Designing trust into an AI platform

Alana AI platform
Timeline 
May–Oct 2019
(20 weeks)
Role          
Hands-on
design lead
Team          
Led 3 designers
(PM, Eng, QA)
Markets
LATAM &
Europe
What this project shows

How I take an ambiguous, high-stakes problem and turn it into a product the business can grow on

Impact

A ground-up platform that unlocked the SMB market and moved every business metric that mattered in year one

+xx%
revenue, year one
−xx%
customer acquisition cost
+xx%
upsell
Exact figures are Alana-internal. Happy to walk through them in an interview.
Situation

The AI worked. The business around it didn't.

Alana AI automated up to 98% of customer replies across social media, inboxes, and email. The technology was real, and the clients were names like Spotify, Diageo, and UNICEF. But three years in, retention was slipping and upsell was stalling, for reasons that were all about the experience, not the model.

Clients did not believe an AI could run customer conversations unsupervised, so they read every automated reply by hand, hunting for mistakes. Anything the AI could not handle got routed out to a third-party tool, so the product felt both expensive and fragmented. And the whole thing was priced and built for enterprise only. Ahead of a $5M round, investors wanted the opposite: an SMB-ready, self-service product. I led the design of it.

Challenges

Four problems, one root cause: people could not see or steer the AI

Where clients could not see or steer the AI
Design principle

Trust comes from control. Show people what the AI did, let them judge and correct it, and they will let it do more.

Two hard calls

Exposing the AI instead of hiding it. The automation was the product, and it was also the problem. The better the AI got, the more it unsettled the people relying on it, so they policed every reply by hand and the value evaporated. The tempting move was to make the AI feel more finished and hide its work. I bet the opposite: build a QA surface where users could easily follow what the AI was doing and grade its answers. For the client, that was the control they had been missing, the reason they no longer needed to check every reply themselves. For the company, every grade was structured feedback that fed straight back to the engineers retraining the models. The same surface answered both sides at once, and control and trust stopped competing and started reinforcing each other.

Refusing the familiar-versus-different tradeoff. The founders wanted a look and feel radically unlike Zendesk, so the product would never be mistaken for one more ticketing tool. Sales wanted the opposite: the more familiar it felt, the easier it was to sell. Rather than pick a side, I went looking for a third option. It took several rounds of sketching and dead ends before the Insight card emerged as the synthesis. Instead of a flat queue of tickets, the platform grouped messages into cards by type, then let teams filter them by relevance and urgency against their own goals, so anyone could see what to handle next. It gave the human team an intelligence layer even over the messages the AI could not answer, and it read as something genuinely new rather than a reskinned help desk. Familiar enough to sell, different enough to matter.

The Insight card — messages grouped and prioritized
Approach

One principle, applied across the platform

The platform before the redesignThe redesigned platform across the flow
Testing and iteration

I ran an unmoderated remote test with five participants, each working through six real tasks in a high-fidelity Figma prototype while I tracked how long each one took and whether they finished. The first round was blunt. People did not understand the Insight cards or what they pointed to, and they struggled to find and join conversations, telling me they expected something closer to the messaging apps they already used every day.

So I took those findings apart, turned each into a hypothesis, and designed against them: clearer card titles and tags, objective headers that surfaced the right information up front, and a conversation flow that behaved like the messaging apps people expected. Then I ran the same six tasks again with a fresh set of participants and measured the same things, so the before-and-after held up honestly.

Before the redesignAfter the redesign
Result

Shipped, trusted, and measurably faster

The redesigned platform shipped as a self-service B2B SaaS product. In a second round of usability testing, participants completed every task, and did it in far less time, with report generation markedly faster. In year one the business saw double-digit revenue growth, a sharp drop in customer acquisition cost, and a solid lift in upsell, alongside lower operational cost and a validated path into SMB and international markets.

The platform after the redesignThe shipped self-service platform
What I learned, and what I would do differently

Three things carry over to any AI product I work on:

And three things I would do differently:

This is the work I keep coming back to, because the hardest part of an AI product is rarely the AI. It is giving people enough visibility and control to let it do its job.

Next

Leading the creation of a design system

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