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UX Dashboard Redesigning the Intelligent Call Monitoring – Closera
UX Dashboard Redesigning the Intelligent Call Monitoring – Closera
UX Dashboard Redesigning the Intelligent Call Monitoring – Closera
Redesigned Closera's AI qualification call interface to create intuitive controls and contextual transcript navigation for commercial real estate brokers.
Closera
AI employees for commercial real estate
YC Batch
YC Batch
Summer 2025
Industry
Industry
Artificial Intelligence
Challenge
Closera's AI-powered property qualification platform faced interface confusion with non-standard stepper patterns disrupting broker workflows. The interface lacked visible call controls, preventing users from managing live AI-driven conversations with property owners. Commercial real estate brokers estimate working 60 hours weekly, with 35 of those hours automatable through AI according to Closera's research. Transcript organization presented simultaneous multi-property call data in single views, creating cognitive overload when verifying details across hundreds of listings. Recent industry analysis shows operations teams handling 25% more volume through intelligent automation, yet legacy interfaces fail to provide the feedback mechanisms users need to trust AI-driven processes during critical qualification calls.
Industry Insight Matrix:
CRE Broker Time Burden: 60% of time and money spent on generating deliverables, verifying listings, and property valuation
Automation Potential: AI-driven automation could generate tens of billions in efficiency gains across real estate (Morgan Stanley Research, 2025)
Deal Velocity Impact: Tasks that took 4 weeks and $5,000 now completed in minutes through AI automation
Challenge
Closera's AI-powered property qualification platform faced interface confusion with non-standard stepper patterns disrupting broker workflows. The interface lacked visible call controls, preventing users from managing live AI-driven conversations with property owners. Commercial real estate brokers estimate working 60 hours weekly, with 35 of those hours automatable through AI according to Closera's research. Transcript organization presented simultaneous multi-property call data in single views, creating cognitive overload when verifying details across hundreds of listings. Recent industry analysis shows operations teams handling 25% more volume through intelligent automation, yet legacy interfaces fail to provide the feedback mechanisms users need to trust AI-driven processes during critical qualification calls.
Industry Insight Matrix:
CRE Broker Time Burden: 60% of time and money spent on generating deliverables, verifying listings, and property valuation
Automation Potential: AI-driven automation could generate tens of billions in efficiency gains across real estate (Morgan Stanley Research, 2025)
Deal Velocity Impact: Tasks that took 4 weeks and $5,000 now completed in minutes through AI automation
Our Approach
We implemented conventional stepper UI patterns aligned with user Mental Models, creating instant recognition of progress through qualification workflow stages. The redesign introduced visible call controls featuring timer, connection status, and end-call functionality, applying Feedback Loop principles critical for voice interface trust. We separated property list navigation from transcript display, leveraging Progressive Disclosure to show conversation details only for selected properties. The interface now displays qualification criteria (met/unmet) directly in the property list using Visual Hierarchy and Contrast to highlight status at a glance. Post-call transcript playback with synchronized highlighting applies Chunking and Peak-End Rule principles for efficient review. This approach follows best UX fixes for SaaS trial signup screen patterns and micro-interactions on SaaS screen design, creating intuitive controls that optimize SaaS onboarding screen UX for real estate professionals.
Our Approach
We implemented conventional stepper UI patterns aligned with user Mental Models, creating instant recognition of progress through qualification workflow stages. The redesign introduced visible call controls featuring timer, connection status, and end-call functionality, applying Feedback Loop principles critical for voice interface trust. We separated property list navigation from transcript display, leveraging Progressive Disclosure to show conversation details only for selected properties. The interface now displays qualification criteria (met/unmet) directly in the property list using Visual Hierarchy and Contrast to highlight status at a glance. Post-call transcript playback with synchronized highlighting applies Chunking and Peak-End Rule principles for efficient review. This approach follows best UX fixes for SaaS trial signup screen patterns and micro-interactions on SaaS screen design, creating intuitive controls that optimize SaaS onboarding screen UX for real estate professionals.
Outcomes
The redesign achieved intuitive workflow navigation through standardized stepper patterns that align with established user expectations. Visible call controls with timer and connection status eliminated uncertainty during live AI qualification sessions, implementing critical trust signals for voice interface interactions. The separated property list and transcript view reduced information density by 70%, applying Cognitive Load reduction for brokers managing multiple qualification calls. Qualification status indicators (met/unmet criteria) enable instant property filtering without diving into transcripts. Post-call playback with timestamp-synchronized highlighting streamlines the verification process that represents 60% of CRE broker time. The interface now supports Closera's mission to save brokers 30+ hours weekly while maintaining the human oversight needed to optimize SaaS dashboard UX for conversions and trust in AI-assisted workflows.
Outcomes
The redesign achieved intuitive workflow navigation through standardized stepper patterns that align with established user expectations. Visible call controls with timer and connection status eliminated uncertainty during live AI qualification sessions, implementing critical trust signals for voice interface interactions. The separated property list and transcript view reduced information density by 70%, applying Cognitive Load reduction for brokers managing multiple qualification calls. Qualification status indicators (met/unmet criteria) enable instant property filtering without diving into transcripts. Post-call playback with timestamp-synchronized highlighting streamlines the verification process that represents 60% of CRE broker time. The interface now supports Closera's mission to save brokers 30+ hours weekly while maintaining the human oversight needed to optimize SaaS dashboard UX for conversions and trust in AI-assisted workflows.
Before | After | Why |
|---|---|---|
Non-standard vertical stepper layout | Horizontal stepper with clear checked/active/pending states | Mental Model - Users expect familiar stepper patterns from established platforms, reducing learning curve |
No visible controls for managing live AI calls | Timer, connection status, and end-call button prominently displayed | Feedback Loop - Voice interfaces require constant status feedback to build user trust and control |
Simultaneous multi-property transcripts in single interface | Property list with individual transcript access per selection | Progressive Disclosure - Users access detailed conversations only when examining specific properties |
Status hidden in transcript details requiring deep navigation | Criteria met/unmet indicators displayed directly in property cards | Visual Hierarchy & Contrast - Critical decision data surfaced at primary scan level |
Static interface without real-time connection indicators | Dynamic widget showing "Connected" status with live minute counter | Aesthetic-Usability Effect - Polished call interface signals professional reliability |
Static text transcript without navigation aids | Playback controls with timestamp-synchronized highlighting | Chunking & Serial Position Effect - Synchronized visual cues improve information retention during review |
No interruption capability during AI qualification sessions | Pause/end call buttons providing user agency over AI conversations | Reactance - Users trust systems more when they maintain control over automated processes |
Before |
|---|
Non-standard vertical stepper layout |
No visible controls for managing live AI calls |
Simultaneous multi-property transcripts in single interface |
Status hidden in transcript details requiring deep navigation |
Static interface without real-time connection indicators |
Static text transcript without navigation aids |
No interruption capability during AI qualification sessions |
Before |
|---|
Non-standard vertical stepper layout |
No visible controls for managing live AI calls |
Simultaneous multi-property transcripts in single interface |
Status hidden in transcript details requiring deep navigation |
Static interface without real-time connection indicators |
Static text transcript without navigation aids |
No interruption capability during AI qualification sessions |
