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CISCO / WEBEX CONTACT CENTER

Configuring AI around
agents and queues.

I redesigned Contact Center AI configuration to help administrators adopt features, govern their availability, and apply consistent settings across all queues and agents. I diagnosed the repeated setup in the existing experience, pitched an object-first model, and designed the global and local controls.

MY CONTRIBUTION

Problem diagnosis, stakeholder pitch, interaction design & specifications

DESIGN FOCUS

Feature adoption, AI governance & configuration at scale

DELIVERY

Shipped experience, shown in a live product recording

AT A GLANCE

Shipped
Live in Webex Contact Center
Organization-wide configuration
Shared settings across queues and agents
Central governance
Consistent controls with clear local scope
Live product recording, November 2026. Full 54-second walkthrough, with names and the error panel masked for publication. No audio. Read the visual walkthrough or download the video.
01 / DIAGNOSING THE FRICTION

Each new feature repeated the same administrative work.

The configuration experience started with the AI feature. Administrators then selected the agents or queues it should apply to—and repeated those selections for the next feature.

We wanted to encourage adoption of AI features, but the configuration model made each additional capability more work to set up. I traced that friction back to the structure: there was no single place to review an agent’s or queue’s AI configuration, or understand how it related to the organization’s settings. Repeated setup also made it harder to maintain consistency across queues and agents.

I also called out interaction problems in the existing flow: configuration actions that required a full page load, an acceptance step before setup, and global and local toggles that were disconnected. These were the concrete problems I brought into the stakeholder discussion.

Original pitch slide describing repeated agent and queue selection in the feature-first experience.
Initial stakeholder pitch / October 2025. My diagnosis of the existing configuration model. View full-size artifact.
Original pitch slide identifying page navigation, save and acceptance confusion, and disconnected controls.
Initial stakeholder pitch. The interaction problems that made the structural issue tangible. View full-size artifact.
02 / MAKING THE CASE FOR CHANGE

Make feature adoption easier to support and govern.

I pitched an object-first approach to stakeholders: start with the agent, queue, or organization, then configure the relevant AI capabilities together. The goal was to remove setup friction that could get in the way of feature adoption, while giving administrators central control over availability and consistent configuration across all queues and agents.

I kept the implementation proposal focused on AI Configuration. The pitch deferred bulk editing of selected agents or queues, kept the overview to a cross-launch, retained Auto CSAT at agent level for the initial scope, and reused existing help articles. Applying shared settings to all queues or agents remained part of the global configuration model. Those were scope choices in the proposal, rather than a claim that every part of the vision shipped unchanged.

The intended result was a more manageable path from discovering an AI capability to configuring it across the organization. Feature adoption, configuration effort, and support needs were goals for follow-up measurement.

Pitch slide proposing a focused configuration release, deferred bulk configuration, and reuse of existing help content.
Initial stakeholder pitch. Proposed delivery scope and measurement goals, not reported results. View full-size artifact.
View the original pitch introduction
Evolving how admins configure AI: Unifying CX AI Configuration in Control Hub. Rachael Marr, October 26, 2025.
Original stakeholder pitch introduction / October 2025.
03 / REORGANIZING CONFIGURATION

Choose the agent or queue once, then manage its AI.

I brought global settings together with agent and queue views, so administrators could establish a consistent organization-wide setup and inspect individual configurations in the same area.

Global controls let administrators configure capabilities across all queues or agents at once. The agent and queue lists then lead into detail pages containing the relevant capabilities, with the governing scope visible. This supports organization-wide rollout alongside individual review and configuration.

The specifications also make the model visible in the lists. Feature badges distinguish global from local settings; filters help administrators find the objects they need. New capabilities can join the same configuration pattern instead of requiring a separate setup journey.

Early object-first concept with agent, queue, and global settings tabs. Names are masked.
Initial pitch concept. This early light-theme design is distinct from the later production recording. View full-size artifact.
Annotated agent settings specification showing the agent list, detail view, Auto CSAT, and Agent Wellbeing behaviors.
Design specification. Agent configuration, feature states, filters, and detailed interaction annotations. Names masked. View full-size artifact.
04 / DEFINING SCOPE AND INHERITANCE

Give admins governance and consistency across queues and agents.

The high-level controls let administrators govern AI centrally, keep settings consistent, and configure all queues or agents at once. I defined how those organization-wide decisions relate to local configuration, so admins could apply a shared setup without repeating the work for each queue or agent.

ORGANIZATION

Set organization-wide availability.

The top-level toggle lets administrators decide whether an AI capability is available across the organization. Turning it off prevents local enablement, keeping individual settings within that decision.

ALL QUEUES / AGENTS

Apply a consistent setup in bulk.

“Apply to all queues” or “Apply to all agents” applies the shared configuration across the relevant group. Admins can manage that setup centrally instead of configuring each queue or agent separately.

