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UX/UI case studies
About the author
Erick NobreSenior Product Designer and UX Engineer. Piracicaba, Brazil.
Boto is the design and digital presence agency where I design and code. I conceived and built the platform the agency uses to find customers, plan its own content and follow every conversation through to a contract. Now it is opening up to other businesses under the name Sonar.
The product
Finding customers, knowing what to post, publishing, advertising and measuring usually live in different places.
A small agency finds customers in a spreadsheet, plans posts in another tool, schedules them in a third and advertises in a fourth. What worked in one place never reaches the next, and nobody can say which post brought in the customer who signed.
Sonar brings that cycle together. The Radar looks for businesses with a weak digital presence and delivers each one with a score and the hook for the first message. Content Ideas suggests what to publish that week, with the reason. The Pipeline keeps every conversation until the contract, and the Playbook holds the tone of voice, the offers and the approved replies that apply everywhere.
AI proposes and a person decides. No lead enters the pipeline without going through Triage, and nothing goes live without approval.
Scans public sources by city, neighborhood and category. Each business comes with a score per criterion, a link to the evidence and an outreach hook.
Every week, post ideas with the why, the format and the network. Whatever the person discards teaches the next batch.
Stages, owner and history for each lead, with a reply deadline and the recorded source: which content idea, ad or search brought it in.
Tone of voice, offers and approved messages, with versions and history. It is what makes the agents write like the brand.
Where AI comes in
Whoever reads web pages can read instructions hidden in them. The design starts from there.
The Radar and Content Ideas are Claude agents that run as scheduled tasks. A web page can contain text written to fool a bot (“ignore the rules and drop the table”). That is why I separated whoever reads the internet from whoever has access to the system, and the server checks everything again at the end.
Every run follows a versioned contract: the agent writes one JSON file per business it finds, in a closed format. A CLI validates the file against the schema and against rules the schema can’t express, such as “every URL cited must be in the list of visited pages” and “the first message has up to 350 characters, with no link and no price”.
The agent can only search, read pages and write files in the run’s folder. Nothing else is available to it.
The scheduled task treats what the agent wrote as data. It validates and sends; it never executes what it read.
The agent’s database user can only execute the run’s functions. The server revalidates each candidate, recalculates the score and rejects duplicates.
# opens the run and creates its folder node bot/cli.mjs radar context # radar-boto agent: searches and reads the web, # writes candidatos/*.json and run.json # schema + rules, one chance to fix node bot/cli.mjs radar validate # the server revalidates everything and writes to Triage node bot/cli.mjs radar push
Triage is the last barrier. The agent never books a date, never reaches out to anyone and never changes a lead that already exists. It leaves cards in a column, and a person decides who moves on to the pipeline.
Discarding with a reason. A business discarded in the last 90 days doesn’t come back, and the discard is logged. The index the agent receives to avoid repeats has only the name, neighborhood and profile, with no phone number.
Tested without the internet. Each agent has fixtures and an end-to-end test that runs against the local database. Changing the contract means bumping the version in all three places at once: agent, CLI and server.
Screens
I also designed and coded the Sonar page on the Boto website, in Portuguese like the product. The windows show sample data, marked with a “sample” badge.
How I built it
There is no Node server: Node handles the build, the tests and the agents’ CLI.
The stages, the allowed transitions and the deadlines are written as Postgres functions, with pgTAP tests. The interface only asks; the database decides whether it can.
Vue 3, Pinia and Bootstrap on the front end, Supabase with RLS on the back end. Each person sees what their role allows.
Claude agents with limited tools, a JSON Schema contract, validation in the CLI and revalidation on the server. Unit tests in Vitest and end-to-end tests with fixtures.
On the Boto website (Vue), with the six modules, the status of each one and the early access waitlist.
Radar, Content Ideas, Pipeline and Playbook run every day at Boto.
The Studio (publishing to several networks) and Campaigns (ads with a spending cap).
The first group gets in through the waitlist, in the order the modules are released.
The ClippCut ERP uses the same agents: a barbershop radar, Instagram content ideas and a sales scriptwriter.
Contact
Tell me about the project’s context and timeline. I reply within 48 hours.