{"id":1555,"date":"2016-05-19T23:47:13","date_gmt":"2016-05-19T23:47:13","guid":{"rendered":"https:\/\/ptpinc.com\/staging\/?p=1555"},"modified":"2022-04-28T16:14:17","modified_gmt":"2022-04-28T23:14:17","slug":"emotional-intelligence-driven-design","status":"publish","type":"post","link":"https:\/\/ptpinc.com\/staging\/cx-culture\/emotional-intelligence-driven-design\/","title":{"rendered":"Emotional Intelligence-Driven Voice User Interface Design"},"content":{"rendered":"<p>In a recent series of <a href=\"https:\/\/www.youtube.com\/watch?v=dC6Mzkinm2s\" target=\"_blank\" rel=\"noopener noreferrer\">radio ads<\/a> that feature a bereft and primitive attempt at a telephone customer experience, Ruby Receptionist entreats us to \u201crediscover the lost art of human interaction.\u201d\u00a0 Have our automated voice systems and digital interfaces become too impersonal?\u00a0 These ads succinctly call out the challenge faced by customer service user interfaces: \u201cMaking your customers feel special, while making you look good.\u201d<!--more--><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-1572\" src=\"https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/iStock_000053442420_Medium-300x200.jpg\" alt=\"tired indian businesswoman using landline phone\" width=\"335\" height=\"223\" srcset=\"https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/iStock_000053442420_Medium-300x200.jpg 300w, https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/iStock_000053442420_Medium-768x512.jpg 768w, https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/iStock_000053442420_Medium-1024x682.jpg 1024w, https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/iStock_000053442420_Medium.jpg 1698w\" sizes=\"(max-width: 335px) 100vw, 335px\" \/><\/p>\n<p>Another popular trend is to think of customer service interactions along the lines of effort.\u00a0 Matthew Dixon claims that the best path to customer loyalty should not be the often sought after goal of a <em>special<\/em> experience, but rather the more mundane, but no less critical, effortless experience.<\/p>\n<p>Whether we are trying to make our customers feel special, or to reduce their effort, the emotional toll on the user seems to be front and center.\u00a0 At the end of the day, a customer who is saved from excess emotional effort and strain, it would seem, is the customer who will remain loyal and happy.\u00a0 But surely the multitude of best practices we have learned in the last generation of voice and digital interface design, can still be exploited to achieve this goal?<\/p>\n<p>Having begun to study Emotional Intelligence (EI) (see, for example, <a href=\"https:\/\/ptpinc.com\/staging\/cx-culture\/replacing-bad-habits-use-emotional-intelligence-to-deal-with-criticism\/\" target=\"_blank\" rel=\"noopener noreferrer\">Replacing Bad Habits<\/a> and <a href=\"https:\/\/ptpinc.com\/staging\/cx-culture\/initiating-emotional-intelligence-ptp\/\" target=\"_blank\" rel=\"noopener noreferrer\">Bringing EI to PTP<\/a>) and how embracing EI competencies and techniques allows one to manage emotions and relate more effectively to co-workers and clients, I, along with a few of my PTP colleagues, started to notice some interesting connections between EI principles and Voice User Interface (VUI) best practices.\u00a0 Perhaps by viewing VUI design through an EI lens, we can wrap best practices in the cocoon of emotional intelligence to simultaneously eliminate friction and make the customer feel good.<\/p>\n<p>The essence of EI is the ability to identify and manage your own emotions and the emotions of others. User Interface (UI) design can benefit from a similar approach.\u00a0 By recognizing, understanding and managing our own emotions and thereby influencing the emotions of others, we can improve our ability to relate to clients, win sales, and garner repeat business \u2013 so why not use these same ideas to improve our IVR and digital interface systems and improve our users\u2019 engagement and satisfaction with our UIs?<\/p>\n<p>Taking this line of reasoning one logical step further, it is possible, at least roughly, to map the established best practices in UI design for digital and voice channels to the standard set of EI principles, such as the one laid out by Daniel Goleman in Working with Emotional Intelligence\u00a0(see Figure 1).