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Empowering SMEs with our redesigned AI Chatbot, Kotae - Part 1: Research and Discovery
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Tokyo Techies

Empowering SMEs with our redesigned AI Chatbot, Kotae - Part 1: Research and Discovery

We're thrilled to announce the launch of our new and improved version of Kotae, our AI chatbot designed specifically for small and medium-sized businesses who manage high volumes of customer inquiries. This marks a major step forward in our commitment to providing intuitive and user-friendly AI solutions.

This blog post is the first of a series that will give a peek into the design and development process behind Kotae v3. Today, we'll focus on the first step: defining problems and conducting research.

Understanding User Needs

Our journey began with a comprehensive review of feedback from our MVP users and internal stakeholders. We recognized areas needing refinement and aimed to elevate Kotae's usability and overall user experience. In particular, we had a high drop rate in our onboarding flow. We hypothesized that users were experiencing friction in signing up for a free trial and set out to identify potential areas of improvement. 

The scope of our research included the following questions:

  • How effective is our landing page in informing visitors about our product and free trial?
  • Where might users be encountering friction in our onboarding process?
  • How easy to use is our dashboard for new users?

And our primary goals were to:

  1. Uncover Usability Issues: Identify pain points within the onboarding flow
  2. Prioritize Improvements: Assess the severity of issues and prioritize them for future ideation
  3. Gather User Feedback: Listen to users and look for additional pain points in their business that could potentially be solved by Kotae 

Employing Robust Research Methodologies

To achieve these goals, we employed two standard user research methods:

  • User Interviews: We conducted open-ended interviews to understand users' businesses, technology usage, pain points, goals, and overall needs. This helped us identify areas where Kotae was meeting or falling short of expectations.
  • Usability Testing: We observed new users interacting with Kotae, asking them to complete specific tasks. We recorded their actions, noted their reactions, and conducted debriefing sessions to gather detailed feedback on their experience.

Measuring Usability: Effectiveness, Efficiency, and Satisfaction

We evaluated usability using three key metrics:

  • Effectiveness: Did users successfully complete the assigned tasks? This was a binary measurement (yes/no).
  • Efficiency: How quickly did users complete the tasks? We compared their times to those of our expert users (control group) to assess the intuitiveness of the system. A larger gap is generally associated with lower intuitiveness, as that indicates a user might take a longer period of time to become an expert user.
  • Satisfaction: We used the System Usability Scale (SUS), a 10-question survey, to gauge user satisfaction after task completion.

Identifying Critical User Paths (Red Routes)

The tasks we assigned were "red routes"—critical paths nearly all users must take to utilize Kotae:

  • Visit our LP, sign up for a free trial, set up and train the bot
  • Create a custom response to further fine tune the bot’s accuracy 

Key Findings: Room for Improvement

Our usability assessment revealed that while Kotae was effective (task completion rate was high), it lacked efficiency. For example, one task was completed in approximately 5 minutes by expert users, while new users took an average of 17 minutes. This highlighted the need for a more streamlined onboarding process.

User satisfaction was also below our target, with an average SUS score of 56.9, indicating low satisfaction.

We then analyzed our observations from the usability tests and categorized usability issues into the following six groups:

  • Landing Page
  • Chatbot Setup
  • Analytics
  • History
  • Custom Responses
  • General

This provided a framework for identifying the most problematic aspects of our product, prioritizing problems, and eventually ideating solutions to these issues. 

In Part 2 of this series, we'll explore how we addressed these usability challenges and delivered a more satisfying experience for our users.

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