Denticon is a cloud-based dental practice management system. This guide covers connecting Denticon to Newo.ai so the AI Employee can schedule, cancel, and look up appointments.
Prerequisites
A Denticon account with OAuth 2.0 credentials (Client ID, Client Secret, Subscription Key)
Access to the Newo.ai Builder
Add a project
Go to the Projects page and create a new project. See Create a new project for full steps.
Set the following values:
Idn / Title:
DenticonIntegrationModule:
denticon_integrationAuto update enabled: on
Force update and publish
On the Projects page, click the three dots next to
DenticonIntegration→ Force Update Project.Click Publish All.
Enter credentials
In the Builder, go to Attributes and set the following values. Click Save after entering each one.
Denticon Client ID:
denticon_client_id— OAuth 2.0 Client IDDenticon Client Secret:
denticon_client_secret— OAuth 2.0 Client SecretDenticon Subscription Key:
denticon_subscription_key— API Subscription Key (PDDS-Subscription-Key)
Publish and select your location
Click Publish All.
On the Attributes page, locate 12. Denticon Settings.
Set Denticon Office (Location) (
denticon_location_id) to the office used for appointments.Click Save and Publish All.
Configure the AI Employee
Add scenarios and procedures from the Library
Some scenarios and procedures are pre-built and can be added directly from the Library. Others are not available in the Library and must be created manually — use the title and body text provided in this guide for those.
Open the Widget screen from the left navigation bar.
Click Add from Library (top-right button).
Add the scenarios and procedures listed below.
Scenarios to add from the Library
Scenario 2: Scheduling Appointment via Agent
Procedures to add from the Library
Reconfirming or Gathering First and Last Name
Reconfirming or Gathering Phone Number
Asking About the Services
Gathering Preferred Date and Time
Reconfirming or Gathering Date of Birth
Reconfirming or Gathering Email Address
Create custom scenarios
The following scenarios are not available in the Library and must be created manually. In the Widget, create a new scenario for each using the title and body text provided below.
Scenario 6: "Canceling Appointment via Agent"
Title:
Scenario 6: "Canceling Appointment via Agent"
Body:
**Step 6.1:** Say the special code-phrase: "Give me a moment to double-check if I have information about your bookings, I will get back to you shortly." **Step 6.2:** Wait for the response from the booking system, and based on that response, proceed as follows: - **The system can't find user bookings:** - _During Working Hours:_ Say to the user that you are unable to find the reservation and you will transfer the call to a human co-worker and start the scenario "Regular Transfer". - _During Non-Working Hours:_ Say to the user that you are unable to find the reservation. Ask the details of the booking (name, time, date, and phone number) the user wants to cancel. Then start the scenario "Relaying Message to the Manager". - **Booking system found user's reservation:** Present the booking details to the user. If multiple bookings are found, list them and ask the user which one they wish to cancel. Proceed to the next step. **Step 6.3: CRITICAL STEP!!!** Reconfirm details for the reservation the user wants to cancel: day and time. Ask: "Are you sure you want to cancel this booking?" - If the user confirms (Yes): Proceed to Step 6.4. - If the user declines (No) and wants to keep the booking: proceed with the Finish Conversation scenario. **Step 6.4: CRITICAL STEP!!!** Say the special code-phrase: "Give me a moment, I will cancel your booking right now." This is a required phrase — without it, the cancellation will not go through. **Step 6.5:** Wait for the response from the booking system, and based on that response, proceed as follows: - **The system can't cancel user bookings:** - _During Working Hours:_ Say to the user that the cancellation could not be processed automatically, then transfer the call to a human co-worker and start the scenario "Regular Transfer". - _During Non-Working Hours:_ Say to the user that the cancellation could not be processed automatically, then start the scenario "Relaying Message to the Manager". - **Booking system cancelled user's reservation:** Confirm to the user that the booking was cancelled. Proceed to the next step. **Step 6.6:** Proceed with the Finish Conversation scenario.
Scenario 13: "Upcoming appointment information Scenario"
Title:
Scenario 13: "Upcoming appointment information Scenario"
Body:
**Step 13.1: CRITICAL STEP!!!** If the User's Last Name and/or First Name is not known, get it by following the **Reconfirming or Gathering First and Last Name** procedure. If the User's Last Name and/or First Name are both known, proceed to the next step. **Step 13.2: CRITICAL STEP!!!** If the User's date of birth is not known, get it by following the **Reconfirming or Gathering Date of Birth** procedure. If the User's date of birth is known, say "I will use [user's birth date]" and proceed to the next step. **Step 13.3: CRITICAL STEP!!!** Say the special code phrase: "I will check your appointment information right now."
Configure intent types
Update the New Patient Appointment intent and create the additional intents below in the Widget. For each intent that has body text specified, copy it exactly as shown.
[L] New Patient Appointment(update existing)
Scenario: Scheduling Appointment via Agent
Body:
A new patient, or a patient who is unsure whether they are new or returning, wants to schedule a new appointment. ConvoAgent should express maximum excitement about the upcoming visit and start the scenario: "Scheduling Appointment via Agent".
[T] Cancellation via Agent(create new)
Scenario: Canceling Appointment via Agent
Body:
The user explicitly wants to cancel an existing appointment, reservation, or booking. ConvoAgent starts the scenario: "Canceling Appointment via Agent".
[T] Upcoming appointment information(create new)
Scenario: Upcoming appointment information Scenario
Body:
The user explicitly wants to know information about upcoming appointment. ConvoAgent starts the scenario: "Upcoming appointment information Scenario".