{"id":13649,"date":"2017-10-11T16:47:43","date_gmt":"2017-10-11T15:47:43","guid":{"rendered":"http:\/\/blog.intercom.com\/?p=13649"},"modified":"2020-07-30T12:57:49","modified_gmt":"2020-07-30T11:57:49","slug":"why-forms-arent-dead-yet","status":"publish","type":"post","link":"https:\/\/www.intercom.com\/blog\/why-forms-arent-dead-yet\/","title":{"rendered":"The cult of conversational design: why forms aren&#8217;t dead yet"},"content":{"rendered":"<p class=\"opening_paragraph\">2016 was the year of <a href=\"https:\/\/www.intercom.com\/blog\/conversational-commerce-hype-real\/\" target=\"_blank\" rel=\"noopener noreferrer\">conversational<\/a> design.<\/p>\n<p>Everywhere we looked, conversational UIs were breaking out of messaging apps and into the products we use every day, from shoe shopping to cosmetics and everything in between.<\/p>\n<div class=\"post_image_wrapper\"><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/10\/0-Other-chat-interaction@2x-1.png\" alt=\"conversational design in messaging apps\" \/><\/div>\n<p>Many of these were successful, but many others were not. Conversational UIs might <a href=\"https:\/\/www.intercom.com\/blog\/designing-conversational-interfaces\/\" target=\"_blank\" rel=\"noopener noreferrer\">mirror the way we naturally like to communicate<\/a>, but they actually required more mental load than traditional GUIs. If you\u2019re asking a user to engage in a conversation instead of tapping a button or two, are you really making things any easier? At times it felt like designers were blindly applying conversational UI to interaction design, problems that already have better, if less trendy, solutions.<\/p>\n<p>At Intercom, we\u2019re bullish on conversational interfaces, but as a hybrid model of interaction. When we built <a href=\"https:\/\/www.intercom.com\/blog\/live-chat\" target=\"_blank\" rel=\"noopener noreferrer\">our live chat for sales solution<\/a> recently, rather than relying on text alone, we incorporated conversational design along with one of the least fashionable interfaces \u2013 a form. In this post, I\u2019ll go through the design considerations that led us to this hybrid interface.<\/p>\n<h2 id=\"figure-out-the-problem-first-and-the-interface-second\">Figure out the problem first and the interface second<\/h2>\n<p><a href=\"https:\/\/www.intercom.com\/blog\/live-chat\" target=\"_blank\" rel=\"noopener noreferrer\">Our live chat for sales<\/a> tool is all about providing a personal, human selling experience to your website visitors. In order to do this, when someone lands on your website, your sales teams need to ask for some basic information through the <a href=\"https:\/\/www.intercom.com\/blog\/live-chat\" target=\"_blank\" rel=\"noopener noreferrer\">messenger<\/a> in order to understand who they\u2019re talking to and how they can help.<\/p>\n<p>Collecting this information manually is a mundane and repetitive task for a sales team, so we decided to build a new skill for our bot, <a href=\"https:\/\/www.intercom.com\/blog\/operator-bot\" target=\"_blank\" rel=\"noopener noreferrer\">Operator<\/a>, which would automatically collect your user\u2019s information through the messenger on your website. Herein lies the challenge: how can we automatically collect this information in the simplest possible way for the end user?<\/p>\n<h2 id=\"exploration-1-simple-conversational-ui\">Exploration #1: Simple conversational UI ?<\/h2>\n<p>As Intercom is a messaging product, an obvious solution would be to rely solely on simple 1:1 conversational elements. Here\u2019s how it worked:<\/p>\n<ul>\n<li>Operator collects the visitor\u2019s emails and asks a series of further questions in order to \u201cqualify\u201d them e.g \u201cWhat is your name?\u201d, \u201cWhat is your job title?\u201d<\/li>\n<li>Visitor replies with their answers.<\/li>\n<li>System parses the responses as data entry.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/10\/1-Convo-UI@2x.png\" alt=\"operator example of a simple conversational interface\" \/><\/p>\n<p>This approach has all the benefits that <a href=\"https:\/\/www.intercom.com\/blog\/sms-isnt-going-anywhere\/\" target=\"_blank\" rel=\"noopener noreferrer\">simple conversational interfaces<\/a> have to offer.<br \/>\nIt is a familiar pattern for everyone who uses <a href=\"https:\/\/docs.intercom.com\/apps-in-intercom\/apps-built-by-partners\/phone-sms-and-channel-apps\" target=\"_blank\" rel=\"noopener noreferrer\">text messaging apps<\/a>, it uses the fewest amount of UI components possible, and it keeps all the user input interaction in one place (the reply composer).<\/p>\n<p>However, many test users brought a number of concerns to light. From the end users point of view:<\/p>\n<ul>\n<li>They need to read each sentence from the bot and parse them individually.<\/li>\n<li>There\u2019s no obvious way to skip the questions if they aren\u2019t willing to give their information.