Guided onboarding for AI support agents
A guided setup flow that turns a blank AI agent into a live, working one
- UI / UX
- Design System
- AI
Mission / Challenge
Setting up an AI customer-service agent touches knowledge sources, tone, channels, and testing, enough steps to lose anyone halfway through. The challenge was designing an onboarding flow simple enough to finish in one sitting.
Services / Technologies
End-to-end UI/UX for the onboarding wizard, the agent overview dashboard, and the component library behind both, covering every state from empty to error.
Outcome
A six-step onboarding wizard, a live test panel, and an agent overview dashboard that tracks automation rate, escalations, and recommendations after launch.
Impact
Turned a multi-step technical setup into a guided flow a support team can finish without engineering help, then hands them a dashboard that shows the AI agent earning its keep.
Mapped every state the agent overview needed, loading, default, recommendations, and their menus, then wired them together so the flow held up before a single screen was polished.
Mapped the entire onboarding end to end, connecting a CX platform, personalizing the agent, configuring channels, and reaching automation potential, before designing a single screen inside it.
Built the component library behind every screen: insight cards, performance charts, recommendation lists, and quick actions, each with its own default, loading, and error state.
The connected prototype end to end: connecting knowledge, configuring channels, testing live, and watching the agent go from setup to launched.
If you've found this project interesting feel free to drop me a message
Let's build something that works at scale.
Open to Lead Design and Senior Design roles and select collaborations.
iglewski@gmail.com
