Chatbot Accessibility Playbook

Recommendation 4.2.7:
Use a linear, time-efficient architecture for clear conversations

Benefits Users

Icon for VisualIcon for CognitiveIcon for PhysicalVisual | Cognitive | Physical

Icon for StandardRelevant W3C Guidance


Phase 1: Gather & Organize

Icon for Read MoreRead More

  • A blog post walking through the conversation development for a chatbot supporting a conference.

Icon for User ResearchUser Research

  • How do users prefer to complete the task or tasks that the chatbot is going to support? Ask users to break the task down into 3-5 steps. If a step is complex, ask them to break it down again into 3-5 sub-steps. Look for patterns across users. Once a conversation pattern is designed, test is with users in a simple mockup. Can the user finish the task intuitively? Where do they get stuck?


Phase 2: Design & Implement

Icon for Design QuestionDesign Question

  • How will your chatbot help the user focus on getting through the current task?

    • Offer the user options that follow step-by-step workflows. Once the user has begun a workflow, present only content relevant to that workflow. The user should also have the option to exit the current workflow or restart.

Icon for AntipatternAntipattern

  • If the conversation diagram is complex or unwieldy, the scope of this chatbot may be too large. Consider narrowing the scope, then adding to the successful system once established.


Phase 3: Test & Evaluate

Icon for Ask the UserAsk the User

  • Are you able to steer the conversation to the topic of your choice?

    • This question could be subjective or objective. This question should be asked post-study.
  • Were you able to accomplish your task with a reasonable number of commands?

    • This question could be subjective or objective. This question should be asked post-study.
  • Did the task take too many steps?

    • This question could be subjective or objective. This question should be asked post-study.



References

6, 11, 23