← All work

Verizon · AI · Telecom · Sponsored project

Explaining the bill: AI for billing transparency

"Why is this bill $50 more than last month?" Customers can't get a simple answer from phone providers today. The AI Bill Summary explains each change in plain language, and 87.5% of testers were satisfied.

Role
Project manager, UX researcher & designer
Team
7 interdisciplinary designers (UX, UI and more)
Project type
Consumer-facing mobile app
Timeline
16 weeks

Overview

Verizon customers struggle to find billing details, make sense of the numbers, and get past the jargon. A team of seven interdisciplinary designers (UX, UI and more) partnered with Verizon's Experience Design team to answer one question: how can AI improve the way customers understand their bill?

Over 16 weeks the team researched the problem across four carriers, designed an AI-powered bill experience, and tested it with 16 people in a Figma prototype. The work moved from open exploration to one focused bet: make the bill explain itself.

The Problem

“Why is my bill $50 more than last month?” Sarah, account holder on a family plan

Verizon bills mix taxes, device payments, and one-time fees, and customers can't tell what changed or why. Confusion leads to frustration and support calls. The AI help that exists today gives generic answers that aren't tied to the bill and sends people to broad FAQ pages, so the charges stay unexplained. As one customer put it: "If I can't understand my bill, I'll just switch providers."

9:41●●● ▮
V
Hi Sarah, I'm Verizon's virtual assistant. How can I help?
Why is my bill $50 higher?
V
Here are some billing FAQs that may help.
Understanding your billHow do I read my bill?Why did my bill change?
Type a messageWhy is my bill $50 higher?➤
MeMobileHomeShop Support
Sarah asks why. Verizon sends her to the FAQs.

Process

Milestone 1Exploration

The project began with a broad question about AI in customer service. Interviews, reviews from other carriers, and a heuristic evaluation of Verizon showed the same thing: the biggest frustration was not understanding the bill. That narrowed the focus and gave the team a clear question to design for.

Click a layer to see more.

Milestone 2Where does billing break down?

With the problem scoped, the next step was to see where billing breaks down for real customers. Comparing six billing apps showed competitors explaining bills in plain language while Verizon does not. Cognitive walkthroughs showed testers could find the bill in seconds but not explain it, stuck on unclear numbers and jargon. Interviews and journey maps showed the rest: support often cannot explain a changed bill either, and long holds make people avoid calling.

Changes go unexplained
People on the phone normally can’t explain why the price is what it is.
Customer interview

In interviews, customers described bills they couldn’t explain, and said even support often couldn’t either.

Blame is unclear
Four lines, and I can’t tell which one made my bill go up.
Cognitive walkthrough

Testers found the bill quickly, but the breakdown never showed which line or person drove the increase.

Jargon gets in the way
If I can’t understand my bill, I’ll just switch providers.
Competitive analysis

Rocket Money, Xfinity and T-Mobile show totals and sections. Google Fi was the one that said why, in plain words.

Key insight

Customers need to know what changed and who caused it, in words they understand. So the bill explains each change in plain language and breaks it down by member.

Designing for Sarah

The findings pointed to one person in particular: someone who manages a shared plan. When a bill covers several people, “what changed” and “who caused it” get harder to answer. Sarah, an HR consultant paying for four lines, became the primary persona.

Persona card for Sarah Smith, 42, HR consultant managing a family plan with four lines

Milestone 3Design & testing

The team sketched in short rounds, then consolidated the strongest ideas into one direction on a whiteboard and built mid-fidelity screens in Figma. 10+ screens were tested with 16 participants, using A/B comparisons and think-aloud walkthroughs.

30+ sketches
Sketch of a four-screen flow from bill overview to a PDF with AI flagsSketch exploring pie, line and bar charts plus an FAQ listNotebook sketch of a bill that opens to a per-person breakdown with an AI summarySketch of a color-coded bar by device that opens to line details
↓the strongest ideas, merged on the whiteboard
Whiteboard sketch of Bill Breakdown, Bill PDF and the AI Bill Summary sheet

User testing

Testing ran throughout every phase of the design process, first on sketches and then on mid-fidelity screens, with the designs refined between rounds. The goal was 80% user satisfaction.

10+screens tested
16participants
20–30minute think-aloud
sessions
A participant tapping through the prototype on a tabletA participant walking through a sketch on a tabletA participant testing the prototype on a tabletTesting on sketches and on the prototype
ScreenVersion AVersion B
Home

AAI shortcut in the top strip

BStandard navigation only

Bill Breakdown

ABar chart above the AI summary

BAI summary first, chart below

By member

APie chart above the FAQ

BFAQ above the pie chart

Bill PDF

AFloating AI button over the PDF

BLink in a banner above it

AI Bill Summary

ABottom sheet over the PDF

BFull-screen modal

How the tests were run

Each screen compared two versions that differed in a single element, so it was clear what caused a preference. The version each participant saw first was switched, so one did not bias the next. The 80% satisfaction goal was set before testing began, and participants were asked to think aloud to reveal the reason behind each choice.

