Atlassian uses cookies to improve your browsing experience, perform analytics and research, and conduct advertising. Accept all cookies to indicate that you agree to our use of cookies on your device.
Atlassian cookies and tracking notice, (opens new window)
Atlassian uses cookies to improve your browsing experience, perform analytics and research, and conduct advertising. Accept all cookies to indicate that you agree to our use of cookies on your device. Atlassian cookies and tracking notice, (opens new window)
Web3Conecta®
  1. Web3Conecta®
  2. Onboarding

Onboarding Conversa-e (Chatbot)

Os campos obrigatórios estão marcados com asterisco*
Desenvolvido por Jira Service Management
{"xsrfToken":"6ceed7dc9c1ae56da3dc206ea078f84cc59f149d_lout","branding":{"id":"11","key":"on","name":"Onboarding","portalBaseUrl":"/servicedesk/customer/portal/11"},"helpCenterBranding":{"logoId":"","isLogoAvailable":false,"helpCenterTitle":"Como podemos ajudar você?","sharedPortalName":"Web3Conecta®","userInitialAnnouncementHeader":"Bem-vindo(a) ao Portal do Cliente","userInitialAnnouncementMessageWiki":"<p>Aqui você encontrará uma ampla variedade de recursos e informações para ajudá-lo(a) a solucionar dúvidas, resolver eventuais problemas e aproveitar ao máximo nossos produtos e serviços.</p>","translations":{"pt-BR":{"helpCenterTitle":"Como podemos ajudar você?","sharedPortalName":"Web3Conecta®","announcementHeader":"Bem-vindo(a) ao Portal do Cliente","announcementMessage":"Aqui você encontrará uma ampla variedade de recursos e informações para ajudá-lo(a) a solucionar dúvidas, resolver eventuais problemas e aproveitar ao máximo nossos produtos e serviços.","localeDisplayName":"português (Brasil)"}},"canEditAnnouncement":false,"siteDefaultLanguageTag":"pt-BR","userLanguageTag":"pt-BR","portalThemeColor":"#59bcb1","helpCenterTitleColor":"#ffffff","bannerMediaApiUrl":"https://api.media.atlassian.com/file/8c4c5c8d-827e-45d4-9539-e84d2038e462/image/cdn?token=eyJhbGciOiJIUzI1NiJ9.eyJpc3MiOiI3OWY0MTI1Yy1iOTRkLTRiZDEtYTliMC00NWJhYjQxMzkzNGUiLCJhY2Nlc3MiOnsidXJuOmZpbGVzdG9yZTpmaWxlOjhjNGM1YzhkLTgyN2UtNDVkNC05NTM5LWU4NGQyMDM4ZTQ2MiI6WyJyZWFkIl19LCJleHAiOjE3Nzg1NDgyMjksIm5iZiI6MTc3ODU0NzYyOX0.0iYX-WuKPxxWSeKh-cAb_EXXiDg0jZV166RVHk2KZnk&client=79f4125c-b94d-4bd1-a9b0-45bab413934e&height=300&mode=fit","bannerMediaApiFileId":"8c4c5c8d-827e-45d4-9539-e84d2038e462","useDefaultBanner":false,"isBannerAvailable":true,"topBarColor":"#59bcb1","topBarTextColor":"#ffffff","hasTopBarBeenSplit":true},"portal":{"id":"11","key":"on","projectId":10037,"serviceDeskId":11,"name":"Onboarding","description":"<p>Bem-vindo ao Onboarding da Web3Conecta®. Estamos muito felizes em tê-lo conosco! <br> Aqui, você encontrará todas as informações e ferramentas necessárias para tornar sua jornada de implantação o mais simples e eficiente possível.