<\/li>\n<li>It feels mandatory that they need to submit their information, instead of an optional path.<\/li>\n<li>Overall, it feels like a spammy experience they can\u2019t easily get out of.<\/li>\n<\/ul>\n<p>From an implementation point of view:<\/p>\n<ul>\n<li>To avoid some potential \u201c<a href=\"https:\/\/www.intercom.com\/blog\/bots-versus-humans\/\" target=\"_blank\" rel=\"noopener noreferrer\">dumb bot<\/a>\u201d experiences, it needs to correctly parse answers out of a conversational reply. For example, many people reply to \u201cWhat is your name?\u201d with \u201cMy name is X\u201d. Is it really worth the effort to employ some degree of Natural Language Processing for a seemingly simple task?<\/li>\n<li>Similarly, handling validation for some questions is unnecessarily complex. For example, if someone enters an invalid email, should the error messages be delivered by the bot as well? This would add a lot of transactional messages and thus pollute the conversation thread.<\/li>\n<li>It introduced more work for our customers to set it up. They would need to manage how the questions are phrased and edit them for their own tone and voice.<\/li>\n<li>Operator would need to acknowledge the user\u2019s response through some form of language (e.g. \u201cThanks\u201d, \u201cGot it\u201d). Again, this adds to the overall cognitive effort for people to parse.<\/li>\n<\/ul>\n<p>After grappling with the pros and cons of a purely conversational design, we decided it wasn\u2019t the best design direction for the problem we were trying to solve.<\/p>\n<h2 id=\"exploration-2-gathering-information-with-forms\">Exploration #2: Gathering information with forms ?<\/h2>\n<p>If simple chat-based conversational UI wasn\u2019t right for the job, what about relying on a form for collecting visitors\u2019 information?<\/p>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/10\/2-Forms@2x.png\" alt=\"early exploration showing a form-based approach overlaid on the messenger\" \/><\/p>\n<p><span style=\"font-size: small;\"><em>An early exploration showing a form-based approach overlaid on the messenger<\/em><\/span><\/p>\n<p>Now let\u2019s be clear: <em>nobody<\/em> likes filling out clunky, complex forms. As arbitrators of checkout, registration, and data entry across the web, their design often falls short, leading to friction and abandonment. As a result, many have ditched forms entirely in favour of different UI models.<\/p>\n<p class=\"quote quote-left\">A better way to introduce the form.<\/p>\n<p>Although asking users to complete a form isn\u2019t the trendiest interaction model, the conversational forms we tested to collect information did feel more understandable, honest and efficient when compared to the previous direction. Most people are familiar with basic forms, and it requires minimal back and forth bot interaction as the success and error states can be handled within the form directly.<\/p>\n<p>However, our initial explorations with the form didn\u2019t quite work. The form was introduced by overlaying on top of the reply composer and felt quite intrusive. It temporarily blocked people from sending a reply, and it made the whole experience feel mandatory and impersonal, not what we were aiming for.<\/p>\n<p>However, perhaps we could try to keep the form interaction for collecting information, but think about a better way to introduce the form.<\/p>\n<h2 id=\"exploration-3-delivering-a-form-within-conversation\">Exploration #3: Delivering a form within conversation ?<\/h2>\n<p>Having explored two opposite directions, we experimented with a hybrid design between both of our previous approaches. We had Operator deliver a form <em>within<\/em> the conversation.<\/p>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2017\/10\/3-Form-in-conversation@2x.png\" alt=\"example of Operator delivering a conversational form\" \/><\/p>\n<p>After trying out this approach with a simple prototype, we felt this direction struck the right balance:<\/p>\n<ul>\n<li>It stays within the conversation thread and doesn\u2019t majorly interrupt the user\u2019s flow.<\/li>\n<li>It clearly signals the interaction as being optional: people could ignore it and continue the conversation as they like.<\/li>\n<li>It was much more efficient in terms of capturing information.<\/li>\n<\/ul>\n<p class=\"quote\">Consider a hybrid approach and use other interactive elements within the conversation<\/p>\n<p>To validate our instincts, we undertook a round of user testing with a prototype that engineers put together in just a few days. Overall, it tested much better than the previous two approaches. All the participants understood the data collection pattern and had no issues interacting with it. They understood that the questions were asked in order to get a tailored response, and had no issues actually giving their basic information.