Work in progress
OVERVIEW
This case study outlines design experiments conducted over two years to enhance the Otter AI Notetaker (formerly OtterPilot) onboarding screens, culminating in significant user growth and virality.
IMPACTS
+58% number of viral signups
+4.8% week-1 return rate
+30% # of users with auto-share ON
+7.4% # of users with auto-join ON
MY ROLE
Design Lead
TIMELINE
Q4 2022-Q3 2024
CONTEXT
📈 Notetaker is the most viral way to use Otter
AI Notetaker is a bot that automatically joins virtual meetings to transcribe, generate, and share actionable insights. As the top driver of weekly viral signups, enabling Notetaker's auto-join and auto-share features is crucial for Otter's user growth.
5 EXPERIMENTS
🧪 Iterating and learning our way to success
Recognizing the importance of Notetaker settings, we conducted a series of experiments and implemented four iterative improvements. By leveraging insights from experiment results and user research, we refined our approach, ultimately achieving a successful outcome.
Experiment I: Introducing Notetaker settings early in the onboarding funnel
Q4, 2022
Digging into data to analyze users’ current sharing behaviors
1. After opening sharing popup, users tend to share via inputting emails more often than inputting groups.
2. Ranking of sharing methods:
a. Across all plans: public link > email > group
b. Business/enterprise: public link > group > email
RESEARCH
Competitor Analysis
Created a comparison chart comparing the sharing features from different collaboration tools: Google Docs, Figma, and Miro.
Contact me at fyona.ck@gmail.com to view the rest of the case study.