Rosenverse
Conducting pre-research with AI agent personas: Pressure-testing concepts for expert workflows

This video is only accessible to Gold members. Log in or register for a free Gold Trial Account to watch.

Log in Register

Most conference talks are accessible to Gold members, while community videos are generally available to all logged-in members.

Conducting pre-research with AI agent personas: Pressure-testing concepts for expert workflows

Gold
Wednesday, June 10, 2026 • Designing with AI 2026

This video is featured in the AI and UX skill growth playlist and 1 more.

Share the love for this talk
Conducting pre-research with AI agent personas: Pressure-testing concepts for expert workflows
Speakers: Snehal Pendharkar
Link:

Summary

Designers in complex domains like finance, healthcare, or government are often asked to design for expert workflows they barely understand, while their subject-matter experts are too busy to join every iteration. This case study shows how niche AI “agent personas” became an always-available, domain-aware first pass on ideas—helping a UX professional in fintech to pressure-test concepts, understand upstream/downstream impacts, and arrive at better prototypes faster. In this work, AI serves explicitly as a pre-research layer, not a substitute for real users, formal research, or usability testing, ensuring that human insight remains at the center of the design process.

Key Insights

  • •

    AI personas can help UX teams pre-emptively pressure test complex workflows before SME access.

  • •

    Structuring AI personas with detailed role, goals, pain points, and boundaries ensures specific and relevant feedback.

  • •

    Including a confidence summary in AI responses helps users distinguish between grounded facts and inferences, mitigating hallucinations.

  • •

    AI critiques of wireframes expose operational friction and workflow gaps, not just surface usability issues.

  • •

    Integrating AI with codebases improves understanding of data lineage, user entitlements, and ecosystem dependencies.

  • •

    AI cannot guarantee policy compliance or capture all organization-specific exceptions.

  • •

    Early AI involvement fosters confident preparation and sharper questions in SME reviews.

  • •

    AI-driven expanded scope can cause scope creep, needing prioritization and feasibility discussions with technology teams.

  • •

    AI responses are generally repeatable and consistent when grounded in stable persona definitions.

  • •

    AI pre-research helps challenge operational workflows, uncovering inefficiencies that improve overall UX beyond UI enhancements.

Notable Quotes

"Can AI help us do better in pre-research for expert-heavy workflows before we actually get access to the subject matter experts?"

"The real problem is that the team is already making decisions in incomplete conditions."

"Generic advice is usually too broad for a complex workflow such as escalation or compliance."

"AI personas can be valuable as bounded pre-research tool helping us think earlier and reduce avoidable gaps."

"The confidence summary was added to remind us that the AI response is provisional and needs verification."

"When AI got it wrong, it did so in ways that matter operationally, skipping required compliance or assuming outdated workflows."

"The biggest improvement was confidence — walking into a room with senior stakeholders prepared to ask sharper questions."

"AI cannot replace user research, usability testing, or domain expert validation."

"AI helped me challenge operational workflows and ask why approvals happen multiple times across systems."

"Running the same prompt with a defined persona produces consistent and reliable AI responses."

Ask the Rosenbot
Frances Yllana
Theme 2 Intro
2024 • DesignOps Summit 2024
Gold
Marissa Cui
Climate Design Product Showcase
2024 • Climate UX Interest Group
Roberta Dombrowski
Making Research a Team Sport
2022 • Advancing Research 2022
Gold
Jonathan Fairman
Integrating generative AI into enterprise products: A case study from dscout
2024 • Designing with AI 2024
Gold
Roberta Dombrowski
5 Reasons to Bring your Recruiting in House
2021 • DesignOps Summit 2021
Gold
Jon Fukuda
Theme One Intro
2022 • DesignOps Summit 2022
Gold
Ned Gartside
Navigating accessibility and climate
2024 • Climate UX Interest Group
Marisa Bernstein
It Takes GRIT: Lessons from the Small, but Mighty World of Civic Usability Testing
2021 • Civic Design 2021
Gold
Daniel Gloyd
Designing Warmth
2025 • Rosenfeld Community
Panel Discussion: Communicating the Value of DesignOps
2018 • DesignOps Summit 2018
Gold
Holly Cole
Panel Discussion: Growing People and Teams
2018 • DesignOps Summit 2018
Gold
Ashley Sewall
Exit Interview #5: Designing My Life After Tech
2026 • Rosenfeld Community
Jennifer Strickland
Fireside Chat: How Design Addresses a World on Fire
2022 • Civic Design Community
Magdalena Zadara
Zero Hour: How to Get Far Quickly When Starting Your Digital Service Unit Late
2022 • Civic Design 2022
Gold
Jaime Creixems
Best Practices when Creating and Maintaining a Design System
2023 • Enterprise UX 2023
Gold
Alana Washington
Theme 1: Introduction and Provocation
2024 • DesignOps Summit 2020
Gold

More Videos

Alla Weinberg

"Meetings tell us what kind of conversations we are having and what kind of conversations we are not having."

Alla Weinberg

How to Build and Scale Team Safety

January 8, 2024

Elizabeth Churchill

"The creation of trust and collaboration environment has a different timescale than communication tools themselves."

Elizabeth Churchill

Exploring Cadence: You, Your Team, and Your Enterprise

June 8, 2017

Vincent Brathwaite

"AI possesses the potential to elevate healthcare diagnostics to unprecedented heights."

Vincent Brathwaite

Opener: Past, Present, and Future—Closing the Racial Divide in Design Teams

October 22, 2020

Sarah Auslander

"Civic action as proof of concept to get government moving, to get the wheels turning was really interesting."

Sarah Auslander Betsy Ramaccia Gordon Ross

Insights Panel

November 18, 2022

Yulya Besplemennova

"Gene AI can really help to speed up synthesis moments connected to textual content generation and navigation."

Yulya Besplemennova

[Demo] Stress-testing GenAI in user research synthesis

June 4, 2024

Russ Unger

"Buddy systems create leadership opportunities and a support network without changing org charts."

Russ Unger

Onboarding: The Ecosystem, not the Afterthought

November 7, 2017

Eric Shumake

"The integration of AI into clinical workflows is creating urgent demand for sharper UX thinking, not less."

Eric Shumake

Diagnosis UX: Building Influence in Healthcare Design

April 9, 2026

Sofía Delsordo

"Every project and initiative we launched has been a Trojan horse navigating through dark matter."

Sofía Delsordo Kassim Vera

Public Policy for Jalisco's Designers to Make Design Matter

December 8, 2021

Nancy Douyon

"We all want to design for scale, but empathy alone is sometimes a shortcoming when thinking about scale."

Nancy Douyon

We'll Figure That Out in the Next Launch: Enterprise Tech's Nobility Complex

June 15, 2018