Netomi - Agentic Studio: One Org’s Story

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Throughout my UX career...

...I've built foundations and design systems across enterprise platforms, with storytelling at the centre of my approach. I've designed for government portals and large data-driven cloud tools, and led a UX team at Netomi from the ground up.

To learn more, including my work timeline and continual learning initiatives:

Contact

416.817.4429 | Email Me

Artwork is client-owned and shown solely for creative demonstration.

Website built and published via:

figma sites logo

Netomi - Agentic Studio: One Org’s Story

info icon

This special presentation is optimized and available for desktop only.

paul photo

Contact

416.817.4429 | Email Me

Artwork is client-owned and shown solely for creative demonstration.

Throughout my UX career...

...I've built foundations and design systems across enterprise platforms, with storytelling at the centre of my approach. I've designed for government portals and large data-driven cloud tools, and led a UX team at Netomi from the ground up.

To learn more, including my work timeline and continual learning initiatives:

Website built and published using Figma Sites

figma sites logo

Netomi - Agentic Studio: One Org’s Story

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Please read NDA statement below before review

A platform walkthrough, told as a story.

Netomi's Agentic Studio is a conversational AI platform I helped shape over three years as UX Manager. Rather than an exhaustive feature inventory, I wanted to show it the way it actually works today, from the inside, through the eyes of someone who relies on it.

Sandra Strong, a VP at Zeon Lighting with "Org Admin" platform access, is fictional. The customers she supports are too. The platform, the problems it solves, and the results it delivers aren't. Every capability Sandra touches, every improvement she notices, is grounded in real work, real users, and real outcomes. What follows is the product as it stands today, and the story of how it got here.

NDA Statement

To reduce review friction while still complying with a no-publish NDA, I've kept proprietary details private. You'll see reimagined initial screens in full; other areas purposefully use blueprint-style graphics to represent structure without exposing vital details while still supporting the story narrative. Reach out if you'd like to discuss the full product in person.

Netomi:

Agentic Studio

Conversational AI, from Org-based configuration to end-customer interactions. A platform walkthrough.

We're going to follow a fictional Org Admin at Zeon Lighting through building, testing, deploying, and managing conversational AI agents. She knows this platform deeply. She's watched it grow.

Account

Summary

AI Agents

Assigned Users

Activity Log

Global Settings

Subscription

Languages

Enabled (2)

English

80%

French

50%

Not Enabled (3)

Mandarin

15%

Spanish

15%

Dutch

15%

Languages

Enabled (2)

English

80%

French

50%

Not Enabled (3)

Mandarin

15%

Spanish

15%

Dutch

15%

120

Conversations

+3%

Last 7 days

85%

Classification

+3%

Last 7 days

65%

Deflection

+3%

Last 7 days

AI Agent Persona

Name:

Cora

Role:

Customer Support

Tone:

Professional

Generative AI Prompt:

Cora-Base-Prompt-Behaviour v. 2.0

Response Model:

ModelName v. 2.0

Classification Model:

Classification v. 3.0

Cora Support - Chat

Netomi Chat @ Zeon.com

Cora Support - Voice

Netomi Voice Agent

Email Automation

-

Pending Updates

Staging

Ready to update:

Topics

Entities

Answers

15 min remain

Production

Ready to update:

Topics

Entities

Answers

Deploy

AI Agents - Latest

Show All

Activity Log - Latest

Show All

Team Changes

My Changes

PR

05-Nov-2025, 4:29 PM

Workflow: Cancellations v2

Deleted recipe: Order Status

MS

04-Nov-2025, 2:21 PM

Workflow: Cancellations v2

Created recipe: Order Status

AL

03-Nov-2025, 1:12 PM

Prompt: Cora-Base-P... v. 2.0

Changed tone: Professional

Test Chat

PERSONA

Sandra StrongVP Customer Experience@ Zeon Lighting

Meet Sandra.

She's been running Netomi's Agentic Studio at Zeon Lighting for two years. Long enough to remember the rough edges. Long enough to appreciate how much has changed.

As Org Admin within the platform, she has the keys to the whole operation. When something improves in Agentic Studio, Sandra notices. When something still needs work, she notices that too.

Why Zeon Lighting Chose Netomi?

Zeon Lighting has been in the commercial and industrial space since 1987. Started in retail, they grew into a significant online presence and with it, a surge in web-based customer support demand.

Their website handled live agent chat and limited live agent voice calls. But as their smart lighting and IoT line took off, chat volume scaled faster than their team could. Technical questions, installation queries, product compatibility, the bulk of it landing in chat at a volume that live agents alone couldn't absorb.

