Smartlook
TurboTax Live lets customers video call professionals for tax
help. Marketing showed polished, well-lit experts against branded
backdrops but the actual experience was different.
Experts were often out of frame, poorly lit, or not using the backdrop
at all. Customers quickly noticed the gap between what was advertised
and what they got.
A well-framed, properly lit expert signals professionalism. When
customers connect for tax help, that first impression sets the tone for
the rest of the experience.
Intuit sent physical backdrops to every expert. They cost over $1M a
year, took up 52" of space, and were a logistical headache to ship. Many
experts didn't use them anyway.
Together, they could replace the physical backdrop entirely, saving
costs while giving customers a more consistent experience.
There were two scenarios. When experts log on for the day, the system
checks their framing, lighting, and depth before they take any calls.
During a live call, it gives subtle nudges or turns the camera off if
needed.
After demoing to leadership, a team spun up to take it forward. I helped
with the handoff and it eventually shipped to production.
There were still many open questions around expert fatigue and how
strict the AI should be. There's a fine line between
improving the experience and Big Brother is watching.