Spade AI

Conversational AI UX/UI Copilot Research

Spade AI

Spade AI Homepage

Solution

To improve the user experience and make use of data, suggestions have been put forward for partnerships and enhancements to the platform. Collaborations with industries could add insights into market trends and dynamics. The proposal includes using automation tools to simplify data collection, organization, and analysis processes, reducing work and enabling real-time monitoring. Incorporating advanced data-synthesis algorithms would enhance data interpretation. It is essential to include editing and correction tools as well as features like data importing for effective data management. Enhancing UI functionality is crucial by providing tooltips for elements, collapsible sections for easier navigation, and refining spacing and formatting for improved readability. Moreover, improving the visibility of editing icons and labels in data entry fields can enhance user interaction. A better workflow for follow-up questions is suggested by distinguishing between editing existing questions and asking follow-ups through an interface element. Introducing a feature that automatically generates citations from referenced sources would further boost the platform's usefulness.

Initial Testing

First Spade AI was originally more focused on though leadership before the product shift. For the first initial testing internal network was used to recruit testers with a total of 4 participants. From there a zoom meeting was set to to conduct the testing. Each user was asked to the following questions and task: 


Spade AI Homepage

Spade AI Search Page

Spade AI Search Results

Spade AI Suggested Content

After Completing the Initial Testing
Following testing, it became evident that there were several issues with the product. However, valuable insights from users indicated a recognition of the feature's potential in information retrieval and content generation for social media posts. Recommendations include offering suggested topics, enhancing the readability of content summaries, and incorporating customization options for tone and style. Users stress the significance of value delivery on the homepage, potentially through engagement analytics or pertinent metrics. While users acknowledge the concept's promise, they underscore the necessity for enhancements in usability, clarity, and customization capabilities. Suggestions encompass refining the homepage layout, implementing more intuitive navigation, and enriching customization functionalities for content generation.Considerable confusion surrounded the usage of this product, particularly regarding the concept of topics and their implications. Consequently, the product underwent a pivot towards research marketing, prompting a rebranding of the company as well.
User Interview and Testing: #2
At first Spade AI was originally more focused on though leadership before the product shift. For the first initial testing internal network was used to recruit testers with a total of 4 participants. From there a zoom meeting was set to to conduct the testing. Each user was asked to the following questions: 





























Spade AI Search Results #1 Version 2

Spade AI Search Results #1 Version 2

Miro Testing Analysis

Reaval AI video Testing Transcripts

Background Questions:
1) Are you responsible for developing thought leadership content for your company?
2) How do you decide what thought leadership content to develop? 
3) What tools do you presently use to conduct research for information (quotes, stats, etc) to include in your content? 
4) Where do you distribute your thought leadership content?​
Task: ​
1) Allow the user to explore the page
2) Ask users what they think that they could possibly use this page for and what it is intended to do
3) Have participants do a general walk through of the conversational UI to see how they click through the application. 
4) Have participants find a topic to see how they try to find new content to focus on.
5) Have participants look through a content card to see what pieces of information they get the most out of.
6) Have participants generate sample content from the start (finding topic) to see how they click through the process.
Debriefing:
1) How did you feel about the process of finding a topic?
2) Did you have to go back at any point when going through the application?
3) Were here any options that you found particularly useful or difficult to find?


Closing:
1) On a scale of 1 to 5, where 1 is very difficult and 5 is very easy, how would you rate the ease of initiating a conversation with the feature? Could you please elaborate on your rating?
2) Were there any moments when you felt the process was slower or more cumbersome than expected? Were there aspects that were not immediately clear to you?
3) Could you see this feature as an effective way to find information that you might use to create a social media post?
4) How easy was it to correct mistakes or revise queries? Could you easily modify your input or navigate back if you wanted to change something?
5) Did you notice any inconsistencies in how you interacted with the feature across different tasks? Please describe any situations where the interaction patterns did not meet your expectations.

Background: 
1) Are you responsible for developing thought leadership content for your company?
2) How do you decide what thought leadership content to develop?
3) What tools do you presently use to conduct research for information (quotes, stats, etc)
 to include in your content? 
4) Where do you distribute your thought leadership content?​

Debriefing:
1) How did you feel about the process of finding a topic?
2) Did you have to go back at any point when going through the application?
3) Were here any options that you found particularly useful or difficult to find?

Closing:
​1) On a scale of 1 to 5, where 1 is very difficult and 5 is very easy, how would
you rate the ease of initiating a conversation with the feature? Could you please
elaborate on your rating?
2) Were there any moments when you felt the process was slower or more
cumbersome than expected? Were there aspects that were not immediately clear
to you?
3) Could you see this feature as an effective way to find information that you might use to
create a social media post?
4) How easy was it to correct mistakes or revise queries? Could you easily modify your
input or navigate back if you wanted to change something?
5) Did you notice any inconsistencies in how you interacted with the feature across different tasks? Please describe any situations where the interaction patterns did not meet your expectations?

Objective

The objective of this usability testing and interviews is to evaluate the

effectiveness, efficiency, and user satisfaction of the new conversational

research feature, with the aim of identifying usability issues and gathering

insights to improve user interaction, enhance information retrieval accuracy,

and ensure a seamless user experience.

Background

Spade AI provides B2B product, marketing, and sales teams an

powered search engine to easily find and analyze credible market

research data. In this project user testing and interview are conducted

to create as well as refine the conversational UX/UI copilot. 

The Process

Task: 
​1) Allow the user to explore the page
2) Ask users what they think that they could possibly use this page for and what it is
 intended to do
3) Have participants do a general walk through of the conversational UI to see
how they click through the application. 
4) Have participants find a topic to see how they try to find new content to
focus on.
5) Have participants look through a content card to see what pieces of information
they get the most out of.
6) Have participants generate sample content from the start (finding topic) to see how they click through the process.​

Spade AI Zoom Testing

Key Recommendation

-Possible partnerships or collaborations for data

-Provide features or modules within the platform that offer insights from diverse industries and perspectives, allowing users to gain a broader understanding of market dynamics and trends

-Implement automation tools and workflows to streamline the process of gathering. organizing, and analyzing date

-Real time monitoring tool

-Educing manual effort

-Integrate advanced data synthesis algorithms and techniques

-Editing and Correction Tools

-Data Importing Features

-Clarify Functionality of Ul Elements: Provide tooltips or pop-up explanations for ambiguous Ul elements like the

"carrot" and image button to clarify their functions and usage.

-Collapsible sections to make lengthy information more digestible and easier to navigate

-Improved Spacing and Formatting: specifically in between conversations

-Enhance the clarity of editing icons

-Refine Data Entry Field Labels

-Improved Follow-up Question Workflow: Enhance the interface to clearly distinguish between editing existing

questions and asking follow-up questions

-Implement a designated section or interface element for asking follow-up questions

-Integrate a feature to automatically generate citations for sources referenced in the content zoom

© Sherley Norelia. 2024