Elvia Vasconcelos, Experience Design for Chatbots

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Transcript of Elvia Vasconcelos, Experience Design for Chatbots

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

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Designing for Chatbots Part I

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Be critical

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Team

No content strategist or copywriter

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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

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Developer

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Come up with an Intent structure as a team

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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

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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

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Tree map Excel for copy :( Js file to update copy

Artifacts

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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

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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

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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

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Design for empty states

http://emptystat.es/

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Experience design challenges

1 Starting the conversation & Empty states

2 UI Elements

3 Generic intents

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Text elements

Source http://blog.invisionapp.com/guide-to-chatbots/

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Media elements

Source http://blog.invisionapp.com/guide-to-chatbots/

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UI Elements

Type here

CardsImages, gifs, PNG

Action buttons

Text replies

Quick replies

User says

Menu & Type

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Create a library of UI elements (and think of motion)

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Experience design

1 Starting the conversation & Empty states

2 UI Elements

3 Generic intents

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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

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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.

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Plan your sprints with a balance of generic intents and specific intents

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Wrap up

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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

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Create your UI Library

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Balance of generic + specific intents

Elvia Vasconcelos @ElviaVasc

*Bonus*Challenges for you

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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

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Thank you!

Twitter

@ElviaVasc

Email

elvia.vasconcelos@gmail.com

Instagram

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Get in touch

Twitter

@ElviaVasc

Email

elvia.vasconcelos@gmail.com

Instagram

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