Buddhi for an Agency

Buddhi for an Agency

Buddhi for an Agency

Profiting e-comm businesses with the help of human like interactive AI chatbot

User Experience

User Interface

User research

User Interviews

Product design

MVP 0-1

Motion Graphics

Branding

Interaction design

Shopify

B2B

Design Strategy

Design Mgmt

Time line

Sep '21- Feb '22

Team

1 Designer (Myself), 3 Developers,

1 Business Analyst,

Buddhi is a chatbot envisioned to help reduce the workload of any e-commerce customer support team by handling the usual questions from the buyers. This bot is conversational and connects with other services to respond appropriately

my role

Sole designer of the project handled all the design needs right from, Analysing the opportunity, Set the design direction for the design & team, conducting user research, Drive ideation workshops and design showcases, collaborating with engineers, Manage design scope, Monitor design delivery

The business opportunity


Our team found a great opportunity in helping the ecommerce store owners to cut down their cost spend on customer support teams. These e-commerce companies when expanding their markets or growing their catalog would need to proportionately grow their customer support team. Which impacted a huge cost spent on the employee's salary.

Our pitch is to automate 80% of their repeated support requests with our bot so that their current customer support team itself can handle lot more traffic.


Our team found a great opportunity in helping the ecommerce store owners to cut down their cost spend on customer support teams. These e-commerce companies when expanding their markets or growing their catalog would need to proportionately grow their customer support team. Which impacted a huge cost spent on the employee's salary.

Our pitch is to automate 80% of their repeated support requests with our bot so that their current customer support team itself can handle lot more traffic.

Problem


Customer Support chatbots is a crowded space. But, most of them do not have deep integrations with other services like shipping details, inventory or customer interests. This makes them less effective in reducing the customer support teams workload when the e-commerce business grows.
We found that the pay that is spent for customer support agents are from $40K - $60K, which was a huge burden for small level e-comm companies which the team saw that can be cut down when automated and can manage the customer queries with less than 3-member team for those kinds of businesses.


Customer Support chatbots is a crowded space. But, most of them do not have deep integrations with other services like shipping details, inventory or customer interests. This makes them less effective in reducing the customer support teams workload when the e-commerce business grows.
We found that the pay that is spent for customer support agents are from $40K - $60K, which was a huge burden for small level e-comm companies which the team saw that can be cut down when automated and can manage the customer queries with less than 3-member team for those kinds of businesses.

BUSINESS GOALS

To design an MVP

To design a solution for this business opportunity and to turn the idea from 0-1 as a fully functionable cutomer support bot.

Keep it minimal yet scalable

This is being an MVP we didn't had enough scope for design, yet the business wanted to plan design in a way to scale this app for future versions.

Key flows to automate

To reduce support workload and boost efficiency, we prioritized automating the most frequent and repetitive user queries for maximum impact

The Design Process

Discover and Validate

Discover and Validate

Initial Stakeholder Alignment Session

Before moving forward with solution ideation, we conducted an initial stakeholder session to align on the business opportunity and validate the direction of the problem we intended to solve.

Before moving forward with solution ideation, we conducted an initial stakeholder session to align on the business opportunity and validate the direction of the problem we intended to solve.

This session included internal stakeholders such as product owners, business strategists, and technical leads. The primary goal was to ensure everyone was aligned on the market gap, the value proposition, and the potential impact of building a chatbot like Buddhi.


This session included internal stakeholders such as product owners, business strategists, and technical leads. The primary goal was to ensure everyone was aligned on the market gap, the value proposition, and the potential impact of building a chatbot like Buddhi.


Focus of the Session

Discuss the pain points faced by small to mid-sized e-commerce companies regarding customer support costs

Evaluate the feasibility of reducing support overhead via automation.

Understand stakeholder expectations for scalability, integrations, and go-to-market potential.

Present findings from preliminary market analysis and business research.

Key Discussion Points

Market gap

Most existing chatbots do not support real-time integration with inventory, shipping, or personalization tools.

Customer support overhead

Businesses with $10M in annual revenue are often forced to scale support teams as they grow, leading to significant cost burdens.

Scalable MVP approach

Stakeholders agreed on starting with a focused MVP that can later scale in features and integrations.

Automation as ROI

Stakeholders expressed strong interest in a solution that could automate 70–80% of routine queries creating clear, measurable value.

This session was crucial in securing buy-in and establishing a shared vision for Buddhi as a scalable, automation-first customer support solution for emerging e-commerce businesses.

