ASSIGNX

Designing a No-Code AI Platform for Automated Sales & Customer Support

Product Design
AI SaaS Platform
Dashboard UX
Workflow Design
Design Systems
UX Architecture
Automation UX
Front-End QA

Role

Product Designer & Front-End QA

Duration

0 → 1 Launch in 6 months

Platform

Web App · AI Voice Agents

Industry

AI Sales Automation · SaaS

/Overview

An AI platform that works like your best sales rep around the clock.

AssignX is an AI-powered sales automation platform that deploys intelligent voice agents capable of calling leads, handling objections, booking meetings, and nurturing pipelines 24/7, at a fraction of the cost of human SDRs.

I was brought in as the sole senior designer to take the product from a raw concept to a fully shipped, revenue-generating platform. This meant everything: discovery, strategy, systems, flows, and working directly in Cursor for front-end QA.

/Role

This wasn't a redesign or an iterative improvement — there was nothing before I arrived. I owned every aspect of the product experience: the strategy, the architecture, the visual language, and the front-end quality gate.

Working directly in Cursor for front-end QA meant I could catch and resolve implementation issues in real time, reducing handoff friction and keeping design intent intact through to production. The collaboration with engineering was tight and continuous.

This role required me to function as both a strategic product thinker and a meticulous hands-on craftsperson — two modes that don't always coexist, but were essential here.

The Future of Sales Automation

/Problem

Businesses are increasingly adopting AI to automate sales and customer engagement, but most AI automation tools are difficult for non-technical users to configure.

Sales teams were hemorrhaging time and budget on repetitive outreach.

"Hiring a sales rep costs thousands per month. They sleep. They quit. They have bad days. Our users needed an agent that never does any of those things."

/The market pain

Small and mid-size businesses were spending disproportionate amounts on SDR salaries for tasks that were fundamentally repetitive cold calling, objection handling, follow-ups, and meeting booking. The promise of AI was there, but no product had made it truly accessible or trustworthy.

Early interviews with target users revealed a consistent pattern: they'd tried chatbot tools, they'd tried outsourced calling teams, and they were still frustrated. The missing piece was something that felt human, but worked like software.

/Design challenges

Making AI feel trustworthy

Users needed to believe the AI would represent their brand well before handing it real leads.

Zero to one complexity

No existing design to iterate on — every pattern, component and flow had to be built from scratch.

Non-technical users

The product had to be operable by business owners with zero technical background.

Speed to ship

Competitive market pressure meant we needed to move from concept to live product fast.

/Platform Design

Login Screen
Dashboard
Voice chat with agent
SMS Chat with Agent

/Design Process: Concept to Live

01

Discovery & Competitive Analysis

I mapped the AI sales tools landscape — Drift, Intercom, Dialpad AI, Salesforce Einstein — identifying UX gaps and unmet expectations. I conducted lightweight interviews with target users (SMB owners, sales managers) to understand their mental models around AI phone agents and what made them hesitant to trust them with real leads.

02

Information Architecture & Core Flows

I designed the full IA from scratch: dashboard, agent creation, lead management, campaign setup, call analytics, and CRM integrations. The onboarding flow was especially critical — I mapped a four-step wizard that let users personalise their agent, upload leads, and launch their first campaign in under 30 minutes.

03

Design System & Component Library

I built a cohesive design system from zero: typography scale, spacing tokens, colour semantics (active vs. idle agents, success/failure call states), and a library of reusable components. This ensured speed and consistency as the product grew without me needing to re-design the same patterns.

04

Prototyping & Usability Validation

I built high-fidelity prototypes in Figma and ran quick usability tests with early users. Key insight: users didn't trust the agent until they could hear a sample call. This led to me designing a "Listen to your agent" preview step in the setup flow — a single interaction change that dramatically increased completion rates.

05

Front-End QA with Cursor

I worked directly alongside the engineering team using Cursor to QA the front-end implementation. This meant reviewing spacing, component states, responsive behaviour, and interaction fidelity against design specs — catching and resolving issues in real time rather than through lengthy back-and-forth. This compressed delivery cycles significantly.

06

Post-Launch Iteration

After launch, I tracked user drop-off points in the onboarding flow and iterated on the agent configuration UI based on support tickets and session recordings. Continuous refinement across 8 months as the business scaled toward $20K MRR.

/Mind Map

Before a single frame was opened, I mapped the entire product from scratch. Working with the founders, a mindmapping session turned a raw concept into a clear direction defining the core user journeys, product structure, and the key decisions that would shape everything built after it. The mindmap wasn't a deliverable. It was the thinking behind every design decision that followed.

/Key Design Decisions

Audio preview in onboarding

Letting users hear their agent before launching was the single biggest trust-builder. I designed an inline audio playback step directly into the agent setup wizard — users immediately became more confident in going live with real leads.

Simplified AI Agent Setup to 4 Steps

I reduced agent setup to: choose a persona → Configure Agent number → customise the script → upload leads. What felt like a complex technical task became something users could do in under 10 minutes. This collapsed time-to-value and improved activation dramatically.

Real-time call analytics dashboard

I designed a live analytics view showing active calls, objections handled, and meeting bookings in real time. This gave users a sense of the platform working for them constantly — turning an invisible background process into a satisfying, visible outcome.

/Outcome & Impact

AssignX hit $20K MRR in its first 8 months and put over $90 million into our clients' pipelines. Every dollar traces back to a product designed from a blank canvas — zero inherited patterns, zero existing playbook.

$20K

Monthly recurring revenue within 8 months of launch

$90M+

Generated for clients across industries via the platform

0 → 1

Full product designed end-to-end, from blank canvas to live product

<30minutes

Time-to-value for new users: from sign-up to first agent live, through intentional onboarding design.

/Reflection

01

Trust is a design problem

Getting users to hand control of their sales pipeline to an AI isn't a marketing problem — it's a UX problem. Every interaction in the platform was designed to build confidence incrementally, not ask for blind faith upfront.

02

Design systems pay off fast in 0→1

Investing two weeks building a proper component library early saved months of inconsistency later. When the product grew quickly, the system scaled with it — without design debt accumulating on every sprint.

03

Front-end QA is part of design

Using Cursor for implementation QA changed my relationship with delivery. Design doesn't end when the Figma file is handed over — it ends when the live product matches the intent. Owning that gap made the product significantly better.

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Last Updated on August 5 12am GMT +1.