Post on 23-Jan-2018
If I was to start a new chatbot project tomorrow I would ...
Elvia Vasconcelos Senior Designer @SapientRazorfish_
@ElviaVasc
Elvia Vasconcelos @ElviaVasc
Hola
Elvia Vasconcelos @ElviaVasc
Context
GoalA practical toolkit ---> If I was to start a new chatbot project tomorrow I would...
ContextDiscuss UX tools and methods in the context of conversational interfaces.
Secret project3 x Sprint Chatbot POC
Talk@LadiesThatUX meetup
Internal talks@SapientRazorfish_ 2x
You are here
Elvia Vasconcelos @ElviaVasc
Agenda
1. Before you start
2. Understanding Artificial Intelligence
3. Tools
4. Interaction Design
5. *Bonus* Challenges for you
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Before you start
Elvia Vasconcelos @ElviaVasc
Designing for Chatbots Part I
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Be critical
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Team
No content strategist or copywriter
Elvia Vasconcelos @ElviaVasc
What is the problem you are trying to solve?
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Understanding the field of AI
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Elvia Vasconcelos @ElviaVasc
Elvia Vasconcelos @ElviaVasc
Developer
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Elvia Vasconcelos @ElviaVasc
Elvia Vasconcelos @ElviaVasc
Elvia Vasconcelos @ElviaVasc
Glossary on evernote
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Come up with an Intent structure as a team
Elvia Vasconcelos @ElviaVasc
ID IntentUser says Action Response Contexts
“Example”Natural language
@Entity @Event Action name
Parameter value
Text response Rich Message
Image Card Quick reply
A2 “How many hours of sleep did I get last night?”
@sleep...
- Sleep Time
timeunits - Hours, minutes, seconds
“Last night you got <hours of sleep> of sleep.”
- - More nights
Add “example” synonym
Add Entity synonyms e.g. Snooze, rest, time in bed, nap, doze
Elvia Vasconcelos @ElviaVasc
ID IntentUser says Action Response Contexts
“Example”Natural language
@Entity @Event Action name
Parameter value
Text response Rich Message
Image Card Quick reply
A2 - Morning<rules>
Sleep Time
same Morning, Alex. Hope you are feeling rested, you slept 10 hours yesterday.
- - - Last nightFirst opening app
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Tools
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Process is led by copy and logic
Elvia Vasconcelos @ElviaVasc
Tree map Excel for copy :( Js file to update copy
Artifacts
Elvia Vasconcelos @ElviaVasc
Popular bot tools
https://www.motion.ai/ - visual �
Bot.store - templates
Botkit Studio - Content Management, Libraries
and analytics
Chatfuel - facebook messenger no coding
Twine - OpenSource, stories
Wit.ai - NPL
Api.ai - NPL
Botwiki - Catalogue of bots, tools and tutorials
Botlist - Catalogue of bots
Tools on evernote
1. Bot tools
Elvia Vasconcelos @ElviaVasc
Popular decision tree tools
Omnigraffle
Xmind
Coggle
Mindnode
iThoughtsX
*Bonus*
Visual vocabulary + legend
Highlight paths e.g. happy path, user testing,
what is built, sprint planning
2. Decision tree tool
Jesse James Garrett Visual Vocabulary
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Popular writing tools
Omnioutliner
3. Writing tool
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Pick your tools (have some alternatives up your
sleeve)
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Interaction design
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Basics first
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Interaction Design
1 Starting the conversation & Empty states
2 UI Elements
3 Generic intents
Elvia Vasconcelos @ElviaVasc
Starting the conversation
Empty State
What are the barriers to starting a conversation?
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Starting the conversation
State a clear purposeExplain how to use it
Elvia Vasconcelos @ElviaVasc
Design for empty states
http://emptystat.es/
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“A good empty state is clear, concise and prompts users to take action in a
meaningful way”@nancyduan “Designing Conversational UI with Information Architecture — Part 4”
Elvia Vasconcelos @ElviaVasc
Experience design challenges
1 Starting the conversation & Empty states
2 UI Elements
3 Generic intents
Elvia Vasconcelos @ElviaVasc
Text elements
Source http://blog.invisionapp.com/guide-to-chatbots/
Elvia Vasconcelos @ElviaVasc
Media elements
Source http://blog.invisionapp.com/guide-to-chatbots/
Elvia Vasconcelos @ElviaVasc
Motion
Typing indicator Autocomplete (when appropriate)
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UI Elements
Type here
CardsImages, gifs, PNG
Action buttons
Text replies
Quick replies
User says
Menu & Type
Elvia Vasconcelos @ElviaVasc
Create a library of UI elements (and think of motion)
Elvia Vasconcelos @ElviaVasc
Experience design
1 Starting the conversation & Empty states
2 UI Elements
3 Generic intents
Elvia Vasconcelos @ElviaVasc
Generic intents
Errors
Help
Recovery
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Errors
Design for errors
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Help
Offer help If at any point you feel the need to speak to someone, you can do so via:- Chat to a live agent- Call- Email
I need to speak to someone
Elvia Vasconcelos @ElviaVasc
Recovery
Offer ways to start againAt the endAt the endIdle for x minutesWhen request has been IdentifiedBefore you startDuring
Any other thing I can help you with?
NoYes
Allright. See you next time
Ask me anything by typing simple keywords.
Elvia Vasconcelos @ElviaVasc
Plan your sprints with a balance of generic intents and specific intents
Elvia Vasconcelos @ElviaVasc
Wrap up
Elvia Vasconcelos @ElviaVasc
What is the problem you are trying to solve and why is a conversational interface the right fit?
Elvia Vasconcelos @ElviaVasc
Understand key concepts on AI + Intent structure
Elvia Vasconcelos @ElviaVasc
Pick your tools
Elvia Vasconcelos @ElviaVasc
Nail the basics first
Elvia Vasconcelos @ElviaVasc
Clear, concise and actionable empty states
Elvia Vasconcelos @ElviaVasc
Create your UI Library
Elvia Vasconcelos @ElviaVasc
Balance of generic + specific intents
Elvia Vasconcelos @ElviaVasc
*Bonus*Challenges for you
Elvia Vasconcelos @ElviaVasc
Is this enough?#ClassicUXResearch5 users every 2 weeks
HypothesisCompletion rateSatisfaction rate
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Discovery for voice
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Designing generative systems
Elvia Vasconcelos @ElviaVasc
Thank you!
@ElviaVasc
elvia.vasconcelos@gmail.com
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Elvia Vasconcelos @ElviaVasc
Get in touch
@ElviaVasc
elvia.vasconcelos@gmail.com
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