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Role: Design lead, Step-in Project Manager

Skills:
Interaction Design, Visual Design, Prototyping in XD

Self-Audit, Market Research, Project Planning,

Feature Prioritization

Background of 247 Chat

Self-Audit: Rich in Features, Poor in Experience

We conducted a thorough audit of our chat experience on a client website, with the help of their customer services team and our own internal employees. 

  • Easy transition from sync to async chat

  • Prompt for feedback on AI responses

  • Inline rich content

  • Use of emojis to make conversations friendlier

  • Inconsistent and unclear invites

  • Outdated chat widget and visuals

  • Flat and unappealing rich content, text-heavy

  • Very technical, aesthetically boring

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Visitors are almost always in a negative mind space when reaching out for support.

Our chat experience failed to develop an emotional connection with the visitor and didn't help make it a memorable experience.

Exploring 10+ Competitors, Identifying strengths and weaknesses

The team looked at 12-15 leaders in the chat space, known competitors and emerging stars.

I charted a comparison between our company and the chosen 9, based on functional features and then by UI features.

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Though we were ahead in the market when it came to unique functional offerings like Omni-channel chat, async conversions, ADA and notifications, we severely lagged in the aesthetic appeal. 

Our competition was gaining leverage by incorporating a  streamlined, branded experience - standardized and contemporary designs that focused on emotional connection and simplicity of implementation.

Inspiration Board

Consistent, branded visuals and graphics

Minimally intrusive, helpful proactive invites
 
Longer & thinner chat window (omnichannel consistency), informative minimized state​

Omnichannel and asynchronous chat, with intent-driven triage 

Multiple, persistent conversations
 
Appealing, helpful rich content and multi-modal content, wise use of available real-estate​

Design Principles

Engaging

Modern

Fluid

Interactive

Connected

Personal

Memorable

Friendly

Differentiator

Invites

Multi-channel/modal

Integrated

Use this opportunity to become the market leader by bringing our emotional capabilities on par with our features.

Establish an emotional connection with the end-customers by making the experience engaging, unique and memorable.

Go for a design-led approach and request client involvement (DTV) – workshops and end-user testing

Wearing a PM's Hat

​In the absence of a dedicated PM, I took the ownership to create an action plan and roadmap.
 

  1. Create North-start design.

  2. List out features that need to be updated and built.

  3. Work with Engineering and establish timelines, including features incorporating all 3 design principles in each release. 

  • 30-Day: quick-win UI updates

  • 90-Day: low hanging functional improvements

  • 6 months+: larger effort features

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Designs

North Star:
Integrated Chat with Help and Support

Minimally Intrusive Proactive Invite

Microinteractions - read receipts, typing, quick replies

Learnings

The new chat UI was rolled out to clients after my departure from the company. The team continues to test, iterate and deploy new updates to the chat experience based on: 

 

1. CSAT scores and customer feedback guide newer and updated features

2. Agent resolution rates and handling times for effective triaging of intents

3. Agent performance metrics for sync and async chats for context and guidance

4. Latest Gen AI models to guide better conversation design 

Senior Interaction Designer, Design Lead

A service blueprint outlining how a client of [24]7 AI can configure their Conversational AI Bot and set up agent escalations using their AI/ML powered CX tools

Service Design | Research | Cross-team Collaboration 

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