Prebuilt agents

Prebuilt agents are a collection of agents provided by Dialogflow for common use cases. Similar to Dialogflow ES prebuilt agents, these can be used to establish a base for building conversations. In Dialogflow CX, you will find popular use cases across industries, such as telecommunications, financial services, healthcare, retail, and travel.

Prebuilt agents include intents and entities for their use cases, but you need to modify the example route groups and fulfillment (where applicable).

Import a prebuilt agent

To import a prebuilt agent to your project:

  1. Go to the Dialogflow CX Console.
  2. Click the project where you would like to import the prebuilt agent.
  3. Click Use pre-built agents.
  4. Click the agent of interest and click Import.
  5. Choose your desired location and click Create.
  6. Start testing and customizing.

Customize the imported prebuilt agent

  1. Test the agent using the simulator to understand what it can help users accomplish.
  2. Delete any flows that are irrelevant to your use case.
  3. Edit agent dialogue and custom entities to meet your business needs.
  4. If there is webhook source code, see Modifying webhook code.

Modifying webhook code

A selection of the prebuilt agents utilize webhooks. The original webhook source code uses Node.js and is hosted in Google's internal Cloud Functions project.

To use and modify this code in your own Cloud Functions project, please follow the subsequent directions:

  1. Go to the Dialogflow CX Console.
  2. Click the project where you would like to import the prebuilt agent.
  3. Click Use pre-built agents.
  4. Click the agent of interest then click Documentation link, which will bring you to the relevant pre-built agent section of this document.

    Screenshot of Payment arrangments prebuilt agent card

  5. See the Webhook subsection for the prebuilt agent and copy the source code.

  6. Go to the Google Cloud Console and select Cloud Functions on the left panel.

    Screenshot of Cloud Function in the Google Cloud console menu

  7. Click the project where you would like to import the source code.

  8. Click Create Function. For further instructions, take a look at the Create a Cloud Function documentation.

  9. Under the Source code section, select Inline Editor and paste the copied source code.

  10. Click Source and then Edit to change the logic based on your business rules. Once finished, click Deploy.

  11. Click Trigger and copy the Trigger URL.

  12. Replace that Trigger URL in your agent by going to Manage > Webhooks and selecting the webhook to paste the new URL into. Paste the Trigger URL into the field labeled Webhook URL. Click Save.

  13. Using the Webhooks documentation, test your fulfillment.

Healthcare agent

This template helps end-users check their claims, benefits, and find a doctor.

Sample utterances

  • What is coinsurance?
  • Can you help me find a doctor?
  • I'm not feeling well.
  • What is my deductible?

Order and account management agent

This template helps end-users purchase or return a product, track orders, and manage account settings, such as loyalty points, addresses, and passwords.

Sample utterances

  • I haven't received my order, where is it?
  • I want to get a new phone.
  • I forgot my password.
  • Can you tell me how many points I have?
  • I moved and need to update my address.

Payment arrangement agent

This template helps end-users set up a two installment payment arrangement or extend a payment due date.

Sample utterances

  • My account was suspended.
  • I won't get paid on time to pay my bill.
  • I need to extend my due date.
  • I lost my job due to covid-19.

Webhook

This Cloud Functions webhook performs the following actions:

  • Provides sample amount due and maximum extension dates.
  • Calculates the second payment installment based on the difference between the total balance and the first payment installment paid.
  • Validates that the requested extension date does not surpass the maximum extension date.

package.json

{
  "name": "sample-http",
  "version": "0.0.1",
  "dependencies": {
    "moment": "2.27.0"
  }
}
    

index.js

const moment = require('moment');

function getRandomAmount(min, max) {
  return Math.random() * (max - min) + min;
}

function formatCurrency(amount) {
  return Number(amount).toFixed(2);
}

function formatUserDate(dateObject) {
  if (!dateObject) {
    console.log('dateObject error. dateObject passed to formatUserDate is:', dateObject);
    console.log('dateObject requires day, month, year properties:');
    // return false if the dates are not valid
    // returning false prevents the if/else block from running, which causes the function to crash.
    return false;
  }
  console.log('formatUserDate date set.');
  const { day, year, month } = dateObject;
  return `${year}-${month}-${day}`;
}

