Sunbelt’s AI Copilot equips every sales associate with expert-level speed and precision
Steep learning curves, fragmented knowledge management, and manual workflows shaped the daily reality for Equipment Rental Specialists at Sunbelt. ERS Copilot is an AI-powered application that reinvents sales support—empowering frontline associates with real-time, expert-level equipment recommendations.
Role
Led generative research, contextual inquiry, and journey mapping to uncover core user needs and pain points
Defined experience principles to align design and product decisions to user needs
Directed a team of three product designers through end-to-end design, from rapid concepting to delivery of scoped pilot application
Led interaction model prototype evaluative testing and assisted model fine-tuning for real-world performance
Shaped the future-state experience vision to inform the broader product roadmap
Results
Accelerated speed and accuracy of product recommendations for customers
Improved associate satisfaction by fixing critical gap in sales workflow
Reduced time-to-proficiency for new rental specialists
Foundational AI platform established roadmap for a connected intelligence layer to streamline broader sales journey
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