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Reframing UX Research for GenAI

September 9, 2024

Generative artificial intelligence (GenAI) has created significant buzz—and, in some cases, panic—across industries and job roles. However, UX professionals are often in the best position to help businesses make sense of GenAI for their users.

Our UX team at ServiceNow had been fortunate to work in UX research for artificial intelligence (AI) prior to the GenAI boom. Over the last year and a half, our team has experienced an incredible journey of learning, pivots, and evolution. Therefore, we believe that we’re uniquely qualified to share what we’ve learned so far to help other UX professionals—especially those conducting UX research for AI experiences—conduct more impactful, actionable UX research that elevates the human’s role and experience.

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The Unique Challenges of UX Research for AI Experiences

Based on our experience, we’ll be writing a series of articles on UX research for AI experiences for UXmatters. In our series, we’ll dive into some core aspects of how to adjust our approach to conducting UX research for AI experiences and consider what it means to be a UX researcher studying AI experiences.

We won’t focus on AI tools that might help you do your job as a UX researcher or how AI could impact the usefulness of humans working in User Experience. There are many smart people and great resources out there covering these topics. Instead, we want to fill a knowledge gap that exists, regarding something that has become apparent to us from working in this space, but is not well understood or often discussed: Conducting UX research for AI experiences is different from conducting UX research for non-AI experiences, especially GenAI experiences.

If you didn’t know there is a difference—let alone a big enough difference for us to write a series of articles about this topic—don’t worry. Through this series, you can learn about these differences. Plus, adjusting to them requires something that UX researchers usually have in spades: empathy and user-centric views.

Understanding AI: Classical Versus Generative

What’s the root cause of the differences between classical AI versus generative AI? Many of these differences exist because of the AI technologies themselves in their current state. We expect these differences to evolve over time as the technologies mature. Although it may seem like AI came out of nowhere with ChatGPT, some have called AI the “oldest new technology.”

This is an oversimplified view of how we think about these differences:

  • Classical AI—Trained on a lot of data—though often specific, limited data sets—this type of AI is excellent at identifying patterns. Think of this as similar to completing a jigsaw puzzle: classical AI can take all the puzzle pieces, forecast the best next piece placement, and assemble all the pieces into a known piece of art. This type of AI includes machine-learning (ML) classification models, and early natural-language processing (NLP). We’ve all likely used this technology through predictive text when texting and writing email messages, allocating certain email messages to spam, or even limited chatbot experiences.
  • Generative AI—Trained on truly massive amounts of data, this type of AI is set apart from classical AI in that it can generate new content that mimics human creativity. Instead of assembling a jigsaw puzzle into a known piece of art, it can create something novel. However, GenAI still learns and generates based on the data on which it was trained—just as humans experiences and environments influence them. While there are various GenAI models—for example, large language models (LLMs)—one of the biggest shifts is this technology’a ability to mimic human dialogue. It can create a conversational experience using more natural language and greater expression and can create text, images, videos, and audio. Some examples of GenAI include ChatGPT, Gemini, and Midjourney, and there many more tools that leverage this capability—for example, the way Google and Amazon now generate AI summaries of search results or product reviews. Because GenAI is much more accessible and applicable to numerous use cases, its potential is causing a lot of excitement!

We’ve simplified these descriptions for the sake of brevity, but if you want to learn more about them, there are many good resources available online. We have included some links to them at the end of this article, in the section “Some Useful AI Resources.”

Different use cases require different solutions, which might be rules-based solutions, classical AI, GenAI, or a combination of these. The key is to use the correct technology to solve a real problem, not to assume that GenAI is the right solution. Implementing AI doesn’t automatically address users’ needs. Our UX expertise plays a crucial role in ensuring that the solution is the right fit for users.

A Shift in UX Research Thinking

UX research for both classical AI and GenAI require a significant mental model shift in users’ thinking: from deterministic, if x then always y, to probabilistic, if x, then most likely y, but possibly z. With GenAI, additional factors influence users, partly because of the current state of the technology and its inherent limitations.

