UX Research · AI / Conversational · AR Interactions

What the walkie-talkie already does right

How I evaluated conversational and AR-based learning features for Walmart store associates, and turned 25 on-floor usability problems into 53 recommendations for what Me@Walmart (now MyWalmart)'s ITFOW initiative should become.

My Role
UX Designer, Research Collaborator
Touchpoints
Me@Walmart Mobile App
Team
UX research, UX design, PM, Engineering, Associate Learning & Leadership, Store Ops
Timeline
Oct 2022 – Nov 2022
Store associate using Me@Walmart in a Walmart aisle iTFOW chatbot mockup screens

Learning in a Walmart store is hard by design

Store associates at Walmart face a unique challenge: they need to access knowledge (how to handle a customer request, complete a task, find a coworker) in an environment that is inherently hostile to slow, screen-heavy interactions. Loud floors, busy hands, frequent customer interruptions, and outdoor work areas conspire against any digital tool that demands more than a few seconds of attention.

The In The Flow of Work (ITFOW) initiative, developed by the Associate Learning & Leadership team, proposed a direct answer: learning must have proximity to the task. Instead of sending associates away from the floor to complete training, ITFOW brings the right content (tutorials, guided help, connected coworkers) directly into the moment of need via Me@Walmart's Ask Sam and task features.

Before any of this could ship at scale, the team needed to know: Do these features actually work for associates on the floor? This is what the research set out to answer.

Four store environment conditions: noisy floor, busy hands, customer interruptions, outdoor distractions
Currently

Store Associates have little time to monitor their mobile phone during the day

How to adapt to this environment and encourage Store Associates to use the features on Me@Walmart without loss of work productivity?

Keep in mind when designing
  • Less steps to complete tasks (even less than three clicks)
  • Time sensitive
  • Talk rather than text
  • Notify everything important

1-on-1, scenario-based, on-device

We ran five 60-minute moderated testing sessions with non-manager store associates representing a range of tenure, roles, and technology comfort levels. Each participant worked through five scenarios on an actual Me@Walmart build (the same app they use on shift), so behavioral patterns, hesitations, and workarounds reflected real conditions rather than hypothetical preferences.

5
store associates, non-managers
60 min
per moderated session
5
scenarios tested
6.4 / 7
average CSAT across all scenarios
Participant Tenure Position Store Knowledge Tech Fluency
P015 yearsAssociate
P0221 yearsAssociate
P039 monthsAssociate
P042 yearsTeam Lead
P053 yearsTeam Lead

Satisfied, but asking for less friction

Store Associates are satisfied (6.4/7) with the new learning features on Me@Walmart. They believe these features can make their work easier by enabling them to quickly find useful content (tutorials) and ask for help from coworkers.

However, they are asking for a more streamlined experience with fewer steps to navigate, driven by their on-field work environment. The current interface designs and user flows are not intuitive enough, which reduces the functionality of the learning features.

Research identifies 25 problems in five scenarios and provides 53 recommendations to move forward.

Research artifact showing scenario flow diagrams across all five tested scenarios

Six themes across 25 problems

Findings clustered into six recurring themes that cut across all five scenarios.

Feature Discoverability
Unaware of new features
Want feature announcements
Need onboarding tutorials
Task & Learning Content
Tasks need reordering: My → Team → Store
Prefer combined video + text
Need tutorial surfaced earlier
Tutorial labels unclear
Scan & Geofencing
Slow, unfocused scan results
Scan icon unclear
Scan should be on every page
Geofence CTA should be "Need Help"
Help Request Workflow
Need scheduling + skill matching
Want request auto-expiration
Too many steps to request/accept help
Need lock-screen interaction
Environment Constraints
Need louder notifications
Noisy store & interruptions
Hands busy, minimal taps needed
Navigation & Team Visibility
Skill filters mismatch real knowledge
Reorder My Team by dept + availability
Expose navigate/message/call upfront

Four problems affecting every feature

Before diving into the five scenarios, the research surfaced four systemic issues that touched every part of the experience. These aren't feature bugs; they're environmental and behavioral realities that any design must account for.

Old Habits Die Hard5/5

All 5 participants reached for their walkie talkies or Work Chat before considering Me@Walmart. For associates who have worked the floor for years, the radio is instant, familiar, and requires no screen.

"When meeting issues, I always get on radio to ask to see what people know around them." P5, 3 years tenure
"I always reach out to my supervisor directly without confirming availability." P3, 9 months tenure
Recommendation
Research use cases where Me@Walmart offers clear advantages over radio or Work Chat before redesigning the request flow
Notifications Don't Break Through5/5

All 5 participants said push notifications would increase their Me@Walmart usage, but only if the alerts are loud enough to be heard over a busy store floor. The current implementation fails both requirements: notifications exist, but they're easily missed.

"We don't hear it until much later, so we don't know what's going on." P5
"We need a loud notification because sometimes people will lock the screen and don't see the pop-up." P1
Recommendation
Push loud, alert-style notifications for time-sensitive events, not quiet badge updates
New Features Are Invisible5/5

All 5 participants failed to notice new features without prompting, including filter options (4/5), the scan feature (2/3), and "I need someone's help" in Ask Sam (2/5). On a busy floor, subtle UI additions simply don't register.

