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Best Practices
for Chatbots
and AI in 2019
DEUS UX MACHINA
2
Summary Presentation
Core Design Principles
Tips for success
Bot Categories
Types of chatbots
Showcase
The good, the bad, the downright hysterical
Bot Context
Definitions, history, and industry landscape
3
Sarah Burton specializes in UX strategy, information
architecture, and conversational UI. She has spent the last
10 years designing native mobile, responsive web, and
desktop applications for B-B-C models within enterprise
environments. She currently leads a collaborative team of
UX designers to create consumer-grade user experiences
for flight crew and airline operations.
Sarah holds a MS in Human-Computer Interaction and a
BBA in Marketing and Consumer Behavior.
Sarah lives in Denton, TX with her husband and two dogs.
She loves music, traveling, and watching reality TV.
Meet Sarah
AirCentre UX Design Lead, Sabre
4
Alex Ornelas specializes in creating digital experiences that
seamlessly span multiple devices. Her current focus on
voice technologies allows her to play a key role at SiriusXM
by identifying what’s next for products in the SiriusXM
Connected Vehicle portfolio. For 15 years, she has worked
with Fortune 500 companies to build complex interactions
that feel effortless for every user.
Alex enjoys spending her free time with her husband,
Jesse, and their four small dogs, Kiwi, Worm, Doesheeta
and Pyper, who they affectionately call, "The Mutt Mob."
Meet Alex
Principal UX Designer, SiriusXM
5
5
By 2020, the average
person will have more
conversations with robots
than with their spouse
35.2%
annual compounded
growth through 2021
Gartner; MarketsandMarkets
6
any software that performs an automated task
bot /bät/
noun
a computer program designed to simulate conversation with human users
chat•bot /ˈCHatbät/
noun
Definition
bot chatbot chatterbot voice bot message bot
Software that can have an automated
conversation with a human
7
1966
ELIZA
1972
• Early NLP
• Computer therapist
• DOCTOR, most famous script
• One of first to pass Turing Test
History
PARRY
Attempted to simulate a paranoid schizophrenic
8
1988
1992
1995
jabberwacky
Ultimate goal to be voice-operated in the home
Dr. Sbaitso
AI speech synthesis program
Showcased digital voices
“Bot Misuse” capable
A.L.I.C.E.
Heuristic pattern matching to respond to human input
Inspiration for the movie ”Her”
9
2001
We Are Here Now!
2006
2010
Smarterchild
AOL Messenger bot
First example of using a bot for target-marketing
IBM Watson
Used both NLP and ML
Designed to compete in Jeopardy
Birth of the Personal Assistant
• Siri was the trailblazer
• Multiple types of PA bots have seen been created
Siri
(2010)
Google Now
(2012)
Alexa
(2015)
10
consumers willing
to buy items from
a chatbot
Retail
47%
Banks expected to
automate up to 90% of their
interactions using a bot
2022
Financial
90%
Industry Landscape
Business expected to have
some form of chatbot
automation implemented
Business Automation
80%
2020
commercial
investment
$4.5B
Americans who
would use a chatbot
to get quick answers
during an emergency
Public Services
37%
20182017
11
World Usage
1.4B
2016
1.75B
2019
12
AI Powered
• Natural language processing
• Machine learning
• Understand the intent of a human
• More natural, near human-level communication
Scripted
• Keyword guided conversation
• Personalization
AI vs. Scripted Bot
13
Personalized from the start, scalable | Expensive, slow
Scripted Bot
• Most common
• Keyword / specific input driven
• Decision-tree logic
• Data usage creates personalized content
14
Fast, consistent, scalable | Rigid, generic (at first)
AI Powered Bot
• Rare
• Responses based on programmed pattern
• Absorbs info / Learning capabilities
• Maintenance required
• Needs human escalation
15
Bot Types
Super Bot
Facilitates multiple services
Domain-Specific Bot
Single service, product or brand
Team Bot
Facilitates team activities
Personal Bot
Personal assistant to an individual
Text Bot
Leverage chat apps such as Slack
and Messenger
Voice Bot
Initiates conversation by voice
command or button click.
16
16
Bots that do one thing well
are more helpful than
bots that do many
things poorly.
