feat: AI SMS reminder flow with two-message intro, smart reschedule with availability checks
- Reminder flow: send AI self-introduction as message 1 (Twilio REST API), intent response as message 2 (TwiML) so intro always arrives first - LangGraph reminder graph: classify yes/no/other from patient reply; 'no' now asks 'When would you like to reschedule?' directly - Reschedule flow: new asked_reschedule_datetime stage replaces multi-step ASAP/next-week flow - Date-only reply (e.g. '5/18'): ask for time separately, then confirm - Date+time reply (e.g. '5/18 at 10am'): go straight to confirmation - new asked_reschedule_time_for_date and asked_reschedule_confirm_datetime stages - Date/time parsing: regex handles M/D and am/pm formats first; falls back to Gemini for natural language - Day-level office hours check: if requested day is closed (e.g. Sunday), reply 'Our office is closed on [date]. Choose another day?' - Time-level office hours check: if requested time is outside working hours (e.g. 12pm during lunch), reply with actual hours (e.g. '9:00 am – 12:00 pm and 1:00 pm – 5:00 pm') - Slot availability check: verifies no conflicting appointment for same staff member - After appointment confirmed: patient thank-you reply triggers warm closing with upcoming appointment time - Schedule page: office hours summary bar above grid showing today's configured hours with link to settings Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Gitead
@@ -17,7 +17,10 @@ export type ConversationStage =
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| "asked_reschedule_preference"
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| "asked_reschedule_asap"
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| "asked_reschedule_next_week"
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| "asked_reschedule_time";
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| "asked_reschedule_time"
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| "asked_reschedule_datetime"
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| "asked_reschedule_time_for_date"
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| "asked_reschedule_confirm_datetime";
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// ── Conversation stage + AI handoff per patient (DB-persisted) ────────────────
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@@ -75,8 +78,9 @@ export async function startRescheduleConversation(userId: number, patientId: num
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// ── Pending reschedule (in-memory — seconds-lived within a single exchange) ───
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interface PendingReschedule {
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newDate: Date;
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dayLabel: string;
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newDate: Date;
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dayLabel: string;
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startTime?: string; // "HH:MM" — set when full datetime was parsed together
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}
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const pendingRescheduleStore = new Map<string, PendingReschedule>();
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@@ -19,7 +19,7 @@ function classifyNode(state: GraphStateType) {
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const text = state.message.toLowerCase().trim();
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const yesPatterns = /\b(yes|yeah|yep|yup|sure|ok|okay|confirmed|confirm|will be there|sounds good|see you|great|perfect|absolutely|definitely|sí|si|claro|por supuesto|confirmo|de acuerdo|seguro|estaré|sim|confirmado|com certeza|好的|确认|可以|好|明白|نعم|حسنا|موافق|wi|dakò|oke)\b/;
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const noPatterns = /\b(no|nope|can't|cannot|won't|not available|unavailable|cancel|reschedule|busy|sorry|unable|not coming|not going|no puedo|no podré|cancelar|reprogramar|ocupado|lo siento|não posso|não vou|reagendar|占线|无法|取消|لا|لا أستطيع|إلغاء|pa kapab|pa ka)\b/;
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const noPatterns = /\b(no|nope|can't|cannot|won't|not available|unavailable|cancel|reschedule|busy|sorry|unable|not coming|not going|no puedo|no podré|cancelar|reprogramar|ocupado|lo siento|não posso|não vou|reagendar|占线|无法|取消|لا|لا أستطيع|إلغاء|pa kapab|pa ka|can not make|cannot make|not make|make it)\b/;
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if (yesPatterns.test(text)) return { intent: "yes" };
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if (noPatterns.test(text)) return { intent: "no" };
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@@ -51,13 +51,13 @@ function buildConfirmFallback(lang: string, apptDatetime: string): string {
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// ── Reschedule fallbacks ──────────────────────────────────────────────────────
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const RESCHEDULE_FALLBACKS: Record<string, string> = {
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English: "It is understandable! Would you like to reschedule?",
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Spanish: "¡Lo entendemos! ¿Le gustaría reprogramar su cita?",
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Portuguese: "Entendemos! Gostaria de reagendar a sua consulta?",
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Mandarin: "我们理解！您想重新安排预约吗？",
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Cantonese: "我們理解！您想重新安排預約嗎？",
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Arabic: "نتفهم ذلك! هل تود إعادة جدولة موعدك؟",
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"Haitian Creole": "Nou konprann! Èske ou ta renmen repwograme randevou ou?",
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English: "It is understandable! When would you like to reschedule?",
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Spanish: "¡Lo entendemos! ¿Cuándo le gustaría reprogramar su cita?",
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Portuguese: "Entendemos! Quando gostaria de reagendar a sua consulta?",
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Mandarin: "我们理解！您想什么时候重新安排预约？",
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Cantonese: "我們理解！您想幾時重新安排預約？",
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Arabic: "نتفهم ذلك! متى تود إعادة جدولة موعدك؟",
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"Haitian Creole": "Nou konprann! Ki lè ou ta renmen repwograme randevou ou?",
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};
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// ── New-appointment fallbacks (other intent, appointment keywords detected) ───
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@@ -101,7 +101,7 @@ async function confirmNode(state: GraphStateType, config: any) {
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{
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role: "system",
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content:
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`You are a friendly dental office assistant. Write a short, warm SMS reply (1-2 sentences max) thanking the patient for confirming their appointment and reminding them of the date and time.${apptClause} You MUST reply in ${lang} regardless of the language the patient used. Do not add any formatting or extra text.`,
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`You are a friendly dental office assistant. Write a short, warm SMS reply (1-2 sentences max) thanking the patient for confirming their appointment and reminding them of the date and time.${apptClause} You MUST reply in ${lang}. Do not add any formatting or extra text.`,
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},
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{ role: "user", content: `Patient replied: "${state.message}"` },
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]);
