AI SaaS · 2024
The right answer, surfaced mid-sentence
Product design for an AI call-copilot that pulls answers from a team's knowledge base during live calls — built for consultants, sales and support teams who can't say 'let me get back to you'.
Role
Product Designer — UX/UI, 0→1
Timeline
2024 · 10 weeks
Team
1 designer · 3 engineers
Platform
Web app · desktop-first
Live
Answers during the call, not after
1 glance
From question to suggested answer
0 → 1
Concept to shipped product
01 · Overview
On a live call, the cost of not knowing is immediate: a stumble, a 'let me check', a follow-up email nobody reads. WizzX listens to the conversation and surfaces relevant answers from the team's own knowledge base while the call is still happening.
I designed the product from concept to shipped UI — the live-call surface, the knowledge-base management experience, and the trust layer that makes people comfortable acting on an AI suggestion in front of a client.
02 · The Problem
What we were trying to solve
Knowledge lives in docs, wikis and veterans' heads — none of which are reachable in the three seconds between a client's question and an awkward pause. Existing tools summarise calls after they end, which is exactly when the answer stops being useful.
Pain point 01
Retrieval is slower than conversation
Searching a wiki mid-call means eyes off the client, frantic tab-switching and answers that arrive a beat too late.
Pain point 02
AI answers without provenance aren't trusted
Reps won't repeat a claim to a client unless they can see where it came from — a raw AI answer is a liability, not a help.
Pain point 03
The copilot competes with the call
Any interface that demands attention steals it from the conversation — the worst possible trade for a tool meant to help you talk.
03 · Research
What the users taught us
I sat in on live sales and support calls, ran interviews with consultants about their 'I didn't know the answer' moments, and studied how pilots and surgeons design glanceable, high-stakes interfaces.
Glanceable beats complete
Users wanted a one-line answer they could absorb in a glance, with depth one click away — never a paragraph to read while talking.
Source is the trust signal
Showing the document an answer came from mattered more than any confidence score — 'from the pricing sheet, updated last week' is what made reps willing to say it out loud.
Silence is a feature
The copilot earns trust by staying quiet when it isn't sure — a wrong suggestion mid-call costs more than ten missed ones.
04 · Design Process
From tangled problem to shipped solution
Stage 1 — Problem Identified
The answer gap is measured in seconds
Call shadowing made the core constraint concrete: whatever we built had to deliver value inside a ~3-second window, hands-free, without pulling the rep's attention from the client.
Stage 2 — Problem Scoping
One surface, ruthlessly scoped
We scoped v1 to the live-call panel plus a minimal knowledge-base manager — no CRM sync, no analytics suite. Every feature was tested against 'does this help in the 3-second window?'
- Latency budget agreed with engineering before high-fi design
- Knowledge-base quality flagged as the real success dependency
Stage 3 — Solution Shaping
Designing for peripheral vision
I prototyped card anatomies, motion timing and information density until suggestions could be parsed without reading — bold answer line, muted source line, calm entrance animation that never startles mid-sentence.
Stage 4 — Impact Testing
Simulated calls, real pressure
We ran mock client calls where testers had to use surfaced answers live. Cards that animated too eagerly got ignored or resented; the calm version got read. Confidence thresholds were tuned so the panel stayed silent rather than guessing.
- Measured glance duration and answer usage per call
- Iterated timing, density and suppression rules
Stage 5 — Solution Deployed
Shipped with the trust layer intact
The live product pairs every suggestion with its source and freshness, keeps the panel dockable beside any call window, and gives teams a simple flow to keep the knowledge base current — because stale answers kill the product.
05 · The Solution
The decisions that shaped it
WizzX ships as a calm sidebar that listens, surfaces a one-line answer with its source, and otherwise stays out of the way — a copilot that behaves like a good colleague passing you a note, not a second screen demanding attention.
Decision 01
The glanceable answer card
One bold line you can absorb without breaking eye contact, source and freshness beneath it, full context one click away. Designed to be read in peripheral vision.
Decision 02
Provenance on every suggestion
Every answer names its document and last-updated date. Reps repeat claims to clients because they can see exactly where each one came from.
Decision 03
Silence over guessing
Below the confidence threshold the panel shows nothing. The absence of bad suggestions is what made users trust the good ones.
Decision 04
A knowledge base teams actually maintain
Uploading, tagging and refreshing content takes minutes, with staleness nudges built in — because the copilot is only as good as what it reads.
06 · Impact
What changed
WizzX went from concept to a live product used on real client calls, with the design system carrying it through subsequent feature releases.
Live
Product shipped at wizzx.in
1-line
Answers parsed at a glance
100%
Suggestions shipped with source attribution
- Shipped the full 0→1 product — live-call panel, knowledge-base manager and onboarding.
- The provenance-first answer card became the product's core differentiator in sales conversations.
- Suppression-over-guessing kept trust high enough that teams left the panel open by default.
- Design foundations supported new verticals (sales, support, consulting) without redesign.
07 · Learnings
What I'm taking with me
- 01
For AI products, trust is the interface — provenance and restraint did more for adoption than any capability we added.
- 02
Designing for peripheral vision is its own discipline: motion, density and timing matter more than layout.
- 03
The unglamorous surface (knowledge-base upkeep) determined whether the glamorous one (live answers) worked at all.