Customer engagement is the starting point for any customer/advocate interaction. With this new product for Needle - Instant Answers - we needed to study a simple question that had profound impact for our product: when do people want to help chat while shopping? Answer this and we could find new ways for our customers to get pre-purchase help from our partner's product experts. With that question in mind, we started a round of customer research...
This project started with bringing in around 12 people and watching them shop on our partner's sites. We observed why they would initiate a chat, and more importantly, why they would NOT.
Our team presented our end-user test findings to the company around the problems discovered with our current method of customer engagement. We hosted a giant "group think" discussion - a brainstorm - on how we could solve this problem.
We defined our hypotheses to test as a result of our customer research.
We mapped out the relationship between customer needs and product service in search of "problem/solution fit"
This map prioritizes the importance of each of the customer's needs and served as a guide during development.
Thinking through the work flow of Instant Answers in the Advocate console.
Initial wireframes for Instant Answers....a far cry from where it ended up.
One of a few tested ideas was to use existing technology with quicker ways to engagement by embedding a text field directly in the invite.
Externalization of our work on the "Designer's Wall" for more group discussions around our current thinking.
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Needle - Increasing Customer Engagement

Customer engagement is the starting point for any interaction between a shopper and one of Needle's advocate. For this reason, a primary goal for us at Needle is to find new innovative ways to connect customers to advocates.

Currently, Needle's primary means for starting a conversation with an "advocate" is through chat. While effective in it's own ways, chat has a notorious reputation online for resulting in a poor customer experience. This was only confirmed through our own set of in-house customer observations. Fortunately, where there are problems, opportunity for improvement also exists.

The "Instant Answers" project was an exploration into new ways to increase customer engagement. Rather than a full chat, Instant Answers gave customers the opportunity to read answers to questions previously submitted by other customers. If it was a new question, the customer would be put directly in touch with an advocate for a quick live answer.

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Freelance, Full-time
Christian Larsen
Director of UX at MRM Salt Lake City, UT