Rolling out to production

Cohesity · AI Sales Enablement Intern

AI Prompt Library

I was asked why sellers weren't using AI. The real answer: using it had quietly become a second job.

RoleProduct Designer & Researcher
Duration12 weeks
ToolsFigma, Figma Make, Claude, MCP
Interactive prototype ↗
Sales Assistant guided workflow interface

The problem

One AI assistant. Underused, not unwanted.

Cohesity built a single retrieval assistant to save sellers from digging through an overwhelming pile of sales content scattered across third-party systems, reachable from three places sellers already worked: Slack, Microsoft Copilot, and Claude. Across all three, sellers were using a fraction of what it could actually do.

The working theory was that sellers simply didn't know what the tool could do, which pointed toward a training fix. Here's what a seller's actual path looked like instead:

  1. Open the assistant to get an answer fast
  2. Land on a blank box, or ten unlabeled prompts
  3. Not sure what to type, or which prompt does what
  4. Give up, draft it themselves somewhere else
  5. Paste it in just to get a reply
  6. Or abandon it completely and retrieve the information manually

Two tools doing the job of one. Before building anything, I needed to know if the training theory was even right.

"It's like having an electric car and driving it like a gas car. We have AI everywhere but we're still doing the same manual work we were doing five years ago."Public-sector AE
9
Interviews conducted
8
Problems found
7
Routed to other teams
1
In production rollout

The research

Nine interviews. Six roles. Zero assumptions.

I ran these interviews because I needed to understand who I was actually building for: what their workflow looked like day to day, and where this would even fit into it, without assuming any of that going in.

Semi-structured interviews, 30 to 45 minutes each, across Inside Sales, Renewals, SDR (×2), Sales Engineer (×3), Solutions Architect, and Public-sector AE, deliberately mixing sellers who used the assistant daily with sellers who'd tried it and stopped. Before asking a single question about AI, I counted the tools each person named unprompted for an ordinary day.

Fifteen to sixteen systems, on an ordinary day, including three separate logins for the same underlying assistant. AI wasn't a tool sellers were missing. It was one more layer inside a day that was already fragmented.

Interview notes and synthesis

The strongest evidence

Not a wish list. Working proof.

Where the official tools didn't reach, the sharpest sellers had quietly built their own.

01

Two SDRs independently built the same tool

An agent that reads a prospect's LinkedIn and drafts outreach in their voice: three weeks of hand-built work, twice, with no idea the other existed.
02

An SE built the alert the platform never sent

A self-made watcher for stale support cases. It only runs on his laptop, so it goes dark every time he travels.
03

One rep filmed his own workday to find the waste

Three hours of self-recorded footage, reviewed privately, then five agents built from what he saw, including one that checks in on him by phone in the afternoon.

Synthesis

Eight distinct problems. Not one blurry complaint.

Running interview notes through Claude to find what repeated across all nine conversations surfaced eight distinct problems. Only one was mine to build.

ProblemEvidenceOutcome
Sixteen tools, one sellerA rep's day spans CRM, content, docs, and three logins for one assistantRouted: platform
Sellers building their own toolsWorking prospecting and alert tools, built and maintained by one person, with no official version to replace themRouted: product
Grounded tool vs. general AI"The internal one is to pull internal information. Other than that, I'll just have my corporate edition of the other assistant up." (SDR)Routed: platform
Writing that sounds like AI"They all sing the same. How do you add a voice and a feeling and a character into those things?" (Sales Engineer)Routed: new capability
Procedural knowledge missing"I'd love it if I could ask Sales that... if I trust the answer, that would be very useful." (Sales Engineer)Routed: content & permissions
Content freshness erodes trust"New documents say yes, we can do that. Old documents say we can't." (Inside Sales Rep)Routed: my own team, already in progress
Capabilities vanish, no warningAn SDR's own working motion broke when a capability was quietly removed, with no way to tell it apart from his own mistakeRouted: process change
Prompt discoveryNot one of nine interviewees had ever used the prompt libraryOwned

8 problems. 7 routed to named owners. 1 rolling out. The seven weren't mine to fix (platform-scale, new AI capability, content ops), so I wrote them up rather than quietly treating them as my own backlog.

