficiently.

- Faster path to productivity
- Reduced onboarding complexity
- Focus on high-value activities
- Intuitive first-time user experience

## Automatic OKR Generation

When users don't provide their own OKRs during setup, Zentrik now intelligently generates relevant objectives and key results based on industry best practices and available context, eliminating a common barrier to getting started.

- Immediate value without complete input
- Example OKRs to guide user thinking
- Reduced initial setup requirements
- Jumpstart for organizations without established OKRs

## Starter Initiative Ideas

New users are presented with a curated set of initiative ideas that align with common organizational objectives, providing immediate inspiration and concrete starting points for their Zentrik journey.

- Immediate inspiration for new users
- Practical examples of effective initiatives
- Reduced 'blank page' anxiety
- Faster path to first successful initiative

## UI-Based Prototype Creation

A new type of tailored document that enables users to create visual prototypes directly within the Zentrik interface, starting with simpler designs while more advanced capabilities continue development.

- Visual communication of initiative concepts
- Direct integration with initiative data
- No external tools required for basic prototyping
- Seamless prototype sharing with stakeholders

## Advanced Prototype Generation

Advanced prototype generation allows for more sophisticated visual representations of concepts and ideas that emerge from initiatives within Zentrik.

- Professional-quality prototype generation
- Powerful visualization capabilities
- Industry-standard design framework integration
- Enhanced stakeholder presentation options

## More in this release

### Additional updates

- Streamlined user onboarding process
- Automatic generation of missing OKRs
- Curated starter initiative templates
- In-app prototype creation tools
- Advanced prototype generation

Canonical page: https://zentrik.ai/releases/v0-17

---

# Custom Tailored Documents

v0.16 · Released 2025-04-15

This release introduces the ability to create custom tailored documents for specific customers. Users can now generate personalized documentation based on specific audience requirements or by selecting from predefined templates, making it easier to communicate initiative details with stakeholders in a format that best suits their needs.

## What changed

- Custom Tailored Document Creation
- Audience-Specific Documentation
- Predefined Document Templates
- Personalized Stakeholder Communication
- Flexible Documentation Options

## Custom Tailored Document Creation

Generate specialized documents that present initiative information in formats optimized for different stakeholders and purposes, allowing for more effective communication of complex project details.

- Targeted communication for different stakeholders
- Professional, consistent documentation
- Time savings through automated document generation
- Enhanced presentation of initiative information

## Audience-Specific Documentation

Specify the intended audience for each document to automatically adjust content focus, terminology, and detail level, ensuring that technical teams, executives, clients, or other stakeholders receive information that's most relevant and accessible to them.

- Tailored information for each audience type
- Appropriate detail level for different stakeholders
- More effective communication across organizational levels
- Improved stakeholder understanding and engagement

## Predefined Document Templates

Choose from a selection of professionally designed document templates optimized for different purposes such as executive summaries, technical specifications, client presentations, and progress reports.

- Quick document creation with standardized formats
- Consistent branding and presentation
- Reduced time spent on document formatting
- Best-practice document structures for different needs

## Personalized Stakeholder Communication

Customize the presentation of initiative details based on stakeholder priorities and interests, highlighting relevant metrics, timelines, and impacts that matter most to specific audiences.

- More relevant communication for each stakeholder
- Focus on metrics that matter to specific audiences
- Increased stakeholder buy-in through targeted messaging
- Better alignment between initiatives and stakeholder expectations

## Flexible Documentation Options

Request custom documents directly within the system by specifying requirements, or quickly generate standardized reports using the template library, providing options for both routine and specialized documentation needs.

- On-demand document creation
- Balance between customization and efficiency
- Support for both standard and specialized reporting needs
- Streamlined workflow for creating initiative documentation

## More in this release

### Additional updates

- Custom document generation capability
- Audience specification for tailored content
- Predefined document template library
- Stakeholder-specific information presentation
- Flexible document creation workflows

Canonical page: https://zentrik.ai/releases/v0-16

---

# Interactive Process Tracking & Asynchronous Workflows

v0.15 · Released 2025-04-03

This release introduces an innovative interactive sidebar that transforms how users engage with Zentrik processes. When creating initiatives or performing other key actions, users can now track each step in real-time through an interactive display that provides visibility, allows for input when needed, and continues processing even when navigating away. This major enhancement delivers a more transparent, flexible, and efficient workflow experience.

