Page Comparison

Objective

To ensure that our AI ordering bot for Grouchos Deli only submits orders that are accurate, meet all item requirements, and include no erroneous or incorrect options. This process will validate each item in real-time as it’s added and store it for final review and submission.

Process Overview

1. Real-Time Item Validation
   Each item is validated for required options as it is added. This includes:

   • Validating required fields (e.g., mandatory toppings, sizes).

   • Ensuring no erroneous options are added (e.g., options that shouldn’t apply to that item).

2. Final Validation and Recap
   At the end of the ordering process, the bot will perform a final validation by recalling all items stored in an orderItems array, confirming the order’s accuracy, and calculating the total.

Detailed Steps

1. Initiate Order Collection

   • Step 1: Ask if the order is for takeout or delivery.

   • Step 2: Ask if the order is for immediate preparation or at a specific time.

2. Collect Items and Validate Real-Time
   For each item the user wants to add:

   • Step 3a: Match the user’s input to the closest menu item (ItemName).

   • Step 3a1:

     • If ItemName options = True:

       • Retrieve the menuItemID for the item.

       • Fetch item details (required/optional options) using the 'getMenuItemInfo' tool.

     • Step 3a2:

       • If ItemName options = False:

         • Add the item directly to the orderItems array and proceed.

   • Step 3b: For items with options:

     • Use the getMenuItemInfo tool to fetch the item’s option requirements.

     • Follow instructions to guide the user through required and optional options for that item.

   • Step 3c: Validate each item in real-time by:

     • Calling the ValidateOrder tool with the item’s menuItemID and selected options to ensure all required options are chosen.

     • If validation fails, prompt the user to provide missing information, adjusting options as needed.

   • Step 3d: Once validated, add the item to an orderItems array with its quantity and options.

   • Step 4: Ask, "What else can I get for you?"

     • Repeat Steps 3a–3d for each additional item.

3. Store Validated Items

   • All validated items are stored in the orderItems array with complete details (item ID, quantity, options).

   • This array serves as a record to enable accurate final review and total calculation.

4. Final Validation and Recap

   • Step 4a: Perform a last validation on the orderItems array:

     • Ensure that all required fields for each item are met.

     • Verify that there are no duplicate or incorrect options.

   • If the ValidateOrder tool returns any errors at this stage, prompt the user to make adjustments.

   • Step 5: Recap the Order

     • List each item, including selected options and quantities, and present the total to the user.

     • Avoid breaking down individual prices unless specifically asked.

5. Order Confirmation and Submission

   • Step 6: Confirm the user’s phone number for SMS order confirmation.

   • Trigger the sendConfirmationSMS tool, including phoneNumber, customerName, orderType, deliveryAddress, orderTime, orderItems, and orderTotal.

   • Await confirmation from the sendConfirmationSMS tool before proceeding.

   • Step 7: End the call with a confirmation that the order has been placed.

Validation Tools Overview

1. getMenuItemInfo Tool:

   • Used to fetch menu item details, including required and optional options.

   • Triggered after identifying a menu item with options.

2. ValidateOrder Tool:

   • Used at two stages:

     • Real-Time Validation: For each item as it’s added, to confirm all required fields are met.

     • Final Validation: On the full orderItems array to ensure completeness before submission.

3. sendConfirmationSMS Tool:

   • Used to send an SMS confirmation after final validation.

   • Includes complete order details for the user’s review.

Final Order Object Format

...

orderItems: An array where each entry contains:

• menuItemID: Unique ID of the item.

• itemName: Name of the item.

• quantity: Number of units.

• selectedOptions: List of selected options, specifying required and optional fields.

...

Here's a comprehensive summary of the changes we've implemented across both Pipedream and VAPI, including the tools, workflows, and prompt updates, along with what's left to finalize the order validation system.

...

1. Changes in Pipedream

Workflows Created or Updated:

1. ValidateItem Workflow:

   • Purpose: Validates individual items during the ordering process by checking required options.

   • Endpoint: URL for calling this workflow is provided to VAPI for real-time validation as each item is added to the order.

   • Code Summary:

     • Receives menuItemID and selectedOptions.

