AI Automation: Before AI Was Everywhere

AI Automation: Before AI Was Everywhere

AI Automation: Before AI Was Everywhere

Designing AI-enabled workflows for conversational AI

Designing AI-enabled workflows for conversational AI

Designing AI-enabled workflows for conversational AI

In 2020, before AI automation became an industry buzzword, I designed AI-powered workflows for an enterprise conversational AI platform. Microsoft Copilot wouldn't arrive for 3 more years.

In 2020, before AI automation became an industry buzzword, I designed AI-powered workflows for an enterprise conversational AI platform. Microsoft Copilot wouldn't arrive for 3 more years.

Company

Company

Microsoft
(Nuance Communications)

Microsoft
(Nuance Communications)

My Role

My Role

Principal UX Designer,
Product Owner, Design Advocate

Principal UX Designer,
Product Owner, Design Advocate

Collaborators

Collaborators

Product Management,
Engineering, Research

Product Management,
Engineering, Research

Timeframe

Timeframe

2020-2022

(Presented at iCubed Conference, 2022)

Ahead of the Curve

Ahead of the Curve

Ahead of the Curve

Designed and shipped AI automation for enterprise conversational AI in 2020, three years before Microsoft Copilot reached the world.

Designed for Humans

Designed for Humans

Designed for Humans

Designed AI automation with a deliberate human-in-the-loop equation to balance speed with accuracy.

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About

Nuance Mix is a platform for building conversational AI experiences used by Fortune 500 and Global 2000 companies.

Nuance Mix is a platform for building conversational AI experiences used by Fortune 500 and Global 2000 companies.

Nuance Mix is a platform for building conversational AI experiences used by Fortune 500 and Global 2000 companies.

AI-powered automation replaced laborious, manual, and unsustainable processes for building and managing conversational AI models at scale.

AI-powered automation replaced laborious, manual, and unsustainable processes for building and managing conversational AI models at scale.

My Role

My Role

My Role

Sole designer and product owner on this work.

Sole designer and product owner on this work.

Sole designer and product owner on this work.

Partnered with PM and Engineering to understand AI feasibility and translate capability into design.

Partnered with PM and Engineering to understand AI feasibility and translate capability into design.

Partnered with PM and Engineering to understand AI feasibility and translate capability into design.

Incorporated human-in-the-loop review requirements informed by UX research.

Incorporated human-in-the-loop review requirements informed by UX research.

Incorporated human-in-the-loop review requirements informed by UX research.

Designed and shipped AI-powered automation features for automatic data classification, automatic data labeling, a combined single-step workflow for both, and AI-powered generated data.

Designed and shipped AI-powered automation features for automatic data classification, automatic data labeling, a combined single-step workflow for both, and AI-powered generated data.

Designed and shipped AI-powered automation features for automatic data classification, automatic data labeling, a combined single-step workflow for both, and AI-powered generated data.

Presented the shipped work at the Nuance iCubed Conference in 2022.

Presented the shipped work at the Nuance iCubed Conference in 2022.

Presented the shipped work at the Nuance iCubed Conference in 2022.

THE CHALLENGE

The Manual Cost of Building AI Models

The Manual Cost of Building AI Models

There is an irony at the heart of this work: the people building AI-powered products were doing it entirely by hand.

There is an irony at the heart of this work: the people building AI-powered products were doing it entirely by hand.

Conversational AI models require large volumes of accurately classified and annotated data to perform. Up until 2021, all of it was built manually.

Conversational AI models require large volumes of accurately classified and annotated data to perform. Up until 2021, all of it was built manually.

Every piece of data and each data point had to be classified one at a time through multiple clicks. At enterprise scale, this was slow, repetitive, and unsustainable for teams that needed to move fast and ship accurate models.

Every piece of data and each data point had to be classified one at a time through multiple clicks. At enterprise scale, this was slow, repetitive, and unsustainable for teams that needed to move fast and ship accurate models.

Principles That Guided the Design

New. Exciting. Powerful.
AI Automation.

Principles That Guided the Design

Get users to the feature first.

Get users to the feature first.

Get users to the feature first.

AI automation was the most significant capability added to the platform since its 2015 launch.

AI automation was the most significant capability added to the platform since its 2015 launch.

For non-technical users, the design prioritized reaching that capability immediately.

For non-technical users, the design prioritized reaching that capability immediately.

Approval was still required, but woven in, not a gate.

Approval was still required, but woven in, not a gate.

Expert users won't trust what they can't verify.

Expert users won't trust what they can't verify.

Expert users won't trust what they can't verify.

Research told us experienced users would not act on AI output without reviewing it first.

Research told us experienced users would not act on AI output without reviewing it first.

Their experience was designed as an explicit review board, making the approval step visible and central.

Their experience was designed as an explicit review board, making the approval step visible and central.

New. Exciting. Powerful. AI Automation.

New. Exciting. Powerful.
AI Automation.

New. Exciting. Powerful. AI Automation.

Product and engineering brought AI automation capability to the table. The question wasn't whether to build it. It was where it belonged.

Product and engineering brought AI automation capability to the table. The question wasn't whether to build it. It was where it belonged.

