{"id":24535,"date":"2020-08-25T10:55:16","date_gmt":"2020-08-25T09:55:16","guid":{"rendered":"https:\/\/www.intercom.com\/blog\/?p=24535"},"modified":"2021-09-10T14:48:51","modified_gmt":"2021-09-10T13:48:51","slug":"conversational-design-for-better-products","status":"publish","type":"post","link":"https:\/\/www.intercom.com\/blog\/conversational-design-for-better-products\/","title":{"rendered":"Conversational design for better products"},"content":{"rendered":"<p>We all know what a conversation between two people sounds like.<\/p>\n<p>\u201cHey, can you help me a sec?\u201d<br \/>\n\u201cSure. What\u2019s up?\u201d<br \/>\n\u201cI just can\u2019t make sense of this dashboard.\u201d<\/p>\n<p>Human conversation is a sequence of verbal exchanges \u2013 what linguists call turn-taking. This rhythmic exchange is deeply hardwired into our social neurophysiology, as call-and-response bonding in animals is likely hundreds of millions years old. And as humans, we carry our hardwired back-and-forth expectations into our interactions with computers.<\/p>\n<p>There\u2019s a lot of discussion around conversational computing these days \u2013 at Intercom, we talk about our <a href=\"https:\/\/www.intercom.com\/blog\/conversational-relationships\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer communications platform<\/a>, <a href=\"https:\/\/www.intercom.com\/blog\/customer-support-software?on_pageview_event=whats_new_carousel\" target=\"_blank\" rel=\"noopener noreferrer\">conversational support<\/a> and <a href=\"https:\/\/www.intercom.com\/blog\/customer-acquisition\" target=\"_blank\" rel=\"noopener noreferrer\">conversational marketing<\/a>. But what makes software conversational? The way it sounds, or something deeper?<\/p>\n<p>This piece outlines a process for building and structuring effective conversational experiences in software. Along the way, we\u2019ll explore how conversational UX \u2013 cooperative exchanges of inputs and outputs \u2013 closes gaps between products and users.<\/p>\n<h2 id=\"overcoming-gaps-in-understanding\">Overcoming gaps in understanding<\/h2>\n<p><a href=\"https:\/\/plato.stanford.edu\/entries\/grice\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paul Grice<\/a>, a 20th century philosopher of language who studied how conversation works, is a perennial touchstone for teams working in AI, linguistic engineering, and conversational design. Deservedly so. One of Grice\u2019s key insights is what he called the <a href=\"https:\/\/en.wikipedia.org\/wiki\/Cooperative_principle\" target=\"_blank\" rel=\"noopener noreferrer\">cooperative principle<\/a>. Simply put, it\u2019s the idea that a conversation is a collaborative process aimed at forming meaning by overcoming gaps in understanding.<\/p>\n<blockquote class=\"pullquote-style-two\"><p>\u201cIn human interactions, we instinctively work together to close the gaps in meaning inherent in conversation\u201d<\/p><\/blockquote>\n<p>In human interactions, we instinctively work together to close the gaps in meaning inherent in conversation. That process still fails a good bit, but most of us know to repair confusion quickly with follow-up questions. And beyond knowing when to disambiguate, we excel at making contextual inferences. So when my child asks, \u201cMay I have ice cream?\u201d and I say, \u201cIt\u2019s not even lunchtime yet!,\u201d she understands that I\u2019m saying no. Whether she accepts that communication is a separate issue.<\/p>\n<p>In software, gaps in understanding can be relatively small (\u201cHow do I filter by location?\u201d) or fairly foundational (\u201cAre \u2018apps\u2019 different from \u2018integrations\u2019?\u201d). Especially for these bigger understanding gaps, you\u2019ll need to design conceptual frameworks and systems that work for your users. Ask yourself, \u201cHow do I bridge users\u2019 existing mental models and the product itself?\u201d<\/p>\n<p>To figure out the big and small gaps your conversational UX needs to bridge, start with all the standard things: deeply research users\u2019 problems, understand the competitive landscape, figure out the constraints, align the work with the larger company strategy, and so on. Then define and document the parameters of your cooperative conversational experience \u2013 you can use something like the following \u201cjob story\u201d formula.<\/p>\n<blockquote><p><strong>As [user], I\u2019m partnering\/collaborating with [product\/product area\/flow] to [job]. We\u2019re in dialogue about [explicit or implicit user signal].<\/strong><\/p><\/blockquote>\n<p>This can be a broad formulation, typically for early-stage work. For instance: \u201cAs a teen with an anxiety disorder, I\u2019m partnering with a new mental wellness chat app to feel better over time. We\u2019re in dialogue about my ups and downs.\u201d Or it can be more granular, for targeted parts of a larger experience: \u201cAs a student with test anxiety, I\u2019m partnering with Balm\u2019s breathing coach feature to bring my body back into regulation. We\u2019re in dialogue about how I\u2019m doing moment by moment.\u201d<\/p>\n<p>Be sure you\u2019ve clearly understood who\u2019s in dialogue (ex: specific user segments and your in-product brand personality), the parameters of the interaction, and the job they\u2019re cooperating on.