     • Looks up required fields based on the menuItemID.

     • Checks selectedOptions to ensure all required fields are present.

     • Returns a 400 status if required fields are missing, or 200 if validation is successful.

2. OrderObject Workflow:

   • Purpose: Performs a final validation of the complete order, ensuring that all items have their required options correctly populated before finalizing the order.

   • Endpoint: URL for calling this workflow is configured to be used in the final validation step.

   • Code Summary:

     • Receives the orderItems list.

     • Iterates through each item to check for missing required options based on the item ID.

     • Returns validation errors for any item missing required options, or a 200 status if all items pass validation.

Renaming for Clarity:

• Renamed ValidateOrder to ValidateItem to clarify its function as a tool for individual item validation during the ordering process rather than validating the whole order.

...

2. Changes in VAPI

Tools Configured in VAPI:

1. ValidateItem Tool:

   • Purpose: Triggered each time a new item is added to the order. It validates that required options are fulfilled for each individual item.

   • Properties:

     • menuItemID: The unique identifier for the menu item.

     • selectedOptions: A list of selected options to be validated against the required fields for the item.

   • Endpoint: Points to the ValidateItem workflow URL in Pipedream.

2. OrderObjectValidator Tool (Final Validation Tool):

   • Purpose: Performs the final validation of the entire order once all items have been added, ensuring all items have their required fields populated.

   • Properties:

     • orderItems: A comprehensive list of all items in the order, including nested options.

   • Endpoint: Points to the OrderObject workflow URL in Pipedream.

Prompt Adjustments in VAPI:

Updated prompt to incorporate real-time validation and final validation steps:

- Step 3: Ask: "What would you like to order today?" and wait for the user's response.
  - Step 3a: Analyze the user's response to match the closest {{ItemName}}. If there are multiple options, clarify with user.
    - Step 3a1: If {{ItemName}} options = True, YOU MUST use the {{ItemName}} to retrieve the {{menuItemID}} and proceed to Step 3b.
    - Step 3a2: If {{ItemName}} options = False, let the user know you are adding the requested {{ItemName}} directly to the cart and proceed to Step 4.

  - Step 3b: Trigger the 'getMenuItemInfo' tool using {{menuItemID}} to fetch {{ItemName}} details and say: "I'm adding the {{ItemName}} now!"

  - Step 3c: Strictly follow the instructions provided in the result to guide the user through any available options.

  - Step 3d: Validate the item by calling the 'ValidateItem' tool after collecting options.
    - If validation fails, ask clarifying questions based on missing requirements.
    - Once validated, add the item to the order and proceed to Step 4.

- Step 4: Ask, "What else can I get for you?".
  - If the user requests something else, proceed back to Step 3a.
  - If the user is done, proceed to Step 4a.

- Step 4a: Perform a final validation for the entire order by calling the 'OrderObjectValidator' tool.
  - If validation passes, proceed to Step 5.
  - If validation fails, list missing required options and guide the user to correct them.

...

What's Left to Do

1. Testing and Validation:

   • Ensure both ValidateItem and OrderObjectValidator tools can handle deeply nested options and any min/max requirements on options.

   • Test both workflows for a variety of items to confirm they capture missing options accurately.

2. Error Handling and Re-prompts:

   • Finalize how VAPI handles responses with a 400 status:

     • Guide the user to add missing required options based on Pipedream’s response.

   • Implement retries in VAPI if validation fails multiple times.

3. Confirm Storage in Temporary Order Object:

   • Confirm that validated items are stored properly after passing ValidateItem checks to allow seamless use by OrderObjectValidator for the final validation.

4. Final End-to-End Test:

   • Complete a comprehensive end-to-end test, from item addition through order recap and final confirmation, to ensure the flow is intuitive and error-free for users.

Let me know if you'd like to proceed with testing or if there’s a specific step you'd like to revisit!


Here's a detailed approach to implementing error handling in the order validation flow. We'll focus on handling errors both during individual item validation with ValidateItem and during the final order check with OrderObjectValidator.

...

Error Handling in the ValidateItem Tool

Purpose:

ValidateItem ensures each item’s required fields are met as it’s added. When an error (400 status) occurs, we need to prompt the user to provide any missing information.

