SalesCloser.ai
From Discovery to Delivery: Crafting an AI Assistants Tool End-to-End
SalesCloser.ai is an AI-powered tool that enhances sales and boosts conversions. It automates follow-ups, personalizes customer interactions, and prioritizes leads. Detailed performance analytics and seamless CRM integration ensure smooth workflows. Real-time call assistance and training tools help sales reps improve techniques, making sales more efficient and increasing revenue.
Pain Point: Low Customer Conversion Rates Due to Scheduling Friction
Scheduling product demos was a major bottleneck in the sales process, leading to low customer conversion rates. Sales teams struggled with filtering leads, personalizing demos, and coordinating follow-ups, often losing potential customers due to delays and missed opportunities.
Research & Insights
To better understand the challenges in scheduling demos, we conducted 5 user interviews with sales reps, gathering qualitative insights on their pain points. Many reported frustration with juggling multiple tools to track customer interactions, leading to missed follow-ups and lost opportunities. Additionally, analytics data revealed that 30% of potential customers dropped off during the booking process due to unclear scheduling options. These insights guided our design decisions, ensuring the new flow addressed both usability issues and business needs.
Simplifying workflow creation
One of our key challenges was: How might we make workflow creation effortless for all users? Through user research, we discovered that most of our target users were neither tech-savvy nor familiar with AI tools. This insight underscored the need for an intuitive, user-friendly design that accommodates users of all technical backgrounds.
Our initial approach focused on streamlining the setup process by grouping related forms and introducing a three-step guided onboarding flow. This structured approach helped users configure settings easily while learning about the platform’s capabilities in a seamless manner.
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Design Evolution: From Manual to AI-Powered Simplicity
To further enhance usability, we introduced a fully customizable AI assistant builder. Instead of requiring users to manually create complex workflows, we developed an interactive drag-and-drop canvas, allowing for intuitive flow creation.
Taking simplification even further, we leveraged Generative AI to eliminate the need for manual setup altogether. With an integrated chat-based assistant, users can simply describe their needs in natural language, and the AI automatically generates a tailored workflow. This innovation dramatically reduces friction, making advanced AI workflow creation accessible to everyone—regardless of their technical expertise.
Interactive analytics displaying essential metrics
Beyond automating tasks, AI assistants should provide actionable insights to enhance performance. To achieve this, we conducted user interviews and collaborative brainstorming sessions to identify the most valuable metrics for sales reps. Our research revealed a strong need for interactive analytics that display essential performance indicators, allowing users to track progress and optimize their workflow. By refining our design through iterative testing, we ensured the analytics dashboard delivered meaningful, real-time data that directly supported user needs.
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Guidance Everywhere
With AI-focused tools still emerging at the time of our launch, we recognized that intuitive, in-platform guidance was critical for user adoption. To enhance the learning experience, we integrated interactive tutorials, contextual tooltips, and step-by-step video guides throughout the interface. Additionally, we introduced interactive analytics to help users track their progress and understand key performance metrics in real time. Through iterative testing, we refined these features to ensure they provided seamless support, empowering users to maximize the platform’s potential with minimal friction.
Challenges & trade-offs
Like any project, we encountered several challenges that required strategic decision-making:
Time Constraints: We had a tight development timeline, so we prioritized high-impact usability improvements over less critical UI refinements.
Technical Limitations: The development team had existing backend constraints, limiting our ability to introduce certain features. We worked closely with engineers to find workarounds that preserved usability while staying within technical feasibility.
Business Priorities vs. User Needs: Some stakeholder requests focused on revenue-driven features, while user research highlighted usability issues. We balanced both by advocating for a user-first approach while aligning our solutions with business objectives.
By navigating these challenges thoughtfully, we delivered a design that was both user-friendly and feasible within the given constraints.
The results
SalesCloser.ai has transformed the sales process with its AI-powered voice assistants, providing 24/7 automation for follow-ups, personalized interactions, and lead scoring. This innovation has resulted in a 40% increase in demo bookings, a 60% reduction in manual entry time. With in-depth analytics and real-time assistance, sales teams have been empowered to refine strategies, prioritize high-value prospects, and drive measurable revenue growth.
“With SalesCloser.ai, our prospects are better prepared for appointments—even outside business hours. The AI-powered follow-ups and lead scoring have saved us significant time, and the user-friendly interface makes it accessible for everyone, regardless of their technical background. It’s completely transformed our sales process and has made global scalability a reality.” — Licensed Insurance Producer
SalesCloser.ai delivers a faster, smarter approach to sales, boosting efficiency, scalability, and delivering tangible results for businesses.
My impact & key contributions
As the lead Product Designer on this project, I was responsible for designing an intuitive experience that streamlined the sales process. My key contributions included:
Restructuring the user flow to reduce friction in the sales pipeline, improving efficiency.
Redesigning the dashboard for better visibility into key sales metrics, enabling users to take action faster.
Collaborating with developers to ensure smooth implementation and alignment with technical constraints.
Conducting usability tests to refine interactions and improve overall usability.
Each decision was driven by user research and business goals, ensuring that the final design not only looked great but also improved functionality.
