Smartflows

Comprehension and flexibility for the end of call flow and better onboarding

Company

Aircall.io


Project name

Smartflows


Role

Lead Product Designer


Date

Jan – Mar 22

Aircall.io is a company that offers a simple online platform for sales and support staff to configure and manage their inbound and outbound calls. ‘Smartflows’ is the name given to the area of the platform which deals with call routing and what happens when someone calls a specific number (what options they are given / which team the call is sent to etc). The team was hard at work redesigning this area of the platform but had a number of open questions about how the end call area of the flow (e.g. call-back, voicemail etc) should work.


In addition, there was existing evidence from support tickets that there was a steep learning curve for new users. I supported the team on organising and moderating some user testing and evolving our UX patterns in both areas


Draft designs

Early draft of the end call model (separate widgets)

Early draft of the end call model (suggested widgets)

Early draft of the end call model (combined widget)

Early draft of the end call model (semi combined widget)

User testing prototypes and findings report


Co-design sessions for possible future enhancements

Final designs

Read Vs. edit mode with final widget designs

Minimise UI option, final widget box w/separate end call widgets and breakable branch lines via subheader

Draft design ideas for onboarding

Onboarding / FTU overlay

Widget “combo packs” – popular widget combinations to get started quickly

Support popovers