An intelligent sales automation platform that combines AI-powered digital employees with lead generation, outreach, and CRM integration to streamline sales workflows.
An intelligent sales automation platform that combines AI-powered digital employees with lead generation, outreach, and CRM integration to streamline sales workflows.
ALCHEMYST AI
Alchemyst AI is a generative AI-based company in India that supports businesses by automating sales tasks. Although the company plans to expand into more AI models, its flagship product remains the AI Sales Agent, named Maya.
The project primarily targets businesses looking to automate their SDR roles with a simple, linear workflow for scheduling meetings, initiating sales campaigns, and generating leads.
Company
Alchemyst AI
Timeline
February 2024 – Ongoing
Role
Lead Product Designer
I led this project as the Product Designer, journey from initial exploration to final implementation, which included understanding the brief, conducting research, ideating, designing, and prototyping. Throughout, I maintained close collaboration with the product manager and partnered closely with engineers.
Team
01 Lead Product Designer
01 Product Manager
07 Engineers
01 UX Writer
Alchemyst AI is a generative AI-based company in India that supports businesses by automating sales tasks. Although the company plans to expand into more AI models, its flagship product remains the AI Sales Agent, named Maya.
The project primarily targets businesses looking to automate their SDR roles with a simple, linear workflow for scheduling meetings, initiating sales campaigns, and generating leads.
Company
Alchemyst AI
Timeline
February 2024 – Ongoing
Role
Lead Product Designer
I led this project as the Product Designer, journey from initial exploration to final implementation, which included understanding the brief, conducting research, ideating, designing, and prototyping. Throughout, I maintained close collaboration with the product manager and partnered closely with engineers.
Team
01 Lead Product Designer
01 Product Manager
07 Engineers
01 UX Writer
Stories worth telling about
Stories worth telling about
Stories worth telling about
Alchemyst AI is a generative AI-based company in India that supports businesses by automating sales tasks. Although the company plans to expand into more AI models, its flagship product remains the AI Sales Agent, named Maya.
The project primarily targets businesses looking to automate their SDR roles with a simple, linear workflow for scheduling meetings, initiating sales campaigns, and generating leads.
Our service focuses on meticulously streamlining these SDR processes to automate daily tasks and reduce the repetitive work sales teams handle throughout the day.
Company
Alchemyst AI
Timeline
February 2024 – Ongoing
Role
Lead Product Designer
I led this project as the Product Designer, journey from initial exploration to final implementation, which included understanding the brief, conducting research, ideating, designing, and prototyping. Throughout, I maintained close collaboration with the product manager and partnered closely with engineers.
Team
01 Lead Product Designer
01 Product Manager
07 Engineers
01 UX Writer
My design approach places a strong emphasis on the platform's core features, allowing sales representatives and employees to generate and find leads, manage dashboards, co-work through multiple integration, and initiate sales campaigns. This includes the crucial steps of mannually shortlisting leads or take help of GenAI, making and initiating campaign decisions, and regulating the decisions accordingly to maintain the dashboard stats.
My design approach places a strong emphasis on the platform's core features, allowing sales representatives and employees to generate and find leads, manage dashboards, co-work through multiple integration, and initiate sales campaigns. This includes the crucial steps of mannually shortlisting leads or take help of GenAI, making and initiating campaign decisions, and regulating the decisions accordingly to maintain the dashboard stats.
(I) My Design Approach
(I) My Design Approach
(I) My Design Approach
Breakdown of the Problem.
Breakdown of the Problem.
Breakdown of the Problem.
Streamlining the process of running campaigns by generating, shortlisting, and managing all other tasks typically conducted by SDRs.
Streamlining the process of running campaigns by generating, shortlisting, and managing all other tasks typically conducted by SDRs.
Streamlining the process of running campaigns by generating, shortlisting, and managing all other tasks typically conducted by SDRs.
Crafting a seamless workflow where SDRs can perform their daily tasks, with all previously used applications integrated within a single product.
Crafting a seamless workflow where SDRs can perform their daily tasks, with all previously used applications integrated within a single product.
Crafting a seamless workflow where SDRs can perform their daily tasks, with all previously used applications integrated within a single product.
Integrating conversational AI to stitch all processes together, making them accessible through simple conversations with the AI agent.
Integrating conversational AI to stitch all processes together, making them accessible through simple conversations with the AI agent.
Integrating conversational AI to stitch all processes together, making them accessible through simple conversations with the AI agent.
Enabling seamless registration and sign-up for multiple employees at once using API keys, creating a collaborative co-working space.