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@@ -113,7 +113,7 @@ async function confirmNode(state: GraphStateType, config: any) {
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async function rescheduleNode(state: GraphStateType, config: any) {
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const apiKey: string | undefined = config?.configurable?.apiKey;
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const lang = state.language || "English";
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const lang = state.language || "English";
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const fallback = state.rescheduleGreeting || (RESCHEDULE_FALLBACKS[lang] ?? RESCHEDULE_FALLBACKS["English"]!);
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if (!apiKey) return { reply: fallback };
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@@ -124,7 +124,7 @@ async function rescheduleNode(state: GraphStateType, config: any) {
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{
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role: "system",
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content:
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`You are a friendly dental office assistant. The patient cannot make their appointment. Write a short, empathetic SMS reply (1 sentence max) that says it is understandable and asks if they would like to reschedule. You MUST reply in ${lang} regardless of the language the patient used. Do not add any formatting or extra text.`,
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`You are a friendly dental office assistant. The patient cannot make their appointment. Write a short, empathetic SMS reply (1-2 sentences max) acknowledging they can't make it and asking when they would like to reschedule. You MUST reply in ${lang}. Do not add any formatting or extra text.`,
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},
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{ role: "user", content: `Patient replied: "${state.message}"` },
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]);
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@@ -149,7 +149,7 @@ async function otherNode(state: GraphStateType, config: any) {
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const response = await llm.invoke([
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{
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role: "system",
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content: `You are a friendly dental office AI assistant named Lisa. The patient wants to schedule an appointment. Ask them in ${lang} whether they are a new patient or an existing patient. One sentence, no formatting.`,
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content: `You are a friendly dental office AI assistant. The patient wants to schedule an appointment. Ask them in ${lang} whether they are a new patient or an existing patient. One sentence, no formatting.`,
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},
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{ role: "user", content: `Patient said: "${state.message}"` },
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]);
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@@ -166,7 +166,7 @@ async function otherNode(state: GraphStateType, config: any) {
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const response = await llm.invoke([
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{
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role: "system",
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content: `You are a friendly dental office AI assistant named Lisa. Respond helpfully to the patient's message in ${lang}. Keep it to 1-2 sentences, no formatting. For non-dental questions, let them know our office staff can assist.`,
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content: `You are a friendly dental office AI assistant. Respond helpfully to the patient's message in ${lang}. Keep it to 1-2 sentences, no formatting. For non-dental questions, let them know our office staff can assist.`,
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},
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{ role: "user", content: `Patient said: "${state.message}"` },
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]);
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File diff suppressed because it is too large
Load Diff
@@ -266,12 +266,39 @@ router.post("/webhook/sms", async (req: Request, res: Response): Promise<any> =>
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return res.send(twimlReply(text));
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};
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// ── Stage: reminder_initial → send reminder greeting ─────────────────
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// ── Stage: reminder_initial → two messages: 1) AI intro, 2) intent response ──
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if (stage === "reminder_initial") {
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const rawGreeting = chatTemplates.reminderGreeting ||
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`Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7. I will reply your message at any time you need.`;
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`Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7.`;
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const introText = applyOfficeName(rawGreeting, officeName);
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return reply(applyOfficeName(rawGreeting, officeName), "greeted");
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// Use Google AI (LangGraph) to read the patient's reply and classify yes/no
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const apptDatetime = await getAppointmentDatetime(patient.id);
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const { reply: intentReply, intent } = await runReminderGraph(
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Body, aiSettings.apiKey, language, apptDatetime,
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chatTemplates.rescheduleGreeting, chatTemplates.generalFallback
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);
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if (intentReply) {
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let nextStage: ConversationStage;
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if (intent === "no") nextStage = "asked_reschedule_datetime";
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else if (intent === "wants_appointment") nextStage = "asked_new_or_existing";
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else nextStage = "done";
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// Send message 1 (AI intro) via REST API — queued FIRST in Twilio so it arrives first
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const twilioSettings = await storage.getTwilioSettings(patient.userId);
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if (twilioSettings) {
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const client = twilio(twilioSettings.accountSid, twilioSettings.authToken);
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await client.messages.create({ body: introText, from: twilioSettings.phoneNumber, to: From });
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await saveOutbound(patient.id, introText);
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}
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// Send message 2 (yes/no response) via TwiML — queued SECOND
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return reply(intentReply, nextStage);
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}
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// No clear intent detected — send only the intro and wait for next reply
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return reply(introText, "greeted");
