Yiwei Sang

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sangqiqi1001@gmail.com

The Challenge

Turning a functional AI prototype into a production-ready product: designing the experience layer that the model alone can't provide.

Role:

Product designer & Design Engineer

Duration:

Ongoing — iterating with the client team

Documentation

https://github.com/sangyiw/salescompass-case-study

Where this started

"If the boss isn't in the room, the deal doesn't close. If the boss goes on holiday, clients stop picking up."

During the exploration phase, I worked closely with the team and the client to clarify the business problems before making any product decisions. The core finding was simple: critical operational knowledge existed entirely in the form of tacit intuition, locked within a single individual and unable to be transferred or scaled.

This framework shaped all subsequent work. The design challenge was not ‘to build a CRM system’, but rather: how could we make tacit knowledge machine-readable—and thereby create a user experience that people truly trust and are willing to act upon?

Framing the design problem

Discovery gave us enough to define two distinct design challenges — each one requiring a different kind of solution.

Tacit knowledge — unstructured, non-transferable

Design challenge 01

Surface risk before it's visible

Risk signals exist in the data — but without a system, they're invisible until too late. The AI needs to detect patterns and surface them in a way the user immediately understands and trusts.

Design challenge 02

Turn insight into a clear next action

Showing a risk score isn't enough. The interface must translate AI output into a specific, confident recommendation — so the user knows exactly what to do, without guesswork.

These two challenges defined the product spec: an AI system that detects risk automatically and prescribes the next action precisely — shifting the entire workflow from reactive to proactive.

What was I working with — and what was missing?

Defining Design

From the problem framing, two core AI capabilities emerged — each addressing one design challenge directly.

01

AI Screening — surface risk before it's visible

Automatically clean and analyse client data to flag churn risk, engagement drops, and opportunity signals. Replace gut feel with evidence — so attention goes to the right accounts at the right time.

02

Contact Recommendation — from insight to action

For each flagged client, AI generates a specific outreach recommendation: timing, channel, and suggested approach. Turns a risk signal into a concrete next step — no guesswork required.

WHY THESE TWO FEATURES TOGETHER

Screening without recommendation creates awareness with no action. Recommendation without screening creates noise with no priority. Together, they form a closed loop: the AI identifies who needs attention and tells the salesperson exactly what to do — shifting the entire workflow from reactive to proactive.

The PM's prototype — what it got right, and what it missed

The prototype validated the AI logic. But it isn't a product. The experience layer — information hierarchy, state management, adaptive layout, feedback loops — was entirely missing. This is where the Design Engineer's work began.

WHAT WORKED

-AI data cleaning pipeline was functional

-Script recommendation logic was generating real output

-Proved the technical feasibility of the AI approach

WHAT IT MISSED

-No information hierarchy for complex B2B data

-No feedback loop: how do user actions improve the model over time?

-No sense of priority — all clients looked equally urgent

How did I actually build it?

Three technical challenges to solve simultaneously

Technical challenge 01

Dynamic UI — interface that follows AI output

The AI's reasoning varies with every client: confidence level, risk tier, data completeness. The interface had to adapt its layout and visual weight accordingly — static components weren't sufficient.

Technical challenge 02

Design assets as AI-readable metadata

Figma pixel specs can't be consumed by AI agents. The design system had to be rebuilt as structured JSON tokens — so the AI could generate and adapt UI autonomously across platforms.

Technical challenge 03

Extreme resource constraints

A tiny team, hard deadline, zero quality compromise. Every hour of human effort needed to be multiplied. AI had to handle volume; expert judgement had to handle quality.

Reverse engineering the product with Claude

01

Input: the PM's Coze prompts as raw material

I extracted the underlying prompt configurations and workflow logic from the PM's Coze build — not the surface chatbot, but the actual reasoning structure underneath. This became the context for reconstruction.

02

Multi-turn prompt chaining with Claude — rebuilding the product spec

I ran a structured reverse engineering session with Claude — using the discovery insights and the PM's logic as input, guiding Claude through multi-round prompts to reconstruct a proper AI-native product spec.

