Helping AEs Proactively Prepare, Follow Up, and Win Deals ✨

Introduction

DocketAI is an AI-powered sales enablement platform built to streamline complex sales processes and boost productivity for enterprise SaaS teams. It helps Account Executives and Sales Engineers access critical answers throughout the entire deal cycle by leveraging internal company knowledge and deal context.

The Agentic Deal Planner project was created to extend this vision by offering proactive, agent- like support. It ensures AEs aren’t just keeping up with deals, but confidently leading them using tailored insights and automated assistance.

💼 My Role

✨ Responsibilities:

• UX design for multi surface experience (Web, Chrome Extension, Slack)
• Research synthesis, wireframes, prototypes, design QA
• Collaborate with PM, Eng, and AEs in a tight 4-week sprint
• Drive ideation workshops and design showcases
• Manage design scope
• Monitor design delivery

🛠️ Tools Used:

Figma, Notion, Loom, Slack, Zoom

🤝 Team:

1 PM, 4 Engineers, 1 Product Designer (me)

🤯 The Problem