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Sales Automation with Human-Aware Intelligence

Designing an AI teammate that sells, qualifies, and delights as only the best founder could.

Process Highlight

Challenge and responsibilities


Challenge

How do you design an AI assistant that feels genuinely helpful and human-aware while automating repetitive sales tasks for busy founders?

Scope

0-1 design of a AI video agent, including guided product discovery, lead generation flows, email personalization, meeting scheduling, and ethical AI touchpoints.


Timeline

June 2025 - September 2025

Disciplines

UX Research

Conversational Design

AI/UX Design

Usability Testing

Role

AI Product Designer

Visual Design Lead

Tools

Figma

FigJam

Google Veo

What is MyWorker.AI

An AI automation platform to streamline the top-of-funnel workflow for sales teams


The platform helps startups and small businesses to automate sales processes, from researching prospects, integrating with CRM systems to booking meetings thereby helping teams focus on closing deals rather than chasing leads.

Problem visualization

Business Goals

01

Increase Lead Conversion

Transforming more website visitors into qualified leads.

02

Maximize Founder Efficiency

Free up founders' time from repetitive sales.

03

Scale Sales Operations

Opportunity to grow sales without expensive hiring.

Problem

Early-stage startups struggle with converting first-time visitors into qualified leads


MyWorker.AI struggled with many missed opportunities primarily because of three reasons. And they were:

Problem 1 visualization Problem 2 visualization Problem 3 visualization
01

The current process is long and tedious onboarding forms that cause drop-offs. Curiosity turns into fatigue before conversion even begins.

02

Even after submission, users don't know when to expect a response about receiving their leads.

03

Most importantly, the experience lacks a personal and guided touch.

How might we design a transparent AI solution that earns radical trust to nurture, engage, and convert curious visitors into qualified leads?

Solution

We designed Alex, an AI-powered sales agent that acts as a digital teammate, not just a tool


Alex automates the most repetitive parts of the sales process lead qualification, personalized outreach, and meeting scheduling while maintaining empathy, transparency, and a conversational flow that feels human.

Solution 1 - Conversational Interface
Solution 2 - Chat Interface
Solution 3.1 - Ideal Customer Profile
Solution 3.2 - Lead Generation
Solution 3.3 - Book Meeting

To help founders and product owners see how Alex performs in the real world, we designed three connected dashboards that visualize the AI's behavioral, business, and engagement patterns.

Engagement & Conversion Dashboard

Focuses on user-AI interaction depth, how many conversational turns lead to meaningful outcomes.

It highlights top CTAs, dwell time by step, and latency vs drop-off correlations, allowing teams to tune micro-interactions that directly influence engagement and conversion efficiency.

Avatar Performance Dashboard

Evaluates AI quality and trust signals, thumbs-up ratio, ICP acceptance, edit rates, and latency.

By mapping user feedback to model versions, it reveals how improvements in tone, timing, and response quality translate into measurable user confidence.

Business Insights Dashboard

Tracks AI-driven business outcomes such as total leads generated, ICPs defined, and pipeline value.

It surfaces industry trends, deal values, and conversion rates, helping founders identify which markets or segments the AI performs best in, and where strategy pivots could yield higher ROI.

Impact

The value created for founders and customers


01

Time Saved for Founders

Estimated 6 hours/week saved per founder through AI-driven lead generation and email personalization.

02

Improved User Trust & Experience

Users described Alex as "approachable" and "efficient," reducing friction and hesitation.

03

Data-Driven Visibility into AI Performance

The three analytical dashboards give founders live visibility into AI's performance for better monitoring.

Research

The landscape of AI video agents was new… to build with confidence, we grounded every decision in deep research


We combined quantitative market analyses with qualitative founder insights and academic research to understand how AI could empower startups without compromising transparency or trust. This multi-layered approach helped us design a system that's both data-informed and human-aware.

Problem visualization
Competitive Analysis

Understanding the AI sales landscape to find our white space


We analyzed 14 competitors spanning AI sales agents, chatbots, and avatar-based assistants from platforms like 11x.ai, Artisan, and Warmly, to conversational tools like Drift, Ada, and DeepBrain AI.

