qualtrics
designing a teams chatbot app & custom code integration

about
my role
ux designer
team
design — andrew chiu
engineering — ohyoung jang, jacob butterfield, + more
product — wojtek kubik, phil presnell
engineering — ohyoung jang, jacob butterfield, + more
product — wojtek kubik, phil presnell
time
june 2021 to august 2021
outcome
led two client presentations with microsoftt
app had a successful release on the teams app store
app had a successful release on the teams app store
link to app on microsoft teams store
link to app on qualtrics' support site
project #1: microsoft teams chatbot
this project resulted from microsoft commissioning the work from qualtrics. as a result, the project had two sets of stakeholders — one from each company. i learned about gaining alignment across people in varying organizations, roles, and levels of involvement.
the goal of the product was for qualtrics account holders to send and take qualtrics surveys — all within microsoft teams. this ultimately involved designing a teams application tab and designing a microsoft teams chatbot experience.
the goal of the product was for qualtrics account holders to send and take qualtrics surveys — all within microsoft teams. this ultimately involved designing a teams application tab and designing a microsoft teams chatbot experience.
primary interfaces

application tab
found within "apps" in left nav
found within "apps" in left nav

chatbot
found a) in app icons under message box or b) by sending "@qualtrics" in any chat
found a) in app icons under message box or b) by sending "@qualtrics" in any chat
sending a survey via application tab

sending a survey via chatbot

taking a survey

step 1:
receive survey link on teams
receive survey link on teams

step 2:
complete survey in modals
complete survey in modals
survey question design
original
redesign




project #2: qualtrics platform custom code feature


old legacy design
new design
design pattern for coding errors

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