Outreach Bot Feature Design

Outreach CRM tool for TikTok Shop campaigns · Simplifying and automating creator outreach

As the sole designer at Outlandish, a TikTok marketing agency, I led the design of an internal CRM to streamline TikTok Shop campaign outreach. The team was managing 100+ campaigns using fragmented tools, making it hard to track creator responses and scale outreach.  While built for internal use, the tool was designed with future B2B SaaS potential in mind.

Project at a Glance

⚠️ Problem

No centralized way to track outreach, causing duplicated work and missed leads.

⚠️ Problem

No centralized way to track outreach, causing duplicated work and missed leads.

⚠️ Problem

No centralized way to track outreach, causing duplicated work and missed leads.

💡 Solution

Built an internal CRM to streamline and track campaign outreach.

💡 Solution

Built an internal CRM to streamline and track campaign outreach.

💡 Solution

Built an internal CRM to streamline and track campaign outreach.

🧑‍💻 For

Campaign managers and brand teams running TikTok Shop campaigns.

🧑‍💻 For

Campaign managers and brand teams running TikTok Shop campaigns.

🧑‍💻 For

Campaign managers and brand teams running TikTok Shop campaigns.

The Problem

TikTok Shop’s Affiliate Center lacked essential outreach capabilities. To fill the gaps, our team relied on external tools, resulting in a messy, fragmented workflow.

Workarounds We Used

Dami

for mass outreach

ManyChat

for follow-ups

IN

Internal Tool

for tracking creator statuses

However this led to:

❌ User Challenge

  • Our team jumped between Dami, TikTok Seller Center, ManyChat, and internal tools — nothing was in one place.

  • Follow-ups were manual and hard to track.

  • Scattered tools made it hard to build internal data or insights.

Our Solution

We built a centralized Outreach Bot Builder to streamline TikTok campaign workflows, from bulk outreach to automated follow-ups. The step-by-step setup guides users through each stage, letting them configure triggers for follow-up actions. Originally built for internal use, it’s designed to scale as a B2B SaaS product.

Design & Dev Constraints

PHP Filament UI Only

  • Prioritized usability over aesthetics

  • Simplified flows to fit within layout and interaction limits of Filament

  • Prioritized usability over aesthetics

  • Simplified flows to fit within layout and interaction limits of Filament

  • Prioritized usability over aesthetics

  • Simplified flows to fit within layout and interaction limits of Filament

TikTok Logic Compliance

  • Matched TikTok Affiliate Center’s logic and structure

  • Integrated seamlessly into existing campaign workflows

  • Matched TikTok Affiliate Center’s logic and structure

  • Integrated seamlessly into existing campaign workflows

  • Matched TikTok Affiliate Center’s logic and structure

  • Integrated seamlessly into existing campaign workflows

Key Feature UI

Create New Bot Flow

UX Focus

Step 4: Follow-up Automation

This step focused on building a logic-driven UX foundation with future AI capabilities in mind, including predictive triggers and auto-response features. The current release prioritizes rule-based speed and sets a clear path for scalable enhancements.

❌ User Challenge

  • Users needed to respond to creator actions quickly

  • Unclear which follow-up logic was applied or available

  • Couldn’t preview or edit logic once applied

✅ UX Solution

  • Preset triggers for quick, low-effort setup

  • Live preview of configured automation logic

  • Transparent view of applied rules in side panel

  • One-click inline edit or delete options

Follow-Up Setup Flow

Follow-Up Setup UX Highlights

Preset triggers as buttons

→ One-click setup using most common triggers to save time

Trigger guidance in empty state

→ Educates users on how automation flows work

Undo on first click

→ Gives users confidence when applying triggers quickly

Live preview & inline editing

→ Preview triggers and messages, and make quick inline edits

💡 AI-ready UX Architecture
  • Trigger UI built for future integration of AI-based suggestions (e.g. dynamic ranking, smart defaults)

  • Message editor structured for slot-filling and modular templates, enabling scalable LLM-generated responses

  • Emphasized transparency and user control to support explainability and trust in automation

Takeaways

While we lacked quantitative data due to low initial adoption, qualitative feedback revealed two core friction points that informed future design decisions.

1. Visual design felt too technical

Due to engineering constraints, we used PHP Filament for rapid development. While this enabled quick internal builds, it lacked the polish expected in client-facing products. This experience reinforced how much visual clarity and design aesthetics impact user adoption.

2. Development gaps affected reliability

Limited engineering resources led to multiple functional bugs during internal testing (e.g. filtering issues that broke search flows). These issues reduced trust among internal users and slowed adoption, which delayed plans to expand the tool as a broader SaaS product. In future projects, I plan to work closely with engineers to ensure reliable UX delivery.

© 2025 Hazel Son

© 2025 Hazel Son

© 2025 Hazel Son