Outreach Bot Feature Design

0β†’1 feature for TikTok Shop campaigns Β· Simplifying and automating creator outreach

1. Project Context

1. Project Context

1. Project Context

Scaling TikTok campaign outreach in a team drowning in fragmented tools

As the sole designer at Outlandish, a TikTok marketing agency, I led the design of a centralized CRM to simplify and automate creator outreach for TikTok Shop campaigns.

🎯 Project Goals

β€’ Replace fragmented tools with one centralized workflow

β€’ Let campaign managers run discovery, outreach, follow-ups, and tracking in one place

β€’ Lower adoption barriers and drive faster onboarding through simplicity and automation

β€’ Increase internal efficiency while laying the foundation for future B2B SaaS scalability

πŸ§‘β€πŸ’» Role

Sole designer, collaborated with 1 PM and 3 engineers while owning UX/UI end-to-end

πŸ‘₯ For

Campaign managers and brand teams running TikTok Shop campaigns

2. The Problem

2. The Problem

2. The Problem

Scattered tools made it nearly impossible to follow up or track campaign progress

Managing 100+ TikTok Shop campaigns with fragmented tools made outreach messy and hard to scale. Teams struggled to track creator responses, follow up on time, and generate reliable insights.

Workarounds We Relied On

Dami

Mass outreach (bulk send, but poor tracking)

TikTok DM

Manual follow-ups only

IN

Internal Tool

Limited status tracking, no integration

🚨 User Challenge

  • Team jumped between Dami, TikTok Seller Center, and internal tools β€” nothing was centralized.

  • Follow-ups were manual and hard to track, often leading to dropped leads.

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

~15

hrs/week

Time Drain

Managers spent ~3 hrs/day just tracking replies and follow-ups.

~15

hrs/week

Time Drain

Managers spent ~3 hrs/day just tracking replies and follow-ups.

~15

hrs/week

Time Drain

Managers spent ~3 hrs/day just tracking replies and follow-ups.

~40%

Missed

Follow-ups

Nearly 40% of follow-ups were missed, leading to dropped leads.

~40%

Missed

Follow-ups

Nearly 40% of follow-ups were missed, leading to dropped leads.

~40%

Missed

Follow-ups

Nearly 40% of follow-ups were missed, leading to dropped leads.

Every day I open TikTok DM, there are hundreds of unreplied messages. It feels impossible to catch up.

β€” Kenisha, Campaign Manager

3. The User

3. The User

3. The User

Campaign managers overwhelmed by manual outreach and repetitive tracking

Managing 100+ TikTok Shop campaigns with fragmented tools made outreach messy and hard to scale. Teams struggled to track creator responses, follow up on time, and generate reliable insights.

Campaign Manager

at Outlandish

Devices:

Desktop first

Work Context

  • Runs 5–10 campaigns simultaneously

  • Coordinates with brands, creators, and internal team

  • Reports campaign performance on a weekly basis

Goals

  • Streamline creator outreach and follow-ups in one place

  • Automate repetitive tasks to save time

  • Gain visibility across all campaigns in real time

Frustrations

  • Scattered tools and disconnected workflows

  • Missed follow-ups due to manual tracking

  • No single dashboard to track campaign progress

4. Our Solution

4. Our Solution

4. Our Solution

A centralized outreach bot that automates follow-ups and brings clarity to campaign management

We built a centralized Outreach Bot Builder to streamline TikTok campaign workflows, from bulk outreach to automated follow-ups. Originally designed for internal use, it’s structured to scale as a B2B SaaS product.

πŸ“Œ Centralized Builder

One tool for outreach, follow-ups, and tracking

πŸ“Œ Centralized Builder

One tool for outreach, follow-ups, and tracking

πŸ“Œ Centralized Builder

One tool for outreach, follow-ups, and tracking

πŸͺ„ Wizard Flow

Step by step setup that eases workload and reduces decision fatigue

πŸͺ„ Wizard Flow

Step by step setup that eases workload and reduces decision fatigue

πŸͺ„ Wizard Flow

Step by step setup that eases workload and reduces decision fatigue

πŸ”” Automated Follow-ups

Preset triggers (e.g., β€œno reply β†’ reminder”) to cut missed responses

πŸ”” Automated Follow-ups

Preset triggers (e.g., β€œno reply β†’ reminder”) to cut missed responses

πŸ”” Automated Follow-ups

Preset triggers (e.g., β€œno reply β†’ reminder”) to cut missed responses

πŸ“Š Real-time Dashboard

Sole designer, collaborated with 1 PM and 3 engineers while owning UX/UI end-to-end

πŸ“Š Real-time Dashboard

Sole designer, collaborated with 1 PM and 3 engineers while owning UX/UI end-to-end

πŸ“Š Real-time Dashboard

Sole designer, collaborated with 1 PM and 3 engineers while owning UX/UI end-to-end

5. Design Decisions

5. Design Decisions

5. Design Decisions

Reducing complexity through guided flows and automation-first UI

Step-by-step wizard setup reduced cognitive load, automation triggers minimized repetitive errors, and UI patterns were optimized for reliable execution under constraints.

Here's why:

1.Wizard UI for Campaign Setup

Users set up campaigns step by step, reducing cognitive load and decision fatigue.

1.Wizard UI for Campaign Setup

Users set up campaigns step by step, reducing cognitive load and decision fatigue.

