project showcase

SecuRita ChatBot

Advanced conversational interface to optimize business processes in the CX domain, leading to a notable reduction in customer support initiatives.

View Prototype →

Overwiew

TimeLine

12 Months

Disciplines

Conversational interface,

UX Design,

Voiceflow

My Role

UX Research & Analysis

Chatbot Development

User Testing

Team Size

4

A little about the company...

Securitas Technology delivers advanced security solutions for commercial and residential spaces, including access control, remote monitoring, and intrusion systems. Their flagship app, HQ, provides users with real-time monitoring, instant alert responses, and seamless management of security systems, ensuring effective and proactive security oversight.

The story..

During the Covid-19 pandemic, we experienced a drastic 600% increase in customer service calls. This surge led to longer wait times, more abandoned calls, and added stress on our support team. To tackle this challenge, we introduced a conversational user interface bot. Designed with our customers in mind, this bot efficiently handles inquiries, captures user needs, and helps us maintain strong customer relationship, even during peak times.

600%

Increase in number of calls

20 mins

Wait Time

20%

Abandoned calls

Problem Statement

“How might we enable Securitas Technology to envision a conversational user interface for their security management system through the HQ web application”

Key Features

Transparency in Chatbot

While harmonizing transparency and humanized conversations
Intelligent Dialogues

Cultivating Trust Through Knowledge-Driven Conversations
Expedited Inquiry Resolution

Instead of enduring lengthy waits on the 1-800 number

Process

Requirement Gathering
The project began with thorough requirement gathering and analysis to understand how to address the problem and benefit both end users and the company.

HQ application:  HQ is a security management system that enables users to monitor multiple locations and perform tasks such as testing systems, setting up alerts, and assigning access permissions to buildings.

Target end users:  Security Analyst, Building Managers
Scope Alignment
We built out the UX project canvas, ensuring alignment and clarity throughout.

Market Analysis
We conducted a competitor analysis to evaluate how other companies address customer relationship needs and the impact of CUI on their operations.

The top competitor for Securitas is ADT which uses a chatbot Olivia

Impact of ADT Olivia

+7.2k

Monthly Conversations

97%

Conversations end in resolution

24/7

Support Available

User Interviews
We conducted 7 user interviews to understand:

• Understanding key tasks of users using HQ Application
• Identifying the pain points of users when they call customer care
• Identifying users familiarity and comfort with conversational interfaces
• Preferences for the type of conversational interface: chatbot vs voice assistants.

"
I would rather use a chat on my browser window than keep a call waiting on my phone.
"
I would rather use a chat on my browser window than keep a call waiting on my phone.
Affinity Mapping
Affinity mapping the interview findings aided in deriving insights into the usage needs, the pain points, perception to CUI and wants of our end users

We created a persona based on the gathered information to guide the process moving forward.
Call Rails Analysis
Call Rails is an application that stores transcripts, recordings, and customer satisfaction ratings from support calls. In addition to interview insights, we reviewed 100+ calls to further refine the project scope or intents that we will be addressing using the conversational interface.
Final Direction
Combining our findings from Call Rails and the User Interviews, the most common user intents were identified as:


• Putting the system on test
• Service Dispatch

Call rails additionally gave us insights on the possibility of automating the responses as they had a fixed sequence of steps to follow to resolve the issues.
Defining The Flow
Based on the current user feedback and the resolution steps dictated when 1-800 number is called, the ideal user flow for both our use cases were defined.
VoiceFlow Prototype
VoiceFlow is a low code chatbot development tool that has been widely used in the industry. The bot can be further enhanced with JS scripts to perform actions the user is requesting. In the backend, it makes use of reinforcement learning to build on different phrases used to request a specific action.

Using VoiceFlow, A chatbot was built based on the insights from Call Rails s into some commonly used phrases to train the bot.
Think a loud sessions
Think aloud sessions were conducted with 5 users to narrow down and understand how the prototype can be reiterated.

Research Goals:
1. How the participants perceive the language of the bot?

2. Is the conversation flow as expected?


Users were tested on 3 task scenarios:
• Putting their system in test
• Checking status of a ticket
• Creating a new ticket

We used the atomic We used the atomic UX Research canvas to consolidate our findings. to consolidate our findings.
Final Direction

Need for context

Users need to be logged in for the chat flow to work. This aids in auto suggesting inputs and traceability of different actions performed in the system.  

Natural language & Intent recognition

More humane and natural language needed to make the user more comfortable while using a chatbot while allowing for better input recognition.

Affirmations and Confirmations

Appropriate formatting for confirmations based on the provided input improving the users trust on the AI system.

Feedback Loop

Handling errors by redirecting to the right department of customer care and taking in negative feedback to improve on bot flow.

Defining Visual Languague
Descriptive/ Predefined Input Method
Auto Suggest Location from HQ Account
In App Widgets for Date and Time
Feedback loop
Empathetic & Appropriate Affirmations to Enable Trust
Smart Bot Responses based on Existing Knowledge
Detailed Information in response to User Queries
Confirmation Prior to Finalizing Bot Action

The Impact

Client Feedback

“The research was a good validation for what we had already collected. This work and the data is a great foundation to base our future conversational projects off of.”

Connor Nash
Innovation Strategist Currently at Securitas Technology

“Working with this team through this project has been a wonderful experience. You guts really came through with the final deliverables and I am proud of your work.”

Olivier Willems
Project Manager at Securitas Technology

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