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.
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
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
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
What was the problem?🤷🏽♀️
Our primary challenge was creating a streamlined solution for Sales SDRs to automate their daily jobs, and facilitate this through seamless workflow within the product.
How to make such a product that integrates multiple applications already in use (such as slack, Calendly, mail, Whatsapp, telegram, etc.) within the various sequences of their workflow within the platform.
Additionally, how to promote generative AI and the use of an AI agent within the workforce.
What are we solving? 🧠
We've developed a flexible web platform for sales representatives, developers and companies needing sales aid.
Integrating multiple accounts of the office ecosystem, throughout the platform, making it a co-working process.
SDRs can generate leads by specifying their criteria as they normally would when searching online or through other resources — the difference being that GenAI and conversational AI does it for them. User can shortlist the leads based on filters and run automated campaigns on the selected ones.
Campaigns can be run on the selected leads, and also by shortlisting them using filters on detailed forms based on the industry category they cater to (Tech, Retail, B2B, B2C, Health, etc.).
Targeting the Indian and U.S. businesses, we've added essential filters for an enhanced user experience.
What was the problem?🤷🏽♀️
Our primary challenge was creating a streamlined solution for Sales SDRs to automate their daily jobs, and facilitate this through seamless workflow within the product.
How to make such a product that integrates multiple applications already in use (such as slack, Calendly, mail, Whatsapp, telegram, etc.) within the various sequences of their workflow within the platform.
Additionally, how to promote generative AI and the use of an AI agent within the workforce.
What are we solving? 🧠
We've developed a flexible web platform for sales representatives, developers and companies needing sales aid.
Integrating multiple accounts of the office ecosystem, throughout the platform, making it a co-working process.
SDRs can generate leads by specifying their criteria as they normally would when searching online or through other resources — the difference being that GenAI and conversational AI does it for them. User can shortlist the leads based on filters and run automated campaigns on the selected ones.
Campaigns can be run on the selected leads, and also by shortlisting them using filters on detailed forms based on the industry category they cater to (Tech, Retail, B2B, B2C, Health, etc.).
Targeting the Indian and U.S. businesses, we've added essential filters for an enhanced user experience.
What was the problem?🤷🏽♀️
Our primary challenge was creating a streamlined solution for Sales SDRs to automate their daily jobs, and facilitate this through seamless workflow within the product.
How to make such a product that integrates multiple applications already in use (such as slack, Calendly, mail, Whatsapp, telegram, etc.) within the various sequences of their workflow within the platform.
Additionally, how to promote generative AI and the use of an AI agent within the workforce.
What are we solving? 🧠
We've developed a flexible web platform for sales representatives, developers and companies needing sales aid.
Integrating multiple accounts of the office ecosystem, throughout the platform, making it a co-working process.
SDRs can generate leads by specifying their criteria as they normally would when searching online or through other resources — the difference being that GenAI and conversational AI does it for them. User can shortlist the leads based on filters and run automated campaigns on the selected ones.
Campaigns can be run on the selected leads, and also by shortlisting them using filters on detailed forms based on the industry category they cater to (Tech, Retail, B2B, B2C, Health, etc.).
Targeting the Indian and U.S. businesses, we've added essential filters for an enhanced user experience.
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 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.”
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.
Usability Study
After completing the low fidelity prototype, We approached the participants that were initially interviewed during my primary research phase to conduct a moderated usability test to analyse how users will interact with the app. The following were the findings acquired:
• Leads need to be uploaded directly on the campaigns page and not to be first shortlisted on the leads page first. The shortlisting and enhancement should be included on campaigns page too.
• Each stat shown on the dashboard should be shown on the platform or be converted into excel or readable formats and made available to the user.
Usability Study
After completing the low fidelity prototype, We approached the participants that were initially interviewed during my primary research phase to conduct a moderated usability test to analyse how users will interact with the app. The following were the findings acquired:
• Leads need to be uploaded directly on the campaigns page and not to be first shortlisted on the leads page first. The shortlisting and enhancement should be included on campaigns page too.
• Each stat shown on the dashboard should be shown on the platform or be converted into excel or readable formats and made available to the user.