## What changed

- Interactive Process Tracking Sidebar
- Real-time Step Visualization
- Contextual User Input Requests
- Asynchronous Process Execution
- Enhanced Workflow Transparency

## Interactive Process Tracking Sidebar

A new dynamic sidebar appears on the right side of the screen during initiative creation and other key processes, displaying all steps being executed and allowing user interaction when needed.

- Complete visibility into process workflows
- Interactive engagement with system processes
- Clearer understanding of initiative creation steps
- Streamlined user experience for complex operations

## Real-time Step Visualization

Each step in workflows like initiative creation is now visually represented in the sidebar, allowing users to see exactly which operations are occurring and their current status.

- Enhanced transparency of system operations
- Clear indication of current process stage
- Visual confirmation of completed steps
- Better understanding of workflow complexity

## Contextual User Input Requests

The system now intelligently requests additional information through interactive questions in the sidebar exactly when needed, creating a more conversational and intuitive setup experience.

- Just-in-time information gathering
- Contextually relevant questions
- Reduced need for upfront information collection
- More natural interaction flow

## Asynchronous Process Execution

Processes now continue running even when users navigate away from the page, enabling multitasking and eliminating the need to wait for operations to complete before continuing work.

- Freedom to navigate elsewhere during processing
- Improved productivity through multitasking
- Elimination of forced waiting periods
- Background completion of time-consuming operations

## Enhanced Workflow Transparency

Users gain unprecedented visibility into Zentrik's internal processes, demystifying complex operations and providing clarity on how initiatives and other elements are created and managed.

- Greater understanding of Zentrik's functionality
- Reduced uncertainty during complex operations
- Easier troubleshooting when issues arise
- More intuitive overall platform experience

## More in this release

### Additional updates

- Interactive sidebar for process tracking
- Step-by-step visualization of workflows
- Contextual information requests
- Asynchronous background processing
- Enhanced system transparency

Canonical page: https://zentrik.ai/releases/v0-15

---

# OKR Integration & Interactive Roadmap

v0.14 · Released 2025-03-06

This release introduces powerful OKR management capabilities, enabling teams to align projects with company objectives and make data-driven prioritization decisions. The new interactive Roadmap screen revolutionizes project planning by visualizing how different prioritization scenarios impact OKRs, deadlines, and team resources in real-time.

## What changed

- Company OKR Management
- Project-OKR Impact Analysis
- Interactive Roadmap Planning
- Real-time Prioritization Tools
- Resource Allocation Visualization

## Company OKR Management

Define and track your organization's Objectives and Key Results directly within Zentrik, creating alignment between strategic goals and product development activities.

- Centralized OKR management
- Link OKRs to specific products
- Track progress toward company objectives
- Ensure alignment across all product initiatives

## Project-OKR Impact Analysis

Automatically evaluate how each project contributes to your organization's OKRs, providing quantitative insights to guide prioritization decisions.

- Quantify project impacts on strategic objectives
- Identify high-value initiatives
- Justify prioritization decisions with data
- Balance short-term delivery with long-term goals

## Interactive Roadmap Planning

Visualize and manipulate your product roadmap through an intuitive, interactive interface that displays projects, milestones, and their relationships in a comprehensive timeline view.

- Holistic product roadmap visualization
- Drag-and-drop project scheduling
- Interactive timeline management

## Real-time Prioritization Tools

Experiment with different project prioritization scenarios and instantly see how each combination affects OKRs, deadlines, and team resources.

- Simulate different prioritization scenarios
- Instant feedback on priority changes
- Data-driven decision making
- Optimized project sequencing

## Resource Allocation Visualization

Gain immediate visibility into how roadmap decisions impact team workloads and capacity, ensuring realistic planning and preventing team burnout.

- Real-time team capacity visualization
- Workload balancing tools
- Resource constraint identification
- Sustainable team allocation planning

## More in this release

### Additional updates

- New OKR management dashboard
- Project-OKR impact scoring system
- Interactive roadmap visualization
- Real-time prioritization simulation tools
- Enhanced resource allocation insights

Canonical page: https://zentrik.ai/releases/v0-14

---

# Milestones Planning & UI Enhancements

v0.13 · Released 2025-02-12

This release introduces our highly anticipated Milestones feature, bringing a new level of planning to your projects by identifying and managing key checkpoints throughout project execution. We've also improved the user interface with unified headers across all screens, creating a more intuitive and consistent experience.

