The Solution:
Due to the large disparity in potential broker users, importance was placed on the AI assistant interface to simplify many complex tasks. This was for the following reasons:
- The “Broker OS” AI assistant can bridge the discoverability gap for users. With a handful of flexible response templates, the UI can easily accommodate many complicated user requests.
- Users with limited time or limited tech know-how can easily “talk to” the AI assistant to complete many common tasks using natural language.
- The AI assistant can utilize user behavior data to provide contextual suggestions based on the type of user and where in the app the user initiated the assistant UI.
Example Screens:




