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  1. Login to Experience Manager

  2. Navigate to your project > Project side navigation menu > Create > Agents > Package

  3. Click the Install button against the Program Registration package.

Dashboards

How to You can access dashboards ?from the project side menu > Report > Dashboards.

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What dashboards & visualizations are available and what purpose do they serve?

For Program registration, there are 3 different dashboards available.

  1. Program Registration Dashboard - PHI (Protected Health Information)

  2. Detailed User Responses

  3. Program Registration Dashboard - No PHI (Non-Protected Health Information)

Sample screenshot of the dashboard.

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You can create your own visualizations for the program registration in Insights. Refer, Guide to Orbita Insights

Program Registration module data is captured in the data-engage-stage-backend.userinfo index pattern.

Module Customization

How can I update content and phrases?

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You can customize the chatbot appearance using CSS and JS. For more information on customizing the appearances of your chatbot, refer https://orbita.atlassian.net/wiki/spaces/OCS/pages/7176266/How+do+I+configure1633681419/3.9.1+Creating+Your+Chatbot#Customizing-your-chatbot

How to update the email template sent to the User with my customer brand?

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