Analytics | Sidekick AI | Channels
ShopPay | Collabs | Marketplaces
Sidekick AI
Overview
To simplify report creation and querying, I introduced a conversational AI concept for our reporting tools. The team developed it under my direction, and it was ultimately approved by the CEO and launched to merchants.
Methodology
Partnering with the AI team and others, we built a feedback loop across design, product, and engineering, tested concepts with a merchant steering group, and launched a beta to gather rapid feedback.
Problem & Success Metrics
Data queries rose ~25% in the first 60 days, showing strong adoption of conversational AI, supported by highly positive customer and social feedback.
My Role
I identified the product need, sketched ideas to partner with product and engineering, incorporated cross-team feedback, and led design through launch, including the research plan. The CEO loved the work.
Conversational AI Report Generation
Merchants needed a way to quickly and easily write reports without having to understand how to code, so we introduced conversational AI as a way to bridge the knowledge gap, and help them understand the power of our data reporting tools.
The product was born out of some scrappy sketches I shared with product and engineering.
