Turning a sales-assisted enterprise platform into a product any sales team can activate on its own.
Ovy for Sales is the result of this transformation. It streamlines the sales workflow by identifying website visitors, starting personalized conversations, qualifying leads, and automatically booking meetings, all designed to be quick to set up and easy to use, even for non-technical teams.
As UX/UI Designer at Userbot, I designed the experience that made the self-service model work: the new onboarding flow, a homepage with step-by-step tutorials, a full design system, and a redesigned navigation.
Self-service means the product has to explain itself.
The main challenge was transforming a sales-assisted enterprise platform into a fully self-service SaaS product, where no salesperson or onboarding team stands between the user and value.
Users had to go from first login to a working chatbot on their own, with no enterprise onboarding to lean on.
Smaller sales teams lack technical resources, so every step had to reduce technical friction to maximize adoption and activation.
The flow had to communicate value from the very first session, guiding users step by step toward generating results.
A self-service product iterates fast; the interface needed to stay polished, predictable, and scalable while new features shipped.
The decisions that did most of the work.
The onboarding does the work.
To support the self-service model, I designed a new onboarding flow that guides users through their first login. Step by step, they set up the chatbot, customize its look with colors and an avatar, and choose how to bring it live: integrating it directly into their website via JavaScript or WordPress, or handing the configuration off to a teammate.
Learn the platform by watching.
I added a homepage with video tutorials to guide users as they learn the platform and give them a clear direction. Since the platform isn't very technical, short videos are enough to get people started on their own.
Bring order to the design system.
I developed a design system that standardizes components, colors, typography, and interactions across the platform, making the interface more intuitive and predictable, enabling faster iterations, and ensuring a polished, professional experience from the first login. Items are structured with Figma multiple components, mapped in tables covering all sizes, states, and extra configurations.
Redesign the sidebar around sales work.
The new layout organizes features logically, highlights key actions for sales teams, and integrates with the onboarding flow, reducing cognitive load and supporting a smoother experience from first login to daily use.
What this project taught me.
Going self-service touched every layer of the product: what the interface had to teach, how it had to scale, and how much friction it could remove from daily use.
When you remove the sales and onboarding teams, the design has to do their job: guiding, explaining, and reassuring users on its own.
In self-service, the first session is where users succeed or give up. So I designed the tutorials as part of the product, not as a manual to look up when stuck.
The design system kept the interface predictable for non-technical users and made iterations faster for the team as the SaaS evolved.
A smooth first login matters, but so does everyday use. The product has to stay easy to navigate long after onboarding, not just at the start.