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Let Customers Ask Chatbot for Shipping Price

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Let Customers Ask Chatbot for Shipping Price
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Let Customers Ask Chatbot for Shipping Price

October 26, 2020
Created by
April 26, 2020
Create an intent for requesting the price of shipping a package, use the carousel for selecting a package size, call an API to retrieve a Google map, retrieve memory data and put in the message.

You will learn

  • How to create a restricted entity
  • How to enrich data in an entity
  • How to call an webhook to retrieve a Google map
  • How to retrieve data from memory, and to reset the memory

Prerequisites

You will add features to your chatbot to answer customer questions about pricing a package, require customers to include a size and location, to validate the location, show a Google map when a location is validated, and to display a message with data from the memory.


Step 1: Create entity for parcel size

When a customer indicates they want to price a package, you have to know the size of the package. So our bot must be able to extract the parcel size from the conversation.

So create an entity for the parcel size. But in this case, create a restricted entity – which only recognizes a fixed set of valid values.

  1. Go to Train | Entities.

    • Click Create.
    • Enter parcel-size for the name.
    • Specify Restricted entity.
    • Click Create.

    Create parcel-size

    You now have a second entity.

    parcel-size

  2. Enter the valid values for this entity.

    And instead of you entering each size separately, we have supplied the sizes in a CSV file. Do the following:

    • Download the CSV file, which contains a fixed set of sizes expressed in various ways.
    • Click the new entity.
    • Click Import a CSV File.
    • Click Browse and select your file.
    • Click Upload.

    Refresh the page, if necessary.

    Entity list
  3. You will want to return a shipping price based on the size. So “enrich” the entity’s data, setting a price value that the bot will add into memory when the entity is detected.

    • Go to Enrichments, and then select Map Enrichments.

      Go to Enrichments
    • Click Add New Pair, enter name and null (the default value), and then press Enter.

      Add pair
    • Click again Add New Pair, enter price and null, and then press Enter.

    • Add 4 enrichment groups. For each, click Add New Group, specify a name ( >10kg, 3-10kg, 1-3kg or 0-1kg ), and then click Save.

      For each group, click the pencil icon, select the corresponding entity values for the group, and set the values for the fields name and price.

      Values must be in JSON format, so name must be enclosed in quotes.

      The groups should look like the following:

      Enrichments

What’s going on?

When a customer enters a size, the bot detects this as the #parcel-size entity. It then sees what group the entity value is part of, and then adds the additional fields in the memory, which can then be used in subsequent conversation.

Try it out.

Go to the Test panel on the right, and enter small. You can see it was detected as an entity #parcel-size.

Link text e.g., Destination screen

Change to the JSON view, and you can see that the enrichments were added, based on the value of the entity.

Link text e.g., Destination screen
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Step 2: Add intent for requesting shipping price

You now want to define an intent so the bot can know when the customer is asking for pricing information.

You can also fork this intent.

  1. Go to cai-adoption / ups-bot / intents / @rate-parcel.

  2. Just above the list of values – NOT at the top of the page (that is to fork the entire project) – click Fork.

    Select your project, and click Fork.

  3. Go back to your project and click the Train tab (refresh the page if necessary), and you now see the @rate-parcel intent.

    Click into it, and see all its expressions, that is, all the ways someone could indicate they want a price for a package.

    Notice that some of the expressions only indicate a need to price a package, others include the size, and still others include a location.

    Expressions
  4. Test the intent by clicking the Test flap on the right of the screen.

    Enter the following:

    I want to send a parcel to 102 place Stanislas, 44100 Nantes with L size box
    

    You see that the bot detected the intent of the customer – to ship a package – and was able to extract #location (a built-in entity) and #parcel-size (the entity you just created).

    Test @rate-parcel intent
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Step 3: Build skill for requesting shipping quote

Build a skill that:

  • Requires the bot to have a location and parcel size.
  • Makes an API call to get a map of the location.
  • Displays the map plus the price from memory based on the enrichments you created earlier.

