Department of Veterans Affairs

Chatbot to Live Chat Transfer

//Research & design

Three disparate Live Agent systems were creating inconsistent, frustrating experiences for Veterans seeking support on claims, health information, medical assistance, and women-centered services.

Role
UX Strategy & Research Lead — HCAI SME
Engagement
3 months for strategy delivery
Process
01

Define the problem

  • Worked with VA leadership and product teams to refine the project scope, focusing on understanding the current user and technical state.
  • Conducted analysis of related services across the agency and private sector products.
02

Run a study

  • Designed a user study using a dual-track approach — interviews plus prototype testing — to address timing and budget constraints.
  • Delivered Figma prototypes, a moderator guide, and recruited participants.
  • Facilitated a 2 week study.
03

Build strategy

  • Partnered with development and Machine Learning to use an algorithm to extract and tag insights for analysis.
  • Facilitated Mural workshops to create an affinity map identifying 5 core insights.
  • Compiled insights incorporating findings from development and ML teams into a cohesive action plan for the client team.
  • Developed a future state user journey map.
04

Deliver value

  • Reported on research findings outlining future-state solutions based on collected data and client objectives.
  • Led briefing with leadership walking them through rationale, strategy, and tactical approach.
  • Delivered user-validated prototypes ready for development handoff.
Service blueprint & go-to-market strategy5 user insights & 8 behavioral themes3 months to strategy delivery
Process to final deliverable
Discovery artifacts and the final current-state service blueprint mapping three Live Agent channels from user needs through tech stack, data, storage, and knowledge gaps.
Impact & Outcomes
  • +Saved client money and earned a project extension.
  • +Long-term and short-term product strategy grounded in data and Veteran insights.
  • +Service blueprint outlining current state the client team could own to build strategy for future solution.