Agent Driven Seller Platform
Led an end-to-end redesign of Solutions Workspace, replacing fragmented workflows with a trusted, agent-first experience that reduces demo prep time, improves content reliability, and personalises workflows for Salesforce’s global seller community.
Project Overview
Solutions Workspace is Salesforce’s internal seller platform where Solution Engineers and AEs find content, access demo orgs, and prepare for customer meetings.
I redesigned Solutions Workspace into a trusted, agent-first platform. The new experience fixes broken search and confusing navigation, introduces trust indicators for content freshness and relevance, and connects specialised agents (Solutions Agent, DemoAssist, future BVD Agent) to streamline demo prep and content discovery for 5,000+ sellers.
Client
Solution Engineers, Account Executives, Sales leadership, PM, Engineering
Role
Product Designer (Focus on in Agent Conversational UI Design & Navigation)
Project Type
AI Agent Design
Project Timeline
2025, 3 Weeks
The Problem
Solutions Workspace had become a low-trust, low-adoption platform, despite being the core place where sellers prepare demos and find customer-facing content. However, trust and usability had dropped significantly. The root problem? Sellers didn’t trust the platform or its AI. Improving UI alone wouldn’t fix that, we had to rebuild trust from the ground up.
Outdated Content Returns
Search returned outdated content (some content dating back as far as 2017)
Unclear Navigation
Navigation relied on unlabeled icons → no clarity
Redundant Agent
An existing agent was on the page but barely visible and rarely used because it didn’t return useful results
User Research
Surveys & In-Field Feedback
We spoke with SEs/AEs, ran global demo-prep surveys, gathered AI-readiness feedback, and mapped workflows to understand the pain points.
Key findings:
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Sellers were open to AI — but only if recommendations were accurate and trustworthy
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Most workflows started in Slack, not Workspace
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Demo prep pain was universal across regions
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Knowledge was scattered, causing repeated searching and dead ends
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A low-visibility agent already existed but wasn’t trusted or used
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Low-fidelity prototyping confirmed sellers wanted a single, reliable starting point
Insight:
To improve adoption, we needed to deliver trustworthy content, predictable agent behaviour, and a unified workflow — not just a new UI.
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Understanding
the User
Solution Engineers working at Salesforce
act as a bridge between the technical and sales teams, helping clients understand and implement technical solutions that align with their business goals using product demos and presentations.
“I have dreamed about SEs having the ability to localize and translate demo org data”
“A well-designed UI is futile if the underlying data is inaccurate or untrustworthy”
Solution Engineer, France
Clélia
Goals:
Organised interface for targeted research
Pain Points:
Decreased confidence in platform
Account Executive, Spain
Laura
Goals:
Customisation, demo environment management
Pain Points:
Unreliable search, lack of trust in platform
Principal SE, EMEA UKI
Lucas
Goals:
Scale, governance, validation, industry specific use cases
Pain Points:
Overwhelm by information fragmentation, time consuming
Strategy
Agent-First Concept
We moved the platform to an agent-first model where specialised agents guide tasks end-to-end.
Principles
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Clear agent roles
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Predictable handoffs
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Trust indicators
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Personalised prompts
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Consistent floating-agent UI
Before: Slack → Highspot → Google Drive → Workspace
After: Solutions Agent → DemoAssist → BVD (future)
A low-fidelity prototype validated that sellers preferred a single starting point and guided prompts.
The Solution
Redesigned the homepage from a scattered entry point into a clear, intelligent hub
for seller workflows.
Main Homepage
Clear navigation
Replaced unlabeled icons with meaningful labels and a simplified UI.
Main Homepage
Reliable search
Prioritised fresh, relevant content and removed outdated assets.
Main Homepage
Agent-first experience:
Placed the Solutions Agent on the homepage and connected it to specialist agents like DemoAssist (and the future BVD Agent).
Conversational UI
Trust indicators
I added “last updated,” “out of date,” and freshness warnings so sellers know what they can rely on.
Conversational UI
Floating agent
Introduced a consistent floating-agent UI (from the Salesforce Agentic Design System) that gives users a quick, conversational way to get help from anywhere in the workflow.
Conversational UI
Personalised guidance
Grouped prompts by tasks and provided quick access to demo orgs, content, and onboarding.
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Solution
Multi-Agent System & DemoAssist
I introduced a multi-agent system using Salesforce’s Agentic Design System, giving each agent a clear role and making guidance more predictable.
The Solutions Agent sits on the homepage as the main entry point, while specialised agents support deeper tasks.
DemoAssist (Demo Specialist)
DemoAssist handles demo-specific tasks and follows the same floating-agent pattern for consistency.
My design work focused on aligning DemoAssist with the new workflow logic, trust indicators, and clear task boundaries, not redesigning the core UI.
What it can do:
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Generate/update demo metadata
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Suggest industry-specific scenarios
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Configure demo environments
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Support data population
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Troubleshoot setup issues
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Surface relevant demo assets
If a user asks the Solutions Agent for something demo-specific, it redirects transparently:
“I can’t do that, but DemoAssist can help.”
This keeps agent behaviour predictable, reduces cognitive load, and builds trust. The system will also scale to future agents like BVD and Community.
The Result
A platform that feels structured, trustworthy, and capable: built to support sellers
throughout the full demo workflow.
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30–40% reduction in workflow friction
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45% fewer outdated results appearing in search
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Clearer agent boundaries → fewer misrouted requests
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Higher trust and increased return usage
Platform (early signals)
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60% faster demo setup
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100,000+ hours saved annually
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$20.1M pipeline influenced
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$612k+ ACV closed
DemoAssist (Demo Specialist Agent)
Enabled investment in two new agents: BVD and Community, expanding the agent-first ecosystem.