The builder give users a lot of flexibility and control so they can leverage the platform in the way they want it, but it is also a two edged sword, if users are not tech savvy or don’t exactly know what they want/need, it can be overwhelming for them to identify their best path towards a good quiz.

That problem gets exacerbated because Octane AI doesn’t have a wizard or quick setup that could kick-start their journey into quiz building, which was among one of the top complaints the Customer Success team was receiving at the time.

The interviews were divided into 3 categories:

After the interviews (with a sample size of 6 users), we’ve synthesized the results into key driving insights:

With that, we’ve framed our problem into the statement:

We’ve considered a number of different paths and ideas, like a wizard walkthrough, dynamic building, AI-assisted building, templates, and many others. Although many of these ideas were equally helpful and powerful, we’ve decided on Templates for its cost benefit and scalability, as it would be one of the least costly features to implement but that would also leverage our significant database of successful quizzes that could be turned into templates for all users to benefit from.

Plus, it’s a standard feature in the industry, and we were lacking it, as exemplified by a quick research on competitor’s templates feature.

The concept was clear: Give users a a simple and straightforward way to create their quizzes based on their need.

An overview of the full vision of the feature’s lifecycle.

Octane AI’s platform is based on Shopify’s Polaris Design System, so that gave us the benefit of building an experience that was home-like for Shopify users, as they can quickly progress through their task of creating new quizzes from templates in an intuitive and familiar way.

You can watch the launched product feature demo to see the general user flow, and how the variety of templates offer limitless possibilities for users.

Although this project was considered relatively low impact on development resources, it was a huge undertaking for the product team as it was not only a highly anticipated feature for users and team members alike, but also the opportunities that could come from it.

Quiz Templates can be expanded in the future to be link-shareable, quiz authors can create intricate, beautiful and highly performing quizzes that can be later integrated in a template library, all the while users would have a much easier experience while achieving success with Octane AI.