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Pulse AI
Concept Project
My Contribution
UX Research
Product Strategy
UX Design
Design System
Where customer success meets AI.
About project
Pulse is an AI-powered Customer Success platform designed to help SaaS teams monitor customer health, prioritize high-risk accounts, automate repetitive workflows, and make proactive decisions from a single workspace.
The Problem
Customer Success Managers often rely on multiple disconnected tools to monitor customer health, track renewals, manage tasks, and communicate with clients. Constant context switching makes it difficult to identify risks early, prioritize work effectively, and deliver proactive customer support.
Research & Insights
To understand enterprise CRM workflows, I explored customer success processes, competitor products, dashboard usability patterns, and productivity tools. The research focused on how teams monitor account health, manage priorities, and collaborate efficiently.
Key Insights
Teams frequently switch between multiple tools to complete daily workflows.
Customer health information is often fragmented across dashboards.
AI-generated recommendations reduce repetitive manual work.
Quick access to critical metrics improves decision-making.
Personalized dashboards help users focus on high-priority accounts.
Want to explore the complete research?
This project includes user interviews, personas, empathy maps, affinity mapping, user journeys, and design decisions documented in FigJam.
Design Process
Stakeholder Research
Competitive Analysis
Workflow Mapping
Information Architecture
User Flow
Wireframing
Dashboard Design
Design System
High-Fidelity UI
Prototype
Iteration- -
The Solutions
Pulse combines customer intelligence, AI insights, account management, and task tracking into a unified workspace. The platform enables Customer Success teams to identify risks faster, automate repetitive work, and focus on building stronger customer relationships.
Want to explore the final design?
Browse the complete UI, design system, components, and interactive prototype built for this project.
Impact & Learnings
Impact
Although this is a conceptual project, the solution demonstrates how enterprise CRM platforms can reduce workflow complexity, improve visibility into customer health, and support proactive decision-making through AI-assisted experiences.
Learnings
Designing Pulse strengthened my understanding of enterprise SaaS products, dashboard UX, information hierarchy, and designing scalable interfaces for data-heavy workflows. It reinforced the importance of balancing powerful functionality with clarity and ease of use.