</p>","portalBaseUrl":"/servicedesk/customer/portal/11","reqTypes":[{"id":"162","name":"Integração API Oficial do WhatsApp Business","descriptionHtml":"","callToAction":"Integração API Oficial do WhatsApp Business","introHtml":"<p>Integre sua empresa à API Oficial do WhatsApp</p>","icon":10686,"iconUrl":"https://web3conecta.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10686","groups":[18,27],"key":""},{"id":"96","name":"Onboarding Confirma-e","descriptionHtml":"","callToAction":"Onboarding Confirma-e","introHtml":"<p>Se você contratou o Confirma-e, nossa plataforma de confirmação de agenda inteligente, essa é a opção certa.</p>","icon":10547,"iconUrl":"https://web3conecta.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10547","groups":[27],"key":""},{"id":"94","name":"Onboarding Conversa-e (Chatbot)","descriptionHtml":"","callToAction":"Onboarding Conversa-e (Chatbot)","introHtml":"<p>Se você contratou o Conversa-e, nossa plataforma de chatbot incrível, essa é a opção certa.</p>","icon":10549,"iconUrl":"https://web3conecta.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10549","groups":[18],"key":""},{"id":"47","name":"Solicitação enviada por e-mail","descriptionHtml":"","callToAction":"Solicitação enviada por e-mail","introHtml":"<p>Solicitação recebida do seu canal de suporte por e-mail.</p>","icon":10527,"iconUrl":"https://web3conecta.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10527","groups":[],"key":""}],"reqGroups":[{"id":27,"name":"Confirma-e"},{"id":18,"name":"Conversa-e"}],"orderMapping":{"27":[162,96],"18":[162,94]},"kbs":{"kbEnabled":true,"kbLink":{"appLinkId":"93f49a60-19f6-3cfd-a381-5cfa07fa140a","appLinkName":"System Confluence","appLinkUrl":"https://web3conecta.atlassian.net/wiki","spaceKey":"ON1","spaceName":"Onboarding","spaceUrl":"https://web3conecta.atlassian.net/wiki/spaces/ON1","isServer":false},"labels":[],"projectKey":"ON","serviceDeskId":11,"kbLinkDomainURLs":["https://web3conecta.atlassian.net"]},"createPermission":true,"portalAnnouncement":{"portalId":11,"canEditAnnouncement":false,"canAdministerProject":false,"portalProjectKey":"ON","userLanguageHeader":"","userLanguageMessageWiki":"","defaultLanguageHeader":"","defaultLanguageMessage":"","defaultLanguageDisplayName":"português (Brasil)","isUsingLanguageSupport":false,"translations":{}},"canViewCreateRequestForm":true,"isProjectSimplified":false,"mediaApiUploadInformation":{"token":"eyJhbGciOiJIUzI1NiJ9.eyJpc3MiOiI3OWY0MTI1Yy1iOTRkLTRiZDEtYTliMC00NWJhYjQxMzkzNGUiLCJhY2Nlc3MiOnsidXJuOmZpbGVzdG9yZTpjb2xsZWN0aW9uOnVwbG9hZC11c2VyLWNvbGxlY3Rpb24tNTEyMDE3MDcwIjpbInJlYWQiLCJjcmVhdGUiLCJ1cGRhdGUiXSwidXJuOmZpbGVzdG9yZTp1cGxvYWQ6KiI6WyJyZWFkIiwiY3JlYXRlIiwidXBkYXRlIl0sInVybjpmaWxlc3RvcmU6Y2h1bms6KiI6WyJyZWFkIiwiY3JlYXRlIl19LCJleHAiOjE3Nzg1NDg4MjksIm5iZiI6MTc3ODU0NzYyOSwiYW5vbklkIjoiYW5vbi11c2VyIiwiaHR0cHM6Ly9pZC5hdGxhc3NpYW4uY29tL2FwcEFjY3JlZGl0ZWQiOmZhbHNlfQ.lUTKsEZgVWOTn7wCAqHt1pRbJOizjyPpFKJZ_zosHQo","targetCollection":"upload-user-collection-512017070","endpointUrl":"https://api.media.atlassian.com","clientId":"79f4125c-b94d-4bd1-a9b0-45bab413934e","tokenDurationInMins":20},"categories":{"categoriesSupported":true,"categories":[]}},"reqCreate":{"id":94,"projectId":10037,"issueType":{"id":"10054","name":"Tarefa"},"form":{"name":"Onboarding