Enabling seamless registration and sign-up for multiple employees at once using API keys, creating a collaborative co-working space.
Enabling seamless registration and sign-up for multiple employees at once using API keys, creating a collaborative co-working space.
Allowing users to manage and assign inboxes easily within the same platform.
Allowing users to manage and assign inboxes easily within the same platform.
Allowing users to manage and assign inboxes easily within the same platform.
(II) Design Process
(II) Design Process
(II) Design Process
Following the design processes doesn’t just give users an intuitive and pleasurable experience — it poses an opportunity for designers to iterate and improve their designs.
Following the design processes doesn’t just give users an intuitive and pleasurable experience — it poses an opportunity for designers to iterate and improve their designs.
(III) User Research Results & Findings
(III) User Research Results & Findings
We analyzed the survey data looking for coincidences and patterns, focusing on things that could be improved and pain-points they face on a daily basis:
We analyzed the survey data looking for coincidences and patterns, focusing on things that could be improved and pain-points they face on a daily basis:
We analyzed the survey data looking for coincidences and patterns, focusing on things that could be improved and pain-points they face on a daily basis:
Our study profile has been based on sales representatives and SDRs currently working on thriving Startups and companies for 2-10 years.
(III) User Research Results & Findings
We interviewed 5 users in an average of 30 minutes to ask some questions about their experience when listing leads and running campaigns. We did find some interesting data!
We interviewed 5 users in an average of 30 minutes to ask some questions about their experience when listing leads and running campaigns. We did find some interesting data!
We interviewed 5 users in an average of 30 minutes to ask some questions about their experience when listing leads and running campaigns. We did find some interesting data!
Bhartesh
“The success of an SDR depends upon the lead conversion rate and how much profit they can show to the company”
Shruti
“I don’t really prefer finding leads through online platforms— I’m more of an old school person, connecting on calls”
Sid
“I use AI for documentation and deck content, but I generally stay away from it while finding leads.”
Ayushi
“It is very tiring to conduct the repetitive tasks we need to everyday. While new converted leads bring good news for the company, finding more leads is a lethargic task.”
Bhartesh
“The success of an SDR depends upon the lead conversion rate and how much profit they can show to the company”
Shruti
“I don’t really prefer finding leads through online platforms— I’m more of an old school guy, connecting on calls”
Sid
“I use AI for documentation and deck content, but I generally stay away from it while finding leads.”
Ayushi
“It is very tiring to conduct the repetitive tasks we need to conduct everyday. While new converted leads bring good news for the company, finding more leads is a lethargic task.”
(IV) Understanding User Behavior and Daily Routine
(IV) Understanding User Behavior and Daily Routine
(IV) Understanding User Behavior and Daily Routine
(V) Design Goal
(V) Design Goal
(V) Design Goal
By understanding the users' daily work routine and experience review, we found our focus area for creating this new platform.
By understanding the users' daily work routine and experience review, we found our focus area for creating this new platform.
By understanding the users' daily work routine and experience review, we found our focus area for creating this new platform.
Flexible
Signing up, generating leads, shortlisting, and targeting campaigns should be streamlined, with each step integrated and accessible at any point in the workflow.
Flexible
Signing up, generating leads, shortlisting, and targeting campaigns should be streamlined, with each step integrated and accessible at any point in the workflow.
Simple
Clean out the clutter, and help users easily complete their tasks.
Simple
Clean out the clutter, and help users easily complete their tasks.
Coherent
Integrating different applications all at once for various members of the team all at once to create a co-working space within the platform.
Coherent
Integrating different applications all at once for various members of the team all at once to create a co-working space within the platform.
Flexible
Signing up, generating leads, shortlisting, and targeting campaigns should be streamlined, with each step integrated and accessible at any point in the workflow.
Simple
Clean out the clutter, and help users easily complete their tasks.
Coherent
Integrating different applications all at once for various members of the team all at once to create a co-working space within the platform.
(V) Competitor Analysis
(V) Competitor Analysis
(V) Competitor Analysis
Definition of Features
Task prioritization using the MOSCOW Method
We decided to start with the must and should features, we consider that those features could solve the main problems and relieve the pain points of the user like frustration for generate and mail multiple leads repetitively.
Definition of Features
Task prioritization using the MOSCOW Method
We decided to start with the must and should features, we consider that those features could solve the main problems and relieve the pain points of the user like frustration for generate and mail multiple leads repetitively.
