AI · Enterprise SaaS
Turning conversations into business insights with generative AI.
Worked with a US‑based startup helping BD teams in regulated industries manage compliance risks, enhance customer engagement, and extract actionable insights from daily conversations.
About
BD teams across South America relied on messaging apps for client interactions but had no way to unlock meaningful insights from them. Sales Ops Managers struggled to measure sales effectiveness, surface critical complaints, leverage positive feedback, or discover deeper patterns.
Designed a dashboard enabling teams to track key metrics around sales effectiveness and digital engagement, drill‑down views letting supervisors explore conversation themes and access supporting context, and a settings module for managing users and notifications.
Role & Process
Responsible for UX/UI, transforming an existing technical PoC into an intuitive, scalable product. Conducted stakeholder interviews and workshops, and created low‑ and hi‑fi mockups, prototypes, a style guide, and a lightweight design system built on MUI foundations.
Team
Collaborated closely with the Product Owner, stakeholders and engineering team.
Impact
Design artifacts were used in investor and client presentations, contributing to a successful seed funding round and securing initial pilot programme agreements.
