Our team operated on 10-day sprints - a dynamic environment for working on new tasks and challenges. Each sprint began with problem ideation phase, followed by brainstorming sessions where I would develop and suggest solutions. I also worked closely with both front-end and back-end developers to be on the same page when it came to design implementations. I provided detailed design specifications and took part in regular discussions to troubleshoot and refine the development.
This collaborative process was not only about creating designs but also making sure they were aligned with feedback from potential clients, shared by our CEO through testing videos and direct responses. This cycle of design helped us to get closer to user needs.
The focus of our user research was to gain a deep understanding of :
We conducted secondary research to analyze existing solutions in the market, aiming to identify gaps in services offered to customer-facing professionals. We engaged in interviews with a diverse group of 8 professionals, including real estate agents and salespeople to understand their needs and pain points in client communication.
As part of the UX design process for Agent Copilot, we conducted a comprehensive competitive analysis to understand similarities and differences between AI powered customer engagement platforms that offer video message services. Our analysis included 10 companies based on what we got fresh insights of the market trends, possible user expectations and most important - potential areas for evolution.
While many platforms provide video creation and distribution tools, none matched Agent Copilot's vision for the highest level of content personalization. This analysis was important in building our UX design strategy, focusing on simplicity and user intuitiveness, making sure the process of creating video campaigns would be accessible and smooth.
During the interviews with real estate agents, it became evident that many of them struggle to maintain personalized interactions due to their busy schedules. Agents expressed a need for an efficient way to manage client information and interactions without compromising the personal touch. Common feedback included challenges in remembering important client details like birthdays, key anniversaries and specific property preferences, which would help deliver personalized service.
The insights gained from these discussions highlighted a need for features that could automate personalized communications based on minimal input, such as names or key dates from spreadsheets. This would allow agents to offer tailored experiences more efficiently, spending minimum amount of time on each case. The focus shifted towards enhancing the platform's ability to streamline personalization processes, helping agents manage numerous client relationships.
After compiling the outtakes from the research, I was able to create a persona that represents the main user group. This persona aids in keeping the team aligned on who they are designing for and why.
After developing the user persona for Agent Copilot, I envisioned a scenario where our persona, John, could benefit from the platform's features.
Scenario: Promoting New Developments Event - John discovers a new area with several upcoming developments and wants to inform his clients about it.
After having defined the features of the app, I created flows for the main tasks.
Based on the user flow, task flows and feature roadmap, I designed the simple app map that’s functional and easy to navigate.
For designing the user interface of Agent Copilot, I realized how important it would be to keep things simple and user-friendly, with complex features of AI integration. From customizing campaigns to syncing voices in videos, every tool needs to be easy for users to use without getting overwhelmed. So, while we aim for powerful capabilities, our main goal is to make everything intuitive and straightforward.
Campaign Customization: Options for personalizing video campaigns with client names, property details making messages tailored for the user needs.
Voice Cloning for AI: Integration of voice cloning technology to mimic the user's voice for creating personalized messages.
Video Lip Syncing: Tools for lip syncing of substituted names and personalized messages in recorded videos.
CRM Integration: Integration with CRM platforms for easy access to client data and communication history.
Analytics Dashboard: Analytics dashboard to track campaign performance and client engagement metrics.
Profile Setup: Streamlined onboarding process for quick input of user information and preferences.
Notification Preferences: Customizable notification settings for timely reminders and updates on client interactions.
Template Library: Access to a library of pre-built video templates for quick campaign creation and customization.
Offline Mode: Ability to work offline and sync data automatically once back online for uninterrupted usage
Collaboration Tools: Features for collaboration with team members, such as sharing campaigns and client notes securely within the app.
Diving into the design of our user flow prototypes, I prioritized simplicity and efficiency throughout the design process. From the initial account creation to video creation flows - my goal was to reduce the amount of clicks user could make, ensuring each experience would feel natural and easy to navigate.
Welcoming page for the users showcasing Agent Copilot's idea encorauging users to try service out.
Allows users to pick an AI agent for the campaign creation and have an overview of excisting agents they are working with.
Voice Cloning flow - allows users to make their own voice model for AI Agents to use it.
Agent Copilot served me as a start of my professional grown, giving me a great amount of design process deliverables.
Learning to transform the CEO's vision into practical and useful design elements was challenging. But it helped to understand goals of new features showing how would they fit into user's journey.
Clear and precise communication with the engineering team was important to avoid misunderstandings and ensure time-effective progress during the sprints.
Being only one designer for a big period of time - was a unique opportunity to apply my skills in a new context, developing my ability to make design decisions quickly and more efficient.
Direct access to client feedback was helpful in developing a deep understanding of our user's psychology. This process helped me to understand common points across different users feedback, which was important for our design solutions be user-friendly.
I developed a minimalist design philosophy, focusing on simplicity and usefulness on the first place. This approach helped in a build-up design process where new / additional elements were added after new ideas on our collaborative design sessions.
Fast growing startup environment at Agent Copilot significantly contributed to my growth as a designer. Each sprint brought new challenges and learning opportunities, enabling me to evolve my design and soft skills.
My time at Agent Copilot was more than just a series of design tasks: it was an intensive learning experience in a fast-paced environment that shaped me as a designer and a professional, as being a part of a growing startup - I was able to wear different hats and have a lot of different responsibilities. Working closely with a talented team, facing and overcoming challenges and seeing the impact of our work on prospective clients, enriched my skill set and gave me a lot of insights that will continue to influence my approach to design.