## What changed

- New Milestones Planning Feature
- Milestone Dependency Management
- Unified Header Design System
- Consistent Action Controls
- Enhanced Alert Messages

## New Milestones Planning Feature

Identify and track critical checkpoints throughout your project's lifecycle with our comprehensive milestones planning system, providing clear visibility into project progress and goals.

- Better project phase visibility
- Improved progress tracking
- Clear definition of project checkpoints
- Enhanced project timeline management

## Milestone Dependency Management

Create and visualize dependencies between milestones, tasks, and external factors to ensure proper sequencing and realistic delivery timelines.

- Identify critical dependencies
- Track external blocking factors
- Improve delivery predictability
- Anticipate potential timeline risks

## Unified Header Design System

Experience a consistent header design across all screens, making navigation more intuitive and improving the overall user experience.

- More intuitive navigation
- Reduced cognitive load
- Cleaner visual hierarchy
- Improved screen recognition

## Consistent Action Controls

Access a standardized set of action controls across the platform, ensuring a consistent approach to creating, editing, and managing your projects.

- Faster user adoption
- Reduced learning curve
- Improved workflow efficiency
- Consistent interaction patterns

## More in this release

### Additional updates

- New milestone visualization in project timeline
- Dependency mapping between milestones and tasks
- Redesigned header system across all application screens
- Standardized action buttons and controls
- Improved alert and notification system

Canonical page: https://zentrik.ai/releases/v0-13

---

# Product Entity Enhancements

v0.12 · Released 2025-02-06

A complete overhaul of our product management system, introducing enhanced product definition capabilities, intelligent data import, AI-powered persona generation, and a smart description assistant to provide a more comprehensive and intuitive product management experience.

## What changed

- Enhanced Product Definition with Extended Fields
- Brand New User Interface
- Intelligent Data Import & Integration
- AI-Powered Persona Generation
- Smart Description Assistant

## Enhanced Product Definition

Expanded product data model with comprehensive fields including mission statements, feature lists, persona profiles, and KPIs, providing a more complete view of your products.

- More comprehensive product documentation
- Structured approach to product definition
- Better alignment between features and goals
- Enhanced product context and visibility

## Intelligent Data Import

Automatically enrich your products with data from various sources through our new intelligent import system.

- Website content integration
- Unstructured data processing
- Smart field mapping and categorization
- Real-time data parsing and organization

## AI-Powered Persona Generation

Create detailed persona profiles automatically using our advanced AI capabilities, ensuring better alignment between your product and its target users.

- Generate personas from natural language descriptions
- Auto-population of goals and pain points
- Contextual use case generation
- Intelligent feature-persona matching

## Smart Description Assistant

Interactive system that helps ensure your product information is complete and well-structured through intelligent prompts and suggestions.

- Automatic identification of missing information
- Interactive Q&A format
- Seamless information integration
- Natural language processing capabilities

## More in this release

### Additional updates

- Completely redesigned product management interface
- Extended product data model with new fields
- Enhanced data import capabilities
- AI-powered persona generation system
- Interactive description enhancement tools

Canonical page: https://zentrik.ai/releases/v0-12

---

# Turn Your PRD into a Project Plan Instantly

v0.11 · Released 2025-01-13

Transform your Product Requirements Documents into comprehensive project plans with our new intelligent processing system. Upload PRDs of any size and complexity, and let Zentrik automatically generate structured tasks, role assignments, and timeline estimates.

## What changed

- Unlimited PRD Size Support
- New 'From Requirements to Planning' Flow
- Intelligent Document Analysis
- Comprehensive Project Generation

## Enhanced PRD Processing

Upload Product Requirements Documents of any size and complexity. Our system now handles large documents seamlessly, ensuring no detail is lost in the planning process.

- No size limitations on PRD uploads
- Seamless processing of complex documents
- Improved document handling reliability

## Streamlined Project Creation

A new intuitive flow that transforms PRDs into structured project plans. Simply paste your document and let our system analyze, extract, and organize the information automatically.

- Direct PRD-to-project conversion
- Automatic task generation and role assignment
- Intelligent estimation and planning
- Real-time progress tracking during processing

## Comprehensive Project Overview

Access a detailed view of your generated project, including extracted sections, user stories, task breakdowns, and the complete project plan.

