Conversations

Using constraints to design engaging characters and conversational experiences

Mark Ammendolia
|
November 25, 2020

"Constraints are the design" - Kathryn Zdan

Building immersive, interactive voice experiences is second-nature to Kathryn Zdan. Having worked as a conversation designer at an interactive production studio (Xandra), a voice tech company (Pullstring), and now at Google, she's an expert at strategizing and designing for complex voice projects. On top of this, Kathryn has spent over a decade working as a performing artist and developer of new plays, where she has credited her work as an actor to her acute understanding of many principles of conversation design such as narrative structure, collaboration, and empathetic intelligence.

Kathryn recently joined Voiceflow's CXD webinar series, where she walked us through her way of turning constraints into designs and how character development and story creation play a critical role in conversation design.

More on Kathryn

Kathryn Zdan is a Conversation Designer with over a decade of experience in interactive narratives, playwriting, and production. She has created interactive experiences for many brands such as Ubisoft, Hasbro, and Netflix that have been recognized industry-wide with awards for their innovation, entertaining content, and artful execution.
(Source: Linkedin)

Website: kathrynzdan.com

Full Recording Below:

Turning Constraints into Character Development and Design with Kathryn Zdan

What you'll learn by reading this:

  • Constraints as design process explained
  • Constraints as design process case study: The Division
  • Key takeaways

What is constraints as design process?

Kathryn: Let me tell you what I mean by constraints. When I say constraints, I mean conditions that need to be met and problems you need to solve for your project to be successful.

When I'm making something with constraints as design process, I identify my constraints, and then I turn those constraints into questions. Then I take the answers to those questions and use them as a framework for creating the experience and characters.

This is a process that I bring to every project because there are constraints that come with each of them. For example:

  • Audio medium
  • User cognitive overload
  • The complexity of voice prompts
  • And many others


But these constraints - and the solutions for them - are what makeup best practices for voice experiences. These are what I call table stakes.

2. Constraints as design process case-study:
The Division Network

Kathryn: Let's first talk about the Division Network. This was a skill I helped create in collaboration with Ubisoft, which has a multi-million dollar game property called Tom Clancy's The Division.

In anticipation of the sequel Tom Clancy's The Division 2, the main asks for the skill were:

  1. To bridge the narrative gap between the two games so that the user could catch up with the storyline. This was needed because seven months of story had elapsed between the end of the first game and the sequel
  2. They wanted the skill to be a call to action for users to get excited about the game so they would pre-order a copy


So what Ubisoft brought to me at the beginning was a rough concept - a piece of IP with rabid fans already attached. Luckily, this giant piece of IP was consolidated into big story bibles as we only had six weeks to build this high quality, very visible property.

Breaking down the constraints

So how did I take this and begin designing something?

The first thing I had to do was get my post-its and break down [this experience] into bite-sized pieces that I could deal with. I had a lot of different post-it maps for this design, but let's start with the section called problems — which is another word for constraints. The constraints for this experience that I identified included, but were not limited to:

  1. This experience must happen on an Alexa.
  2. This experience must be interactive.
  3. Large amounts of exposition are needed.
  4. The property in the world is extremely well-established.
  5. This is a militaristic third person shooter game.
  6. This needs to get players hyped for the launch of The Division 2.
  7. Stakeholders want a total of three sessions - each around 5-10 minutes long.
  8. Stakeholders want an experience that appeals to new customers.


Now let's take these constraints and apply them to constraints as a design process within the experience.

Example #1

Constraint: This experience must happen on an Alexa.
Question: Why is this happening on an Alexa?

Answer: For me, in this process, the answer to the question was that the 'Shade Network' - which is the in-game AI network - has been comprised by double agents. So our hero has hacked into the Alexa environment.

That was the answer I came up with. The question of 'why is this experience happening on an Alexa,' isn't just a given, [and so] I used that constraint and baked it into the structure of the experience.

Let's look at another example.

Example #2

Constraint: This experience must be interactive.
Question: Why is this interactive?

Answer: The answer I came up with is that this classified material requires authorization and passwords. So again, the interaction isn't because it's cool or because it's a voice experience, but rather I designed an experience that necessitated interaction by its very nature.

Some of the constraints we talked about earlier can be seen on the left in the image below. On the right of the image are the different design choices I came up with for this experience.

