AI Sales Platform
Designing restraint into an AI-native sales dashboard
- Enterprise SaaS
- GTM
- AI/ML
- Role
- Product Design Intern
- Team
- 25 PMs, GTM analysts, AI engineers, and software engineers
- Timeline
- Jun 2026–Ongoing
- Tools
- Figma, Cursor
The Challenge
Sellers were stitching together their day across disconnected tools
Account executives and sales engineers were pulling account context from a CRM, meeting intelligence from call recordings, and account health from internal reporting — separately, before every call. No single view connected what was happening with an account to what a seller should do next.
The Ask
Design a 0-to-1 AI-native dashboard that gives sellers one place to manage accounts, prep for meetings, generate pitch ideas, and track pipeline health — without adding another tool to check.
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