“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.

Prerequisites

• Project_modules.json

• Experience_Designer_flows.json

Please contact support@orbita.ai to get the above files.

Import modules

1. Create a new project.

2. Copy the code in Project_modules.json and import it to the project.

Open

Refer How to import Project for more information.

Index the content data

1. Go to the Schema listing page.

2. Index the schemas named Settings_Find A Provider, Providers, and Facilities.

3. In each schema page, click on the upload icon to index the documents. An example screenshot is given below.

   Open

   

Refer Indexing content data for more information.

Import flows

1. Go to Experience Designer.

2. Copy the code from Experience_Desinger_flows.json and import the flows.

Refer How to import Flows in Experience Designer for more information.

Configure Chatbot

1. Go to the Launch flow.

2. Copy the endpoint from the Launch node.

3. Paste it in the URL field of the fulfillment page in your Dialogflow agent.

4. Click Save at the end of the screen.

5. Configure the service account. (Ignore if you have configured service account for the environment already).

6. Deploy the flows in Experience Designer.

7. 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

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:

1. Open Experience Designer and go to Chatbot Flow.

2. 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.

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 remain the same.

To change the button text:

1. Open Experience Designer and go to Chatbot Flow Tab

2. 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:

1. Navigate to the flow studio from the side menu.

2. Search for the flow named Launch Flow.

3. Change the text in the control named Launch Message.

Carousel filter

To narrow down the search result, the bot will prompt you to filter the result further.

To choose the number of items that loads into the carousel and card,

1. Navigate to the content page from the sidebar in the find a doctor project.

2. Select Settings_Find A Provider schema and Edit the content data.

3. You can change the numbers A and B to fit your business use case.

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 number 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 as a card.

• If the number of search result hits is below count A, say 5, show the result in a carousel.

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