This recipe outlines how to place an assistant alongside forms and key pages to reduce friction and abandonment.
Important flows like applications, claims, and sign-ups often fail because people do not fully understand what is being asked. Legal text, unfamiliar fields, and multi-step forms create friction. A contextual assistant on the page can answer questions in place and support completion.
Use an AI Skill tied to specific URLs or UI states. The skill does not need many variables; typically current_journey_step, user_role, and question_type are enough. It infers current_journey_step from the page or route and only asks the user clarifying questions when their request is ambiguous, storing those in a variable like clarification.
To keep answers grounded, associate content with flat Topics such as Forms-help, Field-definitions, Journey-explanations, and Error-messages. Instruct the skill to respond using only these Topics, so it relies on your own form help and policy explanations instead of guessing.
As visitors interact, the skill can detect patterns like repeated confusion on a specific step. When it sees high volumes of similar questions around a field or page, it can create internal tasks for product or CX teams with a summary of the issue and examples of questions. A periodic notification to a “journey-friction” channel can highlight the top problematic steps across flows.
You can also surface in-app notifications during the journey based on current_journey_step and simple segmentation. For example, users who stall near a certain screen can see a non-intrusive tip or link to a short explainer. This combines reactive chat support with proactive, segmented nudges.
Conclusion
Conversational landing page and journey optimization adds a lightweight layer of guidance where users struggle most. With a simple AI Skill, flat Topics for help content, and internal tasks and notifications for friction hotspots, you reduce drop-off and create a feedback loop between real questions and journey design.
