Agentic AI Interfaces

Product Design

Designing AI experiences and agentic workflows for 500k+ users — cutting support case volume 11% YoY

Context

TriNet had three separate AI entry points — search, dashboard, and support — each with different interfaces and no shared context. Users lost context, didn't know which tool to use, and fell back to support instead of getting answers in-product.

Role

Partnered with product leadership and owned the design and interaction exploration — translating the strategy into actual surfaces users could navigate, establishing new interaction patterns for 500k+ users where no conventions existed.

Outcomes

Early 2026 AI dashboard beta resulted in an 11% YoY decrease in case volume. AI chat experiences project a 50% automation rate, a deflection of up to 29,000 chats annually – allowing users to complete tasks natively without losing context.

Case Reductions

11%

Projected Automation Rate

50%

Projected Chat Deflections/Year

29k

Total Users

500k+

AI response mapping

Surfacing insights or taking action depending on the query type

Final designs

Quick Answers
A dashboard focused on surfacing quick answers, reducing the need to hunt through menus.

Voice & Chat
Allowing users to switch between text and voice to complete multi-step tasks, like requesting time off.

Assistant (Bottom Bar Exploration)
A persistent helper that can handle complex tasks in the background.

Assistant (FAB Exploration)
A persistent helper that can handle complex tasks in the background.

Other scenarios

Successful quick answer

Unsuccessful: No info available + feedback

Unsuccessful: Do not understand

Dark mode and other interactions

Autosuggestions

Animated loaders

Other relevant links and feedback

Dynamic Dashboard
Interaction design for a conversational search, with dynamic dashboard

Inline Context
An exploration of page-aware AI. The system can read the user's specific time off plans to provide tailored feedback on compliance or other topics.

Augmented Support
Adjacent to page context aware AI features, users can quickly report a platform issue to AI or a human with an embedded screenshot function.

Thanks for viewing!

This is just a small overview of the work.

This is just a small overview of the work.

To learn more, please reach out at

To learn more, please reach out at

iszimberg@gmail.com

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iszimberg@gmail.com

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Isaac Zimberg