Product and engineering brought AI automation capability to the table. The question wasn't whether to build it. It was where it belonged.

The Challenge

The Challenge

The Challenge

How do you eliminate thousands of manual clicks without sacrificing the accuracy enterprise models demand?

How do you eliminate thousands of manual clicks without sacrificing the accuracy enterprise models demand?

And how do you bring that capability to both expert and non-technical users without compromising either experience?

And how do you bring that capability to both expert and non-technical users without compromising either experience?

The Solution

The Solution

The Solution

AI-powered automation to classify and annotate data in bulk, with human review before anything was committed to the model.

AI-powered automation to classify and annotate data in bulk, with human review before anything was committed to the model.

AI suggested data classification was also introduced for non-technical users, keeping the beginner experience intact without exposing the full expert automation suite.

AI suggested data classification was also introduced for non-technical users, keeping the beginner experience intact without exposing the full expert automation suite.

Expert Users

Optimize Tab Design

Optimize Tab Design

Auto-Intent and Auto-Annotation

Auto-Intent and Auto-Annotation

Non-technical Users

Develop Tab Design

Develop Tab Design

Auto-Annotation

Auto-Annotation

Design System Scalability

Design System Scalability

Design System Scalability

New color tokens added to design system to distinguish AI-suggested from user-assigned data classification. Built to scale if both states ever needed to coexist.

New color tokens added to design system to distinguish AI-suggested from user-assigned data classification. Built to scale if both states ever needed to coexist.

Blue = User-assigned

Blue = User-assigned

Blue = User-assigned

Orange = AI-suggested.

Orange = AI-suggested.

Orange = AI-suggested.

Fast. Scalable. AI-Generated Data.

New. Exciting. Powerful.
AI Automation.

Fast. Scalable. AI-Generated Data.

This work was built in partnership with Microsoft Copilot before Copilot was available to the world.

This work was built in partnership with Microsoft Copilot before Copilot was available to the world.

This work was built in partnership with Microsoft Copilot before Copilot was available to the world.

The Challenge

The Challenge

The Challenge

How do you generate the large volumes of training data AI models require without relying on manual workarounds outside the platform?

How do you generate the large volumes of training data AI models require without relying on manual workarounds outside the platform?

And how do you bring that capability to both expert and non-technical users without compromising either experience?

And how do you bring that capability to both expert and non-technical users without compromising either experience?

The Solution

The Solution

The Solution

A dedicated expert experience, already designed and in place, provided the scalable foundation for AI automation to land.

A dedicated expert experience, already designed and in place, provided the scalable foundation for AI automation to land.

A dedicated beginner experience, already designed and in place, provided the foundation for AI-generated sample sentences to land.

A dedicated beginner experience, already designed and in place, provided the foundation for AI-generated sample sentences to land.

Expert Users

Optimize Tab Design

Optimize Tab Design

Data informed: Human-in-the-Loop

Data informed: Human-in-the-Loop

Data informed: Human-in-the-Loop

Human-in-the-loop review was a data-informed design decision from proactive user research.

Human-in-the-loop review was a data-informed design decision from proactive user research.

Users must approve AI-suggested data and classifications before anything is committed to the model.

Users must approve AI-suggested data and classifications before anything is committed to the model.

Non-technical Users

Develop Tab Design

Develop Tab Design

Nuance iCubed Conference 2022

Nuance iCubed Conference 2022

Nuance iCubed Conference 2022

The work was presented at Nuance's internal R&D conference in 2022 under the title Mix NLU #beastmode. A nickname given by corporate vice president, David Ardman that followed the work from internal meetings to the conference stage. It was the most highly attended session at the event.

The work was presented at Nuance's internal R&D conference in 2022 under the title Mix NLU #beastmode. A nickname given by corporate vice president, David Ardman that followed the work from internal meetings to the conference stage. It was the most highly attended session at the event.

Impact

Impact

Impact

Ahead of the Curve

Ahead of the Curve

Ahead of the Curve

Designed and shipped AI automation for enterprise conversational AI in 2020, three years before Microsoft Copilot reached the world.

Designed and shipped AI automation for enterprise conversational AI in 2020, three years before Microsoft Copilot reached the world.

Built in partnership with Microsoft Copilot before it was available to the world.

Built in partnership with Microsoft Copilot before it was available to the world.

Designed for Humans

Designed for Humans

Designed for Humans

Designed AI automation with a deliberate human-in-the-loop equation to balance speed with accuracy.

Designed AI automation with a deliberate human-in-the-loop equation to balance speed with accuracy.

Human-in-the-loop review was a data-informed design decision driven by proactive user research.

Human-in-the-loop review was a data-informed design decision driven by proactive user research.

Built for Enterprise

Built for Enterprise

Millions of Clicks
to Bulk Approval

Classifying and annotating training data required thousands of manual clicks per model. AI automation replaced that entirely.

Classifying and annotating training data required thousands of manual clicks per model. AI automation replaced that entirely.

AI-generated sample sentences allowed Fortune 500 and Global 2000 companies to build and scale conversational AI models faster.

AI-generated sample sentences allowed Fortune 500 and Global 2000 companies to build and scale conversational AI models faster.