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Unlock The Secret To Designing A Better Chatbot | Forrester

Artificial Intelligence

The Trouble With Chatbots

Advance CX By Accelerating Design Efficiency

Chatbots have earned a poor reputation due to organizations prioritizing technology over design and user experience (UX). Fortunately, conversation design offers a solution to create chatbots that customers will embrace.

This guide highlights the importance of conversation design and provides tips for designing successful chatbots, benefiting CX professionals, design leaders, and technology experts. Whether your organization already utilizes chatbots or is considering their implementation, this guide offers valuable insights to enhance their effectiveness.

Why Customers Dislike (Today’s) Chatbots

The reasons behind customer dissatisfaction with current chatbots are multifaceted. Chatbots have become ubiquitous across various platforms, from websites and apps to text and voice-based channels like WhatsApp, and Telegram, and voice assistants such as Alexa and Siri.

While organizations hope users will prefer interacting with chatbots over humans and engaging in natural language conversations, the reality often falls short of expectations.

Chatbots frequently disappoint users for several reasons, as supported by Forrester’s survey data and research:

  1. Overpromising: Organizations often tout their chatbots as intelligent assistants, setting unrealistic user expectations. By framing chatbots as smart and capable of human-like interactions, users anticipate a level of functionality that chatbots cannot deliver.
  2. Underdelivering: Despite lofty promises, today’s chatbots seldom meet users’ high expectations. The discrepancy between what users anticipate and what chatbots deliver leads to widespread disappointment. Challenges in language interpretation further compound the issue, as AI technology struggles to match human comprehension.
  3. Limitations in Understanding: Many organizations lack a comprehensive understanding of conversation design and AI capabilities, exacerbating chatbot shortcomings. Misconceptions about the potential of chatbots contribute to their underperformance.

Addressing these issues requires a nuanced approach that aligns user expectations with the capabilities of chatbots while enhancing understanding of conversation design and AI.

Chatbots’ Bad Rep Is Stunting Their Spread

Forrester’s annual surveys reveal a disappointing pattern in the growth of chatbots relative
to apps and websites from 2018 to 2021:

Unlock The Secret To Designing A Better Chatbots | DMC

At The Root Of The Problem: Focusing On Tech And Neglecting Design

Chatbots have a bright future in the long term. But making the chatbot primarily an IT project is a recipe for failure. Design is a critical part of the equation and organizations overlook it at their own peril.
Here are just a few representative samples from what interviewees told us on this front:

“Don’t overspin on technology. A lot of companies assign chatbot initiatives to IT without people who understand content and conversation — and they fail.”
Ibrahim Khoury
Director Of Product Development And Innovation, Alight Solutions

“When you let a bunch of developers do it, you leave a lot on the table: You don’t have experience in design, you don’t have the understanding of the customer, you see the FAQ become the interaction, and that’s a problem. Don’t do it that way.”
Jen Snell
VP GTM, Conversational AI, Verint

“For companies that do it all without help from conversation experts, the outcomes are often less than stellar, to be diplomatic. It feels like a glorified IVR; it’s disappointing. Companies should bring their UX resources to bear.”
Jon Altschuler
Senior Director, Creative Services, Enterprise Bot Solutions, LivePerson

Enter Conversational Experience

Achieving success with chatbots necessitates design expertise at every stage of development. However, obtaining this expertise poses a challenge for many organizations.

Product and development teams often seek design assistance but struggle to garner attention due to the high demand for designers’ expertise. Alternatively, some organizations believe involving line-of-business colleagues is sufficient, but these individuals typically lack design proficiency.

Moreover, there’s often a lack of awareness among product and development teams regarding the full extent of designers’ capabilities. For instance, they may not grasp that information architecture primarily revolves around aligning with users’ mental models, rather than solely reconciling internal data structures.

