AI / Property outreach agent workflows
Design the controls around the conversation.
Product flow design for AI-assisted SMS campaigns, conversation review, and human handoff within Skipify.ai.
Campaign setup
Review before launch
Conversation monitoring
Human handoff & follow-up
An agent needs more than a message box.
The specification worked through campaign creation, contact selection, message templates, scheduling, review, monitoring, and the conversation inbox. The design treated outreach as a managed workflow rather than a single prompt.
Give people visible controls.
The flow included campaign pause and resume, message limits, review before launch, opt-out handling, and a pause in AI replies when a person takes over. Contact and property information appeared beside the conversation so the user could understand the context.
Connect the conversation to the next step.
A pipeline view organized conversation states and follow-up. The artifact made the proposed behavior concrete enough to review screen by screen. Consent, messaging rules, and provider requirements remained implementation responsibilities, not something a design alone could guarantee.
The process
How the work came together.
Map campaign setup
Define contact selection, message preparation, timing, and final review.
Design visible controls
Include limits, pause/resume, opt-out handling, and a pause when a person replies.
Connect the inbox and pipeline
Keep conversation context and follow-up states available to the user.
Skills & applications
What the work called for.
- Campaign setup screens
- A specification covers the steps before outreach begins.
- Conversation inbox
- Lead and property context sit alongside message review.
- Agent controls & pipeline
- Designs connect automation with a human takeover and next-action states.
The deliverables
What took shape.
Workflow & interface specification
- Campaign setup & review flow
- Conversation inbox & human handoff
- Pipeline & agent-control specification
The outcome
The result.
A screen-by-screen specification connecting campaign creation, review, conversation management, and human control in one proposed outreach experience.
