Designing an AI system that learns from creators and turns scattered ideas into consistent progress.
Designing an AI system that learns from creators and turns scattered ideas into consistent progress.
Helping borrowers and loan teams move from application to submission with clarity
0 -> 1 Product Design • Creator Economy • Shipped
0 -> 1 Product Design • Creator Economy • Shipped
0 -> 1 Product Design • Creator Economy • Shipped
Product
Product
HeyContent
HeyContent
HeyContent
An AI creative copilot that helps creators turn scattered ideas into structured progress. By remembering their context and creative preferences, HeyContent helps them build on previous conversations.
An AI creative copilot that helps creators turn scattered ideas into structured progress. By remembering their context and creative preferences, HeyContent helps them build on previous conversations.
An AI-assisted mortgage platform connecting borrower intake, document review, underwriting preparation, and MISMO export in one workflow.
An AI creative copilot that helps creators turn scattered ideas into structured progress. By remembering their context and creative preferences, HeyContent helps them build on previous conversations.
Details
Details
My Role
My Role
My Role
My Role
Product Designer
Product Designer
Product Designer
Surface
Surface
Surface
Surface
Web-based tool
Web-based tool
Web-based tool
Timeline
Timeline
Timeline
Timeline
May - September 2025
May - September 2025
May - September 2025
Team
Team
Team
Team
CEO • 2 Designers • 3 Engineers • 1 Researcher
CEO • 2 Designers • 3 Engineers •
1 Researcher
CEO • 2 Designers
• 4 Engineers
CEO • 2 Designers • 3 Engineers • 1 Researcher
Problem
Problem
Starting Over, Losing Momentum
Fragmented Loan Preparation
Starting Over, Losing Momentum
Starting Over, Losing Momentum
Disconnected tools and repeated context-setting made it difficult for creators to carry ideas forward.
Disconnected tools and repeated context-setting made it difficult for creators to carry ideas forward.
Disconnected tools and manual follow-ups made loan preparation difficult to track.
Disconnected tools and repeated context-setting made it difficult for creators to carry ideas forward.
Solution
Solution
A Creative Partner That Remembers
A Creative Partner That Remembers
A Creative Partner That Remembers
I designed a connected experience that brings creator personas, editable AI memory, and creative conversations into one workflow.
I designed a connected experience that brings creator personas, editable AI memory, and creative conversations into one workflow.
I designed a shared workflow connecting borrowers and loan teams throughout mortgage preparation.
I designed a connected experience that brings creator personas, editable AI memory, and creative conversations into one workflow.
Result
Result
A Clearer Foundation for Creation
A Clearer Foundation for Creation
A Clearer Foundation for Creation
Testing informed clearer persona setup, visible progress, and editable memory to help creators understand and guide their AI partner.
Testing informed clearer persona setup, visible progress, and editable memory to help creators understand and guide their AI partner.
Clear status, guided actions, and verified data improve submission readiness.
Testing informed clearer persona setup, visible progress, and editable memory to help creators understand and guide their AI partner.
≥ 90%
≥ 90%
≥ 90%
Setup Completion
Setup Completion
Setup Completion
Setup Completion
Users complete the setup without assistance.
Users complete the setup without assistance.
Users complete the setup without assistance.
Users complete the setup without assistance.
30%
30%
30%
Repeated Context
Repeated Context
Repeated Context
Repeated Context
Reduce time spent re-explaining preferences across sessions.
Reduce time spent re-explaining preferences across sessions.
Reduce time spent re-explaining preferences across sessions.
Reduce time spent re-explaining preferences across sessions.
Creator Control
Creator Control
Creator Control
Editable AI
Editable AI
Editable AI
Editable AI
Help creators review and refine what their AI remembers.
Help creators review and refine what their AI remembers.
Help creators review and refine what their AI remembers.
Help creators review and refine what their AI remembers.
Impact
Impact
OVERVIEW
OVERVIEW
✧ What if content creation could learn and grow with you instead of resetting every session?
✧ What if content creation could learn and grow with you instead of resetting every session?
✧ What if content creation could learn and grow with you instead of resetting every session?
Most AI tools generate outputs quickly but fail to retain context or reflect progress over time.
Most AI tools generate outputs quickly but fail to retain context or reflect progress over time.
Most AI tools generate outputs quickly but fail to retain context or reflect progress over time.
