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AI platform: analytics, administration and agents

A corporate AI platform kept growing in agents, models and connectors, but the people who used, built and managed it had no clear place to act. I joined the project to lead the analytics, power user and system admin journeys, the home and the agent experience.

ToolsFigma
Scope
0
journeys redesigned
Creation
−0%
time to set up an agent
Admin
0
Control Center areas
Home
0
essential priorities in home v1
Overview

Project context

The project

A platform where companies build and use AI agents connected to their own data. It brings together the home for everyday users, agent creation for power users and the Control Center for those who manage models, connectors, costs and people.

The challenge

Each profile arrived with a different question: pick up their work, build a reliable agent or understand the operation's usage and cost. The platform put everything in one place, with no clear hierarchy of what to do first.

My role

Senior Product Designer. I joined the project to lead the analytics, power user and system admin journeys, the home page and the agent experience, from the recommended scope to high-fidelity screens.

Primary persona R Rafael Lima 36 · AI Platform Admin
Main pain
“To know how much AI costs, who uses it and what's failing, I have to cross-check three tools and I still don't trust the number.”
Goal
“See usage, cost, quality and technical health in one place, and safely enable models and connectors for teams.”
Research and discovery

What each profile needed

01End user

Everyday users want to pick up conversations and clear pending items, not browse an agent catalog when they open the platform.

02Power user

Agent builders need to choose the right type of agent and connect data sources without depending on the technical team.

03System admin

Admins need usage, cost, quality and observability side by side to decide fast and justify investment.

04Governance

Enabling providers, models and connectors per organization was what unlocked safe use at scale.

Design process

From problem to solution

01Scope

A scope proposal for the home

I structured a v1 scope proposal in three tiers: essential now, next iteration and what to leave for later. The composition principle came down to three verbs: resume, resolve and consult.

P0 / P1 prioritizationComposition principleAlignment with ProductProposal for discussion
02Home

A home for getting back to work

I designed the home around recent conversations and a single queue of pending items, each with reason, source, status and a direct action, plus domains as context shortcuts.

Pending queueRecent conversationsSimple searchCompact personal agent
03Agents

Guided agent creation

I designed the creation flow in steps: agent type, knowledge base with uploads and connectors, templates by area and instructions, with visible progress throughout setup.

State Graph and ReActTemplates by areaKnowledge baseSearch test
04Control Center

Analytics and administration in one place

I organized the Control Center into four areas: Insights, Discovery, AI Resources and Organization, plus an agent lifecycle audit.

Usage and adoptionCosts by agent and modelQuality and observabilityProviders and models
Screenshots

A visual walkthrough of the solution

Home with the pending queue, the last chat to resume, the personal agent and domains
Home: what needs you
Control Center with insights on usage, costs, quality, observability, agents by stage and active connectors
Control Center: insights
Agent setup with rule progress and a side panel for connector credentials
Agent setup: connectors
Agent setup with a side panel to create an identity rule
Agent setup: rules
Chat with folders, history and model selection
Chat with model selection
Diagram of the tables in the agent's knowledge base
Knowledge base diagram
Design decisions

Why each choice matters

1

Resume, resolve, consult

On the home, conversations and pending items sit at the center. Metrics, the agent gallery and a social feed stayed out of v1 because they don't help resume a conversation or resolve a decision.

2

Notifications inform, pending items ask for action

Notifications are kept apart from the work queue. If something needs a decision, it becomes a pending item with a deadline; everything else only informs, without looking like a task.

3

Every setting in its own area

Agents, permissions, models and knowledge bases are configured in the Control Center, not on the home. This keeps daily use light and gives admins a complete view.

Results and impact

Numbers that prove the value of design

analytics, power user, admin, home, agents
0
journeys redesigned
guided flow with templates
−0%
time to set up an agent
Insights, Discovery, AI Resources, Organization
0
Control Center areas
prioritized v1 scope
0
essential priorities in home v1
Next step

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