This session was crucial in securing buy-in and establishing a shared vision for Buddhi as a scalable, automation-first customer support solution for emerging e-commerce businesses.

Research Phase

Research Phase

Research Phase

To build an effective and impactful chatbot solution, our team initiated a comprehensive research phase focusing on understanding user needs, pain points, and market gaps. This phase combined qualitative user interviews with competitor analysis to gather a holistic perspective.

To build an effective and impactful chatbot solution, our team initiated a comprehensive research phase focusing on understanding user needs, pain points, and market gaps. This phase combined qualitative user interviews with competitor analysis to gather a holistic perspective.

User interviews

We conducted detailed interviews with three key user groups to capture diverse viewpoints across the e-commerce customer support ecosystem:

We conducted detailed interviews with three key user groups to capture diverse viewpoints across the e-commerce customer support ecosystem:

Actual end Users interviewed

E-commerce Business Owners: Understanding their operational challenges, support cost concerns, and expectations from automation.

Customer Support Team Members: Exploring their daily workflows, repetitive tasks, and frustrations with current tools.

End Customers (Shoppers): Gathering insights on their common support queries, chatbot experiences, and expectations for conversational support.

Method

Remote interviews via video calls

Regions Covered for Interviews

USA & Canada

Duration

60-75

Minutes per participants

Participants involved in interviews

6

From all teams

User sayings

“Every time we add new products or markets, our support tickets double, and hiring more agents isn’t sustainable.”

“We tried chatbots before, but they just gave canned answers and didn’t connect with our order system.”

“If a bot could handle 80% of routine questions like order tracking or sales info, that would save us thousands in salaries.”

“We want a solution that integrates with Shopify and other ecomm platforms.

I spend so much time just copying order numbers and tracking info to reply to customers.”

“Most questions I get are repetitive where’s my order, can I return this, do you have this item in stock?”

“The current bots we use just collect email addresses or greet customers. They don’t actually solve anything.”

“If a chatbot could handle the simple stuff and escalate the tricky cases to me, it would make my job much easier.”

“I don’t want to wait on hold or send emails quick chat answers are what I need.”

“Chatbots often frustrate me because they don’t understand what I’m asking or keep repeating the same things.”

"After initiating a report export, I was unable to access the report generation page until the export was complete — a process that could take anywhere from a few minutes to several hours. This delay significantly impacted my productivity."

“If the bot could tell me exactly where my package is or if my return is processed, that would be amazing.”

“I’m okay chatting with a bot, as long as it feels polite and I can talk to a real person if needed.”

User Personas

Emily thompson

Emily thompson

Emily thompson

E-commerce Business Owner

E-commerce Business Owner

E-commerce Business Owner

Age : 35

Gender : Female

Location : Austin, Texas.

Tech Savviness: Moderate

Company Size: 25 employees

Role: Founder & Operations Manager of a mid-sized fashion e-commerce brand

“I need a smart assistant that understands my business and helps me reduce overhead without compromising customer service.”

An urban male in his 20s and is very interested in fashion. He is always in the look out for new trends and prefers online stores than brick and mortar stores for convenience and variety

An urban male in his 20s and is very interested in fashion. He is always in the look out for new trends and prefers online stores than brick and mortar stores for convenience and variety

Richard Collins

Richard Collins

Richard Collins

Customer Support Agent

Customer Support Agent

Customer Support Agent

Age : 29

Gender : Male

Location : Canada

Tech Savviness: High with CRM and helpdesk tools

Experience: 4 years in customer support

Role: Support Team Lead at an electronics e-commerce company

“If a bot can handle the routine stuff and escalate real issues to me, I can focus on what really matters.”

Zoe Martine

Zoe Martine

Zoe Martine

Regular Online Shopper

Regular Online Shopper

Regular Online Shopper

Age : 26

Gender : Male

Location : Chicago, USA.

Occupation: Marketing Executive

Tech Savviness: High

Shopping Habits: Shops online 3-5 times per month across categories

“I’m fine with chatbots if they’re helpful and polite, but if they keep repeating themselves, I give up.”

Key Insights from User Interviews

Repetitive Support Workloads Are a Major Pain Point

Support agents reported that 60–70% of their daily workload involved repetitive queries like order status, return policies, and promotions.

Business Owners Need Scalable, Cost-Effective Solutions

Owners want to avoid growing their support team as they scale. Automation is seen as a way to cut support costs and improve efficiency.

