Customer care platform of XP Investments
Project Customer care platform of XP Investments
Year 2023
Category Web-based portal
Company XP Investments
Context
Product Setup is the platform used by customer care agents to assist customers who contacted the XP call center. This is the tool used to locate customer's information, as well as every detail related to the product(s) or service(s) they acquired.
The Project
The design of the product experience within Product Setup must be an integral part of the delivery of every XP product or service. This ensures that when a customer contacts support, the operator has a complete understanding of the product's current state and any issues that may be arising.
My role
As a Senior Product Designer, my responsibilities were to include the service experience that was relevant to the platform and integrating it with what was already built.