AGENTRA DASHBOARD

Agentra combines multiple parts of customer support into one dashboard, including conversations, customer information, ecommerce data, AI automation and team workflows. The product needed a clear structure that could handle large amounts of information without making everyday support tasks feel complicated.

The dashboard needed to give support teams quick access to the information and actions they use throughout the day. Users needed to move between conversations, customer details, orders, tickets, AI settings and other tools without losing context or navigating through unnecessary screens.

I designed the dashboard around clear information hierarchy and task-based workflows. Related information and actions were grouped together, navigation remained consistent across the product, and complex areas such as conversations, customer context, order actions and AI configuration were broken into easier-to-manage sections.

The design also considered different states, actions and workflows so the interface could remain consistent as more functionality was added.

The final dashboard provides a single workspace for managing customer support operations across the product. Support teams can understand customer context, manage conversations, access order information, handle requests and configure AI-assisted workflows without moving between disconnected systems.

The result is a more structured product experience that makes a complex set of tools easier to understand and use.

For the Right Balance application, this wording is also much stronger because it shows complex B2B workflows, information-heavy interfaces, product judgment and structured UX, rather than just saying you made a nice dashboard.