Customers Expect Fast, Context-Aware Assistance

End users are frustrated by generic chatbot responses. They want quick, accurate answers especially for personalized questions like “Where’s my order?” or “Can I change my subscription?”

Poor Escalation and Human Handover Frustrates All Users

When a bot fails to resolve an issue and there's no smooth handoff to a human agent, it results in customer dissatisfaction and lost trust.

Integration Is Not Optional It’s Essential

All user groups emphasized the need for the chatbot to integrate deeply with platforms like Shopify, order systems, and CRMs to be truly useful.

Competeitor Analysis

As part of our research, we studied key customer support chatbots. The aim was to identify their strengths, limitations, and opportunities where Buddhi could provide a differentiated experience, especially for small-to-mid-sized e-commerce brands.

As part of our research, we studied key customer support chatbots. The aim was to identify their strengths, limitations, and opportunities where Buddhi could provide a differentiated experience, especially for small-to-mid-sized e-commerce brands.

Key Competitors Analyzed

Tool

Focus Area

Focus Area

Freshdesk

Multi-channel support + bots

Bot limited to basic flows; deeper workflows required manual setup

Tidio

Live chat + chatbot builder

Lacked advanced automation; mostly rule-based bots

Haptik

Enterprise conversational AI

Heavily enterprise-focused; setup complexity and high cost for SMBs

Intercom

Customer engagement + bots

Expensive and overly complex for smaller brands

Zendesk Chat

Live chat with automation

Basic automation; limited to ticket deflection

Drift

B2B sales-focused chatbot

Not focused on e-commerce; limited support integrations

Key Insights from competietor analysis

Most Chatbots in Were Rule-Based and Shallow

The market was filled with basic FAQ bots lacking dynamic responses or contextual understanding.

High Setup Complexity and Cost Were Barriers for SMBs

Many tools, such as Intercom and Haptik, were designed for enterprise users, leaving small-to-mid-sized e-commerce brands underserved.

Weak Integration with E-commerce Ecosystems

Most tools didn’t support deep integration with systems like inventory, shipping, or subscriptions—limiting their ability to automate meaningful interactions.

Subscription Management Was Overlooked

Despite the rise of subscription-based e-commerce models, most chatbots ignored this critical user need, presenting a major opportunity for Buddhi.

Opportunity for a Niche, E-Commerce-Focused Solution

There was a clear gap for a lightweight, affordable, and purpose-built chatbot that can solve specific e-commerce support needs right out of the box.

Ideation & Strategy

Ideation & Strategy

Ideation & Strategy

Following our research findings, we transitioned into the ideation and strategy phase with a clear objective: To define the most valuable, feasible, and scalable features for Buddhi’s MVP that could significantly reduce support team workload while enhancing customer satisfaction.

Following our research findings, we transitioned into the ideation and strategy phase with a clear objective: To define the most valuable, feasible, and scalable features for Buddhi’s MVP that could significantly reduce support team workload while enhancing customer satisfaction.

Following our research findings, we transitioned into the ideation and strategy phase with a clear objective: To define the most valuable, feasible, and scalable features for Buddhi’s MVP that could significantly reduce support team workload while enhancing customer satisfaction.

Workflows to Automate

Most of the customer requests fall under the category of order related, offers, subscription and proper responses to enquiries about the products. If we could automate these, We can relieve customer support team to focus on much complex queries from other buyers which leads to better customer satisfaction and brand building.


We came up with the following list of workflows to automate as part of the product’s MVP based on the users insights and business strategy.

Most of the customer requests fall under the category of order related, offers, subscription and proper responses to enquiries about the products. If we could automate these, We can relieve customer support team to focus on much complex queries from other buyers which leads to better customer satisfaction and brand building.


We came up with the following list of workflows to automate as part of the product’s MVP based on the users insights and business strategy.

Key Insights That Informed the Ideation

Support teams spend the majority of their time responding to order-related, sales and subscription queries.

Customers want quick, contextual help with minimal back-and-forth.

Business owners want to reduce support team costs without compromising service quality.

Existing chatbots lack domain depth and proper integration with backend systems.

SUMMARY

This ideation and strategy phase helped us define a focused, value-driven roadmap for Buddhi's MVP. By concentrating on automating order, subscription, and promotion-related queries, we targeted the highest-leverage pain points while ensuring the solution is scalable, integrable, and easy to adopt for small and growing e-commerce brands.

