Use a chatbot when a user would benefit from requesting information on-demand with natural language. They should receive a useful and trustworthy response related to their question or task.
Bots have become an increasingly popular way to solve common business problems across domains, including:
- Providing in-context help and guidance (e.g., scaling a company’s FAQ or helping a user get started)
- Triaging or setting priority of cases by soliciting information from the user to decrease workload on humans (support tickets, patient symptom severity)
- Performing common tasks or procedures (e.g., pay a bill, transfer money, or assist with electing health benefits)
- Using natural language to search for information (e.g., find specific information like current balance, or dosing instructions for a medication)
Before building a bot, make sure that you have justified it as an appropriate solution by asking yourself these questions:
- What are the users’ goals?
- How in-depth is the assistance the user will need?
- Is your domain better served by human assistance?
- How is a bot superior to online documentation, contextual support, wizards, etc.?
- What kind of data sources or abilities can this bot leverage for your business and your users?
A user may need:
- Access to help at any time
- An on-demand, relevant answer to a question
- High quality, consistent information about a product or service
Within a conversation, a user may need:
- To provide the bot with more context via structured responses
- To know what the bot understands, through reflection and confirming questions
- To identify the most recent and relevant message to improve understanding
Don’t use a chatbot when:
- A task could be accomplished more efficiently using a traditional user interface
- A process is very complex or could take a long time
- A real human is needed for sensitive or emotional topics
See IBM Design for Conversational AI for more information.
While conversational interfaces may contain many different kinds of components, Carbon currently offers these components out of the box to help get you up and running quickly. See the Usage tab for information on how to use these components together.
|Component||Design status||Development status|
|Chatbot window||Design available||Contribution needed|
|Chatbot header||Design available||Contribution needed|
|System message||Design available||Contribution needed|
|User message||Design available||Contribution needed|
|Structured response||Design available||Contribution needed|
|Chatbot cards||Design available||Contribution needed|
|Chatbot text input||Design available||Contribution needed|
|Launch button||Design available||Contribution needed|
|Welcome screen||Experimental||Contribution needed|
|Expandable card||Experimental||Contribution needed|
|Human message||Experimental||Contribution needed|
|List||Coming soon||Contribution needed|
|Launch button chips||Coming soon||Contribution needed|
|Multiple threads menu||Coming soon||Contribution needed|
To add this library to Sketch with Sketch Cloud, access the link below and click “Add Library to Sketch.” You will receive updates to chatbot symbols automatically.
For common chatbot sub-patterns, features or experimental components, click “Download Document,” open the document, and browse the relevant pages for guidance related to your use case.
This collection of components is a living resource and the outcome of partnerships with IBM product teams building and testing chatbot interactions. Teams building with chatbots can use these components their work and contribute validated interactions back to the chatbot pattern.