LeadMate

OVERVIEW

Leveraged generative AI as a third-party assistant to support managers’ momently decision making during one-on-one meetings. I aimed to design solutions that help managers clarify scattered resources to deliver accurate information to their team, encourage self-reflection to improve communication, and provide opportunities to gain wisdom from peers.

My Role

User Experience design

User Interface design

User research

User interview

Ideation, Sketch

Interaction design

Wireframes

Prototyping

Usability Testing

Mockups

Tools

Figma

Adobe Creative Suite

Team

2 designers

Duration

Agust - December 2025 (5 months)

IMPACT

"What’s really nice is how Gen AI meets managers in the moment. It is really thoughtful at culturing up. And it focuses on the tone, which means we're all in this together rather than the hierarchical. The designs have got manager improvement on the spot and then manager in reflection. There is improvement with the team and yourself. It's like all about growth."

- JoEllen Kames (Director of User Experience Design @Salesforce)

FINAL DESIGN

Home

When users open the desktop app, they receive notifications about upcoming meetings or new updates from team members.

Use Case 1 | Prepare one-on-one meetings differently depending on the team member’s needs.

One-on-on Meeting Guide

Check individual’s goals progress and track how the meetings are aligned with their objectives.

Use Case 2 | Get relevant information when needed spontaneously through multimodal interaction during meetings.

Wiki Chat in meeting

Use Chatbots to ask a question and get relevant information in any context.
Wiki gathers data from Gmail, GDrive, Task, Calendar, Slack, meeting recordings... in any company related platforms.

Wiki Chat in meeting

Type keyword or name for your question  and use guide to ask faster while archiving conversation. Immediately review top search topics and recent conversations.

Use Case 3 | Get ready for upcoming meetings to encourage communication and active participation from the team member.

Self-reflection

Visually analyzed one-on-one meeting feedback to support self-reflection and improvement by helping users understand whether they dominated the meeting and how they behaved.

Peer wisdom

Gen AI pairs and links managers with peers who share similar concerns, aiming to build confidence through shared wisdom and experience.

PROJECT GOAL

Leverage generative AI to support managers in making better decisions for a cohesive, productive, and healthy team.

USER INTERVIEW

Managers face pressure to lead through unclear moments by making quick decisions while remaining empathetic.

“I make a lot of decisions. Most of my job is making sure people are moving in the right direction under pressure.”

- T, Engineering leader

“I misread what the person was doing. I have too many meetings, I'm not paying attention, or it's not clear. How do I make sure that I'm choosing the best one without making someone else upset?”

- K, Product Management leader

PROBLEMS

Overwhelming decisions at every moment—often under significant pressure—especially in situations where subtle nuances can lead to unintentional miscommunication during one-on-one meetings. They don't have time to reflect deeply on every conversation.

Jobs To Be Done

Understand the causes of miscommunication to prevent it from happening again and to encourage active participation from team members during meetings.

MANAGER NEEDS

Gain deeper team understanding through one-on-one feedback, clear decisions, and shared peer insights.

Utilize one-on-one meetings effectively to better understand the team.

Being able to clarify decisions at the right moment ensures alignment and confidence

Feedback for their behaviors during one-on-one meetings and wisdom from peers who’ve had similar leadership experiences.

SOLUTION

Leverage generative AI as a third party to collaborate with managers in moment decision-making. Gen AI meets managers in 3 ways.

Streamline one-on-one meeting prep based on each team member’s unique needs.

Clarify scattered resources to share accurate information during the meeting.

Provide analyzed insights after meetings to support self-reflection and create opportunities to connect with peers who share their wisdom.

USABILITY TESTING

Needed visualized insights to understand the level of participation from their team members.

Key takeaways

・ Wanted to engage a team member to participate the one-on-one meeting to listen to their thoughts.

・ Tracking each person’s speaking time helps the manager see if they’re dominating the conversation.

・ Wanted to provide immediate answers on specific areas of the project during meetings, but the information was too scattered to locate quickly.

ITERATION

Aimed to recognize manager to reflect on speaking time during the meeting and provide tips for team members' participation.

Before

After

Intended to search the information immediately during the meeting by designing multimodal.

Before

After

VALUE

Gen AI as a third party collaborates with managers for team healthy.

Enhancing the decision-making process for navigating one-on-one meetings by aligning goals for personal and team growth.

Making better informed decisions by improving accuracy against overwhelming resources.

Making better decisions in communication with teams though self-reflection and wisdom from other managers.

WHAT I LEARNED

While working with the Salesforce AI team, I gained experiences, leveraging generative AI in human human-computer interaction design, applying the design thinking process to align AI capabilities with user needs, evaluating which datasets can or cannot be utilized for AI applications, and exploring generative AI capabilities to support design execution.