Helping low-income entrepreneurs manage AI agents from their phone

  • Product Design
  • UX Research
  • Design System
UNESCO app tile transferring a workflow into a blue folder

Unesco designed a platform for low-income entrepreneurs to manage AI agent workflows. The focus was on helping them follow regular tasks with minimal human input.

As a product designer, I was responsible for the design system and initial prototype.

RITE Rounds
+12
Entrepreneurs Impacted
10,230
Retention Rate (90-day)
+47%
UNESCO-sost billboard featuring three generations of a family and the message Helping small businesses remain competitive
Test Flight Connected card with verification and app version statusUNESCO-sost agent component showing a portrait, voice icon, and layout spacing measurements

Low-income entrepreneurs struggled to deploy agentic workflows for recurring tasks.

  • Formal Education42% did not complete high school and 7% were functionally illiterate
  • Informal Workflows74% managed their business primarily through WhatsApp
  • AI AdoptionOnly 6% used an AI agent to complete a business task
Mario Garcia, entrepreneur: We have to walk 8 hours under the sun to finish the day, you know. I don’t have time to type out what AI should do for me and sit around waiting for it to respond.Mario’s Cheese Stop project card showing a cheese vendor on a beach in Rio de Janeiro, Brazil

I conducted 50 interview sessions with our target audience.

My objective was to understand what made AI agents difficult to manage during their daily work:

  • Struggled to track their agents’ progress and know when they needed to step in

    86%
  • Wanted to delegate recurring business tasks without dealing with multiple chats

    84%
  • Wished their AI agents required less prompting

    46%

Customer: Good morning. I’m ready whenever you are.

Moderator: Good morning, Rafael. Imagine you want help answering customer messages. Where would you start?

Customer: I’d open this agent. It says customer service, so I think this is the right one.

Moderator: Go ahead. Talk me through what you’re looking at.

Customer: There’s a space to describe my business. Can I explain it by speaking instead?

Moderator: What would you expect to happen when you press that button?

Customer: I’d tell it what customers usually ask. Then I’d want to check the answers before anything gets sent.

Moderator: And where would you look to see how the agent is doing?

Customer: Here, where it shows the tasks. I’d look for anything waiting for me to review.

Moderator: Thank you. Let’s pause here and look at that together.

I designed a dashboard for following agent workflows from a phone.

My design process focused on talking to users throughout usability testing rounds, rapidly implementing their feedback into our product experience.

  1. Monitoring workflows: I designed a monitoring screen so entrepreneurs could follow their agents’ workflows from their phones. The goal was to make progress clear without checking each conversation.

    Round 0
  2. Voice interactions: Users struggled to describe their business problems through written prompting. I experimented with replacing it with a voice call format. Retention rates increased by 21%.

    Round 1
  3. Reusable agents: I introduced workflow templates for common topics, such as customer service. We also added a community page, where users could share their agents.

    Round 4
UNESCO WhatsApp Business API installation concept for AI research agents, with interviews, voice notes, follow-ups, and insights
UNESCO mobile dashboard greeting Carlos with available credits and active Logistics and Market Operations agents
UNESCO net revenue component with CA initials, a balance, growth indicator, share icon, and settings icon
UNESCO profile menu for Carlos Almeida with Profile, My Agents, Community, Settings, Help Center, and Sign Out

Our goal was to help low-income entrepreneurs manage recurring business tasks from their phones.

The final prototype combined voice input, reusable workflows, and a dashboard for following agent progress. Users could delegate tasks and check back on the work from one place.

Net Promoter Score
+24%
Session Retention
+47%
UNESCO Customer Service Agent card with an inbox preview for answering calls and managing complaints
UNESCO project billboard showing a mobile conversation about daily online sales and the message Manage AI agents from your phone
UNESCO project billboard at Gare du Nord showing Daily Sales, Stock, and Customer Service agents under Follow your agents at work

If you’ve come this far,Let’s grab a virtual coffee

For new projects, partnerships, and collaborations, contact me via e-mail.

julio@uni.minerva.edu

Credits

  • Julio CaggianoCreative Direction
  • Natalia MontibellerExecutive Member
  • Alex LimaExecutive Member
  • Brandon TavaresExecutive Member

Reflection

Many of the solutions are rather simple in technical terms, such as having a wrapper that utilizes all of the commercially available AI models to deploy agents or connecting a voice call with ChatGPT's voice mode to give a personality to agents when calling users. That's why we were laser-focused on shipping a Minimum Lovable Product, and that's what allowed us to ship fast and quickly gather insights on what actually works. For instance, I was often reminded that making AI accessible also meant reducing the effort of managing it.

Users needed to explain a task once, reuse that setup, and just broadly understand how it was working in the background. That ultimately became the focus of the solution space: helping entrepreneurs get more done without having to guide their agents through every step.