- Add floating chat window Hand-off to AI toggle (per-patient) and after-hours AI toggle (global) - Add LangGraph-powered appointment reminder flow: AI introduces itself, classifies YES/NO, handles confirmation with appointment date/time - Add multi-step rescheduling flow: ASAP vs next week, tomorrow offer, Mon/Tue/Wed picker, morning/afternoon time slot — automatically updates appointment in DB - Add new patient / after-hours flow: new vs existing patient, dental insurance check, MassHealth Selenium eligibility check (auto-uses saved member ID + DOB for existing patients), self-pay fallback - Add AI Chat Settings page (Settings → Advanced) with editable greeting templates and LangGraph flow diagrams for both reminder and new-patient flows - Add Schedule a New Patient template option in chat window, starts new-patient conversation flow - Add GET/PUT endpoints for AI handoff, after-hours handoff, and AI chat templates - Add multilingual support (7 languages) across all AI reply nodes with LLM generation and hardcoded fallbacks - Add pending reschedule in-memory store and conversation stage tracking across all flows Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
210 lines
7.9 KiB
TypeScript
210 lines
7.9 KiB
TypeScript
import { useState, useEffect, useRef } from "react";
|
|
import { useQuery, useMutation } from "@tanstack/react-query";
|
|
import { Card, CardContent } from "@/components/ui/card";
|
|
import { Button } from "@/components/ui/button";
|
|
import { Textarea } from "@/components/ui/textarea";
|
|
import { useToast } from "@/hooks/use-toast";
|
|
import { apiRequest, queryClient } from "@/lib/queryClient";
|
|
import { Bot, CalendarCheck, UserPlus, MessageCircle, Info } from "lucide-react";
|
|
|
|
type AiChatTemplates = {
|
|
reminderGreeting: string;
|
|
newPatientGreeting: string;
|
|
generalFallback: string;
|
|
};
|
|
|
|
type OfficeContact = {
|
|
officeName?: string | null;
|
|
};
|
|
|
|
const DEFAULTS = {
|
|
reminderGreeting:
|
|
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7. How can I help you today?",
|
|
newPatientGreeting:
|
|
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you schedule an appointment, check your insurance, and answer general questions 24/7. How can I help you today?",
|
|
generalFallback:
|
|
"How can I help you today?",
|
|
};
|
|
|
|
function preview(text: string, officeName: string) {
|
|
return text.replace(/\{officeName\}/g, officeName || "your dental office");
|
|
}
|
|
|
|
export function AiChatTemplatesCard() {
|
|
const { toast } = useToast();
|
|
|
|
const [reminderGreeting, setReminderGreeting] = useState(DEFAULTS.reminderGreeting);
|
|
const [newPatientGreeting, setNewPatientGreeting] = useState(DEFAULTS.newPatientGreeting);
|
|
const [generalFallback, setGeneralFallback] = useState(DEFAULTS.generalFallback);
|
|
const initialized = useRef(false);
|
|
|
|
const { data: officeContact } = useQuery<OfficeContact | null>({
|
|
queryKey: ["/api/office-contact"],
|
|
queryFn: async () => {
|
|
const res = await apiRequest("GET", "/api/office-contact");
|
|
if (!res.ok) return null;
|
|
return res.json();
|
|
},
|
|
staleTime: 60_000,
|
|
});
|
|
|
|
const { data: templates, isLoading } = useQuery<AiChatTemplates>({
|
|
queryKey: ["/api/ai/chat-templates"],
|
|
queryFn: async () => {
|
|
const res = await apiRequest("GET", "/api/ai/chat-templates");
|
|
if (!res.ok) throw new Error("Failed to load templates");
|
|
return res.json();
|
|
},
|
|
staleTime: Infinity, // never silently refetch and overwrite user edits
|
|
refetchOnWindowFocus: false,
|
|
});
|
|
|
|
// Seed state from server on first successful load only
|
|
useEffect(() => {
|
|
if (templates && !initialized.current) {
|
|
initialized.current = true;
|
|
setReminderGreeting(templates.reminderGreeting || DEFAULTS.reminderGreeting);
|
|
setNewPatientGreeting(templates.newPatientGreeting || DEFAULTS.newPatientGreeting);
|
|
setGeneralFallback(templates.generalFallback || DEFAULTS.generalFallback);
|
|
}
|
|
}, [templates]);
|
|
|
|
const saveMutation = useMutation({
|
|
mutationFn: async (data: AiChatTemplates) => {
|
|
const res = await apiRequest("PUT", "/api/ai/chat-templates", data);
|
|
if (!res.ok) {
|
|
const err = await res.json().catch(() => null);
|
|
throw new Error(err?.message || "Failed to save templates");
