Product Design for Conversational AI Management

Product Design for Conversational AI Management

Client 

Robert Empson

Role

UX Designer, Product Designer

Industry

Artificial Intelligence

MODAL is a B2B SaaS platform to streamline conversational commerce for brands. This platform allows easy setup and management of channels like Alexa, WhatsApp, Facebook Messenger, and Google Assistant from one place.

Training conversational Al can be complex, especially for diverse user journeys. MODAL simplifies this with a
product that lets brands effortlessly create and manage dialogs, product inventories, and Al campaign scripts.

Our user-friendly platform supports collaboration among four types of users and offers clear, reliable analytics, enabling brands to optimize their conversational commerce strategies effectively.

Results and Outcome

  1. Brands can manage multiple conversational commerce channels from one platform.
  2. The platform simplifies training Al for diverse user journeys, enabling easy creation and management of dialogs, product inventories, and Al scripts.
  3. Leveraging the platform gives brands a competitive edge in the conversational commerce landscape, driving business growth.

 

The final UX design meets all our requirements and looks great. The team is efficient and to the point, impressively able to understand design needs and integrate feedback.

02 - Discovery

User Research

User research is vital as it provides insights into user needs and behaviors, ensuring products are user- friendly and effective. It reduces the risk of product failure, enhances customer satisfaction, and fosters loyalty. Additionally, it drives innovation by uncovering new opportunities and unmet needs, supporting business growth.

Use Cases

Use cases are essential as they clarify real-world product usage, guiding design and development to meet user needs. They align stakeholders, mitigate risks by identifying issues early, and support thorough testing. Additionally, use cases enhance user experience and provide valuable examples for marketing and communication.

Information Architecture

During ideation phase, we started working on the Information Architecture of the application, based on the main ideas generated. The work consisted of proposing a navigation structure through a product map and layout options based on the map. We also proposed a user flow for the first part of the new user experience, the setup of the account, through a series of steps to collect the necessary data to present users in the app.

02 - Ideation Workshops

02 - Discovery

In this workshop, we presented to the client the Discovery Results and proposed an exercise to generate the main solution hypothesis to be validated by this project. We were able to align three main hypotheses for each user need (refined after concluding the discovery phase).

 

Then we conducted a sketching exercise to come up with ideas on how to implement those hypotheses. This was very interesting as the client did it before. We also participated and were able to select the main direction of the solution, for us to use as a reference next when building the first concepts

03 - UX Research

Lo-fi Wireframes

After having the concepts for navigation ready, we focused on building a low-fidelity prototype of the main user flows. The main ideas were already proposed in the ideation sessions, but the IA study helped to shape the navigation and integrate the parts better.

The process of wireframing in low fidelity involved a few sessions of feedback with the client, showing the prototypes, and making adjustments until we had something that was somewhat ready to be tested.

User case 1 - manager

User case 2 - executor

User case 3 - analyst

User case 4 - solution architect

04 - Design System

Design System

After having the concepts for navigation ready, we focused on building a low-fidelity prototype of the main user flows. The main ideas were already proposed in the ideation sessions, but the IA study helped to shape the navigation and integrate the parts better.

The process of wireframing in low fidelity involved a few sessions of feedback with the client, showing the prototypes, and making adjustments until we had something that was somewhat ready to be tested.

Color Scheme

Typography

site map

components library

06 - Final Design

High-Fi Wireframes

During final design phase, we work to finalize prototypes, making final adjustments, and creating a navigational prototype so the client could use it to present to possible investors.

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