feat: add internal AI chat assistant and AI Input Agent page
- Add Gemini-powered internal staff chatbot (free-text input in the upper-right bot panel): type "check MARIA GONZALES" to search patient and pre-fill eligibility, or "open claims" to navigate directly - Add /api/ai/internal-chat endpoint with LangGraph + Google Gemini classifier (intent: check_eligibility, find_patient, navigate_*) - Add Users AI Chat settings section in Settings > Advanced > AI Chat to configure a custom system prompt for the internal assistant - Store internal chat system prompt in existing twilioSettings JSON blob (no DB migration needed) - Add AI Input Agent sidebar entry and placeholder page describing planned keyboard-automation typing into Open Dental / Eaglesoft Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
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@@ -6,7 +6,7 @@ import { Textarea } from "@/components/ui/textarea";
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import { Switch } from "@/components/ui/switch";
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import { useToast } from "@/hooks/use-toast";
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import { apiRequest, queryClient } from "@/lib/queryClient";
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import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, GitFork, MessageSquare, Trash2, Plus, Zap } from "lucide-react";
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import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, GitFork, MessageSquare, Trash2, Plus, Zap, SlidersHorizontal } from "lucide-react";
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import { Tabs, TabsList, TabsTrigger, TabsContent } from "@/components/ui/tabs";
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// ─── Types ────────────────────────────────────────────────────────────────────
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@@ -609,6 +609,133 @@ function NewPatientFlow() {
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);
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}
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// ─── Users AI Chat (internal staff assistant) config ─────────────────────────
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const INTERNAL_CHAT_PLACEHOLDER =
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`Examples of custom context you can add:
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• "This office primarily treats MassHealth patients — always prefer MassHealth eligibility checks."
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• "When a patient name is typed, also show their upcoming appointment if available."
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• "Default provider is Mary Scannell."`;
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function InternalChatSettingsCard() {
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const { toast } = useToast();
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const [systemPrompt, setSystemPrompt] = useState("");
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const initialized = useRef(false);
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const { data, isLoading } = useQuery<{ systemPrompt: string }>({
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queryKey: ["/api/ai/internal-chat-settings"],
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queryFn: async () => {
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const res = await apiRequest("GET", "/api/ai/internal-chat-settings");
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if (!res.ok) return { systemPrompt: "" };
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return res.json();
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},
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staleTime: Infinity,
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refetchOnWindowFocus: false,
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});
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useEffect(() => {
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if (data && !initialized.current) {
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initialized.current = true;
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setSystemPrompt(data.systemPrompt ?? "");
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}
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}, [data]);
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const saveMutation = useMutation({
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mutationFn: async (prompt: string) => {
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const res = await apiRequest("PUT", "/api/ai/internal-chat-settings", { systemPrompt: prompt });
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if (!res.ok) throw new Error("Failed to save");
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return res.json();
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},
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ["/api/ai/internal-chat-settings"] });
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toast({ title: "Users AI Chat settings saved" });
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},
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onError: () => {
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toast({ title: "Error", description: "Failed to save settings.", variant: "destructive" });
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},
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});
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return (
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<Card>
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<CardContent className="py-6 space-y-5">
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<div className="flex items-center gap-2">
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<SlidersHorizontal className="h-5 w-5 text-primary" />
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<h3 className="text-lg font-semibold">Users AI Chat</h3>
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</div>
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<p className="text-sm text-muted-foreground">
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Configure the AI assistant available to staff via the{" "}
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<span className="font-medium text-foreground">bot icon</span> in the top-right corner.
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Staff can type natural language commands such as{" "}
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<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">"check MARIA GONZALES"</code>{" "}
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to search for a patient and pre-fill their eligibility check, or{" "}
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<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">"open claims"</code>{" "}
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to navigate directly to a page.
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</p>
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{/* Capability summary */}
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<div className="grid grid-cols-1 sm:grid-cols-3 gap-3 text-xs">
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{[
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{ icon: "🔍", label: "Patient search", desc: 'e.g. "find GONZALES"' },
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{ icon: "🏥", label: "Eligibility prefill", desc: 'e.g. "check MARIA DE LA CRUZ"' },
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{ icon: "🗺️", label: "Navigation", desc: 'e.g. "open claims", "schedule"' },
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].map((c) => (
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<div key={c.label} className="flex items-start gap-2 rounded-lg border bg-muted/30 p-3">
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<span className="text-base leading-none">{c.icon}</span>
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<div>
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<p className="font-medium text-foreground">{c.label}</p>
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<p className="text-muted-foreground mt-0.5">{c.desc}</p>
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</div>
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</div>
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))}
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</div>
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{/* Additional context / system prompt */}
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<div className="space-y-1.5">
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<div className="flex items-center gap-2">
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<Bot className="h-4 w-4 text-primary" />
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<span className="text-sm font-medium">Additional AI Context</span>
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</div>
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<p className="text-xs text-muted-foreground">
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Optional instructions injected into the AI's system prompt. Use this to describe your
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practice's preferences, common shortcuts, or patient demographics.
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</p>
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{isLoading ? (
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<p className="text-sm text-muted-foreground">Loading...</p>
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) : (
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<Textarea
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value={systemPrompt}
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onChange={(e) => setSystemPrompt(e.target.value)}
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placeholder={INTERNAL_CHAT_PLACEHOLDER}
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rows={5}
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className="text-sm resize-none"
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/>
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)}
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</div>
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<div className="flex items-center gap-3 pt-1">
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<Button
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disabled={saveMutation.isPending || isLoading}
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className="bg-teal-600 hover:bg-teal-700 text-white"
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onClick={() => saveMutation.mutate(systemPrompt)}
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>
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{saveMutation.isPending ? "Saving..." : "Save"}
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</Button>
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{systemPrompt && (
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<Button
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variant="ghost"
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className="text-xs text-muted-foreground"
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onClick={() => setSystemPrompt("")}
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>
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Clear
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</Button>
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)}
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</div>
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</CardContent>
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</Card>
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);
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}
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// ─── Main component ───────────────────────────────────────────────────────────
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export function AiChatSettingsCard() {
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@@ -1068,6 +1195,9 @@ export function AiChatSettingsCard() {
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</CardContent>
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</Card>
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{/* ── Section 3: Users AI Chat ─────────────────────────────── */}
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<InternalChatSettingsCard />
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</div>
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);
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}
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