Enterprise AI · Product Design · Affle 3i · 2025–2026

Designing trust in AI-driven
campaign optimisation

Optimization AI generated accurate recommendations. The challenge wasn't correctness — it was helping account managers understand when and why to act on them with confidence.

75% of campaigns managed via Optimization AI within 6 weeks
Iris Co-pilot workspace
Role
Product Designer
Platform
Iris — Enterprise Ad Platform
Users
Account Managers & Ops Teams
Scope
Workflow · IA · Interaction · AI Decision Systems
01 · Context & Task

Campaigns ran continuously.
Optimisation did not.

Iris manages campaigns on Meta Ads Manager. Once launched, optimisation relied entirely on manual monitoring. Account managers handled multiple campaigns at once. During busy periods, monitoring slowed while campaigns kept spending.

Optimization AI generated accurate recommendations. Adoption stayed low. Not because the AI was wrong, but because acting on it felt hard to justify in environments where every decision must be defensible.

Initial brief
Add an AI recommendations tab
Discovery
The issue wasn't visibility — it was decision confidence
Reframe
Recommendations → Decision workflow
My goal
Redesign Optimization AI into a system that supported decision-making, not just insight delivery

Acting on AI felt difficult to justify — especially when decisions
must be defensible to clients and stakeholders.

02 · Key Insight

Three distinct moments. Three different needs.

Strategy creation
What campaign should I run?
Needs AI-generated strategies to compare and launch from, not a blank canvas.
Monitoring
Is performance healthy?
Needs a fast health check, not twelve metrics demanding interpretation before acting.
Active optimisation
What should I change today?
Needs actionable recommendations with reasoning users can stand behind in front of a client.
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03 · Design Direction

From recommendations
to a decision system

I redesigned Optimization AI around three modules, each supporting a distinct moment. The critical addition: strategy history. Previously, once campaigns launched, the original AI strategy disappeared. Saving it let users connect decisions to outcomes.

Before
One recommendations space
Mixed decision contexts, no structure
No strategy reference once launched
Hard to justify actions to stakeholders
After
Takeoff → Co-pilot → Status
Three modules, each a distinct decision moment
Strategy tied to performance via history
75% adoption within six weeks
04 · The Work
Module 01 of 03
Takeoff — Strategy Creation
What campaign should I run?

An AI wizard collected inputs (dates, budget, goals, conversion type, audience, industry) and generated multiple complete strategies. Users compared and launched.

Takeoff — AI-generated campaign strategies
Takeoff. AI generates complete campaign strategies ready to compare and launch.
Key feature — Strategy History
Connecting decisions to outcomes

Once a campaign launched, the original strategy disappeared. Performance graphs showed results, not the reasoning behind them. Saving strategy history created a direct link between what was decided and what happened.


Module 02 of 03
Co-pilot — Active Optimisation
What should I change today?

The core product surface, and where my design contribution most reshaped the product. Originally a flat list from a single AI agent. It quickly got overwhelming. The screen went through multiple iterations.

Phase 01 — 02
Campaign hierarchy
& agent grouping

Recommendations first organised by Campaign → Ad Set → Ad. As AI logic expanded, also grouped by agent intent (Bid & Strategy, Targeting) so users could see why a recommendation existed.

Co-pilot — campaign hierarchy view
Phase 01. Recommendations by Campaign → Ad Set → Ad.
Co-pilot — agent-based grouping
Phase 02. Grouped by agent — Bid & Strategy, Targeting.
Co-pilot — dual navigation
Phase 03. Tabs by intent + filters by campaign structure.
Phase 03 · Key decision
Dual navigation

Tabs by intent (All, Bid & Strategy, Targeting) running alongside filters by structure (Campaign, Ad Set, Ad). Users could move between strategic and operational views without losing context.

Phase 04
Manual and
automatic execution

Manual management got repetitive at scale. Auto-Launch ran actions on configurable rules (metric, action type, priority, ad set). Automation supported users instead of replacing them.

Co-pilot — manual mode
Manual mode. Current vs. suggested values side by side.
Co-pilot — auto-launch
Auto-Launch mode. Recommendations scheduled to run automatically.
Co-pilot — auto-launch configuration modal
Auto-Launch configuration. Rules by metric, action type, priority, and ad set — automation stayed visible and controllable.
Click any image to enlarge

Module 03 of 03
Status — Performance Validation
Is my campaign improving?

Status connects outcomes back to strategy decisions. Performance trends paired with strategy history. Metrics simplified to four north-stars: Total Spend, Conversions, CTR, CVR. Results build trust faster than transparency.

Status — campaign performance dashboard
Status. Four north-star metrics paired with strategy history.
Design principles

Four ideas that ran through every decision

01
Reduce cognitive load first
Clarity before intelligence. Four metrics before twelve.
02
Design for decision timing
Planning, monitoring, and optimisation are different tasks. They need different screens.
03
Show outcomes, not models
Results build trust faster than transparency about how the model works.
04
Keep humans in control
Automation supported decisions. Every action stayed configurable, auditable, and reversible.
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05 · Impact

What moved

75%
Campaigns via Opti AI
Within six weeks — from near-zero adoption to the default workflow.
Platform-wide behaviour
Audit and Analytics usage increased alongside Opti AI — a platform shift, not a feature win.
Managers acted directly within Iris — less manual validation in Meta Ads Manager
Campaigns stayed optimised during off-hours via supervised Auto-Launch
Optimization AI shifted from optional feature to primary campaign workflow
06 · What I Learned

Enterprise AI succeeds when users can
connect actions to outcomes.

Designing for AI isn't about exposing algorithms. It's about helping people know when a decision is safe to make and giving them evidence to stand behind it.

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