Capital One · Delivery Experience · 8 months

Kai Chatbot

Internal teams were spending 10 hours a day answering hundreds of Slack requests. I led UX and creative direction for a centralised ML chatbot framework — from research to roadshow demo.

My role
UX Designer + Creative Lead + Scrum
Team
6-person dev team + tech lead + PO
Timeline
8 months
Delivered
Shipped + demoed at SECON
Enterprise UXML / AIInternal ToolService Design−60% support time
Kai
ML Chatbot · Capital One Delivery Experience
−60%
Reduction in developer support time after launch
20
Empathy interviews across support teams
25
Users in task-based usability test
10h
Per day teams were spending on Slack support — before Kai

10 hours a day. In Slack. Answering the same questions.

Internal tech teams at Capital One were fielding hundreds of Slack support requests per day — and every team was building their own chatbot solution independently. Repeated effort, repeated cost, no shared infrastructure.

The opportunity: centralise the chatbot framework into a single platform — Kai — that any team could train, manage, and measure. My job was to make it actually usable, for teams who had never shipped a chatbot before.

20 interviews. Clear pain. Clear direction.

After auditing industry chatbots and existing Capital One tools (including partnering with the Emmi chatbot team to learn from their algorithms), I ran empathy interviews with 20 users across different support teams.

Key finding: teams were averaging 10 hours a day on support channels. Four consistent needs emerged:

Simpler onboarding — too much manual labor to get a bot running.
Editable Q&A platform — teams needed to add, update, and delete questions easily, without engineering help.
Performance visibility — no way to know if the bot was actually working, or where it was failing.
Better answer quality — the bot needed to handle complex, multi-step questions, not just FAQs.
Empathy research findings Research synthesis board

Empathy interviews · 20 users · support team pain points

Mapping the customer, then the system.

I plotted the journey map for each customer type — the team onboarding their bot, the end user asking a question — to identify where friction was highest. From there I created a process flow showing every decision point a user makes from onboarding through to active bot management.

Customer journey map

Customer journey map · onboarding through active bot management

Process flow diagram — Kai onboarding to bot management

Process flow · onboarding through active bot management

Hothouses, then focus.

We ran multiple hothousing sessions to explore how Kai could expand beyond Slack — widgets, email notifications, SMS alerts. After a group critique, we pulled back: adding more channels would complicate the tool. We refocused on the Slack dashboard experience and one embeddable widget.

The right call. Simpler scope, tighter execution, faster ship.

Four deliverables. One coherent system.

After wireframing the core onboarding and dashboard flows, I moved to hi-fi — responsible for both UX and full creative direction including branding, logo, and iconography.

Q&A Dashboard — training portal where teams edit, add, and delete questions. Includes a "Suggested Questions" section surfacing gaps Kai has identified in the dataset.
Metrics Page — separate empathy interviews to scope the right metrics. Built with Chart.js, showing bot performance, answer rates, and usage patterns.
Onboarding Flow — redesigned to eliminate the back-and-forth support burden. Streamlined from complex multi-step manual process to guided self-service.
Slack Bot + Widget — careful Slack UI design (color patterns, interaction flows, response formats) and an embeddable portal widget so users never have to leave the app to get help.
Q&A Dashboard hi-fi

Q&A dashboard · training portal with suggested questions

Metrics page — bot performance dashboard

Metrics page · answer rate · usage patterns · performance

Slackbot design Embeddable portal widget

Slackbot + embeddable widget · in-app without leaving the portal

25-user usability test. Real findings. Real fixes.

Task-based usability testing with 25 customers surfaced four specific issues I was able to fix before shipping:

70% struggled with button/action labelling → rewrote all verbiage.
40% confused by the Suggested Questions section → redesigned the interaction model.
50% found the Edit Question flow too slow (too many clicks) → reduced steps.
~100% wanted a metrics page → scoped and designed it as a core feature.

We also demoed Kai at SECON, Capital One's internal engineering trade show, where we did guerrilla interviews with hundreds of engineers and collected survey data. That feedback fed the next onboarding iteration.

−60% support time. Shipped. Measured.

After launch, support time dropped by 60% across teams using Kai. The centralised framework eliminated duplicated bot development across the org. The metrics page — driven entirely by user research — became one of the most-used features.

Kai chatbot in action — results Kai results — 60% support time reduction

Post-launch · −60% support time · centralised framework live

Bad design in production is expensive.

When I joined, Kai had already been tested in production with 20 users — and the feedback was brutal. No design process had been followed. Users found it visually confusing and missing the features they actually needed.

Starting over was the right call. It taught me how costly it is to skip research and validation up front, and reinforced my belief that the fastest path to shipping good product is doing the user research first.

Next project
Team Inventory Registry — 7,000 users, NPS from −2