UX Research Case Studies in Tech, Gaming, Financial Services

From Research to Reservation: AI-Enhanced Travel Planning Drives Customer Loyalty

Written by AnswerLab Research | Jan 16, 2025 6:00:00 PM

A financial services client asked us:

What are our customers' foundational needs and drivers, and what segments of customers should we prioritize for future growth?

AI-powered travel assistants can transform hours of hotel research into minutes of natural conversation - letting travelers quickly find accommodations that match their unique preferences and needs. This capability can significantly boost booking ease and confidence by helping travelers find the right accommodations on their first try.

AI products can deliver deeply personalized travel planning and recommendations, enhancing customer satisfaction and building lasting platform loyalty.

Our client was in the process of debuting a conversational AI tool to improve travel booking experiences and wanted to conduct user experience research to inform the user interface (UI) and overall conversational design. We knew research could help them understand how users would interact with an AI-guided booking experience and ensure it effectively captured their travel preferences.

We answered:

Our team of AI user experience researchers conducted remote sessions with participants who had a range of experience levels with AI chatbots and had recently engaged in travel planning online.

Our research team set out to uncover: 

  • How do users naturally express their travel preferences to an AI chatbot?
  • What level of detail should the AI gather before making recommendations?
  • When does conversation depth create value vs. fatigue?

First, participants reviewed low-fidelity prototypes to evaluate different approaches to AI prompting and initial chat engagement. They then participated in a simulated chat experience where researchers used Wizard of Oz techniques to understand how users naturally approached travel planning and reacted to a guided process to collect user preferences.  

Throughout the study, we evaluated the following:

  • Conversation naturalness and flow
  • Preference collection effectiveness
  • Feature discovery and usage
  • Response relevance and value
  • Trust-building moments
  • Points of confusion or friction
  • Overall booking confidence

Learn more about usability challenges and opportunities for accessibility needs with customer service chatbots. 

Outcome:

This research not only helped validate and refine the AI assistant's approach, but provided clear direction on conversation design and ways to maintain engagement and foster confidence throughout the booking process

This impactful work also helped our client establish patterns for effective AI-guided travel planning that puts user needs first while delivering business value.

Some of our recommendations included:

  • Strategic preference gathering that builds on previous responses
  • Natural integration of benefits and upgrades
  • Progressive disclosure of amenities based on user interests
  • And more

AI assistants can transform travel planning from an overwhelming research task into a guided conversation. The key is maintaining the delicate balance between gathering comprehensive preferences and keeping users engaged throughout their booking journey.

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