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Conversation Design

Discover why Conversation Design is crucial for successful interactions between humans and AI-powered assistants or agents. Learn more about what it is, how it works, and how to design great conversations.

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What is conversation design?

Conversation Design is the art of crafting engaging, intuitive, and effective dialogues between humans and AI-powered systems like chatbots, AI agents and voice assistants. By blending user experience (UX) principles, linguistics, and psychology, Conversation Design ensures interactions are seamless, productive, and enjoyable.

Every day, we interact more with AI. Through all kinds of conversational interfaces, from a customer service chatbot online, to a home speaker AI assistant or a generative AI agent like Gemini or ChatGPT. Around the world, there are billions of technology-powered conversations taking place every day.

But how do these systems know how to respond? Is it magic? Of course not. It’s the power of Conversation Design that makes these interactions so pleasant, useful, and meaningful. Whether you are receiving pre-written answers or AI-generated content, great design is key to a great experience.

Why conversation design matters

Effective Conversation Design enhances customer satisfaction by providing quick, accurate responses, reducing friction in customer service, and boosting overall engagement. For businesses, it translates to higher efficiency, better user retention, and improved brand perception. To achieve this, it’s crucial to really focus on what your customers' needs are, the language they use, and the way they hope to achieve their goals. Mapping out steps in the process, and always trying to find ways to have it make sense to your customers.

The single most important thing to know about the communication between a chatbot or voice assistant and a human is that they both have a different kind of brain. At risk of stating the obvious: the chatbot or voice assistant has an artificial ‘brain’, whereas we have a human brain. These brains are completely different from one another in the way they process information. The artificial brain needs structured data to function properly, while the human brain needs things like empathy, understanding, compliments and encouragement. For a successful interaction between a chatbot and a human, we need to make sure that we give both brains what they need to function. This means we need to design in such a way that we unify technology, psychology and language into one process.

The challenge with Conversation Design is that it requires both technical and creative skills. That’s why it’s important to have a clear workflow that ensures that both ends of the spectrum are covered properly. This is where the Conversation Designer, AI Trainer, Prompt Designer and Conversational Engineer roles come in. They understand both the artificial and the human brain, and they use language to make them both function. When this is done well, it creates chatbots and voice assistants that you enjoy talking to.

Often AI assistants fail because the teams building them focus too much on technology. They obsess over trying different tech tools and features but lack the skills to consider the user experience. Organizations are catching up on this challenge leading to a growing demand for Conversation Designers.


Key principles of conversation design

Human-Centric Approach

Make the customer the hero: address their wants, needs, and emotional states in your designs.

Conversational language

Keep dialogues concise and straightforward to avoid user frustration. Also, acknowledge the customer’s language: speak the way they speak.

Error Handling

Design robust error recovery mechanisms to gracefully handle misunderstandings and guide users back on track.

Feedback and Learning

Continuously gather user feedback, monitor user behavior in the chat and refine the conversational models for improvement.

Handover escalation

Design an effective escalation process for when conversations don’t work for the customer - Allowing complex issues to be escalated to a person

The conversation design process

The following is a really brief version of the CDI workflow, which is traditionally divided up into three stages: Requirements, Happy Conversation design, Detailed design.
  • Requirements

    Understand your audience, their needs, and pain points, create a chatbot personality (persona) that fits your brand.

  • Use case selection

    Select which customer need you’re going to address.

  • Bot & user needs

    Map out what the customer wants and needs and what the AI assistant needs to help the customer.

  • Sample dialog

    Create sample dialogs, preferably voice first, and refine these conversations focusing on natural language and user experience.

  • Wizard of Oz testing

    Build prototypes and test them with real users to gather feedback - we advise a method that we call the ‘Wizard of Oz’ test.

  • Long tail

    Apply solutions for when the conversation goes off track, including handover options and/or fallbacks.

  • Implementation

    Build the dialog in the platform - this is done by Conversation Designers or AI Trainers, depending on agreed responsibilities.

  • AI training

    Train the NLU model to match relevant dialogues to incoming questions

  • Iteration and Optimization

    Once implemented, continuously refine the conversations based on user interactions and feedback - for example by investigating spikes in drop outs in certain dialogs.

Conversation design strategy

Conversation design is an excellent way to implement strategic considerations of your business. Do you want your conversational AI to reduce the number of live agent interactions? Or perhaps you need the conversational AI to create leads or to serve as an internal resource for your employees? A solid conversation design practice can help you achieve those aims.

At CDI, we believe that conversation design should always go hand in hand with a clear AI and customer service strategy. Depending on your strategy and definition of success, there are different design techniques ranging from language use to behaviour design that will help achieve those strategic goals – and having the right skill sets in your team is crucial.

How CDI can help

Hans van Dam
1:16 min

Career opportunities in conversation design

As the demand for Conversational AI grows, so do opportunities in this field. Roles like Conversation Designer, AI Trainer, Prompt Designer, and UX writer are increasingly sought after.

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Learn more about Conversation Design

CDI Method

CDI Method

Learn the conversational AI workflow that is helping teams around the world create human-centric and inclusive conversational AI Assistants. This course is the starting point for both managers and functional teams wanting to learn about creating great chatbots and voice applications.
Conversation Design Fundamentals Module

Conversation Design Fundamentals Module

Learn what Conversation design is. And learn how to apply all the fundamental conversation design principles and techniques, to create a successful Conversational AI agent.
Persona Development Module

Persona Development Module

Learn about how to create or refine your conversational AI persona. Learn how to create content to flesh out that personality and make your conversational AI even more engaging.
Behavior Design Module

Behavior Design Module

Learn what makes people act, and learn how to apply behavioral psychology in your Conversational AI. Create great experiences for your customers.

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