The priority was clear: scale website engagement and support without growing headcount. In 2022, third-party LLM integrations weren't yet in the picture. Conversational AI was a bespoke, in-house discipline and Netomi was research-rated as one of the strongest solutions in the space. For Zeon, it was an easy call.

Sandra's Goals in Agentic Studio

Flash forward to today: Sandra owns Zeon's deployment end-to-end. As Org Admin, she can configure agents, manage escalations, and control team access directly, or delegate to her team. Either way, she's accountable for every customer interaction meeting Zeon's standards and brand voice. Response times are down, resolution rates are up, and the team handles significantly more volume without proportional headcount growth. Those early goals? Accomplished.

What keeps Zeon with Netomi is that the platform hasn't stood still. 3rd party LLM integrations, advanced CX features, agentic capabilities, evolving voice support and more.

Today, Sandra isn't just maintaining what works. She's pushing further.Let's follow along as she reviews a current chat deployment and discover how far the platform has come.

Account: Summary

Sandra logs in and lands on the all-new Summary dashboard, under Account. Everything she needs is visible — the current AI agent details, team activity, pending updates, high-level metrics, and more.

Two years ago, this administrative layer didn't exist for her. Org-level management was handled on Netomi's side, and AI agents had to be logged in via separate instances. When managing her team, Sandra submitted requests and waited. Now she has full visibility and full control.

Improvement: Org administration moved from Netomi's internal team to the customer. Faster decisions, less friction, full autonomy. The foundations of self-serve have arrived.

Account

Summary

AI Agents

Assigned Users

Activity Log

Global Settings

Subscription

Languages

Enabled (2)

English

80%

French

50%

Not Enabled (3)

Mandarin

15%

Spanish

15%

Dutch

15%

Languages

Enabled (2)

English

80%

French

50%

Not Enabled (3)

Mandarin

15%

Spanish

15%

Dutch

15%

120

Conversations

+3%

Last 7 days

85%

Classification

+3%

Last 7 days

65%

Deflection

+3%

Last 7 days

AI Agent Persona

Name:

Cora

Role:

Customer Support

Tone:

Professional

Generative AI Prompt:

Cora-Base-Prompt-Behaviour v. 2.0

Response Model:

ModelName v. 2.0

Classification Model:

Classification v. 3.0

Cora Support - Chat

Netomi Chat @ Zeon.com

Cora Support - Voice

Netomi Voice Agent

Email Automation

-

Pending Updates

Staging

Ready to update:

Topics

Entities

Answers

15 min remain

Production

Ready to update:

Topics

Entities

Answers

Deploy

AI Agents - Latest

Show All

Activity Log - Latest

Show All

Team Changes

My Changes

PR

05-Nov-2025, 4:29 PM

Workflow: Cancellations v2

Deleted recipe: Order Status

MS

04-Nov-2025, 2:21 PM

Workflow: Cancellations v2

Created recipe: Order Status

AL

03-Nov-2025, 1:12 PM

Prompt: Cora-Base-P... v. 2.0

Changed tone: Professional

Test Chat

Product Updates

There's been a release since Sandra last logged in.

The "What's New" panel greets her automatically. A clean visual overview of what's changed: new features, updates, links to help documentation and training if she wants to go deeper. If she dismisses the panel, it can always be recalled from within the Navigation's Help section.

Sandra used to find out about platform updates from a change-log email. Sometimes days after the fact. This is a welcome feature.

Improvement: Proactive in-app release communication, across an Org’s team, surfaced directly after login.

Account

Summary

AI Agents

Assigned Users

Activity Log

Global Settings

Subscription

Languages

Enabled (2)

English

80%

French

50%

Not Enabled (3)

Mandarin

15%

Spanish

15%

Dutch

15%

Languages

Enabled (2)

English

80%

French

50%

Not Enabled (3)

Mandarin

15%

Spanish

15%

Dutch

15%

120

Conversations

+3%

Last 7 days

85%

Classification

+3%

Last 7 days

65%

Deflection

+3%

Last 7 days

AI Agent Persona

Name:

Cora

Role:

Customer Support

Tone:

Professional

Generative AI Prompt:

Cora-Base-Prompt-Behaviour v. 2.0

Response Model:

ModelName v. 2.0

Classification Model:

Classification v. 3.0

Cora Support - Chat

Netomi Chat @ Zeon.com

Cora Support - Voice

Netomi Voice Agent

Email Automation

-

Pending Updates

Staging

Ready to update:

Topics

Entities

Answers

15 min remain

Production

Ready to update:

Topics

Entities

Answers

Deploy

AI Agents - Latest

Show All

Activity Log - Latest

Show All

Team Changes

My Changes

PR

05-Nov-2025, 4:29 PM

Workflow: Cancellations v2

Deleted recipe: Order Status

MS

04-Nov-2025, 2:21 PM

Workflow: Cancellations v2

Created recipe: Order Status

AL

03-Nov-2025, 1:12 PM

Prompt: Cora-Base-P... v. 2.0

Changed tone: Professional

Test Chat

What’s New?