HeyContent introduces an adaptive system that builds context, transforming one-time interactions into a continuous workflow. By understanding user intent, capturing knowledge into structured memory, and reflecting progress through feedback, the system helps creators refine direction and build momentum instead of starting from scratch.
HeyContent introduces an adaptive system that builds context, transforming one-time interactions into a continuous workflow. By understanding user intent, capturing knowledge into structured memory, and reflecting progress through feedback, the system helps creators refine direction and build momentum instead of starting from scratch.
HeyContent introduces an adaptive system that builds context, transforming one-time interactions into a continuous workflow. By understanding user intent, capturing knowledge into structured memory, and reflecting progress through feedback, the system helps creators refine direction and build momentum instead of starting from scratch.
✧ My Role
✧ My Role
✧ My Role
As a Product Designer, I led end-to-end product design from concept exploration to prototype validation.
As a Product Designer, I led end-to-end product design from concept exploration to prototype validation.
As a Product Designer, I led end-to-end product design from concept exploration to prototype validation.
I worked closely with engineers and stakeholders to translate creator needs into structured workflows from research synthesis and interaction design to usability testing and iteration.
I drove key decisions around system behavior, user feedback patterns, and feature prioritization, ensuring the experience balanced AI intelligence with clarity, trust, and user control.
I worked closely with engineers and stakeholders to translate creator needs into structured workflows from research synthesis and interaction design to usability testing and iteration.
I drove key decisions around system behavior, user feedback patterns, and feature prioritization, ensuring the experience balanced AI intelligence with clarity, trust, and user control.
I worked closely with engineers and stakeholders to translate creator needs into structured workflows from research synthesis and interaction design to usability testing and iteration.
I drove key decisions around system behavior, user feedback patterns, and feature prioritization, ensuring the experience balanced AI intelligence with clarity, trust, and user control.
✧ Problem
✧ Problem
✧ Problem
Creators juggle disconnected tools and repeatedly rebuild context, which breaks momentum.
Creators juggle disconnected tools and repeatedly rebuild context, which breaks momentum.
Creators juggle disconnected tools and repeatedly rebuild context, which breaks momentum.
They struggle to capture ideas quickly, track progress over time, and receive guidance that adapts to their style. Because context does not persist across tools or sessions, creators lose direction, feel overwhelmed, and struggle to build consistent growth.
They struggle to capture ideas quickly, track progress over time, and receive guidance that adapts to their style. Because context does not persist across tools or sessions, creators lose direction, feel overwhelmed, and struggle to build consistent growth.
They struggle to capture ideas quickly, track progress over time, and receive guidance that adapts to their style. Because context does not persist across tools or sessions, creators lose direction, feel overwhelmed, and struggle to build consistent growth.
RESEARCH & DISCOVERY
RESEARCH & DISCOVERY
✧ Core Insights
✧ Core Insights
✧ Core Insights
The issue isn’t generating content. It’s maintaining continuity.
The issue isn’t generating content. It’s maintaining continuity.
The issue isn’t generating content. It’s maintaining continuity.
Interviews with 3–5 creators revealed frustration with fragmented tools, difficulty staying organized, and AI systems that reset context every session. Participants wanted personalized guidance, structured workflows, and a clearer sense of progress over time, which reframed the problem from producing outputs to supporting long-term momentum.
Interviews with 3–5 creators revealed frustration with fragmented tools, difficulty staying organized, and AI systems that reset context every session. Participants wanted personalized guidance, structured workflows, and a clearer sense of progress over time, which reframed the problem from producing outputs to supporting long-term momentum.
Interviews with 3–5 creators revealed frustration with fragmented tools, difficulty staying organized, and AI systems that reset context every session. Participants wanted personalized guidance, structured workflows, and a clearer sense of progress over time, which reframed the problem from producing outputs to supporting long-term momentum.
✧ How Might We
✧ How Might We
✧ How Might We
How might we create an AI co-pilot that grows with creators and turns ideas into action within one continuous workflow?
How might we create an AI co-pilot that grows with creators and turns ideas into action within one continuous workflow?
How might we create an AI co-pilot that grows with creators and turns ideas into action within one continuous workflow?
DESIGN
DESIGN
✧ System Overview
✧ System Overview
✧ System Overview
I structured HeyContent around three connected capabilities: understanding, memory, and growth.
I structured HeyContent around three connected capabilities: understanding, memory, and growth.