- Clear visibility of PRD-derived components
- Easy access to generated information
- Seamless transition from planning to execution
- Collaborative refinement capabilities

## More in this release

### Additional updates

- Unlimited PRD size support
- New 'From Requirements to Planning' interface
- Real-time processing progress tracking
- Automatic task and role classification
- Comprehensive project plan generation
- Enhanced document analysis capabilities

Canonical page: https://zentrik.ai/releases/v0-11

---

# Team planning and simpler navigation.

v0.10 · Released 2024-12-06

Zentrik brought shared sprint planning, team capacity, and a clearer settings structure into one workflow, making it easier to plan work across projects and get new teams started.

## What changed

- Find users, integrations, sprints, and teams from a clearer Settings area
- Plan shared sprints against real team capacity
- Distribute work using roles, skills, and velocity
- Start with sensible team defaults during onboarding

## A calmer way to find settings

Settings groups the controls teams use to manage users, integrations, sprints, and teams. The result is less hunting as a workspace grows.

- Keep workspace controls in one predictable place
- Reach team and integration settings with fewer steps
- Make less-used features easier to discover

## Shared sprints reflect team capacity

Sprints can span projects, with capacity tracked across team members. Planning can account for the people and skills available instead of treating each project as isolated.

- Track capacity across projects
- Distribute work with role and skill context
- Create and manage sprints with less manual setup

## Teams become part of planning

Team setup captures roles, skills, and velocity so work can be distributed with more context. New workspaces can start with a default team setup and refine it over time.

- Keep team capabilities visible during planning
- Configure teams for the work each project needs
- Give new workspaces a useful starting point

## More in this release

### Planning and teams

Shared planning and team setup become more consistent.

- Added shared sprints and cross-project capacity tracking
- Added role, skill, and velocity-aware team planning

### Navigation and onboarding

Workspace setup and everyday navigation received a focused cleanup.

- Reorganized settings for users, integrations, sprints, and teams
- Added default team setup during onboarding
- Improved capacity planning controls and sprint creation

Canonical page: https://zentrik.ai/releases/v0-10

---

# Dark mode and a more consistent planning experience.

v0.9 · Released 2024-11-04

Zentrik introduced dark mode across the product and tightened the planning surfaces around it. Story analysis, onboarding, and feature definition became easier to follow while teams moved between roadmap and estimation views.

## What changed

- Use Zentrik in light or dark mode
- Review stories with clearer analysis and layout
- Move through onboarding with fewer rough edges
- See feature-definition updates as they happen

## Dark mode across the workspace

Light and dark themes now carry through the roadmap, estimation insights, charts, and core planning surfaces, giving teams a more comfortable way to work.

- Choose the theme that fits the working session
- Keep the interface consistent across planning surfaces
- Read charts and graphs more comfortably

## Story analysis keeps pace with editing

Story definition now updates in real time, with a clearer layout for feedback, validation, and estimation as the work takes shape.

- Get feedback while a story is being defined
- Keep story titles and details easier to scan
- Make estimation part of the editing flow

## Planning surfaces are easier to read

Roadmap and estimation views received a visual and responsive pass so teams can move through planning work with fewer distractions.

- Follow roadmap work with clearer visual structure
- Keep estimation insights close to the work
- Use planning surfaces more comfortably on smaller screens

## More in this release

### Themes and planning surfaces

Visual consistency and responsive behavior support longer planning sessions.

- Added dark-mode support across the product
- Improved mobile responsiveness and theme consistency
- Refined roadmap and estimation presentation

### Definition and visualization polish

Smaller improvements make stories and diagrams easier to work with.

- Added Mermaid diagram controls for clearer visualization
- Improved performance during feature definition
- Refined story analysis layout and feedback states

Canonical page: https://zentrik.ai/releases/v0-9

---

# Integrations and easier idea import.

v0.8 · Released 2024-10-25

Zentrik connected more of the tools and inputs product teams already use. Jira export, CSV imports, product URL analysis, and voice input help teams bring existing context into planning faster.

## What changed

- Export tasks to Jira with their Zentrik context
- Import ideas in bulk from CSV
- Start product context from a URL
- Capture ideas with voice input

## Jira export keeps the handoff connected

Export tasks to Jira while carrying the relationships and context already defined in Zentrik, giving development a clearer starting point.

- Preserve task relationships and context
- Reduce re-entry at the development handoff
- Keep planning context close to implementation

## Bring ideas and product context in faster

CSV and product URL imports turn existing inputs into structured Zentrik records, giving teams a faster starting point than entering everything manually.

