SIDD: Customer service AI copilot

We help agents excel

with actionable insights

when every second matters

Rated: 4.7 / 5

used across 170+ client programs

project overview

Platform

Desktop, 0-1

My role

Product designer

Duration

2020-2023

Partners

2 fellow designers,

3 product managers,

1 platform success manager,

2 Dev leads, 1 marketing VP, CEO

Key Features

We supports agents with

minimized cognitive load and attention

Voice transcription

Realtime guidance

Task automation

Auto case notes

Sephora 2024 (incl. Q4 holiday ramp)

Business outcomes

Save money

$889K appeasement costs saved

$277K saved training cost

Save time

6.3 minutes per call saved

(36,000 calls)

30% improved email handle time

62% reduced ramp time

5 weeks reduced training time

Empower agents

90%+ adoption

Satisfy customers

16% improved CSAT scores

Increase revenue

2.5x ROI

Design stories

Finding the keys to

frictionless, systematic, and informative UX

story #1

Realtime transcripts and reminder

What does it show

gathers and document voice chat, so that agents can reply better in the first contact (better first customer direct interaction)

How this resonates with my value

I think info-based decision is importat b/c it solves real problem consistently/collectively

agents can see the convo info in writing (ACTION)

agents can track and refer convo context correctly (ACTION)

core info is not lost / understanding is correct despite high volume (IMPRESSION)

How does it help

resolution (RESULT)

Why do people need this (DEFECIENCY, URGENCY)

lost info/misunderstanding is common

human capacity is limited, it’s hard to guarantee consistent results (efficiency with volume)

existing tools are slow and prone to error

first call resolution - volume - contract fulfillment - retention/attraction

Context

Learning the Way Agents Work

It’s more than multitasking. It’s cognitive triage.

Listening

to a customer explain a billing issue

Preparing

a response while navigating CRM fields

Reading

through history and previous case notes

Trying to remember

the five-step process for that one obscure issue

Doing it all

while staying calm, accurate, and on-brand

Biggest challenges

Why User Adoption

Is the #1 Key to AI Success at Contact Centers

What kills adoption

Cognitive load Kills Adoption

noisy info

unfamiliar layout

Interaction Friction Kills Adoption

clicks

tab switching

friction to a routine workflow,

our strategy

the Jakob's Law

Users prefer websites and apps that work like other familiar products

External Consistency

Reduce Cognitive Load

Prioritize Content

Familiarity Breeds Comfort

be systematic

Reduced cognitive load

Mental model and hosting platform

External Consistency

Platform adherence

be frictionless

Reduce interaction friction

Zero Tab-Switching

Search and/or Suggest?

measuring success

What High Adoption Looks Like

96%

auto case note usage

72%

Real-time guidance usage

30s+ per call

immediate handle time reduction

45%+

improved email productivity (EPH)

80%+

overall usage rates across agent groups

story #2

Tasks automation

What does it show

agents can automate particular tasks (order lookup, warranty claim form) one click

How this resonate with my value

Frictionless AI-automated tasks reduces friction from repetitive work, saving human’s time and energy for more judgement-focused job

How does it help

Action: SIDD automates tasks → agents call focus on talking

Why do people need this

Biggest challenges

Why User Engagement

Is the #2 Key to AI Success in the Contact Center

onboarding

feature discovery

troubleshooting

story #3

Autom case note

Why do people need this (DEFECIENCY, URGENCY):

How does it help

agent can finish call logging with minimum efforts

→ agent can work on other ACW like updating database, followup, and submitting product feedback

How this resonates with my value

foundation for long-term support

What does it show (INTENTION UNDER THE PROJECT CONTEXT):

it summarizes convo and highlight actionable items for cross-functional departments to follow up

Business outcomes

save time

Voice-30s+ talk time

Voice-ACW time/%

save money

usage rate; user

hiring cost

refunding cost

make money

email per hour

chat concurrency

Reflection

adoption is not the end of mission

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