The one I owned

Ten prompts. Zero clicks.

Names truncated mid-word, most hidden behind "Show more," a blank box doing the real work.

Original prompt library UI

Nobody I interviewed had used it. Some hadn't even noticed it. The workaround people had settled into instead: draft the prompt somewhere else, then paste it into the assistant.

"Writing a prompt itself sometimes takes so much that I might as well write this myself."Public-sector AE

Sellers weren't bad at prompting. Prompting had quietly become a job nobody signed up for.

From sketch to shipped

One version, tested the whole way through.

I sketched the flow on paper first: pick a card, get a prompt, send it, read the output, try another prompt in the same card. Reading it back, I caught a flaw before it reached a screen: the same two-steps-when-there-should-be-one friction the research kept turning up, rebuilt one layer down, inside the very thing meant to fix it.

1First pass, sketched on paper
First pass, sketched on paper
Caught in the margin

"Limitation: the user has to start a new chat when they want to switch to another card."

"Benefit: the user still has the freedom to type their own prompt, regardless of the card or option they picked."

2Iterated version: flaw caught and fixed
Iterated version: flaw caught and fixed
Fixed in the same margin

"Automatically suggest the user's possible next actions, with an option to switch cards in the same chat, through a 'switch workflow' button."

Also decided before writing any code

The MVP was as much about what I left out. All of this got written down and cut, on purpose:

Active account memoryOpportunity trackingSeparate workspacesAutomatic context carryoverProject-management concepts

From there I tested the concept with sellers across my remaining interviews, then built the production version. I'd considered wiring directly into each surface's own API (Slack, Copilot, Claude), but the third-party owner of the retrieval system restricted key access. I chose Model Context Protocol instead, deliberately: one interface, written once, reachable from all three surfaces instead of three separate versions.

Shipping now
1Task-framed cards replace the blank box
Task-framed cards replace the blank box
2Editable prompt: nothing sends without a human
Editable prompt: nothing sends without a human
3Response lands in the real conversation, not the panel
Response lands in the real conversation, not the panel
4Switch workflow button, without starting a new chat
Switch workflow button, without starting a new chat

Product judgment

What I said no to.

Cut · pinned prompts

An SDR wanted his own prompts pinned

I didn't build it. The real cost wasn't the missing backend. It was the state, storage, and data model that pinning would require, on a project about to lose its only engineer. Nobody would have been left to own that maintenance.

A useful feature isn't useful if nobody's left to own what comes after it.
Dropped · suggested next actions

Sellers wanted the system to suggest what's next

Dropped: that answer differs by role, and I didn't have the usage data to guess responsibly.

When the evidence isn't there yet, don't turn a guess into a product decision.
Not buildable then · role-relevant cards

A newly hired Sales Engineer wanted cards for his role only

Couldn't build it: that needed identity data the panel had no access to at the time.

A good idea doesn't survive contact with data you don't have yet.
Known weak spot · discoverability

"I wouldn't have known this existed."

A Solutions Architect put his finger on the biggest miss. Finding the library at all still depends on a seller already knowing it exists.

Partly solved, and still the weakest link in the whole thing.

The problem

Cohesity's sellers had one AI assistant reachable from three surfaces, and used none of them well.

What we learned

Prompting wasn't a skill sellers lacked. It was work they'd been handed that wasn't their job.

What we're building

A task-framed guided library: 15 workflows, 50 prompts, sourced from sellers themselves, rolling out across all three surfaces.

The real outcome

"I didn't make sellers into prompt engineers. I made AI capabilities easier to discover, and prompting less of their job."

Rolling out now in Slack, Microsoft Copilot, and Claude: one interface, written once, replacing the blank box that nobody could use.

15Workflows
50Prompts
3Surfaces
9Interviews behind it