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Foundever

AI copilot for call wrap-up and compliance for customer support agents

Designed a practical in-call copilot delivering real-time next-best-action and compliance guidance for CX agents, driving 4× growth in tool adoption.

Role
Product Designer
Type
Enterprise, GenAI, Responsive toolbar
Timeline
5 months · 2026
Team
2 Product Designers (me+1), PM, QA, AI Engineers, UX Researchers, Sales
My contribution
AI product design, AI-assisted prototyping, interaction design, cross-functional collaboration.

3.98M+

Agent hours saved annually

55,000 → 120,000

Increase in tool adoption rate

−51% (5.1 min → 2.5 min)

Average wrap-up time

Overview

155K agents were provisioned with the AI copilot — but only 18% used it.

The tool is Foundever's GenAI copilot for CX agents: real-time guidance, automated summaries, instant answers. Only 18% used it, because it wasn't solving the problem agents actually had.

I redesigned the experience layer — making the AI's intelligence usable and trusted by front-line agents in high-pressure, real-time environments.

Business goals: improve product adoption and, ultimately, agent efficiency.

Process

Shadowed agents in their working environments

03

Field visits

10

User interviews

1000

User surveys

Agents needed a low-friction, in-call way to guide them in real time

The tool automated parts of the process, like writing and translating, but the wrap-up feature wasn't adding much value:

Compliance steps were easy to miss

Personal templates were common workarounds

Inconsistency in solving cases

Technical constraints

  • Zero data retention
  • PII redaction
  • VDI fallback

How might we design the agent experience with minimal disruption to the agent's flow?

Design solution

Redesigned the experience to make the AI approachable and trustworthy through a human-in-the-loop experience, surfacing real-time compliance and next-best-action recommendations.

  1. 01

    Surface real-time compliance

  2. 02

    Next best action during the call

  3. 03

    Build confidence into the product experience

Trade-offs

  • Latency vs freshness
  • Automation vs agent control

Wrap-up & compliance

Real-time guidance on every call walks agents through compliance steps, flags language violations, and generates a call summary ready to paste into CRM notes. The tool surfaces the next best action, so agents stay ahead without losing momentum.

Impact

Team member feedback

“It helps me get through call wrap-up faster while keeping me in control of the final response, and is easy to use.”

— Support agent, week 8 post-launch