(VI) User Flow Architecture
(VI) User Flow Architecture
(VI) User Flow Architecture
Scroll/Pinch and Pan to read through the canvas.
Scroll/Pinch and Pan to read through the canvas.
Scroll/Pinch and Pan to read through the canvas.
(VII) Low Fidelity Design
(VII) Low Fidelity Design
(VII) Low Fidelity Design
We develop the user flow to know the apps screens to see the future flows and organize the ideas that we had for the app.
We develop the user flow to know the apps screens to see the future flows and organize the ideas that we had for the app.
We develop the user flow to know the apps screens to see the future flows and organize the ideas that we had for the app.
(VIII) Rejected Designs
(VIII) Rejected Designs
(VIII) Rejected Designs
Taking feedbacks and user research analyses, we rejected some of the initially designed Lo-Fi Designs.
Taking feedbacks and user research analyses, we rejected some of the initially designed Lo-Fi Designs.
Taking feedbacks and user research analyses, we rejected some of the initially designed Lo-Fi Designs.
Map fields constant on screen above the leads table in leads interface.
Toggle Between Menu Field and Chat history in the converse interface.
Map fields constant on screen above the leads table in leads interface.
Toggle Between Menu Field and Chat history in the converse interface.
(VIII) Redesigned
(VIII) Redesigned
Efficient Feedback & Research = Efficient Flow
Efficient Feedback & Research = Efficient Flow
Map fields being a dormant function deserved only a button of "edit columns" on top of the table and not a constant modal on top.
Map fields being a dormant function deserved only a button of "edit columns" on top of the table and not a constant modal on top.
Map fields being a dormant function deserved only a button of "edit columns" on top of the table and not a constant modal on top.
Toggle Between Chat History and Maya's computer helped maintaining the product's uniformity and confusing toggle b/w the menu.
Toggle Between Chat History and Maya's computer helped maintaining the product's uniformity and confusing toggle b/w the menu.
Toggle Between Chat History and Maya's computer helped maintaining the product's uniformity and confusing toggle b/w the menu.
Welcome Aboard for the final designs!
Welcome Aboard for the final designs!
A single entry dashboard from home page for every data point which leads all separate detailed lead generation, enrichment and campaign pages.
The new adaptive storage card surfaces site, file, and version data, delivering trends, distribution patterns, and clear-cut recommendations.
Converse Section
A tool where you can access the whole product just by typing down your requests. From getting updated CSVs, solving any research problems, coordination tasks across all the features on the platform.
Converse Mode-1
A day-0 onboarding conversing chatbot. Helps you generate, enrich, run campaigns and guides you through the platform.
This mode gives you the option to toggle between modes 2 and three (Maya's computer and chat history).
Converse Mode-2
Maya’s computer for watching the process of how the conversational AI solves a Problem. Also can be played as replay while visiting past chats.
A smart toggle system to simultaneously watch the backend thinking, and solving the problem all at once.
Converse Mode-3
Chat History mode helps you go through all the previous chats and also initiate new chats, and bring back context from previous chats.
Leads page for uploading your CSV or generating one. User can enrich certain data fields, through preferred modes, like web or local data.
Modal prompted once leads CSV is uploaded by the user. To change the field/column names with the preferred names.
Selected columns enrichment modal. User can refer to some URL or ask the platform to enrich the columns by searching the web. Reference team and target field are the columns the user wants to fetch the info from and the column they want to place their result on, respectively.
Campaigns Automation
Anautomationpagethatautomaticallycreatescampaigns,takingindetailsfromuser
Detailsforthecampaigngeneration
Impact Created
A tool designed to make the life of a sales representative easy and ease burden on a company's outreaching logistics.
With big clients like Mahindra, Hyundai, Kotak working on our product, the product is serving companies with over 100,000 employees. The base product helped us raise $300K in our pre-seed round. It is aimed to serve half a million employees by the end of 2025.
Key Takeaway
Key Takeaway
A tool designed to make the life of a sales representative easy and ease burden on a company's outreaching logistics.
Understanding the schedule of an SDR and their daily problems dealing with ordinary GenAI problems helped a lot. Both of them stitched together helped building the product. Be it wrappers or stand alone AI models, our product has been able to achieve the intricacies of the average working day on an SDR.
A tool designed to make the life of a sales representative easy and ease burden on a company's outreaching logistics.
Understanding the schedule of an SDR and their daily problems dealing with ordinary GenAI problems helped a lot. Both of them stitched together helped building the product. Be it wrappers or stand alone AI models, our product has been able to achieve the intricacies of the average working day on an SDR.