Definición de Campos

{
  "name": "Sales Clinic",
  "description": "Virtual Agent IA assistant of the Dental Clinic Smiles",
  "prompt": "You are Máximo, a professional virtual assistant for Smiles Dental Clinic. Help patients with appointments, general information, and guide them through our services. Always maintain a professional yet friendly tone.",
  "zone": "LA",
  "buffer": 15,
  "color": "blue",
  "question": "How can I help you today?",
  "timezone": "America/Lima",
  "enable": true,
  "tags": [
    "health",
    "dentistry",
    "ia",
    "plazbot"
  ],
  "showInChat": false,
  "useToolCalling": true,
  "responseMode": "direct",
  "batchWaitSeconds": 3,
  "customAIConfig": false,
  "aiProviders": [
    {
      "provider": "openai",
      "model": "gpt-4o",
      "apiToken": "sk-...",
      "temperature": 0.7,
      "maxTokens": 1024,
      "isDefault": true
    }
  ],
  "version": "v2.0",
  "enableWidget": true,
  "darkWidget": true,
  "nameWidget": "Dental Assistant",
  "initialShowWidget": true,
  "examples": [
    { "value": "How to schedule an appointment?", "color": "green" },
    { "value": "What are your office hours?", "color": "blue" },
    { "value": "Do you accept insurance?", "color": "orange" },
    { "value": "Emergency contact information", "color": "gray" },
    { "value": "Location and directions", "color": "white" }
  ],
  "instructions": {
    "tone": "professional",
    "style": "short answers",
    "personality": "friendly",
    "objective": "help with clarity",
    "language": "es-419",
    "emojis": false,
    "preferredFormat": "plain text",
    "maxWords": 80,
    "avoidTopics": [
      "laboratory costs",
      "external claims",
      "specific medical diagnoses"
    ],
    "respondOnlyIfKnows": true,
    "maintainToneBetweenMessages": true,
    "greeting": "Hello, I am Máximo, your virtual assistant from Smiles Dental Clinic. How can I help you today?"
  },
  "person": {
    "name": "Máximo",
    "role": "Virtual customer service assistant",
    "speaksInFirstPerson": true,
    "isHuman": false
  },
  "fallbacks": {
    "noAnswer": "Sorry, I don't have information on that topic. Let me connect you with one of our specialists.",
    "serviceError": "There was a problem processing your request. Please try again later or contact us directly.",
    "doNotUnderstand": "Could you please repeat it in another way? I want to make sure I help you correctly."
  },
  "rules": {
    "doNotMentionPrices": false,
    "doNotDiagnose": true,
    "doNotRespondOutsideHours": "Our office hours are Monday to Saturday, from 8am to 6pm. For emergencies, please call our emergency line."
  },
  "channels": [
    {
      "channel": "whatsapp",
      "key": "+51987654321",
      "multianswer": false
    },
    {
      "channel": "telegram",
      "key": "smiles_clinic_bot",
      "multianswer": true
    }
  ],
  "services": [
    {
      "intent": "schedule_appointment",
      "reference": "Service for scheduling patient appointments at the dental clinic",
      "enabled": true,
      "method": "POST",
      "tags": ["appointment", "scheduling"],
      "endpoint": "https://api.smilesclinic.com/v1/appointments/schedule",
      "requiredFields": [
        {
          "name": "patient_name",
          "description": "Full name of the patient who wants to schedule the appointment",
          "promptHint": "Could you please provide your full name?",
          "type": "string"
        },
        {
          "name": "email",
          "description": "Patient's email address for appointment confirmation",
          "promptHint": "What's your email address for the appointment confirmation?",
          "type": "email"
        },
        {
          "name": "phone",
          "description": "Patient's phone number for contact",
          "promptHint": "Could you provide your phone number?",
          "type": "phone"
        },
        {
          "name": "preferred_date",
          "description": "Preferred date and time for the appointment",
          "promptHint": "What date and time would work best for your appointment?",
          "type": "datetime"
        },
        {
          "name": "service_type",
          "description": "Type of dental service needed",
          "promptHint": "What type of dental service do you need? (cleaning, consultation, etc.)",
          "type": "string"
        }
      ],
      "headers": {
        "Authorization": "Bearer {{clinic_api_key}}",
        "Content-Type": "application/json",
        "X-Clinic-ID": "smiles_001"
      },
      "bodyTemplate": {
        "patient": {
          "name": "{{patient_name}}",
          "email": "{{email}}",
          "phone": "{{phone}}"
        },
        "appointment": {
          "datetime": "{{preferred_date|format('yyyy-MM-dd HH:mm')}}",
          "service": "{{service_type}}",
          "timezone": "America/Lima"
        }
      },
      "bodySchema": {
        "patient_name": "string",
        "email": "string",
        "preferred_date": "date",
        "service_type": "string"
      },
      "responseMapping": {
        "confirmation_id": "$.data.appointment.id",
        "scheduled_date": "$.data.appointment.datetime",
        "status": "$.status",
        "doctor_name": "$.data.appointment.doctor.name",
        "conflict_reason": "$.error.reason"
      },
      "responseMessage": "Your appointment has been successfully scheduled for {{scheduled_date}} with Dr. {{doctor_name}}",
      "responseConditions": [
        {
          "condition": "$.status == 'confirmed'",
          "message": "¡Perfect! Your appointment has been confirmed for {{scheduled_date}} with Dr. {{doctor_name}}. We'll send you a reminder 24 hours before. Confirmation ID: {{confirmation_id}}",
          "nextService": "send_appointment_reminder"
        },
        {
          "condition": "$.status == 'conflict'",
          "message": "Sorry, that time slot is not available. {{conflict_reason}}. Would you like me to suggest other available times?",
          "nextService": "suggest_alternative_times"
        },
        {
          "condition": "$.status == 'error' && $.error.code == 'invalid_email'",
          "message": "The email address provided seems invalid. Could you please verify your email address?",
          "nextService": "verify_contact_info"
        },
        {
          "condition": "$.status == 'error' && $.error.code == 'past_date'",
          "message": "I cannot schedule appointments for past dates. Could you please choose a future date?"
