Case_Study-Agentz_AI

Aarón Hernández C.

Product Designer

Based in Costa Rica

AGENTZ AI CASE STUDY

Generalist support: Brand Strategy, UX, & Web Solutions

Explore how I helped Agentz AI through comprehensive UX research, strategic branding, and innovative product design. This case study showcases my role in developing a credible brand identity and an efficient onboarding process for Agentz AI's diverse clientele.

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AGENTZ AI CASE STUDY

The Challenge

Agentz AI, Stockholm, Sweden

Agentz AI assigned me the crucial task of crafting a cohesive digital brand identity alongside a suite of interactive materials to effectively convey their value proposition.

This multifaceted project included:

• Creating a new brand
• Implementing a comprehensive design system
• Conducting UX studies to enhance client support
• Developing user personas to understand diverse client profiles
• Developing UX and UI for website

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AGENTZ AI CASE STUDY

My Role & Support

My responsibilities encompassed providing visual design support and overseeing development processes, with a significant challenge being the design of an automated, client-ready webpage that not only clearly explains the product but also enables service booking and guides clients through the initial onboarding steps with intuitive, automated features.

Through comprehensive research across six distinct market profiles - Sales Automation, Ecommerce, Digital Marketing, Real Estate, Finance & Accounting, and Customer Experience - I facilitated insightful workshops and streamlined the client reception process, resulting in a robust design system that ensured brand consistency and custom AI Assistant packages tailored to each client's unique needs.

Creative Direction & Strategy

Guided overall vision and strategy
Ensured alignment with Agentz AI’s goals and values
Developed comprehensive branding, user engagement, and visual communication strategy
Implemented design thinking methodologies

UX/UI Design / Generalist

Conducted user research and developed personas
Created wireframes, prototypes, and high-fidelity mockups
Focused on user-centered design principles
Applied broad UX skills from research to testing
Utilized AI tools for data processing and support in UX research and design

Project Management Support

Collaborated with project managers
Provided stakeholder support
Maintained close follow-up to meet deadlines and milestones

Visual & Interface Design

Designed cohesive visual identity, including logos, color schemes, and typography
Developed a style guide for consistency
Created narratives through motion graphics and explainer videos

Web Design & Development

Designed and developed a responsive website with automated features
Ensured website usability and brand alignment
Integrated features for client booking and onboarding

Motion Graphics & Storytelling

Produced high-quality motion graphics and animated shorts
Fine-tuned storytelling through visual media
Enhanced the brand’s digital presence through engaging narratives

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AGENTZ AI CASE STUDY

The Method

About the project:

Utilizing the Double Diamond methodology, this project aimed to enhance client interactions through AI automation for Agentz AI. It involved defining a credible brand, creating an automated onboarding process, and understanding six market profiles to develop custom AI Assistant packages tailored to client needs.

Type of work:

Double Diamond Methodology

Problem: Identifying pain points in client interactions across sectors such as Sales Automation, Ecommerce, Digital Marketing, Real Estate, Finance & Accounting, and Customer Experience.

Planning: Synthesizing insights from research, interviews, and workshops to define core challenges and develop a strategic roadmap.

Solution: Implementing AI-driven solutions for improved client engagement, including a digital brand identity, interactive materials, a responsive website, and an automated onboarding process.

Deliverables:

• Brand and Design System
• Client Profile Study
• Sales Process Study & Presentations
• Responsive Website
• Client Onboarding Process
• Explainer Videos
• Social Media Content

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AGENTZ AI CASE STUDY

What do we want to learn about the project?

Why do we need the project?

Requirements: Identify and fulfill client needs through innovative solutions.

Goal: Achieve a balance of aesthetic appeal, functionality, and target audience engagement.

What do we want to learn about the users?

Why was the decision made to use AI automation for client interactions?

What do users appreciate most about the AI-driven solutions?

What aspects do users find least effective or engaging?

What do we want to learn about the target audience?

Who is the main user? Businesses seeking enhanced customer service through AI.

