Helping people take their first step with AI

Helping people take their first step with AI

Helping people take their first step with AI

The new Microsoft 365 Copilot app brought chat, files, apps and agents into one place. I led design on its first-run experience: the first few minutes that decide whether someone comes back.

The new Microsoft 365 Copilot app brought chat, files, apps and agents into one place. I led design on its first-run experience: the first few minutes that decide whether someone comes back.

The new Microsoft 365 Copilot app brought chat, files, apps and agents into one place. I led design on its first-run experience: the first few minutes that decide whether someone comes back.

ROLE

Lead Product Designer

PRODUCT

Microsoft 365 Copilot app

SCOPE

First-run experience

SHIPPED

Worldwide, 2025

The problem

Curious, but not confident

Curious, but not confident

People were curious but hesitant. They met a new navigation, a new Home, Copilot, agents and notebooks all at once, and weren’t sure what any of it could do or where it stopped.

What we learned

Confidence first

Confidence first

We assumed the challenge was navigation. Research said otherwise: people could learn the interface, but they didn’t understand the product. Many saw Copilot and the app around it as two separate things. Animation helped show where things live, but not why it matters.

What I designed

Just enough to begin

So I designed the first run to teach one clear mental model, with just enough context to start exploring. A short tour that points to real places, steps aside when you want to explore on your own, and waits in Settings if you want it back.

01

Guide without blocking

02

Teach places, in context

03

Skip anytime, come back later

04

Don’t make onboarding tell the whole story

People didn’t need more onboarding. They needed more confidence.

People didn’t need more onboarding. They needed more confidence.

People didn’t need more onboarding. They needed more confidence.

+50%

+50%

first-run click-through

Reducing friction mattered more than adding information. Simplifying onboarding lifted click-through by 50%, and the new app shipped worldwide in 2025. Team results; I led the design behind them.

NEXT PROJECT

Making real documents with an agent

Making real documents with an agent

Making real documents with an agent