Settings / Netomi Chat Widget

Improved

Explore the new scheduling feature for upcoming customer notifications.

Dashboard layouts

Improved

Dive into the improved Overview (home) tab, with enhanced summarization widgets.

Workflow: Copilot Builder

Beta

Learn more about new advanced AI automation tools in Workflow Builder, currently in Beta.

Enhanced Documentation

New

Explore our new in-app training videos, designed to quickly get you up-to-speed on all the latest features of Agentic Studio.

Help Docs - release notes 10.05

Got it

info icon

Remaining product graphics appear in wireframe style for NDA compliance, not lack of craft.

Account: AI Agents

Moving on from product updates, Sandra chooses to review all agent builds, deployed and in progress, along with the current in-focus agent: “Cora Support - Chat.”

This is where Zeon's deployments live. Every agent across every channel: chat, voice, email, and more. All built, configured, and managed from the same platform.

Zeon is chat-first today but is preparing to deploy multi-channel support soon, and her team is already building those solutions. The full picture is visible right here, and the infrastructure to expand is in place.

Improvement: All deployments are now visible and manageable from a single space.

Account

Summary

AI Agents

Assigned Users

Activity Log

Global Settings

Subscription

In-focus AI Agent with all high-level particulars

Account: Assigned Users

After reviewing the AI agent builds, Sandra moves to review the Assigned Users tab.Her full team is here. Roles, permissions, and section-level access, all configurable from one place. She can see who has access to what, make changes directly, and trigger a historical audit of any user's activity, opening the Activity Log filtered to that user.

Agentic Studio has evolved from a flat org to a dynamic one, with role variability that fits every job. This allowed Sandra to grow from an army of one to bringing on specialized talent for dedicated tasks.

Improvement: Added full customer-controlled team access, roles, and oversight.

Account

Summary

AI Agents

Assigned Users

Activity Log

Global Settings

Subscription

Assigned AI Agent access

In-focus user and assigned role

Account: Activity Log

Sandra moves to the Activity Log tab.

Beyond seeing all historical actions taken by her team, a feature just recently introduced to the Account section, Sandra as admin has the final say in rolling back changes to workflows, personas, actions, and more. Management is no longer reactive, but proactive.

Improvement: Admins can now see and act on all historical changes from a single panel, providing instant accountability before updates are deployed.

Account

Summary

AI Agents

Assigned Users

Activity Log

Global Settings

Subscription

User history that can be filtered and rolled back

Build: AI Persona & Tone

Sandra's team has been crafting new capabilities for their chat-based AI agent, to better shape AI response behaviour.

The AI Persona section, under the Prompt Manager, is where this work starts. As Netomi expanded to support third-party LLMs, they introduced an exposed tuning layer, giving customers a way to define the agent's voice, tone, and personality. Sandra has that now. A consistent, configurable identity, regardless of which model runs underneath. Once built, the Evaluation tab lets her test and measure performance.

Improvement: Third-party LLM support now includes tone, personality, and a safety layer. Voice stays consistent, regardless of model.

Prompt Manager

AI Persona

Evaluation

This form lets you configure tone, style, and personality traits that layer over top of your business profile. You can create and evaluate different persona versions to find the best fit for your business.

Basic

Advanced

Build: Actions

With the AI Persona reviewed, Sandra turns to the equally new Actions section, under Training, here to check in on the recent agentic enhancements made to Zeon's existing deployment by her team.

From looking up order status to triggering a return, Actions are the operational layer of the agent and the foundation of agentic behaviour. Rather than just responding, the agent acts: completing processes, moving data, resolving issues end-to-end without human intervention.

Improvement: Netomi's agentic layer gives the agent real capability, not just answers, but outcomes.

Training

Topics

Workflows

Entities

AnswerLogic

Actions

A list of ready-made and user-generated Actions / Agentic Processes

Build: Workflows

For Sandra and her team, the new enhancements to Agentic Studio didn't replace what worked.

Workflows are still here. Step-by-step instruction sets, guided logic, third-party integrations her team has spent months refining. The backbone of how Zeon's agents handle their common support paths.