<\/p>\n<h2 id=\"structure-conversations-through-turn-taking\">Structure conversations through turn-taking<\/h2>\n<p>Next, to get a sense of the inputs that will drive the conversation, list the decisions the user will need to make in this experience. You\u2019ll quickly discover that sequence often matters. Pay attention to the implications of sequencing one user decision \u2013 that is, one conversational turn \u2013 before another.<\/p>\n<blockquote class=\"pullquote-style-two\"><p>\u201cAs you work on sequencing, don\u2019t forget to pay attention to the conversational rules that you probably follow intuitively in every day chats with friends\u201d<\/p><\/blockquote>\n<p>We\u2019ve all encountered conversational problems in the wild and online. As you work on sequencing, don\u2019t forget to pay attention to the conversational rules that you probably follow intuitively in every day chats with friends. For the conversationally challenged, Grice elaborated his <a href=\"https:\/\/www.thoughtco.com\/cooperative-principle-conversation-1689928\" target=\"_blank\" rel=\"noopener noreferrer\">cooperative principle<\/a> with rules of engagement. Keeping those rules in mind, we can solve four common UX design problems:<\/p>\n<ul>\n<li><strong>Turn-taking problems.<\/strong> In human conversations: too much context or not enough, like over-explanations or terse replies. In UX, don\u2019t present users with a wall of text. But also: don\u2019t leave off labels, explanations, hint text, and progressive disclosure.<\/li>\n<li><strong>Trustworthiness problems.<\/strong> Lies, misrepresentations, exaggeration. In UX, avoid this by aligning with legal best practices \u2014 such as avoiding words like \u201calways\u201d and \u201cnever\u201d \u2014 and making sure you truly understand the logic that you\u2019re describing.<\/li>\n<li><strong>Focus problems.<\/strong> Digressions and non-sequiturs. Prevent focus problems in your software by not asking or telling the user something that isn\u2019t relevant to them at that moment. If a SaaS user is only using 3 seats on a plan capped at 10 seats, don\u2019t ask her to upgrade yet.<\/li>\n<li><strong>Delivery problems.<\/strong> Inarticulate, unclear, or ambiguous communications. To uplevel the nitty-gritty of your UX writing craft, turn to any number of excellent <a href=\"https:\/\/www.uxwritinglibrary.com\/books\" target=\"_blank\" rel=\"noopener noreferrer\">UX writing books<\/a>. Obsessively collect screenshots of good UX writing \u2014 writing that sounds human. Imagine what it might\u2019ve started out as. (One example to get you started: Netflix\u2019s \u201cWho\u2019s watching?\u201d could have been \u201cSelect a viewer.\u201d)<\/li>\n<\/ul>\n<h2 id=\"test-it-out\">Test it out<\/h2>\n<p>A best practice for refining conversational experiences are table reads (a common screenplay practice). Here\u2019s how:<\/p>\n<ul>\n<li>Create a screenplay version of your interface, either as an exchange of UI copy and user inputs or as an imagined conversation between two characters. (This actually works for graphical interfaces, too; I\u2019ve even done script versions of settings pages.) For forking conversational flows, script out a few different paths. Here&#8217;s an excerpt of a script I wrote during early explorations of bots for the Intercom Messenger:<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/08\/conversational-design-example.jpg\" alt=\"A detail of a script I wrote during early explorations for solutions and bots for the Intercom Messenger.\" width=\"1400\" height=\"1244\" \/><\/p>\n<ul>\n<li>Run table reads with members of your team. One person plays the user and another plays the interface.<\/li>\n<li>Take notes. Is the flow logical and smooth? Are there any robotic-sounding places? Any places where the reader stumbled over the words? Be sure you\u2019ve got at least one customer expert \u2013 someone from research or support, usually \u2013 observing and noting any terms, concepts, or sequences that might be stumbling blocks.<\/li>\n<\/ul>\n<p>Watch out for moments when one reader (either the user or interface) is droning on too long. In your next iteration, consider solving this by interjecting graphical (read: non-conversational) elements into the larger conversational experience:<\/p>\n<p><strong>To gather a lot of input from the user all at once:<\/strong> Consider using a form. For instance, have your Messenger <a href=\"https:\/\/www.intercom.com\/blog\/why-forms-arent-dead-yet\/\" target=\"_blank\" rel=\"noopener noreferrer\">deliver a form within the larger conversational framework<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/08\/conversational-design-inline-form.jpg\" alt=\"To gather a lot of input from the user all at once, consider using a form.\" width=\"1700\" height=\"1759\" \/><\/p>\n<p><strong>To communicate a lot of system information to seasoned users all at once:<\/strong> Consider using graphical approaches \u2013 charts, lists, information cards, maps, and so forth. Again, these can be embedded within a larger conversational UX.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/08\/conversational-design-inline-chart.jpg\" alt=\"To communicate a lot of system information to seasoned users all at once, consider using graphical approaches.