Convox - Call Center SaaS & UX UI Design

We need a modern mobile app desing for a call center solution that simplifies agent workflows.

Jason Miller, Co-founder, Convox

Jason Miller

Co-founder, Convox

Convox - Call Center SaaS & UX UI Design

About the project

Convox is a mobile app designed for call centers, aiming to streamline agent workflows and enhance customer experiences.

With features like real-time analytics, intuitive navigation, and task management, Convox ensures seamless communication and operational efficiency.

  • Client

    Convox


  • Location

    San Francisco, USA


  • Category

    B2B SaaS


  • Date

    2025


  • AI Customer Service Solutions | UX & UI Design

    AI Customer Service Solutions | UX & UI Design

Logo Design

Corporate Identity

  • The Convox logo combines a speech bubble and arrow to represent streamlined communication and workflow direction. It supports Convox - Call Center SaaS ui / ux by reinforcing clarity, guiding user flow, and improving recognition across mobile call center platforms.

  • Using AI For Customer Service | UX & UI Design

    Using AI For Customer Service | UX & UI Design

  • Agents were overwhelmed by complex workflows and disjointed navigation. We focused on clarity, responsiveness.

    Vitalii B., UX Architect

    Vitalii B.

    UX Architect

  • Onboarding was inconsistent across teams. We simplified the UI and introduced guided flows to reduce ramp-up time and improve retention.

    Stan D., Chief Information Officer

    Stan D.

    Chief Information Officer

  • Lack of real-time data was limiting. We made it central to the app experience - always available and always relevant.

    Mari S., CX Designer

    Mari S.

    CX Designer

  • AI And Customer Service | UX & UI Design

    AI And Customer Service | UX & UI Design

  • AI Customer Services | UX & UI Design

    AI Customer Services | UX & UI Design

User Discussions & Insights

Feedback Summary

  • We ran surveys and user interviews to identify workflow issues across call center environments. Feedback showed low task efficiency, unclear UI flow, and barriers to accessing real-time data. These insights shaped the UX / UI direction and helped define priorities around navigation, screen clarity, and information access to improve CSR performance and user satisfaction.

  • Surveys highlighted the need for streamlined navigation and real-time data access to improve agent productivity and customer satisfaction.

    Vitalii B., UX Architect

    Vitalii B.

    UX Architect

Core Findings

    • 64% - Slow Task Flow

      Agents report delays due to unclear UI structure and non-linear workflows, lowering task completion rate and CSR efficiency.

    • 72% - Overloaded Interfaces

      Screens show too many actions at once. Users miss key functions, reducing engagement and increasing churn risk.

    • 59% - Data Access Delay

      Real-time customer info is not easily available in key views. This affects response time and lowers service accuracy.

    • AI For Customer Service | UX & UI Design

      AI For Customer Service | UX & UI Design

    • AI Customer Service | UX & UI Design

      AI Customer Service | UX & UI Design

    Problem and Solution

    User Challenges Informed Strategy

    • Key challenges in the Convox - Call Center SaaS project centered on inefficient workflows and limited access to customer data, which slowed down agents and affected service quality.

      By focusing on simplifying the interface and improving data visibility, the design team prioritized clear navigation and real-time insights. This approach helped create a more efficient UX/UI that supports faster task completion and higher agent satisfaction.

    • By focusing on simplifying user interfaces and enhancing data accessibility, we were able to give agents the tool they need to deliver faster more effective customer support.

      Vitalii B., UX Architect

      Vitalii B.

      UX Architect

      • Problem

        Cluttered interfaces, inefficient task flows, and disconnected customer data slowed down agents and reduced overall productivity. These issues in the Convox project affected CSR quality and increased task completion times, lowering user satisfaction and engagement.

      • Solution

        The Convox UX/UI focused on a mobile-first design with clear navigation and real-time analytics. Integrated customer data and smart task management streamlined workflows. The clean, intuitive interface improved speed, task accuracy, and agent retention.

      • Solving Service | UX & UI Design

        Solving Service | UX & UI Design

      Mobile app

      Mobile Sentiment & Communication

      • The mobile app improves agent productivity by addressing slow workflows and complex UI issues. It includes a communication balance visualization to spot speaking and listening gaps, enhancing agent interactions.

