OMNI-CHANNEL AGENT WORKSPACE

Redesigning the Contact-Center Workspace

Turning a legacy, 12-year-old agent interface into an AI-assisted workspace used across millions of customer conversations.

ROLE
Sole IC designer
TEAM
Lead PM · Director of PM (AI) · ECC Engineering
TIMELINE
4 months
SCOPE
Research · concept · design · handoff
MY SLICE
I led research, concept, UX and handoff end to end — the four-panel model and the AI-in-the-flow patterns are mine. ECC engineering owned the build; PM owned scope and rollout.
↑ the shipped workspace — four persistent panels, intelligence in the flow
( WHERE IT LANDED )

The impact, first

EFFICIENCY
20%
faster time-to-information
4%
less tab switching
13%
fewer clicks / interaction
30%
better disposition compliance
EFFECTIVENESS
30%
lower average handling time
18%
higher first-contact resolution
28%
fewer escalations
BUSINESS
Higher tender win rate
Lower churn risk
Reduced training time
Better agent retention
CUSTOMER
+7.5%
higher CSAT
−2%
lower repeat-contact rate
( WHAT AN ENTERPRISE CONTACT CENTER ACTUALLY IS )

You order food. Your order is delayed. You tap Help & Support.

A bot asks questions. It tries. It fails. You get transferred to a human agent…
IN SECONDS, THE AGENT MUST
Instantly understand what went wrong
WHILE YOU WAIT ON THE LINE
See order details, payment status & delivery-partner notes
WITHOUT ASKING AGAIN
Know what the bot already asked and promised — then resolve, fast
( THE STARTING POINT )

A Once-in-a-
Decade Reset

GOOGLE WEB TOOLKIT · 12 YRS

The workspace had run on Google Web Toolkit for over a decade. Patches kept it alive, but the architecture blocked modern interaction patterns, performance work, and any real UX ambition.

THREE PRESSURES FORCED THE REBUILD
01 Rigid workflows with fragmented context.
02 A widening feature gap against Sprinklr and Intercom.
03 Deals slipping on UX maturity.
( WHO IT'S REALLY FOR )

The Agent Is the System

Agents hold emotional, high-stakes conversations, switch tools constantly, and carry the brand in every call. The workspace wasn't a feature to them — it was their command center. Designing for them meant protecting focus, not just adding capability.

High-stakes, emotional
Constant tool-switching
Carries the brand, every call
( THE INDUSTRY SHIFT )

AI Changes the Role of the Agent

01
Bots handle frontline queries

Verification, status checks and repetitive intents get automated before a human ever picks up.

02
Humans handle complex, high-empathy cases

What reaches an agent is now harder, more emotional and higher-stakes by default.

03
State, Vibe & Intent become critical
State · 3 complaints in 1 week Vibe · frustrated Intent · delivery delayed
( THE REALITY ON THE FLOOR )

One Customer, Six Broken Tools

Before designing anything, I sat next to agents. What I found wasn’t one bad screen — it was a stack of disconnected tools: a bright legacy CRM, a bolt-on dialer floating on top of it, and a browser full of tabs. These are photos I captured sitting next to agents — de-identified.

legacy CRM + a dialer floating on top · captured on a visit
Legacy CRM with a dialer floating over the case record, de-identified
The contact-centre floor during a customer visit
Legacy dialer during a connected call, de-identified
↑ real screens from a floor visit — URLs, agent & customer details removed under NDA
WHAT AGENTS ACTUALLY BATTLED
1The full customer name is cut off — you minimise the window just to read who you’re talking to.
2The dialer opens at max height and floats on top of the record — the more it shows, the less of the case you can see.
3Two scrollbars fight each other — constant confusion about which one moves the thing you need.
4Fields are so dense agents zoom in and out mid-call just to read a value.
5The customer’s preferred language isn’t visible while transferring — so calls land with agents who can’t speak it.
6Every disposition is typed twice — once in the dialer, once in the CRM.
( RESEARCH )

How We Pressure-Tested the Hypothesis

Paired large-scale behavioral analytics with on-ground qualitative work — then validated the patterns beyond dashboards with enterprise clients (names bound by NDA).

