top of page

Skype Integration

Smartsheet

Initiate and view Skype conversations in-context, inline with relevant data

CUSTOMER OUTCOMES:

Easily initiate and view Skype conversations from Smartsheet,  directly the row that contains data that is being discussed

  • Indicate  contact's Skype availibiliy

  • Initiate a Skype call from the right-click menu  

  • Show conversation history in context

FUNCTIONALITY:

What is a Skype Integration?

Skype Integration enables customers to initiate Skype conversations directly from Smartsheet, linking each conversation to its corresponding row. It provides access to the relevant information during the conversation, and keeps a record of the discussion in-context. It also makes it easier to initiate conversations by eliminating the friction of switching between apps.
I was the only designer on the project, responsible for research, UX, UI and usability testing. Project was completed in 3 months

My Role

Collaborated with the PM to define functionality and requirements

Designed the User Experience and refined it via multiple iterations

Worked with developers to ensure a pixel-perfect implementation

BASIC FUNCTIONALITY

Rectangle 2.png
image 4 (2).png
image 4 (2).png

1. Skype Container

Skype App container appears on top of the spreadsheet and provides access to all the Skype functionality directly in the Smartsheet app 

Rectangle 2.png
image 1 (7).png
image 1 (7).png

2. Availability Indicator

Contact column show Skype availability status for each person. To avoid information overload, status is only shown when user hovers on a row or on a column.

Rectangle 2.png
image 1 (7).png
image 1 (7).png
image 1 (7).png

3. Initiating a conversation

Skype conversations can be started from the cell drop-down menu or form a row menu

ADDITIONAL COMPONENTS

Rectangle 2.png
image 3 (3).png

4. Person Info Card

This is an optional feature that enables orgs to do more to infuse their voice into the video collections they create by uploading a custom image to each page to set the tone or emphasize the theme of the page

Rectangle 2.png
image 2 (3).png
image 2 (3).png

5. In-App Notification

Customers are invited to chat via in-app notifications that allow them join a Skype call from anywhere in the app

INSTALLATION & SET-UP

Rectangle 2.png
image 6 (4).png

6. Sign in pop-up

When the functionality is first made available, customers are notified via a pop-up that invites  them activate the integration by signing in to Skype

Rectangle 2.png
image 6 (4).png

7. Onboarding

Pop-ups provide an overview of new functionality and components, guiding customers towards making their first call

Rectangle 2.png
image 2 (3).png
image 5 (5).png
image 5 (5).png

8. Admin Options

Smartsheet administrators can turn the integration on or off for their org, and modify chat provider settings

REDLINES & EDGE CASES

Rectangle 2.png
image 4 (2).png
image 4 (2).png
image 5 (5).png
image 4 (2).png
image 22 (1).png
image 22 (1).png
image 22 (1).png
image 2 (3).png
image 24 (1).png

Patterns and Ambiguity

One of the main challenges of this project was tracking down a multitude of edge cases, and documenting all the patterns and layouts that were needed to accommodate them

To ensure that all edge cases were accounted for, I conducted an app audit and worked with the developer verify the results.

© 2024 Alla Taborisskaya

bottom of page