Source: Kathryn Zdan

Some constraints/answers include:

  • The agent is telling us all of his exposition because he needs our help to save the country from tyranny.
  • We've got this well-established world and property, and so I'm going to need to do deep research into the story bible to create this new story. In order to do that, I'm going to incorporate in-game characters and talent.
  • This story needs to be broken down into multiple episodes as opposed to one podcast. Maybe the agent's actions are secretive and furtive, and she can only communicate as much as she's uncovered herself.
  • There's so much information that needs to fit into around 20 minutes of content. That tells me that the writing needs to be dense and to the point.

Now let's take some of these answers and principles and see how they manifested in the final design.

Enable and try out the Division Network skill here.
Source: Ubisoft, Kathryn Zdan


Starting from when you open the app for the first time, the audio you hear is really encapsulates the experience design for this project. In the first 12 seconds, we acknowledge the platform in a creative and cheeky way. We establish the tone of the experience, which is this hacky, technological, and militaristic world that we're in. We also introduced the character Issac, who is an in-game character and male voice-over talent you hear.

And so, within the first seconds of opening this experience, I provide in-game content to hook established fans of the property and require user interaction when the character Issac says, "agent, state your name." After that happens, Issac then says, "voice scan match — identity confirmed," so we understand we've entered this classified world.

In the context of constraints as design process, we took a constraint, turned it into a question, answered that question, and used that answer to create the experience design.

Character Design

Now let's apply that same process to character design. First, let's look at some of those constraints from earlier.

Constraints: 

  • Stakeholders want an experience that appeals to new customers.
  • Large amounts of exposition are needed.
  • This is a militaristic 3rd person shooter game.
  • This person hacked into an Alexa (a constraint I created in my experience design).


How do these constraints help me design the character that ends up being the hero of our story?Let's take the first constraint.

ConstraintStakeholders want an experience that appeals to new customers.

The questions that I produced from that constraint were:

  1. Who is Ubisoft hoping to reach?
  2. What are the values of Ubisoft, and how can I reflect that in the character to answer this question?


To answer this question, I conducted stakeholder interviews with people across all kinds of departments - from people in San Francisco to New York to Sweden. And what's really impressive is that the answers were very in line with one another. They wanted this skill to feel aspirational, badass, and they wanted it to be more inclusive and to attract new customers.

Let's continue to look at more character design answers that arose from constraints:

  • This person hacked into an Alexa.


How did they do that? Clearly, that tells me that this person was a securities engineer in their civilian life.  

  • This is a militaristic third-person shooter game


How can I design something that I'm excited about given this world? And so I decided on a black woman who is badass and finds herself at the heart of this military conspiracy.

  • This person gives us huge amounts of exposition


Why do they do that? Because she (our hero) needs the users to help her save the country from tyranny. Why does she go through all that trouble? She's deeply patriotic and holds duty above all else.

Again, we used this process of constraint - where we turn that constraint into a question and answer that question to arrive at character design. With this experience, we were really happy that this process was so quick. Six weeks is no time to create 20 minutes of content, but we were really happy with the results and received some amazing reviews.

One user said, "...while I can't tell if this is just great marketing or truly integrated into where I'm at in the game so far, it suggests that with integration like this, gaming will start to be taken to a new level of immersion. Well done!"

The above quote - as a designer - tells me that i did a good job going into the story bible and creating an experience that was canon - or material accepted as officially part of the story. It also shows us whether or not we reached our goals. These are people talking about how they're so excited for the game to drop. They feel so immersed. Some are even talking about taking time-off to play the game.

So this is to say that this process of breaking things down and using constraints to build your design choices really works. If you're looking at the goals you have for an experience, this [process] will help you reach them.

Key Takeaways

  1. The constraints will tell you the experience you need to build.
  2. The constraints will tell you the characters you need to build.
  3. The best approach isn't necessarily the newest or most complex. "New" and "complex" are their own constraints and don't necessarily serve the user's needs.


For example, in the image above, figure #1 is very complex. But is it good? I'm sure it's good for someone, but I don't know if I want to meet the person for whom it is good. Maybe what your user needs is figure #3. Or maybe it's more like figure #4. Or perhaps all they need is figure #2 — or a camel to get across the desert.

All of this is to say the following: use constraints, the needs of the project, and the needs of the users to illuminate the path you need to guide them on.

Additional Resources

These are things that have really shaped the way I think about design and in turn the type of designer I am.

  • Acumen + IDEO online course, Introduction to Human-Centered Design
  • Design is a Job by Mike Montiero
  • Just Enough Research by Erika Hall