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Module
Module 3 of 6Lesson 1 of 3~12 min

Design the conversational experience

An assistant is judged as much on its successes as on the way it fails, admits it doesn't know or hands over. This lesson teaches you to design your assistant's conversational experience, from where users first discover it to the handoff to a human when the conversation goes off track.

Lesson objective

By the end of this lesson, you will be able to design the entry point, the tone, the behavior under uncertainty and the handoff to a human, for a happy path and a failure path.

Topics covered

  • conversation design
  • AI assistant UX
  • tone of voice
  • human handoff
  • chatbot

Where it fits

Design the experience and behavior

How should the assistant present itself, answer, say "I don't know" and hand over?

Lessons in this module

  1. Design the conversational experience (this lesson)
  2. Write a production system prompt
  3. Specify the response format for the interface

What you will learn in the course

This lesson is part of the course Build an AI assistant for your product

  • Identify a use case that justifies an AI assistant and write its framing brief (problem, users, allowed actions, out of scope, success criteria).
  • Design the conversational experience: entry point, tone, handling uncertainty, handoff to a human and response format.
  • Choose and justify a knowledge strategy (instructions, injected context, RAG, fine-tuning) and a conversation memory strategy.
  • Specify the assistant's tools and actions (data read, actions written, confirmation, permissions) and choose how to build it.
  • Identify the risks (injection, leaks, excessive actions, costs) and design layered guardrails that go beyond the prompt.
  • Design an evaluation plan with a reference dataset, criteria, grading methods, release thresholds and a regression rule.
  • Define production metrics (product, quality, cost, latency), alert thresholds and the loop from user feedback to the evaluation set.