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Insights Unlocked

AI meets human insight: UX research at Consumer Reports

Mon, 10 Feb 2025

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Episode web page: https://bit.ly/3EGU4ZD ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked, please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked, host Brent Leary sits down with Melissa Garber, Senior User Experience Researcher at Consumer Reports, to explore the evolving role of AI in UX research and how it’s shaping consumer interactions. From developing an in-house conversational AI agent to tackling data privacy concerns, Melissa shares insights on how research can proactively shape AI tools rather than just react to them. She also dives into the challenges of AI adoption, maintaining brand trust, and how understanding consumer journeys is more complex than ever. 💡 What You’ll Learn in This Episode: ✅ How AI is being leveraged at Consumer Reports to enhance consumer insights and decision-making ✅ The importance of human-in-the-loop AI systems to prevent misinformation ✅ Why UX research should drive AI development—not the other way around ✅ Challenges in adopting AI within research teams and overcoming skepticism ✅ The evolving consumer journey and how AI can assist in predicting user needs 🎯 Who Should Listen? This episode is perfect for UX researchers, product leaders, marketers, and CX professionals who are interested in the intersection of AI and user experience, and how AI-powered insights can drive better customer interactions.

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Chapter 1: What is the main topic of this episode?

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Welcome back to the Insights Unlocked podcast. In this episode, we're exploring how AI and human insight work together in UX research with Melissa Garber from Consumer Reports. She shares how her team is using 90 years of research data to power AI, all while keeping humans in the loop to ensure trust, accuracy, and better consumer experiences.

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This interview was previously recorded at the Human Insights Summit back in October. Enjoy the show.

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Welcome to Insights Unlocked, an original podcast from User Testing, where we bring you candid conversations and stories with the thinkers, viewers, and builders behind some of the most successful digital products and experiences in the world, from concept to execution.

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My name is Brett Leary, and I get a chance to spend a few good minutes with Melissa Garber. I want to make sure I get her title right. Senior User Experience Researcher for Consumer Reports, right? I get it right? Yes. All right. Well, thank you for joining me. This is great.

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Awesome. Thank you for having me.

Chapter 2: How does Melissa Garber's background influence her research?

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So you didn't know we're going to be talking about sports and all that?

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Absolutely not, no.

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Okay. No, we're not going to be talking about sports. Maybe a little bit. We're going to just spend a few minutes getting to know you, getting to pick your brain a little bit about what you do and how you do it and maybe how things are gonna be changed by this two letter word that everybody keeps talking about. It's not even a word actually, it's just AI.

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But before we just get to that part, maybe you could tell us a little bit about yourself.

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Sure, so I am a researcher at Consumer Reports. I've been in the research and user experience space for a while. I've hopped around from startups to, I worked for Indeed for a while, and my background is actually in learning theory and cognitive science.

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So it's been a really good combination for me to be in user research and to also have that background of learning theory and how do people interpret information.

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You left out the best parts. Like, you grew up a Philadelphia Phillies and Eagles sports fan and all that kind of stuff, right?

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Yeah, my family had season tickets growing up. I think it was more of like a push to be a fan. Like, I'm not sure I had a choice.

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Okay. Well, that's okay. All right. So they gave me a script of some questions. They call it the Fast Five. Sure. I'm going to completely ignore that. No, I'm just kidding. We'll mix in some of those and maybe some other things that come out. But I will stay to the script and ask you what your favorite word is.

Chapter 3: How is AI being used at Consumer Reports?

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I kind of want to reframe that. So I think research can impact how we build AI. It's not just a reactive thing that we're using in our day-to-day, which I do use it in the day-to-day, but I've also had the opportunity at Consumer Reports, we're working on a conversational AI agent that we built the orchestration ourself in-house.

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So we're using a RAG framework to pull data from all of the data sources that we have from almost 90 years of research, right? And so with research, we're able to look at that and say, okay, well this is what our users are actually looking for. And we can start sort of predicting, like what are they looking for, what's their intent?

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And we use that to find out, okay, so where, like what data are we going to start retrieving from all of these different sources? Like what kinds of data need to come in? And that is the context that informs the prompt that we create to the LLM to get that answer back to our users.

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And then we're also able to use research to say, okay, our users want a different kind of like way of getting that information. Maybe they want like in a card format. Maybe they want it in like a specific kind of format. What kind of data? How's the content design? What's the tone? What's the voice?

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So was it that simple to actually jump into leveraging AI? Or what were some of the things, maybe were there any apprehensions? Were there any, wow, is this going to change things too much?

