Valence:
Redesigning an AI Coaching Platform for Trust and Clarity

reducing friction and increasing user confidence across key touchpoints.

Industry

Workplace Tech / HR Tech

Headquarters

San Francisco, CA

My Role

Product Designer

Skills Utilized

Heuristic Evaluation

UX Audit

Product Thinking

UI Design

Interaction Design

What is Valence?

Valence is a Y Combinator startup providing an AI-powered coaching platform for managers at Fortune 500 companies. The goal was to improve navigation, usability, and long-term user engagement.

Challenge

Valence's enterprise platform, despite serving Fortune 500 clients, struggled with low daily active usage (only 23% of licensed users) and high support ticket volume, largely due to a confusing user experience. The key issues included:

  • Inconsistent Design Language: A lack of standardized buttons, colors, and visual elements created a fragmented and confusing interface.

  • High Cognitive Load: An overwhelming number of CTAs and unclear navigation led to user drop-off and frustration.

  • Low Perceived Value: Users struggled to understand the core AI functionality and lacked a clear, personalized path to success, which negatively impacted long-term engagement.

Solution

I conducted a comprehensive UX audit, analyzing user journeys, interface patterns, and core workflows. Through heuristic evaluation, I identified 8 critical usability violations including navigation confusion and inconsistent feedback systems. My research process included: 

  • End-to-end user journey mapping across 5 core features 

  • Heuristic evaluation using Nielsen's 10 principles  

  • Interface inventory documenting design inconsistencies

Key Outcomes

Delivered 48 actionable recommendations that became the foundation of Valence's 2025 product roadmap:

Enhanced user confidence

Redesigned AI interaction patterns with clearer feedback loops 

Enhanced user confidence

Redesigned AI interaction patterns with clearer feedback loops 

Enhanced user confidence

Redesigned AI interaction patterns with clearer feedback loops 

01

Research

Research: Uncovering 40 Key Issues

I conducted a UX audit of Valence’s core experience, focusing on the AI chat interface (Nadia) and the user dashboard.

I evaluated usability and emotional engagement, asking whether key actions were easy to find, interactions were intuitive, and the interface felt clear, supportive, and trustworthy.

The audit surfaced 40 issues, each categorized by:

  • Impact (High, Medium, Low)

  • Platform Area

  • Issue Type (Design, Usability, Functionality, Voice/Tone

This structured approach highlighted high-friction moments that disrupted trust, guiding a focused, user-centered redesign.

Key Questions Guiding the Audit

Do visual and interaction patterns reinforce trust in the AI coach, Nadia?

Is it clear what the platform offers and how to get value?

Does the interface feel clear, supportive, and approachable to someone new to Valence?

Are the most important actions easy to find and perform quickly?

Is every interaction intuitive, and will users know what to do next without hesitation?

Catalogue of Issues Found

Impact Level

Description of Issue

Platform Area

Type of Issue

πŸ”΄πŸ”΄πŸ”΄

Crowded sidebars create a cramped interface.

Navigation & Layout

πŸ–πŸ½ Usability issue

πŸ”΄πŸ”΄πŸ”΄

Right panel hierarchy is confusing and overwhelming.

Navigation & Layout

πŸ–πŸ½ Usability issue

πŸ”΄πŸ”΄πŸ”΄

Redundant CTAs (β€œChat with Nadia” / β€œTalk about this”) create clutter.

CTAs & Actions

πŸ–πŸ½ Usability issue

πŸ”΄πŸ”΄πŸ”΄

Voice chat lacks the ability to edit misheard transcriptions.

Interactions & Feedback

πŸ› οΈ Functionality issue

πŸ”΄πŸ”΄πŸ”΄

Interactable elements disappear after use, limiting user control.

Interactions & Feedback

πŸ–πŸ½ Usability issue

πŸ”΄πŸ”΄πŸ”΄

Wrap Up & Recap flow presents too many decisions and ends ambiguously; β€œClose” button is unclear.

Interactions & Feedback

πŸ–πŸ½ Usability issue

πŸ”΄πŸ”΄πŸ”΄

Home page prompt cards provide no confirmation of answers; blank submissions can be logged.

Notifications & Prompt Cards

πŸ› οΈ Functionality issue

🟠🟠

Side nav overloaded with information; could be simplified or moved to a dedicated β€œMy Profile” page.

Navigation & Layout

πŸ–πŸ½ Usability issue

🟠🟠

Home page is text-heavy and not visually engaging.

Navigation & Layout

πŸ–πŸ½ Usability issue

🟠🟠

Loading states are inconsistent visually.

Navigation & Layout

πŸ–πŸ½ Usability issue

🟠🟠

CTA style, color, and tone inconsistent across the platform.

Navigation & Layout

πŸ–πŸ½ Usability issue

🟠🟠

Check-in modal toggle placement unclear; options ambiguous (weekly vs one-time).