61%
find it frustrating if a bot
can’t solve a problem that a
human could
Mindshare
17
17
18
18
19
19
20
Ground Work Be a Good
Communicator
Make the
Connection
Baby the Bot
Core Principles
21
VALUE
Don’t deploy an irrelevant bot
User Experience
• Do your research
• Know your audience
• Solve for real use cases
• Understand bot psychology
22
Business
Strategy
Technology
Hardware
Software
Third-Party Companies
Experience
Marketing
AI
Natural Language
Machine Learning
(or nothing)
Data
KPIs
In-House Data
External Data
Define Your Strategy
23
Data
Scientist
Developer
Data
Analyst
External
Partners
Content
Strategist
UX
Designer
UX Writer
UX
Research
UX Audio
Marketing
Team Setup
24
Ground Work Be a Good
Communicator
Make the
Connection
Baby the Bot
Core Principles
25
First impressions are everything
Introduction
• “Hi” or “Hello”
• Define purpose
• Be upfront about capabilities
• Seek to understand intent
• Be transparent that it’s a bot
26
Dynamic, Helpful
Messages
• Appropriate for your audience
• Asking vs. Telling (Acquiring content)
• Prevent errors
• Realistic timing
• Follow-up messages
27
27
28
28
29
Only as good as the technology
Context
Decision Tree
• Scripted bot
• Can’t hold contextual information for more than a few bubbles
NLP
• AI Bot
• Can hold contextual information across multiple conversations
30
30
31
Have a course of action for inappropriate content
Bot Misuse
• No plug-in for preventing misuse
• Avoid known words
• Safeguards / Fail-safes
• Brand impacts
What the #@*$!
$*!@
32
32
33
Ground Work Be a Good
Communicator
Make the
Connection
Baby the Bot
Core Principles
34
Variety of tools to create the conversation
Interaction
• Buttons
• Text-Entry
• Voice
• Emoji’s
• Pictures
35
35
36
36
37
37
38
Have spatial awareness
Real Estate
Horizontal
• Visual components
• Multiple display options
Vertical Space
• Conversation and messages
• Be mindful of back-to-back messages
39
39
40
Follows basic patterns and principles
Navigation
Internal
• Proper use of carousels
• Back button to undo selections
External
• Open new tabs
• Open modals / frames within the bot window
41
41
42
Expectations change our experience
Visual Design
• Photos
• Screenshots
• Videos
• Color theory
43
43
44
Ground Work Be a Good
Communicator
Make the
Connection
Baby the Bot
Core Principles
45
Measure the behavior of your users
Chatbase
manner-ai
Analytics
• Different service providers capture different analytics
• Number of people using the chatbot
• Conversation funnel
• User lifecycle
• Conversation transcripts
46
A proper grown up bot is going to take some work
Data Refinement
• Water, feed…and repeat
• Data Scientists, Analysts, Developers
• Evaluate quality/capability of data sources
• Add humans in the loop to improve the system
• Prompt or provide a way for feedback
47
47
48
48
Mezi
49
Ground Work Be a Good
Communicator
Make the
Connection
Baby the Bot
Recap
50
50
Chatbots will be indistinguishable
from humans by 2029
Ray Kurzweil, Google
51
Best Practices for Chatbots and AI in 2019
DEUS UX MACHINA
linkedin/in/alexandraornelas
linkedin/in/sarahnburton

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Deus UX Machina

  • 1. Best Practices for Chatbots and AI in 2019 DEUS UX MACHINA
  • 2. 2 Summary Presentation Core Design Principles Tips for success Bot Categories Types of chatbots Showcase The good, the bad, the downright hysterical Bot Context Definitions, history, and industry landscape
  • 3. 3 Sarah Burton specializes in UX strategy, information architecture, and conversational UI. She has spent the last 10 years designing native mobile, responsive web, and desktop applications for B-B-C models within enterprise environments. She currently leads a collaborative team of UX designers to create consumer-grade user experiences for flight crew and airline operations. Sarah holds a MS in Human-Computer Interaction and a BBA in Marketing and Consumer Behavior. Sarah lives in Denton, TX with her husband and two dogs. She loves music, traveling, and watching reality TV. Meet Sarah AirCentre UX Design Lead, Sabre
  • 4. 4 Alex Ornelas specializes in creating digital experiences that seamlessly span multiple devices. Her current focus on voice technologies allows her to play a key role at SiriusXM by identifying what’s next for products in the SiriusXM Connected Vehicle portfolio. For 15 years, she has worked with Fortune 500 companies to build complex interactions that feel effortless for every user. Alex enjoys spending her free time with her husband, Jesse, and their four small dogs, Kiwi, Worm, Doesheeta and Pyper, who they affectionately call, "The Mutt Mob." Meet Alex Principal UX Designer, SiriusXM
  • 5. 5 5 By 2020, the average person will have more conversations with robots than with their spouse 35.2% annual compounded growth through 2021 Gartner; MarketsandMarkets
  • 6. 6 any software that performs an automated task bot /bät/ noun a computer program designed to simulate conversation with human users chat•bot /ˈCHatbät/ noun Definition bot chatbot chatterbot voice bot message bot Software that can have an automated conversation with a human
  • 7. 7 1966 ELIZA 1972 • Early NLP • Computer therapist • DOCTOR, most famous script • One of first to pass Turing Test History PARRY Attempted to simulate a paranoid schizophrenic
