Designed an open ticket monitoring feature for CX managers

OVERVIEW

As the sole product designer at Syncly, I led the design of an open ticket monitoring feature to help CX teams track unresolved issues and respond to customers more effectively. The platform lacked visibility into ticket status and ongoing conversations, causing delays and duplicated work. I created a streamlined interface that displays real-time ticket updates and customer-agent interactions, now used as a core workflow across the platform.

TIMELINE

4 weeks(Jun-Jul 2024)

MY ROLE

· Redesigned two key pages  to improve usability.
· Created a new icon set to align with Design system.
· Worked closely with engineers during iteration and implementation

TEAM

1 Front-end engineer
1 Back-end engineer
2 AI engineer
1 Project manager
1 Design advisor
1 Product Designer(Me)

ACHEIVEMENT

Secured a 3-month PoC extension and a new project (Agent View feature)

SERVICE INTRODUCTION

Syncly and Its Users

Syncly is an AI-powered B2B SaaS platform that helps customer experience (CX) teams efficiently manage and analyze user-reported issues. Its users include CX teams and product managers who rely on the platform to track feedback, monitor ticket progress, and surface key insights from large volumes of voice-of-customer (VoC) data. The product’s core value lies in streamlining workflows and highlighting impactful user pain points through AI clustering and prioritization.

PROBLEM 
There’s no efficient system for CX teams to monitor unresolved tickets with negative sentiment, making it hard to respond quickly and deliver proactive care.

“ As CX managers, we need to manage unresolved customer tickets in real time—so it’s crucial for us to be alerted quickly when something comes up.”

Jack, 31

— CX Manager

“I want to understand the customer’s emotion within open tickets—especially when it's negative, so I can respond quickly.”

Kevin, 40

— CX Manager

“Sometimes our CEO personally reaches out to customers with apology emails. If we can identify negative interactions faster, we can take action and provide a more thoughtful CX response.”

Dekyra, 32

— CEO
CURRENT PAGE ANALYSIS
We analyzed the current pages where feedback data is accumulated, as tickets are part of that feedback data.

1. Feedback page

Displays all feedback entries, but does not allow users to distinguish which ones are still open tickets.

2. Customer page

Shows customer profiles and history, but lacks visibility into which conversations ended with negative sentiment or require urgent attention.
SYNTHESIS
Summary of Problems and Solutions
ITERATION

Design Team Idea

Adding a Live Open Chat page on the Feedback page

Pros👍

As open tickets are primarily chat-based feedback and conceptually most aligned with the Feedback page.

Cros👎

Business Team : The scope does not justify creating an entirely new page.

Development Team : Requires major AI and server changes — frontend scope should stay minimal.

Business Team Idea

Displaying open chat tickets within the existing Customer Page

Pros👍

Enabling efficient development without the need to create a new page.

Cros👎

Design Team : Hard to show multiple open tickets per account with clear sentiment and last message.

JOBS TO BE DONE

Providing an easy way for users to check open tickets while keeping the current page and minimizing development effort.

Final Design
1. Customer Page

As Is

To Be

Display real-time open ticket status and convey urgency through ripple animation, along with the customer's latest message and detected sentiment.

Real-time open tickets status indicators

Customer's latest message and detected sentiment

Highlighting urgency for conversations that ended negatively

Open ticket ripple animation
2. Feedback Page

As Is

To Be

Added a "Source Status" column to the table to display the real-time status of open tickets

Real-time open tickets status indicators

Real-time open tickets status indicators

IMPACT

Earned New Project Through Client Trust

Achieved a 90%+ satisfaction rating in the post-delivery survey, leading to an immediate follow-up project request.

TAKEAWAY

Team Alignment

Aligned cross-functional teams around shared project goals through ongoing communication.

Strategic Prioritization

Set product direction based on priorities, balancing time, budget, and feasibility.

Design Decision-Making

Explored options based on team input and recommended the best direction.

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