After completing the low fidelity prototype, We approached the participants that were initially interviewed during my primary research phase to conduct a moderated usability test to analyse how users will interact with the app. The following were the findings acquired:
• Leads need to be uploaded directly on the campaigns page and not to be first shortlisted on the leads page first. The shortlisting and enhancement should be included on campaigns page too.
• Each stat shown on the dashboard should be shown on the platform or be converted into excel or readable formats and made available to the user.
(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.
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.
Impact Created
A tool designed to make the life of a sales representative easy and ease burden on a company's outreaching logistics.
After conducting usability testing with client, we discovered that the activity feature was most effective for both the stakeholders. With valuable feedback, we iterated on the design.
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.
Welcome Aboard for the final designs!
Welcome Aboard for the final designs!
Welcome Aboard for the final designs!
Welcome Aboard for the final designs!
Feature (I)
Feature (I)
Feature (I)
Daily Analytics Dashboard
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Daily Analytics Dashboard
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Daily Analytics Dashboard
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Daily Analytics Dashboard
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Daily Analytics Dashboard
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Daily Analytics Dashboard
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Feature (II)
Feature (II)
Feature (II)
Conversational Onboarding
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, to getting to know what is
Conversational Onboarding
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Conversational Onboarding
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Feature (II)
Feature (III)
Feature (II)
Feature (III)
Feature (II)
Feature (III)
Leads/ Field Enrichment
A part of the platform where the users can upload their preferred CSVs, edit the data in the columns manually, and exclusively have the option to edit the date with the help of GenAI. The feature includes selecting a target field of columns and the reference field (from which you want to refer the data), ask the Enrich Data modal to enrich the data with any text query prompt of your desire. User can also choose the target field and ask for a data fetch from the web. The toggle on the modal allows to choose b/w theese two modes.
Leads/ Field Enrichment
A part of the platform where the users can upload their preferred CSVs, edit the data in the columns manually, and exclusively have the option to edit the date with the help of GenAI. The feature includes selecting a target field of columns and the reference field (from which you want to refer the data), ask the Enrich Data modal to enrich the data with any text query prompt of your desire. User can also choose the target field and ask for a data fetch from the web. The toggle on the modal allows to choose b/w theese two modes.
Leads/ Field Enrichment
A part of the platform where the users can upload their preferred CSVs, edit the data in the columns manually, and exclusively have the option to edit the date with the help of GenAI. The feature includes selecting a target field of columns and the reference field (from which you want to refer the data), ask the Enrich Data modal to enrich the data with any text query prompt of your desire. User can also choose the target field and ask for a data fetch from the web. The toggle on the modal allows to choose b/w theese two modes.
Feature (IV)
Feature (IV)
Feature (IV)
Campaigns Fields
A sequenced array of forms created, keeping in mind the daily routine of an SDR and how they proceed to create a daily campaign. It starts with fixing the pitch, filling up various forms and product pitches. Then it goes on the select the targets. User may upload the CSVs or ask the GenAI to do it for them. Shortlist the target manually and proceed. Next comes the warmup, where we offer them templates based on the industry they're targeting. They can ask the GenAI to generate the warmup texts and mails, and schedule the mails according to the templates or manually.
Campaigns Fields
A sequenced array of forms created, keeping in mind the daily routine of an SDR and how they proceed to create a daily campaign. It starts with fixing the pitch, filling up various forms and product pitches. Then it goes on the select the targets. User may upload the CSVs or ask the GenAI to do it for them. Shortlist the target manually and proceed. Next comes the warmup, where we offer them templates based on the industry they're targeting. They can ask the GenAI to generate the warmup texts and mails, and schedule the mails according to the templates or manually.
Daily Analytics Dashboard
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
Campaigns Fields
A sequenced array of forms created, keeping in mind the daily routine of an SDR and how they proceed to create a daily campaign. It starts with fixing the pitch, filling up various forms and product pitches. Then it goes on the select the targets. User may upload the CSVs or ask the GenAI to do it for them. Shortlist the target manually and proceed. Next comes the warmup, where we offer them templates based on the industry they're targeting. They can ask the GenAI to generate the warmup texts and mails, and schedule the mails according to the templates or manually.
Daily Analytics Dashboard
A platform where users can monitor product performance and outcomes in one place. It provides a tally of leads reached and converted, token elapsement, upcoming meetings, top campaigns, and mailbox health — making it an essential tool for sales representatives to track progress and prepare reports.
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.