Case Study Vestas Conversation Design

Halyard

A voice-first field agent for onshore wind technicians — guided procedure execution and diagnostic reasoning with no hands, no eyes, and no connectivity required.

OutcomeSpecified a fixed-phrase confirmation pattern for safety-critical steps that makes an ambiguous "yeah" structurally unable to advance a lockout sequence.

Halyard voice-first field agent shown across rugged field-service devices for wind turbine technicians.
Role
Lead Product & Conversation Designer
Agency
Symmetri
Client
Vestas
Scope
Field Research → Conversation Design → Product UX
Status
Delivered

The Challenge

A wind turbine technician spends the working day ninety metres up, inside a nacelle the size of a shipping container, wearing a fall-arrest harness, hearing protection, and gloves rated for electrical work. The machinery is loud. Their hands are on a torque wrench. And yet everything they need — the torque spec for this turbine variant, the isolation checklist, the fault history that would tell them another technician found the same problem four months ago — is on a tablet they cannot safely reach.

The result is a workflow built on interruption: stop, de-glove, retrieve the device, find the information, re-glove, resume. Fourteen times per turbine visit, on average, costing roughly two and a half minutes each — and often skipped entirely, with the technician working from memory instead. My client was building a voice-first agent to remove that interruption. I led research, conversation design, and product design from the acoustic field study through build-ready specification.

  • Contextual Inquiry
  • Acoustic Field Study
  • Conversation Design
  • Dialog State Modeling
  • Multimodal Wireframes

What I Designed

Three functions, in priority order — documentation is deliberately third, a byproduct of the first two rather than a task the technician performs. Guided procedure execution reads torque specs, sequences, and safety steps aloud at the technician's pace, confirming critical steps explicitly and never advancing on a timer. Diagnostic reasoning lets the technician describe symptoms and hear likely causes ranked by probability, informed by fleet history — including what a specific previous technician found on this specific machine, with attribution spoken aloud.

Underneath both sits a register model that shifts from conversational to terse the moment the interaction crosses a safety boundary — sentences shorten, structure becomes numbered, and the confirmation requirement changes from any casual acknowledgement to one fixed phrase. The shift is itself a signal to the technician that the stakes have changed, backed by a two-tone earcon at the boundary and a 0.95 confidence floor with no margin for interpretation.

Screens

Six moments from a single turbine visit — orientation, retrieval, a safety gate, diagnosis, repair, and close-out. Each shows the ruggedized handheld's ambient screen — the passive glanceable state a technician would actually see, hands busy, mid-task. The full dialog transcript, UX annotations, and modality-split rationale for each screen are one click away.

Ruggedized handheld · chest mount
06:38CACHE OK
Halyard speaking
Reading session context
AssetT-14 · Vestas V112
Variant3.0 MW · Rev B
Work orderWO-4471
TypeGearbox inspection
TriggerTemp alarm · Tue
Procedures cached4 of 4
Spec tablesV112-B current
Fault history24 mo · 7 records
Revision checkD4 · current
Session opened · offline bundle verified
06:38
Steps
Diagram
History
Halt
Session Start & Orientation

Tower base, 06:38. Ewan has arrived at Turbine 14 and woken Halyard. The system binds to the work order, verifies cache currency, and reads the context aloud. This is the only moment in the visit where he is likely to look at the screen before climbing.

Nacelle · no connectivity · 61 dB ambient
07:51OFFLINE
Halyard speaking
Specification · main bearing bolt
Torque · main bearing bolt
340
newton metres · ±10
V112-B · spec rev D4 · 12 bolts · star pattern
Step 7 of 14 Gearbox inspection
Torque check on main bearing bolts. Work in star pattern.
Oil sample — metal particulate noted
07:44
Cooler fan — intermittent operation
07:38
Steps
Diagram
History
Halt
Specification Retrieval

Nacelle, 07:51. Ewan is at step 7 of the gearbox procedure with a torque wrench in hand. He asks a three-word question that contains no component, no variant, and no specification type — and gets a fully qualified answer, because the context stack supplies all three.

Nacelle · isolation sequence active
08:14ISOLATION
Awaiting confirmation
Say CONFIRM to advance
Isolation · step 2 of 4 LOTO · rev D4
Main breaker open. Lock applied. Tag signed.
Requires CONFIRM · fixed phrase only
Rejected"yeah, that's done"
ReasonNot a fixed phrase
Attempt1 of 3
ISO.01 — service mode, rotor locked
08:13
Steps
Diagram
History
Halt
Safety Gate — Isolation Sequence

08:14. Ewan needs to open the cooler panel, which requires electrical isolation. This is the screen and the dialog pattern that justify the product's existence. Register has shifted to terse. Only the fixed phrase advances the sequence.

Nacelle · diagnostic phase
08:32OFFLINE
Halyard speaking
Fault history · 2 matching records
Match 1 · 2024-03-18
Oil cooler fan running intermittently. Replaced relay K12. Held 9 months.
D. Whelan L3 · verified
Match 2 · 2023-11-02
Temp alarm, no fault found. Monitored, cleared.
CMMS record unverified
Cooler fan — confirmed intermittent
08:30
Steps
Diagram
History
Halt
Diagnostic Conversation

08:32. Isolation complete, panel open, cooler fan confirmed faulty. Ewan wants to know whether this has happened before. Halyard surfaces L3 field knowledge — a previous technician's finding, with attribution — and the register relaxes back to conversational.

Nacelle · turbine idling · 81 dB
09:06OFFLINE
81dB
Voice degraded · showing on screen
3 attempts · noise floor high
Torque · V112-B · rev D4
Main bearing bolt 340Nm
Yaw drive mounting 210Nm
Blade root 610Nm
Cooler housing 45Nm
Repair log
T1 · open re-prompt → failed
T2 · constrained choice → failed
T3 · modality shift → active
Steps
Diagram
Retry voice
Halt
Repair & Modality Shift

09:06. The turbine has been released to idle for a running check and ambient has risen to 81 dB. Recognition is failing. Halyard escalates through three repair tiers — never repeating a strategy, never apologizing — and lands on the screen when voice cannot carry it.

Tower base · connectivity restored
10:24SYNCED
Draft ready
14 events captured · 3h 46m
Work orderWO-4471
Duration3h 46m
OutcomeFault found · part req'd
Draft summary · editable
Gearbox inspection following temp alarm. Oil sample showed metal particulate. Cooler fan confirmed intermittent — relay K12 suspected, contactor likely root cause. Main bearing torque verified at 342 Nm, within tolerance. Relay replacement required; part not on van.
Safety confirmations 4 / 4
Measurements captured 6
Knowledge flag 1 pending
Parts requested 1 · relay K12
Signature required
Sign to submit · cannot be completed by voice
Edit
Defer
Sign & submit
Session Close & Report

10:24, tower base. Ewan has descended. The report has been assembling itself for three hours and forty-six minutes. He reviews a draft, not a blank form — and signs on screen, because a signature is the one interaction that must not be producible by a misrecognized utterance.

Outcome

  • Delivered a build-ready conversation and product design system — dialog states, confidence thresholds, repair strategies, and six multimodal screens — handed to speech and platform engineering.
  • Specified the fixed-phrase confirmation pattern as an architectural safety control, not a UX preference — the design artifact Thomas needed to approve the pilot.
  • Designed the three-layer organizational learning model (lexicon, protocol, field knowledge) with governance built in at the point of contribution, not bolted on after.
  • Set the product's own bar: fewer than 3 device interruptions per visit (from a baseline of 14), and over 96% of safety steps explicitly confirmed — the two numbers that matter most to field adoption.