From Confusion to Confidence
Setting the Right Expectations in AI Therapy Onboarding
The Problem
When users signed up for the AI therapy program, they didn’t know what to expect.
They weren’t sure how to interact with the AI therapist, felt emotionally unsupported, and got frustrated quickly. Many of them dropped off right after their first interaction.
At the same time, internally, things weren’t easy either:
The company was shifting from a waterfall culture to agile
Product, design, and clinical science teams weren’t aligned
There was confusion, tension, and different ways of working
My Approach
Having led through similar transitions before, I knew the problem wasn’t just about UX—it was about trust, understanding, and communication across the teams.
1. Start with Listening
I booked friendly one-on-one chats with key stakeholders.
I wanted to know:What are their goals?
What do they worry about?
How do they see UX and product supporting them?
2. Build Shared Understanding
I used visual storytelling and examples from my previous work to introduce:
Agile thinking
UX research workflows
Concepts like the Double Diamond, design sprints, and collaborative workshops
This wasn't a formal presentation—it was a conversation.
3. Run an Alignment Workshop
Once we had shared language, I facilitated a kick-off workshop:
Used an Agile Research Canvas to gather evidence, hypotheses, goals, and questions
Co-created success measures and timelines
Introduced Assumption Smash and an Impact/Effort Matrix to align on the most urgent problems
Problem Statement (Co-Created)
Users are dropping off early in the AI therapy program because their expectations of how it works are misaligned with reality.
During onboarding, they don’t get enough context. As a result, they feel confused, unsupported, and disengage quickly.
Solution: A Clearer, Kinder Onboarding Journey
Instead of trying to “fix everything,” we focused on expectation setting:
Clear, honest guidance
Reassuring tone of voice
Light touch interactions that help users understand how to talk to the AI
I ran 3 rounds of usability testing and after each, I:
Shared insights visually and clearly
Referred back to our original workshop canvas to show how each insight tied back to our goals and KPIs
Business Objectives
Increase user retention during week 1
Reduce support tickets related to confusion
Define success for onboarding and improve completion rates
KPIs
% of users who reported “not understanding” the AI
Drop-off rate after the first interaction
% of users who completed onboarding
Time spent on onboarding (without early exits)
Results
NPS increased
Onboarding completion time was 3× faster
fewer support tickets related to confusion