Macy’s Virtual Agent

 

In June 2019, I led a design update of Macy’s customer service Virtual Agent (VA). At the time customers commonly engaged with the VA to check the status of their orders, yet many were unable to successfully do so. I worked with product and engineering partners to reduce the number of steps and cognitive effort required for getting order status information from the VA.

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The Current Experience

  • The VA was only available on the Macy’s website, not yet on the app

  • Required multiple steps to start chatting with the VA

  • Customers couldn’t link their accounts to the VA, causing them to manually enter more information in order to get help

Design Goals

 

Improve our customer’s experience using the virtual agent on the Macy’s website by…

🔍   Making orders easier to find and read

⏭   Reducing steps to enter chat, ask a question

🤖   Providing more personalized help

My team

My team

 

 My Role

  • Partnered with another junior designer to conduct brainstorm sessions with product and engineering partners

  • Updated Macy’s chatbot patterns

  • Created and presented prototypes / animations with PDM to UX, engineering and product leadership

My design improvements

 
 

Starting a chat

Removing the form in the beginning and including a sign in option made it easier for customers to start chatting with the VA and get personalized help.

 
Before

Before

After

Before

After

 
 

Finding an order

Rather than having to search their email or order history, signed-in customers can access their most recent orders directly in the VA.

 

Checking the status

Showing item thumbnails, and emphasizing shipment status with visual hierarchy will help customers identify when their items will arrive.

 
Before

Before

After

After

These design changes led to 22.93% increase in deflection rate for order inquiries (8/1/19 - 10/31/19) and contributed to 16% monthly reduction in call inquiry rate.

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