/**
* Responds to any HTTP request.
*
* @param {!express:Request} req HTTP request context.
* @param {!express:Response} res HTTP response context.
*/

exports.cxPrebuiltAgentsPaymentArrangement = (req, res) => {

  var tag = req.body.fulfillmentInfo.tag;
  var first_payment;
  var amount_due_1;
  //var adjust_due_date;
  var max_date_1;
  var maxDate1;
  var max_date_2;
  var maxDate2;
  var current_due_date;
  var max_extension_date;
  var maxExtensionDate;
  var amount_due;
  var payment_amount_2;
  var dateFromUser;
  var valid_payment;
  var valid_date;

  if (!!tag) {
      switch (tag) {

         //Initialize Dynamic parameters
         case 'setDynamicParams':
            console.log(tag + ' was triggered.');
            max_date_1 = moment().add(15, 'days').calendar();
            max_date_2 = moment().add(25, 'days').calendar();
            current_due_date = moment().add(10, 'days').calendar();
            max_extension_date = moment().add(30, 'days').calendar();
            amount_due = formatCurrency(getRandomAmount(200, 400));

            res.status(200).send({
                sessionInfo: {
                    parameters: {
                       max_date_1: max_date_1,
                       max_date_2: max_date_2,
                       current_due_date: current_due_date,
                       max_extension_date: max_extension_date,
                       amount_due: amount_due,
                    }
                }
            });
            break;

        //Initialize Static parameters
        case 'setStaticParams':
            console.log(tag + ' was triggered.');
            user_id = req.body.sessionInfo.parameters.user_id;
            if (user_id == '1001') {
                max_date_1 = "2021-01-15";
                max_date_2 = "2021-01-30";
                current_due_date = "2021-01-01";
                max_extension_date = "2021-02-15";
                amount_due = '225.00';
            } else if (user_id == '2002') {
                max_date_1 = "2021-03-15";
                max_date_2 = "2021-03-30";
                current_due_date = "2021-03-01";
                max_extension_date = "2021-04-15";
                amount_due = '333.00';
            } else if (user_id == '3003') {
                max_date_1 = "2021-05-15";
                max_date_2 = "2021-05-30";
                current_due_date = "2021-05-01";
                max_extension_date = "2021-06-15";
                amount_due = '189.00';
            } else {
                max_date_1 = moment().add(15, 'days').calendar();
                max_date_2 = moment().add(25, 'days').calendar();
                current_due_date = moment().add(10, 'days').calendar();
                max_extension_date = moment().add(30, 'days').calendar();
                amount_due = formatCurrency(getRandomAmount(200, 400));
            }
            res.status(200).send({
                sessionInfo: {
                    parameters: {
                       max_date_1: max_date_1,
                       max_date_2: max_date_2,
                       current_due_date: current_due_date,
                       max_extension_date: max_extension_date,
                       amount_due: formatCurrency(amount_due),
                    }
                }
            });
            break;

        //Automatically set second payment based on first payment amount
        case 'secondPayment':
            console.log(tag + ' was triggered.');
            first_payment = req.body.sessionInfo.parameters.payment_amount_1.amount;
            amount_due_1 = req.body.sessionInfo.parameters.amount_due;
            payment_amount_2 = formatCurrency(amount_due_1 - formatCurrency(first_payment));

            res.status(200).send({
                sessionInfo: {
                    parameters: {
                        payment_amount_2: payment_amount_2
                    }
                }
            });
            break;

        //BEGIN validatePayment
        case 'validatePayment':
            console.log(tag + ' was triggered.');
            first_payment = req.body.sessionInfo.parameters.payment_amount_1.amount;
            amount_due_1 = req.body.sessionInfo.parameters.amount_due;
            if ((formatCurrency(first_payment) >= '100.00') && (formatCurrency(first_payment) < amount_due_1)) {
                valid_payment = "True";
            } else {
                valid_payment = "False"
            }
            res.status(200).send({
                sessionInfo: {
                    parameters: {
                        valid_payment: valid_payment,
                    }
                }
            });
            break;

        //BEGIN validateDate
        case 'validateDate':
            // Log when the cloud function for the validateDate tag is triggered
            console.log(tag + ' was triggered.');

            // Log ALL of the session parameters passed to the cloud function
            console.log('validateDate sessionInfo parameters', req.body.sessionInfo.parameters);

            // Log ONLY max_extension_date and adjust_due_date values from session parameters.
            console.log('sessionInfo >>> max_extension_date', req.body.sessionInfo.parameters.max_extension_date);
            console.log('sessionInfo >>> adjust_due_date', req.body.sessionInfo.parameters.adjust_due_date);

            // If the formatUserDate function succeeds running, then the date will be a string formatted as yyyy-mm-dd.
            // If the session params dateObject is not fomatted correctly the formatUserDate function returns the boolean value false.
            // formatUserDate returns false to prevent the Moment function from running (see 3 conditions below).
            dateFromUser = formatUserDate(req.body.sessionInfo.parameters.adjust_due_date);
            maxExtensionDate = req.body.sessionInfo.parameters.max_extension_date;