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}
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// ── Stage: greeted → classify yes/no for appointment reminder ────────
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@@ -283,7 +310,7 @@ router.post("/webhook/sms", async (req: Request, res: Response): Promise<any> =>
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);
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if (aiReply) {
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let nextStage: ConversationStage;
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if (intent === "no") nextStage = "asked_reschedule_confirm";
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if (intent === "no") nextStage = "asked_reschedule_datetime";
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else if (intent === "wants_appointment") nextStage = "asked_new_or_existing";
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else nextStage = "done";
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return reply(aiReply, nextStage);
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@@ -292,9 +319,10 @@ router.post("/webhook/sms", async (req: Request, res: Response): Promise<any> =>
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// ── Rescheduling flow stages ───────────────────────────────────────────
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const rescheduleStages: ConversationStage[] = [
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"asked_reschedule_confirm", "asked_reschedule_preference",
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"asked_reschedule_asap", "asked_reschedule_next_week",
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"asked_reschedule_time",
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"asked_reschedule_confirm", "asked_reschedule_preference",
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"asked_reschedule_asap", "asked_reschedule_next_week",
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"asked_reschedule_time", "asked_reschedule_datetime",
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"asked_reschedule_time_for_date", "asked_reschedule_confirm_datetime",
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];
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if (rescheduleStages.includes(stage)) {
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const { reply: aiReply, nextStage } = await runRescheduleStep(
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@@ -412,6 +440,56 @@ router.post("/webhook/sms", async (req: Request, res: Response): Promise<any> =>
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return reply(aiReply, nextStage);
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}
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// ── Stage: done → closing thank-you reply ────────────────────────────
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// When the patient sends a thank-you / acknowledgement after the conversation
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// is complete, reply warmly with their upcoming appointment time.
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if (stage === "done") {
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const isThanks = /\b(thank|thanks|thank you|ty|ok|okay|great|perfect|sounds good|got it|understood|alright|appreciate|wonderful|excellent|awesome|cool|nice|good)\b/i.test(Body);
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if (isThanks) {
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const apptDatetime = await getAppointmentDatetime(patient.id);
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const CLOSING: Record<string, string> = {
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English: apptDatetime
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? `Thank you for choosing our office! We look forward to seeing you on ${apptDatetime}.`
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: `Thank you for choosing our office! We look forward to seeing you soon.`,
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Spanish: apptDatetime
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? `¡Gracias por elegirnos! Le esperamos el ${apptDatetime}.`
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: `¡Gracias por elegirnos! Le esperamos pronto.`,
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Portuguese: apptDatetime
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? `Obrigado por nos escolher! Aguardamos sua visita em ${apptDatetime}.`
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: `Obrigado por nos escolher! Aguardamos sua visita em breve.`,
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Mandarin: apptDatetime
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? `感谢您选择我们！期待在 ${apptDatetime} 见到您。`
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: `感谢您选择我们！期待很快见到您。`,
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Cantonese: apptDatetime
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? `感謝您選擇我們！期待在 ${apptDatetime} 見到您。`
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: `感謝您選擇我們！期待很快見到您。`,
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Arabic: apptDatetime
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? `شكراً لاختيارك عيادتنا! نتطلع إلى رؤيتك في ${apptDatetime}.`
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: `شكراً لاختيارك عيادتنا! نتطلع إلى رؤيتك قريباً.`,
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"Haitian Creole": apptDatetime
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? `Mèsi dèske ou chwazi nou! N'ap tann ou ${apptDatetime}.`
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: `Mèsi dèske ou chwazi nou! N'ap tann ou byento.`,
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};
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const fallback = CLOSING[language] ?? CLOSING["English"]!;
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if (aiSettings?.apiKey && apptDatetime) {
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try {
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const { ChatGoogleGenerativeAI } = await import("@langchain/google-genai");
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const llm = new ChatGoogleGenerativeAI({ model: "gemini-1.5-flash", apiKey: aiSettings.apiKey });
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const res = await llm.invoke([
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{
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role: "system",
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content: `You are a friendly dental office AI assistant. The patient just said "${Body}" after completing a conversation. Reply warmly in ${language}, thanking them for choosing the office and reminding them of their upcoming appointment on ${apptDatetime}. 1-2 sentences, no formatting.`,
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},
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{ role: "user", content: Body },
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]);
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const aiMsg = String(res.content).trim();
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if (aiMsg) return reply(aiMsg, "done");
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} catch { /* fall through to fallback */ }
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}
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return reply(fallback, "done");
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}
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}
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// ── Stage: initial (no active conversation) ───────────────────────────
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// Check after-hours: if enabled and currently outside office hours → start new-patient flow
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if (stage === "initial" || stage === "done") {
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