Mobile App · Web Dashboard · Internship

Jenius — Chatbot Interface & Sales Dashboard

Building Chatbot Interface App & User Registration Dashboard (for Sales)

During my internship at Jenius (PT Bank BTPN Tbk., now SMBC Indonesia), I worked on two products: a chatbot interface for customer-facing conversations (rich media: carousel, audio, video, forms, documents) and a web-based user registration dashboard for the Flexi Cash sales team — enabling sales reps and team leads to monitor and manage customer activation status.

01 / Project Brief

Purpose, Role & Challenges

Purpose

→Chatbot UI: support rich media content types (carousel, audio, video, forms, images, documents)
→Sales Dashboard: enable sales reps to register and track customer Flexi Cash activation
→Team Lead view: approval workflow and activation status overview
→Reduce manual follow-up time for the sales team

My Role

→Chatbot interface UI design (all message types)
→Sales dashboard: user list, account detail, agreement form screens
→Prototype for usability testing (Maze)
→Handoff to engineering team

Challenges

→Designing for varied chatbot message types with consistent visual language
→Sales dashboard needed two distinct permission levels (Sales vs Team Lead)
→Short internship timeline — fast design-to-handoff cycles required
→Balancing brand compliance (Jenius design system) with new feature needs

02 / Process

Design Process

Onboarding & Discovery

Jan 2020

Studied the Jenius design system, existing chatbot patterns, and the Flexi Cash sales process to understand constraints and define scope.

·Jenius design system review
·Flexi Cash product briefing
·Chatbot content type inventory
·Scope alignment with PM

Chatbot Interface Design

Jan – Feb 2020

Designed all chatbot message types: text, quick replies, carousel, audio, video, image, form, and document. Each type required distinct layout while maintaining a unified visual language.

·Quick Reply bubbles
·Carousel card component
·Audio / Video / Image players
·Digital Form layout
·Document preview card

Sales Dashboard Design

Feb – Mar 2020

Designed the Flexi Cash sales registration dashboard with two permission levels. Sales reps can register users and track activation; Team Leads have an approval layer for Flexi Cash access.

·Dashboard: user list with filter states (Not Active / Active / Flexi Cash)
·Waiting for Approval view (Sales & Team Lead)
·Add Account form
·Account Detail with activation status
·Agreement Form for access control

Prototype & Handoff

Mar 2020

Built interactive prototypes in Figma, conducted usability testing via Maze, and delivered annotated specs to the engineering team.

·Figma prototype (chatbot + dashboard)
·Maze usability test
·Annotated handoff specs
·Final QA review

03 / Flow

Flow Design — Flexi Cash Activation

Designed both the successful activation path and the pending/rejected states to align sales reps and team leads.

Example: User Flexi Cash Activation

Positive Flow

01Sales rep registers new user account
02User completes KYC & agreement form
03Team Lead reviews and approves
04Flexi Cash activated — status updated in dashboard
05Sales rep notified of successful activation

Negative Flow

✕Incomplete form fields → error prompt, re-entry required
✕KYC mismatch → flag for manual review
✕Team Lead rejects → reason shown, sales rep notified
✕Account already registered → duplicate warning displayed

04 / Learnings

Key Learnings

Chatbot UX requires a message-type design system

Each content type (audio, carousel, form) has unique interaction patterns — treating them as a system rather than one-offs ensures visual and behavioral consistency.