Making workspace setup easier

This modal appears early in the workflow, so clarity matters. The original wording felt heavy and uninviting, which made a simple task feel harder than it should be.

Before: modal with wordy instructions and an error that left users guessing.

Before: modal with wordy instructions and an error that left users guessing.

After: modal with cleaner guidance and an error message that actually helps.

After: modal with cleaner guidance and an error message that actually helps.

The problem

The instructions asked for too much attention, and the error message stopped users without showing them how to move forward.

The fix

Shorter text, clearer intent, and guidance that supports choosing a valid name.

What I did

A clearer path to documentation

AdminHQ is our internal tool for configuration and platform management. It had a “Need help?” link, but stakeholders worried it sounded like someone was standing by to chat. I explored clearer naming options that actually matched what users would find inside: documentation and product guides.

Before

AdminHQ UI with the original “Need help?” link that stakeholders found misleading.

AdminHQ UI with the original “Need help?” link that stakeholders found misleading.

Iterations

Image showing three rejected naming options: “Help center,” “Support articles,” and “Developer docs,” with notes explaining why each wasn’t a fit.

Image showing three rejected naming options: “Help center,” “Support articles,” and “Developer docs,” with notes explaining why each wasn’t a fit.

Final version

Final AdminHQ interface with new “Resource library” icon and tooltip replacing the original “Need help?” link.

Final AdminHQ interface with new “Resource library” icon and tooltip replacing the original “Need help?” link.

The problem

The “Need help?” link in AdminHQ suggested live support, which didn’t match the documentation it led to. Stakeholders were concerned it set the wrong expectation and distracted from core workflow tasks.

The fix

Give users a gentler, more accurate way to access documentation. A small icon with a neutral “Resource library” tooltip kept things helpful without sounding like live support was on standby.

What I did

Clarifying AutoPay empty state

This empty state kicks off the entire AutoPay experience, so it needs to make sense at a glance. I tightened the language, aligned the message with the action, and gave users a clearer idea of what they can expect.

Before: Empty state with unclear wording and inconsistent instructions.

Before: Empty state with unclear wording and inconsistent instructions.

After: Revised empty state with clearer guidance and consistent language.

After: Revised empty state with clearer guidance and consistent language.

The problem

The original message sent mixed signals. It told users to “turn on” AutoPay while the CTA asked them to “set up” AutoPay. It also used vague phrasing like “this feature,” leaving users unsure about what AutoPay would actually show once it was configured.

The fix

Create a message that confidently tells users where they are and where they’re going. I aligned the language with the CTA and gave users a simple explanation of what they’ll see after setup. The result is clearer and easier to act on.

What I did

Clarifying the Documents Tab (BizHQ+ Service Dashboard)