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GENESYS

A customer experience platform

offering cloud-based solutions for contact centers.
Their product enables businesses to manage omnichannel customer interactions — including voice, chat, email, and social

all in one unified system.

THE PROBLEM

Exceed's powerful sales automation bot could replace human sales reps by managing leads through emails and SMS, using AI to qualify leads and schedule meetings.
However, the product's UI and UX were confusing, outdated, and non-scalable.
Customers often couldn’t complete basic actions without help, and the onboarding experience felt like training for a tool, rather than exploring a product.


In parallel, Genesys needed the product to seamlessly integrate into their platform, meaning:

  • Visual and functional consistency with the Genesys design system

  • Two user groups: existing Exceed users and Genesys customers

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Old to New Dashboard

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UX DESIGN PROCESS

I redefined user flows to:

  • Simplify core tasks such as creating and managing sequences

  • Highlight the AI assistant's value without overwhelming the user

  • Match the mental models of Genesys users, while maintaining a sense of familiarity for Exceed users

​
I created:

  • New information architecture for easier navigation

  • Contextual flows instead of linear, overly guided steps

  • Progressive disclosure to avoid overwhelming the user upfront

THE UI PROCESS

​Full adoption of Genesys' design system and creation of new custom components where needed (e.g., sequence cards, assistant overview panels)

TOOLS USED:

Figma (with shared libraries & design tokens)

Adobe Illustrator

Jira & Confluence for specs and async reviews

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COLLABORATIONS AND PROCESS

As the sole designer from Israel, I collaborated daily with:

  • Irland-based Product designers

  • Genesys and Exceeds R&D team

  • AI-focused dev leads

​

I led syncs, design reviews, and async feedback loops, adapting to different time zones and team cultures.

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© 2025 by Osher Hatav.

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