|
|
}
|
|
return res.json();
|
|
},
|
|
onSuccess: () => {
|
|
queryClient.invalidateQueries({ queryKey: ["/api/ai/chat-templates"] });
|
|
toast({ title: "Templates saved", description: "AI chat templates have been updated." });
|
|
},
|
|
onError: (err: any) => {
|
|
toast({ title: "Error", description: err?.message, variant: "destructive" });
|
|
},
|
|
});
|
|
|
|
const handleSubmit = (e: React.FormEvent) => {
|
|
e.preventDefault();
|
|
saveMutation.mutate({
|
|
reminderGreeting: reminderGreeting.trim() || DEFAULTS.reminderGreeting,
|
|
newPatientGreeting: newPatientGreeting.trim() || DEFAULTS.newPatientGreeting,
|
|
generalFallback: generalFallback.trim() || DEFAULTS.generalFallback,
|
|
});
|
|
};
|
|
|
|
const officeName = officeContact?.officeName?.trim() || "";
|
|
|
|
const templates_list = [
|
|
{
|
|
key: "reminder" as const,
|
|
icon: <CalendarCheck className="h-4 w-4 text-primary" />,
|
|
label: "Appointment Reminder Reply",
|
|
description: "Sent when the AI introduces itself after the office sends an appointment reminder.",
|
|
value: reminderGreeting,
|
|
onChange: setReminderGreeting,
|
|
placeholder: DEFAULTS.reminderGreeting,
|
|
},
|
|
{
|
|
key: "newPatient" as const,
|
|
icon: <UserPlus className="h-4 w-4 text-primary" />,
|
|
label: "New Patient Greeting",
|
|
description: "Sent when a new patient texts in for the first time.",
|
|
value: newPatientGreeting,
|
|
onChange: setNewPatientGreeting,
|
|
placeholder: DEFAULTS.newPatientGreeting,
|
|
},
|
|
{
|
|
key: "general" as const,
|
|
icon: <MessageCircle className="h-4 w-4 text-primary" />,
|
|
label: "General Fallback",
|
|
description: "Used when the AI cannot determine the context of the patient's message.",
|
|
value: generalFallback,
|
|
onChange: setGeneralFallback,
|
|
placeholder: DEFAULTS.generalFallback,
|
|
},
|
|
];
|
|
|
|
return (
|
|
<Card>
|
|
<CardContent className="py-6 space-y-6">
|
|
{/* Header */}
|
|
<div className="flex items-center gap-2">
|
|
<Bot className="h-5 w-5 text-primary" />
|
|
<h3 className="text-lg font-semibold">AI Chat Templates</h3>
|
|
</div>
|
|
<p className="text-sm text-muted-foreground">
|
|
Customize how your AI assistant introduces itself and responds to patients. Use{" "}
|
|
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{officeName}"}</code>{" "}
|
|
as a placeholder — it will be replaced automatically with your dental office name.
|
|
</p>
|
|
|
|
{/* Office name hint */}
|
|
{officeName && (
|
|
<div className="flex items-center gap-2 text-xs text-muted-foreground bg-muted/50 rounded px-3 py-2">
|
|
<Info className="h-3.5 w-3.5 flex-shrink-0" />
|
|
<span>
|
|
<span className="font-medium">{"{officeName}"}</span> will display as{" "}
|
|
<span className="font-medium text-foreground">"{officeName}"</span>
|
|
</span>
|
|
</div>
|
|
)}
|
|
|
|
{isLoading ? (
|
|
<p className="text-sm text-muted-foreground">Loading templates...</p>
|
|
) : (
|
|
<form onSubmit={handleSubmit} className="space-y-6">
|
|
{templates_list.map((t) => (
|
|
<div key={t.key} className="space-y-2">
|
|
<div className="flex items-center gap-2">
|
|
{t.icon}
|
|
<span className="text-sm font-medium">{t.label}</span>
|
|
</div>
|
|
<p className="text-xs text-muted-foreground">{t.description}</p>
|
|
<Textarea
|
|
value={t.value}
|
|
onChange={(e) => t.onChange(e.target.value)}
|
|
placeholder={t.placeholder}
|
|
rows={3}
|
|
className="text-sm resize-none"
|
|
/>
|
|
{/* Live preview */}
|
|
{officeName && t.value.includes("{officeName}") && (
|
|
<p className="text-xs text-muted-foreground italic pl-1">
|
|
Preview: {preview(t.value, officeName)}
|
|
</p>
|
|
)}
|
|
</div>
|
|
))}
|
|
|
|
<div className="flex items-center gap-3 pt-2">
|
|
<Button
|
|
type="submit"
|
|
disabled={saveMutation.isPending}
|
|
className="bg-teal-600 hover:bg-teal-700 text-white"
|
|
>
|
|
{saveMutation.isPending ? "Saving..." : "Save Templates"}
|
|
</Button>
|
|
<Button
|
|
type="button"
|
|
variant="ghost"
|
|
className="text-xs text-muted-foreground"
|
|
onClick={() => {
|
|
setReminderGreeting(DEFAULTS.reminderGreeting);
|
|
setNewPatientGreeting(DEFAULTS.newPatientGreeting);
|
|
setGeneralFallback(DEFAULTS.generalFallback);
|
|
}}
|
|
>
|
|
Reset to defaults
|
|
</Button>
|
|
</div>
|
|
</form>
|
|
)}
|
|
</CardContent>
|
|
</Card>
|
|
);
|
|
}
|