Hussle CRM Application AI Messaging Integration

My Role:  Lead Product Designer and Researcher

Team: Michael Sawina, Jason Matheny, Alex Cooper, Shadow Wong, Khanh Tran, Jalen Bailey.

Project Duration: 6 months

Programs Used: Figma, Jira, UserBrain

Problem 
In the Hussle CRM application the compose message screen takes too long for sales reps to send marketing assets with personalized messages to their customers.

Solution
Incorporate an AI messaging assistant to help sales reps quickly generate personalized messages to their customers. 

The Team

Product Information

Proto Personas

2 personas were created of sales reps that use the Hussle CRM platform to send messages with marketing assets to their customers.

Wireframes

These are the wireframes that were developed in the early stages of the design process.

Style Guide

These are the colors and typography used to build out the initial high-fidelity screens.

UI Components

These are UI components used to build the AI messaging flow. Some components were existing in the design systems and others are new designs.

Design Variations

These are initial design variations of the compose message screen.

Usability Testing

A qualitative test was conducted using the UserBrain platform. The goal of this test was to find potential issues with the new AI compose message flow early in the development process.

Qualitative User Feedback

Users completed 3 tasks using the new CMR share flow prototype and provided suggestions to improve the experience.

Multiple Choice Test

Users were shown five potential names for the new AI messaging feature and asked to select their favorite. The name "AI Composer" emerged as the top choice.

Design Changes

Here are the design changes made based on feedback gathered from the usability test.

Prototype Walkthrough

Final Steps

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