Deloitte Digital2023-2024

Transforming Retail Customer Support with Gen AI

Background

Gen AI chatbot — transforming retail customer support
Context

The automation team introduced generative AI to streamline support operations. Early pilots launched internally across departments to learn usage patterns before customer-facing releases.

Role

Johanna drove the end-to-end UX update from a traditional logic-tree bot to a hybrid experience combining structured flows with generative responses.

Research

Research approach and focus group insights
Approach

Johanna gathered feedback through focus groups and a diary study for an MVP bot, then iterated on the conversation design and UI based on observed failure modes and user prompts. Focus group learnings informed a user journey map that highlighted where users lost confidence, where answers became too long, and when guidance was needed.

Gen AI chatbot — transforming retail customer support
Key insight

Moving to Gen AI changed both interaction patterns and trust requirements. Users needed clearer system guidance, source transparency, and help asking effective follow-up questions.

Solution

UI adapted for longer answers
Before

Short, predictable responses fit compact chat UI patterns.

After

Message layout and bubble sizing accommodated longer Gen AI responses without becoming unreadable.

Trust signals and follow-up guidance in the chatbot
Trust signals and sources
Before

Logic-tree replies did not require citations or explanation of why information was requested.

After

Sources and system messages supported trust by clarifying where answers came from and how to interpret them.

Prompting and follow-up guidance
Before

Tree paths constrained user input but reduced ambiguity.

After

Follow-up prompts and example questions guided users toward better inputs and more accurate answers.

Microsoft Teams integration for the AI assistant
Microsoft Teams integration
Before

The chatbot lived outside the primary work context.

After

Integration into Microsoft Teams made the assistant available where employees already worked.

Results

Impact

• Three pilots launched in fall 2024, all approved for continuation and scale-up • Additional departments requested AI bots • Work to support partially AI-driven tools for customer support agents was approved

Learnings

• A hybrid model paired Gen AI flexibility with structured guidance • Designing prompts, system messages, and source presentation was essential for sustained user trust

M

Midyear review feedback

@Deloitte Digital

Johanna demonstrates a very high level of maturity, understanding problems thoroughly, and engaging with various stakeholders within the studio. Her impressive problem-solving ability is comparable to that of much more senior resources.