Optimizing Employee Support: Mobile UX for AI Virtual Assistant

Spearheaded the mobile adaptation of an AI-powered virtual assistant for Bank of America. Led the UX design efforts to bring a successful desktop support solution to mobile, enhancing accessibility and usability for over 200,000 employees on the go. Demonstrated expertise in translating complex desktop interactions into an intuitive mobile experience, improving technical support efficiency and user satisfaction across the organization.

Image of three wireframes: the first shows a user typing'ARM request' into the virtual assistant; the second shows the user receiving a response with a link after asking, 'where can I find the employee directory?", the third shows the directory link opened with reading material."
Image of three wireframes: the first shows a user typing'ARM request' into the virtual assistant; the second shows the user receiving a response with a link after asking, 'where can I find the employee directory?", the third shows the directory link opened with reading material."

Challenge:

Our UX team was tasked with extending a successful desktop virtual assistant to mobile platforms, addressing the need for on-the-go technical support for over 200,000 employees. The challenge was to maintain the desktop version's effectiveness while optimizing for mobile use, considering limited screen real estate and varying user contexts.

Image of my design process visual featuring the stages Discover, Define, Develop, and Deliver, with bullet points listing the steps taken within each design phase.
Image of my design process visual featuring the stages Discover, Define, Develop, and Deliver, with bullet points listing the steps taken within each design phase.

Strategic Approach:

1. Mobile-Specific User Research

  • Analyzed mobile usage patterns and pain points in accessing technical support

  • Conducted comparative analysis of leading mobile AI assistants, including Bank of America's consumer chatbot

  • Identified key opportunities for mobile-specific enhancements

2. Mobile-First Design Process

  • Applied mobile design best practices to adapt the desktop interface

  • Created a touch-friendly, responsive UI adhering to corporate design systems

  • Conducted iterative prototyping and usability testing focused on mobile interactions

3. Cross-platform integration and Optimization

  • Collaborated with product and development teams to ensure seamless cross-platform experience

  • Employed rapid mobile prototyping techniques to validate design decisions

  • Conducted testing to optimize mobile-specific features and interactions

Image with three virtual assistant wireframes; the first shows the user requesting status and receiving optiosn to 'reset conversation,' 'help,' and 'feedback'; the second shows the assistant instructing the user to 'check all that and submit'; the third features a high-priority notification banner in red with an opyion to 'X' out'.
Image with three virtual assistant wireframes; the first shows the user requesting status and receiving optiosn to 'reset conversation,' 'help,' and 'feedback'; the second shows the assistant instructing the user to 'check all that and submit'; the third features a high-priority notification banner in red with an opyion to 'X' out'.
There are four wireframes in this image; the first is the enterise app home screen; the second shows the virtual assistant sening the user a link to fill out a feedback survey; the third has the virtual assistant asking the user wants to connect to a live agent with 'yes' or 'no' options; the forth shows the assitant asking, 'What can I do for you today?"
There are four wireframes in this image; the first is the enterise app home screen; the second shows the virtual assistant sening the user a link to fill out a feedback survey; the third has the virtual assistant asking the user wants to connect to a live agent with 'yes' or 'no' options; the forth shows the assitant asking, 'What can I do for you today?"

Innovative Mobile Solution:

Designed a mobile-optimized version of the virtual assistant featuring:

  • Streamlined conversation flows tailored for mobile contexts

  • Touch-friendly interface with easily accessible quick actions

  • Responsive design accommodating various mobile devices and orientations

Measurable Impact:

  • Reduced support tickets handled by the technical support department

  • Employees received quicker answers to their common technical questions

  • Positive feedback on the MVP, with employees appreciating the quick and reliable support

Key Learnings and Future Directions:

  • Successfully adapted complex desktop functionality to a mobile-first experience

  • Identified opportunities for future enhancements and features

  • Developed a roadmap for expanding the assistant's capabilities across other business units

Visual collage featuring diagonally positioned virtual assistant wireframes.
Visual collage featuring diagonally positioned virtual assistant wireframes.

Conclusion

This project highlights my ability to lead mobile UX initiatives in enterprise environments, translating successful desktop solutions into highly effective mobile experiences. It showcases my skills in mobile-specific research, design, and cross-functional collaboration, as well as my strategic approach to enhancing user support across multiple platforms.

Let's start creating
together

Designed with ❤️ by Rachel

Let's start creating
together

Designed with ❤️ by Rachel