\" width=\"1700\" height=\"1759\" \/><\/p>\n<h2 id=\"ux-designs-conversational-turn\">UX design\u2019s conversational turn<\/h2>\n<p>Scalable conversational design is technically feasible like never before. That\u2019s a good thing for everyone. When conversational design practices mature alongside systems thinking, information architecture, visual craft, and a genuine hunger to better understand users, the software we build will be a lot better at its job: solving human problems.<\/p>\n<blockquote class=\"pullquote-style-two\"><p>\u201cThe North Star of conversational design is an intelligent system that\u2019s truly and flexibly responsive to user signals\u201d<\/p><\/blockquote>\n<p>The North Star of conversational design is an intelligent system that\u2019s truly and flexibly responsive to user signals. A UI that listens more than lectures. After all, the more inputs the system can take in from the user, the more chances it \u2013 and the product team building it \u2013 gets to:<\/p>\n<ul>\n<li><strong>Detect the user\u2019s intention<\/strong> (system action: parsing new inputs)<\/li>\n<li><strong>Confirm the intention<\/strong> (system action: showing the user that the system has registered inputs)<\/li>\n<li><strong>Adjust to that input<\/strong> (system action: personalizing the experience)<\/li>\n<li><strong>Correct misconceptions<\/strong> (system actions: offering proactive explanations or helpful error states)<\/li>\n<\/ul>\n<p>When we allow users to respond to the system \u2013 to dismiss a suggestion, add a rating, customize a view, or any number of other inputs \u2013 the system can learn faster. For example, the system can \u201clearn\u201d that a given customer doesn\u2019t need or use a subset of features, but really would benefit from one particular automation feature. Then it can make a meaningful interjection recommending that feature. An intelligent, targeted logic spares users the noise and dilution of unnecessary chatter, so the communications that matter stand out more.<\/p>\n<p>And far beyond facilitating informational exchanges, building for rhythmic turn-taking has another, more human outcome. It lets your product be attuned \u2013 that is, emotionally appropriate and truly responsive \u2013 at every turn. And at every turn, the understanding gap between you and the user narrows. This is UX empathy in practice.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We explore how to structure effective experiences in software and how conversational UX closes gaps between products and users.<\/p>\n","protected":false},"author":457,"featured_media":24532,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"category":[5],"tags":[1143,23164,146,13376],"coauthors":[24461],"class_list":["post-24535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-and-design","tag-conversational-design","tag-conversational-support-funnel","tag-recruitment","tag-ux-design"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Conversational design for better products - The Intercom Blog<\/title>\n<meta name=\"description\" content=\"We explore how to structure effective experiences in software and how conversational UX closes gaps between products and users.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.intercom.com\/blog\/conversational-design-for-better-products\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Conversational design for better products\" \/>\n<meta property=\"og:description\" content=\"We explore how to structure effective experiences in software and how conversational UX closes gaps between products and users.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.intercom.com\/blog\/conversational-design-for-better-products\/\" \/>\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=\"2020-08-25T09:55:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-09-10T13:48:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/08\/conversational_thinking.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1968\" \/>\n\t<meta property=\"og:image:height\" content=\"921\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Meredith Castile\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@meredithcastile\" \/>\n<meta name=\"twitter:site\" content=\"@intercom\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Meredith Castile\" \/>\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\\\/conversational-design-for-better-products\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/conversational-design-for-better-products\\\/\"},\"author\":{\"name\":\"Meredith Castile\",\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/#\\\/schema\\\/person\\\/11ea486f694791ecf1df3061b0f3fc6c\"},\"headline\":\"Conversational design for better products\",\"datePublished\":\"2020-08-25T09:55:16+00:00\",\"dateModified\":\"2021-09-10T13:48:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/conversational-design-for-better-products\\\/\"},\"wordCount\":1481,\"publisher\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/conversational-design-for-better-products\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/08\\\/conversational_thinking.jpg\",\"keywords\":[\"conversational design\",\"conversational support funnel\",\"recruitment\",\"ux design\"],\"articleSection\":[\"Product &amp; Design\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/conversational-design-for-better-products\\\/\",\"url\":\"https:\\\/\\\/www.intercom.com\\\/blog\\\/conversational-design-for-better-products\\\/\",\"name\":\"Conversational design for better products - 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