FLOOR VISITS & SHADOWING ACROSS
Bus travel · 300+ agents, 3 cities Fintech collections · 200+ agents EV mobility · 5 languages Edtech counselling Digital payments
Quantitative — Amplitude
screen replays event tracking funnel analysis
Found the drop-offs, tab-switching, and time-to-information bottlenecks.
Qualitative — on the floor
agent shadowing supervisor interviews live-floor observation
Validated the patterns beyond the dashboards, with real enterprise clients.
WHAT WE HEARD ON THE FLOOR → WHAT IT BECAME
“We change 6 DIDs in the morning and 6 in the evening. If the DIDs aren’t changed, our call connectivity drops, and productivity is lost.”
— WFM analyst · fintech collections floor
→ Self-service DID rotation — spam-hit numbers auto-detected, no support ticket.
“If I remove an agent from a campaign, their calls disappear. If a customer escalates from three months ago, we re-add the agent just to hear the recording.”
— quality & escalations lead · fintech collections
→ Unified recording search — organised by customer, not campaign; survives agent moves.
“We can only spot idle agents by downloading reports and reading them by hand. If it flagged them live, we could act immediately.”
— collections supervisor · fintech floor
→ Real-time alerts on the Home dashboard — idle, silence and break-misuse surface live.
“Supervisors can’t barge, whisper or snoop for the first 3–5 minutes — by the time we join, the context is already gone.”
— observed · edtech counselling floor
→ Earlier intervention + conference coaching — the agent stays on the line, not dropped.
( THE LANDSCAPE )

Where We Stood,
Where the Field Was Going

Agents weren’t using one product — they were stitching several together. Meanwhile competitors were shipping the exact capabilities that stack couldn’t. I benchmarked both to find where a redesign would actually move the needle.

THE STACK ON ONE DESK
Legacy CRM
The case record — bright, dense, and never sized for a call.
Bolt-on dialer
A separate toolbar floating on top — its own dispositions, its own scrollbar.
WhatsApp, on the side
Supervisors defaulted to it for files and screenshots — the built-in chat didn’t cut it.
A separate journey platform
One floor spent ~₹35L a year on a third-party tool just for WhatsApp campaigns & routing.
CAPABILITY BENCHMARK
absent ~partial shipped
CAPABILITY
LEGACY STACK
THE FIELD
NEW WORKSPACE
Unified customer context, one view
9 tabs + floating dialer
~
Sprinklr · Intercom
4 panels, always on
In-call AI summaries & transcription
manual notes
yellow.ai · verloop
in the flow
Real-time supervisor alerts
idle · silence · break misuse
download reports
~
colour thresholds
live on Home
Recording search by customer
across campaigns
re-add the agent
~
campaign-scoped
customer-indexed
DID spam auto-rotation
manual tickets, 2×/day
competitors offer it
self-service
Early barge + conference coaching
3–5 min lockout
~
agent dropped
3-way, stays on
Single disposition write-through
typed twice
~
varies
write once
↑ competitor & tool names are the third-party platforms these floors already ran; client identities anonymised under NDA.
( INSIGHTS → DECISIONS )

What We Tried,
What We Killed

Every decision earned its place. The directions we axed mattered as much as the ones we shipped — here's the spine of it.

AXED — explored, then cut SHIPPED — made it to agents
INSIGHT A · COGNITIVE LOAD

Multi-session handling was fragmenting attention

Floating PiP windows silently swapped customer context — leading to accidental context switches, errors, and slower resolution. The problem was fragmented attention, not volume.

✕ AXED
Customer-Centric Inbox

One interaction list per customer; one consolidated transcript across voice / chat / email. Felt clean — but the backend defines SLAs and reporting at the interaction level. A fully unified thread would break operational accountability.

