I designed a proactive AI agent to help maintain accurate and trustworthy journey maps on a SaaS Platform

I designed a proactive AI agent to help maintain accurate and trustworthy journey maps on a SaaS Platform

I designed a proactive AI agent to help maintain accurate and trustworthy journey maps on a SaaS Platform

*NDA Notice

Confidential and proprietary details have been removed or anonymized to protect client information.

*NDA Notice

Confidential and proprietary details have been removed or anonymized to protect client information.

The Dish in One Bite

The Dish in One Bite

Project Overview

Project Overview

Problem Space

Problem Space

Keep journey maps accurate and up-to-date with less manual effort

Keep journey maps accurate and up-to-date with less manual effort

Business Goal

Business Goal

Increase platform long-term value and user trust by ensuring the journey maps stay accurate and up-to-date

Increase platform long-term value and user trust by ensuring the journey maps stay accurate and up-to-date

Outcome

Outcome

Reduce manual effort and enable more reliable journey map maintenance with AI

Reduce manual effort and enable more reliable journey map maintenance with AI

Customer journey maps are meant to guide business decisions, but they often become outdated as customer behaviors, products, and data evolve. While the current platform, a journey mapping software, already supports journey creation with AI, analytics integration, and AI-assisted insights, maintaining journey maps still relies heavily on manual reviews and disconnected signals. 

In this project, my team and I explore how an agentic AI maintenance system could help organizations keep journey maps accurate, trustworthy, and actionable over time. Our solution is a system that can proactively detect potentially outdated content, map data changes back to specific journey steps, and surface evidence-based suggestions for users to review and apply.

Beyond improving maintenance workflow for users, this solution also creates an opportunity for the business to strengthen trust in journey maps as living tools rather than static documentation. By making customer insights more reliable, scalable, and easier to maintain, the platform can provide greater long-term value for enterprise teams managing complex customer experiences.

Customer journey maps are meant to guide business decisions, but they often become outdated as customer behaviors, products, and data evolve. While the current platform, a journey mapping software, already supports journey creation with AI, analytics integration, and AI-assisted insights, maintaining journey maps still relies heavily on manual reviews and disconnected signals. 

In this project, my team and I explore how an agentic AI maintenance system could help organizations keep journey maps accurate, trustworthy, and actionable over time. Our solution is a system that can proactively detect potentially outdated content, map data changes back to specific journey steps, and surface evidence-based suggestions for users to review and apply.

Beyond improving maintenance workflow for users, this solution also creates an opportunity for the business to strengthen trust in journey maps as living tools rather than static documentation. By making customer insights more reliable, scalable, and easier to maintain, the platform can provide greater long-term value for enterprise teams managing complex customer experiences.

Ingredients for this Project

Ingredients for this Project

Timeline

Timeline

Jan 2026 - May 2026

Jan 2026 - May 2026

My Role

My Role

UX Designer

UX Designer

Responsibility

Responsibility

UX research

Literature Review

Sketching

Interaction Design

Usability Testing

Design Iteration

UX research

Literature Review

Sketching

Interaction Design

Usability Testing

Design Iteration

Tool

Tool

Figjam

Figma Board

Maze

Figjam

Figma Board

Maze

My Key Contribution

My Key Contribution

  1. Led Hi-Fi Prototyping & Built a Component System from Scratch

  1. Created the Testing Protocol, Conducted Research & Synthesized Findings

  1. Helped Coordinate Project Planning & Team Scheduling

User Persona

User Persona

Preparation

Preparation

What I Did Before Finding Solutions

What I Did Before Finding Solutions

Click it

Cooking

Cooking

Getting the Solution

Getting the Solution

Final Dishes

The final design solution introduces an AI maintenance agent that helps teams keep customer journey maps accurate and up to date over time. Instead of relying on manual reviews and scattered signals, the system proactively surfaces suggested updates, explains the reasoning behind them with supporting evidence, and guides users through the review and application of changes. To balance automation with trust and control, the experience combines proactive AI suggestions with reactive conversational assistance, allowing users to explore, verify, approve, deny, or revisit recommendations directly within their workflow.


Here is the logical flowchart of our final solution for communication and teamwork purposes.

The final design solution introduces an AI maintenance agent that helps teams keep customer journey maps accurate and up to date over time. Instead of relying on manual reviews and scattered signals, the system proactively surfaces suggested updates, explains the reasoning behind them with supporting evidence, and guides users through the review and application of changes. To balance automation with trust and control, the experience combines proactive AI suggestions with reactive conversational assistance, allowing users to explore, verify, approve, deny, or revisit recommendations directly within their workflow.


Here is the logical flowchart of our final solution for communication and teamwork purposes.

1. Proactive AI Suggestions

The AI maintenance agent proactively monitors journey data and surfaces suggested updates when information may be outdated, inconsistent, or missing.

The AI maintenance agent proactively monitors journey data and surfaces suggested updates when information may be outdated, inconsistent, or missing.

  1. Evidence-Backed Suggestions

Each suggestion includes supporting evidence and contextual reasoning to explain why the AI recommended the change. Users can review related insights and source documents to manually verify the suggestion before taking action.

Each suggestion includes supporting evidence and contextual reasoning to explain why the AI recommended the change. Users can review related insights and source documents to manually verify the suggestion before taking action.

  1. Contextual AI Assistance

Users can ask the AI follow-up questions about specific suggestions to get additional context, explanations, or clarification directly within their workflow.

Users can ask the AI follow-up questions about specific suggestions to get additional context, explanations, or clarification directly within their workflow.

  1. Human-Controlled Decision Making

The system keeps users in control by allowing them to approve, deny, or skip AI-generated suggestions rather than automatically applying changes. This helps balance automation with trust and human oversight. Suggested areas are highlighted directly within the journey map to help users quickly identify where attention is needed.

The system keeps users in control by allowing them to approve, deny, or skip AI-generated suggestions rather than automatically applying changes. This helps balance automation with trust and human oversight. Suggested areas are highlighted directly within the journey map to help users quickly identify where attention is needed.

  1. Suggestion History & Undo Actions

Users can revisit previously approved or denied suggestions via a history view that tracks past actions. This also allows users to review context and undo decisions when needed.

Users can revisit previously approved or denied suggestions via a history view that tracks past actions. This also allows users to review context and undo decisions when needed.

Leftover and Lesson

Leftover and Lesson

What I learned

What I learned

  1. Communicating Ideas More Clearly Across Teams

  1. Creating Better Collaboration Frameworks

  1. Building Scalable Hi-Fi Prototypes

  1. Designing with Business Goals in Mind

What I would do with more time

What I would do with more time

  1. Conduct More Usability & Contextual Testing

  1. Design an Onboarding Experience for this AI Feature

  1. Revisit AI Support for High-Security Organizations

Let's connect!

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