            // Set valid_date to false. We do this so the cloud function does not crash and always returns a value to Dialogflow
            valid_date = "False"

            // Only set valid_date to true when
            // 1) dateFromUser is a date string and not set to false by the formatUserDate function
            // 2) maxExtensionDate is string and not set to false by the formatUserDate function
            // 3) if Moment determines the dateFromUser is before maxExtensionDate

            if (dateFromUser && maxExtensionDate && moment(dateFromUser).isSameOrBefore(maxExtensionDate)) {
                valid_date = "True";
            }

            res.status(200).send({
                sessionInfo: {
                    parameters: {
                        valid_date: valid_date,
                        // You will see the debug property in the Dialogflow UI
                        // if formatUserDate failed for eitehr date you will
                        // see 'false' in the UI.
                        // Otherwise, you will see the string formatted date
                        debug: {dateFromUser, maxExtensionDate}
                    }
                }
            });
            break;

            case 'validateDate1':
            // Log when the cloud function for the validateDate tag is triggered
            console.log(tag + ' was triggered.');

            // Log ALL of the session parameters passed to the cloud function
            console.log('validateDate sessionInfo parameters', req.body.sessionInfo.parameters);

            // Log ONLY max_date_1 and payment_date_1 values from session parameters.
            console.log('sessionInfo >>> max_date_1', req.body.sessionInfo.parameters.max_date_1);
            console.log('sessionInfo >>> payment_date_1', req.body.sessionInfo.parameters.payment_date_1);

            // If the formatUserDate function succeeds running, then the date will be a string formatted as yyyy-mm-dd.
            // If the session params dateObject is not fomatted correctly the formatUserDate function returns the boolean value false.
            // formatUserDate returns false to prevent the Moment function from running (see 3 conditions below).
            dateFromUser = formatUserDate(req.body.sessionInfo.parameters.payment_date_1);
            //maxExtensionDate = formatUserDate(req.body.sessionInfo.parameters.max_extension_date);
            maxDate1 = req.body.sessionInfo.parameters.max_date_1;

            // Set valid_date to false. We do this so the cloud function does not crash and always returns a value to Dialogflow
            valid_date = "False"

            // Only set valid_date to true when
            // 1) dateFromUser is a date string and not set to false by the formatUserDate function
            // 2) maxExtensionDate is string and not set to false by the formatUserDate function
            // 3) if Moment determines the dateFromUser is before maxExtensionDate

            if (dateFromUser && maxDate1 && moment(dateFromUser).isSameOrBefore(maxDate1)) {
                valid_date = "True";
            }

            res.status(200).send({
                sessionInfo: {
                    parameters: {
                        valid_date: valid_date,
                        // You will see the debug property in the Dialogflow UI
                        // if formatUserDate failed for eitehr date you will
                        // see 'false' in the UI.
                        // Otherwise, you will see the string formatted date
                        debug: {dateFromUser, maxDate1}
                    }
                }
            });
            break;

            case 'validateDate2':
            // Log when the cloud function for the validateDate tag is triggered
            console.log(tag + ' was triggered.');

            // Log ALL of the session parameters passed to the cloud function
            console.log('validateDate sessionInfo parameters', req.body.sessionInfo.parameters);

            // Log ONLY max_date_2 and payment_date_2 values from session parameters.
            console.log('sessionInfo >>> max_extension_date', req.body.sessionInfo.parameters.max_date_2);
            console.log('sessionInfo >>> adjust_due_date', req.body.sessionInfo.parameters.payment_date_2);

            // If the formatUserDate function succeeds running, then the date will be a string formatted as yyyy-mm-dd.
            // If the session params dateObject is not fomatted correctly the formatUserDate function returns the boolean value false.
            // formatUserDate returns false to prevent the Moment function from running (see 3 conditions below).
            dateFromUser = formatUserDate(req.body.sessionInfo.parameters.payment_date_2);
            //maxExtensionDate = formatUserDate(req.body.sessionInfo.parameters.max_extension_date);
            maxDate2 = req.body.sessionInfo.parameters.max_date_2;

            // Set valid_date to false. We do this so the cloud function does not crash and always returns a value to Dialogflow
            valid_date = "False"

            // Only set valid_date to true when
            // 1) dateFromUser is a date string and not set to false by the formatUserDate function
            // 2) maxExtensionDate is string and not set to false by the formatUserDate function
            // 3) if Moment determines the dateFromUser is before maxExtensionDate

            if (dateFromUser && maxDate2 && moment(dateFromUser).isSameOrBefore(maxDate2)) {
                valid_date = "True";
            }

            res.status(200).send({
                sessionInfo: {
                    parameters: {
                        valid_date: valid_date,
                        // You will see the debug property in the Dialogflow UI
                        // if formatUserDate failed for eitehr date you will
                        // see 'false' in the UI.
                        // Otherwise, you will see the string formatted date
                        debug: {dateFromUser, maxDate2}
                    }
                }
            });
            break;
         default:
            break;
    }
}
};
   

Telecommunications agent

This template helps end-users resolve billing and plan questions, troubleshoot, and add travel and cruise plans.