The UX has sharpened too. AI-assisted auto-complete speeds up flow creation, and team annotation lets collaborators leave notes directly on flows.

Improvement: The builder now includes AI-assisted creation and in-flow team collaboration. Faster builds, fewer hand-offs.

< Workflows

Work area / Canvas

Focused node details from the canvas

Available Nodes

Build: Foundation & RAG

Every answer the agent gives has to come from somewhere.

Zeon's knowledge base holds the product specs, the FAQs, the troubleshooting guides, the foundation that gives it something true to say. Q&A pairs handle the high-confidence responses. RAG dynamically retrieves the most relevant content at query time, so the LLM responds accurately, not just fluently. Persona (new) and Prompts (new) shape the agent's voice and behavior. Actions (new) give it real capability. Workflows provide the established structure.

Improvement: With Persona and Actions in place, the agent moved from responding to resolving. Capable and on-brand at scale.

UNDER THE HOOD

User Query - Input

Prompt Assembly

RAG

Knowledge

Q&A Pairs

Personalization

Persona

Prompts (Topics)

LLM - Interpret + Decide

Capabilities

Actions - Agentic Processes

Workflows

Integrations

LLM - Build + Send Response

UNDER THE HOOD

User Query - Input

Prompt Assembly

RAG

Knowledge

Q&A Pairs

Personalization

Persona

Prompts (Topics)

LLM - Interpret + Decide

Capabilities

Actions - Agentic Processes

Workflows

Integrations

LLM - Build + Send Response

SAMPLE CONVERSATION

We’re spec’ing a dimmer solution for a 48-fixture open office install. Will the LX-400 work on 0-10V?

Retrieving from knowledge base...

AI Response

Yes — LX-400 is rated for 0-10V dimming on 120V and 277V. Min load 10W per fixture — 48 units puts you well within spec. Want the guide for your dimmer brand compatibility?

Yeah, we’re using Lutron Grafik Eye.

Retrieving integration data...

AI Response

Fully compatible with Grafik Eye QS and QSX. Want me to send the integration spec sheet and flag this for a tech review?

Yes please, this is a priority job.

Triggering Actions: send spec sheet, priority ticket...

AI Response

...

Test on Staging

Test on Production

Global Conversational Tester

Advanced features, at top, enable instant conversational response changes, without the need to leave your current screen.

Conversational Testing

Sandra decides to review output quality and consistency via the new Global Tester.

Her team used to test in pieces. Prompts validated in one section, actions checked in another. Never the full picture until something surfaced in production. And while regional testing is still available, the Global Tester brings it all together in one place.

Here, Sandra can quickly enable or disable features of the overall orchestration without leaving the panel, and even swap out certain features for on-the-fly comparison.

Improvement: Fragmented per-section testing augmented by a single end-to-end tester. Gaps caught before launch, not after.

Configure: Chat Widget & CX Features

Sandra reviews the Chat Widget configuration, under Settings. Zeon previously ran Netomi's AI through a third-party chat app, but switched to Netomi's in-house widget for its new CX features. Beyond branding, what Sandra is most focused on are the experience enhancements triggered at just the right times in the end-user’s journey: contextually-triggered offers and articles, sentiment tracking, surveys, and custom notifications.

Improvement: Netomi's chat widget evolved from a basic skin to a full CX tool. Branding blended with contextual engagement setup.

Settings / Chat Widget

In-focus configuration forms

Preview Simulator

Deploy: Staging to Live

Sandra has completed her review of the latest updates in Staging and is ready to deploy them to live. Satisfied with what she sees, she gives the final sign-off, scheduling an off-hours sync of Staging to Production.Once the process is complete, all new interactions across Zeon’s website, from desktop to mobile, will leverage the latest updates.

73%

73%

Deploy

Update scheduled for off-hours

Omni-Channel in Action

Sandra just launched Zeon's chat deployment for their mobile-first website.

•••Agentic Studio isn't limited to chat. The same platform powers messaging, email, and (most recently) voice-based AI agents. Similar base configurations for chat and voice ensure a consistent brand tone wherever the conversation happens.•••Let's now follow a Zeon customer about to interact with Sandra's website-based chat deployment.

End-customer interactions

Chat (or SMS)

Voice

Email

Meet Pete Fergus

Pete Fergus is outfitting a new commercial office space. He generally knows what he needs: smart lighting, IoT-ready, something that scales. But he wants to browse and buy while getting his technical questions answered at the same time.

So far, calls to other suppliers haven't delivered. No one could cohesively answer his questions alongside the buying process. He's turned to searching online, manually working through site after site. There has to be a better way.