Steps for Error Handling:

1. Receive the Error Response from Pipedream:

   • If the ValidateItem workflow in Pipedream returns a 400 status, the response will include a list of missingFields that were not fulfilled.

2. Extract and Interpret Missing Information:

   • Extract the missingFields list from the response.

   • Based on the fields missing, structure a user-friendly prompt. For example:

     • If the missing field is "sauce", the prompt could be: "Could you please specify the sauce you’d like for your item?"

3. Re-prompt the User:

   • Return to the specific option prompt for each missing field, asking the user to select or specify the missing information.

   • Ensure the prompt is clear, mentioning the exact field needed (e.g., "It looks like I need the sauce choice for your Philly Cheesesteak to proceed. Could you provide that?").

4. Repeat Validation Check:

   • After collecting the required options, call ValidateItem again to confirm if all required fields are now present.

   • If validation passes (200 status), add the item to the order.

   • If validation fails again (still a 400 status), repeat the re-prompt and re-validation until all requirements are fulfilled.

   • Set a limit (e.g., 3 attempts) to avoid an infinite loop if the user does not provide the needed information. After three attempts, consider an escalation prompt like: "I’m having trouble collecting the required details. Would you like help with this item or to skip it?"

...

Error Handling in the OrderObjectValidator Tool

Purpose:

The OrderObjectValidator workflow validates the entire order’s completeness at the end. If it detects any missing fields, we’ll prompt the user to finalize missing details.

Steps for Error Handling:

1. Receive the Final Validation Error Response:

   • If OrderObjectValidator returns a 400 status, the response will contain a list of errors detailing each item with missing fields.

   • The structure of the response would look like:

     Code Block
     json

     Copy code

     { "status": 400, "message": "Validation failed", "errors": [ { "itemName": "Philly Cheesesteak", "missingFields": ["sauce", "side"] }, { "itemName": "Coca-Cola Freestyle Machine", "missingFields": ["flavor"] } ] }

2. Parse and Generate Re-prompts for Missing Fields:

   • For each item with missing fields, generate a prompt to gather the missing information.

   • Example: If the OrderObjectValidator response shows missing options for "sauce" and "side" on the Philly Cheesesteak, the prompts could be:

     • "To complete your Philly Cheesesteak, please select a sauce."

     • "Could you also choose a side for your Philly Cheesesteak?"

3. Re-validate the Order:

   • After re-collecting all required fields for each item, run OrderObjectValidator again to confirm if the order now meets all requirements.

   • If validation passes (200 status), proceed with the order confirmation.

   • If validation fails again (400 status), provide a more direct message or escalate as needed, such as: "I’m still missing some information to complete your order. Would you like to review your items with me?"

...

Implementing a Response Structure in VAPI

To ensure the validation process and error handling flow smoothly:

1. Response Handling Logic:

   • Create response-handling logic within VAPI to distinguish between a 200 (success) and a 400 (error) status from Pipedream.

   • For a 400 status, parse the missingFields to format user-friendly prompts.

2. Retry Count and Escalation:

   • Set a retry counter to limit the number of re-prompt attempts to the user. If a user reaches the retry limit without fulfilling the missing fields, escalate the prompt or offer to skip the item.

   • Example logic:

     Code Block
     javascript

     Copy code

     let retryCount = 0; const maxRetries = 3; while (response.status === 400 && retryCount < maxRetries) { // Re-prompt for missing information // Collect user input and re-validate retryCount++; } if (retryCount === maxRetries) { // Escalate or offer alternative options }

3. Confirmation and Completion:

   • Once all items are successfully validated, confirm with the user that their order is complete and ready for processing.

   • At this point, proceed to the final summary and SMS confirmation if all fields are validated successfully.

...

Testing Recommendations

1. Test Scenarios for ValidateItem:

   • Test with various items, some with missing fields and some complete, to ensure it prompts correctly based on missing fields.

   • Test multiple validation failures and observe if the tool escalates or prompts as expected.

2. Test Scenarios for OrderObjectValidator:

   • Test with full orders where some items have incomplete fields.

   • Ensure re-prompts collect and update information correctly for final validation.