I structured HeyContent around three connected capabilities: understanding, memory, and growth.
The experience is structured as a continuous learning loop. Conversations help the system understand intent, insights are captured into persistent memory, and progress is reflected back through feedback over time. These capabilities surface through three core experiences — chat, Smart Notes workspace, and the timeline — creating continuity across the creator’s workflow.
The experience is structured as a continuous learning loop. Conversations help the system understand intent, insights are captured into persistent memory, and progress is reflected back through feedback over time. These capabilities surface through three core experiences — chat, Smart Notes workspace, and the timeline — creating continuity across the creator’s workflow.
The experience is structured as a continuous learning loop. Conversations help the system understand intent, insights are captured into persistent memory, and progress is reflected back through feedback over time. These capabilities surface through three core experiences — chat, Smart Notes workspace, and the timeline — creating continuity across the creator’s workflow.
✧ Design
✧ Design
✧ Design
I explored multiple ways to connect conversation, organization, and progress into one system.
I explored multiple ways to connect conversation, organization, and progress into one system.
I explored multiple ways to connect conversation, organization, and progress into one system.
Early concepts tested how context should move between chat and workspace, how memory should be structured, and how progress could be visualized without overwhelming users. These explorations informed the direction of the V1 prototype.
Creators shared that their tools are scattered, hard to manage, and don’t adapt to their goals or style. They want a simple, personalized workspace that helps them stay consistent and organized. These insights informed the core features of HeyContent, from persona setup to timeline tracking and Smart Notes.
Early concepts tested how context should move between chat and workspace, how memory should be structured, and how progress could be visualized without overwhelming users. These explorations informed the direction of the V1 prototype.
✴︎ Capability 1: AI Understanding
✴︎ Capability 1: AI Understanding
✴︎ Capability 1: AI Understanding
Chat acts as the entry point where the system interprets user intent and begins building contextual understanding.
Chat acts as the entry point where the system interprets user intent and begins building contextual understanding.
Chat acts as the entry point where the system interprets user intent and begins building contextual understanding.
Designed a guided persona setup flow that supports multiple inputs and provides clear feedback during interaction. The improvements focused on making progress visible, clarifying system status, and allowing users to update their persona easily after setup, reducing uncertainty while helping the system learn more accurate preferences over time.
Designed a guided persona setup flow that supports multiple inputs and provides clear feedback during interaction. The improvements focused on making progress visible, clarifying system status, and allowing users to update their persona easily after setup, reducing uncertainty while helping the system learn more accurate preferences over time.
Designed a guided persona setup flow that supports multiple inputs and provides clear feedback during interaction. The improvements focused on making progress visible, clarifying system status, and allowing users to update their persona easily after setup, reducing uncertainty while helping the system learn more accurate preferences over time.
✴︎ Capability 2: AI Memory
✴︎ Capability 2: AI Memory
✴︎ Capability 2: AI Memory
Smart Notes transform temporary conversations into persistent organized knowledge.
Smart Notes transform temporary conversations into persistent organized knowledge.
Smart Notes transform temporary conversations into persistent organized knowledge.
I designed both embedded capture and a full workspace that allows users to organize notes into projects and folders.
This supports continuity by ensuring valuable ideas remain accessible and reusable over time.
I designed both embedded capture and a full workspace that allows users to organize notes into projects and folders.
This supports continuity by ensuring valuable ideas remain accessible and reusable over time.
I designed both embedded capture and a full workspace that allows users to organize notes into projects and folders.
This supports continuity by ensuring valuable ideas remain accessible and reusable over time.
Embedded note panel
Embedded note panel
Embedded note panel
Embedded note panel
Full workspace
Full workspace
Full workspace
Full workspace
✴︎ Capability 3: AI Growth
✴︎ Capability 3: AI Growth
✴︎ Capability 3: AI Growth
The timeline makes progress visible so creators can understand how they evolve over time.
The timeline makes progress visible so creators can understand how they evolve over time.
The timeline makes progress visible so creators can understand how they evolve over time.
Users wanted a quick way to recognize milestones and patterns across their activity. The timeline connects actions to outcomes, reinforcing motivation and helping creators make more informed decisions about their strategy.
Users wanted a quick way to recognize milestones and patterns across their activity. The timeline connects actions to outcomes, reinforcing motivation and helping creators make more informed decisions about their strategy.
