Agentic Experience Pattern Library

A cross-product design system defining reusable interaction patterns for AI assistants across Salesforce.

I led the creation of this framework to help product teams design consistent, trustworthy agentic AI experiences as generative AI rapidly expanded across the platform.

My Role

• Led the design and development of the Agentic Experience Pattern Library for Salesforce AI products

• Defined the interaction framework and reusable patterns for agentic AI experiences

• Designed core patterns including Agentforce Panel, Feedback, and Citations

• Built and maintained the pattern documentation and shared Figma library

• Consulted with product teams building AI features across Salesforce

• Drove adoption through office hours, Slack support, and cross-team collaboration

The Challenge

As generative AI rapidly expanded across Salesforce products, teams began designing AI interactions independently. Without shared guidance, this led to inconsistent agent behaviors, unclear trust signals, duplicated design work, and a lack of reusable interaction patterns.

Salesforce products operated on different technical architectures. This made it difficult to establish consistent design standards while supporting rapid innovation across teams.

Without a shared interaction framework, AI experiences risked becoming fragmented and difficult to scale.

The Approach

I established the Agentic Experience Pattern Library as a scalable interaction framework for AI assistants across Salesforce.

The framework introduced shared design principles, reusable interaction patterns, and implementation guidance so product teams could build AI features while maintaining consistent behaviors and trust signals across products.

I worked closely with product and engineering teams to ensure the framework aligned with technical architectures and could scale across Salesforce platforms.

The System

The Agentic Experience Pattern Library includes:

• Interaction Frameworks: Defining how AI assistants communicate, take actions, and interact with users.

• Reusable Patterns: UI and behavioral patterns such as Agent Panels, Citations, Feedback, and Task Flows.

• Trust & Verification Models: Patterns that help users understand and verify AI-generated responses.

• Implementation Guidance: Documentation and Figma components enabling teams to integrate patterns into products.

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Impact

Cross-product design initiative supporting Agentforce experiences across multiple builder environments and AI-powered workflows.

50+

Agentic Patterns

Led the development of the Agentic Pattern Library, creating 50+ reusable patterns adopted across Salesforce AI products.

80+

Agentic Features

Enabled over 80 AI features across Salesforce teams by providing reusable interaction patterns and design guidance.

100+

Office Hours

Hosted 100+ consulting sessions with product teams to support adoption, refine patterns, and identify emerging AI design needs.

14

Cross-Functional Teams

Collaborated with 14 teams across Platform, AI Cloud, Product, Design, and Engineering to drive alignment and adoption.

The Agentic Experience Pattern Library is now adopted across multiple Salesforce clouds—including Sales, Service, Data, Marketing, and Platform—accelerating AI feature development through reusable interaction patterns.

Key Outcomes

Cross-Cloud Adoption
Agentic patterns are used across multiple Salesforce products to standardize AI interactions.

Reusable AI Design Framework
Established a shared interaction model that accelerates AI feature development across teams.

Developer & Designer Enablement
Published documentation and a Figma UI kit on the Salesforce Figma Community to support adoption.

Large-Scale Reach
The Agentic UI kit supports enterprise clients such as Workday and reaches up to 3 million users annually.

Thought Leadership

• My work on Agentic AI design has contributed to Salesforce's broader AI design strategy and industry discussions.

  • Innovation & Intellectual Property
  Filed 17 U.S. patents related to generative AI interaction design, with additional filings in progress.

  • Industry Conference Speaker
  Presented at Dreamforce 2023, sharing "Next-Gen AI: Rethinking UX Practice for Maximum Impact" with an audience of 187 attendees.

  • Company-Wide Design Evangelism
  Introduced the Agentic Pattern Library at Salesforce UX Town Hall and Gen AI design forums.

  • Cross-Org Knowledge Sharing
  Presented evolving pattern work across multiple internal AI events, including Gen AI Summer Spotlights II and Salesforce Gen AI Showcase.