Overview
AI Guided Experience
InsightsHub is a research repository where teams can centralize survey data, documents, and insights. As part of the platform, QuestionPro AI helps users analyze research data through summaries, highlights, and AI-generated insights.
Project
UX/UI Design
Date
May 2026
Team
1 PM, 2 Devs and 1 designer (me)
The Context
While exploring QuestionPro AI, I noticed the experience created expectations similar to ChatGPT, but behaved differently due to its dependency on uploaded data. After discussing this with the Product Manager and speaking with customers, we confirmed that confusion around the AI's capabilities and starting point was a recurring issu
User Personas
Created personas to better understand researchers' goals, workflows, and expectations when using AI-powered research tools.
Jobs To Be Done
Defined JTBDs to identify what users needed to accomplish and where the current experience created friction.
The problems
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Unclear Purpose
Users struggled to understand the AI's role and capabilities.
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Misleading Expectations
The chatbot-like interface suggested a ChatGPT experience that the product couldn't deliver.
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Lack of Context
The AI required uploaded data to work but failed to communicate this requirement.
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No Clear Starting Point
New users weren't guided toward a meaningful first action.
Benchmark Analysis
I analyzed similar AI products to understand how they introduce AI capabilities and guide first-time users. The goal was to avoid creating ChatGPT-like expectations and establish a clearer, more purpose-driven experience.
Exploration & Iterations
Worked through multiple concepts, reviews, and design critiques with my teammates and design lead to refine the experience.
Validation
Conducted A/B testing to evaluate different onboarding approaches. The final solution introduced guided onboarding, clearer expectations, and contextual assistance.
The solution
After validating the problem through user feedback, stakeholder discussions, and competitive analysis, I redesigned the onboarding experience for QuestionPro AI using the existing design system. The new experience introduces clearer guidance, better onboarding, and more intuitive user flows while ensuring consistency across the platform.
The outcome
Beyond the redesign, I proposed future enhancements and onboarding concepts for subsequent iterations. These ideas focused on delivering more personalized guidance, smarter recommendations, and deeper AI assistance as users became more familiar with the platform.