Guide the interaction

In conversation design, the happy path is the optimal route from the start to the end of the user journey. Define the happy path for your use case. This is the shortest sequence of steps that users can follow directly to their goal, with the least effort on their part.

Proceed with simple steps

A good conversation flows as a quick back-and-forth read. Each message should provide a small chunk of information and prompt the user to take the next step. When a task involves multiple steps, set the user's expectations for how much information they will need to move through.

  • "Let's get started. I have three questions for you."
  • "We can get that done in three easy steps."
  • "Just three steps to go."

The more steps between the user and their end goal, the more likely they are to drop off. However, setting expectations helps people stay engaged.

Be prescriptive

The more direction you give, the smoother the journey will be. Avoid vague or open-ended questions. When asking the user for information, make it clear what you're looking for.

  • "I've got your name and email from your account. All I need is your phone number."
  • "When is your preferred move-in date? You can give me a day, a time, or both."

Define the options with rich features

Rich features, like suggestions and rich cards, make the conversation more dynamic. They also serve as anchor points. Suggestions and cards keep users on the happy path by providing options the agent supports.

Suggestions

Suggested replies and suggested actions help users move quickly through the conversation. By defining the options, suggestions make it easy to take the next step.

Message from Rapid Shipping agent with suggestions for delivery dates

Once the user taps a suggestion, the other suggestion options disappear. If you want these options to remain in the conversation so the user can explore them later, use rich cards instead.

Rich cards and carousels

Use rich cards to combine visual media, text, and suggestions. Don't use images or video alone.

Each standalone rich card should include text or suggestions to keep the conversation going.

Single card showing a shoe with pricing and Buy now button

A carousel of cards can inspire users with a range of products and allow them to compare options. Frontload the carousel with the items you most want users to see; they may not scroll to the end of the list. Use suggestions below a carousel to extend the journey or pivot to something else.

Card carousel with data plans and pricing from telco agent

Fallback for rich features

Provide fallback text for rich features that don't display on older devices.

State the suggestion options within the message so users know how to move forward.

Two messages, one with suggested replies, the other with text suggestions

For rich cards and carousels, include the rich card title and URL within the message.

Two messages, one with a card carousel, the other with URLs

Always offer a next step

Make sure every conversation offers a next step and never dead ends. This applies to fallbacks as well as completed tasks. When a user reaches the end of a journey, display the conversation starters again, so the user can start a new task.

Message with conversation starts prompting users to start a new task