<\/p>\n<table class=\"orange-table\" cellspacing=\"0\" cellpadding=\"0\">\n<thead>\n<tr>\n<td style=\"text-align: center;\"><strong>PERSONAL COMPETENCE<br \/>\n<\/strong>HOW WE MANAGE OURSELVES<\/td>\n<td style=\"text-align: center;\" valign=\"top\"><strong>SOCIAL COMPETENCE<br \/>\n<\/strong>HOW WE HANDLE RELATIONSHIPS<\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td valign=\"top\">\n<p align=\"center\"><strong>Self- Awareness<\/strong><\/p>\n<p align=\"center\">Emotional Awareness<\/p>\n<p align=\"center\">Accurate Self-Assessment<\/p>\n<p align=\"center\">Self Confidence<\/p>\n<\/td>\n<td valign=\"top\">\n<p align=\"center\"><strong>Empathy<\/strong><\/p>\n<p align=\"center\">Understanding Others<\/p>\n<p align=\"center\">Developing Others<\/p>\n<p align=\"center\">Service Orientation<\/p>\n<p align=\"center\">Leveraging Diversity<\/p>\n<p align=\"center\">Political Awareness<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"top\">\n<p align=\"center\"><strong>Self-Regulation<\/strong><\/p>\n<p align=\"center\">Self-Control<\/p>\n<p align=\"center\">Trustworthiness<\/p>\n<p align=\"center\">Conscientiousness<\/p>\n<p align=\"center\">Innovation<\/p>\n<p align=\"center\">Adaptability<\/p>\n<\/td>\n<td rowspan=\"2\" valign=\"top\">\n<p align=\"center\"><strong>Social Skills<\/strong><\/p>\n<p align=\"center\">Influence<\/p>\n<p align=\"center\">Communication<\/p>\n<p align=\"center\">Conflict Management<\/p>\n<p align=\"center\">Leadership<\/p>\n<p align=\"center\">Change Catalyst<\/p>\n<p align=\"center\">Building Bonds<\/p>\n<p align=\"center\">Collaboration\/ Co-operation<\/p>\n<p align=\"center\">Team Capabilities<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td valign=\"top\">\n<p align=\"center\"><strong>Motivation<\/strong><\/p>\n<p align=\"center\">Achievement Drive<\/p>\n<p align=\"center\">Commitment<\/p>\n<p align=\"center\">Initiative<\/p>\n<p align=\"center\">Optimism<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"color: #000000;\"><em class=\"grey\">Figure 1: Taken from &#8220;Working with Emotional Intelligence&#8221; by Daniel Goleman<\/em><\/span><\/p>\n<h3 class=\"orange\">Can a User Interface Exhibit Emotional Intelligence?<\/h3>\n<p>While there may certainly be some VUI design best practices that have little to do with EI (e.g. making questions clear and unambiguous, avoiding phonetic similarities in response options, etc.), there are many that directly correlate to and complement EI precepts.\u00a0 The list of best practices is readily available to anyone searching the internet (for example <a href=\"http:\/\/help.voxeo.com\/browser?REQ=H&amp;FU=STOPIC&amp;DKEY=BT1365428105640&amp;DFOLDER=CHAPTER+1365434964424\">Jason Brome&#8217;s Commandments of VUI Design<\/a>, <a href=\"https:\/\/hubtechinsider.wordpress.com\/2009\/05\/11\/why-designing-for-a-vui-is-more-difficult-than-designing-for-a-gui\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paul Seibert\u2019s VUI Design best practices<\/a>, and <a href=\"http:\/\/www.speechtechmag.com\/Articles\/Column\/Inside-Outsourcing\/10-Best-Practices-for-Making-the-IVR-a-Desirable-Destination-96552.aspx\" target=\"_blank\" rel=\"noopener noreferrer\">Vicki Broman\u2019s 10 Best Practices for Making the IVR a Desirable Destination<\/a>, to name a few).\u00a0 \u00a0When you read these, the connection to EI jumps out at you.\u00a0 So much so, in fact, that one begins to realize that most techniques we use to engage the user, not overburden the user, treat the user in as human a way as possible \u2013 and even manage the user\u2019s emotions \u2013 draw directly from the (until now, implicit) objective of imbuing the system with Emotional Intelligence. I\u2019ll walk you through several ways emotional intelligence informs user interface design.<\/p>\n<h3 class=\"orange\">Empathy<\/h3>\n<p>Examples abound. Take empathy, the grand-daddy of EI competencies.\u00a0 How does a VUI express empathy for the caller?\u00a0 The machine should be sensitive to the user\u2019s answers.\u00a0 It could:<\/p>\n<ul>\n<li>Adjust subsequent options it offers the user based on choices and answers the user gives<\/li>\n<li>Anticipate and address possible anger triggers, such as when a user response does not match the grammar, or when the identification number he provides is off by one digit<\/li>\n<li>Offer to give the user extra time to answer when she might need to find a document or look something up (e.g. finding her checkbook to find a routing number)<\/li>\n<li>Acknowledge difficult sections of the call flow and encourage the user to be patient and persevere<\/li>\n<\/ul>\n<h3 class=\"orange\">Self Awareness<\/h3>\n<p>Anthropomorphically, the UI can manifest the very human attribute of self awareness by keeping menus short, keeping prompts simple and to the point, and providing easy access to an agent.<\/p>\n<p>Every list of best practices emphasizes the importance of an iterative approach \u2013 tuning an application incrementally until it is optimized.\u00a0 This too can be seen as the hallmark of a self-aware application: one that is constantly reflecting on its own behavior and making adjustments based on the feedback it receives.<\/p>\n<p>Likewise, a good application is designed to recognize how a user wants to use the UI.