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By Shradha


AI Search Experience Integration
Transforming Settings into an Intelligent Resolution Experience

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Highlights : 

AI Integration · Strategy · Architecture · Validation

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Context & Problem

The Settings page was one of the most visited yet underperforming areas of the app. Users arrive with high intent: to fix an issue, update preferences, or resolve a concern quickly.

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Data analysis revealed quantitative signals as : ​​​​​

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Qualitative Signals as what users were saying:

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  • "I can't find what I'm looking for."

  • "I don't know where this setting lives."

  • "Search is not taking me to the setting."

Business Impact:

  • Low self-service resolution (only 45% task completion)

  • High cognitive load in a high-stakes environment

  • Lower customer satisfaction scores

​​​This Led to Deeper Research​

To understand why users were failing to resolve their tasks, we conducted focused discovery - 

  • Reviewed Settings navigation and search usage patterns

  • Analyzed repeated and failed search attempts

  • Ran short surveys after Settings interactions

  • Interviewed existing users about recent, real tasks

  • Observed usability walkthroughs for common Settings actions

  • Reviewed comparable patterns across enterprise and consumer platforms​

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(Note : The indepth research details are given in another 'Settings' project in the portfolio)

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We combined quantitative signals (drop-offs, click-through rates, search behavior), qualitative inputs (surveys, interviews), Search attempt analysis and competitive benchmarking to understand where users were getting stuck - and why.

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​​Analysis & Insights

 

Several system-level failures emerged with -

  • Static navigation

  • Keyword-based search

  • Deep, fragmented information architecture

What Users Were Struggling With -

  • Finding the right setting with Search

  • Users retried searches with different terms

  • Navigation required guessing and backtracking

  • Help content felt disconnected from the task

Why Search Became the Core Pain Point -

  • User thought in questions, but Search required exact keywords

  • Internal feature naming didn’t match user language

  • Users struggled to locate the right setting quickly

  • Relevant results were missed

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KEY INSIGHT

Users knew what they wanted to do, but struggled to locate where or how to do it.​ ​

The burden of understanding the system was placed on the user.​

Strategic reframing

 

 

Incrementing exiting Search , but were not enough : The Transformation Moment

We explored conventional improvements:

  • Better labeling and categorization

  • Reorganized Settings categories

  • Enhanced keyword matching and synonyms

  • Improved search results ranking

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However, all of these still required users to: ​

  • Translate intent into system language

  • Navigate multiple layers

  • Understand product structure upfront

The core problem remained unchanged , but got reframed: Users had intent, but no easy way to express it.

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INITIAL APPROACH : SEARCH ENHANCEMENT

REFRAMED QUESTION

“How do we improve search?”
  to

"How might we allow users to explain what they want in their own ways and guide them to resolution -without increasing risk or complexity?"

This reframing positioned AI not as a replacement for structure, but as support for findability, confidence, and clarity.

​​​​​​​​And the transformation goal became - 

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               Turn Settings into an intelligent resolution layer that understands user intent and accelerates outcomes—without compromising control or safety.

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AI : Transformation Opportunities identified as : ​​​​​​​​​​​​​​​​

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Solution: Target AI Assist

Target AI Assist was designed as a guided, scaffolded AI interface embedded directly within Settings - supporting both discovery and execution.

AI here acts as : ​​​​​​​​​​​

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User journey transformation: 

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Cross-team collaborations

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Concept explorations :​​​​​

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CONCEPT EVALUATION MATRIX LEARNING

Users preferred a focused, dedicated conversational space when resolving settings-related tasks.

The mental model of "entering an AI help mode" created clarity and trust.

Architecture with AI: 

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System architecture

Information architecture

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Progressive Disclosure Principle - 
Each screen reveals information appropriate to the user's decision-making stage - critical in enterprise environments where clarity reduces anxiety.

AI Scaffolding & Safety Guardrails

Because Settings contains sensitive actions (billing, privacy, account deletion), AI was deliberately bounded with enterprise-grade safety constraints.

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Guardrails Applied - 

  • AI responses restricted to verified system knowledge (no hallucinations)

  • No destructive actions without explicit confirmation step

  • Clear fallback paths for ambiguity ("I'm not sure. Here are related settings...")

  • Predictable, explainable response structure (no black box)

  • Human handoff for complex or sensitive edge cases

  • Audit logging for compliance and governance

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This Ensured - 

  • Reduced risk of errors or unintended actions

  • Stakeholder confidence across legal, compliance, and product teams

  • Compliance readiness for enterprise standards

  • Long-term scalability and maintainability

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AI Limitation Communication - 
When AI couldn't help, it clearly stated: "I can't assist with that directly, but I can connect you to [support/specific setting]."

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DEFENCE IN DEPTH

Multiple validation layers ensure AI responses are trustworthy, transparent and never leave users stranded without manual options.

Experience Journey Mapping
The AI-powered resolution journey maps critical decision points where user agency and AI assistance intersect.

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Experience Flow Design - 
Each screen reveals information appropriate to the user's decision-making stage - critical in enterprise environments where clarity reduces anxiety.

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Pilot Testing & Validation

Rather than a full rollout, a controlled pilot was conducted to validate assumptions and de-risk the launch.

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What users said  - 

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5 critical insights drove targeted iterations that transformed the AI experience from uncertain to trustworthy, delivering measurable improvements across engagement, trust, and task completion.

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Live prototypes

App

Web

Impact

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Strategic Impact & Transformation Leadership

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Artifacts & Deliverables

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Whats next

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Key reflections

Target AI Assist demonstrates how AI,

when thoughtfully bounded and scaffolded, can transform a traditionally “dry” utility space into a high-value, resolution-centric experience.

From a design transformation perspective, this project:

  • Shifted the organization’s mental model from “designing pages and menus” to “designing for intents and outcomes.”

  • Established a reusable AI-UX integration pattern for other enterprise surfaces (e.g., Admin, Help, Billing).

  • Showcased that trust in AI is earned through clear boundaries, consistent explanations, and safe failure modes - not just capabilities.

 

As Product Design Transformation Specialist, my contribution was to:

  • Connect user pain, AI potential, and enterprise governance into a single, coherent strategy

  • Translate that strategy into concrete flows, guardrails, and UI patterns

  • Validate the approach through real-world metrics and feedback, building a foundation for broader AI-assisted experiences across the product.

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