✓ SHIPPED
Channel-Centric Model

Kept interaction-level tracking, but structured interactions under the customer name — channel-specific transcripts, SLA-safe disposal flows, a UI built to evolve toward full unification later. Balances operational reality with experience ambition.

SLA-safe grouped by customer
INSIGHT B · CONTINUITY

Agents kept losing the thread between sessions

✕ AXED
Persistent avatars in header

Showed presence, not state. Agents still had to click back, re-orient, and re-scan history. It preserved access, not continuity.

✓ SHIPPED
Floating PiP, done right

A minimized live-interaction window that persists across navigation, expands instantly, and keeps real-time context — instead of silently swapping it.

Rohan K. · live
02:14 · voice
✓ SHIPPED · SEEN IN THE REAL UI

Live interactions collapse into a row of avatars in the top bar; one tap re-expands the full picture-in-picture window — transcript, timers and call controls intact — so an agent can open a full-page CRM or KB article and never lose the thread.

Collapsed live interactions as a row of avatars in the top bar, over the closed-interactions page
collapsed — presence in the top bar
Expanded floating interactions window with live call controls and conference list, over a full-page view
expanded — full context, over any page
STATE, NOT A TAB
The interaction is treated as persistent state, not a page — it follows the agent anywhere in the product, minimized or expanded.
NOTHING GOES SILENT
Collapsed avatars still carry live signals — channel, timer and unread badges — so a waiting customer is never invisible.
FREEDOM TO MOVE
Agents open full-page CRM records, KB articles or dashboards mid-call — the thing the old fixed layout made impossible.
INSIGHT C · CONTEXT ✓ SHIPPED

The Customer Context Panel

Identity, recent interactions, sentiment, and AI summaries in one view — the moment an interaction begins. The goal wasn't more data. It was the right context, at the right time.

Identity
Recent interactions
Sentiment
AI summaries
INSIGHT D · TAB SWITCHING ✓ SHIPPED

Four persistent panels, one view

Restructured the cost of tab switching into four panels that never disappear.

INTER-
ACTIONS
TRANS-
CRIPT
CON-
TEXT
3RD-
PARTY
INSIGHT E · MONITORING ✓ SHIPPED

Monitoring, out of the call

Performance monitoring competed with conversations. Moved it into a Home Dashboard — visible between interactions, never intrusive mid-call.

HOME · BETWEEN CALLS
( AI, LAYERED IN — NOT BOLTED ON )

Intelligence In the Flow

Instead of a separate AI feature, intelligence was embedded into the agent workflow itself.

Sentiment signals
😠 frustrated 😐 neutral 😊 happy
Auto-disposition

Cuts manual tagging, improves reporting accuracy.

✦ Refund · Escalated auto
Context transfer

Intent and promised actions survive a handoff — no “start from scratch.”

AB context intact
Critical-conversation alerts

Fire when urgency or SLA risk spikes.

⚠ SLA risk · 2:00 left
AI summaries

Across past and live conversations.

✦ AI SUMMARYRepeat contact re: delayed refund. Two prior emails unresolved.
( BEYOND THE CORE FLOW )

Production-Ready,
End to End

login · white-labelled
UUber
Agent sign-in
agent@uber.com
••••••••
Continue
Login — default and white-labelled (e.g. an Uber-branded variant).
chat composer
✦ "Refund's been escalated…" ✦ "Anything else?"
All sorted, Rohan — you'll get a confirmation shortly.
📎😊
chat email Send →
Chat composer states — attachments, smart responses, multi-channel replies
↑ every composer state — drafts, attachments, AI smart-responses, channel switch
A rethought composer — speed, attachments, smart responses, multi-channel replies.
closed interactions
CUSTOMERCHANNELDISPOSITION
Rohan KapoorVoiceResolved
Meera ShahChatEscalated
Arjun IyerEmailResolved
Nisha TandonVoiceCallback
Kabir MalhotraWhatsAppResolved
Sana QureshiChatResolved
Devika RaoEmailEscalated
Farhan AliVoiceCallback
Closed-interaction tables and campaign selection, designed end to end.
( ADOPTION )

Getting Agents to Actually Switch

Redesigning was half the work — the real question was whether agents would move. We leaned on behavioral nudges.