What testing showed

Testers preferred the simpler, more visual layout with a clear hierarchy. Between rounds, task times dropped and fewer people needed prompting.

The Solution

The solution is an AI bill explainer, not a chatbot. It lives inside the bill Sarah already knows and tells her what changed and why, in plain language, using her own account. It is not meant to replace a customer service agent. It answers the question people usually call about, so a call is only needed when something really needs a person.

Here is how Sarah uses it.

Compare the original Figma frames with the final prototype screens.
01

Notice the change on Home

Sarah sees her bill is up $50.01. A sparkle shortcut and a “What changed” button sit right beside the number, so the answer is one tap away and she does not have to call. This is the “never block a human” idea: the AI sits beside the bill, not in front of support, because many people fear AI will keep them from an agent.

9:41●
verizon⌕
Welcome back.
Thank you, Sarah, for being a loyal customer for over 11 years.
✦Profile & settingsMy offersBill overview
Auto Pay is on
Your bill is $282.82
↗ $50.01 more than last month
Payment will process on 2/6/26
Manage Auto Pay✦ What changed
$18.05 total savingsReview savings on your bill from Dec 29 - Jan 28.
My Offers
Save on new lines, upgrades, and more.
MeMobileHomeShopSupport
Figma: Home with the Bill Breakdown shortcut
The answer starts on Home
02

See who caused the change

The Bill Breakdown opens with the trend and a short AI summary, then scrolls down to a per-member split and the biggest change. The literature review found people trust automation more when it gives reasons, so every change shows who, what and when. Complexity breeds distrust, so the trend is one small chart.

9:41●●● ▮
Your Current Balance
$282.82 ↗ $50.01
Payment will process on 2/6/26
Pay BillManage Auto Pay
Monthly Overview
Oct$232.81Nov$232.81Dec$232.81Jan$282.82
✦ AI Bill Summary

Your bill went up because Kara made an international call, Ava upgraded her phone, and every line increased $5 at renewal.

View full AI breakdown →
How can I lower my bill?⌄
Why did my bill change?⌄
What are surcharges & fees?⌄
By Member
  • Kara 28%
  • Ava 28%
  • Sarah 22%
  • Lizzy 22%
✦ Change by member

Sarah +$5.00 · renewal
Kara +$19.66 · call + renewal
Ava +$20.35 · phone + renewal
Lizzy +$5.00 · renewal

View full AI breakdown →
MeMobileHomeShopSupport
The trend and the AI summary, up top
9:41●●● ▮
MeMobileHomeShopSupport
Figma: Bill Breakdown
Who drove the change, further down
03

Ask about any charge

The familiar PDF stays. One tap on the sparkle opens the AI Bill Summary, which explains why the bill changed in plain language. You can then ask anything about it. The PDF stays because complexity breeds distrust and familiar things feel safe. Answers are labeled “Written by AI from your bill” and note that taxes and fees are included, so nothing is hidden.

9:41●●● ▮
verizon
SARAH M. LEE
123 MAPLE AVE
ANYTOWN, IN 46000
Account: 123456789-00001
Invoice: 1234567890
Billing period: Dec 29 - Jan 28
Questions about your bill?
verizon.com/support
800-922-0204
Snapshot of your bill
Balance from last bill$0.00
This month's charges$282.82
Total due on Feb 6$282.82
verizon
Please see back for instructions on writing to us.
Bill date Jan 28, 2026
Account number 123456789-00001
Total Amount Due$282.82
||| ||||| || ||||| |||| ||| ||||| ||
verizon
Account: 123456789-00001
Billing period: Dec 29 - Jan 28
Your January bill is $282.82
Bill summary by line
Sarah's Phone 3390$63.20
Kara's Phone 2417$77.87
Ava's Phone 5833$78.55
Lizzy's Phone 4036$63.20
MeMobileHomeShopSupport
NEW✦
The familiar PDF, with AI one tap away
9:41●●● ▮
verizon
SARAH M. LEE
123 MAPLE AVE
ANYTOWN, IN 46000
Account: 123456789-00001
Invoice: 1234567890
Billing period: Dec 29 - Jan 28
Questions about your bill?
verizon.com/support
800-922-0204
Snapshot of your bill
Balance from last bill$0.00
This month's charges$282.82
Total due on Feb 6$282.82
verizon
Please see back for instructions on writing to us.
Bill date Jan 28, 2026
Account number 123456789-00001
Total Amount Due$282.82
||| ||||| || ||||| |||| ||| ||||| ||
verizon
Account: 123456789-00001
Billing period: Dec 29 - Jan 28
Your January bill is $282.82
Bill summary by line
Sarah's Phone 3390$63.20
Kara's Phone 2417$77.87
Ava's Phone 5833$78.55
Lizzy's Phone 4036$63.20
MeMobileHomeShopSupport

✦ AI Bill Summary ✕

Your bill is up $50.01
Here is what changed:
Kara · International call1/12/26$14.66
Ava · New device paymentPhone upgrade$15.35
Every line · Renewal4 lines x $5 at renewal$20.00
Taxes and fees are included in these amounts.
Were taxes included?
Yes. Taxes and fees are already part of every charge, so $50.01 is the full change.
Written by AI from your bill.
Ask me anything about your bill…
Figma: Bill PDF with the AI Bill Summary button
The AI explains the line, and you can keep asking
04

Tap any line

Tapping a line on the bill opens the same sheet for that line, so you can see exactly what changed on it and ask about it. The AI explains in short, plain sentences, and the support number stays on the bill if Sarah would rather talk to a person.

