Salesforce | UX UI design for Insight Accelerator digital product

The Salesforce Insight Accelerator is an AI powered tool built for Agentforce, designed to help independent business owners and large enterprises identify potential cost savings over a three year period. As the lead UX UI designer, I shaped the end to end digital experience, from interaction design through to branded interface, video editing, and close collaboration with AI and back end teams.

The brief set an ambitious goal.
Create a simple, intuitive way for users to uncover complex financial insights, powered by AI but driven by conversation.

The challenge was to take something typically dense and technical, such as cost forecasting, operational insights and multi year projections, and make it feel human and approachable. To achieve this, I designed two distinct interaction paths.

The first was a natural, voice driven conversation. Users could speak directly with an AI agent built on LLM technology. The experience needed to feel fluid, responsive and trustworthy, more like speaking with a knowledgeable assistant than completing a form. I focused on micro interactions, pacing and visual cues to introduce a sense of personality without compromising clarity.

The second was a streamlined multiple choice route. For users who preferred speed, I created a structured path using concise questions and guided options. Both routes fed into the same insights engine, so maintaining consistency in tone, pacing and output was essential.

Once users completed their journey, they received a personalised insights report delivered by email as a downloadable PDF. The report outlined potential cost savings, recommendations and next steps, providing a clear and tangible outcome aligned with Salesforce’s precision and expertise.

To support ongoing engagement, each user profile was saved, allowing them to return and continue from where they left off. This required close collaboration with developers to design state saving logic, branching flows and a back end handoff that remained invisible to the user.

Throughout the project, I worked closely with AI engineers, back end developers and brand teams to ensure the experience felt cohesive across visual design, interaction patterns and system behaviour. My role also included motion and video editing to bring the conversational interactions to life and reinforce Salesforce’s enterprise level brand identity.