This ideation and strategy phase helped us define a focused, value-driven roadmap for Buddhi's MVP. By concentrating on automating order, subscription, and promotion-related queries, we targeted the highest-leverage pain points while ensuring the solution is scalable, integrable, and easy to adopt for small and growing e-commerce brands.

Final Solution

We designed a bot which is simple,functionable and scalable for the very first version. We just focused on the key value proposition to automate and provide human like conversations by defining the key required functions or intents minimally as per user and business request. In the initial phase after the launch the bot was able to handle around more than 75% of the queries just like human like conversations which was a huge success. In addition, I ensured the product was delivered with the appropriate branding which provided proper identity for the product.

We designed a bot which is simple,functionable and scalable for the very first version. We just focused on the key value proposition to automate and provide human like conversations by defining the key required functions or intents minimally as per user and business request. In the initial phase after the launch the bot was able to handle around more than 75% of the queries just like human like conversations which was a huge success. In addition, I ensured the product was delivered with the appropriate branding which provided proper identity for the product.

We designed a bot which is simple,functionable and scalable for the very first version. We just focused on the key value proposition to automate and provide human like conversations by defining the key required functions or intents minimally as per user and business request. In the initial phase after the launch the bot was able to handle around more than 75% of the queries just like human like conversations which was a huge success. In addition, I ensured the product was delivered with the appropriate branding which provided proper identity for the product.

Design Principles Followed

Conversational Clarity: Keep dialogues short, helpful, and context-aware.

Modularity: Components like order tracking, promotions, and subscriptions were designed as reusable building blocks.

Fail-safe UX: Clear fallback options, user controls, and easy escalation to human agents.

Tone & Personality: Friendly but professional and adaptable to different e-commerce brands.

Key Interface Decisions

Conversational UI Framework

We designed Buddhi with a guided conversational UI, where users could:

Type freely or

Use quick reply buttons for common intents like “Track my order” or “Cancel subscription”.

Context-Aware Response Blocks

Each automated flow (e.g. order status) includes:

Step-wise info fetching (e.g., asking for email/ID)

Integration call feedback (e.g., “Fetching your order status…”)

Real-time data presentation (e.g., delivery ETA, subscription summary)

Action buttons (e.g., “Pause”, “Cancel”, “Modify”)

Fallback and Escalation Flows

We implemented:

A fallback mechanism when the bot doesn’t understand the query

Explicit handover options like “Talk to an agent”

Passive cues (e.g., “Need help? You can always ask for a human.”)

Brand-Adaptive UI

To ensure that Buddhi could work across different e-commerce brands (fashion, food, electronics, etc.), we built a neutral yet customizable UI system, allowing:

Custom color themes

Brand voice tone setting (formal / casual)

Welcome message editing and logo placement

UI's and other design deliverables

Inorder to keep it minimal and to cut cost I was asked to design using Shopify's components as the tool is going to be built for Shopify. But for marketing purposes we did branding at a minimal level for this product.

Inorder to keep it minimal and to cut cost I was asked to design using Shopify's components as the tool is going to be built for Shopify. But for marketing purposes we did branding at a minimal level for this product.

BRANDING

We started with defining the brand personality and brand tone. And started with logo designing at a very minimal level. Later we designed all the basic styles, components and set the brand design's direction. Also I animated these logos and icons for communicating the brand personality with the audience.

We started with defining the brand personality and brand tone. And started with logo designing at a very minimal level. Later we designed all the basic styles, components and set the brand design's direction. Also I animated these logos and icons for communicating the brand personality with the audience.

OUTCOMES

85% Query Resolution Without Human Intervention

Customers received accurate and fast answers to most questions without needing to speak to an agent.

4.6/5 Average Satisfaction Score (Early User Testing)

End users appreciated the bot’s clarity, speed, and seamless handoff to human support when needed.

Faster Onboarding Time

Businesses were able to set up the chatbot and integrate it with Shopify under a day.

Consistent Support Quality

Automation ensured every user received consistent, brand-aligned messaging no matter the time or volume of traffic.

What This Proves

A lightweight, well-integrated chatbot like Buddhi can deliver enterprise-grade efficiency to small and medium e-commerce businesses.

Strategic automation of specific flows brings measurable improvements in cost, speed, and customer satisfaction.

The MVP laid a strong foundation for further development such as adding return/refund automation, personalization, and multi-language support.

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