Helping customers track their order & reducing help centre contacts

Helping customers track their order & reducing help centre contacts

The Setup

My Role

Lead Product Designer — Help & Self-Serve:

Ran the help centre audit, owned UX direction, and worked with Product, Engineering, and Customer Operations throughout. The actual first job wasn't the redesign — it was breaking down how the teams worked in isolation from each other.

Working Constraints
  • Sole designer across a fragmented multi-team effort

  • Intercom flows lived in a separate system, owned by CS Ops — any changes needed alignment across two independent operations

  • Help centre work touched Product, Engineering, CS, and Customer Operations, but they weren't synchronised

  • Multiple stakeholders arriving with solutions rather than problems

  • Engineering had lost confidence in the design process before I joined

How We Approached It

Ground everything in data: Rather than stakeholder assumptions, we used support tickets, usage patterns, and customer feedback to surface what was actually breaking. When a stakeholder pitched a solution, we checked it against the signal first.

Sync the silos: Set up structured touchpoints with CS Ops and Product together — not separate conversations. When Intercom flows changed, it affected the in-app experience. Both teams needed to see that connection.

With engineers: Early involvement on what was technically buildable. No finished specs. They saw the customer data alongside the design direction, so the reasoning was clear.

The Context

Flink's help centre was generating a high volume of inbound contacts — customers couldn't find answers quickly, and support agents were handling requests that should have been resolvable without human intervention.

The existing experience had grown organically — fragmented structure, inconsistent entry points, self-serve buried behind too many steps.

As the lead designer, I was brought in to understand why customers were contacting support unnecessarily, and redesign the experience to reduce that friction.

Existing State Of Help Centre

The help centre had two states depending on recent order activity. If you'd placed an order in the last 24 hours, you were shown that order and could get help with it directly — including reporting issues with items. If you hadn't, you hit a blank screen with a single "Ask a question" CTA that dropped you into Intercom.

No recent order, no self-serve. If you needed help, Intercom was your only option.

Existing State Of Help Centre

The help centre had two states depending on recent order activity. If you'd placed an order in the last 24 hours, you were shown that order and could get help with it directly — including reporting issues with items. If you hadn't, you hit a blank screen with a single "Ask a question" CTA that dropped you into Intercom.

No recent order, no self-serve. If you needed help, Intercom was your only option.

No Order Placed In Last 24h

Selecting 'Ask a question' triggered a four-step bot flow. Deflection made it hard to reach support; users looped and had to restart.

No Order Placed In Last 24h

Selecting 'Ask a question' triggered a four-step bot flow. Deflection made it hard to reach support; users looped and had to restart.

Order Placed In Last 24h

Clicking an order item revealed a report function. Signals showed duplicate submissions and follow-up Intercom contacts about the same issues.

Order Placed In Last 24h

Clicking an order item revealed a report function. Signals showed duplicate submissions and follow-up Intercom contacts about the same issues.

The signals from Support staff and customer feedback were consistent — people weren't finding useful information or clear routes to help.


The result was a high volume of direct support contacts and customers stuck in frustrating loops with the bot.

Digging Deeper

I audited the existing help centre — mapping every entry point, flow, and drop-off across the app — and cross-referenced it with support ticket data from Customer Operations to connect failure points to specific UX problems.

I ran remote baseline usability tests paired with sessions with in-person sessions with Klara colleagues using Lyssna across both the Help Centre flow and the Issues with Items flow to pressure-test what the audit was showing and get something measurable to work from.

We used a Gemini project to collate user test responses and interaction data, extract patterns, and produce shareable insight assets for stakeholders.

Outcome:

We confirmed some working hypotheses, discarded others, and unearthed insights on where customers were struggling. Combined with qualitative follow-ups, we identified the shape and priorities of the work ahead.

Mapping Intercom Support Paths

I also mapped the full Intercom support paths to understand where the handoff between the app and support tooling was breaking down.

The language across the topic list and decision tree didn't match how customers described their problems — a lot of unnecessary agent contacts were happening because people couldn't find the right paths.

Our Focus

Customer Needs

Customer Needs

Find help quickly without leaving the app

Know that an issue report has actually been submitted

Resolve common problems — missing items, late orders, refunds — without contacting support

Understand what actions are available at each stage

(Future) Manage orders and issues proactively before needing to reach out

Problems

Problems

Help centre buried in account settings — not where customers looked

Category language reflected internal ops logic, not customer intent

Item reporting flow had an unclear submission model — customers didn't know when they'd actually filed a report

No in-app confirmation or status after submission

No duplicate prevention — same issues resubmitted multiple times

Intercom bot language and in-app experience were misaligned

Developing Ideas

Once we had processed the research findings and aligned on the problems to solve we could begin the process of solving.

