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← Back to work Case Study 04 · Design System · UX Flows · UI & Interaction Design

Figma Asset Library, Agent Assistant & Content Summarisation

IBM Client Engineering's Innovation Designers run rapid, roughly four-week design pushes for clients exploring watsonx use-cases, and two patterns kept coming up on repeat: a conversational assistant, and a content-summarisation workflow. This is how two reusable Figma assets, built on IBM's Carbon for AI components, gave the whole practice a documented starting point for both instead of a blank canvas every time.

ClientIBM Client Engineering, internal Figma Asset Library
RoleUX Designer, UX Flows, UI & Interaction Design
Built onCarbon for AI, Carbon Design System
StageShipped to the shared asset library, in active use
Abstract 3D illustration of interlocking ribbon-like circular forms in soft lavender and white
The problem

Every four-week engagement was starting from a blank canvas.

Client Engineering's Innovation Designers run short, high-pressure design pushes for IBM clients exploring watsonx use-cases. Two problems kept recurring across engagements: a conversational assistant or chat interface, and a workflow for summarising long or unstructured content.

Each time, designers were assembling the same Carbon for AI chat components, or the same multi-step summarisation flow, from scratch, with no shared reference for interaction states like hover, disabled, AI-processing or error, and no guidance on which chat layout actually fit the use-case.

Rebuilding it every time cost design hours the four-week timeline didn't have, produced inconsistent quality across engagements, and left Technology Engineers inheriting screens that hadn't been thought through past the happy path.

Figma design system Carbon for AI watsonx Reusable UX patterns
My role

UX flows, UI and every state in between.

UX & interaction designer, mapped the core user flow for each pattern end to end: the assistant's message, upload and source-citation flow, and the summarisation wizard's create-to-review journey.

Designed and annotated every key screen and component state, active, hover, disabled, AI processing, AI present, error, loading/skeleton, so Technology Engineers inherited designs that were actually feasible to build, not just a happy-path mockup.

Design system author, built both assets on IBM's Carbon for AI component library rather than one-off custom components, so anything assembled from the template inherited Carbon's already-validated states and accessibility.

Wrote the "when to use," "why use it" and "how to use" guidance baked into each file, including the decision logic for chat placement, full-screen versus overlay versus push, and left versus right positioning.

The process

From recurring pattern to a shared library asset.

01

Audit

Looked at recurring watsonx use-cases across engagements and identified two patterns worth turning into reusable assets.

02

Flow Mapping

Defined the core user journey for each pattern end to end, before touching any component.

03

Component Assembly

Built every screen from Carbon for AI components, annotating states beyond the happy path.

04

Guidance Writing

Wrote the read me, usage guidance and layout decision logic baked directly into each file.

05

Adoption

Shipped both assets into Client Engineering's shared Figma Asset Library for reuse across engagements.

Agent Assistant

Five things almost every chat interface needs.

The Agent Assistant asset is for any project with a chat or assistant interface. It's a simplified version of IBM's deeper Chat Component Library, Carbon for AI, built so Innovation Designers could put together something quickly and customised to a client without first mastering the full library.

Welcome message & quick starters
Standard messaging between watsonx and the user
Displaying files, images and text with sources used
User file upload
Navigation, jump back to the top
Source info displayed on the left
Example flow

Walking through the template with a worked example.

A shift scheduler assistant, built from the template: a welcome message with quick starters, watsonx retrieving and sourcing a patient record, contextual follow-up actions, an editable-details flow with confirmation, and a full reference list pulled from the record's supporting documents.

Welcome message with quick starters User asks to view a patient record watsonx returns a sourced PDF record card Contextual follow-up actions offered after the record loads User selects Update Patient Details watsonx asks which details to update User provides an updated address watsonx confirms the update and offers next steps User asks to see all documents relevant to the patient watsonx displays a references accordion of related documents
Layout logic

Three ways to place a chat, and when each one earns its space.

01, Full-screen

When it's appropriate
Best used when chat is the experience itself, the primary interaction point, with the spotlight leveraging screen real estate a traditional chat lacks. This is the layout the template itself uses.

Justification
The chat prompt carries the entire interaction; nothing else on screen is competing for attention.

02, Overlay

When it's appropriate
An overlay will likely obstruct page content, so it suits chats that are global in nature rather than tied to what's on screen. Triggered from an entry point available across the product, the UI shell's nav bar, a keyboard shortcut, a launcher, or a toast.

Justification
Left positioning when the chat has a direct impact on visible UI elements; right positioning when its role is more passive and supporting.

03, Push

When it's appropriate
A push panel lets the user keep working with page content while chatting, an advantage when the conversation references or interacts with the UI itself.

Justification
Same left/right logic as overlay: left for direct UI impact, right for a supporting role.

Four chat placement layouts side by side: full screen, side panel slide-in, side panel slide-over, and floating window
Content Summarisation

One flow, five steps, either side of the screen.

Designed for any watsonx project that generates summaries of text-based input, long documents, meeting notes, customer queries, or social content. Every screen follows the same layout: platform and project details on the left, editable content on the right.

01

Create

User starts a new project.

02

Provide

User supplies the knowledge base, file uploads, or copied-in text.

03

Define

User sets requirements: tone of voice, min/max word count, one summary or several.

04

Generate

User reviews the generated summary and edits it if needed.

05

Review

User reviews a read-only version and exports, copies or prints it.

Example flow

Walking through the template with a worked example.

A ministerial briefing assistant, built from the template: creating a new project, providing the source documents, defining tone and length, generating a summary with inline source references, and reviewing the finalised, exportable version.

User names a new project, Digital Transformation User uploads source documents as the knowledge base User sets summary type, format, word count and tone Generated summary with highlighted spans and a References toggle Finalised summary with Print, Export and Save and Exit actions
Interaction states

Designed past the happy path.

Both assets include an annotated frame documenting every state a Technology Engineer would need to build against, not just what the screen looks like when everything goes right.

Active Hover Disabled AI processing AI present Error Loading / skeleton
Outcome

What Client Engineering walked away with.

01
Two ready-to-customise Figma assets, Agent Assistant and Content Summarisation, added to Client Engineering's shared Figma Asset Library
02
Documented interaction states and layout guidance, so Technology Engineers inherit designs that are feasible to build in four-week timeframes
03
A common starting point Innovation Designers customise per client, instead of rebuilding a chat or summarisation flow from scratch every engagement
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