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AI Calling Bot – Pre-Sales Automation Flow

  • Type

    Enterprise UX Flow

  • Role

    Lead UI/UX Designer
  • Duration

    2 Weeks
  • Tools

    Figma, Miro, Illustrator

User Flow Diagram

Interactive Prototype

Project Description

Designed an end-to-end pre-sales interaction flow powered by an AI Calling Bot for a large real estate campaign. The system was built to capture customer conversations, automatically generate summaries, lead insights, and analytics. My role included UX strategy, user journey mapping, and UI design in Figma, working closely with the client to shape an intuitive solution.

Problem

In large real estate campaigns, thousands of leads are contacted daily by pre-sales executives. Manual calls were time-consuming, inconsistent, and lacked structured insights. The client needed an AI-driven calling workflow that could engage customers, record their intent, and provide a structured summary for sales teams.

Solution

  • Created UX flow diagrams showing how customer input leads to bot responses and data capture.
  • Designed call campaign dashboards to track attempted, answered, and unanswered calls.
  • Built lead detail views integrating transcripts, AI-generated summaries, and sentiment analytics.
  • Structured filters and campaign management screens for real-time monitoring.
  • Ensured seamless integration with the existing Pre-Sales CRM.

Impact

The AI Calling Bot reduced manual pre-sales effort by 60%. Sales teams received ready-made summaries and insights instead of raw call logs. This improved response time, campaign scalability, and lead conversion rates.

My Responsibilities

  • Conducted stakeholder discussions and defined the pre-sales AI workflow.
  • Designed journey maps and UI in Figma.
  • Created dashboards for call campaigns, lead analytics, and summaries.
  • Delivered interactive prototype for client validation.
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