Callivio CRM - SaaS & UX UI Design
We need to fix user drop-off by making agent tools simpler and improving service flow.
James Thornton
James Thornton CIO, Callivio
About the project
Client
Callivio
Location
Seattle, USA
Category
Dashboard
Date
2025
AI Customer Service Solutions | UX & UI Design
Logo Design
Visual Identity
Using AI For Customer Service | UX & UI Design
AI Customer Services | UX & UI Design
Strategic Plan
Value-Centered Strategy
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Our goal was to simplify workflows, empower agents, and enhance decision-making.
Victoria P.
Lead Designer
- “
We focused on intuitive navigation to reduce agent workload and improve efficiency.
Mari S.
Product manager
- “
Real-time analytics became a priority to help agents make informed decisions faster.
Vitalii B.
UX Researcher
AI And Customer Service | UX & UI Design
AI Customer Service | UX & UI Design
User Interview & Insights
Research Summary
Key Insights
AI For Customer Service | UX & UI Design
Customer Service AI | UX & UI Design
Problem & Solution
Fixing what slowed agents down
AI In Customer Service | UX & UI Design
Customer Service AI Bot | UX & UI Design
Mobile app
Enhancing On-the-Go Agent Access
Key Feautures
AI Powered Customer Service | UX & UI Design
System Usability Score
Measuring Satisfaction
Key Questions from the Survey
Call Center AI Software | UX & UI Design
AI Customer Service Software | UX & UI Design
Landing page
Design optimized for performance
Customer Service AI Software | UX & UI Design
Typography & Colors
System designed for clarity and structure
Call Center AI Solutions | UX & UI Design
Social Media
Design built for engagement
AI Call Centers | UX & UI Design
Result
Performance through user actions
Usability Score
- “
Thanks to UI updates and a redesigned dashboard, we cut user churn and improved agent speed.
Marcus Hale
Co-founder, Ledgerix
AI Solution Call Center | UX & UI Design
Call Center AI Automation | UX & UI Design
Next Iteration
Integrating AI automation to boost efficiency
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Next, we’ll integrate AI-driven automation and CRM features for enhance efficiency.
Marcus Hale
Co-founder, Ledgerix
Artificial Intelligence For Call Centers | UX & UI Design
Shall we chat?
[email protected]Let’s
talk
Let’s
talk