Founders uploading business formation documents have no idea what "articles of organization" or "EIN verification letters" are, they created these documents years ago and forgot about them. Static help documentation wasn't working and support tickets piled up with the same basic questions.
We designed an AI-powered help panel as a solution. Users click "What's this?" next to any confusing requirement and get explanations in real-time. The system answers follow-up questions, explains why specific documents are needed, and tells users where they'd typically find them.
The design challenge was surfacing this help without cluttering the interface, so we positioned it as a persistent sidebar that appears on-demand.
Founders uploading business formation documents have no idea what "articles of organization" or "EIN verification letters" are, they created these documents years ago and forgot about them. Static help documentation wasn't working and support tickets piled up with the same basic questions.
We designed an AI-powered help panel as a solution. Users click "What's this?" next to any confusing requirement and get explanations in real-time. The system answers follow-up questions, explains why specific documents are needed, and tells users where they'd typically find them.
The design challenge was surfacing this help without cluttering the interface, so we positioned it as a persistent sidebar that appears on-demand.