"People ask me how to use Me@Walmart and other apps and what the new features are." P3
"We need notifications when there are new features and the tutorials of new features." P1
Recommendation
Step-by-step onboarding video + in-store face-to-face training at every feature launch
Many Associates Don't Use the Store Phone2/5

3 out of 5 participants noted that colleagues frequently lack access to a working, fully set-up store phone, meaning any feature on Me@Walmart is blocked before it starts for a meaningful share of the workforce.

"A lot of people in the store don't have phone." P3
"Not everyone has a device to do that, they do on regular phone than store phone." P1
Recommendation
Pre-configure store phones with all apps and single-login access before handing to associates

Five scenarios, measured satisfaction, actionable gaps

Each scenario simulated a real on-floor situation associates encounter. CSAT was measured on a 1–7 scale after each scenario. High scores don't mean the design is finished; they mean participants can see the value, even when the current execution creates friction.

Scenario 16.5 / 7

Ask for help from a specific person

Navigate My Team to find a coworker by skill or department and connect with them.

Scenario 26.5 / 7

Ask help for a specific task

Find a task, access tutorials, search Ask Sam for guidance, and submit a help request.

Scenario 35.9 / 7

Someone requests your help

Receive and respond to a help request from another associate (the helper experience).

Scenario 46.7 / 7

Item scan to content

Scan a product barcode to surface relevant tutorials and item information in Ask Sam.

Scenario 56.5 / 7

Geofencing to an area

Receive a location-triggered prompt when entering a specific department and use it to get contextual help.

Scenario 1: Ask for help from specific person
Name ordering on My Team makes finding people hard5/5

All 5 participants found the alphabetical name ordering on My Team too slow to navigate. They need to find someone by department first, then by availability, not by last name.

Recommendation
Reorder: Dept. alphabetically → availability within dept. → name. Team leads and managers always on top.
Navigate, Message, and Call are buried inside "Connect"4/5

3 of 5 participants preferred to navigate directly to a coworker rather than message or call. But the navigation option is hidden two taps deep. 2 participants wanted all three actions visible from the list view.

"Navigate is pretty cool, wants to see current location/dept/aisle before navigation." P5
Recommendation
Surface Navigate (or all three actions) directly from the My Team list, eliminating the Connect tap
Skill filters aren't tied to anything meaningful4/5

4 of 5 participants wanted skills that matched their roles and were grounded in real training data, ideally linked to uLearn/Academy badges. Generic skill tags felt arbitrary.

Recommendation
Sync skill tags with the uLearn/Academy badging system; add years of tenure as a filter option
Scenario 2: Ask help for specific task (Tasks + Ask Sam)
Task Overview page doesn't show the associate's own tasks5/5

All 5 participants wanted to see their own tasks first when they tap "Task", but the Task Overview page showed team and store tasks, requiring them to scroll to find themselves.

Recommendation
Reorder: My Tasks → Team Tasks → Store Tasks; sort alphabetically within each group
"Watch Tutorial" and "Step-By-Step" buttons are ambiguous5/5

All 5 participants had to guess what each button did. The labels don't communicate the format difference (video vs. text). 2 of 5 also reported the tutorial buttons were hard to find if the task description was long.

Recommendation
Relabel to distinguish format explicitly; move tutorial button next to task name, above the fold
Associates want video and text together4/5

All 5 preferred video tutorials, but 4 of 5 wanted synchronized text. The current design separates them into two separate buttons, making associates choose instead of combining formats.

"I love video tutorials, but the text is also necessary. Maybe put them together is the best." P1
"Prefer video or imagery (tutorials). Ideally both together; follow along with text while watching the video." P4
Recommendation
Combine into one player: subtitles, chapter markers, and a transcript that lets users jump to specific points
Ask Sam's "Popular Searches" box isn't useful4/5

4 of 5 participants expected searches relevant to their role or department, not store-wide or platform-wide popular queries. 2 participants didn't understand how popular searches were calculated at all.

Recommendation
Move role/task-relevant searches to the top; add dept-relevant searches; surface automatically on open
Associates use Ask Sam for customers, not themselves4/5

4 of 5 participants reported that Ask Sam is one of their most-used features, but nearly all of that usage is to help customers find items and check prices, not to access learning or task content for their own use.

"I usually use the information from Ask Sam for customers, not for myself." P1
Recommendation
Add store map as a quick-access tag in Ask Sam and on the homepage to bridge the customer-help use case
Scenarios 2 & 3: Help Request Experience (Requester + Helper)

Participants raised nearly identical concerns from both sides of the help request flow: as the person asking and as the person responding. The lowest satisfaction score (5.9/7 for the helper experience) reflects how broken this two-way connection currently is.

Requester: limited entry points to submit a request4/5

4 of 5 participants found it unintuitive that help requests could only be submitted from within Ask Sam. The flow isn't accessible from the homepage, task detail page, or lock screen.

Recommendation
Add "Request Help" to the homepage, task detail page, Inbox, and lock screen
Helper: too many steps to connect after accepting4/5

4 of 5 participants (as helpers) found the flow from "Accept" to actually connecting with the requester required too many navigations. They expected to be routed immediately to a connection option.

