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How to use Cancel my order Smart Skill?

Written by Rasika Purohit

Updated on August 26th, 2022

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Table of Contents

Cancel my orderPurpose of the skillRequirementsLimitationsHow to make changes to the skill?How to analyze your skill post go-live?

The Ecommerce Smart Skills are eligible to fulfill critical customer support queries. The Smart Skills are selected based on market research and user behavior of the retail vertical.

Cancel my order

When users are not satisfied with the placed order, they can cancel their order on the IVA by choosing an in-transit order.

  • A user can initiate an order cancellation via the IVA. The IVA will first present the active orders eligible for the cancellation to the user. The user selects the order to be canceled.
  • The IVA will then fulfill the cancellation request via a Cancel Order API.

You can refer to this template on Conversation Studio with the name ecommerce cancel my order.

Name of the skill on Conversation Studio - cancel order

Purpose of the skill:

  1. Allow user to place a return/replacement request on an ordered item
  2. The IVA will present the list of user's active orders
  3. The user can proceed by selecting a specific order for cancellation
  4. The IVA will ask the reason for the cancellation of the order from the user
  5. The IVA then creates a cancellation request for the selected order and sends the reference ID to the user.

What’s the design template going to look like?

The skill is designed to keep in mind quick resolution & added value to the user. Reach out to the Conversation Designer for access to the design lucidchart or PDF.

Requirements

  1. The smart skill assumes the end-user is authenticated already. 
    1. If you wish to add an authentication flow within the bot, you can combine this with the OTP authentication Smart Skill.
    2. For users already logged into your platform (website, apps, etc), authentication can happen via custom signup.
  2. The client has 2 APIs already developed with them -  
    1. Get orders via a unique User ID.
    2. Cancel order request via unique order ID, the user ID.

Limitations

This is a no-code smart skill if the APIs are developed to match the API structure added in the skill. If the business has additional rules or logic to be implemented for this use case, you will need to make changes accordingly (read more in the changes section). If the client wants to add further APIs, they will need to add more steps to this smart skill. 

How to make changes to the skill?

For UI-related or bot response changes, refer to Generic smart skill.

API calls are made on 2 code steps in the skill 

API 1 - Get orders via a unique user ID(collected during authentication)

Name of step - fetch order    

Approach - In order to invoke the API, we need the user’s phone number (request parameter) which would have been collected during authentication.

The sequence of events in the code and where to change them- 

Section 1 is used to pull all entities & variables from other steps.

Section 2 is used to make a call to get_order_items() function by passing a phone number as a function parameter which will return an API response that contains all user order(s) with a flag key to determine the order eligibility for cancellation.

Section 3 is used to handle API success cases and also checks whether the user has any order(s) or not and passes the corresponding response HSL to the output step which will, in turn, get displayed to the user.

Section 4 handles the API error/timeout cases.

Section 5 is used to send the final response to the output step

Section 6 contains the Sample API response and also API-related details which are required to invoke the API.

Example: API endpoint, payload, header, etc which can be configured as per the requirement.

Section 7 can be used to edit the design properties required to change the look and feel of the Carousel HSL like height and width.

Section 8 can be used to edit actionable properties related to carousels in order to define both the existence & action of CTAs(Call to action).

Section 9 can be used to edit details like title, sub_title, or descriptions of the carousel.  

Section Name Nature of Changes possible API Contract
Section 6 - Fetches all the user’s orders details
  • We’re using a Phone Number for fetching order details. This can be changed to another user identifier such as user ID, Email address, etc.
  • We are fetching all orders with a flag that signifies whether the order is eligible for cancellation or not in the API response and filtering out orders based on it. We can also modify it and add the calculation part in the code step itself for checking eligibility criteria by calculating the time difference between current_date and order_date and then display order carousels accordingly.
  • We can modify our current approach of filtering orders based on the flag, by displaying all user’s past orders and displaying them on the output step, and letting our “cancel order” API decide whether the order can be canceled or not. In order to do so, we need to refer to Section 3 for the required changes.
  • We’re fetching order ID, order name, order date,  and order amount for all orders. This can be modified in the API response and code step as needed.
Request:
Phone number of the user
{
"phone_number": "8888456788"
}

Response:

{
"results": {
"orderList": [
{
"orderId": "",
"orderAmount": “” ,
"orderDt": " ",
"itemsName": "HealthKart",
"orderImg": ""
}
"statusCode": 200
}
Section 7
  • One can change the Carousel dimensions from here.
  • We are displaying orders in a carousel format. One can change this to a simple text format by making changes to the code step and output step.

API 2 - Cancel order via a unique order ID (selected by the user from the carousel)

Name of step - cancel order

Approach - In order to invoke the API, we need the unique order id(request parameter) collected once the user confirms the order for which they want to request cancellation.

The sequence of events in the code and where to change them- 

Section 1 is used to pull all entities & variables from other steps.

Section 2 is used to make API call by calling the cancel_myorder() function and passing order_id and order_cancel_reason as a function parameter.

Section 3 & 4 are used to handle API success cases and API error/timeout cases respectively.

Section 5 is used to send the final response to the output steps.

Section 6 contains the Sample API response and also API-related details which are required to invoke the API. 

Example: API endpoint, payload, header, etc which can be configured as per the requirement.

Section 7 can be used to edit the design properties required to change the look and feel of the Carousel HSL like height and width.

Section 8 can be used to edit details like title, sub_title, or descriptions of the carousel.

Section Name Nature of Changes possible API Contract
Section 6 - Cancel user order
  • Currently, we are displaying only those orders which are eligible for cancellation In the "all order" output step and calling the request cancellation API for them. We can modify it and display all users' past orders and call cancellation API from the same and let the API return the message whether the order is canceled or not based on the eligibility.

Request :

{
"order_id" : " ",
"phone_number" : " ",
"cancel_reason" : " "
}

Response :

{
"success": true,
"message": "Order cancelled successfully",
"ref_id": "1234"
}

How to analyze your skill post go-live?

Create smart funnels on our Intelligent Analytics to analyze how many users are able to reach the end of the chat flow and successfully able to cancel his/her order

  • Smartfunnel suggestion: How many users were able to view their order(s) successfully
    1. Start point: cancel order start step
    2. Endpoints:
      1. All order
      2. Single order
      3. No order
  • Smartfunnel suggestion: How many users were able to view their cancel their order successfully
    1. Start point: cancel order start step
    2. Endpoints:
      1. Final output

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