\u00a0 It will adapt to the user, in the same way that a good customer service representative (\u201cCSR\u201d or \u201cagent\u201d) may realize, based on a caller\u2019s reaction, that the CSR is not meeting this particular caller\u2019s needs.\u00a0 By realizing that he is thwarting the user\u2019s goals, the self-aware agent (or UI) changes course and assists the user in a more perspicuous manner.<\/p>\n<blockquote><p>Most techniques we use to engage the user, not overburden the user, treat the user in as human a way as possible \u2013 and even manage the user\u2019s emotions \u2013 draw directly from the (until now, implicit) objective of imbuing the system with Emotional Intelligence.<\/p><\/blockquote>\n<h3 class=\"orange\">Authenticity<\/h3>\n<p>A big part of EI is building trust with your counterpart, thereby earning credibility and respect, and establishing a bond.\u00a0 A good user interface should do the same thing with the user by consistently representing the company\u2019s brand, being an authority, and acting respectfully.<\/p>\n<p>Authenticity can also be achieved by setting realistic expectations with the user \u2013 and not giving the user the impression that the system can do more than its actual capabilities will allow.\u00a0 For example, open-ended questions like, \u201cWhat can I do for you today?\u201d should be avoided unless the designer has a well-defined grammar and some great back-tracking logic to support it.<\/p>\n<p>Similarly, when a utility company IVR system \u201cknows\u201d (by querying the back end) that the caller\u2019s area (based on caller ID) is currently experiencing a power outage, the application will gain the user\u2019s trust, via authenticity, by informing the user upfront about the outage.<\/p>\n<h3 class=\"orange\">Consequences of a UI with Low EI<\/h3>\n<p>Just as one might expect, the consequences of designing a user interface lacking in EI are predictably negative.\u00a0 Among the undesirable impacts of an IVR with low EI are:<\/p>\n<ul>\n<li>Longer calls to the IVR<\/li>\n<li>Lower rates of successful self-service<\/li>\n<li>Decreased containment \u2013 and more transfers to a CSR, thereby costing the company more dollars in the call center<\/li>\n<li>Frustration, impatience, and anger, which can easily impact a customer\u2019s attitude toward the IVR itself, not to mention the company<\/li>\n<li>User experience suffers, due to an increase in abandons, retries, and effort \u2013 and a decrease in engagement, patience, completed transactions, and overall customer satisfaction (\u201cCSAT\u201d)<\/li>\n<li>Downstream experience suffers: when the user fails to achieve her goals on the IVR, the call center will often be subject to increased handle time, escalation, and lower first call resolution<\/li>\n<\/ul>\n<p>In fact, we can reasonably expect that a poor user experience with a phone user interface, due to low EI, can lead to increased distress, less patience and more frustration at whatever the next channel is that the user decides to try, be it the company website, chat, social media, contact center, in person, or even calling the same IVR again.<\/p>\n<h3 class=\"orange\">High UI EI Benefits<\/h3>\n<p>Conversely, many benefits may be reaped from an automated user interface which espouses and masters EI.\u00a0 Users are:<\/p>\n<ul>\n<li>Less likely to get angry or frustrated<\/li>\n<li>More likely to show patience<\/li>\n<li>More likely to trust the machine and self-serve<\/li>\n<li>More likely to experience higher CSATs<\/li>\n<\/ul>\n<p>Further, users will experience a more satisfying interface, even if they do <em>not<\/em> achieve their goal.\u00a0 They will feel more positive about the company and its products.\u00a0 And they will be more likely to transact via self-service in the future \u2013 thereby saving the company the cost of a human interaction. Wasn\u2019t that the whole idea in the first place?<\/p>\n<p>It is worth noting that equally as important (or perhaps even more important) as designing the UI to have high EI, is for CSRs to exercise good EI while speaking to customers.\u00a0 After all, even the VUI with the highest EI cannot always meet the caller\u2019s needs via self-service.\u00a0 It is paramount that agents be trained to use the very same EI techniques to calm down irate callers, address concerns, empathize and build trust.<\/p>\n<h3 class=\"orange\">The Emotional State of the User<\/h3>\n<figure id=\"attachment_1560\" aria-describedby=\"caption-attachment-1560\" style=\"width: 375px\" class=\"wp-caption alignright\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1560\" src=\"https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/VUI-Design-Best-Practices-300x300.png\" alt=\"Figure 2 The best user experience lies at the intersection of best practices, high EI, and accounting for the user's emotional state.