Navigation & Layout

πŸ–πŸ½ Usability issue

🟠🟠

Pink mic CTA button doesn’t clearly indicate it starts voice input.

Navigation & Layout

πŸ–πŸ½ Usability issue

🟠🟠

Nadia AI bot is inconsistent in using first- and third-person language.

Navigation & Layout

πŸ–πŸ½ Usability issue

🟠🟠

Chat alternates between speaking to and about the user. Should be consistent.

AI Content

πŸ’¬ Voice/Tone

🟠🟠

Chat content is dense and difficult to digest.

AI Content

πŸ–πŸ½ Usability issue

🟠🟠

β€œFocus Areas” insights section could be communicated better to enhance user understanding.

AI Content

πŸ–πŸ½ Usability issue

🟠🟠

Modal and card wording is confusing/unclear.

AI Content

πŸ–πŸ½ Usability issue

🟠🟠

β€œClick to view/Click to close” is inconsistent with the plus/minus icons.

Interactions and Feedback

🎨 Design issue

🟠🟠

It is unclear what the notifications are for when the icon is clicked.

Notifications & Prompt Cards

πŸ› οΈ Functionality issue

🟠🟠

β€œCoaching Mode” feature is not obvious enough.

Misc.

πŸ–πŸ½ Usability issue

🟠🟠

Confusing or awkward wording on certain modals and buttons

Visual Design

πŸ–πŸ½ Usability issue

🟑

Section headings are too small; improve text hierarchy.

Navigation & Layout

🎨 Design issue

🟑

Large gap sometimes appears at the bottom of the chat.

Navigation & Layout

πŸ› οΈ Functionality issue

🟑

Dashboard header alignment feels off; left-aligning would improve readability and hierarchy clarity.

Navigation & Layout

πŸ–πŸ½ Usability issue

🟑

Awkward spacing between title and CTA on the Dashboard

Navigation & Layout

πŸ–πŸ½ Usability issue

🟑

Gray tag color too dark; lighter tone would better match visual hierarchy and contrast expectations

Visual Design

πŸ–πŸ½ Usability issue

🟑

Schedule card visual hierarchy unclear on first glance; icon and text treatment need refinement

Visual Design

πŸ–πŸ½ Usability issue

🟑

Modal color inconsistency (orange vs pink) creates confusion in visual language and hierarchy

Visual Design

πŸ–πŸ½ Usability issue

🟑

Right side panel close icon inconsistent with left-side collapse arrows; affordance not obvious

Visual Design

πŸ–πŸ½ Usability issue

🟑

Lock icon feels negative; consider clock/timer icon to indicate next check-in.

Notifications & Prompt Cards

🎨 Design issue

🟑

Unrealistic time estimates (β€œTakes 4 mins”) could reduce user trust.

Misc

πŸ’¬ AI Content issue

🟑

Days of the week display inconsistent between main view and modal view.

Interactions & Feedback

🎨 Design issue

Research Takeaways

  1. Navigation & Layout Overload

Insight: Cramped sidebars, dashboards, and text-heavy screens make key actions hard to find and content difficult to digest.


Business Impact: Users may miss important features, reducing adoption and engagement. For enterprise clients, this confusion can signal lack of polish or professionalism.


  1. Inconsistent Design and CTAs

Insight: CTA styles, icons, and visual hierarchy are inconsistent across the platform.


Business Impact: Inconsistency erodes trust; enterprise clients may question product quality, while new users experience friction in decision-making.


  1. AI Content and "Voice" Issues

Insight: Nadia alternates between first- and third-person language, and key content like β€œFocus Areas” is dense or unclear.


Business Impact: Confusing language reduces user confidence in AI recommendations, limiting adoption and retention. Inconsistent messaging can make the platform feel less reliable to paying clients.


  1. Important interactions lack confirmation or control

Insight: Disappearing elements, unclear toggles, and ambiguous notifications leave users uncertain if actions are completed.


Business Impact: Lack of clear feedback creates frustration, undermining trust and potentially increasing support tickets or churn.

02

Ideation

Content Redesign at a Glance

I took the 4 Research Takeaways and formed How Might We Questions to consider how we might address these issues in the redesign:

  • Navigation & Layout β†’ How might we make key actions easy to find and reduce visual clutter?

  • Inconsistent Design & CTAs β†’ How might we create a consistent visual and interaction language across the platform?

  • AI Content & Voice β†’ How might we build trust through clear, consistent messaging?

  • Interaction & Feedback β†’ How might we ensure users know the result of every action they take?


Brainstorming

Sidebar redesigns: collapsed vs tabbed vs progressive disclosure

03

Design

The audit revealed high-impact issues that disrupted navigation, consistency, messaging, and user confidence.

The redesign focused on Valence’s two main touchpoints β€” the Dashboard and the AI Chat interface β€” ensuring that each solution directly addressed the audit insights and improved both usability and perception of quality.

