Felix

Discipline: Product strategy, AI and design
My role: UX and Design Strategy Owner
Worked with: Executive, product and engineering leaders
Stage: Early stage development

Confidential: names are anonymised and some details simplified.

01 Summary

The vision for an AI first platform.

As UX and Design Strategy Owner, I set the product vision for Felix, an agentic AI platform, and prototyped it in Cursor and Claude. The concepts were adopted into future product direction.

15 to 20 min

to investigate a single issue, before anyone could act.

02 The problem

Five systems, one overloaded team.

Staffing, compliance, fulfilment, forecasting and payroll all ran on separate systems. Investigating one issue took 15 to 20 minutes before anyone could act. The only way to scale was more headcount.

03 The process

From chatbot to operating system.

Four steps, each one a little closer to a system that runs the operation with people in control.

01
Ask
Felix started life as a Q&A chatbot. Useful, but people still had to know what to ask. I reframed it into something that acts, not just answers.
01 · Ask · where Felix started
02
Agents
Behind one front door, specialist agents each own an area: staffing, compliance, fulfilment, forecasting, payroll and performance. People ask once, and the right agent picks it up.
02 · Agents · one front door
03
System
I set four rules for trustworthy AI: decision engine, transparent automation, human control and one ecosystem. Those rules pulled six connected experiences into one system.
03 · System · low fidelity concept
04
Prototype
I built it in Cursor and Claude, then took executive, product and engineering leaders through real workflows. Everyone ended up backing one operating model.
04 · Prototype · first working version