Five9 Prompt Sequence
Role
Associate Product Designer
Timeline
Oct 2019 - Dec 2019
tools
Figma

Overview

Redesign of prompts to better assist Admins and enhance customer’s calling experience in the Call Center space. Prompt chunks are scripted voice recordings or text-to-speech audio in a variety of languages that provide information and help callers navigate options through their phones. In this project, I was responsible for designing the prompts experience.

the challenge

Reimagining the Prompt Builder

Our goal for the project was to create an enhanced experience for users when creating a prompt. As a rapidly evolving business we needed to ensure our Administrative tool is up to date and is able to assists Admins throughout their workday. However, the VCC Admin is not user friendly and still lives on a Java platform. My team saw an opportunity to improve on the existing experience and I was asked to reimagine the prompt builder.

Our high level goals were to:

Improve Speed & Efficiency
Reduce the amount of time it takes users to create or edit existing prompts
Reduce Layers
Reduce layering of modals
Clarity
Improve clarity and reduce interface clutter
Problem Discovery

User Interviews

In our interviews we talked with Admins across different industries to understand their experience with the prompt builder. We discovered that users want flexibility stringing together a sequence of prompt chunks. They also have difficulty navigating the application due to its "clunky experience and outdated interface." In today’s prompt creation, Admins can only create prompt chunks and are unable to reuse existing prompts. Users also noted that there was a bit of a learning curve when it came to creating prompts. We distilled user's frustrations into 3 pain points:

Lacks Efficiency & Speed
The actions are ambiguous, and creating prompts takes a long time. Users also waste time rewriting prompts because pre-made prompts are not easily reused.
Reduce Layers
There is an excessive amount of modals, preventing Admins from getting their work done and resulting in cognitive overload.
Need Clarity
There is a lack of visual hierarchy and the interface is very congested, making it challenging for users to navigate through the product and accomplish their tasks.

Content Audit of the Existing Experience

I wanted to break down the existing interface and compare how users felt versus how they behaved and what they liked versus what they didn’t. The existing experience is through a java program that is difficult to navigate and hard to scan. The application opens modals on top of modals making it difficult to concentrate on the main objective: to create a prompt. Actions are also unclear because they are labeled with a “…” button. For instance, to upload an existing audio file or create a TTS, users have to click the “…” to start the action.

Use Cases

After gathering insights we dived into different use cases to accommodate for call centers that have customers all over the world. How might we incorporate different languages for the same exact script. We were able to define the use cases into 4 categories:

Use Case 2
Simple Multi-Language
Multilingual with 1 prompt chunk
Use Case 4
Complex Multi-Language
Multilingual with multiple prompt chunks
Use Case 3
Complex Single Language
1 language with multiple prompt chunks
Use Case 1
Simple Single Language
1 language with 1 prompt chunk

Problem Statement

How might we make it easier for Admins to reuse and string several multilingual prompts into a script / sequence?
Synthesis

Prompt Builder Planning

I created a diagram to help visualize and communicate to PMs and Developers what I envision the prompt builder experience to look and feel like. I imagined the builder to display all chunks and languages in one interface for ease of use, visibility into each chunk, and entirely remove stacking of modals. To increase the speed of prompt creation, I included an experience where users can reuse existing prompts.

User Flow

After conducting a few user interviews, we synthesized the data to form a user flow depicting actions and opportunities associated with the expected experience. During a user flow discussion with a PM, we uncovered a couple of discoveries. For instance, what if a user adds an existing prompt but wanted to edit it locally? What would happen to the existing prompt? We also considered other use cases such as if a user edits the master prompt, would it affect all the other prompts it is associate to?

We also considered different prompt creation types: recording, TTS, and upload.

Contraints

Impact x Effort

After evaluating and reviewing the designs with the product and development team we concluded that the visual flowchart would require heavy development for a linear display that can be achieved through the sequence tab. In our usability testing we discovered that the visual flowchart can allow users to easily link prompts; however, visibility into each prompt is not as accessible. As a result, we moved forward with the sequence tab.

Testing

Usability Test

We conducted a series of user tests to measure the usability of the proposed experience. We discovered and highlighted 2 main points when walking through the screens with users. Through these findings we were able to make revisions to meet users' needs.

Ability to Reorder
“What if I created the prompts in the wrong order and want to rearrange the order?”
Sample Entire Prompts
“I would like to hear the entire prompt played before I play it for customers.”
“How do I know what the entire prompt sounds like after piecing them together?”
“Is there an ability to hear the entire prompt?”
Final design

Sequence Builder

The design is split into two views: sequence order and prompt details. Users can get a high level view of the prompt order and have visibility into the details of each prompt chunk. Users also have the flexibility of adding existing or new prompt chunks to their sequence.

Prompt Type Breakdown

To tailor to different business needs, we designed an upload feature that allows Admins to drag and drop or click to browse prerecorded studio voices. We also added a recording and TTS feature to accommodate for smaller businesses that cannot afford to hire professional voice actors/actresses. To account for customers with hearing loss we included closed captions.

Robust TTS SSML Editor

Easy-to-use editor to make Google voices sound natural. Ability to inject markup language without prior SSML knowledge. Users are able to easily make value changes within the tags and turn off markup language for readibility.

Conclusion

Impact & Reflections

  • Time spent on prompts decreased by 34%
Reflections
  • Throughout the process I consistently checked in with stakeholders to ensure we were level set on the design direction. For instance, the impact and effort matrix with PMs and Developers allowed us to talk through any development and time constraints and quickly align on items that are quick wins versus items we would like to tackle for future sprints.
  • I learned to maintain good communication with my team through frequent design reviews and presentations.
  • I also learned that our design handoff process caused a lot of confusion with developers. Often times, developers had to make assumptions on the design displays. I was able to implement a design handoff process through understanding developers frustrations.
Improvements

In the future I would like to revisit the structure of the prompt. The content feels very crowded and could use a visually cleaner experience. There were also other user pain points we weren’t able to address due to the time constraint.