Contact Center Script Redesign

As the sole designer, I prototyped a visual studio for building, editing, and testing phone scripts in 8x8 Admin — so non-technical contact center admins could author logic without fighting a legacy tree view and brittle expression syntax. The work stayed at prototype when the partnering PM left and the effort paused.

Routing script canvas with a menu node and branches
Canvas studio — menu node and branching paths on a spatial board.

Problem & Hypothesis

Users

Primary users are contact center administrators who build and maintain phone / routing scripts (IVR-style logic) for how callers move through menus, queues, and transfers. Many are strong operators but not developers — yet the legacy tool treated them like expression editors.

What broke

The existing builder was a tree-view script editor paired with an unforgiving expression syntax. Marketing promos and policy changes meant hunting through many scripts by hand; one missed edit left agents giving outdated information. There was no clear visual map of the caller journey and no solid way to preview behavior before going live.

Signals

Pain came from 8x8’s research repository — past customer and user studies searchable by designers and PMs. Quotes and themes there matched what we already heard from CC admins: bottleneck on business agility, syntax fear, and zero confidence before publish. I also ran a competitive scan of how other products let admins author routing logic.

Hypothesis

If script logic is authored on a canvas with reusable nodes and a preview / test path, non-technical CC admins can create and update flows with less syntax risk and less duplicate editing than in the tree + expression editor.

This case study evaluates that bet at the design-prototype layer. There was no formal usability study before the project paused, and no production metrics are claimed.

“When the business needs to be agile and respond to a competitor or launch a promotion, I become the bottleneck. My ability to serve the business is limited not by my skills, but by the frustrating and inefficient tools I’m forced to use.”
— Contact center / IT admin (research repository; source org not listed)
Legacy Contact Center Scripts list page in Admin
Before: Scripts list in the legacy Contact Center admin experience.
Legacy tree-view phone script builder
Before: Tree-view script builder — hierarchy without a spatial journey map.

Role & Collaboration

A PM who oversaw the overall UC and CC admin experience saw an opening to overhaul the phone-script backend and tagged me to reimagine the UI and interaction for build, edit, and test. I was the only designer on the work.

Owned

End-to-end design prototype: information architecture of the studio, canvas interaction, reusable-component model, UI refresh (icons and chrome), and an early preview / test direction.

With

The UC/CC admin PM — review cycles, critique, and prioritization of where the legacy experience hurt most.

Stopped at

Design prototype. When the PM left, engineering effort did not continue. Preview stayed idea-level — directionally designed, not fully flushed out.

Proposed Solution

Methods

Synthesize repository research → competitive evaluation of script-authoring patterns → explore layout alternatives → prototype a canvas studio with a refreshed UI → iterate with the PM on what to sharpen next.

Decisions

Canvas + drag-and-drop nodes

Competitive work pointed to a spatial, node-based canvas as the clearest path for non-technical admins: compose logic visually instead of nesting a tree and fighting expression syntax.

Reusable components

Borrowed the mental model of design master components: edit a shared piece once and cascade changes everywhere it’s used — so promos and policy updates don’t require hunting every script instance by hand.

Preview as test

A walkthrough / preview path so admins can rehearse the caller experience before publish. Fidelity stayed early; the intent was confidence and risk reduction, not a finished simulator.

Canvas studio

The canvas carries the interaction bet: place and connect nodes, search the graph, duplicate or delete safely, and surface error states when a step is incomplete.

Dragging a node on the script canvas
Drag-and-drop node placement on the canvas.
Duplicating and deleting script nodes
Duplicate and delete without breaking the graph.
Searching for a node on the script canvas
Find nodes in a growing script.
Node error state on the script canvas
Error state when a node is incomplete or misconfigured.
Prototype walkthrough of the visual script studio.

Challenges Faced

Vertical layout, then cut

Early explorations used a top-down vertical flow — clearer than the tree, but still too linear for real IVR branching. I cut that direction and moved to a freeform canvas so menus could fan out without forcing a single column.

Preview under-flushed

The test / preview path was part of the hypothesis but didn’t get the same depth as the canvas before the project paused. Shipping confidence would have needed another design pass with eng.

No UT before pause

I didn’t have time to run formal usability sessions. Validation stayed on repository research, competitive rationale, and PM critique. When the PM left, there was no path to test with customers or hand off to engineering.

Explored vertical top-down phone script layout that was not pursued
Explored but not used: vertical top-down script layout — clearer than tree, too linear for branching.

Solution Impact

At the design layer, the prototype answers the hypothesis: spatial authoring instead of nested trees, reusable components instead of copy-paste maintenance, and a preview path aimed at safer publish. The UI refresh (icons and chrome) made the studio feel like modern Admin Workspace rather than a legacy CC tool bolted on.

What it did not do: prove production time savings or ship behind a backend rewrite. Impact here is the clarity of the bet and the interaction model — not a live KPI.

User & Business Impact

Intended operational value

For CC admins: faster, less error-prone updates when the business changes promos or policy; less dependence on a few syntax specialists; a path to rehearse flows before callers hit them. For the business: admins stop being the bottleneck when speed matters.

Evidence I can defend

Repository-backed pain and the admin quote above; competitive patterns that support canvas authoring; PM alignment through review loops.