9:41●●● ▮
verizon
SARAH M. LEE
123 MAPLE AVE
ANYTOWN, IN 46000
Account: 123456789-00001
Invoice: 1234567890
Billing period: Dec 29 - Jan 28
Questions about your bill?
verizon.com/support
800-922-0204
Snapshot of your bill
Balance from last bill$0.00
This month's charges$282.82
Total due on Feb 6$282.82
verizon
Please see back for instructions on writing to us.
Bill date Jan 28, 2026
Account number 123456789-00001
Total Amount Due$282.82
||| ||||| || ||||| |||| ||| ||||| ||
verizon
Account: 123456789-00001
Billing period: Dec 29 - Jan 28
Your January bill is $282.82
Bill summary by line
Sarah's Phone 3390$63.20
Kara's Phone 2417$77.87
Ava's Phone 5833$78.55
Lizzy's Phone 4036$63.20
MeMobileHomeShopSupport

✦ AI Bill Summary ✕

Kara's line is up $19.66
Here is what changed:
International call1/12/26$14.66
RenewalEvery line went up $5$5.00
Taxes and fees are included in these amounts.
Ask me anything about this line…
Figma: AI Bill Summary for one line
Tap any line to see what changed on it

Results

The AI Bill Summary significantly improved how well users understood their bill, and users consistently preferred simpler, more visual layouts. Some users also wanted a real human for specific follow-up questions or to report a problem, like a plan price they didn’t know went up. Adding one could raise satisfaction further.

Satisfaction87.5%

14 of 16 participants were satisfied with the AI Bill Summary.

Above goal+7.5 pts

The goal was 80% satisfied. The result was 87.5%.

Measures of success

Improve efficiency.

The AI sits directly in the billing flow, so answers come from the user's own bill and common tasks take fewer steps.

Enhance usability.

The 80% goal was met, with 87.5% satisfied. Each test round simplified the layout and navigation.

Build trust.

The AI explains what changed and why, with consistent, specific answers instead of generic ones.

Deliver on time.

Short sprints, weekly goals and frequent check-ins kept every milestone on schedule.

Impact & learnings

My impact

LeadershipLed the team, faster with AI

As project manager, I kept seven designers aligned through phase champions and weekly client check-ins. I used AI to draft plans and timelines, summarize meetings, and turn action items into tasks, which cut my planning and admin time by roughly 40%.

ResearchDrove the research

I helped run customer interviews, a heuristic evaluation, and a competitive analysis. AI-assisted synthesis took raw interview notes to clear themes in less than half the time it took before.

StakeholdersWon client buy-in

I pitched the team’s direction to Verizon and turned their feedback into changes at each milestone.

TestingProved the concept

I planned and ran usability testing with 16 participants.

What I learned

Research lands as a recommendation.

Pitching to a client works best when the findings are framed as one clear direction.

Ownership needs a name.

Naming a champion for each phase made it clear who owned what.

Plan early, then pivot.

Spending the first four months on planning surfaced risks early, so the scope could narrow to billing without losing time.

Other disciplines sharpen the work.

The BIM specialist's insights made the user testing sharper.

How I worked faster with AI

The project was about AI, so I made it part of how the team worked too. As project manager, I built AI into the workflow in four places.

Plans and timelines

AI drafted the project plan and milestone timelines, which I refined with the team.

~2 dayssaved over the project
Summaries and action items

AI turned meeting notes into summaries and action items, so every member left each meeting knowing their next step.

1–2 hrssaved every week
Themes from raw findings

AI helped cluster interview and review findings into themes, which were verified against the source quotes.

>50%faster synthesis
Consistent status updates

AI kept status updates and client check-in notes consistent across the team and the client.

Minutesinstead of an afternoon

Limitations & next steps

Limitations
Next steps

Navigation was unclear. Navigation clarity and task flow still need work.

1Fix the navigation issues found in testing.

Testing used sample numbers. Participants saw made-up bill data, not their own.

2Test with real bill data instead of sample numbers.

Human support wasn’t designed. There wasn’t time to define when a human should step in, though some users wanted a real person for specific follow-up questions or to report a problem, like a plan price they didn’t know went up.

4Define when human support steps in to answer follow-up questions and handle reported problems, which could raise satisfaction further.