Case study  ·  Sorba.ai  ·  Sorbot

AI guidance,
inside the workflow.

Designing trust for an LLM assistant in industrial IoT: visible reasoning, cited sources, failure states and a reminder to verify.

Role
Product Designer
Timeline
≈ 2 months
Sorbot
Sorbot’s dedicated workspace: a greeting, a message composer, four starter actions and a model selector reading Llama V3 70B Instruct
Sorbot’s dedicated workspace: composer, starter actions and model selector. Interface design shown.

01Problem

Node setup is technical.

An LLM assistant had to help without asking users to trust it blindly.

02Decision

Trust built into the UI.

Visible reasoning, cited sources, failure states and a reminder to verify.

03Result

30 → 10 min

Estimated time to configure an unfamiliar node, per the team.

ConstraintNo direct access to industrial users. I reviewed with developers from other projects and defined the usability tests below as next steps.

Context

Helping users navigate technical complexity.

IoT Unified brings together a large volume of data and many configurable nodes. The company wanted an assistant for questions about node setup and configuration. The design needed to offer help while leaving room for the task itself.

I worked from requirements set by the project manager and the heads of development. The calls on interaction, trust cues and where help appears were mine.

My contribution

  • Reviewed conversational interface patterns and adapted them to IoT Unified.
  • Designed the dedicated workspace and embedded assistant panel.
  • Designed model selection, starter actions and prompt suggestions.

This case covers the interface design: how people ask questions, choose a model and are prompted to verify responses.


Pattern research

Learning from familiar AI interfaces.

I explored ChatGPT, Gemini, DeepSeek and other AI products as references, then iterated on what could fit IoT Unified. This was a review of interface patterns, separate from research with end users.

  • ChatGPT
  • Gemini
  • DeepSeek

The design questions: how should someone begin a conversation, understand the available controls and choose a model? I adapted those patterns to questions about industrial data and configuration.

What I adapted

A familiar message composer, task-oriented starting points, a visible model selector and a reminder to verify responses.


Design decisions

Two places to ask for help.

I gave broader questions a dedicated workspace and put focused help beside node configuration. That second entry point keeps the form nearby, but it also competes for space.

Dedicated workspace

  1. Start
  2. Open Sorbot
  3. Ask
  4. Read
  5. Verify
  6. Decide what to change

Room for a broader conversation, starter actions and model selection.

Embedded panel

  1. Start
  2. Open the panel in a node flow
  3. Ask
  4. Read
  5. Verify
  6. Change the form beside it

The question sits beside the configuration form.

The panel takes space from the form, so fields can be hidden.

Intended sequence in the style of a FigJam board, not observed behavior. Verifying is an action expected of the user; the screens do not show how they check an answer.
Embedded chatbot panel open beside the Groups configuration form, with a short conversation and quick replies
  1. The form stays in view

    The Groups configuration form remains visible while the assistant is open.

  2. It costs space

    The panel covers part of the form: the Alias field and the Search box are partly hidden.

  3. A panel you can close

    The assistant opens inside the flow with a header and a close control, so it does not replace the task.

  4. Quick replies

    Suggested replies give people a starting point before they type their own question.

Embedded chat in the Groups configuration flow, annotated. Hover a number to match it with its note.

The trade-off: conversation space or task context

Dedicated assistant only Hypothetical alternative
Gives the conversation more room, but asking about a field means moving away from its configuration screen.
Dedicated + embedded Design shown
Keeps help close to the form. The panel can obscure fields, and users must understand when to use each entry point.

Retrospective comparison, not a record of tested alternatives. Whether both entry points are needed remains a validation question.

Decision 02 — Make the model choice visible

The user chooses the model.

The design exposes more than one model. I kept the selector visible in the dedicated workspace and used an explicit list of names, so the choice is available without opening settings.

Visibility does not explain which model fits a task. I would test whether people can make that choice, or need descriptions and a recommended default.

Model selector open, listing Llama V3 70B Instruct, Mixtral 8×7B Instruct, FireFunction V1 and ChatGPT 4o

Model options shown in the design. No performance ranking is implied.

Decision 03 — Give users a way to begin

Turn a blank prompt into a starting point.

The home offers starter actions, while this exploration suggests questions about channels, flows, smart rules, alerts and permissions. I used the language of IoT Unified to make the blank composer less abstract.

Each suggestion also sets an expectation about what Sorbot can answer. Those prompts still need to be checked against the assistant’s actual capabilities.