- Bring an existing idea list into Zentrik
- Use product URL analysis to seed context
- Keep imported data organized for review

## Voice input for earlier-stage thinking

Voice input in brainstorming and concept ideation lets teams capture ideas in a more natural way while the conversation is still forming.

- Capture ideas hands-free
- Keep brainstorming moving
- Support more accessible input

## More in this release

### Integrations and imports

Connected-tool setup and imported context are easier to carry into review.

- Improved product URL analysis and CSV import formatting
- Improved integration management UI

### Connection and workflow polish

The surrounding setup flow received reliability and usability improvements.

- Streamlined the OAuth connection flow
- Refined task export and import feedback

Canonical page: https://zentrik.ai/releases/v0-8

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# Ideas become a more structured starting point.

v0.7 · Released 2024-09-25

Zentrik's early idea workflow gave teams one place to capture, evaluate, and move promising ideas into projects. Workspace sharing made that work easier to review with others.

## What changed

- Capture and organize ideas in one hub
- Use an initial AI score to compare ideas
- Promote one or more ideas into a project
- Share a workspace with collaborators

## Keep ideas together from first thought to decision

The Idea Hub gave teams a central place to capture, categorize, and track ideas before committing to project work.

- Keep early concepts visible instead of scattered across notes
- Organize ideas for later review
- Refine AI-generated story suggestions before using them

## Start with an initial prioritization signal

Initial evaluation and ranking used customizable criteria to help teams compare ideas and make prioritization conversations more concrete.

- Surface ideas that deserve deeper review
- Make tradeoffs easier to discuss with stakeholders
- Keep scoring connected to product goals

## Move a promising idea into project planning

Selected ideas could become projects without losing the context gathered during evaluation, giving teams a more direct path from concept to planned work.

- Carry an idea's context into project setup
- Turn a selected concept into structured work
- Reduce re-entry between ideation and planning

## Share the workspace around the work

Workspace sharing let teams give collaborators access to the same idea context, so early decisions could happen with the right people in the room.

- Give collaborators access to shared idea context
- Review ideas together before committing to a project
- Keep decisions visible to the wider team

## More in this release

### Ideas and prioritization

The first idea workflow made early product decisions easier to organize and discuss.

- Added centralized idea management and initial evaluation
- Improved filtering, sorting, and story editing for idea and project work

### Workspace and planning polish

Collaboration and the path into project work received early usability improvements.

- Added workspace sharing for collaborative review
- Added large-document PRD paste in the project editor
- Improved project creation and management UI
- Refined responsive layouts across planning surfaces

Canonical page: https://zentrik.ai/releases/v0-7

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# An AI-assisted path from ideas to execution.

v0.6 · Released 2024-09-18

Zentrik's first public release connected product context, idea evaluation, requirements, and delivery planning in one early workflow. Teams could define a product, turn ideas into structured requirements, and map the work needed to build them.

## What changed

- Plan work around the team responsible for it
- Create product context from a URL
- Import or generate PRDs from ideas and backlog items
- Evaluate and prioritize ideas before planning the work

## Start with product context

A product URL could seed the workspace with a structured starting point, giving teams context to work from before they began shaping ideas and requirements.

- Create a product definition from an existing site
- Give early planning work a shared starting point
- Refine generated context as the product takes shape

## Map dependencies before execution

Dependency mapping made the relationships between tasks visible, helping teams identify critical paths and potential bottlenecks before work was underway.

- See relationships between tasks at a glance
- Identify critical paths and likely bottlenecks
- Plan delivery with more context about the work

## Make prioritization explicit

Customizable value frameworks helped teams evaluate ideas against the criteria that mattered to their product, rather than relying on an unstructured list.

- Connect evaluation to product goals
- Compare ideas before committing delivery capacity
- Give prioritization conversations a shared language

## Move from ideas to requirements

Teams could import existing PRDs or generate requirements from ideas and backlog items, keeping the path from product thinking to buildable work in one place.

- Bring existing requirements into the workspace
- Generate a structured starting point from ideas
- Keep requirements connected to the work they describe

## More in this release

### Product context and ideas

The first release connected product definition and early product decisions.

- Added product definition from a URL
- Added idea capture, evaluation, and prioritization workflows
- Added team controls for project work

### Requirements and planning

Requirements and delivery planning could start from the same product context.

- Added PRD import and generation from ideas and backlog items
- Added task dependency mapping
- Improved project and story editing, filtering, and sorting

Canonical page: https://zentrik.ai/releases/v0-6