Pete is frustrated. The process has been anything but simple. With Netomi's Conversational AI, it's possible.

Pete Discovers Zeon

Pete is exploring Zeon's website and products when he spots the chat widget.

He engages with Cora, Zeon's chat-based AI agent, about a specific fixture: compatibility with his existing IoT setup, availability, lead time. Through every turn of the conversation, Cora stays on track, confirming the fixture works with his current setup, checking stock, flagging lead time, then pulling the matching products together so he can act right there. Fast. Accurate. Exactly on-brand. The technical answer and the buying path, in one conversation.

Note: Outside chat, Zeon will soon deploy voice-based AI agents to close the loop on front-line multi-channel engagement.

Cora

Zeon Lighting Assistant

Cora: Hello. I’m Cora, your assistant at Zeon Lighting. How can I help?

Hi Cora. I’m looking for smart lighting solutions for my new office.

Cora: Great! Let’s start with some qualifying questions and your new office. Ready?

Sent

Cora

Chat AI

Pete Makes the Buy

Cora identified the right lighting, confirmed and compatible with Pete’s needs and scope. With his project size already in context, Cora surfaced a volume discount automatically, sealing the deal for Pete to make the bulk purchase, completed in under five minutes. Cora handled the interaction completely, without the need for handoff.Weeks later, the order arrived on time and to spec. Installation ran clean, and the office opened on schedule. Pete’s team is thrilled.

Improvement: AI answered Pete's technical questions instantly and completed the order end-to-end, no human intervention required.

Qualitative Review

Later that week, Sandra opens Conversation Viewer to review how her AI agent performed across recent customer interactions.

She finds Pete's session and reads through it. Sentiment markers. Satisfaction signals. Keyword patterns. How the agent handled each technical question. None of this existed before. Reviewing a conversation meant reading a raw transcript and inferring the rest. Now the signals sit at the surface, and patterns needing a wider view link straight to the quantitative dashboards. Sandra sees the story, not just the transcript.

Improvement: The new viewer surfaces sentiment, satisfaction, and keyword signals, making pinpoint reviews possible.

Conversation Viewer

In-focus conversational flow

Curated bi-directional flow events

Selected Interaction

Quantitative Metrics

Wanting a larger, more quantitative perspective, Sandra moves to the redesigned Overview Dashboard, where the monthly numbers tell a strong story overall.

Resolution rate up. Response times down. Satisfaction holding above target. But Sandra looks closer. There's a pattern. A cluster of questions triggering handoffs, driven by complexity or gaps in the knowledge base. From here, she can take action to close those gaps, retrain, retest, and relaunch, widening what the agent resolves on its own.

Improvement: Dashboards now highlight the right data faster, making it easier to diagnose broad issues, retrain, and relaunch.

Analytics

Metric

Focus

Status Table

Metric

Metric

Primary Metric

The AI Hand-off Scenario

Even with the best-built AI system, comprising a strong knowledge base, solid processes and guardrails, and an advanced LLM at the helm, AI agents have their limits. Some situations call for a human touch: a complex complaint, an unusual request, something automation simply can't resolve. This is where a live agent handoff comes in.

When that moment arrives, Agentic Studio escalates cleanly to a live agent working via AgentDesk, carrying the full conversation history with it. For the customer, it feels seamless. For the agent receiving it, they're already up to speed. How?...

Customer

Live Agent

Cora

Chat AI

Cora

Chat AI

Live Agent + Copilot

The live agent isn't working alone.

When the conversation lands in AgentDesk, whether the interaction is chat or voice based, Netomi's customized AI Copilot is already there. Suggested responses, relevant knowledge base content, the full conversation history visible and organized. The agent resolves the issue faster and with more confidence than they would have without it. The AI didn't solve the problem. But it made sure the human who did had everything they needed.

Improvement: Netomi continues supporting a chat or voice interaction even when the AI agent hands off the interaction to a live agent.

Copilot AI

AI Copilot

Customer

Live Agent

The Full Loop. That's Netomi.

Back to Sandra, Cora, and Pete...Agentic Studio manages every step of the conversational lifecycle. Sandra and her team configure Cora, the AI agent, to perfectly answer queries and take action as needed. In the rare event an end-customer like Pete needs a human touch, Netomi covers that handoff seamlessly, as reflected above.

Sandra and her team turn qualitative and quantitative data into continuous, targeted experience tweaks. By constantly pushing AI success metrics higher, they build a reliable ecosystem Zeon’s customers can trust.

Cora

Chat AI

Cora

Chat AI

Customer

Pete

Org Admin

Sandra