\" width=\"375\" height=\"375\" srcset=\"https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/VUI-Design-Best-Practices-300x300.png 300w, https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/VUI-Design-Best-Practices-150x150.png 150w, https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/VUI-Design-Best-Practices-768x768.png 768w, https:\/\/ptpinc.com\/staging\/wp-content\/uploads\/2016\/05\/VUI-Design-Best-Practices.png 800w\" sizes=\"(max-width: 375px) 100vw, 375px\" \/><figcaption id=\"caption-attachment-1560\" class=\"wp-caption-text\"><em>Figure 2: The best user experience lies at the intersection of best practices, high EI, and accounting for the user&#8217;s emotional state.<\/em><\/figcaption><\/figure>\n<p>While designing your user interface to be emotionally intelligent will go a long way to providing your users with a good UX, you would only have a partial solution without also considering the emotional state of the user.<\/p>\n<p>As Goleman says, EI requires us not only to manage ourselves and our own emotions, but also to handle relationships.\u00a0 The more we know, or can predict, about our counterparts, the better prepared we will be to ensure we relate to them in an effective way.<\/p>\n<p>When designing a user interface, we are therefore faced with a challenging yet essential task: defining a persona, or set of personas, that captures what typical customers may be feeling before they engage with our UIs.\u00a0 Some important questions we can ask to help achieve this are:<\/p>\n<ul>\n<li>Is this UI typically the user\u2019s first point of contact when they engage with our company?<\/li>\n<li>Is this the channel of last resort?<\/li>\n<li>Are they using our UI because they want to (for example: for fun or convenience) or out of necessity?<\/li>\n<li>What else might the user be doing while they interact with our UI?<\/li>\n<li>What is the typical user\u2019s attitude toward or expectation of this UI?<\/li>\n<\/ul>\n<p>Voice user interfaces have become increasingly ubiquitous in today\u2019s modern culture.\u00a0 There are a variety of VUIs that people use regularly.\u00a0 We encounter hands-free GPS and phone apps in our cars.\u00a0 We use Siri, Google Now, and Alexa to interact with our phones or even some household appliances.\u00a0 Dictating text messages is catching on.\u00a0 Meanwhile, the more traditional IVR that people phone for customer service, to check a balance, or to pay a bill, are a fact of everyday life.<\/p>\n<p>When it comes to automated telephone call flows, for many people, the phone is the channel of last resort.\u00a0 They have already tried to self-serve on the web, or even via chat, and now they find the only option left is to pick up a phone and talk to an agent.\u00a0 Even so, most companies are unwilling to allow a customer to speak directly to a (relatively expensive) CSR, without first encouraging them to engage with an automated phone interface, where they might be able to get what they need without the dreaded transfer.\u00a0 Let\u2019s face it: not only is a transfer more expensive for the company, it is also more taxing on the user.\u00a0 As callers, we would love nothing more than to complete our transaction without having to wait in a queue and explain our issues to an agent.\u00a0 Undoubtedly, the psychological stakes are raised every time a user needs to engage with yet another channel of contact.<\/p>\n<h3 class=\"orange\">The Best User Experience<\/h3>\n<p>Figure 2 captures the recipe for attaining the best user experience. \u00a0We should endeavor to design our user interfaces using best practices, while at the same time taking into account the typical user\u2019s emotional state, as well as embracing common EI principles to enhance the UI and sensitize it to the user\u2019s condition. There is a lot more to say about this idea.\u00a0 Keep an eye on <a href=\"https:\/\/ptpinc.com\/staging\/resources\/#whitepapers\" target=\"_blank\" rel=\"noopener noreferrer\">our resources section<\/a> for an upcoming White Paper on the same topic.\u00a0 And if you happen to be attending <a href=\"http:\/\/www.speechtek.com\/2016\/Wednesday.aspx#session_9692\" target=\"_blank\" rel=\"noopener noreferrer\">SpeechTek 2016 <\/a>this year in Washington, D.C., please stop by to see the my sunrise session (8am) on May 25. \u00a0I would love to hear from you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In a recent series of radio ads that feature a bereft and primitive attempt at a telephone customer experience, Ruby Receptionist entreats us to \u201crediscover the lost art of human interaction.\u201d\u00a0 Have our automated voice systems and digital interfaces become too impersonal?\u00a0 These ads succinctly call out the challenge faced by customer service user interfaces: [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":1560,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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