“Find a Doctor” is Orbita’s latest offering which lets your customers enquire about the doctor’s availability, booking an appointment, finding Hospital’s location, and many more using the chatbot.
This article describes the steps to set up the Find a Doctor feature in your environment.
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Prerequisites
Project_modules.json
Experience_Designer_flows.json
Please contact support@orbita.ai to get the above files.
Import modules
Create a new project.
Copy the code in Project_modules.json and import it to the project.
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Check the Select All option and select the Delete all existing project data before importing option before importing. |
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Importing content data is optional. You can choose to create your own content or use the sample content data. |
Refer How to import Project for more information.
Index the content data
Go to the Schema listing page.
Index the schemas named Settings-_Find a A Provider, Providers, and Facilities.
In each schema page, click on the upload icon to index the documents. An example screenshot is given below.
Refer Indexing content data for more information.
You have to create your own content and upload images in the content data for the chatbot to render the images of the providers or facilities.
Import flows
Go to Experience Designer.
Copy the code from Experience_Desinger_flows.json and import the flows.
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After clicking on Import, select Restore from the Select Skill Dialog box (as shown below) and click on the OK button in the next confirmation dialog box. |
Refer How to import Flows in Experience Designer for more information.
Configure Chatbot
Go to the Launch flow.
Copy the endpoint from the Launch node.
Paste it in the URL field of the fulfillment page in your Dialogflow agent.
Click Save at the end of the screen.
Configure the service account. (Ignore if you have configured service account for the environment already).
Deploy the flows in Experience Designer.
Publish the changes to Google Dialog Flow from the Deployment screen in Experience Manager.
The default chatbot URL is https://domainname.orbita.cloud:8443/oeapi/findaphysician
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If your chatbot doesn't start, deploy the flow in Experience Designer and publish the skill in Experience Manager - Deployment page. |
Customizations
You can customize the below-listed items in the chatbot.
Banner
You can change the title and the description of the banner. Clicking on the arrow next to the title will expand the banner and display the description. Clicking on the arrow again closes the description to show only the title.
You can change the title and the description, to do that:
Open Experience Designer and go to Chatbot Flow Tab.
In the function node named App Settings, scroll down to find the type - dialog. You can customize the contents of the properties named title and content.
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If you have more than one appsettings node (in chatbot flow) in your environment, you cannot view the banner and the global menu. |
Global menu
The global menu can be accessed anytime during the conversation in the chatbot. You can customize the button text, but the function of the buttons function remains remain the same.
To change the button text:
Open Experience Designer and go to Chatbot Flow Tab
In the function node named App Settings, scroll down to find the type - mainmenu. You can customize the contents of the property named text in the object - buttons.
Launch Message
To change the Launch Message, you have to:
Navigate to the flow studio from the side menu.
Search for the flow named Launch Flow.
Change the text in the control named Launch Message.
Carousel filter
To narrow down the search result, the bot will do the below filtering.prompt you to filter the result further.
To choose the number of items that loads into the carousel and card,
Navigate to the content page from the sidebar in the find a doctor project.
Select Settings_Find A Provider schema and Edit the content data.
You can change the numbers A and B to fit your business use case.
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Number A corresponds to the carousel. |
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It is recommended that Number A is less than Number B. |
Radius
You can change the search radius by adjusting the radius property on the same page.
For example,
If the number of search result hits is above a countnumber B, say 10, then narrow down the search result using filtering questions.
If the number of search result hits is above count A, say 5, but below number B, say 10, then show the result in as a listcard.
If the number of search result hits is below count A, say 5, show the result in a carousel.
You can change the numbers A and B to fit your business use case. To choose the number of items that loads into the carousel,
Navigate to the flow studio from the side menu.
Search for the flow named Provider Carousel Flow.
Change the numbers in the Evaluate nodes named Evaluate providers count - First time filter and Evaluate providers count - subsequent filters.
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Make sure that the Evaluate node named Evaluate providers count - subsequent filters contain the number of search result hits needed for the carousel. |
Radius
You can change the search radius by adjusting the radius property
Go to Experience designer.
From the node palette, double click on the sub-flow named Search providers & facilities to open it.
Open the node named Set query - radius and set the radius in the query.
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