Help Topics & FAQ Framework
Help Topics & FAQ Framework

Added a structured FAQ layer to the help home and a shallow decision tree (max two levels) off the order card — surfacing relevant content before routing to an agent.

Outcome: Customers arrived at Intercom with context already established, reducing repetitive bot questioning and unnecessary escalations.

Restructured Help Centre Homepage
Restructured Help Centre Homepage

Redesigned the homepage with a clear tree structure organising help into customer-centric categories. Rewrote labels to match how customers describe their problems, and added direct entry points—including quick access to previous support conversations.

Outcome: Fewer steps to reach relevant help. Returning to an ongoing conversation became seamless instead of buried

Status & Progress Visibility
Status & Progress Visibility

Explored changes to how order status, refund eligibility, and refund progress were communicated — in-app, via email, and push. Many contacts weren't driven by new problems, just customers not knowing where things stood.

Outcome: Timelier communication via in-app status states and support flow refinements that reduced uncertainty-driven contacts. The next phase — tying these in-app signals to coordinated email comms — became a cross-team initiative beyond the initial help centre scope.

Issues with Items Flow
Issues with Items Flow

Redesigned the item reporting flow to fix the unclear submission model, add in-app confirmation, and prevent duplicate reports. Built clearer progress states so customers always knew what had been submitted.

Outcome: Closed the main avenues for repeat submissions and removed the need for agents to unpick duplicates manually.

With some exploration done we had a clearer plan for the final work that we'd take forward into production…

Principles & Approach

Three principles shaped every decision:

Start where the customers where they are

Help should be surfaced contextually, not hidden behind navigation. If someone's order is late, they shouldn't have to search for support.

Shortest path to resolution

Every flow was optimised to reduce steps. If something can be self-served, the route to that outcome should be obvious and fast.

Language that matches intent

Category names, article titles, and CTA copy were rewritten to reflect how customers actually describe their problems, not internal ops terminology.

Results Snapshot

Helping Customers To Help Themselves

Results Snapshot

Helping Customers To Help Themselves

Help Centre Content

1
Click for more info
1
1
Click for more info
2
2
Click for more info
3
4
5
Help Centre Hub
Help Centre Hub

Changes to the first help touchpoint were designed around some key aims:

  • Match verbiage on the page to the content we show

  • Improve visibility of the all orders that a customer might require help with

  • Surface useful content that is either currently only in FAQs or can only be accessed via the Intercom flow

Access To Information
Access To Information

The help categories and any associated information was previously hidden in within the Intercom flow so the tree structure was able to present that to customers.

This aimed to help solve the issues of customers going down dead ends and looping in Intercom as they struggled to find the correct path for their specific issue.

And if the information at the final step wasn't enough then customers could tap the button to speak to an agent and we could apply tags to that message so agents could clearly see what topic the issue was related to.

Order number

Customer name

Question Lvl 1

Question Lvl 2

7 Cases To Consider
7 Cases To Consider

We considered seven distinct scenarios — not just the happy path — to ensure the flow handled edge cases robustly.

We considered seven distinct scenarios — not just the happy path — to ensure the flow handled edge cases robustly.

Issues With Items

Fixing Item Submission
Fixing Item Submission

We redesigned the Issues with Items flow to clarify the experience, reduce errors, and prevent duplicate submissions.

Key changes:

  • Unique wording for each step

  • Persistent issue tags

  • Quantity input for multiple instances

  • Specific CTA naming

Previously, customers could re-enter the flow and submit the same item multiple times—useful for edge cases (missing and damaged apple) but causing most duplicates. We now block resubmission of identical items. This trades a rare edge case frustration for clearer logic for the majority.

15 April 2023

Delivered

15 items

Frankfurter Tor 4

+9

items

Item report processed. Check your email

for details.

Item report submitted. We’ll send you an email within 24 hours.

Refund successfully processed! Check your email

for details.

Communicating Report Status
Communicating Report Status

Engagement with Flink emails was low, so refund status comms were missed. We added order status states across the app to flag action, communicate updates, and direct customers to email for detailed information.

Outcomes

~16% fewer support contacts

for help centre issues

Help content + redesigned issue flow deflected unnecessary escalations to chat

~18% reduction in repeat inquiries

about issues already submitted

Contextual help at point-of-report reduced follow-up confusion

↑ 2.7 points CSAT

for help centre users

From 72.3% to 75% — customers who accessed help rated it significantly higher

Measured over Q4 2024–Q2 2025 via Intercom analytics, in-app surveys, and support ticket data.