Unblocking meeting ingestion for Conversational Intelligence

Fixing the silent failure that broke user trust.

Year: 2025
Client: Highspot
Role: Lead Product Designer
Timeline: 6 months
Platform: Web
Team: 1 PM, 1 Designer, 5 Engineers

Meeting ingestion onboarding wizard with per-step integration status — Onboarding wizard with status at each step.

Problem

Meeting ingestion is the foundation of Conversational Intelligence. Without a linked Zoom or Teams account, coaching, insights, and deal workflows downstream never turn on. When accounts weren't linked, the product failed silently.

Reps saw a blank screen with no status or next step, figured it was broken, and quit setup. The system already knew the account was unlinked; the UI just didn't tell them. Trust eroded. Activation stalled.

Conceptual diagram: static null state with no meetings yet, then proactive workflow showing Zoom not linked with Link Account — Concept: silent empty state vs surfacing connection status.

The rest of this case study is protected

It covers confidential work. Contact me for the password.