[

Project

]

Helpmate

Helpmate

Live, Social & AI Chat with Built-in CRM: A unified platform for customer communication, automation, and e-commerce growth, built natively for WordPress.

Project Image

Client

RhapsodyWeb

Category

AI Support Automation

Role

UI/UX Designer

Timeline

2025 - Ongoing

[

The Problem

]

Too many tools, not enough signal

Businesses juggle support, CRM, automation, marketing and chat across disconnected systems — creating slow workflows and missed revenue.

Slow response times

Teams burn hours switching between systems just to answer one question.


Fragmented tools

Customer data is scattered across CRMs, inboxes, helpdesks, and email marketing.

Inconsistent support

The experience changes depending on which channel a customer uses.


Lost revenue

Delayed engagement quietly leaks conversions every single day.


[

Why this matters

]

The market is eager to merge with AI

AI adoption accelerating

%89%71%53%36%18%020222023202420252026

89%

Businesses are investing in AI

Customers expect replies in under 60 seconds, on every channel.

Buyers no longer ask if there is AI, they ask where it is.

[

Finding the gap

]

One column had to look obvious

Capability

AI Assistant

CRM

Unified Inbox

Comment Management

Manage Comment

Automation

WordPress Native

Lead Management

Visual Customization

Template Builder

Crisp
Tidio
Helpmate

Opportunity - 01

Be the only WordPress-native unified suite.

Opportunity - 02

Pair AI replies with CRM context, not just FAQs.

Opportunity - 03

Give non-designers a real visual builder.

[

Who we designed for

]

Three people, one platform

Fictional persona created for concept demonstration and UX exploration.

man sitting beside side table

Daniel

Ecommerce Store Owner

"I need a unified system that doesn't require constant technical babysitting. My team needs to work faster, not harder."

"I need a unified system that doesn't require constant technical babysitting. My team needs to work faster, not harder."

Core Needs:

Lower operational overhead

High-level analytics & oversight.

Scalable tech without custom code.

Frustrations:

Fragmented subscription tools.

Hidden customer support bottlenecks.

Jake

Marketing Manager

"Customer chats are a goldmine for insights, but right now, they're trapped in silos away from my CRM."

"Customer chats are a goldmine for insights, but right now, they're trapped in silos away from my CRM."

Core Needs:

Lead capture directly from chat.

CRM and email list integrations.

Data on common pre-sale queries.

Frustrations:

Disconnect between support & sales.

Missed leads during off-hours.

a man sitting at a table with a laptop
a man wearing a headset sitting in front of a computer

Michel

Support Manager

"My team is drowning in the exact same repetitive questions across five different messaging apps."

"My team is drowning in the exact same repetitive questions across five different messaging apps."

Core Needs:

One unified, single-screen inbox.

Automated FAQ routing & replies.

Easy ticket hand-offs to staff.

Frustrations:

Constant app context switching.

Manual message tagging.

[

My Role

]

One designer end to end

Branding

Research

Dashboard

Chatbot

UX/UI Design

Workflow organization

Navigation structure

Design systems

Visual hierarchy

Component consistency

Responsive layouts

Prototype

[

Flow Diagram

]

Mapping the clear journey

14%
4%
10%

[

Wireframing

]

Rough first, Polished later

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

[

Design foundations

]

Tokens before screens

[

The final product

]

One unified system

Inbox

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

Comment management

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

Analytics

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

Chatbot

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

Product Search by image

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

Template Visual Editor

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

Task Management

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

Appointment in chat

Portrait image attachment

Order tracking in chat

Portrait image attachment

Appointment & Booking

a close up of a white wall with wavy lines
a close up of a white wall with wavy lines

[

Responsiveness

]

Designed for desktop, refined for tablet

silver iMac
a black rectangular device

[

Impact

]

Less software, More results

One workspace

Replaces a small stack of disconnected tools.

One workspace

Replaces a small stack of disconnected tools.

One workspace

Replaces a small stack of disconnected tools.

Nine modules

Held together by a single shell and grammar.

Nine modules

Held together by a single shell and grammar.

Nine modules

Held together by a single shell and grammar.

Calmer flows

Visual noise reduced across every primary surface.

Calmer flows

Visual noise reduced across every primary surface.

Calmer flows

Visual noise reduced across every primary surface.

Faster setup

From install to live in an afternoon, not a week.

Faster setup

From install to live in an afternoon, not a week.

Faster setup

From install to live in an afternoon, not a week.

[

What I learned

]

Three notes to my self

01

Complex products need simple workflows

Complex products need simple workflows

02

AI requires trust and transparency

AI requires trust and transparency

03

Good systems reduce cognitive load

Good systems reduce cognitive load