All Work
Levanta

New Agent & Chatbot

Update generic article-based help center with an action-based AI Chatbot and Agent.

Levanta โ€” New Agent & Chatbot

The Problem

Using Hex to pull retention metrics, I uncovered that a large number of Creator and Seller accounts remained dormant or cancel without help from customer support.

Creators

42%

Dormant after 60 days

Sellers

36%

Dormant after 60 days

The Opportunity

After leading sessions with Customer Support team, Creators, and Sellers, I found that without having a way to contextually guide them, Customer Support team needed to step in which slowed down the process and made the experience subpar. Knowing we didn't have an AI chatbot or agentic AI experience on the platform, this was a great opportunity to build one, and measure the impact on retention.

Opportunity research findings

The Pitch

Knowing this was a huge effort to prioritize, I created this 16 slide deck to get leadership excited about.

The MCP Connection

Levanta already had a MCP connected to ChatGPT, Claude, and other LLMs, so i worked with Eng to implement the MCP functions into the Levanta platform.

The Concepts

After competitive analysis and qualitative session with Creators to understand their needs, I used Claude Design and Figma Make to generate concepts.

User Flow

User flow

The Final Designs

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Final designs

๐Ÿš€ Impact

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Next Steps

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Next Steps