In this step, you’ll simply create the skill and add the trigger.

  1. In the Build tab, click Create Skill and create a new floating skill called price-parcel, and click Create Skill

    Link text e.g., Destination screen
  2. Click the new skill, and in the Triggers subtab, add the @rate-parcel intent, and click Save.

    Link text e.g., Destination screen
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Step 4: Add requirements to skill

You must require that the bot knows the size and location, and in addition get a confirmation of either yes or no.

  1. In the Requirements subtab, add the requirements as follows:

    • Add 2 requirements: #parcel-size and #location

    • Add another requirement list, and add 2 requirements: @yes and @no

    • Between @yes and @no, click And to change it to Or.

    Your requirements should look like this:

    Requirements
  2. Now add a message in case the parcel size is missing.

    • Expand the #parcel-size requirement, and click New Replies in the case the requirement is missing.

    • Click Send Message | Carousel.

    • Add a card for the user to specify the small size, adding a Postback button type, and adding the texts as show below. When done, click Add Card.

      Carousel small
    • Add additional cards for each size.

      Carousel all
    • Click Save and then Back.

  3. Now add a message in case the location is missing.

    • Expand the #location requirement, and click New Replies in the case the requirement is missing.

    • Click Send Message | Text, and enter the following for the message:

      What is the delivery address? (France ONLY)
      
    • Click Save and then Back.

  4. Now let’s require that the location be in France.

    • Expand the #location requirement, and click Add validators to handle errors.

      Link text e.g., Destination screen
    • Click in the field next to New Replies, and select #location.

      Validate #location

      Select .country, click Save, select is-not, enter fr, and then press Enter.

      Validation adds
    • Click New Replies for the new validation, and create an error message with the following text:

      The delivery address is not in France. Can you give me another address?
      
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Step 5: Call API to show Google map

A nice feature would be to get a Google map for the delivery location. Our application deployed to SAP Cloud Platform also has a call for retrieving a Google map based on the location in memory.

Your default endpoint is already set up because you used it earlier to retrieve tracking information.

  1. In the price-parcel skill, go to the Requirements subtab.

  2. Expand the #location requirement, and click New Replies if #location is complete.

    Location new replies
  3. Click Connect External Service | Call Webhook

    • For the URL, enter: /get_location_thumbnail
    • Click Save.
    • Click Back.

You can open a chat and test this, by entering: How much to send package to Paris

Webhook for location
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Step 6: Display confirmation
  1. In the requirements, click New Replies (if @Yes or @No are missing).

  2. Click Send Message | Quick Replies.

  3. For the the message, add:

    Are you sure?
    
  4. Click Add Quick Reply twice, and create a reply for Yes and a reply for No.

    Quick reply
  5. Click Save and Back.

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Step 7: Display results

Finally, you want to display to the customer the results of the query.

  1. Go to the Actions subtab, and click Add New Message Group.

  2. Click Add Condition.

    • Select _memory
    • Enter .yes.
    • Click Save.
    • Select is-present.
    Display answer
  3. Click Send Message | Text, and enter the following for the message:

    A {{memory.parcel-size.name}} parcel sent to {{memory.location.formatted}} will cost ${{memory.parcel-size.price}}
    

    Click Save.

  4. Since the conversation is complete, reset the memory so the customer can start a new conversation.

    • Click Update Conversation | Edit Memory.
    • Select Reset all memory.
    • Click Save.
    Reset memory

If you want, add a reply if the customer says no. Currently, it will just say No reply.

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Step 8: Test the bot

Here’s an example of a conversation with the bot. Start off by saying this:

I'd like to send a package to 52 Place de la Madeleine, 75011 Paris
Test

Test it by saying just indicating the intent (i.e., How much to send package?), giving it a non-French address, giving it the size in the right away, and other variations.

In a skill, what actions can you take?
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