B2B SaaS | AI Diagnostics

Uncovering Critical Workflow & Integration Failures in an Agency Tool

A marketing automation platform integrating AI endpoints was facing user churn during agency trials.

Outcome

A release-ready workflow with critical integration issues resolved

The challenge

A massive B2B marketing automation platform integrating external AI endpoints, including ChatGPT, was facing user churn during agency trials.

Our approach

Usability testing exposed AI-response stalls and API errors that left users confused, saving the rollout before public release.

KEY RESEARCH FINDINGS & SOLUTIONS

RESEARCH & DESIGN LEAD — Grete Evert, UX/UI Researcher & Designer