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.

Upload Payment Receipt

The user wants to upload a document on the bot, and the bot will authenticate the user and allow the user to upload document/s within set formats and sizes.

Name of the skill on Conversation Studio - upload docs and images

Purpose of the skill: This Smart Skill is designed in order to let users upload their documents and images in the conversational flow.

What’s the design template going to look like?

This Skill is designed to keep in mind quick resolution & added value to the user. Please reach out to the Conversation Designer to get access to the design lucidchart or PDF.

Requirements

The Smart Skill assumes that the end-user is authenticated already. 

• If you wish to add an authentication flow within the bot, you can combine this with the OTP authentication Smart Skill

The Business already has 1 API developed with them:

• Upload document API.

Limitations

This is a no-code Smart Skill if the APIs are developed to match the structure previously added in the Skill. If you have any additional rules or logic to be implemented for this use case, you will have to make changes to the Smart Skill (read more in the changes section) accordingly. If you want to add further APIs, you will need to add more steps to this smart skill.

How to use the skill?

• The user will have to select the option “Upload Documents” from the menu in the bot window.
• Next, the user will be greeted with a welcome message by the bot and will be given a link to upload their first document.
• After selecting the upload document button, a dialog box will appear from where the user can upload their image or a file.
• Once the first file is uploaded, the user will be asked if they want to re-upload the previous document or should the bot proceed with the flow.
• Once the user selects confirm, they will be given a confirmation of the first document upload and then they will be asked to upload the second document.
• Both the documents that the user uploads, need to be less than 5MB in size.
• After uploading the second document, the user will again be prompted with the “re-upload” and “confirm” Quick Replies from the bot.
• After selecting confirm, the user will be greeted with a confirmation message that all the documents have been successfully uploaded

How to make changes to the skill?

What are all entities?

• first_doc - This entity is used to upload the first document in pdf/doc/xls/csv format.
• second_doc - This entity is used to upload the second document in pdf/doc/xls/csv format.
• try_again_upload - This entity is used to handle the "Try Again" loop if there is an API Error or API Timeout.
• bot_flush_exception_list - This entity is useful to get rid of any document/attachment which is not needed.

API calls are made on 1 Code Step in the skill

Name of Steps: Upload_to_api and document_two_upload

• Section 1: Contains the main function code body.
  • Gets body and entities object from the event body to be used in processing the data.
  • Calling the upload_docs_to_api function in order to upload documents via the API.
• Section 2: Contains the upload_docs_to_api function code body.
  • Can be used to change METHOD_TYPE and the BASE_URLof the API.
  • Can be used to configure the API payload details.
  • Can be used to configure the API headers details.
• Section 3:Contains the get_final_response function code body which can be used to configure final response variables that need to be passed to the corresponding output nodes.
• API Format:

  Request Payload	API Response
  payload_params = { "user_id": "1234", "doc_path: “ “ }	{ "user":{ "first_name":"John", "last_name":"Doe" }, "status":"success", "uploaded_id":"#10274f" }

How to analyze your skill post go-live?

To track the usage of this Sklill on your virtual assistant, you can create Smart Funnels on the Intelligent Analytics tool. It will be able to tell you how many users are able to track their orders. You can learn more about Smart Funnels, here.

Smart Funnel suggestion: How many users were able to track their order successfully?

• Funnel

  • Start point: Document_upload_start_node
  • Endpoints: Second_doc_upload_success