The key to improving chatbot performance lies in committing to two critical aspects:

  1. Embracing universal best practices rooted in human-centered design principles. Skills such as information architecture, discovery research, and interaction design are paramount for chatbot success and are foundational to the design discipline. However, according to Forrester’s Q4 2020 Global State Of Design Teams Survey, only 30% of respondents reported involvement in chatbot design, significantly lower than those working on website or app design. This gap underscores the need for change.
  2. Adopting chatbot-specific best practices derived from conversation design, an emerging discipline. Conversation design delves into practical heuristics for crafting effective natural language interactions, enabling users to engage with chatbots seamlessly. This skill set is essential for facilitating user interaction with chatbots on their terms.

Organizations can assess their existing chatbot efforts by considering two fundamental questions:

  1. What is the current stage of the chatbot implementation? Whether it’s at the conceptualization stage, prototyping phase, or already deployed, understanding the chatbot’s progress is crucial.
  2. Is the scope of the chatbot initiative well-defined? Clearly defining the chatbot’s scope, particularly its set of intents—i.e., the requests it’s designed to handle—is vital for ensuring its effectiveness within a specific domain.

Map Your Answers To One Of Four Scenarios

After considering your responses to these two inquiries, determine which of the following scenarios aligns most closely with your current situation. This will guide your selection of design techniques, ensuring you use the most appropriate tools for the task at hand.

Before delving further into this process, let’s briefly explore the design framework—a commonly utilized concept showcasing an efficient design approach. Take a look at the three spaces and four principles of effective design:

Unlock The Secret To Designing A Better Chatbots | DMC

Consider the design framework to determine which chatbot scenario aligns closest with your organization’s current situation:

  1. Chatbot Doesn’t Exist Yet, Undefined Scope: This scenario, ideal for design professionals, corresponds to the problem space. Design experts should lead iterative cycles of discovery and definition to understand users’ needs accurately and identify the chatbot’s optimal functionalities.
  2. Chatbot Not Launched, Well-Defined Scope: Commonly encountered, this scenario maps to the solution space. Organizations often aim to divert inquiries from human representatives, creating a prototype based on simplified requests. While not ideal, it allows for iteration between the creation and evaluation stages, though additional discovery work may uncover further user needs.
  3. Existing Chatbot, Undefined Scope: Time for a reset. When scope lacks clarity, bots may struggle due to broad intent recognition. It’s advisable to restart with a refined scope to enhance performance and effectiveness.
  4. Launched Chatbot, Well-Defined Scope: Following deployment, ongoing adaptation is crucial. Iterating between development and monitoring, organizations must continually refine the bot’s performance based on evolving user needs and technological advancements.

Remember, effective chatbot design involves continual refinement and adaptation to ensure optimal user engagement and satisfaction.

Design Real Conversational Experiences

Regardless of your chatbot progress, your organization stands to gain by:

Incorporating design expertise: If designers aren’t yet part of your chatbot initiatives, prioritize their inclusion. If you lack the authority to do so independently, leverage this guide’s insights to advocate for their involvement.

Developing conversation design proficiency: Amidst high demand for conversation designers, consider hiring or upskilling to cultivate this capability. Ensure all team members grasp chatbot design fundamentals, fostering a core group with specialized expertise.

Simplifying initial efforts: When starting out, opt for a straightforward approach without AI complexity. Begin with well-designed decision trees before integrating machine learning capabilities gradually. A basic approach, as recommended by experts, can resolve the majority of issues effectively.

By prioritizing customer needs, setting realistic expectations, and embracing iterative refinement, your organization can leverage chatbots effectively, gaining a competitive edge in customer engagement and business outcomes.

To access the full guide and unlock expert insights into chatbot design, download now! Elevate your customer engagement strategies with actionable tips and best practices.

The Table of Contents of “Design Better Chatbots” Guide:

  • The Trouble With Chatbots
    • Advance CX By Accelerating Design Efficiency
    • Why Customers Dislike (Today’s) Chatbots
    • Chatbots’ Bad Rep Is Stunting Their Spread
  • At The Root Of The Problem: Focusing On Tech And Neglecting Design
  • Enter Conversational Experience
    • Start By Assessing Existing Chatbot Efforts With Two Questions
    • Map Your Answers To One Of Four Scenarios
    • Design Real Conversational Experiences

Number of Pages:

  • 10 pages

Pricing: 

  • Free
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