AI Employees Integration
Role
Product Designer
Duration
Dec 2023 - Jan 2024
Company
Buzz is a B2B SaaS platform for sales outreach automation. It helps businesses run campaigns across LinkedIn, email, and calls to reach potential customers at scale.
Problem
Users often forget to add new LinkedIn profiles to their campaigns. When the list runs out, the campaign simply stops and all outreach comes to a halt.
Why is this a problem?
When a campaign stops, users lose touch with potential clients at the worst possible moment. It directly affects their ability to attract new customers.
My Role
I was the solo designer on this project and owned the entire process from start to finish. I worked with the CEO to figure out what we actually needed to build, talked through implementation details with developers, and reviewed everything on staging before it went live.
Hypothesis
If the platform could automatically find and add new profiles to a campaign, users would never have to worry about it stopping.
This hypothesis led to an idea: what if we created an AI Employee that not only keeps campaigns running but also talks to prospects and books calls with them.
Targeting Setup
Users start by telling the AI Employee who to look for. They can filter by job title, location, industry, and company size so the right prospects end up in the campaign.
Objective Setup
The Objective step is where the user tells the AI Employee what the campaign is trying to achieve. This helps the AI understand the context and write messages that feel relevant and on point.
Case Study Setup
The Case Study step lets users add real examples of their work. The AI Employee uses these to show prospects that the user has proven expertise, which helps build trust from the very first message.
Free Value Setup
The Free Value step is where users describe what they can offer prospects for free. This gives the AI Employee something useful to lead with, making it easier to start a conversation and grab attention from the first message.
Q&A Setup
The Q&A step lets users prepare answers to questions that prospects might ask. The AI Employee uses these to respond automatically during conversations, keeping the dialogue going without any manual effort.
Interest Response setting up
The Settings step lets users decide how far the AI Employee goes on its own. It can automatically book a meeting or stop and notify the user when a prospect shows interest.
Communication setting up
Users choose how the AI Employee handles messages: approve each reply manually or let it send automatically. They can also set how many follow-ups to send if a prospect goes quiet.
AI Employee in Campaign Settings
The AI Suite tab is where users assign an AI Employee to the campaign and track its performance in real time.
Dialog with prospect in inbox
The Inbox shows AI-managed conversations in real time. Messages sent by the AI are clearly marked so the user can always stay in control.
Results
Since we managed to design and demonstrate the feature quickly in a test environment, we retained a major client responsible for a large portion of our revenue. Additionally, we reduced support requests by 40% within the first week after release.