Super Ambassador Dashboard
An agentic AI copilot that compresses 45 minutes of pre-call UHNW member research into 5 — designed with deliberate AI placement: AI runs behind the glass, the ambassador owns the conversation.
// context
Exclusive Resorts is an ultra-luxury private membership club (4,000+ UHNW families). Ambassadors are the human relationship layer for those families — expected to know every detail before picking up the phone. Pre-call research was happening manually across multiple systems and consuming roughly 45 minutes per call.
// the design decision
The agentic challenge was about placement. The Pre-Call Brief generates predicted call purpose, talking points, and a "what's changed since last contact" summary; the ambassador reads it, then picks up the phone. The AI is never visible to the member. That boundary was the central design decision, not an afterthought.
// AI as copilot, not replacement
The product philosophy is explicit: AI is the ambassador's copilot, never the member-facing voice. Members talk to ambassadors. Ambassadors are made faster and better-prepared by a system that surfaces context, predicts intent, and ranks options behind the glass. This is the constraint that shaped every screen — and the boundary that made stakeholder approval straightforward, because the brand promise stays intact.
// solution
- Pre-Call Brief — agentic core: predicted purpose, talking points, "what's changed" summary in the first 60 seconds.
- Member Portfolio — 360° view: family, preferences, trip history, interaction logs.
- Trip Planning — drag-and-drop itinerary builder; AI ranks homes against the member's preference profile.
- Analytics — Operations / Health / Executive dashboards from one underlying data model, with CSV / PDF export for reporting.
- Enterprise auth from day one — Auth0 + SAML SSO in the pilot, not a placeholder.
// pilot scope discipline
The pilot ships on a 15-profile mock data layer — not a half-wired live integration. TanStack Query against typed mocks today, live API tomorrow, with no surface rewrite required. Shipping the experience first (behind enterprise SSO) lets ambassadors validate the workflow without waiting on backend coordination — and the swap path stays clean.
// outcome
- 45min → 5minPre-call research compressed roughly 9× — that gap is the core product outcome.
- "AI behind the glass"Member-facing brand boundary held through every stakeholder review. The constraint is the feature.
- pilot liveFour-surface ambassador console behind Auth0 SAML SSO on a 15-profile mock data layer.
- clean swap pathTanStack Query against mocks today; live API tomorrow without rewrites.
