Agentic experiences in Microsoft Azure Cost Management

Agentic experiences in Microsoft Azure Cost Management

Targeting non-technical and budget-conscious Azure users, I designed an AI agent that automated 70% of user's cost optimization process, and guided them to make smarter, more cost-effective decisions.

Timeline

June - September 2025

Role

UX Design Lead, UX Research

Collaboration

Azure Growth Experience team: Designers, Researchers, PM, Engineers

CONTEXT
CONTEXT
CONTEXT

Located on the Microsoft Azure portal, it's a tool that helps users track, manage, and optimize their spending on cloud services.

It offers insights to help users stay within budget and reduce unnecessary costs.

TARGET USERS

Non-technical, Budget-conscious Users

TARGET USERS

Non-technical, Budget-conscious Users

While anyone can be a user of Azure, those who experience the most problems are:

Students & individual users

Startups & small businesses

Compared to other Azure users, they have…

Limited budget 💵

They are extremely mindful of their spending.

Limited experience 💻

They need guidance and support with cloud cost management.

Limited resources ⏳

They prioritize speed, autonomy, and simplicity.

users are interested in AI-based cost optimization suggestions.

"Use AI to suggest cost-saving measures automatically, such as recommending the most cost-effective configurations, or identifying underutilized resources based on selected services."

(A startup developer)

How Might We…

…design an agentic experience that helps users make cost-effective decisions on Azure and autonomously optimizes their cloud spending?

…design an agentic experience that helps users make cost-effective decisions on Azure and autonomously optimizes their cloud spending?

The design process in a nutshell

6

6

iterations from sketches to high-fidelity

6

6

design critiques

8

usability testing sessions with diverse users

~25

sources for reference

20+

stakeholders & collaborators

3

new solutions contributed

IDEATION

Think outside the (chat)box

IDEATION

Think outside the (chat)box

IDEATION

Think outside the (chat)box

"Push the boundaries and go beyond the existing patterns. Just be creative."

This is what my mentor told me on our first meeting. I was the first designer on the team to focus on building AI features for Cost Management specifically. Given the creative freedom, I explored how AI could be integrated naturally across the site and exactly where users need it, instead of making them turn to the chatbot for help.

Cost Optimization User Flow

SOLUTION #1

Cost Simulator to make more informed decisions

SOLUTION #1

Cost Simulator to make more informed decisions

SOLUTION #1

Cost Simulator to make more informed decisions

Cloud users who are mindful of their spending need clear visibility into pricing whenever purchasing or modifying services.

With Cost Simulator, users can enter an action they plan to take on the portal and visualize potential cost changes before moving forward.

Previous iteration
Final iteration
Previous iteration
Final iteration
Previous iteration
Final iteration

What else can Copilot Agent do beside generating cost simulation?
What makes it different than regular chatbots?

SOLUTION #2

Human-in-the-loop AI interaction

SOLUTION #2

Human-in-the-loop AI interaction

SOLUTION #2

Human-in-the-loop AI interaction

Beside passively answering user's questions, the AI Agent in Azure Cost Management can autonomously suggest ways to optimize costs whenever possible, and directly make changes to cloud services with the user’s approval.

This feature is especially helpful for users who are new to Azure, lack cloud experience, or simply don’t have the time to manage cost optimization themselves.

The core priority of the process was to help users build trust with AI and feel more comfortable using AI features by maintaining transparency and human control.

Users have the ability to…

Preview the process AI will be taking before starting the task

Monitor, stop, or take control from AI in real time

Chat with AI to clarify confusion and provide feedback

SOLUTION #3

Personalized all-in-one Homepage

SOLUTION #3

Personalized all-in-one Homepage

SOLUTION #3

Personalized all-in-one Homepage

Another design problem with the Cost Management portal is the distribution and organization of content.

Most pages on Cost Management

❌ Packed with a massive amount of data and information

❌ Highly technical and complex content

The current homepage

❌ Fails to capture the most important, relevant information to users

❌ Provides generic and introductory resources like tutorials, which are mostly for first-time users

In order to redesign the homepage, I reviewed internal research findings and consulted other designers to identify the types of information users see the most on the portal.

I focused on making the page simple, personalized, and actionable. Looking at the homepage, users should be able to immediately grasp their spending habits and how to optimize their costs.

In order to redesign the homepage, I reviewed internal research findings and consulted other designers to identify the types of information users see the most on the portal.I focused on making the page simple, personalized, and actionable. Looking at the homepage, users should be able to immediately grasp their

In order to redesign the homepage, I reviewed internal research findings and consulted other designers to identify the types of information users see the most on the portal.I focused on making the page simple, personalized, and actionable. Looking at the homepage, users should be able to immediately grasp their

Newly designed Homepage
IMPACT & USER FEEDBACK

Users make better decisions and get the tasks done more quickly

IMPACT & USER FEEDBACK

Users make better decisions and get the tasks done more quickly

IMPACT & USER FEEDBACK

Users make better decisions and get the tasks done more quickly

I tested the prototype with 8 users from diverse backgrounds—including students and tech professionals—with varying levels of cloud experience (beginner to intermediate) and from different regions across America, Europe, and Asia. The outcome was promising.

87%

Participants said the user flow was easy to comprehend, and the visual design and content were intuitive

70-75%

of the user process was automated by Copilot Agent, which gave users ease of mind

“The Cost Simulator feature shows me how my expenses would be impacted if I changed my services, which enables me to make informed, cost-effective decisions on Azure.”
“I love how I can interact with AI right in my main workflow on the portal without opening a sidebar or a fullscreen chat. It helps maintain the Cost Management context and a centralized user process.
“Azure is a complex platform with lots of features I don’t know, so it’s great to have an AI agent get the tasks done for me, instead of just answering my questions like a chatbot. And I love that I have control over the AI!”

At the same time, I also received some valuable constructive feedback that could help me and the team improve the design further:

  • The transition between tabs and subpages under Cost Overview could be confusing

  • Some features/ buttons were vague or not noticeable

  • Some text content is lengthy

REFLECTION

What I learned as a Designer

REFLECTION

What I learned as a Designer

REFLECTION

What I learned as a Designer

Responsible AI

Being assigned to work on an AI-first project, I always reminded myself the most important goal was to remain user-centric and make sure my AI-powered design could solve user problems.

Think outside the box

As a designer, I’m often encouraged to follow the design systems, but in this project, I was given the creative freedom to explore new design elements. This experience taught me to take bold steps beyond the patterns I had limited myself to, create something new, and demonstrate its usability to the team.

Two-way collaboration

As a young designer, I’ve always seen collaboration as a way to learn from others and get feedback on my work. But this project showed me that my ideas could also contribute to others’ projects and inspire them. My design turned out to be more influential than I expected!

THE PEOPLE <3

Summer in the Pacific Northwest

THE PEOPLE <3

Summer in the Pacific Northwest

THE PEOPLE <3

Summer in the Pacific Northwest

Although this was my second internship with Microsoft, the experience didn't remain the same. I worked on a different product space, had a new manager and some new team members, and even got to connect with some of them in an in-person summer party! I learned a lot from this half-new-half-familiar internship experience.

©
Kaylie Nguyen

2026

©
Kaylie Nguyen

2026

©
Kaylie Nguyen

2026