While we’ll explore some of these factors in greater detail in future articles in this series, these factors include the following:

  • risk of hallucinations—that is, inaccurate, made-up, or misinterpreted information
  • challenges of prompting
  • heightened user expectations of GenAI products and tools
  • governance and privacy—especially data privacy
  • cost to the business

The impacts of these factors vary by persona, organizational and enterprise level, industry, and domain risk—for example, healthcare and human resources (HR) versus information technology (IT). Another major difference is that there is no single happy path particularly as we look to the future applications of GenAI, because GenAI allows the creation of truly personalized experiences by leveraging users’ unique data. In addition, given the limitations of the technology, we might want to slow down our users and ensure that they are reviewing AI generated content. This is a significant shift from the traditional UX approach: “don’t make me think.” Therefore, the ways in which we conduct research, the questions we ask, and our target objectives and goals must change to accommodate these highly personalized experiences and current limitations of the technology.

The Importance of Human-Centered AI Experiences

Why does being human centered matter so much? As UX researchers, we are in a unique position to advocate for truly human-centered AI experiences. As the voice of the user, we personally believe that it is our obligation to do so. Developers often embed GenAI technology into products and experiences without considering these and other unique qualities of GenAI. This serious oversight could lead to less desirable user experiences, negatively impact user adoption, reduce user trust, and even cause actual harm to our users.

Our goal is to put humans at the center of AI experiences, ensuring that this powerful technology serves them and solves real-world problems for them. Human-centered AI experiences require building trust and ensuring that users see value in integrating GenAI into their experiences.

Many of our recommendations in this series come from the field of human-centered AI. We’ll touch on how to assess aspects of human-centered AI such as transparency, human-in-the-loop design, and explainability.

Upcoming Topics in This Series

We’re excited to share our knowledge with the UX community and spark interest in rethinking not only how we do our work but how we perceive our roles. In this series, we’ll cover the following:

  1. How to navigate UX research for GenAI
  2. Why GenAI demands changes in how we conduct UX research beyond AI experiences
  3. Rethinking our approach to UX research for GenAI and immediately applying these changes
  4. Devising research strategies for emerging technologies such as GenAI
  5. Leveraging human-centered AI for GenAI experiences
  6. Understanding personas’ relationships with and needs of GenAI experiences
  7. Our definitive list of interview questions to ask users when studying GenAI products

Welcome to this AI journey. We look forward to sharing our knowledge and interacting with the UX community to further the field of UX research in AI. 

Some Useful AI Resources

To explore the topics that we’ll discuss further, consider checking out the following resources, which provide valuable context and insights into the history of AI and UX research in the AI space:

Senior UX Research Manager, AI/ML, at ServiceNow

Ogden, Utah, USA

Katie SchmidtAfter graduating with a Master’s in Experimental Psychology and publishing in the field of psychology and law, Katie began her UX career at Northrop Grumman where she was a lead UX researcher for enterprise experiences. She helped form the first team for enterprise UX at the company, then went on to manage several cross-functional teams focusing on internal and external products and experiences. Katie joined ServiceNow in 2022 as the manager for the Artificial Intelligence/Machine Language (AI/ML) UX Research team. Under her leadership, the team has grown in size and business influence, participating in history-making product roll outs for Generative AI. Her team has also emerged as a strong voice for the role of UX research in responsible AI and human-centered AI ethics. Katie values transparency, human connection, and loyalty as both a people leader and a voice in the field of AI.  Read More

Senior UX Researcher, AI/ML, at ServiceNow

Montreal, Quebec, Canada

Hayley MortinAs a Senior UX Researcher on the Platform Artificial Intelligence/Machine Language (AI/ML) team at ServiceNow, Hayley started her journey in AI working as a Data Annotator, where she learned about the AI development lifecycle while creating datasets for training computer vision. This foundational experience paved the way for her transition into UX Research, a move that was inspired by her academic background in Psychology and Behavioral Science. Today, she focuses on understanding how users perceive and approach adopting AI/ML technologies, and she explores ways to build trust with users through explainable AI design.  Read More

Manager & Strategist of AI UX Research at ServiceNow

San Diego, California, USA

Jessa AndersonJessa has over 15 years of experience researching human behaviors and needs, with a PhD in Health & Human Behaviors, and nearly five years focusing specifically on helping to understand the user experience of artificial intelligence (AI) in enterprise settings. She is a champion for humans and elevating the role of the human in the unique interplay between AI technology and users, across a variety of personas, from non-technical to highly technical. Outside of work, she is busy being a mom and soaking up the sun in San Diego.  Read More

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