Prompt suggestions exploration: typing “Give ideas” lists five suggested questions about channels, flows, smart rules, alerts and permissions
Prompt suggestions exploration: configuration tasks become examples of what users can ask.

Decision 04 — Set expectations about AI responses

Guidance still needs verification.

I included a reminder to verify Sorbot’s responses. An answer should be checked before it informs a configuration change. Next, I would test whether users can verify an answer before changing configuration.

In-product reminder

SORBOT isn’t perfect—it’s a good idea to verify its responses.

The interface also shows what Sorbot is doing: it lists its steps while it thinks, ends answers with their sources and says so when the connection drops.

Sorbot after a question about configuring a pump: a status line reads “I’m finding the best answer for you” above a collapsed Thoughts panel

Working

A status line and a collapsed Thoughts panel show that Sorbot is working on the question.

Sorbot’s expanded Thoughts panel listing four steps, followed by the start of a numbered answer

Thought process

The Thoughts panel lists the steps (detecting intent, planning, checking the context), then the answer follows.

The end of a Sorbot answer with numbered sources, site links with icons and icon actions to listen, copy, like, dislike and regenerate

Sources

The answer ends with numbered sources, linked sites and icon actions: listen, copy, like, dislike, regenerate.

Sorbot mid-answer with a warning that reads “Oops! Looks like we lost connection. Trying to reconnect”

Connection lost

If the connection drops, the interface says so and that it is trying to reconnect.


Iteration & peer review

Reviewing beyond the project team.

The project took approximately two months. I invited developers from other, unrelated projects to review the design as I iterated, which gave me an outside read on the interface before it shipped.

Reviewer feedback → design changes

REVIEW 1

Show where answers come from

Raised

The reviewers asked where the information in an answer comes from.

Changed

Answers end with numbered sources and a Learn more row of linked sites with their icons.

Sorbot’s expanded Thoughts panel and the start of a numbered answer
The answer, after the Thoughts panel.
The end of a Sorbot answer with numbered sources and linked sites with icons
The answer ends with its sources.

REVIEW 2

Icons instead of names

Raised

The reviewers asked for icons instead of names to choose where Sorbot searches, and for other controls.

Changed

Each source first showed a short name next to its icon, which worked while there were few. As more were added, I kept only the icons, as ChatGPT and Claude do. The menu opens to each source’s name, a short description, its icon and a toggle.

The Sorbot composer: source choices are icons only (library, knowledge base, web) in a menu button, with the data tools beside them
Source choices in the composer are icons only.
The sources menu: Web, SORBA Knowledge Base and Enterprise Library, each with an icon, a short description and a toggle
The menu shows names, descriptions, icons and toggles.

Design outcome & next steps

Two ways to ask.
Next: validate with users.

The design work brings together a dedicated assistant, chat within a node flow, model selection and starting prompts.

Sorbot is in use at Sorba.ai, and it can be tried through the Sorba trial, which is limited until a paid plan. The trial requires signing up and downloading the demo, so there is no public live link. I no longer have access to the product, so I have no usage data to share.

Before Sorbot, configuring a device or node meant leaving for the documentation or Sorba University tutorials, or asking support. Now people ask in the flow and Sorbot answers from the documentation, with its reasoning and every source visible.

My estimate, from working with the team: about 30 minutes to configure a node you don’t know, and about 10 with Sorbot. It is an estimate, not a measurement; configuration success and support needs are what I would measure next.

2

assistant surfaces designed

≈2

months of work

30→10

minutes to configure an unfamiliar node (my estimate)

Before Sorbot, configuring a node you didn’t know could take around 30 minutes between the documentation and support. Now you ask inside the configuration and it explains how to fill in the device or node, in about 10.

Roberto JimenezUI and Backend Developer at Sorba.ai

What I would test next

Proposed tasks. I would use representative configuration questions and check the answers independently.

  1. Find help during setup

    Ask someone to resolve a configuration question. Watch which entry point they choose and whether the panel blocks fields they need.

  2. Explain the model choice

    Ask them to identify the active model and explain what they expect from another option. Look for uncertainty before adding more controls.

  3. Check an answer before editing

    In a test environment, observe whether they can spot an incomplete answer, verify it and make a deliberate change. Record where the interface gives too little help.


Reflection

A familiar chat UI is only the starting point.

My next priority is to test how users choose a model and verify an answer during configuration.

I would bring industrial users in earlier and test one configuration task end to end before expanding the interface. That would help me decide which prompts, model controls and response states earn their place.


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