Discovery answers understand taxonomy, product context, and accounts.
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