Users wanted a quick way to recognize milestones and patterns across their activity. The timeline connects actions to outcomes, reinforcing motivation and helping creators make more informed decisions about their strategy.
TESTING & ITERATION
SOLUTIONS
✧ V1 Prototype - Usability Testing
✧ V1 Prototype - Usability Testing
✧ V1 Prototype - Usability Testing
Testing focused on whether users understood system feedback and could complete tasks confidently.
Testing focused on whether users understood system feedback and could complete tasks confidently.
Testing focused on whether users understood system feedback and could complete tasks confidently.
I observed how creators interacted with persona setup and AI prompts, identifying confusion around progress visibility and editing controls. Insights directly informed design improvements that increased clarity and confidence.
I observed how creators interacted with persona setup and AI prompts, identifying confusion around progress visibility and editing controls. Insights directly informed design improvements that increased clarity and confidence.
I observed how creators interacted with persona setup and AI prompts, identifying confusion around progress visibility and editing controls. Insights directly informed design improvements that increased clarity and confidence.
Key Observations ⤸
Key Observations ⤸
Key Observations ⤸
Unclear System Status During Persona Creation
Unclear System Status During Persona Creation
Unclear System Status During Persona Creation
Users are unsure when the persona icon appears, whether it updates in real time, and how long they need to keep interacting with the AI before their persona is summarized.
Users are unsure when the persona icon appears, whether it updates in real time, and how long they need to keep interacting with the AI before their persona is summarized.
Users are unsure when the persona icon appears, whether it updates in real time, and how long they need to keep interacting with the AI before their persona is summarized.
Lack of Editable Feedback After Generation
Lack of Editable Feedback After Generation
Lack of Editable Feedback After Generation
Users want a clear and easy way to update or correct their persona after viewing it, highlighting a gap in editable interactions.
Users want a clear and easy way to update or correct their persona after viewing it, highlighting a gap in editable interactions.
Users want a clear and easy way to update or correct their persona after viewing it, highlighting a gap in editable interactions.
Single-Choice Inputs Don’t Reflect Creator Reality
Single-Choice Inputs Don’t Reflect Creator Reality
Single-Choice Inputs Don’t Reflect Creator Reality
Users may want to select more than one answer or layer responses (e.g., goals, content formats, platforms). The current one-answer flow feels restrictive and doesn’t reflect creators’ reality, highlighting the need for multi-select or expandable input options.
Users may want to select more than one answer or layer responses (e.g., goals, content formats, platforms). The current one-answer flow feels restrictive and doesn’t reflect creators’ reality, highlighting the need for multi-select or expandable input options.
Users may want to select more than one answer or layer responses (e.g., goals, content formats, platforms). The current one-answer flow feels restrictive and doesn’t reflect creators’ reality, highlighting the need for multi-select or expandable input options.
Quote
Quote
Quote
“I’m not sure when my persona is ready or if it’s updating. How long do I need to keep talking to the AI until it is ready?”
“I’m not sure when my persona is ready or if it’s updating. How long do I need to keep talking to the AI until it is ready?”
“I’m not sure when my persona is ready or if it’s updating. How long do I need to keep talking to the AI until it is ready?”
✧ From Insight to Iteration
✧ From Insight to Iteration
✧ From Insight to Iteration
Improvements focused on increasing clarity, control, and confidence in AI interactions.
Improvements focused on increasing clarity, control, and confidence in AI interactions.
Improvements focused on increasing clarity, control, and confidence in AI interactions.
Usability testing revealed confusion around system status, editability, and input flexibility, particularly during persona setup in the chat experience. I translated these insights into targeted design changes, prioritizing clearer feedback, more predictable interaction patterns, and greater user control at critical moments in the workflow.
Usability testing revealed confusion around system status, editability, and input flexibility, particularly during persona setup in the chat experience. I translated these insights into targeted design changes, prioritizing clearer feedback, more predictable interaction patterns, and greater user control at critical moments in the workflow.
Usability testing revealed confusion around system status, editability, and input flexibility, particularly during persona setup in the chat experience. I translated these insights into targeted design changes, prioritizing clearer feedback, more predictable interaction patterns, and greater user control at critical moments in the workflow.
Improve Persona Visibility & Setup Feedback
Improve Persona Visibility & Setup Feedback
Improve Persona Visibility & Setup Feedback
Make it clear when the persona is active, how it updates in real time, and how long setup takes, so users always know their persona status and progress.
