AssignX | No-Code AI Platform for Sales & Support
Keh Perick
Overview
AssignX is an AI-powered sales automation platform that deploys intelligent voice agents capable of calling leads, handling objections, booking meetings, and nurturing pipelines 24/7, at a fraction of the cost of human SDRs.
I was brought in as the sole senior designer to take the product from a raw concept to a fully shipped, revenue-generating platform. This meant everything: discovery, strategy, systems, flows, and working directly in Cursor for front-end QA.
My Role
There was nothing before I arrived. I owned every aspect of the product experience: the strategy, the architecture, the visual language, and the front-end quality gate.
Working directly in Cursor for front-end QA meant I could catch and resolve implementation issues in real time, reducing handoff friction and keeping design intent intact through to production.
This role required me to function as both a strategic product thinker and a meticulous hands-on craftsperson.
The Problem
Businesses are increasingly adopting AI to automate sales and customer engagement, but most AI automation tools are difficult for non-technical users to configure.
Small and mid-size businesses were spending disproportionate amounts on SDR salaries for tasks that were fundamentally repetitive: cold calling, objection handling, follow-ups, and meeting booking.
Early interviews with target users revealed a consistent pattern: they'd tried chatbot tools, they'd tried outsourced calling teams, and they were still frustrated. The missing piece was something that felt human, but worked like software.
Design Challenges
Making AI feel trustworthy: Users needed to believe the AI would represent their brand well before handing it real leads
Zero to one complexity: No existing design to iterate on; every pattern, component, and flow had to be built from scratch
Non-technical users: The product had to be operable by business owners with zero technical background
Speed to ship: Competitive market pressure meant moving from concept to live product fast
Platform Design
Login Screen
Dashboard
Voice chat with agent
SMS Chat with Agent
Design Process: Concept to Live
1. Discovery and Competitive Analysis
Mapped the AI sales tools landscape (Drift, Intercom, Dialpad AI, Salesforce Einstein), identifying UX gaps. Conducted lightweight interviews with target users (SMB owners, sales managers) to understand their mental models around AI phone agents.
2. Information Architecture and Core Flows
Designed the full IA from scratch: dashboard, agent creation, lead management, campaign setup, call analytics, and CRM integrations. The onboarding flow was especially critical: a four-step wizard that let users personalise their agent, upload leads, and launch their first campaign in under 30 minutes.
3. Design System and Component Library
Built a cohesive design system from zero: typography scale, spacing tokens, colour semantics (active vs. idle agents, success/failure call states), and a library of reusable components.
4. Prototyping and Usability Validation
Built high-fidelity prototypes in Figma and ran quick usability tests with early users. Key insight: users didn't trust the agent until they could hear a sample call. This led to designing a "Listen to your agent" preview step in the setup flow, a single interaction change that dramatically increased completion rates.
5. Front-End QA with Cursor
Worked directly alongside the engineering team using Cursor to QA the front-end implementation: reviewing spacing, component states, responsive behaviour, and interaction fidelity against design specs in real time.
6. Post-Launch Iteration
Tracked user drop-off points in the onboarding flow and iterated on the agent configuration UI based on support tickets and session recordings. Continuous refinement across 8 months as the business scaled.
Mind Map
Product mind map
Key Design Decisions
Audio Preview in Onboarding
Letting users hear their agent before launching was the single biggest trust-builder. An inline audio playback step directly in the agent setup wizard made users immediately more confident in going live with real leads.
Voice selection
Simplified AI Agent Setup to 4 Steps
Reduced agent setup to: choose a persona, configure agent number, customise the script, upload leads. What felt like a complex technical task became something users could do in under 10 minutes.
Agent setup
Real-Time Call Analytics Dashboard
Designed a live analytics view showing active calls, objections handled, and meeting bookings in real time, turning an invisible background process into a satisfying, visible outcome.
Agent stats
Outcome and Impact
$20K MRR within 8 months of launch
$90M+ generated for clients across industries via the platform
0 to 1: Full product designed end-to-end, from blank canvas to live product
Under 30 minutes time-to-value for new users: from sign-up to first agent live
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Posted Aug 3, 2026
Sole senior designer on a 0-to-1 AI sales automation platform. Owned the full product experience from discovery to front-end QA. Reached $20K MRR within 8 months.
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