Sample utterances

  • How can I save money on my bill?
  • My texts aren't going through.
  • How much more will I pay if I upgrade to Plan A?
  • I need data coverage for a trip I'm going on to Jamaica.

Webhook

The Cloud Functions webhook performs the following actions:

  • Compares plan costs based on a trip location and duration
  • Identifies billing anomalies based on an end-user's phone number

package.json

{
  "name": "sample-http",
  "version": "0.0.1",
  "dependencies": {
    "moment": "2.24.0"
  }
}
    

index.js

/**
 * Responds to any HTTP request.
 *
 * @param {!express:Request} req HTTP request context.
 * @param {!express:Response} res HTTP response context.
 */
const helpers = require('./helpers.js')

exports.cxPrebuiltAgentsTelecom = (req, res) => {
    console.log('Cloud Function:', 'Invoked cloud function from Dialogflow');
    let tag = req.body.fulfillmentInfo.tag;

    if (!!tag) {
        switch (tag) {
            //BEGIN detectCustomerAnomaly
            case 'detectCustomerAnomaly':
                console.log(tag + ' was triggered.');
                let phone_number = req.body.sessionInfo.parameters.phone_number;
                let bill_month = req.body.sessionInfo.parameters.bill_state;
                let parameters = req.body.sessionInfo.parameters;
                let bill_amount;
                let product_line;
                let anomaly_detect = "false"
                let purchase = "The Godfather"
                let purchase_amount = 9.99
                let total_bill_amount = 64.33
                let bill_without_purchase = 54.34
                let updated_parameters = {}

                let [month_name, first_of_month, last_month_name] = helpers.get_date_details(bill_month)
                console.log(month_name, first_of_month, last_month_name)

                // Getting the month name based on the bill state - current or previous
                // For example, if the current month is December, we get the values as
                // December, December 1st, November

                // Only 999999 will have anomaly detection 
                if (phone_number.toString() == '999999') {
                    anomaly_detect = "true"
                    product_line = "phone"
                    purchase = "device protection"
                    updated_parameters["product_line"] = product_line
                    updated_parameters["bill_month"] = month_name
                    updated_parameters["last_month"] = last_month_name
                }

                // If bill hike amount is given - we just add it to the total bill
                if ('bill_amount' in parameters) {
                    bill_amount = parameters['bill_amount']
                    purchase_amount = bill_amount['amount']
                    total_bill_amount = 54.34 + purchase_amount
                }

                // Adding the updated session parameters to the new parameters json
                updated_parameters["anomaly_detect"] = anomaly_detect
                updated_parameters["purchase"] = purchase
                updated_parameters["purchase_amount"] = purchase_amount
                updated_parameters["bill_without_purchase"] = bill_without_purchase
                updated_parameters["total_bill"] = total_bill_amount
                updated_parameters["first_month"] = first_of_month

                res.status(200).send({
                    sessionInfo: {
                        parameters: updated_parameters
                    }
                });
                break;

            // BEGIN validatePhoneLine
            case 'validatePhoneLine':
                console.log(tag + ' was triggered.');
                let phone = req.body.sessionInfo.parameters.phone_number;
                let phone_line_verified;
                let line_index;
                let domestic_coverage;
                let covered_lines =
                    ['5555555555', '5105105100', '1231231234', '9999999999'];

                // Loop over the covered lines array
                covered_lines.forEach((line, index) => {
                    // For each phone line in the array, check if the last 4 digits are
                    // included in the string. when true, update the line_index variable
                    if (line.includes(phone)) {
                        line_index = index;
                        console.log('This is the index ' + line_index);
                    }
                });

                // Only 9999 will fail;
                if (line_index === 3) {
                    phone_line_verified = 'false';
                } else {
                    phone_line_verified = 'true';
                }

                // Only 1234 will have domestic coverage.
                if (line_index === 2) {
                    domestic_coverage = 'true';
                } else {
                    domestic_coverage = 'false';
                }

                res.status(200).send({
                    sessionInfo: {
                        parameters: {
                            phone_line_verified: phone_line_verified,
                            domestic_coverage: domestic_coverage
                        }
                    }
                });
                break;