Make it clear when the persona is active, how it updates in real time, and how long setup takes, so users always know their persona status and progress.
Make it clear when the persona is active, how it updates in real time, and how long setup takes, so users always know their persona status and progress.
Simplify Editing & Updates
Simplify Editing & Updates
Simplify Editing & Updates
Provide an intuitive way for users to edit or correct their persona after setup, ensuring the process is seamless and low-friction.
Provide an intuitive way for users to edit or correct their persona after setup, ensuring the process is seamless and low-friction.
Provide an intuitive way for users to edit or correct their persona after setup, ensuring the process is seamless and low-friction.
Supporting Multiple Inputs & Flexible Responses
Supporting Multiple Inputs & Flexible Responses
Supporting Multiple Inputs & Flexible Responses
Allow users to select or layer multiple goals, platforms, and content formats, reflecting the reality of creators’ workflows and avoiding restrictive one-answer flows.
Allow users to select or layer multiple goals, platforms, and content formats, reflecting the reality of creators’ workflows and avoiding restrictive one-answer flows.
Allow users to select or layer multiple goals, platforms, and content formats, reflecting the reality of creators’ workflows and avoiding restrictive one-answer flows.
These improvements focused on the chat persona flow as the system’s entry point, where early confusion had the greatest impact on user confidence.
These improvements focused on the chat persona flow as the system’s entry point, where early confusion had the greatest impact on user confidence.
These improvements focused on the chat persona flow as the system’s entry point, where early confusion had the greatest impact on user confidence.
Before
Before
Before
After
After
After
Horizontal progress bar
To guide users through each step of persona setup, reducing uncertainty about completion.
Multiple Inputs
Users can now select multiple inputs via checkboxes, allowing them to reflect answers.
Clear Visual Feedback
The persona button remains grayed out until setup is complete, giving clear visual feedback.
OUTCOME
OUTCOME
✧ Impact Summary
✧ Impact Summary
✧ Impact Summary
The redesigned flows improved clarity and established a scalable foundation for future features.
The redesigned flows improved clarity and established a scalable foundation for future features.
The redesigned flows improved clarity and established a scalable foundation for future features.
Updates reduced onboarding confusion and introduced reusable patterns for multi-input responses and progress indicators. The work informed product direction by defining interaction principles for AI-driven workflows.
Updates reduced onboarding confusion and introduced reusable patterns for multi-input responses and progress indicators. The work informed product direction by defining interaction principles for AI-driven workflows.
Updates reduced onboarding confusion and introduced reusable patterns for multi-input responses and progress indicators. The work informed product direction by defining interaction principles for AI-driven workflows.
Capability 1: AI Understanding
Interprets user intent and begins building contextual understanding.
Capability 2: AI Memory
Transform temporary conversations into persistent, organized knowledge.
Capability 3: AI Growth
Makes progress visible so creators can understand how they evolve over time.
Capability 1: AI Understanding
Interprets user intent and begins building contextual understanding.
Capability 2: AI Memory
Transform temporary conversations into persistent, organized knowledge.
Capability 2: AI Memory
Transform temporary conversations into persistent, organized knowledge.
Capability 1: AI Understanding
Interprets user intent and begins building contextual understanding.
Capability 2: AI Memory
Transform temporary conversations into persistent, organized knowledge.
Capability 3: AI Growth
Makes progress visible so creators can understand how they evolve over time.
Capability 1: AI Understanding
Interprets user intent and begins building contextual understanding.
Capability 2: AI Memory
Transform temporary conversations into persistent, organized knowledge.
Capability 3: AI Growth
Makes progress visible so creators can understand how they evolve over time.
NEXT STEPS
NEXT STEPS
✧ Next Step
✧ Next Step
✧ Next Step
Next steps focus on validating long-term value and optimizing the workflow loop.
Next steps focus on validating long-term value and optimizing the workflow loop.
Next steps focus on validating long-term value and optimizing the workflow loop.
Test First-Time Setup Flow
Test First-Time Setup Flow
Test First-Time Setup Flow
Observe how new users respond to the grayed-out persona button to ensure it communicates clearly that setup must be completed before editing.
Observe how new users respond to the grayed-out persona button to ensure it communicates clearly that setup must be completed before editing.