Redesigning the Chat Side Panel

The chat side panel contained valuable information β€” but none of it felt that way.

Competing font sizes, inconsistent visual elements, and a lack of clear hierarchy left users with no obvious place to focus. Important actions were buried alongside secondary content, creating a cluttered experience that worked against the platform's goal of feeling like a polished, trustworthy enterprise tool.

The redesign focused on three things: establishing clear visual hierarchy, creating breathing room, and making the most important actions immediately obvious.

Redesigning the Dashboard

The chat side panel contained valuable information β€” but none of it felt that way.

Competing font sizes, inconsistent visual elements, and a lack of clear hierarchy left users with no obvious place to focus. Important actions were buried alongside secondary content, creating a cluttered experience that worked against the platform's goal of feeling like a polished, trustworthy enterprise tool.

The redesign focused on three things: establishing clear visual hierarchy, creating breathing room, and making the most important actions immediately obvious.

Beyond Visuals: AI Voice & Behavior Recommendations

Rather than a visual redesign, these findings were documented and delivered to the Valence team as conversational design recommendations.

Nadia β€” Valence's AI coaching assistant β€” had the right idea, but the execution created friction that undermined the conversational experience. Beneath the visual interface was a deeper layer of problems β€” not visual design issues, but conversational design ones.

What wasn't working:

  • Inconsistent voice β€” Nadia alternated between speaking to the user and speaking about them

  • Italicized text that felt more like a document than a real conversation

  • No contextual awareness β€” Nadia didn't acknowledge what the user had just clicked or done

  • Insight cards that disappeared after interaction, removing user control

  • Nadia led with questions instead of value β€” busy managers need fast, useful responses first

My recommendations focused on making the chat feel more like a conversation and less like a document:

  • Consistent second-person voice throughout

  • Plain conversational text formatting

  • Contextual responses tied to user actions

  • Persistent insight cards so valuable moments stay accessible

  • Prioritize insights upfront, then follow with clarifying questions

Small changes β€” but ones that make the difference between an AI that feels alive and one that feels like a form letter.

Issues Called Out:

04

Impact

Unlocking a Better Experience

While final outcomes were not captured during my time on the project, the redesign was expected to drive meaningful improvements in key areas:

Fewer support tickets

By simplifying navigation, clarifying workflows, and providing clear feedback on user actions, the redesign reduces moments of confusion. This will make it easier for users to complete tasks independently, decreasing the number of support inquiries and letting the Valence team focus on higher-value work.

Higher user engagement

By making the platform easier to navigate and its value clearer, users are more likely to return regularly. Streamlined flows and a more intuitive interface encourage daily interaction, helping managers integrate Valence into their routine and derive consistent value from the AI coaching experience.

Stronger professional perception of Valence

Standardized design and consistent AI messaging reinforce trust and demonstrate value to enterprise clients.

Improved user satisfaction

Simplified workflows, consistent design patterns, and clear feedback make the platform feel intuitive and approachable. Users can focus on completing tasks rather than figuring out how the interface works, creating a smoother, more enjoyable experience that builds confidence and trust in the product.

More efficient interactions

Streamlined workflows reduce the clicks needed for users to complete core tasks.

05

Reflection

What Worked Well

This was such an enjoyable project to work on. I really valued the chance to deeply evaluate the current experience and identify areas where the product could better support its users

Conducting a detailed UX audit revealed key usability, design, and functionality gaps, providing a clear roadmap for how Valence could evolve.

Breaking down cognitive load and streamlining CTAs helped identify actionable ways to improve engagement and clarity. It also reaffirmed how much power there is in strong UX fundamentals: consistent visuals, clear hierarchy, and purposeful structure. Clarifying Nadia’s AI coaching value made the experience feel more intuitive and trustworthy, strengthening the platform’s overall impact.

Learnings

Enterprise platforms are complex ecosystems. Balancing advanced features, AI-driven insights, and the needs of diverse professional users requires thoughtful prioritization.

Designing for busy professionals reinforced the importance of immediate value and intuitive first interactions; users need to instantly see how the product helps them. I also learned that certain functionality improvements, such as enhancing how Nadia provides insights, depend on cross-functional alignment to bring the design vision to life.

Possible Next Steps

If I were to continue this project, I’d focus on creating a more personalized and intuitive experience for users. One key direction would be refining the Home screen to better reflect individual goals, recent activity, and coaching progress, making the experience feel more tailored and immediately valuable.

I’d also explore surfacing Nadia, the AI coach, right at entry. By making Chat the first interaction rather than starting on the Home screen, users could experience more guidance and connection from the moment they log in, helping to build trust and engagement faster.

I’d also love the opportunity to conduct A/B testing with different Home screen layouts and entry flows. Observing how users respond to variations would offer deeper insights into what feels most intuitive and motivating.

Thanks for reading my case study!