Xena is an AI-powered virtual sales assistant built to make the sales process faster and more efficient. Purpose-built for sales teams, it helps you track tasks and the overall sales process, giving you a clear to-do list so you always know what to do next, while the AI assistant is always ready to help you move forward with your sales tasks.
Our project focused on creating a streamlined interface with three key components: a central dashboard, a leads page, and a deals page. The dashboard offers quick pipeline insights and AI suggestions, the leads page helps qualify and prioritize prospects, and the deals page tracks opportunities while providing guidance to move them forward. Together, they keep sales teams organized, informed, and focused on selling.
Activities and deliverables
User research, Prototyping, Design system
Who we worked with
Product owner
Unclear first impression
The initial screen resembles a generic chatbot, making it difficult for users to recognize it as a dedicated sales tool.
Insufficient visual guidance
Lack of visual cues and clear instructions leaves users unsure where to start, causing confusion about the correct first action.
Rigid search functionality
Search requires users to select the correct “role,” limiting flexibility and slowing down the process of finding desired actions.
Purpose of our research
Studies
Real-time sales pipeline visibility
The dashboard provides instant visibility into deals in progress, new leads, scheduled meetings, and key deal stages—such as waiting for reply, awaiting proposal, and negotiating. By surfacing this information upfront, users can quickly assess their pipeline, stay organized, and focus on the next best action without navigating through multiple screens.
AI support at your fingertips
The sidebar features an always-visible AI conversation with prompt options, enabling users to effortlessly continue working on sales tasks and receive real-time assistance without interrupting their workflow.
Clear deal progress and next steps
The deals page organizes opportunities into distinct sections based on their stage, helping users instantly see deal status, key details, and the next action required.
The AI sales assistant Xena transforms the sales process by combining intelligent automation with expert guidance tailored specifically for sales teams. Through a carefully designed dashboard, leads, and deals pages, it delivers clear visibility into the pipeline and daily tasks while simplifying complex workflows. By addressing key user pain points and focusing on ease of use across devices, Xena empowers sales professionals to stay organized, prioritize effectively, and close deals more efficiently—ultimately driving better sales performance and productivity.
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