SMARTERSDesign System

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DESIGN SYSTEM / CONVERSATIONAL EXPERIENCES · 2023–2024

Smarters

A system for designing and evolving conversational experiences.

I led the system’s structure with the Product/Conversation Design team. We connected research, standards, documentation and automation to turn fragmented files into a shared working reference across seven teams.

EXECUTION / DESIGN TEAM

≈30

%

Less execution time for off-the-shelf products

Design team · 7.4 h → 5.2 h · Monday average

TRAINING

33.3

%

Less training time

15 → 10 business days · 3 → 2 weeks

ADOPTION

7

/7

Teams using Figma as a reference

7 of 7 teams · Figma as the source of truth

Product interface in the mockup
Smarters library available in Figma’s components panel
01 / Components in Figma’s side panel. A shared entry point for finding and reusing standards during daily work.

01 / CONTEXT

The files grew. So did the effort of working together.

Work that needed interpreting at every handoff

Teams organised Figma files differently. Fragmented layouts, difficult navigation and inconsistent deliverables increased the effort needed to produce and continue a conversational journey.

My responsibility

As Lead Product Designer, I led the system’s structure with the Product/Conversation Design team: research, component standards, documentation and reviews. We built assets and automation tools collaboratively.

02 / RESEARCH

One system. Different ways of reaching it.

Interviews, surveys and observation of workflows revealed three areas to guide the system.

FINDING / 01

Structure

Files organised in different ways required fresh interpretation at every handoff.

FINDING / 02

Familiarity

Experienced, intermediate and beginner users needed to use and contribute to the same system.

FINDING / 03

Repetition

Navigation, links and multilingual assets involved recurring manual work.

INVESTIGATION AND PROFILES

Methods and user profiles

Goals and hypotheses guided interviews, surveys and observation. Empathy maps, affinity grouping and personas helped translate findings into decisions for the system.

The three profiles kept different levels of familiarity with the tool in view. The challenge was to help these people consult, use and contribute to the same system. Original persona artifacts are in Portuguese.

From research to decisions

Fragmented file structures informed the shared language for journeys. Different levels of familiarity reinforced the need for documentation alongside components. Repetitive tasks guided the navigation, guidance and automation tools. The system’s construction therefore responded to the way teams worked.

03 / DECISION 1

Create a shared language for journeys.

We adopted the what you see is what you get (WYSIWYG) principle: emulating the WhatsApp interface for the conversation while keeping technical assets clearly connected to the part of the journey they described.

WHAT THE PERSON SEES

Conversational layer

Messages, choices and sequence emulated WhatsApp, making it possible to walk through and review the experience in a recognisable format.

Original message requesting the person’s name, with Maria as an example.
Message / name entryEnlarge

WHAT GUIDES IMPLEMENTATION

Technical layer

Assets connected to the conversation made conditions and routing explicit. Monospaced type distinguished the specification; colours identified the responsible team.

Original validation with routes for valid name, invalid name and Max Error.
Validation / conditions and destinationsEnlarge

Original examples from the same Figma flow: the message and the rules guiding what happens next. Artifacts in Portuguese.

We defined a language for locating steps, understanding conditions and continuing someone else’s work. A Division identifies a journey section with _; a Jump uses # and repeats the destination’s name. This connects what someone reads in the file to where the conversation should go next.

Variants with one, two or three options describe the available choices. Validation and Jump components specify the condition and destination. System markers also distinguish waiting for the person, waiting for an API and ending the interaction.

DIVISION / IDENTIFIES THE STEP_nome homenagem
JUMP / POINTS TO THE DESTINATION#nome homenagem

Editorial summary of the naming convention. The name stays the same; the prefix identifies its role.

Original division labelled _nome homenagem, meaning tribute name
07Division in the Reels Dump flow. Its prefix identifies the step that other parts of the journey can reference.
Enlarge figure 7
Original jump labelled #nome homenagem, meaning tribute name
08Jump in the correction path. Repeating the name makes the destination recognisable to people designing and reviewing the journey.
Enlarge figure 8

04 / DECISION 2

Make validation and recovery part of the experience.

Making exceptions visible was an experience decision. In Reels Dump, the person enters the name of someone they want to celebrate. The Figma specification identifies three validation exits: valid name, invalid name and Max Error — the handling applied after the error limit set for that flow is reached.

When the input is invalid, the message explains what to correct and the Jump points back to name entry. Recovery belongs to the same specification as the expected path.

