{
"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,
"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."
},
"customAIConfig": true,
"aiProviders": [
{
"provider": "openai",
"model": "gpt-4o",
"apiToken": "sk-proj-xxxxxxxxxxxxx",
"temperature": 0.7,
"maxTokens": 4096,
"isDefault": true
},
{
"provider": "claude",
"model": "claude-3-5-sonnet-20241022",
"apiToken": "sk-ant-xxxxxxxxxxxxx",
"temperature": 0.5,
"maxTokens": 8192,
"isDefault": false
}
],
"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"
},
{
"type": "action.solved",
"value": "true"
}
]
}
]
}