Why is the AI solution being used? To streamline and improve client interactions.

How is the AI solution being used? As a tool for efficient customer support and engagement.

Where is the AI solution being used? Across various business platforms and customer touchpoints.

When is the AI solution being used? Throughout the customer lifecycle, from onboarding to support.

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AGENTZ AI CASE STUDY

Strategy

Agentz AI needed a cohesive digital strategy to effectively communicate their value proposition.

• Responsive website
• Explainer videos
• Client onboarding processes
• Social media content

To ensure consistency and streamline the design process, I developed a comprehensive style guide that standardized typography, color schemes, and visual identity, enabling seamless collaboration and high-quality outputs across all deliverables.

Facilitating Workshops & Conducting UX Research

We used Miro's dashboard to interview key stakeholders and take notes, shaping the core information for products and the brand's mission. The customer experience and products were refined using AI Generative models.

I trained and supported the team in idea projection, note-taking, and maintaining an advanced information registry on Miro, guiding them through design thinking, UX research, and "productizing."

Understanding Client Needs Through User Personas

In the UX process for Agentz AI, I conducted an exercise to study six detailed user personas representing key service areas: Sales Automation, Ecommerce, Digital Marketing, Real Estate, Finance & Accounting, and Customer Experience.

This comprehensive analysis helped the team gain a deeper understanding of diverse client scenarios, enabling us to offer tailored AI multiagent packages that precisely address each client's unique needs.

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AGENTZ AI CASE STUDY

Style guide

For the project, I supported crafting a cohesive design system. We standardized elements such as typography, colors, icons, and backgrounds, enabling the team to maintain a consistent and cohesive look across all deliverables.

The guide was crucial in ensuring uniformity and high-quality output, even within the tight deadline.

I Figma to design the interactive components, following an atomic design approach. We focused on creating basic components (atoms) and patterns (molecules), resulting in a versatile set of elements for designing healthcare digital products.

Throughout the creative process, prototyped elements to test micro-interactions, gather insights, and validate design decisions efficiently with team reviews.

AGENTZ AI CASE STUDY

Responsive Website

In developing Agentz AI's responsive website, I employed a comprehensive, user-centered approach:

• Conducted in-depth user flow analysis to optimize navigation and user experience

• Created a detailed sitemap to structure the website's content and hierarchy

• Developed low-fidelity sketches to explore various design patterns and layouts

• Transformed initial concepts into high-fidelity wireframes using the established style guide

• Crafted interactive prototypes to test and refine user interactions

The design process prioritized user experience and responsiveness:

• Incorporated carefully selected interactive elements to enhance engagement

• Ensured full responsiveness for optimal viewing across various devices and screen sizes

• Conducted multiple iterations and refinements to balance aesthetics and functionality

• Collaborated closely with developers to ensure accurate implementation of design elements

• Performed with the team, usability testing to validate design decisions and make necessary adjustments

Sitemap

Wireframes

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AGENTZ AI CASE STUDY

Client Onboarding Process

To enhance client engagement and comprehension, I designed an intuitive onboarding process for Agentz AI's new clients.

This comprehensive approach involved:

• Mapping detailed user flows to streamline the onboarding journey

• Creating clear, concise onboarding documentation for easy reference

• Developing interactive guides to walk clients through key features and services

• Implementing a step-by-step tutorial system within the platform

The refined onboarding process significantly improved client satisfaction and adoption rates. Key outcomes included:

• Reduced time-to-value for new clients, accelerating their ability to leverage Agentz AI's services

• Decreased support ticket volume related to initial setup and usage questions

• Increased client retention through better initial understanding and engagement

• Gathered valuable user feedback to continually improve the onboarding experience

• Studied the chance to implement analytics to track onboarding completion rates and identify potential bottlenecks

AGENTZ AI CASE STUDY

Explainers: Video & Interactive

To enhance client understanding and engagement with Agentz AI's services, I spearheaded the creation of comprehensive explainer content. This multi-faceted approach included:

• Producing high-quality explainer videos that succinctly conveyed Agentz AI's value proposition

• Designing animated infographics to visually represent complex AI concepts

• Developing interactive demos that allowed potential clients to experience the platform's capabilities

• Creating a series of short, focused video tutorials for specific features and use cases

• Implementing an easily navigable knowledge base with rich multimedia content

The explainer content was strategically integrated across various touchpoints to maximize its impact:

• Embedded explainer videos on key landing pages to boost conversion

• Incorporated interactive demos into the sales process to facilitate better client understanding

• Utilized animated infographics in marketing materials and social media campaigns

• Integrated video tutorials into the onboarding process to enhance user adoption

• Implemented analytics to track engagement with explainer content, allowing for continuous refinement.

Service Concept Media, Pitches (example)

(Unmute the Video and Go Full Screen!)

Interactive Presentations (Explore an Interactive Example)

AGENTZ AI CASE STUDY

Social Media Presence

Strategic Content Creation and Brand Amplification

I developed a comprehensive initial package to boost brand visibility and engagement. This included creating a diverse array of assets such as posts, reels, and interactive presentations, each tailored for maximum impact across different platforms.

I crafted informative capsules explaining services and products, adapting the copy and storytelling to resonate with various client profiles.

Additionally, I provided strategic recommendations for future growth and brand development. This encompassed an in-depth study of brand voice, a high-end package of content capsules, and concepts for future campaigns. I established guidelines for multi-channel engagement, including strategies for email, WhatsApp, LinkedIn, and Video Sales Letters.

All these concepts were designed for the client's consideration and further implementation, equipping them with both initial content and a long-term strategic framework to effectively approach and engage their target audience across multiple digital channels.

The Outcome

Implementation and Client Satisfaction

Agentz AI successfully implemented the initial phase of their digital presence on WordPress, addressing the immediate needs of their startup.

The client appreciated the comprehensive support provided, which helped them understand the sales process and the potential available AI stack for web application integrations and the different six market sectors of Agentz AI for use in automated workflows.

This understanding bridged the gap between the programmers' technical perspective and the product packaging for custom clients with specific needs.

Design and Development

Digital Brand Identity
Developed a cohesive brand identity reflecting Agentz AI's values and mission, including a package of assets, editables, values and mission documentation, and service profile research for defining the brand and product characteristics and its market.

Comprehensive Design System
Created a design system to ensure consistency across all digital assets, also delivered material for presentations, editable dashboard for branding purposes, and assets for social media profiles.

Responsive Website Development
Designed and developed a responsive website using WordPress to cater to various devices, featuring embedded pitch, explainer, onboarding widgets, and calendar widgets. Conducted UX analysis of the landing page process and onboarding process.

Client Interaction & Support

UX Study and User Personas
Conducted UX studies that included sessions for profiling customers and scenarios on how to make product packaging, and training for editing these documents and pricing with branded assets for sales personnel.

Automated Onboarding Process
Designed an automated onboarding process to streamline client integration. The UX study created steps for processing the information that clients provide in the onboarding form, enabling the team to use ChatGPT and prompting for making product packs, analyzing different product configurations, etc.

Interactive Materials
Produced interactive materials, including explainer videos and social media content, to improve client engagement. Also provided templates for guiding campaigns in further productions of the startup.

Explore My Case Studies

Check my works in this section

Dive into my case studies to see how I’ve helped brands create custom solutions, enhance user experiences, and achieve their strategic goals.

A Glimpse Into the Design Process I use.

Explore my approach to creating impactful, user-focused designs through UX research, innovative methodologies, and design thinking principles.

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Design Thinking

Design Strategy

Branding Identity

Web Design

Web Development

Problem-Solving

Customer Centered

Interaction Design

Motion Graphics

Design Thinking

Design Strategy

Branding Identity

Web Design

Web Development

Problem-Solving

Customer Centered

Interaction Design

Motion Design

Design Thinking

Design Strategy

Branding Identity

Web Design

Web Development

Problem-Solving

Customer Centered