qualtrics
designing a teams chatbot app & custom code integration
project #1: microsoft teams chatbot app
1/15
↗︎ link to app on microsoft teams store
appsource.microsoft.com
↗︎ link to app on qualtrics' support site
qualtrics.com
about
2/15
my role
ux designer
team
design — andrew chiu
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
project #1: microsoft teams chatbot
3/15
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.
primary interfaces
6/15
application tab
found within "apps" in left nav
chatbot
found a) in app icons under message box or b) by sending "@qualtrics" in any chat
sending a survey via application tab
7/15
sending a survey via chatbot
8/15
taking a survey
9/15
step 1:
receive survey link on teams
through either direct message or channel
step 2:
complete survey in modals
progress is saved if exited midway
before and after: survey questions
10/15
old
redesign
survey taking experience
11/15
project #2: qualtrics custom code feature
12/15
project #2: qualtrics platform custom code feature
13/15
old legacy design
developed in angular, never been released
new design
design pattern for coding errors
14/15
check code toggle
15/15
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