Revii is a generative AI-powered coaching platform built for real estate agents and their coaches. The mission: guide agents from inertia to action by pairing AI intelligence with human coaching.
I served as the sole UX designer, leading the design of onboarding flows, the modular dashboard, and Revii’s first AI-powered coaching panel.
My challenge: create an experience simple enough to be approachable, but powerful enough to transform coaching sessions into structured, momentum-driven workflows.
We didn’t run formal user research, but leaned on product insights + competitive analysis.
These quotes from my project manager perfectly capture the problems and challenges that I had dealt with.
This platform is a coaching platform, not a SaaS one. How might I make this more of a coaching platform and still leverage AI features?
Consider more accessible designs, visual tones, and cognitive load.
After sign-up of the service, how might I leverage their initial momentum during the onboarding experience to drive them towards action?
How might I create an experience that makes users' lives easier by leveraging AI features?
This feature nurtures early momentum by presenting a personalized coaching roadmap during onboarding. Agents see tailored goals, habits, and next steps from the start, setting a clear path toward action.
The dashboard surfaces the most important insights without overwhelming users. Every component answers “What can I do with this right now?” — pushing agents and coaches toward immediate, meaningful action.
An integrated Zoom experience with the Revii AI panel. Coaches gain real-time support to guide sessions more effectively, while agents leave with clarity, structure, and actionable outcomes.
Designed Revii’s first AI-powered experience (coaching session summaries).
Built an age-inclusive design system with clarity and scale in mind.
Established modular foundations for dashboard, CRM integrations, and future AI widgets.
Reframed product identity: momentum-driven coaching platform with AI superpowers.
AI accelerates workflows, but can blur intent. My principle is prompt later, think first. Here are some habits I adopted:
Pause before prompting.
Sketch before generating.
Critique outputs for assumptions.
Keep a “thinking log.”
By leveraging AI, the sheer velocity at which designs are delivered is unparalleled. But with that speed comes a cost.
The more I rely on AI to generate solutions, the more I notice a dulling of the internal muscle that makes design meaningful: deep thinking. The “why” behind decisions starts getting outsourced. The space between a problem and its solution — once full of curiosity, exploration, uncertainty — begins to shrink. And that space is design.
AI tools are incredible accelerators, but they’re not replacements for discernment, systems thinking, or strategic intuition. They produce output, not insight.