Designing AI-Powered Scheme Configuration
Designing AI-Powered Scheme Configuration
Designed an AI-assisted workflow that simplifies enterprise scheme configuration, enabling faster campaign creation with greater accuracy and consistency.
Designed an AI-assisted workflow that simplifies enterprise scheme configuration, enabling faster campaign creation with greater accuracy and consistency.
ROLE
ROLE
Product Designer
Product Designer
TIMELINE
TIMELINE
1 Week
1 Week
PLATFORM
PLATFORM
Desktop
Desktop
01
01
Project Overview
Project Overview
Context
Engage Hub required client admins to configure schemes manually across multiple modules.
Problem
Configuration required platform expertise, repeated navigation, and was prone to human errors.
Solution
Introduce Engage AI as an optional assistant that guides users through scheme creation while preserving the existing manual workflow.
My Role
Designed the conversational workflow, interaction model, validation flow, and AI-assisted experience end to end.
Outcome
A future-state concept enabling self-service scheme configuration with AI guidance — reducing dependency on platform expertise.
02
02
The Problem
The Problem
Every new scheme became a new interface
Every new scheme became a new interface
Scheme creation in Engage Hub was a multi-step journey across disconnected modules. Every configuration required prior platform knowledge and careful sequencing.
Scheme creation in Engage Hub was a multi-step journey across disconnected modules. Every configuration required prior platform knowledge and careful sequencing.
Manual Flow
Multiple modules
High dependency
High learning curve.
Multiple modules
High dependency
High learning curve.
Programs
Programs
SKU Mapping
SKU Mapping
Scheme Configuration
Scheme Configuration
Reward Logic
Reward Logic
Notifications
Notifications
Approvals
Approvals
Publish
Publish
03
03
The Opportunity
The Opportunity
Keep the platform. Simplify the interaction
Keep the platform. Simplify the interaction
The opportunity wasn't to replace the platform — it was to offer a second way in. AI as an alternative interaction model for users who prefer guidance over navigation.
The opportunity wasn't to replace the platform — it was to offer a second way in. AI as an alternative interaction model for users who prefer guidance over navigation.
Manual Configuration
Manual Configuration
Multiple Inputs
Multiple Inputs
Expert Knowledge
Expert Knowledge
Configuration
Configuration
Current
Current
Engage AI
Engage AI
Conversation
Conversation
Validation
Validation
Configuration
Configuration
With AI
With AI
AI was designed as an alternative interaction model — not a replacement for the existing platform.
AI was designed as an alternative interaction model — not a replacement for the existing platform.
04
04
Brainstorming
Brainstorming
05
05
Conversation Architecture
Conversation Architecture
The assistant behaves like a guided configuration partner
The assistant behaves like a guided configuration partner
Intent
Intent
Discover Goal
Discover Goal
Collect Information
Collect Information
Validate
Validate
Recommend
Recommend
Generate Summary
Generate Summary
Submit for Approval
Submit for Approval
Adaptive Questions
Only ask what is relevant to the scheme type and goal — never repeat answered context.
Only ask what is relevant to the scheme type and goal — never repeat answered context.
Real-time Validation
Prevent configuration errors before they propagate to submission.
Prevent configuration errors before they propagate to submission.
Context Awareness
The assistant remembers prior answers and surfaces relevant recommendations throughout.
The assistant remembers prior answers and surfaces relevant recommendations throughout.
06
06
What I Designed
What I Designed
Four stages. One guided flow
Four stages. One guided flow
From discovering the AI entry point to submitting for approval.
From discovering the AI entry point to submitting for approval.
Entry
01 - Home + Engage AI entry point
The AI entry point surfaces from the existing sidebar without disrupting the primary navigation.
The AI entry point surfaces from the existing sidebar without disrupting the primary navigation.
Guided Configuration
02 - Question flow, file upload, edge cases
Adaptive questions collect only what is necessary based on the scheme type selected.
Adaptive questions collect only what is necessary based on the scheme type selected.
Validation
03 - Conflict detection, recommendations, summary
The assistant validates business rules in real-time and surfaces conflicts before submission.
The assistant validates business rules in real-time and surfaces conflicts before submission.
Final Review
04 - Configuration summary, confirmation
A structured summary gives users full visibility before submitting for approval.
A structured summary gives users full visibility before submitting for approval.
07
07
Edge Cases
Edge Cases
Enterprise AI is more than conversations
Enterprise AI is more than conversations
The assistant continuously validates business rules rather than waiting until the end — surfacing issues as they arise and keeping users unblocked.
The assistant continuously validates business rules rather than waiting until the end — surfacing issues as they arise and keeping users unblocked.
Incomplete Information
When a required field is skipped or ambiguous, the AI asks a clarifying follow-up before progressing.
When a required field is skipped or ambiguous, the AI asks a clarifying follow-up before progressing.
Unsupported Configuration
Configurations outside platform constraints are flagged early with a clear explanation and alternatives.
Configurations outside platform constraints are flagged early with a clear explanation and alternatives.
Validation Errors
Business rule conflicts — like SKU overlaps or date collisions — are detected and surfaced inline.
Business rule conflicts — like SKU overlaps or date collisions — are detected and surfaced inline.
Alternative Recommendations
When a preferred path is blocked, the assistant suggests the closest viable configuration.
When a preferred path is blocked, the assistant suggests the closest viable configuration.
08
08
Design Principles
Design Principles
Four principles that shaped every decision
Four principles that shaped every decision
Reduce Cognitive Load
Replace module navigation with guided conversations — one question at a time.
Replace module navigation with guided conversations — one question at a time.
Maintain User Control
AI assists and suggests, but users review and confirm before anything is submitted.
AI assists and suggests, but users review and confirm before anything is submitted.
Respect Existing Workflows
Manual configuration remains fully available. AI is opt-in, not a forced path.
Manual configuration remains fully available. AI is opt-in, not a forced path.
Build Trust
Transparent validation steps and readable summaries so users understand every decision.
Transparent validation steps and readable summaries so users understand every decision.
08
08
Reflection
Reflection
Key Takeaways
Key Takeaways
Instead of designing another chatbot, this project explored how AI could become a practical enterprise assistant. The focus was not on conversation alone, but on reducing complexity, preventing configuration errors, and helping client administrators complete complex tasks with confidence — while preserving existing workflows.
Instead of designing another chatbot, this project explored how AI could become a practical enterprise assistant. The focus was not on conversation alone, but on reducing complexity, preventing configuration errors, and helping client administrators complete complex tasks with confidence — while preserving existing workflows.
"The best AI experiences don't replace expertise — they make it easier to use."
"The best AI experiences don't replace expertise — they make it easier to use."
Next Project
Internal
Law Firm
Eliminating Friction in People Search
Redesigned the search experience to help users find the right person faster through a more intuitive and efficient workflow.
Internal
Law Firm
Eliminating Friction in People Search
Redesigned the search experience to help users find the right person faster through a more intuitive and efficient workflow.
