Wisdom Studio + Lumen Agent

Turning a help chatbot into a context-aware AI agent and the admin studio behind it

Turning a help chatbot into a context-aware AI agent and the admin studio behind it

Turning a help chatbot into a context-aware AI agent and the admin studio behind it

Product Design / AI & Data

·

2023-2026

ROLE

Sole Product Designer

TEAM

2 PMs · 3 data science · 3 backend · 2 frontend · 1 search

TIMELINE

2023 – 2026

OUTCOME

Help bot turned context-aware AI agent, carried into Hootsuite Wisdom

Lumen Agent AI assistant panel open over an analytics dashboard, shown on a laptop
Lumen Agent AI assistant panel open over an analytics dashboard, shown on a laptop

Widget-aware mode: the agent answers about the dashboard widget the user selected

project overview

project overview

When I joined the project, Yeti answered help-centre questions in a small floating panel. Large enterprise clients wanted more: answers grounded in the page and data they were looking at, and assistants built for specific teams. From 2023, I led the evolution of the assistant and designed every part of Wisdom Studio.

Lumen Agent walkthrough video (poster image)
Wisdom Studio admin: configuring a custom AI agent and its settings

The agent opens as a compact floating panel over the page, with suggested prompts

Wisdom Studio: admins create custom agents with instructions, capabilities and a live preview

the challenge

As the assistant grew, five constraints shaped the design:

  • Small space, growing scope: every new capability had to fit a compact floating panel that sits over dense dashboards, without hiding the data users were analysing.

  • Many modes, one assistant: users needed to know at a glance whether the agent was answering from the help centre, the page they were on or a specific widget.

  • Enterprise governance: admins needed to create custom copilots and control exactly which people or teams could use each one.

  • Requests from global brands: large FMCG, beauty and telecom clients asked for copilots built around their own use cases.

  • A merger on a deadline: after the acquisition, Yeti and Hootsuite's OwlyGPT had to become a single AI, Wisdom, on a tight timeline.

Design goal: make a growing set of AI capabilities feel like one simple assistant, and give admins control without adding complexity for everyone else.

Page Awareness mode: Lumen Agent panel over the Topics Analytics page, shown on a laptop

Page-aware mode on Topic Analytics: the page is added as context from the input

Widget Awareness mode: Lumen Agent panel next to a dashboard with prompt suggestions

Widget-aware mode: a widget's header menu sets it as the agent's scope

DESIGN EXECUTION

DESIGN EXECUTION

Research. Feedback and use-case requests from large enterprise clients shaped the roadmap, which I worked through with the PM and the engineering team.

What I designed:

  • Compact, tabbed architecture: conversation, history and settings organised in tabs, so the panel stays small while the feature set grows.

  • Saved conversations, so users can return to earlier analyses instead of starting again.

  • Three context modes: Quick Search, Page-Aware (active on Topic Analytics) and Widget-Aware (active on Dashboards and Reports). The panel switches its prompt library and behaviour to match where the user is, and signals the active mode.

  • Wisdom Studio: a paid admin space where enterprise admins create custom copilots and give access to specific people or teams.

  • Bento Design System: I proposed the move to Hootsuite's Bento Design System to the PM and led it, replacing fragmented patterns with reusable components that matched the rest of the suite.

A trade-off. I explored a side panel that pushes the page content aside, giving the conversation more room. I discarded it because it squeezed charts and hurt the platform's responsiveness, and kept the floating panel.

The merge. In feedback sessions with the OwlyGPT designer, I co-designed the unified Wisdom experience. Yeti brought agent modes and the paid Studio with custom agents; OwlyGPT was a simpler assistant. My focus was carrying Yeti's capabilities into the new experience without losing its simplicity, and we co-created what is live today. The tight timeline, set so Talkwalker and Hootsuite could launch as one suite, meant prioritising a coherent experience over extended exploration.

Person using Lumen Agent on a laptop: the assistant answers alongside a dashboard

The agent answers within the selected widget's context, named above the response

conclusion

I left shortly after the merged launch, before post-launch usage data was available, so the impact below is qualitative.

  • From help bot to agent: the assistant moved from answering help-centre questions to answering about the page and widget the user is working in.

  • A new paid tier: Wisdom Studio gave enterprise clients custom copilots with access control by person or team.

  • Carried into Hootsuite Wisdom: Yeti's modes and Studio capabilities were preserved in the merged AI launched across the Hootsuite suite.

Reflection. With more time, I'd have tested the merged experience with users before launch. In Studio, I'd simplify copilot creation and let admins build a dedicated prompt library for each copilot.