Weather

Weather

Weather

Insurance assistance claim through messaging

Insurance assistance claim through messaging

Insurance assistance claim through messaging

VoltBike is a leading provider of electric bicycles, designed for both urban commuters and recreational riders. We were tasked with creating a user experience that was intuitive, efficient and enjoyable for riders of all levels.

Client

Weather

Role

Product Designer

Timeline

1 year and 4 months

Responsabilities

UX Writing

Research process
Data analysis
Wireframes
Agile development
Team collaboration

Overview

Overview

Facilitating the opening of claims in the policyholder's palm

Facilitating the opening of claims in the policyholder's palm

Facilitating the opening of claims in the policyholder's palm

Weather* is a leader in 24-hour assistance solutions. Their main clients are insurance companies, vehicle manufacturers, banks, financial institutions, and retailers in Brazil. The challenge was to create easy contact with users through Chatbot solutions for various clients.

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High-Level Goals

High-Level Goals

Weather needed to help its business clients save money on customer service by replacing call center companies with an easy-to-use communication and service solution that allowed users to self-serve. The goal was to establish efficient user support, ensuring responsiveness and communication free from dissatisfaction and friction.

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“We want to automate contact with customers so that they can open their service requests themselves, with a personalized experience, 24 hours a day, 7 days a week."

“We want to automate contact with customers so that they can open their service requests themselves, with a personalized experience, 24 hours a day, 7 days a week."

Process

Process

Working with what we've got

Working with what we've got

Working with what we've got

Understanding

the Chatbot

Reduce

costs

Chatbot

retention

Improve

engagement

Weather already had a Chatbot and recognized the need to enhance its conversation flows to provide better service to its users. We initiated the project with structured research, such as user journey and initial conversational flows, to create new messages with improved interactions based on heuristics.

Research

Research

MVP Launch and Data Analysis

MVP Launch and Data Analysis

MVP Launch and Data Analysis

To understand Weather's client users, we conducted several interviews with stakeholders and launched a Minimum Viable Product (MVP) to collect data on how people would navigate the first version of the chatbot.

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Insights

Insights

User Difficulties

User Difficulties

User Difficulties

All these challenges faced by users resulted in a significant increase in the utilization of other customer service channels, especially Interactive Voice Response (IVR) or telephone contact to request assistance.

It was found that 72% of users who attempted to use the Chatbot (WhatsApp) needed to resort to human assistance via IVR to resolve their claims

It was found that 72% of users who attempted to use the Chatbot (WhatsApp) needed to resort to human assistance via IVR to resolve their claims

"no more human because a situation of help and despair is horrible to talk to something that sometimes can be simple, and the tool doesn't understand, and another 0800 and another number doesn't always work."

Amanda Silveira

Client

"They could enable assistance to be done through this channel."

Diana Rusback

Client

"You ask for the location and don't accept it... it's difficult."

Elizabete Flores

Client

"I didn't solve my problem, and they gave me the phone number for capitals and metropolitan regions."

Marcos Alexandre

Client

The user feedback was extracted from our analyses, so they are genuine. We've translated them into English to aid understanding.

User Persona

User Persona

User Persona

The creation of the persona helped us understand the needs and expectations of both the user and the business, serving as a strategic archetype for the majority of the surveyed users.

Ideation

Ideation

Perceptions and
Discovery of Pain Points

Perceptions and
Discovery of Pain Points

Perceptions and
Discovery of Pain Points

Resolution

It was extremely frustrating for Renato not to have his problems resolved quickly. Seeking help in a scenario of risk/fear, he felt that the chatbot was not useful.

Data Driven

Solving the identified problems was important, but the project should be directed towards error prevention through analyzed conversation patterns

Understanding

One of the premises for Weather hiring us was to find ways to make the chatbot more assertive in its responses. Therefore, it was necessary to improve the understanding of user topics

Whitelabel

We would need to resolve most of the problems that Renato had so that this solution could reach other Weather clients. Without risk, we could then reach other people

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Craft

Craft

Prioritizing the Problem

Prioritizing the Problem

Prioritizing the Problem

With the goal of defining and aligning the problem that needed to be addressed, we formulated user need statements, which helped organize our insights about the 'problem space'. Thus, faced with many problems and solutions that Weather needed, we decided to initially build an 'example' chatbot to become a whitelabel product. As the next steps, we planned to iterate on user experience and discover new features for continuous improvement.

For this reason, we will focus the case study explanation on constructing the optimal flow for vehicle insurance companies.