Observe how new users respond to the grayed-out persona button to ensure it communicates clearly that setup must be completed before editing.
Evaluate In-Context Editing
Evaluate In-Context Editing
Evaluate In-Context Editing
Gather feedback on the new Edit option inside the persona popup to confirm it reduces confusion and prevents unnecessary back-and-forth navigation.
Gather feedback on the new Edit option inside the persona popup to confirm it reduces confusion and prevents unnecessary back-and-forth navigation.
Gather feedback on the new Edit option inside the persona popup to confirm it reduces confusion and prevents unnecessary back-and-forth navigation.
Monitor Onboarding Experience
Monitor Onboarding Experience
Monitor Onboarding Experience
Measure whether these changes improve overall clarity and ease of setting up a persona during the first interaction with the AI.
Measure whether these changes improve overall clarity and ease of setting up a persona during the first interaction with the AI.
Measure whether these changes improve overall clarity and ease of setting up a persona during the first interaction with the AI.
Designing an AI system that learns from creators and turns scattered ideas into consistent progress.
0 -> 1 Product Design • Creator Economy • Shipped
Product
HeyContent
An AI creative copilot that helps creators turn scattered ideas into structured progress. By remembering their context and creative preferences, HeyContent helps them build on previous conversations.
Details
My Role
Product Designer
Surface
Web-based tool
Timeline
May - September 2025
Team
CEO • 2 Designers • 3 Engineers • 1 Researcher
Problem
Starting Over, Losing Momentum
Disconnected tools and repeated context-setting made it difficult for creators to carry ideas forward.
Solution
A Creative Partner That Remembers
I designed a connected experience that brings creator personas, editable AI memory, and creative conversations into one workflow.
Result
A Clearer Foundation for Creation
Testing informed clearer persona setup, visible progress, and editable memory to help creators understand and guide their AI partner.
Impact
Users complete the setup without assistance.
Setup Completion
≥ 90%
Reduce time spent re-explaining preferences across sessions.
Repeated Context
30%
Help creators review and refine what their AI remembers.
Editable AI
Creator Control
✧ What if content creation could learn and grow with you instead of resetting every session?
Most AI tools generate outputs quickly but fail to retain context or reflect progress over time.
HeyContent introduces an adaptive system that builds context, transforming one-time interactions into a continuous workflow.
By understanding user intent, capturing knowledge into structured memory, and reflecting progress through feedback, the system helps creators refine direction and build momentum instead of starting from scratch.
OVERVIEW
✧ My Role
As a Product Designer, I led end-to-end product design from concept exploration to prototype validation.
I worked closely with engineers and stakeholders to translate creator needs into structured workflows from research synthesis and interaction design to usability testing and iteration.
I drove key decisions around system behavior, user feedback patterns, and feature prioritization, ensuring the experience balanced AI intelligence with clarity, trust, and user control.
✧ Goals
Design a workflow that feels simple in the moment but becomes smarter over time.
The experience needed to support discovering ideas, organizing them into projects, and tracking evolution without adding complexity. I focused on making system state visible, reducing uncertainty, and keeping users in control while interacting with AI.
✧ Problem
Creators juggle disconnected tools and repeatedly rebuild context, which breaks momentum.
They struggle to capture ideas quickly, track progress over time, and receive guidance that adapts to their style. Because context does not persist across tools or sessions, creators lose direction, feel overwhelmed, and struggle to build consistent growth.
RESEARCH & DISCOVERY
✧ Core Insights
The issue isn’t generating content. It’s maintaining continuity.
Interviews with 3–5 creators revealed frustration with fragmented tools, difficulty staying organized, and AI systems that reset context every session. Participants wanted personalized guidance, structured workflows, and a clearer sense of progress over time, which reframed the problem from producing outputs to supporting long-term momentum.
✧ How Might We
How might we create an AI co-pilot that grows with creators and turns ideas into action within one continuous workflow?
DESIGN
✧ System Overview
I structured HeyContent around three connected capabilities: understanding, memory, and growth.
The experience is structured as a continuous learning loop. Conversations help the system understand intent, insights are captured into persistent memory, and progress is reflected back through feedback over time. These capabilities surface through three core experiences — chat, Smart Notes workspace, and the timeline — creating continuity across the creator’s workflow.
✧ Exploration
I explored multiple ways to connect conversation, organization, and progress into
one system.