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Kind of take us through how you kind of evolved, if that was, is that the right term, to really put it to use and actually start seeing how not only could it impact you, but impact the way that your consumers or your customers would.

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Yeah, so on the consumer side of it, we work with trust and safety and security folks, like experts in the field to make sure. Data privacy is a huge thing at Consumer Reports and protecting consumers' data. So that is handled by the experts on that side. And then on my personal side, I use, we have a, Enterprise OpenAI account.

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So when I'm using ChatGPT, I'm not using a system that's actually reporting it back to the broader world, right? It's not training data sets outside of consumer reports. So just making sure that, you know, really particular about like where you're putting your information. Yeah.

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You said you had 90 years worth of data? Almost. That's pretty, I mean, a lot of folks are so looking at what's current. How do you kind of mix that with all that's going on today to bring the kind of information or answers that customers are looking for?

Chapter 4: What challenges does AI adoption present in research?

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Well, what's really cool is that In the past, you could look at the magazine, you could go to the website, you could try to find the best refrigerator, but we have these testers at Consumer Reports that have been doing it for 30 plus years. They're experts in their field. They know so much about their area. And we realized, okay, if you talk to a tester in the fridge department,

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And you were to say like, oh, I think there's like a whirring sound with my fridge. They were like, I actually, I know what that issue is, right? Like that's probably your dust condenser coil that you need to clean.

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And so being able to actually go around the company, and this is actually what our innovation lab team did, is they went around the company when they were creating this conversational agent, and they talked to our subject matter experts. And they brought in all of that information, all of that expertise to help define what the system was going to look like.

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And then additionally, we also had a original, it's called AskCR, this agent, but we had something called AskCR 1.0 that was real humans answering real questions that people had.

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And we were able to take all of those transcripts and model those transcripts with the data science team in the innovation lab and figure out what were people asking about so we could start predicting the types of questions people might have.

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Nice. Now you said some of your researchers have been around doing this for 30 years?

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Yeah, over 30 years. We have really great employee retention, I think.

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Has it been, were there any kind of challenges with getting those folks to kind of buy into the way things are moving with AI and leveraging that to do, maybe do things differently than they did in the past?

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Yeah, I'm sure. I think that there's probably a back and forth, showing what AI can do and how it can help their work, as well as having their work inform AI and make sure that it represents consumer reports and our expertise and our tone and our voice, and including folks throughout that process.

Chapter 5: How does Consumer Reports ensure data privacy with AI?

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They all look like they're really interested. So anybody have a question? Going once, going twice? All right, what's your name? Irene, Irene. Irene has a question. Irene, what's your question? Okay, so she wants you to kind of help her build out her research function. What did you do to build your research function out?

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Okay, awesome. I can sort of address that from the democratization standpoint and a little bit of the buy-in. So a lot of times I look at it as just taking it in very small steps and proving value. So when I originally brought user research to this training function, there was a lot of pushback. It's going to take a lot of time.

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Just like a lot of times product managers say, it's going to take a lot of time. Can we do that? So what I did was I basically was like, well, let me just prove this out. Let me just do it. And maybe like, do it and ask forgiveness rather than permission.

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And then with democratization, we're actually doing that at Consumer Reports right now, where we're helping support our design teams to be able to run their own evaluative research. And it's really getting specific about the types of research that it makes sense for design to do versus the types of research that it might make more sense to have an expert in the field doing.

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Sure, so I think for designers it's evaluative, right? Like iterative development, being able to put out a design in front of users and then go back and redesign and redesign, right? It's like a faster form of development there versus the more generative work that a lot of times in the discovery work that we do in research. And then for PMs I always like to say it's more of that

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what is it, the summative work, right? The evaluation at the end of being able to pull those benchmarks. They're already looking at a lot of that data on the site, that behavioral data, so being able to run analysis on that.

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Talk a little bit about how the actual relationships of people are changing as you start to integrate a lot of this modern technology, AI, machine learning, LLMs. Like how has the actual physical relationships between the people, researchers and the consumers and everybody else that's kind of working together, how have those changed?

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Honestly, I would say right now not a lot has changed. I think we're all just still people working in companies doing our jobs and looking at our KPIs and now we just have some tools that make things maybe a little easier or better or faster or worse sometimes.

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How do you measure, you have your traditional KPIs, are there any other new ways to measure for success or figure out if we're on the right track or we're not on the right track? Or have some KPIs been even more emphasized while others de-emphasized?

Chapter 6: How does historical data influence AI insights?

