AI Voice Chat & Self-Buy Flow

AI Voice Chat & Self-Buy Flow

Industry

Truck Management

Truck Management

Company

Wheelseye

Wheelseye

Role

UI/UX Web Design

UI/UX Design

Year

2026

2026

Industry

Truck Management

Company

Wheelseye

Role

UI/UX Web Design

UI/UX Design

Year

2026

Company Background

Company Background

WheelsEye is a fleet management platform in India offering telematics solutions like - GPS tracking, advanced Pro features, diesel monitoring and many more. It serves logistics companies and large fleet owners seeking operational visibility, fuel control, and compliance management at scale - shifting manual operations to digital fleet intelligence.

✦ Solely Led

THE CONTEXT

Why? - a strategic call

Wheelseye has taken a strategic decision to move order creation and fulfillment from a Thor-led, sales-driven model to an app-led hybrid distribution model, where Sales (SE/KAM) assist customers but transactions are executed digitally.


Today, selling is almost entirely agent-driven:
•. SEs and KAMs generate leads and pitch products

  • Negotiate pricing, apply discounts and punch orders in Thor

  • Post order they collect documents and coordinate installation.

    The customer app plays a minimal role until after installation, they do have a 'My Order' page where they can see the invoice and price breakdown, BUT nothing more than that.

THE GAP

The Problem

The Problem

Product understanding is largely verbal and execution quality depends heavily on individual sales judgment. The Self-Buy flow unlocks independent plan selection, checkout and onboarding.

💰 Revenue leakage

Order splitting, fake vehicle numbers, and pricing manipulation were hard to catch in a fully human flow.

👨🏻‍💼 SE as bottleneck

Every order required a sales executive to be present. Scale was capped by headcount, not demand.

🙅🏻‍♂️ No customer ownership

Fleet owners had zero visibility into their own order, they called the SE to find out what was happening.

📝 Opaque pricing

Customers didn't know if the price was fair. Trust was built on the SE's personality, not the product.

THE CHALLENGE

Sales assited, not Sales dependent

The goal wasn't to remove the sales executive, it was to stop the transaction from depending on them. The SE stays in the loop for context, trust, and attribution. But the customer completes the order themselves.

CORE DESIGN Decisions

User friendly

Fleet owners not digital first users. They're truck operators used to negotiating face-to-face. Clear flow without calling support

Pricing is transparent from login

No negotiation. No asking. Personalised price shown on first open + progressive disclosure of relevant features.

App executes

Transaction happens in the app. SE assists but never blocks.

Sales has visibility, not control

SE monitors in Thor. Customer owns the order.

DESIGNS

From download to device installation

STATUS

Work in Progress & Learnings

 This project is currently in progress.

LEARNINGS

As this was the first attempt at enabling customers to purchase directly without Sales Executive involvement, I had to understand how the existing business operated end-to-end and not just the user interface.

📚 Understanding the Existing Sales Journey

📚 Understanding the Existing Sales Journey

  • How Sales Executives sold plans

  • What information customers needed before purchasing

  • How onboarding was handled

  • Drop-off points in the sales process

📝 Working with Existing System Constraints

📝 Working with Existing System Constraints

  • Package selection

  • Technical dependencies and limitations

  • KYC requirements

  • Vehicle onboarding

  • Device onboarding

🎨 Designing for version 1, not Perfection

🎨 Designing for version 1, not Perfection

  • Focused on creating a scalable foundation

  • Build a realistic first-cut Self-Buy experience 

  • Deferred non-essential improvements to future iterations

What's being built next

  • Bulk order flow

  • Token payments

  • Drop-off and resume handling

  • Upsell experience design

THE GAP

The Problem

The Problem

✦ Mentored + Collaborated

Repeatable queries that didnt need a human agent

30-40% Inbound Calls were informational queries

Fleet operators often knew what they wanted to find, but couldn't navigate to it quickly enough and would call customer support.

Top Informational Query Types

🚛  GPS pricing & feature explanations

💳  Renewal payment queries

🔄  Recharge status / pending queries

📡  Device status / offline questions

💰  Toll & wallet deduction explanation

My Role: Direction & Mentoring

  • Defined scope, constraints, and UX principles for the intern to work within

  • Ran weekly critique sessions on flows and interaction details

  • Made final calls on ambiguous UX decisions and edge cases

Intern Ownership

  • UI research and market study

  • First-pass explorations for empty states and loading patterns

  • Documentation of chat patterns for developer handoff

RESEARCH

Key Design Decisions

1

Challenge

What should the AI confidently answer vs. gracefully decline, scope needed to be clear upfront

Decision

Defined a strict "answerable" answers which were tied to existing data modules like trips, fuel, alerts.

Rationale

An AI that over promises and fails breaks trust faster than one that's honest about its boundaries from the start.

2

Challenge

Intern was designing screens without a strong understanding of what and how operators actually ask query.

Decision

Created a set of 12 "real operator questions" as design constraints intern had to validate every flow against them

Rationale

Grounding the intern for in real user scenarios, preventing generic chat UX patterns that wouldn't fit a B2B fleet app.

Design

UI Screens

UI Screens

IMPACT

Learnings

Deep product context = faster, better decisions

The Self-Buy flow required understanding pricing logic, plan structures, onboarding sequences, and technical constraints — knowledge built over 9 months. I could move straight into design without re-discovery. That speed and independence is what senior ownership looks like in practice

~ Made with love, procastination & framer ~

Vasu207@gmail.com