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AI support · Billing · Human oversight

Agent Ops

An operator checks the agent’s promises before approving a payout.

Human review

The message and the payout, side by side

Client
B2B SaaS, billing
Year
2026
Role
Sole product designer
Platform
Web, desktop-first
Evidence
Paid client · user-tested, accepted

Review promises

The agent closed 61% of contacts alone. Then it promised fourteen refunds under an expired promotion: $23,000. The team of 24 would not grow. Reviewing every conversation was impossible.

  1. 1,770 agent-closed chats per day
  2. 71 commitments per day · estimate
  3. 2.4 h daily review time · estimate

Design estimates: 177 hours of daily chat review, requiring 25 reviewers, versus 2.4 hours to review commitments. These are not measured savings.

  1. Seventeen chats. One cause.

    I put repeating causes above individual chats and ranked them by financial exposure. One expired article becomes one correction at the source, rather than seventeen separate verdicts.

  2. The promise and the proof

    A hard case once crossed five tools. I brought the conversation, trace and verdict together; the transcript flags the unsupported claim.

  3. The promise lacks proof

    The conversation stays intact. An unsupported refund claim is flagged at the exact message, so the reviewer sees what the customer was told.

  4. Money waits for a person

    Before a refund leaves, the reviewer sees the amount, the policy and the customer message. Rejecting remains available even when evidence is incomplete.

    Human review

A missing record is part of the evidence

An empty trace can mean an invented answer or missing vendor data. I made the gap explicit, so the reviewer can distinguish a policy match from the article the agent never consulted.

  1. A policy match is recorded
  2. The skipped article is named
  3. The billing call carries the amount
  4. The promise is now in writing
Why the agent answered: the evidence panel

Tested, reworked and accepted

The client is under NDA; the screens use invented data. User testing informed the revisions. The client accepted the prototype: nineteen screens across three roles. Implementation remained with the client.

  • 19 screens · accepted prototype
  • 3 roles · one oversight system
Trade-off
Every payout now waits for a person. Oversight gives control back, but sacrifices automation at the point where money moves.
Scope
Research, IA, UX/UI, the design system and a tested prototype. Brief to acceptance: up to one month.
Next case: Partner Portal

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