Insights Bot
Research - UX Design - User Interface
A Slack bot that allows team members to retrieve real-time information, such as the current price of Bitcoin, with a simple command, streamlining workflows and enhancing productivity.
Roles
Researcher
Designer
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Tools
Figma
Duration
9 weeks
The aim is to integrate a user-friendly bot into Slack that simplifies data access, reduces time spent on routine tasks, and ensures that critical information is readily available at the user's fingertips.
Target User Group
Internal team members at Lukka Inc.
What is Lukka Inc.?
Lukka is a provider of crypto data and financial software, serving clients like funds, financial institutions, and government agencies. They offer solutions for data management, blockchain analytics, and compliance, focusing on accuracy and transparency in the crypto ecosystem.
The Problem
Team members at Lukka face challenges accessing Insight’s data directly through Slack, often relying on others for information or spending time navigating Lukka Insights to find what they need.
The Goal
To develop a system that enables team members to quickly and efficiently retrieve necessary data directly within Slack, thereby eliminating delays and improving access.
The Approach
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Project Kickoff: Introduced the project objectives and assigned roles to the intern team members at Lukka. Established a timeline with regular meetings over the week to track progress.
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Research Phase: Conducted extensive research on Slack's API custom command creation. Explored Lukka Insights thoroughly to understand available data and the value it held. Had a demo meeting with the project owner to clarify requirements.
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Feature Identification: Brainstormed potential commands and features based on team needs, after interviewing specific teams members interned for. Prioritized essential commands for quick access to pricing data and insights.
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Bot Development: Secured authorization to design and develop the Slack Bot. Collaborated on both technical and design aspects of he bot.
Research
- /price [coin]
- /marketcap [coin]
- /coinscore [coin]
- /sustainabilityscore [coin]
- 1Hchange [coin]
- 24Hchange [coin]
- 7Dchange [coin]​​
- /24Htradingcolume [coin]
- /circulatingsupply [coin]
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- /top5gainers
- /top5losers
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Understanding Needs
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- Identified the necessity for a streamlined interface to access Lukka Insights.
- Engaged with team members to gather insights on desired features and commands.
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AI Integration
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- Researched AI capabilities to enhance bot functionality.
- Consulted with management on implementing AI to respond in natural language.
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Final Design
User Interface: Designed a seamless integration with Slack using familiar command structures. Created easy-to-use commands for retrieving data quickly.
Functionality: Developed a bot that listens for commands and responds with real-time data from Lukka Insights. Included commands for various crypto data, such as current prices and market insights.
Testing and Feedback: Created a dedicated Slack channel for testing and iterative improvements. Incorporated team feedback to refine the bot’s functionality and user experience.
Initial Access​
Onboarding Experience​
Engaging with the bot ​​
Engaging with other employees
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Using the Bot
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Retrieving the data
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Accessing more Information
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The Future
​- OpenAI integration can handle general queries without the user needing to follow the format of slash commands.
- Can manage permissions to restrict commands to specific staff or roles.
- Can be deployed as a public Slack app and can be used to access Lukka Insights data in other workspaces.
Cybersecurity and Risk Assessment
AI Implementation
​Step 1: Spoke with senior Risk leadership about the implementation of OpenAI in the bot.
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Step 2: Reviewed AI Acceptable use policy
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Step 3: Completed security exception access request to use the OpenAI API
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Step 4: Ensured code compliance with Lukka’s AI Acceptable Use Policy
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Compliance and Bot Testing: Ensured compliance with all other Lukka Policies and created a separate Slack channel for bot testing purposes.