SOCIAL PROOF
14 teams have already migrated.”
POSITIVE REINFORCEMENT
“You saved 1.5 hrs this week. 🎉”
SCARCITY FRAMING
What they'd miss by staying on the old tool.
FEEDBACK CAPTURE
Lightweight prompts for resistant users.
✕ AXED · ONE BOLD MIGRATION POPUP

One forceful migration popup got killed in review. We replaced it with a softer, phased rollout.

“Let's not traumatize our enterprise customers.”
— PM verdict
Your old workspace is gone.

Everything has moved. Learn the new system now or fall behind.

Force migrateLater
( THE PRODUCT, SHIPPED )

Real Screens,
in Production

( OLD → NEW )

The same job, rebuilt

One connected call. On the left, the stack agents actually lived in. On the right, the workspace that replaced it — the call, the transcript and the CRM in a single, legible view.

BEFORE · LEGACY STACK de-identified
Before — legacy CRM with a dialer floating on top
A dialer floating over a dense CRM, twin scrollbars, truncated fields — dispositions typed twice.
AFTER · NEW WORKSPACE docked in the customer’s CRM
After — the Exotel softphone docked compactly inside the CRM, agent available
One compact widget that lives inside the CRM. Nothing floats, nothing hides the record.
app.exotel.com — agent workspace · live interaction
Exotel agent workspace — omni-channel interaction with email composer and customer context
↑ interaction list · unified transcript · reply composer · live customer & CRM context — one screen
( FEATURE BY FEATURE )

The details that do the work

TRANSCRIPT SEARCH
TRANSCRIPT SEARCH
Find any word across a live transcript — matches highlighted inline, filterable by speaker.
AI SUMMARY & SENTIMENT
AI SUMMARY & SENTIMENT
Last-5-interaction summary with a sentiment read and intent-tagged history, ready before you speak.
OMNI-CHANNEL COMPOSER
OMNI-CHANNEL COMPOSER
One reply box across email, chat and WhatsApp — recipients, subject, drafts and smart send.
CRISIS TAKEOVER
CRISIS TAKEOVER
Live conversations flagged Crisis surface for supervisor takeover the moment they turn.
INTERVENTION FUNNEL
INTERVENTION FUNNEL
Monitoring → proactive takeover, visualised so supervisors see their impact on the pool.
ROLES & PRIVILEGES
ROLES & PRIVILEGES
Enterprise RBAC — default and custom roles, per-row actions, org-wide access control.
AI SUGGESTIONS IN-THREAD
AI SUGGESTIONS IN-THREAD
AI drafts the next step inside the team thread — fraud alert SMS, repeat-case patterns — and humans confirm it.
TASKS FROM THE CONVERSATION
TASKS FROM THE CONVERSATION
A promise made on a call becomes a task — tagged, prioritised, assigned and dated without leaving the interaction.
ONE CUSTOMER, EVERY CHANNEL
ONE CUSTOMER, EVERY CHANNEL
One customer's call, email and WhatsApp thread stack under a single card — agents switch channels, not contexts.
agent workspace · live call + CRM lead
Live call with CRM lead details in the full agent workspace
supervisor home · performance overview
Supervisor home dashboard with KPIs and intervention funnel
↑ the full agent workspace with embedded CRM · the supervisor’s between-interactions home
clarity
not capacity
( THE CLOSE )

Scaling Clarity,
Not Just Capacity

This wasn't about redesigning screens. It was about reducing friction in high-pressure conversations. By restructuring context, embedding intelligence, and respecting how agents actually work, the system scales clarity — not just throughput.

Want the deeper walkthrough? Let's talk → ← back to the studio
CONTACT CENTER WORKSPACE · EXOTEL ECC ANJALI SRIVASTAVA · 2026