Macy’s - Virtual Agent

Opportunity: Research, UX/UI Design
Challenge: Improve existing Virtual Agent
Duration: Sept 2019 - Mar 2020

Overview


Problem Statement

As Macy’s Virtual Agent (VA), we want to help our customers to answer their questions correctly and as quickly as possible.

LT:DR

We want to personalized help for customers as much as possible. We connected our chatbot with login API which allows us to serve our customers as fast as possible. In addition, we improved the look and feel.


Before V.S. After

 


Define


Looking into Analytic

We want to solve the problem that is highly impacted to our customers. Based on our analytic data, the top 3 intends are Where is my order? Ask about my Return, and Ask about Promos. For this project, we want to prioritize to solve “ Where is my order” intent.

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Problems with looking up orders

When customers look up their orders at VA, only 63% of our customers successfully look up their orders, and 11% of our customers enter the wrong order number and or email.

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Current Screen of looking up orders

The below screens are looking up order. Here are this stages of looking up. Even with the happy path, it takes 20 steps for our customers to successfully look up their order!

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Press Chat button / widget

  1. Load entry form

  2. Enter first name

  3. Enter email

  4. Enter question

  5. Press “Enter Chat”

  6. Load chat interface

  7. Read VA introduction

  8. Read VA’s response to question

  9. Comprehend VA’s response (where to find number)

  10. Remember how to find number (high cognitive load)

  1. Scroll down to see order number form

  2. Leave chat window

  3. Find order number in email

  4. Copy or remember order number

  5. Go back to chat

  6. Enter order number

  7. Enter email or phone number

  8. Press submit

  9. Load VA’s response

  10. Scroll down to see VA’s response

  11. Read order information

Figuring out why?

As looking at it. We notice it is high interaction cost and it has unclear layout & Visual hierachy.

Design Goals


For this iteration, we decided these following are our design goals as our guiding north star

  • Make order easier to find and read

  • Reduce steps to enter chat, and ask questions

  • Provide more personalized help

  • Don’t make customers navigate in/out

Research


Competitive Research- Features

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Competitive Research - UI

We looked at direct competitors as Amazon, but we also looked at best in class for the virtual agent. What I saw across universally is the counted edges on the chat to give a friendliness feeling. They have large images to display the product.

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Final Prototype Comparison


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Future Improvement

  • Voice input

  • Less steps to ask the questions

  • Message and question recommendation

  • Secure sign-in without leaving the chat