CRM Bot
Overview
To demonstrate the transformative potential of AI in sales and medical workflows within Vault CRM, a proof-of-concept for CRM Bot, an AI-powered assistant, was rapidly developed. This initiative, driven by UX concepts without formal PM requirements, aimed to showcase our commitment to AI innovation to customers. Featuring immersive full-screen conversations, CRM Bot was designed for impactful conference presentations and confidence presentations, laying the groundwork for future integrations across the CRM Suite.
My Role
UX/UI Design, Prototyping, AI Concept Development, Prototyping, Stakeholder Presentations, Requirements Definition (UX-Driven), Design Leadership
Results
• Created impactful AI conference presentations
• Delivered proof-of-concept without PM requirements
• Accelerated customer-facing AI concept validation
• Established foundation for future CRM AI integrations
• Design system expertise: 40% faster handoff
CRM Bot provides an intuitive, conversational experience with visual data and personalized suggestions. UX development focuses on ease of use and seamless CRM integration.
The first iteration of the iPad CRM Bot, a full-screen AI-powered Question and Answer interface with basic data integration, presented within the app's navigation tab menu at the 2023 Veeva Conference.
Presented at the Veeva Commercial Summit in November 2024, the CRM Bot iteration introduces a universally accessible FAB button across all iPad and iPhone app screens. This ensures users can initiate AI assistance from any context within the CRM Suite, streamlining workflows and enhancing immediate access to information.
Refined through UX testing and feedback, the CRM Bot's earlier designs evolved into the current version, showcasing refreshed UI elements, components, and patterns.
This demo illustrates how users can interact with the bot to request information or complete tasks, with the bot prompting for clarity and requesting feedback. Proactive suggestions are also demonstrated to guide user interaction, all guided by the bot usage patterns I led through UX strategy.
New Patterns & Components
For the CRM Bot, I implemented a proactive design approach, utilizing Figma variants to create components that seamlessly integrate with the existing design system. This resulted in the development of new components and usage patterns, ensuring an efficient build process and a smooth handoff to the design system team.