LOCAL CONFIGURATION

Make the controlling scope clear.

Local controls show when settings are managed globally. Where individual configuration is available, admins can tailor the setup while staying within the organization’s feature availability.

The specification includes confirmation before turning off a feature already configured on queues. Disabled states link back to global settings so the administrator can understand the restriction and reach the controlling scope.

Generated summary types remain managed at global level. At queue level, those options remain visible but disabled, preserving the context without implying they can be overridden.

Annotated toggle specification showing organization off, local configuration, inherited global settings, and confirmation before disabling configured queues.
Design specification. The state model connects organization-wide governance, consistent bulk configuration, and local control, including the consequences of turning a feature off. View full-size artifact.
05 / RESOLVING THE DETAILS

Keep configuration and help close to the task.

I specified the behavior beyond the main path: badges that explain setting scope, filters for enabled and disabled features, and inline configuration within the selected queue’s detail view.

For Suggested Responses, the design accounts for missing skills, a default skill, and a skill that has been deleted. These states help the administrator understand why a feature needs more configuration before it can be useful.

I also designed Help & Learning to support feature discovery and adoption alongside configuration. It collects existing feature documentation in the same AI area, including information about data, privacy, security, and safety, so administrators can understand a capability before deciding how broadly to enable it.

Queue settings specification with scope badges, filters, queue detail controls, and missing-skill states.
Design specification. Queue-level interactions and edge cases. Queue names masked. View full-size artifact.
Help and Learning specification mapping AI capabilities to existing documentation.
Design specification. Existing articles support learning without requiring a separate content platform. View full-size artifact.
06 / THE SHIPPED EXPERIENCE

Central governance and shared configuration are live in the product.

The production recording shows the resulting AI Features area in Webex Contact Center: Global, Queue, and Agent configuration, plus Help & Learning.

It shows organization-wide feature availability, shared configuration through “Apply to all queues” and “Apply to all agents,” and local views that explain inherited or unavailable settings. Help & Learning connects administrators to the documentation supporting those configuration decisions.

The recording is evidence of the live experience. The pitch slides and annotated specifications document my design work and intent; they are not presented as production screenshots. The production feature set also differs from the initial pitch—for example, the recording shows Auto CSAT in queue-level configuration.

My contribution was identifying the configuration problem, making the stakeholder case, and designing the model and interaction specifications. The live product reflects the broader team’s implementation. The recording demonstrates the experience; usage context and the limits of the available measurement are described below.

Read the visual walkthrough
  1. 0–8 seconds: Global configuration shows organization-level feature controls and application to all queues. The page scrolls through Auto CSAT, Generated Summaries, transcriptions, sentiment analysis, Real-time Assist, and agent-level settings.
  2. 8–20 seconds: The Queue tab opens a list, then a queue’s AI configuration. Local controls explain when a feature is off globally or inherits global settings. Names and the error panel are masked.
  3. 20–27 seconds: The Agent tab opens a list and an individual agent’s Wellbeing settings. Names are masked.
  4. 27–41 seconds: Help & Learning lists feature documentation. Opening a resource includes a loading interval.
  5. 41–49 seconds: A Webex Help Center article explains AI development, data privacy, security, and safety.
  6. 49–54 seconds: The recording returns to AI Features and global configuration.
07 / USAGE AND MEASUREMENT

Understand usage within the audience that can access AI.

Recent usage figures show roughly 20 users visiting the AI configuration area per day. Access to these features requires the AI SKU, so this is a licensed audience within Contact Center.

That eligibility requirement matters when interpreting traffic. Daily visits alone do not establish how many eligible administrators are using the area, how broadly features are enabled, or whether feature adoption has increased.

I do not have a verified pre-redesign baseline, so I cannot quantify a before-and-after increase or attribute the current traffic to the redesign. A stronger assessment would compare usage within the AI-licensed audience and track feature enablement and configuration completion over time.

08 / LESSONS LEARNED

What this work taught me about supporting AI adoption.

Configuration is part of adoption.

Making an AI feature available is only the beginning. Administrators also need to understand it, decide where it belongs, and configure it across their organization. That work needs to be part of the adoption experience.

Governance and convenience can reinforce each other.

The global controls served both purposes: administrators could govern feature availability and apply consistent settings across all queues or agents without repeating the setup. Making scope visible helped connect those organization-wide decisions to local configuration.

Measurement needs the right audience and baseline.

Access depends on the AI SKU, so traffic needs to be understood within the eligible audience. For future work, I would establish a comparable baseline before release and track feature enablement and configuration completion alongside visits.

REFLECTION

Support feature adoption
with configuration admins can govern.

Encouraging adoption meant addressing the work required to configure AI. I designed a model that lets administrators make organization-wide decisions, apply consistent settings across all queues and agents, and understand where local configuration fits as more capabilities are introduced.

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