Connected Visibility
E-Z onboarding
This interaction sequence via chatbot allowed us to gather data from users in a painless way. After selecting the brands the user wanted to monitor, we would then ask them the sites or locations they wanted to see as well.
Dashboard Naming
Once the brands and sites were collected, we asked users to name their dashboard before saving it.
Displaying the Dash
After a few skeleton screens to show the user the system is building something and to be patient, we parsed the dashboard the user had just created via chatbot onboarding.
Getting Started / Product Tour
Added in some product tour notes, with of course the ability to skip it entirely. From the first system touches with the chatbot, all the way to the users first dashboard. During the tour we'd show users around the filtering panel, widgets, and other elements that could be interacted with.