01

Key Finding

Most competitors automate tasks, few address the emotional dimension

02

Market Gap

Most AI sales rep tools drop SMBs into complex setups

03

Feature Opportunity

Adding video avatars could strengthen "all-in-one" platform positioning

White Paper Research

Users support honesty about AI nature


To ensure MyWorker.AI's conversational experience aligned with both user psychology and ethical AI principles, we conducted an in-depth review of eight academic and industry white papers. These papers spanned topics such as human-AI collaboration, embodied conversational agents, anthropomorphism, ethical transparency, and AI-driven customer engagement.

White Paper Research 1
White Paper Research 2
White Paper Research 3
8 research papers

Key Insights

01

AI works best as a collaborator, not a replacement.

02

Users trust AI more when it clearly communicates its role and boundaries.

03

Human-like grounded traits, used thoughtfully in AI avatars, enhance trust.

More Stats

43%

Organizations are investing in AI for customer support.

58%

Advocate for full transparency about AI use.

60%

Customer support experts see the advantages of AI.

PESTLE Analysis

Understanding the external forces shaping AI adoption


To design an AI solution grounded in real-world viability, we conducted a comprehensive PESTLE analysis. This framework helped us understand not just user needs, but also the broader market, ethical, and regulatory context shaping AI-led sales tools.

01

Political & Legal

AI regulation and privacy laws are tightening, making transparency and compliance non-negotiable.

02

Economic

AI adoption is accelerating, but SMBs now demand clear ROI and measurable value, not just automation.

03

Social

Users want control and authenticity, trust is built when AI feels human-aware, not manipulative.

04

Technological

Multimodal AI is rising, creating new UX possibilities for blending video, voice, and language models.

PESTLE Analysis

Product Opportunity Gap

LLMs can handle complex, contextual conversations while video synthesis technology creates lifelike avatars, but no one has combined these effectively for empathetic sales.

User Interviews

Uncovering what founders value most when AI becomes a voice for their business


To understand the pain points, motivations, and mental models of our target users, we conducted 7 in-depth interviews with founders and business owners across e-commerce, real estate, creative, and service industries. Each conversation uncovered the tension between automation and authenticity, revealing what founders value when AI becomes a face of their business.

User Interview Session 1
User Interview Session 2
User Interview Session 3

We wanted to understand

01

How do start-ups handle new leads for their company?

02

What degree of avatar realism matters? Why?

03

What one job will deliver the fastest, clearest business impact?

Arrow pointing down

Key Research Insights

01

Sales motivation shifts from emotional to utilitarian throughout the journey.

02

Founders want AI to handle mechanics to amplify their authenticity, not replace their personal touch.

03

Users want AI to feel human-aware, not human-like.

Insights to Ideas

Challenges that founders were facing


Our ideation process began with a simple goal, staying close to the founders' reality. Across conversations, we looked closely at their pain points at a low-level and a consistent pattern emerged: time was their scarcest resource.

Challenges that founders were facing
Design Thinking

Translating user pain points into tangible design possibilities


This stage was where our ideas truly came alive. We began with a Crazy 8's session, rapidly sketching diverse interpretations of how an AI avatar could ease founders' daily challenges. We explored designs from how the interface would look and what features it could have. They ranged from having focus on captions for accessibility, chat capabilities and others.

We also did storyboarding to conceptualize what features would solve the main challenges that users faced. These included digital concierge, guided product discovery to show them value, and qualification and booking and features like AI-powered follow-ups.

Storyboarding

Storyboard 1
Storyboard 2
Storyboard 3
Storyboard 4

Crazy 8's

Crazy 8 Sketch 1
Crazy 8 Sketch 2
Crazy 8 Sketch 3
Crazy 8 Sketch 4
Crazy 8 Sketch 5
Crazy 8 Sketch 6
3

Brainstorming Sessions

Rapid ideation to explore diverse solutions.

20+

Design Iterations

Continuous refinement of concepts and interfaces.

4

Solution Concepts

Final concepts ready for implementation.