1.Wizard UI for Campaign Setup

Users set up campaigns step by step, reducing cognitive load and decision fatigue.

2. Follow-up Automation Interface

Users apply automation quickly and reliably through preset triggers and a side panel.

2. Follow-up Automation Interface

Users apply automation quickly and reliably through preset triggers and a side panel.

2. Follow-up Automation Interface

Users apply automation quickly and reliably through preset triggers and a side panel.

6. Constraints

6. Constraints

6. Constraints

Built fast but not fancy, balancing speed, UX flexibility, and platform compliance

PHP Filament limited visual customization but enabled quick delivery; TikTok API compliance ensured stability at the cost of UX freedom.

PHP Filament UI Only

Fast to build, but limited in visual polish and customization

TikTok Logic Compliance

Ensured stability and integration, but reduced UX flexibility

Here are the trade-offs we had to make:

1. Speed vs. Visual Polish

Chose speed for rapid delivery with PHP Filament, trading off advanced UI polish.

2. Compliance vs. UX Freedom

Prioritized compliance to ensure platform stability, sacrificing some UX flexibility.

3. Short-term Agility vs. Long-term Scalability

Chose short-term agility to ship fast, gather feedback, and iterate quickly before scaling.

7. KEY FEATURE UI

7. KEY FEATURE UI

7. KEY FEATURE UI

Simplifying campaign automation into a clear, step-by-step builder

The guided β€œCreate Bot” flow eased cognitive load, standardized automation triggers, and streamlined large-scale creator management.

πŸ”„ Create New Bot Flow

8. Follow-up Automation

8. Follow-up Automation

8. Follow-up Automation

UX focus - Step 4: building user trust in automation through clarity and control

This step established a logic-driven UX foundation designed for scalability and future AI integration. The design prioritized transparent automation setup, real-time previews, and quick edits to give users confidence in rule-based workflows.

❌ 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

βœ… 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

β†’ One-click setup using most common triggers to save time

Trigger guidance in empty state

β†’ Educates users on how automation flows work

Undo on first click

β†’ Gives users confidence when applying triggers quickly

Live preview & inline editing

β†’ Preview triggers and messages, and make quick inline edits

9. Campaign Dashboard

9. Campaign Dashboard

9. Campaign Dashboard

Creating visibility and motivation through adaptive data design

The dashboard guides users from awareness to action by bringing system data, onboarding cues, and campaign insights together in one view that clearly shows progress and next steps.

  1. Account & Plan Overview

Provides immediate visibility into subscription status and key account actions (e.g., Manage Subscription, Connect TikTok Shop)

  1. Guided Onboarding Area

Offers contextual CTAs and help links that guide users toward activation or plan upgrade

3. Messaging Activity Overview

Real-time metrics showing outreach and automated response performance

  1. Campaign & Sales Overview

High-level insights into active campaigns, creator reach, and conversion performance

10. AI-ready UX Architecture

10. AI-ready UX Architecture

10. AI-ready UX Architecture

Designing a system ready for future AI integration

Built the outreach system with AI adaptability in mind, ensuring that future automation or LLM-driven features could integrate seamlessly without changing the core UX. This section highlights how the structure was designed to scale rather than to predict every AI capability.

βš™οΈ Foundation for AI Scalability

Structured the UX to anticipate AI features through:

β€’ Trigger UI adaptable to AI-based suggestions (e.g., smart defaults, ranking)

β€’ Modular message editor for dynamic, AI-generated templates

β€’ Transparent control to maintain trust as automation evolves

11. OUTCOMES & LEARNINGS

11. OUTCOMES & LEARNINGS

11. OUTCOMES & LEARNINGS

Turning complexity into clarity and trust

Early usability testing revealed key insights that directly shaped my approach to future design work, showing how clarity, onboarding, and reliability drive sustained adoption.

~40

%

Active User

agers who adopted early reported smoother tracking and faster follow-ups

~40

%

Active User

agers who adopted early reported smoother tracking and faster follow-ups

17

%

Active User

agers who adopted early reported smoother tracking and faster follow-ups

~30

%

Never Tried

A third of users avoided setup, perceiving the UI as β€œtoo complicated.”

~30

%

Never Tried

A third of users avoided setup, perceiving the UI as β€œtoo complicated.”

87

%

Never Tried

A third of users avoided setup, perceiving the UI as β€œtoo complicated.”

~60

%

Satisfaction

Among adopters (~70% of total), over half found follow-ups easier and more consistent.

~60

%

Satisfaction

Among adopters (~70% of total), over half found follow-ups easier and more consistent.

74

%

Satisfaction

Among adopters (~70% of total), over half found follow-ups easier and more consistent.

Key Learnings

1. Visual clarity drives adoption

A backend-like UI (PHP Filament) created a perception of complexity. Even before trying, some managers hesitated β€” showing how critical first impressions are in design.

2. Onboarding lowers barriers

Managers who made it past the initial setup reported strong benefits, but many never reached that point. Clear onboarding is essential to convert first-time users into active ones.

3. Reliability builds trust

Early functional bugs (e.g. broken search filters) quickly reduced confidence. Stability is just as important as usability when introducing a new tool.

Β© 2025 Hazel Son

Β© 2025 Hazel Son

Β© 2025 Hazel Son