        The call review feature uses sentiment analysis to quickly assess agent performance through emotional markers and playback controls.
        This Convox - Call Center SaaS example simplifies tasks, boosts CSR quality, and supports better user engagement in a B2B SaaS environment.

      Primary Capabilities

        • Communication Balance Visualization

          Shows the speaking and listening balance to identify communication gaps and help improve agent interactions.

        • Workflow and Interface Challenges

          Complex interfaces, slow task flows, and disconnected data reduced agent productivity and lowered customer service quality.

        • Call Review with Sentiment Analysis

          Enables quick assessment of agent performance and emotional tone through call recordings with sentiment markers and playback controls.

        • AI-Powered Mobile App | UX & UI Design

          AI-Powered Mobile App | UX & UI Design

        Branding

        Visuals across all touchpoints

        • For the project, we developed a simple and cohesive brand system to support recognition and clarity. The design extends across key assets, including business cards and outdoor banners, ensuring consistency in both digital and physical environments.

          This Convox UX/UI example uses clear typography, structured layout, and a limited color system to maintain brand alignment. The approach strengthens trust, supports conversion goals, and creates a scalable visual foundation for future growth in the B2B SaaS space.

        • Customer Service AI Bot | UX & UI Design

          Customer Service AI Bot | UX & UI Design

        Typography & Colors

        Textures in Type and Tone

        • For Convox, we used the Outfit font in light, regular, and medium weights to maintain clarity and consistency across the interface. This choice supports easy reading and clear hierarchy without drawing attention away from the content.

          The color palette includes two shades of grey paired with a light yellow accent.
          The greys provide a neutral, professional background, while the yellow highlights key elements and actions, helping guide user focus and improve usability. This combination balances a calm, business-like tone with subtle vibrancy to support user engagement.

        • Customer Service AI Software | UX & UI Design

          Customer Service AI Software | UX & UI Design

        Landing page

        Entry Screen Layout

        • The Convox landing page was designed to deliver clear information about the product’s features and benefits. The layout focuses on simplicity and ease of navigation, helping users quickly understand the value of the platform.

          The messaging is straightforward and aligned with B2B SaaS goals, aiming to increase user engagement and improve conversion rates. Consistent visuals support brand recognition and build trust with potential customers.

          This Convox UX/UI example shows how a clean design can reduce confusion and encourage visitors to explore further, ultimately supporting higher user retention and satisfaction.

        • Call Center AI Solutions | UX & UI Design

          Call Center AI Solutions | UX & UI Design

        Result

        Workflow-Driven Results

        • Post-launch data from the Convox project showed measurable gains in agent speed and accuracy. Improved task flows and clearer interface structure made daily operations more efficient and reduced user friction.

          The Convox UX/UI changes supported faster issue resolution and improved response quality, contributing to higher customer satisfaction and lower agent error rates. Internal feedback confirmed better visibility and smoother workflows, aligning with key B2B SaaS performance goals.

        Usability Score

          • 40% - Improvement in task efficiency

            We addressed core usability issues to streamline workflows in the Convox call center app. The redesign led to a significant boost in task efficiency and reduced friction in routine agent actions.

          • Convox helped us simplify agent workflows and improve visibility. Our teams now resolve queries faster and with better accuracy.

            Sarah Johnsom, CEO - Convox

            Sarah Johnsom

            CEO - Convox

          • Convox Efficiency Gains | UX & UI Design

            Convox Efficiency Gains | UX & UI Design

          • Call Center AI Automation | UX & UI Design

            Call Center AI Automation | UX & UI Design

          Next Iteration

          Expanding access across platforms

          • The next phase of the Convox project focuses on adaptive versions for tablet and desktop to support agents working across different environments. The goal is to ensure a consistent experience and allow smooth transitions between devices.

            This Convox UX/UI update will extend the product’s usability while maintaining visual consistency and interaction patterns. The expansion supports higher engagement, improves cross-device retention, and helps teams stay efficient regardless of platform.

          • We are looking to develop adaptive versions of the app for tablet and desktop platforms, ensuring agents can seamlessly transition.

            Jason Miller, Co-founder, Convox

            Jason Miller

            Co-founder, Convox

          • Artificial Intelligence For Call Centers | UX & UI Design

            Artificial Intelligence For Call Centers | UX & UI Design

          Shall we chat?

          [email protected]

          Let’s

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          talk

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