BoB · Template Selection · 2026

Moderating a usability study to find which flow users preferred: guided, or context heavy

Two prototypes — Lander and Rover — put in front of the support agents and admins who would actually live in them.

The Send Template Message dialog, showing the template list, a message preview and the input-variable panel all on screen at once

To study user preference and usability of template selection across two approaches.

01

Guided steps.

Designed for clarity, but with more interaction cost.

02

Context heavy.

Designed for faster execution, but with less guidance.

One global component could work for both admins and agents.

Moderated interviews and preference tests, run on two prototypes.

LanderThe context-heavy flow.

Everything on one surface. Fewer steps, less guidance.

RoverThe guided flow.

One decision at a time. More steps, more scaffolding.

I prototyped both flows using Figma Make and named them Lander and Rover, so neither carried a numerical or sequential bias when users compared them.

01
Task completion
02
Hesitation areas
03
Ranking ease of use

Support agents and admins, across three brands.

Aweri
Tribalveda
Bloome

What I asked each group to do.

01

Create a ticket and select a template to send a WhatsApp message to a customer.

01

Show how they’d set a WhatsApp template inside an automation.

02

Change a variable in a template already used in a live automation.

The two groups split, cleanly, in opposite directions.

WhoFlowWhat happened
Admins
✕ Lander

Couldn’t edit the variable. The interface was cluttered, with “Template listing”, “Template preview” and “Template config” all present at once.

Admins
✓ Rover

The interface successfully guided them to their goal.

Agents
✓ Lander

Fast execution. Fewer steps to send a message.

Agents
✕ Rover

Slower execution, and friction when talking to 40–50 customers each day.

The split wasn’t about taste. It was about how often each group opens the product.

01

Agents live in it, seven to eight hours a day.

An average agent replies to 40 to 50 customers a day with templates. That repetition builds habituation, and any added interaction cost slows down response time, which puts CSAT at risk. Context heavy suited them because it asked less of them each time.

02

Admins open the dashboard once or twice a week.

It’s not their core work, so they haven’t built the same muscle memory. They needed the flow to guide them, and that’s what Rover did.

What started as one global component split into two variants, each built for the environment its users actually work in.

That decision also made the component reusable elsewhere: wizards, node editors, conversational interfaces, and settings screens all now run on it.