Early concepts tested how context should move between chat and workspace, how memory should be structured, and how progress could be visualized without overwhelming users. These explorations informed the direction of the V1 prototype.
✴︎ Capability 1: AI Understanding
Chat acts as the entry point where the system interprets user intent and begins building contextual understanding.
Designed a guided persona setup flow that supports multiple inputs and provides clear feedback during interaction. The improvements focused on making progress visible, clarifying system status, and allowing users to update their persona easily after setup, reducing uncertainty while helping the system learn more accurate preferences over time.
✴︎ Capability 2: AI Memory
Smart Notes transform temporary conversations into persistent organized knowledge.
I designed both embedded capture and a full workspace that allows users to organize notes into projects and folders.
This supports continuity by ensuring valuable ideas remain accessible and reusable over time.
Embedded note panel
Full workspace
✴︎ Capability 3: AI Growth
The timeline makes progress visible so creators can understand how they evolve over time.
Users wanted a quick way to recognize milestones and patterns across their activity. The timeline connects actions to outcomes, reinforcing motivation and helping creators make more informed decisions about their strategy.
TESTING & ITERATION
✧ V1 Prototype - Usability Testing
Testing focused on whether users understood system feedback and could complete tasks confidently.
I observed how creators interacted with persona setup and AI prompts, identifying confusion around progress visibility and editing controls. Insights directly informed design improvements that increased clarity and confidence.
Key Observations ⤸
Unclear System Status During Persona Creation
Users are unsure when the persona icon appears, whether it updates in real time, and how long they need to keep interacting with the AI before their persona is summarized.
Lack of Editable Feedback After Generation
Users want a clear and easy way to update or correct their persona after viewing it, highlighting a gap in editable interactions.
Single-Choice Inputs Don’t Reflect Creator Reality
Users may want to select more than one answer or layer responses (e.g., goals, content formats, platforms). The current one-answer flow feels restrictive and doesn’t reflect creators’ reality, highlighting the need for multi-select or expandable input options.
Quote
“I’m not sure when my persona is ready or if it’s updating. How long do I need to keep talking to the AI until it is ready?”
✧ From Insight to Iteration
Improvements focused on increasing clarity, control, and confidence in AI interactions.
Usability testing revealed confusion around system status, editability, and input flexibility, particularly during persona setup in the chat experience. I translated these insights into targeted design changes, prioritizing clearer feedback, more predictable interaction patterns, and greater user control at critical moments in the workflow.
Improve Persona Visibility & Setup Feedback
Make it clear when the persona is active, how it updates in real time, and how long setup takes, so users always know their persona status and progress.
Simplify Editing & Updates
Provide an intuitive way for users to edit or correct their persona after setup, ensuring the process is seamless and low-friction.
Supporting Multiple Inputs & Flexible Responses
Allow users to select or layer multiple goals, platforms, and content formats, reflecting the reality of creators’ workflows and avoiding restrictive one-answer flows.
These improvements focused on the chat persona flow as the system’s entry point, where early confusion had the greatest impact on user confidence.
Before
After
OUTCOME
Capability 1: AI Understanding
Interprets user intent and begins building contextual understanding.
Capability 2: AI Memory
Transform temporary conversations into persistent, organized knowledge.
Capability 3: AI Growth
Makes progress visible so creators can understand how they evolve over time.
✧ Impact Summary
The redesigned flows improved clarity and established a scalable foundation for
future features.
Updates reduced onboarding confusion and introduced reusable patterns for multi-input responses and progress indicators.
The work informed product direction by defining interaction principles for AI-driven workflows.
NEXT STEPS
✧ Next Step
Next steps focus on validating long-term value and optimizing the workflow loop.
Test First-Time Setup Flow
Observe how new users respond to the grayed-out persona button to ensure it communicates clearly that setup must be completed before editing.
Evaluate In-Context Editing
Gather feedback on the new Edit option inside the persona popup to confirm it reduces confusion and prevents unnecessary back-and-forth navigation.
Monitor Onboarding Experience
Measure whether these changes improve overall clarity and ease of setting up a persona during the first interaction
with the AI.
back to top
Copyright © 2025 Penny Asawadilockchai. All Rights Reserved.
Copyright © 2025 Penny Asawadilockchai. All Rights Reserved.
Copyright © 2025 Penny Asawadilockchai. All Rights Reserved.