01 Request the input

Original message asks for the person’s name only, using Maria as an example
09Original name-entry message. The instruction and example make the expected format explicit.
Enlarge figure 9

02 Specify the exits

Name validation with valid name, invalid name and Max Error exits
10Documented validation. Three separate exits make the condition and subsequent routing available for review.
Enlarge figure 10

03 Guide the correction

Message asks the person to avoid at signs, numbers, special characters and offensive words, then try again
11Invalid-input message. The guidance addresses this specific input; the #nome homenagem Jump points back to name entry.
Enlarge figure 11

The validation outcome determines the next step

Valid name
Positive exit identified in the Validation component.
Invalid name
Explain the correction and point back to _nome homenagem, the name-entry step.
Max Error
Apply the specified exit after the error limit. In this example, the message asks the person to try again later.
View the full recovery excerpt and Max Error
Original invalid-name flow with corrective message and #nome homenagem return jump
12Original recovery excerpt, also showing correction after the person answers “No”. Messages and destinations sit together for behaviour review.
Enlarge figure 12
Max Error message says the conversation is not progressing and asks the person to try again later
13Max Error exit for this flow. The library also supports variants with or without human handover; the choice depends on the application.
Enlarge figure 13

Restore the context as well as explain the error

A fallback guides someone after an unexpected input. In this flow, audio and stickers sent at the wrong moment trigger messages that explain the accepted input and return to the purpose of the conversation.

The documentation requires a System section covering API errors, fallbacks, Max Error and other necessary scenarios. Reviewing that coverage is part of completing the task.

Audio input followed by guidance that the conversation currently accepts text only
14Audio sent out of context. The reply explains the accepted format and brings the person back to creating the tribute.
Enlarge figure 14
Sticker input followed by a message asking for text and restoring context
15Sticker sent out of context. The same recovery principle adapts to the input format.
Enlarge figure 15

05 / DECISION 3

Bring guidance and maintenance into everyday work.

Guidance needed to live where the work happened. Names, descriptions, variants and usage rules accompanied components in Figma. This created a common place to consult, reuse and learn the system.

With the team, we worked on tools for navigating large files, generating connections and supporting assets in Portuguese, Spanish and English. Their value lay in reducing manual steps and making journeys easier to continue.

  1. Consult in context

    Components and guidance in the side panel, close to the point of use.

  2. Review a shared rule

    Design reviews, shared terminology and implementation references give teams concrete ways to discuss conditions and destinations.

  3. Prepare navigation

    Before external validation, check current links, return paths and system messages; then present relevant flows through a navigable prototype.

How the system connected Design, Integrations and Data

Technical references alongside the experience

ChatFx validations identified the corresponding Skynet flow. API components required alignment with Integrations/FlowDev, the API name, documentation and links to error sections. The Figma representation therefore pointed to the implementation context.

The media and video-generation example specifies API errors and timeouts, an error record and a message asking the person to try again later. These definitions sit alongside the expected user experience.

Media API error component with api=false, API timeout, documentation and context references
16Integration error in Reels Dump. Documentation, conditions and context connect the technical failure to the journey.
Enlarge figure 16
Message says the request cannot continue and asks the person to try again later
17Message associated with the failure. The person receives guidance while the specification retains the error reference.
Enlarge figure 17

Records defined with Data

The Logs component states that types and values are mapped by Dx, the Data team. Its guidance calls for individual records and attention to events shared across options or specific to one choice. In this example, apiError = {{API}} identifies the intended error record.

Keep changes and versions traceable

The Adjustment component combines a change summary with an indication that it has been implemented in Staging or production. The versioning example links a version, a flow reference and a Monday task: a structure for finding the change and its related work.

Checklist for links, return jumps, system messages, prototype navigation and hiding internal elements
18Checklist before external validation. The criteria turn navigation and message review into a concrete shared activity.
Enlarge figure 18

< 06 > RESULTS

Less execution time. One reference for seven teams.

OFF-THE-SHELF PRODUCTS / MONDAY AVERAGE

Design team execution time

Before · 7.4 h

After · 5.2 h

≈ −30%

Before and after the Design System: the Design team’s average execution time for off-the-shelf products, recorded in Monday.

TRAINING / BUSINESS DAYS

Training

Before · 15 business days

After · 10 business days

−33.3%

3 weeks → 2 weeks · before and after the DS

Execution for off-the-shelf products: the Design team’s average recorded in Monday, from 7.4 h to 5.2 h (≈30%). Training: from 15 to 10 business days (33.3%), or three to two five-day weeks. Adoption: seven teams using Figma as their working reference.

SHARED REFERENCE

One official reference

All seven teams adopted Figma as the source of truth.

Figma7/7
  • Conversational Design
  • Data
  • Development
  • Natural Language
  • Integrations
  • Projects
  • Customer Success

COLLABORATION

Refinement with the teams

Design reviews incorporated the needs and perspectives of everyday work.

PRESENTATION

Clearer delivery

Client presentations shifted toward navigating the relevant flows.

The results accompanied a change in how teams worked: reusing standards, finding guidance and learning from a shared reference.

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SMARTERS · INDEX