How I worked with two Product Managers and an AI Engineer to connect ColdTrace workflows to AI support across WhatsApp and the product platform.

ColdTrace AI began as a chatbot that could answer questions. The opportunity was to make it more useful: help users understand an issue, decide what to do next, and move into the right ColdTrace workflow.

Rather than treating AI as a separate feature, we explored how it could support real operational work across equipment monitoring, maintenance, training, service requests, and technician support.

AI Product Design B2B SaaS WhatsApp Conversational UX Operational Workflows

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ColdTrace AI connected conversational support to operational workflows across WhatsApp and the product platform.


Project snapshot

Company: Nexleaf Analytics

Product: ColdTrace AI

Role: Lead Product Designer

Core team: 2 Product Managers and 1 AI Engineer

Users: Health ministry teams, facility workers, technicians, and operations teams

Channels: ColdTrace web and mobile, WhatsApp

Scope: Workflow discovery, conversational UX, contextual support, language and location handling, escalation, and technician handoff

Status: Beta and prototype work across ColdTrace and WhatsApp


Context

ColdTrace is Nexleaf’s platform for health ministry teams managing cold-chain equipment across distributed health facilities.