Designing the User Flow

​Visualizing how the avatar interacts across distinct touchpoints


With our use cases prioritized, the next step was to translate ideas into motion. We approached this collaboratively but with intention starting first with individual exploration.

Each designer took ownership of one use case and independently mapped the user journey end-to-end. This phase of separation was deliberate; it allowed for divergent thinking before alignment.

workflow

Once every perspective was on the table, we converged to identify overlaps, refine transitions, and define a cohesive end-to-end flow for MyWorker.AI.

Comprehensive Workflow

JTBD: We identified jobs to be done for representing the high-level goals customers wanted to accomplish.

As an early stage startup founder, I need to provide founders with an overview that understands their context and frames our company's value specifically for them, so that I can build radical trust and convert their interest into a qualified lead.

As an early stage startup founder, I need to receive actionable leads and personalized outreach materials, so that I can overcome my sales friction and feel empowered to start building momentum for my company.

As an early-stage startup founder, I need to seamlessly schedule meetings with potential leads directly through the AI assistant, so that I can maintain personal connection and convert interest into meaningful conversations without losing time in coordination.

Moodboard

Understanding how conversational AI looks, feels, and earns trust


I made the moodboard to study from chat-based assistants, avatar-led interfaces, and enterprise AI touchpoints each exploring a different tone of voice and visual rhythm.

Moodboard
Wireframing

Giving life to early concepts


We explored the avatar's initial presence on the page? Should it be a subtle bubble or an overlay? We also explored the interaction model we considered a full-screen, video-centric experience for product demo. We also integrated chat interface to leverage familiar chatbot patterns to make this new type of interaction feel more intuitive for first-time users.

We moved quickly to detailed mid-fidelity designs. We kept it detailed because the feel of the AI interaction was just as important as the flow. We needed to test how users would react to a human-like presence.

Lo-Fi Wireframes

Lo-Fi Wireframes

Mid-Fi Wireframes

Mid-Fi Wireframes
Testing

Initial usability testing - gathering early feedback


With our mid-fidelity prototype ready, we moved into our first round of moderated usability testing with 2 founders.

The goal was to get early feedback on the most critical part of the user journey: the Product Demo workflow. Specifically, we wanted to see how users would react when the avatar proactively offered to give them a video demo of the platform's core features, like lead generation and personalized email crafting, meeting booking. The insights we gathered here were crucial and led to some significant design pivots.

Usability Study

2 Usability Tests with Founders

Focus: The Product Demo Workflow

Testing

Key findings - here our assumptions met reality


The feedback from these tests was incredibly direct and insightful, and it revealed two major flaws in our initial approach. First, the overall experience still felt like a chatbot to users and it lacked the immersive, conversational feel we were aiming for. Second, our users skipped the product demo. Every time. The founders we tested told us plainly that they don't have time for a tour. They wanted to understand the value of the product and how it can help them in an effective way.

Chat Experience

Chat Experience

The experience lacked sense of immersion

"This feels like a slightly better chatbot."

Skipped Product Demo

Skipped Product Demo

Users skipped the demo

"Don't show me what it does, tell me how it helps me. I don't have time for a tour."

Iteration

The strategic pivot - from demo to do


This critical feedback forced us to completely rethink our approach. The core insight was that users didn't want us to show them the value; they wanted to experience it for themselves. So, we made a major strategic pivot. We killed the passive demo video.

Instead, the avatar now says, 'Let's do it together.' It guides the user through the actual steps of generating leads and crafting emails, live, right there in the interface. This gives them a real, tangible taste of the platform's power, not just a description of it.

To fix the immersion problem, we designed this entire flow to happen inside the avatar's UI, creating a seamless and magical experience. This pivot was the single most important decision we made in the entire project.

Before

Greet User
Greet User
Passive Demo Video
Passive Demo Video
Book Meetings
Book Meetings

After

Greet User
Greet User
Generate Leads
Generate Leads
Craft Emails
Craft Emails
Book Meetings
Book Meetings
Validation

Testing the new workflow


We ran a second round of moderated usability tests with four founders, asking them to think out loud: Our goal was to answer three critical questions: First, is the new interaction clear? Second, do they perceive the generated leads as valuable? And third, and most importantly, do they feel confident and comfortable sharing information like email with the AI in this new, more intimate format?

