Onboarding Bot

DevLaunchers

UX Research | UX Writing | GPT Chatbots

Project currently in development
Macbook Mockup for Obboarding bot project

My Contribution

User Research through stakeholder interviews
Analysis of research - FigJam, Interview coding
UI Design for mockups - 3 design variants created through the DevLaunchers Design System
Graphic Designing for specific design artifacts

The team

1 Project Manager, 1 UX Researcher, 2 AI Engineers & 1 Front End Developer

Timeline

July 2023 - Present

Project Constraints

  • DevLaunchers is a volunteer, remote organization - made progress slower than expected
  • Introduction of AI - I had to ensure that my design recommendations were feasible from an AI engineering POV

project overview

Project Background

DevLaunchers is a non-profit organization created to support individual tech journeys by providing hands-on experience and expertise. It mainly builds open source software projects led by professionals in various domains. As the organization continues to grow, there is a need for streamlined operations within the community.

Key Features

Open Conversation

The bot will initiate first contact with the new members to welcome them and get started at the organization.

Consistent Experiences

The chatbot will ensure consistent onboarding flow across the organization ensuring all required information is relayed in its entirety.

Clear documentation and information

The bot will act as a one stop solution to provide access to organization documentation.

Act as contact directory

The bot will collate the contact database of the organization and provide the correct point of contact for new and old members looking to connect with individuals within the organization.

Product Validation

The design of the bot was tested several times through internal feedback loops and organization wide surveys. The UI of the bot was verified and validated by different design teams within the organization to ensure seamless integration across the organization and adherence to the design system.

The team plans to conduct think aloud exercises as well as remote surveys and user testing once a working version of the bot with the UI front-end integrated is complete.

how did we achieve this?

See our design process

Broad research

project brief

DevLaunchers is a vast organization with different verticals. Being a remote first, volunteer organization, there are a lot of areas which can benefit from an automated AI solution. This project started with the brief of exploring GPT based solutions which can help streamline operations in the long term.

interviewing community members

First round of broad research involved interviewing key community members to gain a high level understanding of the problems being faced in the day to day operations.

These interviews not only contributed several key ideas to our initial brainstorming sessions but also gave an insight into the inner workings of the community.

Click Here to view FigJam file

identifying the problem

Narrowing The scope

I identified the target audience for each solution and worked out the impact that each would have on the organization as a whole. This gave me an idea of what the team could potentially work on.

A community vote via the discord channel helped the members voice their own opinions and ideas for the team.

understanding onboarding at devlaunchers

current onboarding workflow

The operations team at Devlaunchers helped sketch out a rough workflow for their current onboarding process. An important discovery was that the workflow was only a rough guideline on how members at Devlaunchers would be onboarded, individual experiences would vary based on the team and team lead.

reviewing onboarding experiences

I interviewed new members at Devlaunchers to understand their experiences with the onboarding process. The key aim was to understand the timeline of onboarding and their opinions on how a chatbot could help improve or streamline their experience. At the end of each interview, the participants were also asked to rate their experience out of 5.

onboarding experience rating

Click Here to view FigJam file

what is the need for an onboarding bot?

Based on interviews conducted with new members, the onboarding experience was rating 3/5. This is not a terrible rating and meant that the current onboarding process was working fine.

why then did the community at large vote for a better onboarding bot?

bottleneck at first contact

Co-founders Kris and Chung are usually the first contact for new members. Being an open volunteer organization, having 2 people reach out to all incoming members creates a bottleneck.

inconsistent experiences

Despite a common workflow of onboarding, each team member has a slightly different onboarding experience. This is because each team leader has their own way of integrating new members.

information gap

Members at Devlaunchers are often also handling a second commitment alongside working at Devlaunchers.  As a result, there can be a lot that slips through the gaps when transferring information to new joinees.

identifying a point of contact

Since the primary method of communication is Discord, there is no way to find out the designation of members. Hence when there is a need to find a point of contact for a certain team, new volunteers can face problems.

designing the bot

initial sketches

low fidelity

I tried to visualize what a new onboarding workflow could look like with the bot being used to welcome new members to volunteers. The initial workflow raised several key questions:

  • Where within the website should the bot reside?
  • Should the bot only become available after log in?
  • Should the bot be a full page entity or a pop up window on the user profile page?
  • What should be the extent of the bots knowledge from an onboarding point of view?

mid fidelity

Mid fidelity designs were created to gain feedback on the workflow and to try and answer the questions raised.

Click Here to view Figma file

full screen chatbot and UI versions

The team internally finalized the full screen chabot to go ahead as there is potential to expand the bot from onboarding to complete operations assistance in the future. Based on this, the full screen chatbot was finalized to maintain ease of use and consistency for future versions.

Three different mid-fidelity UI versions were created and the community voted for the final layout via Discord.

interfacing with user profile page

The final layout was integratred with the new User Profile designs to create the final look of the chatbot.
The side panel for navigation was decided as the primary access point for the bot.

Click Here to view Figma file

watch this space for further updates

The project is currently in the development stage with final designs for the first iteration being handed over.
On the design front, the team is exploring different graphics and iconography to better represent the idea of the bot and the personality of the DevLaunchers organization.

Checking out the Figma file link will enable you to view the latest on the UI front and see additional screens, edge cases, newer graphics etc which will be integrated with the new DevLaunchers website.

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