Product
Conversational Design Canvas
A seven-cell canvas for a chatbot or voice agent's persona, intents, and failure handling.
What it is
Seven cells: purpose and success metric, persona and tone, user intents ranked by frequency, sample dialogues for the top intents, context and memory, failure and fallback, and guardrails. Built so a bot's personality and edge cases get designed on purpose instead of by accident.
Reach for it when
- A support bot with an inconsistent tone and too many dead ends
- A new LLM-based assistant being scoped before any dialogue logic gets written
- A team that can describe what the bot should say but not what it should never say
Running it
- Start with Purpose & Success Metric — tie it to a measurable outcome like containment rate or task completion, not 'be helpful.'
- Define Persona & Tone next, since it constrains how every later dialogue should read.
- Rank User Intents using real support or search-query data where you have it, then write 2-3-turn Sample Dialogues live as a group, reading them aloud.
- Close with Failure & Fallback and Guardrails in the same 2-3 hour session — don't let time pressure cut these.
Watch out: Teams design the happy path and treat fallback handling as an afterthought, and define persona in the abstract ('friendly and helpful') with no concrete line to check new copy against.
Comments & Discussion
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Recent Comments (3)
This workshop was incredibly effective for our remote team! We adapted it slightly for a virtual setting and it worked wonderfully. The key was breaking into smaller breakout rooms.
Great resource! One tip: prepare all materials the day before to avoid any last-minute rushes.
Used this for our quarterly planning session. The structured approach really helped us stay on track!