For this reason, we will focus the case study explanation on constructing the optimal flow for vehicle insurance companies.

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Looking for a complete chatbot

A/B Testing of WhatsApp Components

Used to compare two versions of the designed experience presented differently to assess engagement and performance, A/B testing helps make data-driven design decisions.

A/B Testing of WhatsApp Components

Used to compare two versions of the designed experience presented differently to assess engagement and performance, A/B testing helps make data-driven design decisions.

Testing Usability

Restructuring conversational flows with other designers and developers, organizing phrasing based on Nielsen's heuristics, and mapping user information through NPS surveys at the end of conversations.

Testing Usability

Restructuring conversational flows with other designers and developers, organizing phrasing based on Nielsen's heuristics, and mapping user information through NPS surveys at the end of conversations.

Redesigning Satisfaction Surveys

Weather had been using the Net Promoter Score (NPS) metric across all areas of the company for a long time. However, based on detailed data regarding the specific use of each chatbot, we chose to adopt the Customer Satisfaction Score (CSAT) survey metric.

Redesigning Satisfaction Surveys

Weather had been using the Net Promoter Score (NPS) metric across all areas of the company for a long time. However, based on detailed data regarding the specific use of each chatbot, we chose to adopt the Customer Satisfaction Score (CSAT) survey metric.

Implementations of Meta and WhatsApp Rules

Primarily utilizing the WhatsApp platform, I conducted a study on the impacts for Weather and the use of WhatsApp Business. This included creating active notification templates and assessing their pricing for sending messages to users.

Implementations of Meta and WhatsApp Rules

Primarily utilizing the WhatsApp platform, I conducted a study on the impacts for Weather and the use of WhatsApp Business. This included creating active notification templates and assessing their pricing for sending messages to users.

Message Cleaning and Implementation of Artificial Intelligence

We introduced a unique concept, focusing on the scalability of the project, which relies on cleaning incorrect user messages to provide a resolution through Natural Language Processing (NLP). Through a cascade of validation, we check each inconsistent user message so that the chatbot can understand the response and utilize artificial intelligence in case of errors. This way, we were able to enhance the chatbot's understanding and intelligence.

Message Cleaning and Implementation of Artificial Intelligence

We introduced a unique concept, focusing on the scalability of the project, which relies on cleaning incorrect user messages to provide a resolution through Natural Language Processing (NLP). Through a cascade of validation, we check each inconsistent user message so that the chatbot can understand the response and utilize artificial intelligence in case of errors. This way, we were able to enhance the chatbot's understanding and intelligence.

Results

Results

Iteration was crucial for gathering meaningful metrics

After dedicating initial efforts to identify various issues, we prioritized solutions through research. We implemented several improvements, launching them quickly and obtaining valuable feedback.

175%

growth in service openings compared to the start of the project, around 22,000 new openings by 2022.

Improved comprehension

Improved comprehension

with the help of the ‘cascata de validação’, we were able to improve customer retention, increase engagement, and enhance the chatbot's understanding, addressing Renato's issues more effectively.

36%

of users no longer need to contact a human attendant in order to solve their problems via Chatbot, which reduced investment in call centers.

Learning

Learning

Improving a product is about listening and understanding the reality of others

Improving a product is about listening and understanding the reality of others

Improving a product is about listening and understanding the reality of others

I had the opportunity to collaborate with highly skilled professionals in the areas of design, data, development, and artificial intelligence. This team was crucial in achieving excellent results of which I am immensely proud.

One of the key lessons I learned was the importance of keeping the user always in focus to genuinely understand their needs. Additionally, I used data analysis to validate our assumptions and comprehend the demands of all stakeholders involved.

This challenging project was a valuable opportunity to recognize my limitations and overcome them through an iterative approach, where failures and restructurings were essential. In the end, we achieved outstanding results by continually enhancing our solutions.

Greencyber

Greencyber

Digital whitelabel protection, streamlined for businesses

AAFESP

AAFESP

Strategy to attract volunteers

Miaudota

Miaudota

Artificial Intelligence in Adopter Filtering

Let's talk about design, business, or coffee?

© 2024 • ALL RIGHTS RESERVED • Created with ☕ and 💖 by Fabricio Rezende

Let's talk about design, business, or coffee?

© 2024 • ALL RIGHTS RESERVED • Created with ☕ and 💖 by Fabricio Rezende

Let's talk about design, business, or coffee?

© 2024 • ALL RIGHTS RESERVED

Created with ☕ and 💖 by Fabricio Rezende