Role
Lead UX Designer
Timeline
2020 – 2021, 8 months
Status
Shipped, 1,000+ businesses on trial
Tools
Figma

Overview

Airtel IQ is Airtel's cloud communication platform. Businesses use it to run customer conversations across calls, SMS, mobile and web.

Case study · B2B SaaS · Cloud communications

Cloud communication platform for businesses

Airtel wanted a communication suite a business could set up without an engineer. Two parts decided whether that was true, the self-serve trial and the visual call-flow builder. I led UX research and design for both.

The question

Could someone running a business set up how their customers reach them by phone, test it, and trust it with real calls, without a developer or a sales call?

My part

Lead UX designer. I ran the competitor audit and designed the trial and the call-flow builder, with Airtel's engineers in the room from the start.

Outcome

Airtel IQ launched to more than 1,000 trial businesses, with a 125% increase in end users in its first six months.

01

The brief

Airtel asked for four things at once

Airtel came to us wanting a platform for businesses of every size, one that didn't ask them to write code or wait on engineers each time a call flow changed.

Hover a cardTap a card to see what became of it

Trade-off

They couldn't all come first. Airtel wanted large customers before anyone else, and its own team set those customers up, so nobody was building flows themselves yet. The builder had to wait.

02

Who it's for

The incumbents were built for developers. I designed for the person running the business

I audited Twilio, Plivo and MessageBird. I mapped each one's user journey and ran a heuristic evaluation against it. Twilio's and Plivo's builders are powerful, but they're made for engineers reading API docs, not for someone trying to route a support line. Both had the same three gaps.

  • ChannelsLimited flexibility for different channels.
  • BuilderA visual builder that's hard to use.
  • NavigationComplex navigation to find basic features.

So every later decision got one test. Could a business owner do this alone?

Twilio's Flex dashboard: project info, account SID and auth token exposed on the main screen
Twilio's dashboard surfaces account credentials before anything a first-time business user needs.

03

Structure

One agreed map, with the builder as a tool every channel shares

Airtel IQ has three channels, two use cases and a set of tools they all share. Agreeing one structure for all of it took many rounds with Airtel's team.

The call-flow builder is the clearest example. I argued it should be a shared tool with its own place, not a page inside one channel, because a flow can run across voice, SMS and WhatsApp. Airtel's team took some convincing. Feedback from testers settled it.

Open a section to see its pages

Home

  • Dashboard
    • Voice
    • SMS
    • WhatsApp
    • Helpful tips
    • Quick shortcuts

Channels

  • Voice This case study3
    • Campaigns
    • Logs
    • Intelliphones
  • SMS3
    • Campaigns
    • Logs
    • DLT
  • WhatsApp2
    • Logs
    • Campaigns
      • In progress
      • Scheduled
      • Drafts
      • Create campaign

Use cases

  • Call Centre6
    • Agent console
    • Manage IVR
    • Manage campaign
    • Monitoring
    • Reports
    • Settings
  • Virtual Receptionist2
    • Reports
      • Logs
    • Call flow
      • Create flow
      • Drafts

Tools

  • Call Flow Builder This case study2
    • My flows
    • Pre-defined templates
  • Contactbook2
    • Contacts
    • Blacklist
  • My Numbers3
    • My numbers
    • Buy numbers
    • Manage numbers

Support and account

  • Support Centre2
    • FAQs
    • Tickets
  • APIs2
    • Voice
    • SMS
  • My Account3
    • Account settings
      • Users
      • Sub-users
      • Permissions
      • Groups
    • Billing
      • Reporting
      • Invoice view
      • Payment subscription
    • Technical settings
Where it landed. Each card is a section of the product and opens to show its pages. Voice campaigns and the call-flow builder, the two parts shown here, are marked.

04

The trial

I kept the trial to one simple path, to find out if anyone wanted this

The trial is self-serve. Register, and Airtel IQ gives you a working test number, an "intelliphone", before you commit to anything. That part wasn't my decision. Keeping it to one linear path was. The trial had a question to answer before the builder got built. Did the market want call-flow templates and a no-code builder? One simple path was the quickest way to find out.

So nobody starts from a blank canvas. You activate the number by calling it, pick a ready-made template with a live preview, and edit the flow: reroute a branch, swap the audio, add or remove a step. Testing gives you a real number to dial, so you hear your own configuration as an incoming call. Then the call shows up in your logs, with the same metrics a paid account gets.

More than 1,000 businesses signed up. That started the next phase, the full platform.

Passed on

An empty builder as the first screen. With templates, the first thing a business does is edit a flow that already works.

Activate Your Intelliphone screen: no call records yet, with the assigned test number alongside an onboarding checklist Call Flow Templates screen: inbound and outbound template list on the left, a live preview of the selected flow on the right Incoming Call Flow builder: blacklist check, play-audio and business-hours nodes, with a configuration panel open on the right Test Call Flow modal: a real number to dial, with options to view call logs or test more flows Call Logs dashboard: 120 total calls broken into inbound, outbound, answered and missed, with a filterable record table below
The trial, screen by screen: activate the number, pick a template, configure the flow, place a test call, read the call logs.

05

The builder

Two card layouts lost to a tree that arranges itself

Two directions came first. A few rounds of client and user feedback ruled both out.

Sectioned cards laid the call out in named parts: greeting, menu, other inputs. That worked for a plain IVR and nothing more. Adding an agent, sending an SMS or jumping between flows didn't fit. Neither did a flow that goes back and forth between menus.

Big cards held a whole step each, with a connector leaving the card for every outcome. They got messy to build and maintain, worst of all for IVR menus with nine or ten options.

The shipped builder is a node tree because it handles both. A simple flow stays simple and a complex one still fits. Nodes arrange themselves, the canvas follows the node you click, and zooming out is optional.

The final outbound call flow: a node tree from the outgoing call through the IVR greeting and menu to play-audio, SMS and jump-to outcomes
Final design. A node tree that lays itself out. Simple flows stay simple and complex ones still fit.
Airtel IQ's Voice Campaigns dashboard, still frame from the prototype walkthrough
Creating a voice campaign from start to finish. This is the prototype, not a recording of the shipped product.
The Airtel IQ design system: brand colours and status tags, buttons, inputs, dropdowns, toggles, navigation states, icons and the call-flow node structure
The design system under the builder and the trial screens: Airtel's colours and status tags, button and input states, navigation, toasts and icons.

06

Results

Swiggy, Justdial and Rapido signed on during the beta

So did Urban Company, Havells and Dr Lal PathLabs.

125%

More end users in the first six months

1,000+

Businesses signed up for the trial

Enterprise

Most trial businesses went on to ask for the paid plan

ETTelecom · The Economic Times

Airtel eyes big part of $1 bn cloud communication mkt with Airtel IQ for enterprises

telecom.economictimes.indiatimes.com (opens in a new tab) ↗

Airtel press release · 26 October 2020

Airtel enters the $1 billion Indian cloud communications market with Airtel IQ

"Swiggy, Urban Company, Justdial, Rapido, Havells among early customers"

airtel.in (opens in a new tab) ↗

Takeaway

Involve engineering before you fall in love with a flow

Airtel's engineers were in from the start, not brought in once the designs were done. That kept us from designing configuration options the platform couldn't support. Technical limits showed up as constraints to design around, not as rewrites.

The other bet that paid off was borrowing the look of Airtel's existing dashboards for the trial and the builder, not inventing a new one. A familiar shell meant people spent less effort learning the interface and more on building a call flow that works.