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Oasis Insight Integration

SmartBot360 makes it easy to have bots create Oasis Insight cases. Here are the steps.

STEP 1

Enroll in the CharityTracker + OasisInsight API Program to receive your API key. Read more about it here: API Beta Program

STEP 2

Go to your SmartBot360 Management Dashboard. Go to the SETTINGS page, and under Integrations select Oasis Insight. Specify your Oasis Insight account information as shown below:

Then click the Save Changes button.

STEP 3

Go to CHATBOTS to create a Flow Diagram bot. The bot should collect some information about the end user (first and last name are necessary) and then create the ticket. You can use the User Profile box to collect user profile information as shown below.

Note that the twelve variables (user_email, user_fname, user_lname, user_phone, user_dob, user_streetaddress, user_unitno, user_city, user_zip, user_state, user_race, user_gender) were collected in the first eight boxes of the diagram. Although as mentioned earlier, only the first and last name are needed, but we could add the other fields for more data. When the bot execution reaches the Oasis Insight box, it will create a Oasis Insight case for the end user specified in the fields displayed on the left.

LIMITATIONS

  • The our integration with Oasis uses many API calls during the contact creation. Oasis does not have a single API call that we can use to insert multiple field data at once such as (address, phone, county, etc), so a single API call is needed to fill these fields. This may cause the Oasis node to take a while to pass through.

  • To go in depth in the County field’s limitation, we don’t have a way to fetch all of the Oasis account’s counties at once. The results are paginated (with a limit of 10), so we call another API request to get the next page’s results. (e.g. if the Oasis account has 76 counties, we need to call the API request 8 times).