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Dig One agentic system

I designed an AI research agent across the end-to-end research lifecycle.

Role
Staff Product Designer
Team
Designer, PM, EM, 7 engineers, QA
Company
Dig Insights
Focus
AI agents, research tools, platform experience
The Dig Agents home screen greeting “Hello, Sam! How can I help you today?” with a prompt to create a concept test and shortcuts to design a survey, run a social report, or analyze Dig One studies.

Overview

Dig Agent: one AI partner across Dig One

Dig One is a research platform, bringing survey and innovation testing (Upsiide), social listening (OneCliq), and reporting into one place for researchers and their clients. But each tool had its own entry point, so researchers lost context as they move across the workflow.

As Staff Product Designer, I led the product vision and experience for bringing these capabilities together into one context-aware agent across the platform.

The goal wasn't simply to add a chatbot. It was to design an agentic system that understands research intent, carries context, and orchestrates the right capabilities as the work evolves.

How it works

One engine, one experience

Dig Agent is built as a system of skills, context, and tools. Together, these layers connect Dig One’s existing products and Dig’s research knowledge base within a SOC 2 boundary.

Context

Context gives the agent access to Dig methodologies, client profiles, studies, and platform knowledge.

Skills & workflows

Skills & workflows define what the agent can do and how capabilities can be chained together.

Tools

Tools let the agent take action across Dig One—from creating surveys and social reports to running analysis and generating presentations.

Key capabilities 01

Survey Writer

Users start with a research question. Drawing on Dig’s research expertise, the agent asks targeted scoping questions, defines the demographics, drafts an editable outline, and builds a study ready to field.

Once created, users can continue refining the study through the agent. Instead of manually editing questions and settings, they can describe changes in plain language and have the agent apply them. This makes iteration faster and more intuitive.

Survey outline for review, including questions and demographic setup.
The Dig One survey editor for a sparkling water concept test, with the preference question and its settings open. Dig Agent’s side panel lists three changes it made, each with an undo option.
Agent alongside the editor that helps users refine and update their studies.

Key capabilities 02

Cross-Study Analysis

After fielding, the agent helps users make sense of the results, so they feel supported rather than left to navigate the data alone. It works across one or multiple studies and social reports, pulling together relevant data to answer questions in natural language and generate research-backed insights.

Inline sourcesTransparency is key. Users should be able to see exactly where each insight came from and trace it back to the underlying research.
An agent answer about sparkling water brands with a Sources menu open, listing the survey questions that support the insight.
Cross-study analysisThe agent can pull relevant data from multiple research sources, helping users connect insights across studies.
An agent answer citing three sources at once: a completed Flavored Sparkling Water study, a social report with 156 comments, and a Consumer Beverage Trends report.

Key capabilities 03

Skills & Command Menu

Good research workflows shouldn’t start from scratch every time. We turn AI capabilities into reusable skills the agent can execute, such as /survey, /social-report, /analyze. Users can instantly activate the right skill for the task at hand, so complex research work becomes faster and consistent across the team through a simple command.

The agent prompt with a slash command menu open, listing custom skills such as /persona-builder and Dig One skills such as /survey and /analyze, with a tooltip describing the analyze skill. Two context chips, each with a green book emoji, name the studies being analyzed.
Users can type / to browse and access available skills.
A Skills and workflows library showing cards such as Survey writer, Summarize data, Synthesize insights, and Meeting notes, each with an on/off toggle and a Create button.
Optimized for internal research teams, allowing them to create custom skills and build multi-step workflows for more complex operational processes. This creates a flexible system that evolves with how teams actually work.