Revscale - AI SaaS Platform ($2.5M seed): Agent-centric growth workspace

Built an agent-centric SaaS where onboarding and campaign creation use progressive disclosure, smart defaults, and AI assistance, driving measurable improvements like 48 min → 8 min time-to-first-outbound touchpoint

The challenge

Early-stage founders and growth teams run growth across fragmented tools: outbound, nurture, CRM, reporting, leading to constant context switching and “setup fatigue”

The brief

Design a minimal, scalable platform where:

• AI agents handle repetitive execution

• Humans provide direction + oversight (without noise)

Design Goals

1. Zero-friction onboarding: sign up → first live campaign fast

2. Agent-centric mental model: UX speaks “tasks/outcomes,” not settings

3. Granular oversight, minimal noise: surface only what needs human action

4. Scales from solo founder → enterprise: clean hierarchy, role-based views

Key solution 1 : “Zero-friction onboarding” in 7 steps

Designed onboarding as one decision per screen, using chips and defaults to reduce typing and cognitive load

Step 1:

Start with the easiest ask (name) → quick commitment trigger

Start with the easiest ask (first / last name) → quick win triggers commitment bias

Step 2:

Role chips → personalize copy/tone

Role chips seed future copy ("Hey, Rahul!" vs "Hey, Marketing Director!")

Step 3:

Company name + URL → enrich via Clearbit + domain parsing

Name + URL enables instant data-enrichment via Clearbit once they hit Next

Step 4:

Size + industry → tailor agent playbooks

Tailors agent playbooks (e.g,, "SMB vs Mid-Market" tone)

Step 5:

Primary objective → prioritize agent tasks (Lead Gen vs Brand Outreach)

Lets the Al prioritise agent tasks (Lead Gen vs Brand Outreach)

Step 6:

Hide non-essential modules on first login (perceived simplicity)

Hides non-essential modules on first login - perceived simplicity

Step 7:

Pre-configure integrations + encourage invite-team growth loop

Pre-configures integrations & data sync

Encourages early seat expansion (growth loop)

Why it works

1. Progressive disclosure (one ask per screen)

2. Chips > fields (tap over type)

3. Smart defaults + enrichment (autopopulate ~40% fields)

4. “Skip/None” safety nets (never trapped)

5. Social proof nudge (“Avg. team adds 3 colleagues”)

Validation

1. Median completion time: 3m 42s (280 beta sign-ups)

2. Drop-off: < 4% per step

3. Qual quote: “Felt like Tinder for SaaS — tap-tap-done”

4. First value time: sign-up → first live campaign 8 min (was 48 min)

Key solution 2: Campaign creation - “Manual vs AI-Generated” fork

Instead of hiding AI behind magic, the UI makes the choice explicit:

• AI-generated for novices (agent does heavy lifting)

• Manual for power users (straight to control)

Design bet: make cognitive load measurable and intentional

AI assists by:

• Using onboarding answers to auto-fill defaults

• Cutting manual setup by ~60% after guardrails are set

1. Summary

Users set guard‑rails once, the AI autocompletes defaults based on earlier onboarding answers to cut manual work by ~60 %.

Summary

2. Leads Source

Keeps discovery & execution in one flow, no need to hop to CRM to sanity‑check the list. Bulk actions (clean, tag, delete) surface only when rows are selected → mental calm the rest of the time.

Lead Source

3. Schedule

Replaces cryptic cron strings with drag‑to‑set interactions. Tooltips (“Sweet‑spot: Tue & Thu, 10 am‑2 pm”) educate without docs

Schedule

4. Templates

Inline dropdown lets users toggle Conversational / Professional / Short tone, live preview updates instantly → trust that the AI “gets” their brand voice

Templates

5. Sequences

Sequence skeleton is pre‑filled by agent based on Objective KPIs, users only tweak timing. Empty‑state icon nudges to add SMS or LinkedIn step if funnel is too shallow

Sequences

Each step is self‑contained, so users feel steady momentum instead of a giant form. Combined with the onboarding shortcuts, the full campaign builder averages 4 min 20 s from open to Go Live, sealing our promise of zero‑friction onboarding to first live campaign in minutes.