01

Clarity

“ Is the initial interaction with the AI clear and intuitive?”

02

Value

“What is their reaction to the quality of the live-generated leads?”

03

Confidence

“Do they feel confused or uncomfortable at any point in the flow?”

Workflow Validation 1
Workflow Validation 2
AI Design Principles

Designing for trustworthy AI experiences


We designed Alex to be a trustworthy AI agent that users can rely on. We did this by making sure the agent is transparent about what it is doing and how it is doing it. We also made sure the agent is able to provide feedback to the user and correct itself if it is wrong.

UI details

Transparency & Feedback

We made Alex visibly “Powered by AI” and added lightweight feedback controls so users can express trust, confusion, or correction in real time.

UI details

Progressive Disclosure

We reveal what Alex is doing one step at a time to keep users oriented and reduce cognitive load. This helps users trust the process, see visible progress without being overwhelmed by too much AI logic at once.

Avatar UI with progress
Reasoning and Thinking UI

Reasoning and Thinking

The reasoning behind process heavy tasks is shown to users as thinking state. This helps in making the process feel more trustworthy.

Citation confidence Sources panel

Sources and Citations

The findings show where every insight comes from so users can verify it themselves. This helps build more trust in the platform.

Fallback UI

AI Honesty

Instead of inventing answers, Alex is transparent about what she can and can't access and suggests an alternative so the flow never breaks.

Learnings

My takeaways from the journey


01

Prompt Design

Trust in an AI avatar isn't earned in the big moments, it's in the "in-between" ones. A loading pause, a listening nod, a minimized state. If any of these feel off, users disconnect. With careful prompting in Google Veo, we shaped Alex to feel present but not uncanny, aware, not animated.

Sample Prompt

Medium shot, eye-level camera. The subject is a woman seated at a desk in an office. She has her hair down and is dressed in business casual attire. Her body is facing the viewer. She raises a slight hand wave, smiles, and says: "Hi, I'm Alex. Please feel free to ask me any questions you might have about MyWorker.ai or how to get leads. I am here to help." Her tone of voice is soft and inviting. Her body language is open and welcoming so users feel encouraged to engage and talk with her about any questions they might have about the company/product.

02

The Power of a "Research-Led Pivot"

I learned to treat research not as validation, but as confrontation. When users told us something wasn't working, it wasn't criticism it was a gift. The pivot only happened because we stopped asking, "How do we make them like this?" and started asking, "What are they telling us instead?"

03

Designing for Trust in AI

Designing for AI is about predictability. We learned that users trust AI when it shows what it's doing, why it's doing it, and where its limits are.

04

From Solo Work to Shared Synthesis

I learned the power of taking design beyond the Figma file. I presented this project at Big Design Energy during SF Tech Week, walking founders and designers through the process, features, and impact of MyWorker.AI. Sharing the journey helped me translate design decisions into collective learning.

Presentation at Big Design Energy during SF Tech Week
Next Steps

Expanding the vision


01

Platform Agnostic

Today, Alex lives inside MyWorker.AI, but the long-term goal is to make her fully embeddable. That means any startup, SaaS product, or landing page could integrate Alex as a plug-and-play AI teammate, without redesigning their product or rebuilding chat logic.

Platform-Agnostic integration
02

From Advice to Action

Right now, Alex suggests leads, drafts emails, and surfaces insights, but the next step is agency. Instead of saying "You can send this email", Alex will be able to do it, schedule outreach, update CRMs, tag leads, create segments, run A/B tests, all through natural language approval. Users stay in control, but Alex handles the clicks.

From Advice to Action
03

Human Fallback Option

Even with a strong AI flow, users should always be able to switch to a real person when they want clarity, reassurance, or deeper context.

In the next version, it will include a “Talk to a human” option that hands off the conversation, without breaking the flow.

Thank you for your time.

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