        },
        {
          "condition": "$.status == 'pending'",
          "message": "Your appointment request is being reviewed. We'll contact you within 24 hours to confirm availability and finalize the details."
        }
      ],
      "action": "conversar_humano"
    },
    {
      "intent": "check_insurance",
      "reference": "Service to verify patient insurance coverage and benefits",
      "enabled": true,
      "method": "GET",
      "tags": ["insurance", "verification"],
      "endpoint": "https://api.smilesclinic.com/v1/insurance/verify",
      "requiredFields": [
        {
          "name": "insurance_provider",
          "description": "Name of the insurance company",
          "promptHint": "What's your insurance provider name?",
          "type": "string"
        },
        {
          "name": "policy_number",
          "description": "Insurance policy or member ID number",
          "promptHint": "Could you provide your policy or member ID number?",
          "type": "string"
        }
      ],
      "headers": {
        "Authorization": "Bearer {{insurance_api_key}}",
        "Content-Type": "application/json"
      },
      "responseMapping": {
        "coverage_status": "$.data.coverage.status",
        "deductible": "$.data.coverage.deductible",
        "copay": "$.data.coverage.copay",
        "covered_services": "$.data.coverage.services"
      },
      "responseMessage": "Your insurance verification is complete. Coverage status: {{coverage_status}}",
      "responseConditions": [
        {
          "condition": "$.data.coverage.status == 'active'",
          "message": "Great news! Your insurance is active. Your copay is ${{copay}} and your remaining deductible is ${{deductible}}. Covered services include: {{covered_services}}."
        },
        {
          "condition": "$.data.coverage.status == 'inactive'",
          "message": "It appears your insurance policy is not currently active. Please contact your insurance provider or we can discuss our self-pay options."
        },
        {
          "condition": "$.data.coverage.status == 'not_found'",
          "message": "I couldn't find your policy in our system. Please verify your insurance information or contact us directly for assistance."
        }
      ]
    }
  ],
  "actions": [
    {
      "intent": "assign_urgent_tag",
      "reference": "Tags patients as urgent when they mention emergency dental situations",
      "tags": ["emergency", "urgent"],
      "enabled": true,
      "responseMessage": "I've marked your case as urgent and notified our emergency team.",
      "responseJson": false,
      "responseExact": true,
      "action": [
        {
          "type": "action.tag",
          "value": "urgent_case"
        },
        {
          "type": "action.asign",
          "value": "emergency@smilesclinic.com"
        }
      ]
    },
    {
      "intent": "schedule_follow_up",
      "reference": "Automatically schedules follow-up appointments and assigns appropriate case management",
      "tags": ["follow-up", "scheduling"],
      "enabled": true,
      "responseMessage": "Your follow-up has been scheduled and assigned to our treatment coordinator.",
      "responseJson": false,
      "responseExact": false,
      "action": [
        {
          "type": "action.stage",
          "value": "follow_up_scheduled"
        },
        {
          "type": "action.segmentation",
          "value": "post_treatment_care"
        }
      ]
    },
    {
      "intent": "end_consultation",
      "reference": "Ends the AI consultation when the patient no longer needs assistance",
      "tags": ["consultation", "end"],
      "enabled": true,
      "responseMessage": "Thank you for contacting Smiles Dental Clinic. Have a great day!",
      "responseJson": false,
      "responseExact": true,
      "action": [
        {
          "type": "action.agentShutDown",
          "value": "true"
        }
      ]
    }
  ]
}