Human-AI collaboration state machine

AI auto-recommends → user reviews and adjusts → one-click outreach action

Defining Interaction Rules

what the interface renders for each AI confidence tier: high risk, low risk, uncertain, data-missing

Feedback loop architecture

 how user actions return as training signal to continuously improve recommendation quality

03

Output: structured reverse PRD

A specification document that clarified the PM's functional boundaries,and laid the structural foundation for the design system that followed.

Making the design system AI-consumable

A Figma pixel spec is invisible to an AI agent. The design system had to exist as structured metadata first — so it could be read, referenced, and generated by AI at every stage.

Semantic Design Tokens in JSON

I fed brand positioning, spacing rules, and WCAG 2.1 AA accessibility requirements into AI, generating a W3C-compliant token set in JSON. These tokens are the single source of truth — controlling Figma, code, and AI-generated components from one file.

When the theme changes, the AI reads the token and regenerates all affected components across all platforms — no designer required for updates.

Claude Code`` + Figma Make — batch generation + Quality Gate

AI handled

Component variant generation

Token application across all states

Multi-platform asset export

I handled

Corrections to long text and edge cases

Responsive design adjustments for different devices

Review of interaction state integrity

I changed

客户A

09:23

张晓明

暂缓

聊了端午备货,当场确认下单

这条记录已修正 AI 下次评分 · 查看依据

后续:待再次联系

AI handled

客户A

09:23

张晓明

暂缓

聊了端午备货,当场确认下单

这条记录已修正 AI 下次评分 · 查看依据

后续:待再次联系

Wiring design back into the AI workflow

The UI Schema defined in the product spec became Coze workflow configuration parameters — so the AI's reasoning output directly drives what the interface renders, for which user type.

Figma Make: Quickly Build the Home Page

For the core process pages (customer list, risk dashboard, recommended action cards), we used Figma Make directly to generate the first draft in bulk using tokens and a component library, thereby validating the overall structure and visual density. The process was extremely fast and naturally integrated with tokens.

Coze: Direct front-end reproduction

Convert the Design Token JSON into Coze’s UI Schema configuration parameters; the AI’s inference output (risk level, confidence score, recommended action) directly drives front-end rendering—which components appear, their visual weighting, and what layout is triggered are all determined by the Schema rules, eliminating the need for engineers to manually write conditional logic.

A

客户A

最近进货20天前

待联系

95%

B

客户B

最近进货20天前

跟进中

65%

C

客户C

最近进货20天前

已联系

65%

Remaining pages: Modify step by step in strict accordance with the system

Pages that cannot be overridden in Figma Make (such as settings, error states and low-fidelity fallback interfaces) are designed manually in Coze, whilst strictly adhering to the defined token and component libraries—no new colour values are introduced, the spacing system is not bypassed, and each screen is checked against the Design System to ensure consistency across the product’s visual language.

Closed-loop feedback

Every action a salesperson takes — accepting, modifying, or rejecting a recommendation — returns asynchronously as training data. The model improves with every client interaction.

AI recommendation

Salesperson action

Async return

Model retraining

Record the results of the contact

What can I show for it?

Proving engineering capability under NDA

This project is under NDA. The business-sensitive code and configurations can't be shared publicly. But I extracted the underlying technical infrastructure — everything that doesn't contain business logic — and published it as open source.

AI-Design-System-Prompts/

Prompt templates for Design Tokens

Templates I developed for making LLMs generate accurate, WCAG-compliant Design Tokens — including edge case handling and semantic naming for multi-user systems.

Tokens-to-Schema-Script/

Figma Tokens → Coze UI Schema

A lightweight script (written with Claude) that converts Figma Token JSON into the UI Schema config that Coze agents consume directly. The missing bridge between design and AI workflow.

README.md

Full workflow documentation

Usage spec, configuration guide, and best practices for the complete AI-driven design workflow — from token generation through agent integration.

What the workflow unlocked

Product development cycle

Claude reverse-engineers from existing prototype logic

Days → Hours

Design asset generation

Figma Tokens + Claude auto-generation

Cross-platform consistency

Token assets auto-parsed per platform

100%

dynamic fidelity

Team scale required

1 Design Engineer + AI across all layers

The boss is the one who knows everything

From client discovery to AI-native product an ongoing project translating a business’s most critical blind spot into a data-driven decision system.

Github

Business Discovery · Design Engineering · Design SystemsC

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