Key solution 3: Execution + management patterns

Designed system-level patterns across modules so the platform scales:

• Integrated CRM (Deal pipeline Kanban) + analytics dashboard

• Lead forms flow (builder + share link + success page)

• Billing console, team management, referrals

• CMD+K power navigation

• Notifications grouped by agent for cause→effect clarity (low noise)

1. Integrated CRM

Stripped‑down pipeline view inherits the same table DNA, AI enriches records in real‑time, so deal cards never go stale.

A. Deal Pipeline (Kanban):

Kanban visualization gives instant clarity on pipeline health. AI auto-tags leads and suggests the next step, keeping deals moving without manual tracking.

Deal Pipeline (Kanban)

B. Analytics Dashboard

Turns raw deal data into actionable insights. Real-time AI enrichment ensures revenue forecasting is accurate and updated, reducing spreadsheet work.

Analytical Dashboard

Users can drag & drop deals across stages, while AI automatically updates probability, next-touch suggestions, and historical context. The Analytics tab complements the board by visualizing deal progression over time, allowing teams to quickly identify bottlenecks

2. Lead Forms

Status chips (Live / Draft / Published) clarify lifecycle at a glance, duplicated row heights aid scan‑ability across 65+ pages.

A. FormsList

Spreadsheet‑style table of every form with columns for Title · Created · Updated · Status chip (Live / Draft / Published) · Form Link · Actions

FormsList

B. FormBuilder

Left pane = modular blocks (Title & Details, Short Question, Submit Button). Right pane = live preview that updates in real‑time.

FormsBuilder

C. SuccessPage

Radio choice (Show success message / Redirect to custom URL), success‑title & copy fields, plus live preview.

SuccessPage

D. ShareLink

Switch between Share as Link / Embed in your product or site. Auto‑generated URL + Copy to clipboard CTA.

ShareLInk

List → Builder → Success Page → Share Link → launch in under 3 minutes, all inside Revscale. AI auto‑labels each new form Live once traffic is detected, so status chips stay truthful without manual upkeep, another micro‑example of “autonomous agents doing the busywork.”

3. Lead Magnets

• Top row of folder cards (Fonts, Illustrations, Graphic Design Assets …) with file counts & size.

• “All Magnets” table under the fold (name · creator · date · 3‑dot menu).

• Storage meter + Recent Activity toast pinned top‑right.

A. Folders + Recent Activity (default view)

Switch between Share as Link / Embed in your product or site. Auto‑generated URL + Copy to clipboard CTA.

Folders + Recent Activity (default view)

B. My Folders & Shared‑with‑me view (collapsed folders):

Folder list now shows Shared with me section & My Folders Section, left rail auto‑collapses to widen workspace.

My Folders & Shared‑with‑me view (collapsed folders)

C. All Magnets (flat list)

Full‑width table of every magnet, global Search field, column sort, tag filters.

All Magnets (flat list)

Folders → Flat list → Context action : everything happens in one tab, one tool. Search, filter, and share are never more than two clicks away, letting marketers surface a high‑value lead magnet and attach it to a campaign in < 3 minutes.

4. Billing Console

Card‑pattern summarises plan, seats, and next charge, invoice ledger adopts accounting‑table norms so finance teams feel at home.

Billing

Plan view → Edit details / Change payment → Search or bulk‑export invoices, all without leaving the Billing page. By applying clear hierarchy and familiar accounting patterns, Revscale removes the billing anxiety that usually clogs support channels, letting customers self‑serve 100 % of common finance tasks

5. Manage Team

Spreadsheet‑style table with role & status chips. “Add Team Member” CTA anchors top‑right, consistent with SaaS conventions, minimises hunting.

Team

6. Referral

Gamified progress bar + single email field. Rewards logic stays invisible until thresholds are hit, reducing legal clutter yet nudging virality.

Referrel

7. CMD +K

Power‑user shortcut overlays any page; jump‑to actions display keyboard hints, reinforcing habit‑forming muscle memory.

CMD + K

8. Notifications

Bell icon with silent‑mode toggle, feed groups events by agent so users grok cause‑and‑effect instantly.

Notifications

Outcomes

• Average time to first outbound touchpoint: +83% improvement (48 min → 8 min)

• Setup frustration CSAT: 9.1/10

• Referral sign-ups: +27% lift after progress-bar release

Client Testimonial