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Interactive Stock Market Chatbot

The chatbot provides quick answers to user questions and easy access to services like account management and stock trading. It improves navigation, saves time, and enhances the experience by offering instant help without needing direct support.

Interactive Stock Market Chatbot
Visit websiteIterative Design
Role: UX, UI Lead - Interaction design, Visual Design, User flow, Rapid prototyping
Timeline:3 weeks
Tools:Figma
Design Process
Project OverviewNaasa Securities Pvt Ltd Nepal, trusted by over 41,902+ users, offers a chatbot providing quick answers to user questions and easy access to services like account management and stock trading. It improves navigation, saves time, and enhances the experience by offering instant help without needing direct support.
Project Overview

ProblemUsers of a stock market company face delays and inefficiencies in reporting issues and tracking resolutions due to a lack of an organized ticketing system.
SolutionA chatbot was developed to automate ticket generation, categorize user issues, and notify agents efficiently. This streamlines communication and ensures faster resolutions.

Phases of Design
  • Core Design: Introduces basic chatbot functionalities like FAQs, ticket generation, and a chat interface.
  • Design: Simple and user-friendly layout with clear navigation for initiating a support process.
  • Phase 1

    Upgrades
  • Support for adding multiple clients.
  • Validation of client IDs (e.g., valid/invalid status).
  • Batch ticket generation for multiple users.
  • Display of KYC status for added clients.
  • UI Enhancements: More detailed forms and validation steps.
  • Phase 2

    Upgrades
  • User authentication system with sign-up and login functionality.
  • Secure input forms for user details (e.g., name, email, phone).
  • Batch ticket generation for multiple users.
  • UI Enhancements: Structured layout for account management and seamless user onboarding.
  • Phase 3
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