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Like what have you heard at this event so far that has got you thinking, hey, maybe there are some things that we can discuss and talk about?

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So for me, I really loved the CMO's talk yesterday morning. And specifically, there was an illustration of this really beautiful journey map. And I was like, that looks familiar. We're always thinking about the journey. In all of my research, I'm always asking, where have you been and where are you going? And I always encourage the designers I work with to also think about the full experience.

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And then he showed the journey map and I was like, okay, this looks familiar. And then the second journey map he showed, which was just like a chaos map of lines everywhere. And with the little moments that matter popping up, like bolded. And I felt like that was so powerful that I intend on bringing that back to Consumer Reports.

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Did that kind of look familiar, at least in your mind? Yeah.

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Very much so. In a way that I hadn't realized that I could illustrate that. I always felt like I would have to present a journey map that was like this, like a journey of a person doing a thing. But for me, I'm like, that's never real. When you're actually talking to consumers and analyzing their data, you can see that Some things are just random.

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You know what? It depends.

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Exactly.

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Talk a little bit about your group, your structure, how many people you actually work with in your team. Let us know a little bit about that.

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Okay, sure. On my team, I actually report into Consumer Insights, so my direct manager and one of my coworkers are really working on the market research side of things. They're doing the brand tracker and MPS and our CSAT, and then it's myself and one other user researcher, and we work with

Chapter 7: What are the complexities of guiding user interactions with AI?

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I had seen this question and I really wanted to give like a very... motivated answer, but I would like love to be retired.

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That's a great, I see you took a lot of thought into that one too.

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I had thought about saying something that sounded like more driven. And I was just like, if I was retired, I could go back to school. I could like take courses and things that interest me. I could

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garden more and get new hobbies right so you really thought this one out apparently very good all right any other questions all right i'm gonna i'm gonna go back then all right so Talk a little bit more about, you know, the plans going forward with AI. Because, I mean, every conference you go to, you can't escape it. I've noticed, I go to a lot of events through the year.

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At the beginning of the year, the AI discussion is one thing. End of the year is completely different. Talk a little bit about maybe what you see the future of how you guys leverage AI and what you do and how that might kind of impact the overall company itself.

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Yeah, I think that the way that we're leveraging AI is to help make our consumers smarter, be the superheroes of their own lives, right? Being able to get this information that they're looking for and to be able to make better decisions. I think something about AI, and maybe this is on a personal level that I look at, is that like, What is the use case, right?

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There's a lot of AI solutions, and I was talking about chatbots, like how do you even know what to ask a chatbot? And I think it's really important to have a critical eye on, just because it has AI on it, is it doing something that's important, and knowing that the tokens that it takes to use generative AI, right? And like the water that it's using.

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I think that those are all things to think about too. Like, is it AI that we need to use for this solution or are there other ways? Is like, could we use machine learning? Are there other ways that we could be getting this information or be delivering results?

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So even at Consumer Reports, we're thinking about that, about ways to like reduce the energy we're using, ways that we can like make our calls to the LLM when it makes sense and make our calls to our data when it makes sense.

Chapter 8: How can one build a successful research function?

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That's a really comforting thought that there are actually still humans there for those hallucinations because they ain't going away. What question should I ask a researcher in 2024 going into 2025?

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Oh, that's a, that's a really good question.

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It depends either.

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I don't want to, I feel like researchers are so used to asking the questions. It can be really difficult to be like, what questions you would ask of me? I would say what's most interesting about research is that we get to learn about people. So if I like, what is most surprising about what you're learning about the people that you're working with and for, like, what is like,

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Like what's surprising or shocking or weird? What's the last decision you made based off of something that you learned?

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Yeah. What have you learned about people in the last couple of years that because of all that's going on that you weren't able to learn about them before?

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Oh, that's interesting. I'm actually... I'm not sure that what I've learned is based off of like what I couldn't learn before, right? I mean, people are using technology in different ways, but we're still human and we still have our goals and our needs and they're solution agnostic, right? So we're not like tied to like whatever delivery system we have right now.

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I remember chatbots were popular in 2017 and it's 2024 and they're popular again. So it's all very like... People are still human. People's goals are very much tied to like what their needs are and who they are as humans and not necessarily who they are in relation to a product or a solution.

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Cool. One last question. And then I'll ask you my, my sports question. I might've already asked you that. I don't know. Uh, so when you go home from this conference, and you get a chance to think about and do stuff, what are you going to take away from this conference and try to do when you get back to where you were?

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