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Case Study · Copley · 2024–2025

Manual to agent: Designing the brief that designs itself.

Three generations of a brief flow. And the insight that users weren't filling out a form — they were trying to have a conversation.

Brief Wizard — Gen 3 agent

Role

Product Designer

Timeline

2025–2026

Team

Angela Lin · Mike Torra (CTO) · David Henriquez (CEO) · Kevin McNerney (Principal SWE) · Maddie Daly (Staff SWE)

Tools

Figma

Copley is an AI-native marketing platform that helps brands create, test, and optimize ad campaigns at scale. As the sole product designer, I owned the end-to-end design of the Brief Wizard — the core flow where clients translate creative intent into AI-generated ad campaigns. Over the course of a year, I took it through three generations, moving from a rigid structured form to a fully conversational AI agent.

The problem

Ad creation was manual, linear, and started from zero. How do we make it iterative, intelligent, and agent-driven?

Users weren't navigating the wizard the way it was designed. They were skipping fields, going back and forth, and — most tellingly — treating the one free-text field as a chat box. They'd type, generate, review, retype. They had turned a brief into a conversation. My job was to make the product catch up.

Gen 1 — Mid 2025

Structure over expression.

The original brief was a single long-form page — source content, a creativity slider (Basic → Wild), output settings, variant count. Everything visible at once. The AI worked entirely in the background; users made selections, hit generate, and received output. No freeform input. No back-and-forth. No indication the AI had interpreted anything. It treated ad creation like a form. Users treated it like a fight.

Original Brief Form

Gen 1 — single page brief form

Gen 2 — October 2025

Adding a voice — but in the wrong place.

The second generation broke the single page into an 8-step wizard: Ad Type → Ad Source Content → Ad Source → Inspiration → Traits → Creative Direction → Variants → Review. The most significant addition was Step 6: a freeform Ad Concept field where users could describe the brief in their own words, paired with their Brand Kit.

But users immediately routed to that one field — rushing through steps 1–5 to get there, then iterating in the prompt box, completely bypassing the structured inputs. The wizard was 8 steps. The real interaction was happening in one box. When a system provides both structured and free-text input, users gravitate toward whichever feels most expressive. The structured fields became overhead.

Gen 2 — 8-step wizard

Step 6 — Ad concept prompt field

KEY INSIGHT

Users weren't filling out a brief. They were prompting.

Watching users in sessions, I could see the pattern without anyone needing to name it. The creative direction box had become the product. The rest was noise.

Gen 3 — 2026 (In development)

Making the AI the interface.

The third generation inverted the mental model entirely. Instead of a form that ends in AI, it's a conversation that begins with AI. A chat-based agent moves through the brief collaboratively — mixing quick structured inputs (image source, brand kit, traits) with open prompts (inspiration, concept direction). Then, crucially, the agent proposes the creative direction itself. It surfaces a full draft brief based on everything collected and asks: “Are there any changes you'd like to make, or would you like to use this creative direction?”

The user can edit, redirect, or simply say “I approve.” The cognitive load shifts dramatically — instead of starting from a blank box, the user reacts to a proposal. Curation is faster, lower-stakes, and more collaborative than creation from scratch.

Gen 3 — Brief Wizard Flow

Brief Wizard — Gen 3 flow

Interactive demo coming soon

DESIGN DECISION

Why conversational over wizard?

Wizards enforce sequence. Conversations allow the natural non-linearity of creative thinking. A marketer briefing a designer doesn't follow a fixed order — they lead with feeling, then references, then constraints. The agent accommodates this.

DESIGN DECISION

Why have the AI propose the brief?

Users facing blank boxes get stuck. When the AI proposes and users react, the dynamic shifts from creation to curation. The model infers context from behavior — images selected, inspiration provided — not just what was typed.

Outcome

From tool to collaborator.

The Gen 3 conversational agent was presented internally and demoed to select clients, who described the experience as briefing a creative collaborator rather than operating a tool. The work contributed directly to Copley's evolving identity as an AI-native marketing agent — a direction the company formalized publicly in early 2026 with the launch of its always-on performance marketing platform.

Taking a brief flow through three generations taught me that the best AI interfaces don't ask users to adapt to the machine. They meet users where creative thinking already happens — in conversation, in reaction, in the back-and-forth of refining an idea. The product didn't just get better. The model of what it was changed entirely.

Skills & Tools
AI UX DesignInteraction DesignUser ResearchConversational UIProduct StrategyFigma