Recommendation
Allow immediate connection from the lock screen "Accept" tap and from the homepage help request box
Requests have no urgency or time awareness3/5

3 of 5 participants expected time-sensitive requests to expire or escalate automatically. Old requests staying in the queue with no context about urgency felt misleading and unreliable.

Recommendation
Auto-cancel requests after 30 minutes with no acceptance; show a countdown timer on the helper notification
Scenario 4: Item Scan to Content
Scan is frequently used but hard to reach3/4

Scanning is one of the most-used features for customer-assist tasks, but it lives only inside Ask Sam. 3 of 4 participants wanted the scan icon on every page. 2 participants thought the current icon looked more like a camera than a scanner.

Recommendation
Add a persistent scan icon to the top of every page using the same icon as Ask Sam
The scanner is slow and unfocused2/4

2 of 4 participants reported failed scan experiences: slow loading, difficulty isolating a single item, and returning too many results that required manual deletion.

"Gives too much information, so I need to delete 36 out of 37 items." P3
Recommendation
Center-lock the scan target to the closest item; prioritize speed over scan breadth
Scenario 5: Geofencing to an Area
"More Help" routes to search, not to a help request2/4

2 of 4 participants expected tapping "More Help" on a geofence prompt to let them call for assistance or submit a help request. Instead it opened Ask Sam's search, which felt irrelevant when they already knew they needed a person, not information.

Recommendation
Rename to "Need Help" and route to the help request submission flow, not keyword search

25 problems, 53 recommendations, ranked for action

Every problem identified in the study was logged and prioritized by the team. The majority landed as High priority, reflecting that the current implementation actively reduces functionality rather than simply being unoptimized. A handful required further research before redesign could begin.

Problem Scenario Priority
Name ordering on My TeamScenario 1High
Navigate / Message / Call visibilityScenario 1High
Task Overview page orderingScenario 2High
Ambiguous tutorial button labelsScenario 2High
Video + text tutorial separationScenario 2High
Ask Sam popular searches irrelevantScenario 2High
Too many steps to connect as helperScenario 3High
Scan icon accessibilityScenario 4High
Lack of notificationsGeneralHigh
New feature unawarenessGeneralHigh
Skillset filter relevanceScenario 1Need Research
Old habits: Help Request vs. radioGeneralNeed Research
Unawareness of new featuresGeneralMid
Don't use store phoneGeneralMid

Three research directions to move forward

Direction 01

Use Cases of Help Request on Me@Walmart

Walkie talkies and Work Chat dominate, but this study couldn't fully explain why. Before redesigning the help request flow, the team needs to understand what Me@Walmart can offer that radio can't: richer context, skill matching, scheduling. That answer should shape the design, not the other way around.

Expected outcome: Future Help Request Experience
Direction 02

A/B Testing for Uncertain Design Decisions

Several questions from this study had no clear winner: auto-surfacing recommended searches vs. waiting for a tap, for instance. A/B testing via UserZoom Survey can gather fast, quantitative signal from a much larger associate pool and close those open decisions before the next build.

Expected outcome: Recommendations for Designs
Direction 03

Iterative Testing for New Designs

Moderated testing on every design iteration, not just at POC stage. This study's findings are a snapshot. The real value is building a research rhythm that travels with the product, so new designs are tested before they ship rather than validated after.

Expected outcome: Recommendations for Designs

Ask Sam grew up. It's now Sidekick.

2022 2026

The POC we evaluated in 2022 asked a simple question: can learning happen at the moment of need, without pulling associates off the floor? The research identified the foundations (conversational input, task proximity, speak-search-scan as a unified interaction model) and surfaced the friction that had to be resolved first.

Four years later, Ask Sam has become Sidekick: a full AI-powered assistant built into MyWalmart. It doesn't just find items anymore. It answers process questions, explains tasks, and supports associates through their day-to-day work, exactly the vision the ITFOW research was built to validate.

The walkie-talkie is still on the belt. But now there's something on the phone that earns its place next to it.

Sidekick Assistant in MyWalmart — home state with Speak, Search, and Scan actions
Sidekick Assistant responding with a Betterway Guide about how to use the AI feature

What this research taught us about designing for the floor

  • High satisfaction scores don't mean the design is working. A 6.4/7 overall CSAT is strong, but it measures perceived value, not usability. Associates understood what ITFOW was trying to do and appreciated the direction. The friction came from execution gaps: the distance between what the feature promised and how it actually felt to use. Those are fixable.

  • The environment is the primary constraint. Every design problem we found ultimately traced back to a store floor reality: noise, motion, interruptions, busy hands. Features designed at a desk fail on the floor. On that floor, three clicks is the upper limit, not a guideline.

  • Behavior change requires more than good UI. A better UI alone won't displace the walkie talkie. New tools earn habitual use through notification design, onboarding strategy, and in-store training. The research surfaced this clearly, and the recommendations reflect it.

UX Research Moderated Usability Testing AI / Conversational UX AR Interactions Associate Experience Me@Walmart
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