Go back to Home
Building a prompt-driven analytics dashboard for Serri AI in 4 days
Building a prompt-driven agentic interface which shows personalised and customisable data visualisation in 4 days.
Overview
Serri is a powerful marketing automation platform reaching 100+ countries that integrates CRM with advanced marketing tools, helping businesses streamline and personalize their marketing efforts.
By combining automation, analytics, and deep customer insights, Serri enables companies to efficiently manage campaigns, nurture leads, and drive growth.
Important Links
Figma prototype link - Figma Interactive Link (View on Desktop)
Design Rationale Doc - Doc Link
Text Input to WhatsApp Engagement Report Prototype
Designed a dynamic, prompt-driven WhatsApp Engagement Report for Serri AI, generated entirely from a simple text input.
Voice Input to Cross Channel Funnel Report Prototype
Designed a dynamic, prompt-driven Cross Channel Funnel Report for Serri AI, generated entirely from a simple voice input prototype.
Design principles
Multi-channel clarity: channel context should be obvious at a glance
Progressive disclosure: show essentials first, drill down on demand
Customizable but safe: flexibility without overwhelming configuration
User flow for Prompt Inputs
Wireframes made with Claude AI to validate ideas quickly
Home Page (Prompt Input States)
Consolidated all dashboard content in an agentic AI interface for users to retrieve data through text / voice inputs which are further customisable
Fetching Data States
User's inputs are represented in chips to give reassurance of data selection by Serra AI. Skeleton states match final layouts to show users data is being fetched to avoid frustration
Dashboard Built by prompt
Dashboards are built by reusable components which can be further edited by the user
Edit Widgets in dashboard
Dashboard widgets can be customised manually or with follow up questions to AI chat
Download and Schedule Reports
Users can download instant PDF / CSV reports or schedule them based on preferences
Thank you for viewing <3