  • 8. 8 1988 1992 1995 jabberwacky Ultimate goal to be voice-operated in the home Dr. Sbaitso AI speech synthesis program Showcased digital voices “Bot Misuse” capable A.L.I.C.E. Heuristic pattern matching to respond to human input Inspiration for the movie ”Her”
  • 9. 9 2001 We Are Here Now! 2006 2010 Smarterchild AOL Messenger bot First example of using a bot for target-marketing IBM Watson Used both NLP and ML Designed to compete in Jeopardy Birth of the Personal Assistant • Siri was the trailblazer • Multiple types of PA bots have seen been created Siri (2010) Google Now (2012) Alexa (2015)
  • 10. 10 consumers willing to buy items from a chatbot Retail 47% Banks expected to automate up to 90% of their interactions using a bot 2022 Financial 90% Industry Landscape Business expected to have some form of chatbot automation implemented Business Automation 80% 2020 commercial investment $4.5B Americans who would use a chatbot to get quick answers during an emergency Public Services 37% 20182017
  • 12. 12 AI Powered • Natural language processing • Machine learning • Understand the intent of a human • More natural, near human-level communication Scripted • Keyword guided conversation • Personalization AI vs. Scripted Bot
  • 13. 13 Personalized from the start, scalable | Expensive, slow Scripted Bot • Most common • Keyword / specific input driven • Decision-tree logic • Data usage creates personalized content
  • 14. 14 Fast, consistent, scalable | Rigid, generic (at first) AI Powered Bot • Rare • Responses based on programmed pattern • Absorbs info / Learning capabilities • Maintenance required • Needs human escalation
  • 15. 15 Bot Types Super Bot Facilitates multiple services Domain-Specific Bot Single service, product or brand Team Bot Facilitates team activities Personal Bot Personal assistant to an individual Text Bot Leverage chat apps such as Slack and Messenger Voice Bot Initiates conversation by voice command or button click.
  • 16. 16 16 Bots that do one thing well are more helpful than bots that do many things poorly. 61% find it frustrating if a bot can’t solve a problem that a human could Mindshare
  • 17. 17 17
  • 18. 18 18
  • 19. 19 19
  • 20. 20 Ground Work Be a Good Communicator Make the Connection Baby the Bot Core Principles
  • 21. 21 VALUE Don’t deploy an irrelevant bot User Experience • Do your research • Know your audience • Solve for real use cases • Understand bot psychology
  • 22. 22 Business Strategy Technology Hardware Software Third-Party Companies Experience Marketing AI Natural Language Machine Learning (or nothing) Data KPIs In-House Data External Data Define Your Strategy
  • 24. 24 Ground Work Be a Good Communicator Make the Connection Baby the Bot Core Principles
  • 25. 25 First impressions are everything Introduction • “Hi” or “Hello” • Define purpose • Be upfront about capabilities • Seek to understand intent • Be transparent that it’s a bot
  • 26. 26 Dynamic, Helpful Messages • Appropriate for your audience • Asking vs. Telling (Acquiring content) • Prevent errors • Realistic timing • Follow-up messages
  • 27. 27 27
  • 28. 28 28
  • 29. 29 Only as good as the technology Context Decision Tree • Scripted bot • Can’t hold contextual information for more than a few bubbles NLP • AI Bot • Can hold contextual information across multiple conversations
  • 30. 30 30
  • 31. 31 Have a course of action for inappropriate content Bot Misuse • No plug-in for preventing misuse • Avoid known words • Safeguards / Fail-safes • Brand impacts What the #@*$! $*!@
  • 32. 32 32
  • 33. 33 Ground Work Be a Good Communicator Make the Connection Baby the Bot Core Principles
  • 34. 34 Variety of tools to create the conversation Interaction • Buttons • Text-Entry • Voice • Emoji’s • Pictures
  • 35. 35 35
  • 36. 36 36
  • 37. 37 37
  • 38. 38 Have spatial awareness Real Estate Horizontal • Visual components • Multiple display options Vertical Space • Conversation and messages • Be mindful of back-to-back messages
  • 39. 39 39
  • 40. 40 Follows basic patterns and principles Navigation Internal • Proper use of carousels • Back button to undo selections External • Open new tabs • Open modals / frames within the bot window
  • 41. 41 41
  • 42. 42 Expectations change our experience Visual Design • Photos • Screenshots • Videos • Color theory
  • 43. 43 43
  • 44. 44 Ground Work Be a Good Communicator Make the Connection Baby the Bot Core Principles
  • 45. 45 Measure the behavior of your users Chatbase manner-ai Analytics • Different service providers capture different analytics • Number of people using the chatbot • Conversation funnel • User lifecycle • Conversation transcripts
  • 46. 46 A proper grown up bot is going to take some work Data Refinement • Water, feed…and repeat • Data Scientists, Analysts, Developers • Evaluate quality/capability of data sources • Add humans in the loop to improve the system • Prompt or provide a way for feedback
  • 47. 47 47
  • 49. 49 Ground Work Be a Good Communicator Make the Connection Baby the Bot Recap
  • 50. 50 50 Chatbots will be indistinguishable from humans by 2029 Ray Kurzweil, Google
  • 51. 51 Best Practices for Chatbots and AI in 2019 DEUS UX MACHINA linkedin/in/alexandraornelas linkedin/in/sarahnburton