Soul Machines AI

Intern Project

Soul Machines Creative Guidelines — helping B2B customers create, brand and deploy their Digital Human

Overview

This platform is for a B2B audience interested in AI as the frontline to customer service.

Through understanding the AI (Digital Human) Deployment process, I created guidelines to help our users create, brand and deploy a Digital Human that resonates with their company voice and engages their target audience.

The intended outcome was to advise our users on this unfamiliar process, and offload the time and effort Soul Machines spends into onboarding B2B customers one on one.

Scope

UX audit and design, research, stakeholder collaboration, content planning, writing and visual design

Team

I reported to the Director of Product Design. I collaborated with two senior product designers, four product managers and three engineers.

Creative Guidelines for a B2B audience

The content I created was planned to be in the Support section as Design Guidelines.

Support section in Soul Machines

Interviewing our product managers, engineers

As I was new to the company and AI technology, I interviewed our product managers and engineers to understand their product initiatives, progress, concerns and vision.

Notes on the product lines from PMs, engineering features

Trying the platform myself

I started putting myself in the shoes of the B2B customer by deploying multiple Digital Persons (DP). I played with our options for appearance, styling, branding and personality.

Experience the B2B deployment platform

Breaking down the user flow into tasks and opportunities

The flow below focuses on the content creator audience - B2B customers that want to customise their Digital Person (DP) themselves. This covers the entire process to deploying.

I created a flow of your predicted experience in terms of tasks, their objectives, emotions and opportunities for us to create the content that carries them from start to finish of a smooth deployment experience. The flow below focused on helping our audience create the appearance of the DP.

Flow chart for the DP appearance

Solidifying the content architecture

With feedback from the stakeholder interviews, and my own understanding of the user experience and AI technology, I put together a hierarchy of content to help our B2B users design their own DP.

Information or content architecture

Getting feedback from PMs

I talked with a few PMs again to get their feedback on the design guidelines so far.

Design Guidelines content and structure in development

Takeaways

Some feedback from the product managers included:

Guiding B2B users to summarise the DP's role and identity for managed expectations. Greater variation in appearance across the two examples. Grid image constraints.

See below for a breakdown of the interview process.

PM interview notes

Guidelines Section 1: Identity

For the guidelines, I walk users through by creating two Digital Person examples - one with a corporate branding and one for a creative branding. This is to illustrate the range of industries our platform and technology can apply to, and increase the chances users have of relating with an example.

In Identity, the section helps companies consider their DP's brand voice, purpose and audience.

Some assets for Identity section

Guidelines Section 2: Branding

In Branding, this section helps companies craft the appearance of their DP including the shirt, background, logo and platform interface.

Some assets for Brand section

Guidelines Section 3: Visual Content

In Visual Content, this orients companies to consider how content will fit and display on the platform interface. It also includes considerations on styling consistency and content format, specifications.

Some assets for Visual Content section

Learnings

I learnt a lot about how we can design for AI in this internship and how AI works in the context of Soul Machines as a company / business. It was deeply interesting and engaging work, being part of the product team and working in sprints to complete projects.

I got the firsthand experience of working in an agile product team, stakeholder interviews, design critiques, 1:1s, ideating with designers and engineers, presentations, and delegating work to another intern.

Working at Soul Machines gave me the lens on how high-performing teams work, and instilled in me a collaborative and iterative mindset I now bring to other workplaces.