            // BEGIN cruisePlanCoverage
            case 'cruisePlanCoverage':
                console.log(tag + ' was triggered.');

                let port = req.body.sessionInfo.parameters.destination;
                let port_is_covered;
                // Sample list of covered cruise ports.
                let covered_ports = [
                    'mexico',
                    'canada',
                    'anguilla',

                ];

                if (covered_ports.includes(port.toLowerCase())) {
                    port_is_covered = 'true';
                } else {
                    port_is_covered = 'false';
                }

                res.status(200).send(
                    { sessionInfo: { parameters: { port_is_covered: port_is_covered } } });
                break;

            // BEGIN internationalCoverage
            case 'internationalCoverage':
                console.log(tag + ' was triggered.');
                let destination = req.body.sessionInfo.parameters.destination;
                let coverage;
                // Sample list of covered international monthly destinations.
                let covered_by_monthly = [
                    'anguilla',
                    'australia',
                    'brazil',
                    'canada',
                    'chile',
                    'england',
                    'france',
                    'india',
                    'japan',
                    'mexico',
                    'russia',
                    'singapore',
                ];
                // Sample list of covered international daily destinations.
                let covered_by_daily = [
                    'anguilla', 'australia', 'brazil', 'canada', 'chile', 'england',
                    'france', 'india', 'japan', 'mexico', 'singapore'
                ];

                if (covered_by_monthly.includes(destination.toLowerCase()) &&
                    covered_by_daily.includes(destination.toLowerCase())) {
                    coverage = 'both';
                } else if (
                    covered_by_monthly.includes(destination.toLowerCase()) &&
                    !covered_by_daily.includes(destination.toLowerCase())) {
                    coverage = 'monthly_only';
                } else if (
                    !covered_by_monthly.includes(destination.toLowerCase()) &&
                    !covered_by_daily.includes(destination.toLowerCase())) {
                    coverage = 'neither';
                } else {
                    // This should never happen, because covered_by_daily is a subset of
                    // covered_by_monthly
                    coverage = 'daily_only';
                }

                res.status(200).send({ sessionInfo: { parameters: { coverage: coverage } } });
                break;

            // BEGIN cheapestPlan
            case 'cheapestPlan':
                console.log(tag + ' was triggered.');
                let trip_duration = req.body.sessionInfo.parameters.trip_duration;
                let monthly_cost;
                let daily_cost;
                let suggested_plan;

                // Can only suggest cheapest if both are valid for location.

                // When trip is longer than 30 days, calculate per-month cost (example $
                // amounts). Suggest monthly plan.
                if (trip_duration > 30) {
                    monthly_cost = (Math.floor(trip_duration / 30)) * 70;
                    daily_cost = trip_duration * 10;
                    suggested_plan = 'monthly';
                }
                // When trip is <= 30 days, but greater than 6 days, calculate monthly
                // plan cost and daily plan cost. Suggest monthly b/c it is the cheaper
                // one.
                else if (trip_duration <= 30 && trip_duration > 6) {
                    monthly_cost = 70;
                    daily_cost = trip_duration * 10;
                    suggested_plan = 'monthly';
                }
                // When trip is <= 6 days, calculate daily plan cost. Suggest daily
                // plan.
                else if (trip_duration <= 6 && trip_duration > 0) {
                    monthly_cost = (Math.floor(trip_duration / 30)) * 70;
                    daily_cost = trip_duration * 10;
                    suggested_plan = 'daily';
                } else {
                    // This should never happen b/c trip_duration would have to be
                    // negative
                    suggested_plan = 'null';
                }

                res.status(200).send({
                    sessionInfo: {
                        parameters: {
                            monthly_cost: monthly_cost,
                            daily_cost: daily_cost,
                            suggested_plan: suggested_plan
                        }
                    }
                });
                break;

            default:
                console.log('default case called');
                res.status(200).end();
                break;
        }
    }
};
   

Travel: car rental agent

This template helps end-users start a new car rental reservation.

Sample utterances

  • I need to reserve a van.
  • Hi, I'm traveling to LA for the weekend and I need to rent a car while I'm down there.
  • I need help booking an SUV.

Travel: flight information agent

This template helps end-users book and change tickets, find flight information, and request a refund.

Sample utterances

  • My flight XX4597 needs to be changed. Can you help me?
  • Can you help me find out the new departure time for my flight.
  • What about the credit on my account from my cancelled flight?
  • Can you book my flight to San Francisco next month?
  • Book SFO 10am to MIA on August 10th, 2020 one way.