Dynamic framework for agentic AI outputs

2026

I created a response framework to solve the poor information hierarchy and inconsistent data format. so that when user see this framework, they know what it is, and act quickly.

Solo Product Designer partnering with 3 Backend, 6 Frontend Developers, Researchers, Content and PM

Role & team

Product area

QuickBooks mobile App on iOS & Android

Adopted by 7 teams in QuickBooks

The impact

Context

AI Agents handle the work, users make the call.

To boost engagement and increase efficiency, we introduced AI Agents to automate works for users, and users only need to review and take action.

Problem

However, when I audited various agent use cases across QuickBooks, I noticed critical breakdown in how these outputs were delivered:

  • Poor information hierarchy

  • Inconsistent AI response across use cases

Hypothesis

We believe that a clear information hierarchy will create a consistent framework, and variants will let it scale to every data format without losing that consistency.

Users won't need to read through the whole response. They'll spot, check, and act.

Framework

To create a framework, I started from collecting all the use cases and talked to the teams.

Framework in execution:

Framework - Mutable state UI

For a framework of a card, oftentimes we need to have a way to mutate.

So it can show different states, such as:

  • Default state when it first shows up.

  • Expired state when users don’t act right away and the card is expired.

  • Completed state when user take an action right away.

Default

Expired

Completed

Framework - Variants

I tried QuickBooks myself to make sure that I don't miss any workflow, and reached out to the teams to collect use cases, understand their needs and giving them visibility into what I'm doing

Then I found that 90% of use cases begins with these 3 patterns:

table, list and summary

Table variant

Before

List variant

Before

Summary variant

Before

After

After

After

The impact

Shortened design alignment and handover time from weeks to days by establishing shared framework across 7 teams.

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