Smart Dial

Company / Brand

Enghouse Systems

Enghouse Systems

Year

2024

2024

Role

Design Director

Design Director

Sector

CX (Customer Experience), Enterprise SaaS

CX (Customer Experience), Enterprise SaaS

Smart Dial is a predictive outbound dialing service offered as an add-on application or integrated widget for third-party applications. It helps optimize outgoing call campaigns to help companies maximize efficiency.

Overview

This product represents the latest iteration in a line of Dialer applications at Enghouse. While it introduces new capabilities and features, it builds on the foundation of earlier versions, leveraging existing technical specifications. Due to this certain user flows were already established due to reworking of older applications.

Technical precedence

The business goal for the new product was to combine the best features of 2 different applications in a single, new product which offers a modern user interface and usability out of the box. 

Goals
  • Optimize user flows, improve Information Architecture in order to present information in an intuitive manner. 

  • Design and oversee implementation of final mock-ups.

Despite this, we started the IA research without any predetermined notions to discover what the most optimal user flows should be.

Challenges

A major challenge of the user experience design was managing the complexity of presenting a lot of information in a small viewport. In order for the user to accomplish their goal, the right information needs to be presented at the right time.

Due to this after the IA workshop the team decided to break down the content into 2 sections: Call info & Wrap-up

On the user interface, we segmented by Tabs. During the early stage of the interaction, the agent requires information from the Call Context tab. In here, vital information is placed higher. Everything in the disposition tab, labeled as ‘Wrap-up’, is required once the agent determines the call is coming to end, or has ended.