Case study · Jarvis GPT · 2024

Making an AI assistant easy enough for busy leaders

Leaders had to pick a dashboard, a store, and dates just to get one number from their store data. I designed a chat assistant that answers in plain words. It shipped, leaders stopped using it, and I designed two changes to bring them back.

Role
Product designer
Timeline
1 month, then two changes after launch
Team
PM, engineers, AI researchers
Jarvis GPT home with a greeting, a question box, and a morning summary of store data

The colored frame is part of the design. It marks the assistant apart from the dashboards.

Quick look

I designed an AI assistant that answers leaders' questions in plain words.

A chat assistant for store data, and two changes after leaders stopped using it.

The assistant home: a greeting, the question box, and the morning summary

Who it is for

Three kinds of leader, grouped by what they did, not by title.

The quick checkerNeeds one number without picking a dashboard.
The blank pageNeeds somewhere to start that is not an empty box.
The occasional visitorNeeds a reason to look before something goes wrong.
The idea

Ask, instead of digging

One number meant picking a dashboard, a store, and dates. The assistant takes the question in plain words and answers with text, a chart, or a table.

The assistant: a greeting and one box with a question typed in plain words

How the project went

  1. Version one: a greeting and one question box
    BuildOne box that answers with text, a chart, or a table.
  2. The welcome card that introduces the assistant on the dashboard
    LaunchIt shipped inside the dashboards, with three ways in.
  3. After a thumbs down, a list of reasons to pick from
    Find out whyLeaders tried it once and drifted back, so we asked why.
  4. The prompt library next to the chat
    SimplifyTwo changes: ready questions, and summaries that arrive on their own.
Change one

A place to start

Prompt library in the header opens ready questions beside the chat, sorted by topic. Hover a card to copy it, or pin it to your home.

The prompt library next to the chat, with one card in its hover state showing Copy prompt
Built for our models

A rough question, made clear

To keep costs down, we did not use the largest models. Smaller models need a clear question, so Improve prompt rewrites a rough one before it is sent.

Before: a rough question typed in the boxAfter: the question rewritten in full, with Undo
Change two

Answers that arrive on their own

A morning summary waits on the home screen. On any dashboard, Summarize page reads the page and says what changed.

The morning summary under the question box
The page summary while it reads the page
The finished page summary

About the project

Getting one number took three choices in a dashboard

Where are leaders spending effort just to get one number? Jarvis had detailed dashboards for stores, cameras, and queues. Getting one number meant picking a dashboard, a store, and dates.

Four real Jarvis dashboards stacked one behind another: camera statistics, queue times, drive-thru, and retail analysis in front

Which dashboard, which store, which dates: every question started with three choices.

Who I designed for

Three kinds of leader I designed for

Not by title. Drawn from how leaders used the dashboards, and from what the team heard after launch.

Line sketch of a leader between meetings, checking his phone under a wall clock

The quick checker

"I just need the number. I do not have time to find the right dashboard."

The pattern
Wants one number between meetings, and has no time to pick a dashboard.
What they needed
One number, in plain words, without picking a dashboard.
Line sketch of a leader looking at an empty text box on her laptop, unsure what to type

The blank page

"I opened it and did not know what to type."

The pattern
Opens the box and does not know what to ask.
What they needed
Somewhere to start that is not an empty box.
Line sketch of a leader leaning back from a closed laptop as a notification bell rings

The occasional visitor

"I only look when something is already wrong."

The pattern
Opens the dashboards only when something already looks wrong.
What they needed
A reason to look before something goes wrong.

Where it lives

The assistant shows up in three places inside the dashboards

Leaders already lived in the dashboards, so the assistant had to show up there.

A welcome card over the camera feeds: Meet your new data assistant, with a Try the new AI assistant button
A floating Try the new AI assistant button at the bottom of the dashboard
The dashboard header with a Jarvis GPT item marked New, your AI assistant

The welcome card shown the first time, the floating button, and the header item next to search. All three are in the final design.

Version one

Version one: a single box where you ask in plain words

I designed the first screen as a greeting and a single box. Ask in plain words, and the assistant answers with text, a chart, or a table.

Version one: a question in plain words, the thinking steps, and the answer as a donut chart

Ask in plain words, and the answer comes back in the right shape.

Show the work

Each step is visible, so leaders trust the answer

While the assistant works, the thinking panel lists each step, like finding stores in Haryana and Delhi. Seeing the steps is what lets a leader trust a number they cannot check themselves.

The right shape

A chart for counts, a table for events

A count comes back as a chart with the total in the middle. A list of camera events comes back as a table with photos.

Answer shown as a donut chart with the total in the middle
Answer shown as a table of camera events with photos
Feedback

One tap to say an answer missed

Thumbs up or down is one tap. A thumbs down asks what went wrong, so the team knows what to fix. The reasons came back to the team as a list of misses to work through.

After a thumbs down, a list of reasons to pick from

After launch

It shipped. But adoption was low.

Leaders tried it once, then drifted back to the dashboards. We went looking for why.

Change one

Change one: a prompt library of ready questions

I designed a set of ready questions that open from Prompt library in the header, beside the chat and sorted by topic. Leaders can copy one or pin it to their home.

Prompt library panel next to the chat, with topic filters and question cards

Hover a card to copy the question into the box, or pin it to your home.

Improve prompt

A rough question becomes a clear one

To keep costs down, we did not use the largest AI models. Smaller models give good answers only when the question is clear. A loose question like mumbai west footfall n occupancy last 2 months got a loose answer. So Improve prompt rewrites it into a full question first, and Undo brings the original back.

Version one
A rough question typed in the version one box, with only a send button
With Improve prompt
The rewritten question in the box, with a Prompt improved note and an Undo button

Change two

Change two: a morning summary that arrives on its own

I designed short summaries that the assistant writes on its own. They show what changed, what needs a look, and questions to ask next.

Every morning

A morning summary on the home screen

Three short points from yesterday's data, like footfall, queues, and camera health. Each point has Ask about this, for a quick follow-up.

Morning summary with three points and Ask about this links
On any dashboard

Summarize the page you are looking at

A leader already looking at a dashboard should not have to leave it to understand it. So the summary lives on the dashboard itself, one tap away.

  1. The dashboard header with a Summarize page button
    Tap Summarize pageThe button sits next to the page title.
  2. The summary panel while it reads the filters and compares the dates
    It reads the pageIt uses the filters you already set, and shows each step.
  3. The finished summary: what changed, what needs a look, and questions to ask next
    The summaryWhat changed, what needs a look, and what to ask next.
Your choice

Leaders decide when summaries arrive

A simple schedule: how often, and at what time. Then the topics to cover, the stores, and whether to get it by email too.

Summary settings with schedule, topics, stores, and an email switch

What happened

What each change was meant to fix, and what I did not measure

  1. Prompt library

    This is what it was designed to change. We did not measure it. What I watched for was whether a leader who had frozen at the empty box tapped a ready question instead.

  2. Improve prompt

    Not measured. I watched whether loose questions, like the Mumbai footfall one, came back as full sentences before reaching the model.

  3. Morning summary

    Not measured. I watched whether leaders who only opened Jarvis when something was wrong now saw it every morning, without opening anything.

Prototype

Try Jarvis GPT

I used Claude to turn my Figma screens into this working prototype. The screens and sample data come from my final design.

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