UI / UX Design
From Search to Ask AI
Redesigning CRM interaction from data retrieval to decision intelligence — replacing underutilised search with an AI conversational layer that drove a 27% increase in adoption.
Year :
2025
Industry :
SaaS / CRM
My Role
Proshort
Project Duration :
2 Months
Problem :
Search was built for retrieval. Users needed decision support. Despite powerful filters, the feature was critically underutilised — users avoided it entirely.
Solution :
Replaced search with Ask AI — a conversational interface delivering structured tables, insight blocks, visual indicators and contextual links.
Challenge :
Building user trust in AI outputs. We introduced a reasoning trace showing how the AI arrived at each conclusion, alongside source data.
Summary :
+27% AI adoption (token-based). Replaced underutilised search workflows. Faster time-to-insight. Fundamental behavioral shift from searching to asking.
More Projects
UI / UX Design
From Search to Ask AI
Redesigning CRM interaction from data retrieval to decision intelligence — replacing underutilised search with an AI conversational layer that drove a 27% increase in adoption.
Year :
2025
Industry :
SaaS / CRM
My Role
Proshort
Project Duration :
2 Months
Problem :
Search was built for retrieval. Users needed decision support. Despite powerful filters, the feature was critically underutilised — users avoided it entirely.
Solution :
Replaced search with Ask AI — a conversational interface delivering structured tables, insight blocks, visual indicators and contextual links.
Challenge :
Building user trust in AI outputs. We introduced a reasoning trace showing how the AI arrived at each conclusion, alongside source data.
Summary :
+27% AI adoption (token-based). Replaced underutilised search workflows. Faster time-to-insight. Fundamental behavioral shift from searching to asking.
More Projects
UI / UX Design
From Search to Ask AI
Redesigning CRM interaction from data retrieval to decision intelligence — replacing underutilised search with an AI conversational layer that drove a 27% increase in adoption.
Year :
2025
Industry :
SaaS / CRM
My Role
Proshort
Project Duration :
2 Months
Problem :
Search was built for retrieval. Users needed decision support. Despite powerful filters, the feature was critically underutilised — users avoided it entirely.
Solution :
Replaced search with Ask AI — a conversational interface delivering structured tables, insight blocks, visual indicators and contextual links.
Challenge :
Building user trust in AI outputs. We introduced a reasoning trace showing how the AI arrived at each conclusion, alongside source data.
Summary :
+27% AI adoption (token-based). Replaced underutilised search workflows. Faster time-to-insight. Fundamental behavioral shift from searching to asking.