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Transforming Transformations with AI

When AI buzz filled every boardroom, Adverity’s stakeholders wanted in.
At the same time, we had a backlog full of unsolved user pain.

Collage of project artefacts: support ticket chart, Copilot side panel, conversation flow tool and voice and tone guide
Collage of project artefacts: support ticket chart, Copilot side panel, conversation flow tool and voice and tone guide

The stakes were high. Tasked with bringing the first AI solution into a complex ETL platform and coming off a just-canceled project. My team and me knew this was our chance to shine.

Opportunity

What pain do our users feel most?

Where do they lose the most time?

What would actually help them feel empowered?

Our discovery started as collaboration with the UX research team, identifying opportunities from our repository using Condens app + reaching out to support team to get recurring topics in tickets.

The collected data provided us with a list of themes we prioritized. Our formula: Frequency of a pain point × Number of tier A customers (highest ARR*) mentioning the issue × KANO model weight ÷ Feasibility score (evaluated by developers) = Opportunity Score

Annual Recurring Revenue

Using the score, we ended with a shortlist of opportunities for the data science team to explore through experiments.
Following Adverity’s Discoverer process: a blend of Shape Up and Design Sprint, we focused on learning fast and so many experiments quickly reached dead ends due to insufficient data or high technical costs.

Diagram comparing delayed validation, where risk grows large, with frequent validation, where risk stays small
Diagram comparing delayed validation, where risk grows large, with frequent validation, where risk stays small

Eventually one clear winner emerged:
Data Transformations, a critical part of the ETL (Extract, Transform, Load) process, used by a broad spectrum of users, from Python-savvy experts to absolute newcomers.
Data showed that users frequently relied on extensive documentation or Adverity support for assistance.
This pain point wasn’t just common: it was strategic. Reducing support tickets was a top-level OKR tied directly to improving ROI.

Themes from research repository
Bar chart of support ticket categories ranked by occurrence, with data transformations highlighted at 51
Bar chart of support ticket categories ranked by occurrence, with data transformations highlighted at 51

Plan

Our plan seemed clear and feasible. We took an LLM (via OpenAI’s API), fine-tuned it using data from documentation and support tickets, and developed a conversational assistant.

But reality hit fast.
During early testing with customer-facing teams, data transformation experts reported frequent hallucinations. They also pointed us to the root cause: outdated documentation.

Like other internal tech debts, it had never made it to the top of the roadmap. Now it was front and center, undermining our AI and inflating support volume.

I know that feel bro meme of two figures hugging
I know that feel bro meme of two figures hugging

Pivot

We hit pause and got back to the drawing board. If documentation couldn’t be trusted, we needed a new foundation. This time, we partnered directly with internal data transformation experts. Using a simple feedback UI, they reviewed assistant responses, flagged inaccuracies, and provided corrections. Every manual label made the model smarter.
We also rebalanced the training data, giving more weight to real, resolved support tickets: ground truth over idealized help articles.

Yes, it raised the project’s complexity and cost. But investors were watching closely, and AI was still the centerpiece of our product vision. We made our case and secured extra funding.
Better yet, our revised strategy created a second benefit: expert-reviewed responses could now be fed back into our documentation, improving it in parallel.

One system. Two wins.

Example of classifying an answer
Expert feedback form showing the classifier's assigned instruction and a dropdown to pick the correct one
Expert feedback form showing the classifier's assigned instruction and a dropdown to pick the correct one

It worked!

We had traction. While the assistant wasn’t flawless, the number of cases requiring expert intervention dropped noticeably. It handled more of the repetitive, time-consuming queries freeing up our support team to focus on complex edge cases and faster response times.

Each resolved interaction became part of a continuous improvement loop. Expert-reviewed answers were fed back into the model, sharpening its accuracy. Fewer follow-up questions meant fewer API calls, which translated into lower costs and better performance.

— Efficiency improved. Precision grew. And trust followed.—

Copilot chat panel with an answer, a follow-up question and an Ask expert fallback button
Copilot chat panel with an answer, a follow-up question and an Ask expert fallback button

I have worked with Jakub on several innovative projects. He’s always eager to pioneer and take inspiration from the right places to come up with a working design. His level-headed and constructive nature enabled him to adjust to the pace of the iterative process of software development, and brought a fruitful collaboration.

Roman Gavuliak Director of Data Science at Adverity
Bar chart of monthly data transformation support tickets declining after the Copilot release
Bar chart of monthly data transformation support tickets declining after the Copilot release
Bar chart of the assistant conversion rate on the transformation creation page rising from April to June 2024

First data showing adoption (source: Zendesk, Mixpanel)

Designing for AI

Designing a conversational assistant was about crafting a personality, building trust, and setting expectations in a space full of unknowns.

I faced new challenges:

  • How do we reflect the brand’s tone of voice in the assistant’s responses?
  • How do we gracefully handle irrelevant questions or edge cases?
  • How do we signal limitations without eroding trust?

To address this, we teamed up with data scientists again this time to define a set of known data transformation intents. These acted as anchors for response quality and let us craft replies that were not only context-aware but also human in tone.

We designed fallback interactions that balanced clarity with charm. Even in error states, the assistant stayed helpful and a bit playful ;)

Voice and tone guidelines document
Voice and tone guidelines document
Design file comments discussing shorter loading copy for the Copilot
Design file comments discussing shorter loading copy for the Copilot

It was here that conversation design became a part of our design system. And it was the UX community through shared resources like shapeof.ai that guided me through unfamiliar territory. Thanks.

User: “Do you like strawberry pasta?”

AI Assistant: “That’s a creative twist! Data transformations require a dash of creativity too. What transformation can I help you cook?”

Illustration of a meat grinder turning strawberries into pasta
Illustration of a meat grinder turning strawberries into pasta

Next Level

Once the assistant launched, feedback came fast and with it, a clear direction for what came next. Users wanted more than explanations. They wanted execution.

We envisioned a future where the assistant could offer personalized suggestions and apply data transformations directly, moving from advisor to action-taker.
This step came with new challenges:

  • Trust: users needed full visibility before allowing any automated action. The assistant would have to explain its intended steps clearly, enabling users to confirm or reject them.
  • Security was non-negotiable. Because the assistant handled sensitive data, we had to guarantee strict isolation between customer environments: no overlap, no leakage.

The project moved again into the pitching phase with the vision of an assistant that not only understands your data problems, but solves them: securely, transparently, and in real time.

Figma vision board with three concepts for a more proactive, context-aware assistant
Figma vision board with three concepts for a more proactive, context-aware assistant

Early customer feedback

“Copilot makes information about data transformations easily accessible.”

“Creating custom transformations is much quicker with the Copilot.”

“A great companion to troubleshoot or sense-check data transformations.”