Led design for the company's first chat assistant, as a starting point for other AI initiatives.
2026 - Present
Overview
Problem
Equity data is ambiguous — the same terms can be defined differently. Users were navigating calculations across multiple screens and reports, creating risk in high-stakes equity decisions.
My Role
- Led strategy and end-to-end UX for Pulley's first AI product, launching to enterprise customers in June 2026.
- Designed the full chat experience (layout, animations, error flows, and AI personality), set up a continuous dogfooding program, and collaborated with engineering on prompt design to earn a 4/5 satisfaction score across 97 testers.
- Pioneered a "report-first" retrieval flow grounding every answer in verified Pulley data, reducing response time from 90 to 30 seconds with 100% source traceability.
Solution
Pulley AI chat, an assistant that helps make confident, nuanced equity decisions, with every answer sourced from verified company data.
My Team
- Product Manager
- 4 developers (1 front-end, 3 data/AI)
Key Designs
First time experience
Worked on a warm and personal tone to reduce AI use anxiety
Answering with transparency
Every answer traces back to a view in Pulley, so users could verify the math themselves.
Designing for failure
Redesigned error states to fail gracefully, replacing raw error messages with clear follow-ups and reasoning.
Pulley AI