<\/p>\n<p>Better still, a few of them answered all the questions within just a few seconds. In contrast, this interaction would have taken significantly longer if it had been handled with simple, back-and-forward conversational UI.<\/p>\n<p>Considering how well it performed during user testing, we shipped this conversational form as the baseline design to launch with. Some of the factors that led us to believe that this was the right solution for launch may change over time as the tech improves (e.g. Natural Language Processing is only still emerging). We&#8217;ll monitor and continue to evolve, and possibly iterate on it as we measure it post-launch.<\/p>\n<p>It&#8217;s a mistake to believe a conversational design means every user input and output has to be handled in a purely chat format. Whenever it makes sense, it\u2019s fine to consider a hybrid approach and use other interactive elements within the conversation (e.g. buttons, cards, forms) to help users complete their goals faster and with less friction.<\/p>\n<p>As designers, we should avoid jumping on the bandwagon when the latest UI trend rolls round. Instead, we should focus on the problems in hand, fully explore possible solutions (old <em>and<\/em> new), and evaluate based on what\u2019s best for the users, not based on our own design ego, or based on a post we read on Medium. Sometimes the best solution could be considered as \u201cboring\u201d, and that\u2019s okay. Sometimes the most obvious and unfashionable design is actually the easiest for people to use.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2016 was the year of conversational design. Everywhere we looked, conversational UIs were breaking out of messaging apps and into the products we use every day, from shoe shopping to cosmetics and everything in between. Many&hellip;<\/p>\n","protected":false},"author":129,"featured_media":13647,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"category":[5],"tags":[339,489,494,83],"coauthors":[521],"class_list":["post-13649","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-and-design","tag-bots","tag-chatbots","tag-conversational-commerce","tag-design"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The cult of conversational design: why forms aren&#039;t dead yet<\/title>\n<meta name=\"description\" content=\"The UI of conversational design mirrors the way we naturally communicate. 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But here&#039;s why it actually requires more mental load than traditional user interfaces do.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.intercom.com\/blog\/why-forms-arent-dead-yet\/\" \/>\n<meta property=\"og:site_name\" content=\"The Intercom Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/intercominc\" \/>\n<meta property=\"article:published_time\" content=\"2017-10-11T15:47:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-07-30T11:57:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2017\/10\/Forms_Are_Not_Dead_Yet-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1968\" \/>\n\t<meta property=\"og:image:height\" content=\"932\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"ShekMan Tang\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Shekman\" \/>\n<meta name=\"twitter:site\" content=\"@intercom\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ShekMan Tang\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/why-forms-arent-dead-yet\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/why-forms-arent-dead-yet\\\/\"},\"author\":{\"name\":\"ShekMan Tang\",\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/#\\\/schema\\\/person\\\/dc5f089d3eaf6ddbecaa53a7e3b09d7c\"},\"headline\":\"The cult of conversational design: why forms aren&#8217;t dead yet\",\"datePublished\":\"2017-10-11T15:47:43+00:00\",\"dateModified\":\"2020-07-30T11:57:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/why-forms-arent-dead-yet\\\/\"},\"wordCount\":1351,\"publisher\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/why-forms-arent-dead-yet\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/Forms_Are_Not_Dead_Yet-1.jpg\",\"keywords\":[\"bots\",\"chatbots\",\"conversational commerce\",\"design\"],\"articleSection\":[\"Product &amp; Design\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/why-forms-arent-dead-yet\\\/\",\"url\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/why-forms-arent-dead-yet\\\/\",\"name\":\"The cult of conversational design: why forms aren't dead yet\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/why-forms-arent-dead-yet\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/why-forms-arent-dead-yet\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/Forms_Are_Not_Dead_Yet-1.jpg\",\"datePublished\":\"2017-10-11T15:47:43+00:00\",\"dateModified\":\"2020-07-30T11:57:49+00:00\",\"description\":\"The UI of conversational design mirrors the way we naturally communicate. 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