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Note

Document Title: Orbita Appointment Scheduling Solution

Solution Version: V 1.0.0

Creation Date:

Author:

Status
colourBlue
titleORBITA

...

How can I update content?

To change the bot responses, you can navigate to the flow studio flows and make changes to the content present in the flow studio controls.

For example, if you want to change any conversation message,

  1. Navigate to the Project side navigation menu > Create > Agents > Flow studio.

  2. Select a Flow Studio and navigate to any control that contains text and edit it.

    Image Added

Note

  • It is recommended not to add any new controls or delete any controls that are installed with the solution.

  • Do not modify the tokens while editing the Say text in the controls.

  • Modifying the name of the controls might break the flow as everything within the solution is interconnected.

  • Contact support@orbta.ai for any further assistance.

Warning

Any customizations made to the solution post installation, except the configuration settings, will break the future upgrades.

Rajkiran Alla (Deactivated) I added notes directly into this page on the areas that can be edited within the solution experience

Warning message: should not add new nodes but can modify the say text in the node

Areas that can be updated:

  1. Non-technical users can update:

  2. Conversational Updates

    1. “Welcome” Say node

    2. list of appointment types included

    3. prompt before appointment type buttons

    4. prompt before calendar directive

    5. prompts before patient information collection (first name, last name, DOB, phone number, email, preferred contact type)

    6. appointment confirmation say node

  3. buttons for appointment types

  4. length of each appointment type

  5. Integration w/ Microsoft calendar

    1. which providers are available for scheduling

    2. business hours for scheduling

How to update the branding of the chatbot

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/1633681419/3.9.1+Creating+Your+Chatbot#Customizing-your-chatbot

Integrations

Microsoft Graph API

We need verbiage here that mentions that EHR integrations would require custom development and could have associated implementation costs dependent on ideal solution for integration per client.