AI AR Agent

AI AR Agent

Designed and refined the dashboard and workflows for a live AI assistant

Redesigning a working but unstyled product into something small teams actually want to use. From zero visual identity to a full design system, step-by-step onboarding, and a responsive dashboard — designed solo, shipped on a real product.

OVERVIEW
AI AR Agent is a live SaaS product for freelancers, small businesses, and service teams. Upload a CSV of invoices — the agent tracks due dates and sends automated reminder emails to overdue clients. No accounting software required.

The product launched with working logic but no design foundation. My role was to take a developer-built interface and transform it into a product with clear user journeys, consistent visual language, and accessibility baked in — while collaborating directly with the developer throughout.

Deliverables
Design system, Prototypes, Responsive UI

Platform
Web — Desktop & Mobile

Tools
Figma, Claude AI

My role
UX/UI Designer

The problem

The original UI had no onboarding, four competing action buttons with no visual hierarchy, inconsistent status labels, and nothing to guide a new user through their first upload.

The solution

A structured onboarding flow, unified design system, dashboard redesigned around invoice status clarity, accessibility-considered UI (contrast, focus states, error messaging), and a mobile-responsive layout.

USER FLOW
Before designing screens, I mapped the complete user journey to identify key decision points and edge cases — from first landing on the homepage to sending reminders and managing account settings.
The flow revealed three critical moments that shaped design decisions: the magic link confirmation state (what if the email doesn’t arrive?), the CSV upload error state (what if the file format is wrong?), and the delete account confirmation (irreversible action needs friction).
Mapping this upfront meant every screen had a clear purpose within the journey — nothing was designed in isolation.

DASHBOARD REDESIGN
The dashboard is where users spend most of their time — so getting it right mattered. The original version worked, but it put too much on the user: four buttons competing for attention, no guidance for new users, and a table where every row had three action buttons stacked on top of each other. The redesign stripped that back and rebuilt it around a clearer question — what does this person need to do right now?

PRODUCT GOALS

Primary

Reduce time-to-first-reminder for new users by removing ambiguity from the upload flow

Secondary

Give returning users instant invoice status visibility without requiring any scanning or scrolling

UX

Establish a consistent interaction pattern for all invoice actions — single-row and bulk

Business

Make the product feel polished enough for beta users to share and recommend

WHAT WASN’T WORKING

  • No onboarding structure — new users landed on an empty table with no entry point
  • Four upload-related buttons with equal visual weight, no clear primary action
  • Three action buttons per row (Send, Mark as paid, Delete) — visually heavy and hard to scan
  • Status labels were plain text — “pending” looked identical to “paid”
  • No feedback after import — users had to figure out if the upload worked

WHAT I CHANGED AND WHY

Guided upload — Step 1 / Step 2

Replaced the four competing buttons with a sequential two-step flow. First-time users always know where to start, and the structure makes the process feel manageable rather than technical.

Success banner

“5 invoices imported successfully” closes the upload loop and moves the user into action mode. It’s dismissable — returning users don’t see it again.

Bulk actions on selection

Send reminders and Delete only appear when rows are selected. This keeps the default view clean, and gives power users a faster path when managing multiple invoices at once.

Status badges — colour, text, icon

Each status communicates through three channels, not just colour. Sent, Scheduled, Failed, and Paid are instantly distinguishable — and the design holds up for colour-blind users too.

BEFORE VS AFTER

Before

  • No brand, plain white background
  • 4 upload buttons, no clear hierarchy
  • 3 action buttons stacked per row
  • Text-only status labels
  • No import confirmation
  • No bulk actions

After

  • Branded background, consistent visual language
  • Step 1 / Step 2 guided flow
  • Single Send button + inline status dropdown
  • Colour + icon + text badges (WCAG AA)
  • Success banner with dismiss
  • Checkbox bulk selection

USER IMPACT

New users have a clear path from empty state to first sent reminder — no guesswork

Invoice status readable in under 2 seconds — no scanning required across duplicate action buttons

Status communication works without colour — accessible to colour-blind users out of the box

The result is a dashboard where new users can go from empty state to sending their first reminder without having to figure anything out — and returning users can see the state of all their invoices at a glance. For a product growing through beta word-of-mouth, that first impression matters a lot.

DESIGN SYSTEM

Colour Pallete
The palette was built around the client’s brief and chosen with B2B SaaS conventions in mind — colours that feel trustworthy and professional without being generic.
Navy #000A33 anchors the UI. It carries authority without the harshness of pure black, and works across navigation, footer, and primary actions. Blue #004EE4 drives all interactive elements — CTAs, links, active states — giving users one consistent visual cue for “something you can click.” Using a single interactive colour means there’s no ambiguity about what’s actionable.
The supporting palette handles status communication without decoration. Success green #1D9E75 and destructive red #B10014 appear only where the meaning is genuinely positive or irreversible — a sent reminder, a deleted account. Light blue backgrounds #E4EDF6 and #F0F5FA create visual hierarchy between page background, cards, and interactive surfaces without adding noise or relying on heavy borders.

Navy

#000A33

Navy hover

#17224B

Blue primary

#004EE4

Blue hover

#0062F0

Logo blue

#2533D0

Text

#212121

Text dark

#0A0A0A

Secondary

#747479

Light blue

#E4EDF6

Light blue 2

#F0F5FA

Scheduled bg

#E2F0FD

Input bg

#F5F5F6

Border

#E2E2E3

Success

#1D9E75

Error

#E24B4A

Destructive

#B10014

Error bg

#F6EFEF

Success bg

#E6F4EC

Info bg

#E6ECF0

Warning bg

#FAEEDA

Typography
Two typefaces, each with a clear role. The pairing was chosen to balance character with legibility — important for a product where users need to move quickly through information.

Lato handles all headings. Its geometric structure works at large display sizes without feeling cold, and the slightly humanist details make it approachable rather than corporate. It gives the product a distinct voice without competing with the content below it.

Open Sans takes care of everything else — body copy, button text, labels, input fields, captions. At 12–14px it stays consistently readable across the dense parts of the dashboard, where users are scanning invoice numbers, email addresses, and status labels at a glance. It’s neutral enough not to pull attention, which is exactly what you want from a UI typeface.

The size scale has two sets of values — desktop and mobile — because the content hierarchy changes at smaller viewports. H1 drops from 72px to 38px not just to fit the screen, but to maintain the same visual weight relative to the surrounding elements. The body sizes stay consistent across both, since readability doesn’t need to change.

Stop chasing unpaid invoices

Lato Bold · 72px / 38px

Add invoices from CSV

Lato Bold · 54px / 32px

Download the CSV template

Lato Bold · 40px / 24px

Company details used in reminders

Lato Bold · 24px / 20px

Upload a CSV, track due invoices, and send reminder emails in minutes.

Open Sans · 16px

Fill it in Excel or Google Sheets, then save it as .CSV.

Open Sans · 14px · #747479

Supported: comma or semicolon CSV · Date formats: YYYY-MM-DD

Open Sans · 12px · #747479