Designing a Mobile Call Review App for Sales Managers
Project Overview
One day, a sales manager at Gryphon.ai had a few free minutes and thought, "I wish I could use my phone to quickly scroll through the important parts of my agents' recent calls." Our CEO liked the idea of a "TikTok style" mobile app, so I was tasked with distilling the post-call analysis player I had designed for desktop screens into a more portable solution.
The Challenge
Sales managers often review dozens of calls a week, but struggle to find time to sit at a desk and dig through full recordings. They need a lightweight way to review and act on performance insights between meetings, during commutes, or while multitasking.
Goals:
- Surface highlights and bookmarks from sales calls in a feed-like format
- Make it easy to search, filter, and replay meaningful moments
- Create a mobile app that helps managers stay connected to their teams
- Surface highlights and bookmarks from sales calls in a feed-like format
- Make it easy to search, filter, and replay meaningful moments
- Create a mobile app that helps managers stay connected to their teams
My Role
As the product designer on the project, I led the mobile design effort from concept to high-fidelity mockups. I collaborated with the VP of Product, executive stakeholders, and a newly onboarded mobile developer to define the feature set and bring the experience to life in React Native.
The Solution
Product Strategy & Roadmapping
Working closely with the VP of Product, I helped shape the early vision and created a feature roadmap organized around four key areas:
- Clip Playback - the core “feed” of recent call moments
- Bookmarks - quick access to manually flagged or AI-surfaced highlights
- Search - the ability to filter by agent, topic, or call type
- Profile - customized settings and viewing preferences based on user role
- Clip Playback - the core “feed” of recent call moments
- Bookmarks - quick access to manually flagged or AI-surfaced highlights
- Search - the ability to filter by agent, topic, or call type
- Profile - customized settings and viewing preferences based on user role
These categories became the foundation of the navigation and helped guide user flow decisions.
Design & Prototyping
- Created mobile-first wireframes that distilled the post-call player’s key features into tap- and swipe-friendly interactions
- Leveraged existing user personas to tailor content prioritization based on role (e.g., manager vs. agent)
- Designed a vertical scrolling feed of call clips with clear timestamps, speaker tags, and sentiment indicators
- Applied a simplified version of our design system, optimized for React Native’s styling constraints
- Created high-fidelity mockups in Figma, emphasizing clarity, touch-friendly UI, and minimal cognitive load
- Leveraged existing user personas to tailor content prioritization based on role (e.g., manager vs. agent)
- Designed a vertical scrolling feed of call clips with clear timestamps, speaker tags, and sentiment indicators
- Applied a simplified version of our design system, optimized for React Native’s styling constraints
- Created high-fidelity mockups in Figma, emphasizing clarity, touch-friendly UI, and minimal cognitive load
Cross-Functional Collaboration
I worked closely with our newly hired mobile developer to:
- Walk through the desktop product’s functionality and logic
- Identify reusable backend components and necessary UI adaptations
- Align on implementation constraints early to avoid over-designing beyond React Native’s limitations
- Walk through the desktop product’s functionality and logic
- Identify reusable backend components and necessary UI adaptations
- Align on implementation constraints early to avoid over-designing beyond React Native’s limitations
Impact
This mobile concept introduced a new, bite-sized way for managers to stay connected to team performance without needing a laptop or full dashboard access.
Planned next phases include:
- AI-curated clip generation based on emotion, objections, or call outcomes
- Push notifications for flagged events
- Deeper integration with Salesforce for context-aware playback
- AI-curated clip generation based on emotion, objections, or call outcomes
- Push notifications for flagged events
- Deeper integration with Salesforce for context-aware playback
Figma mockups to show initial user onboarding.
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Dark mode mockups
Interactive light mode Figma prototype