← Portfolio Case study 02 / 06 · UX · Figma

An assessment that feels like a conversation

A long risk questionnaire, redesigned as a guided chat.

UsersRisk + compliance teams
PatternChat + progress panel
GoalFinish the assessment
Problem

Risk assessments had dozens of questions. As a form, people gave up halfway.

How I solved it

A guided chat: one question at a time, one-tap answers, and progress always in view.

The usual way · one formevery field at once
AI risk questionnaire Section 1 of 9 · every question on one page scroll · scroll · scroll
Fig 1Every question at once. No sense of progress.
After · conversation1 question at a time
Assessment · Loan triage model
Does this system make decisions about customers?
Yes
Can a person review a decision before it's final?
AlwaysSometimesNever
Type an answer…↑
Progress · 3 of 5 PurposeDataDecisionsOversightSecurity
1 tap answers
Fig 2One question at a time, quick-answer chips, and a progress panel on the right.
Ask One question Plain language
→
Answer Chip or text One tap for common answers
→
Track Progress panel Sections tick off
→
Finish Result Summary first
Fig 3The loop the user repeats until the assessment is done.
Assessment / Chat
Assessment · Loan triage model
Does this system make decisions about customers?
Yes
Can a person review a decision before it's final?
AlwaysSometimesNever
Type an answer…↑
Progress · 3 of 5 PurposeDataDecisionsOversightSecurity
Chip / Selected
Result / Summary
Loan triage modelAssessment result · Summary
View details
HighRisk level
14Findings
3Actions needed
Top actions HighAdd a human review step MedLog every model decision MedDocument training data
Button / Secondary
Result / Detailed
Loan triage modelAssessment result · Detailed
Human oversightHigh
Evidence: decisions are final without review. Recommended: add an approval step for declines.
Data qualityMedium
TransparencyLow
SecurityLow
Conditional
On click · Answer chip
if #answered<#total
Set#answeredto#answered+1
Show"Next question"
else
Navigateto"Result / Summary"
PrototypeEvery answer moves a counter. When it reaches the total, the chat hands over to the result.
1 questionOn screen at a time
ChipsFor the most common answers
Always visibleHow much is left