The advisor allows you to access the full potential of your business data through a natural conversation.
Context.
We aimed to create a clean and fluid interface that enables data exploration for less experienced roles required to make data driven decisions. We had strong data models for extensive KPI sets but the experience was lacking guidance in digging deeper into a project’s insights.
I led a full design team through the constant evolution of this app. Following the product’s growth I expanded the team, adding a motion designer, UX writer and two UX researchers. We grew to be a team of ten talented multidisciplinary designers.
Areas of improvement
Conversational support
Through AI models the advisor learns from the users activity, understanding what is of most interest and what has not yet been discovered. Leveraging on this technology we designed and built suggestion tips and question examples. Suggestion tips provide contextual advice on how to dig deeper into the data and explore insights that had never been surfaced. Question examples are always accessible to better understand the scope of the project’s data.
Adaptive alerts.
Through moderated user tests and client feedback, we discovered that users were still struggling to know what to ask the advisor and needed to have a stronger connection with the data insights. The feature of personalized alerts responded to this user need, allowing the user to ask crystal to alert them when a data change occurs and generate a push notification. This initiative was a collaboration between research, designers and AI developers.
Product Adoption
As a product grows, in order to retain satisfied users, it is key to promote and celebrate new features and functionalities. We have adapted a system of progressive and AI smart onboarding to always keep the user up to date and engaged, using the app to its full potential.