Conversa-e (Chatbot)","descriptionHtml":"","callToAction":"Onboarding Conversa-e (Chatbot)","intro":"<p>Se voc&ecirc; contratou o Conversa-e, nossa plataforma de chatbot incr&iacute;vel, essa &eacute; a op&ccedil;&atilde;o certa.</p>","instructions":"","icon":10549,"iconUrl":"https://web3conecta.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10549","key":""},"fields":[{"fieldType":"text","fieldId":"email","fieldConfigId":"","label":"Confirmação de e-mail para","description":"","descriptionHtml":"","required":true,"displayed":true,"presetValues":[]},{"fieldType":"text","jiraFieldType":"summary","fieldId":"summary","fieldConfigId":"","label":"Resumo","description":"","descriptionHtml":"","required":true,"displayed":false,"presetValues":["Onboarding Conversa-e"]}],"userOrganisations":[],"canBrowseUsers":false,"requestCreateBaseUrl":"/servicedesk/customer/portal/11/create/94","requestValidateBaseUrl":"/servicedesk/customer/portal/11/validate/94","calendarParams":{"firstDay":0,"date":"2026-05-11T22:00:30-0300","useISO8601WeekNumbers":false,"dateIfFormat":"%e/%b/%y","dateTimeIfFormat":"%e/%b/%y %I:%M %p","timeFormat":"12"},"kbs":{"kbEnabled":true,"kbLink":{"appLinkId":"93f49a60-19f6-3cfd-a381-5cfa07fa140a","appLinkName":"System Confluence","appLinkUrl":"https://web3conecta.atlassian.net/wiki","spaceKey":"ON1","spaceName":"Onboarding","spaceUrl":"https://web3conecta.atlassian.net/wiki/spaces/ON1","isServer":false},"labels":[],"projectKey":"ON","serviceDeskId":11,"kbLinkDomainURLs":["https://web3conecta.atlassian.net"]},"canRaiseOnBehalf":false,"canSignupCustomers":false,"canCreateAttachments":true,"attachmentRequiredField":false,"hasGroups":true,"canSubmitWithEmailAddress":false,"showRecaptcha":true,"siteKey":"6LePXLkdAAAAAF4gCNalrL1IvZcqbNbZf_Zakudd","mediaApiUploadInformation":{"token":"eyJhbGciOiJIUzI1NiJ9.eyJpc3MiOiI3OWY0MTI1Yy1iOTRkLTRiZDEtYTliMC00NWJhYjQxMzkzNGUiLCJhY2Nlc3MiOnsidXJuOmZpbGVzdG9yZTpjb2xsZWN0aW9uOnVwbG9hZC11c2VyLWNvbGxlY3Rpb24tNTEyMDE3MDcwIjpbInJlYWQiLCJjcmVhdGUiLCJ1cGRhdGUiXSwidXJuOmZpbGVzdG9yZTp1cGxvYWQ6KiI6WyJyZWFkIiwiY3JlYXRlIiwidXBkYXRlIl0sInVybjpmaWxlc3RvcmU6Y2h1bms6KiI6WyJyZWFkIiwiY3JlYXRlIl19LCJleHAiOjE3Nzg1NDg4MzAsIm5iZiI6MTc3ODU0NzYzMCwiYW5vbklkIjoiYW5vbi11c2VyIiwiaHR0cHM6Ly9pZC5hdGxhc3NpYW4uY29tL2FwcEFjY3JlZGl0ZWQiOmZhbHNlfQ.LwndkqrXGXOjS-D6N3smrbp6QcZlj28qbvyvFIfMzrk","targetCollection":"upload-user-collection-512017070","endpointUrl":"https://api.media.atlassian.com","clientId":"79f4125c-b94d-4bd1-a9b0-45bab413934e","tokenDurationInMins":20},"hasProformaForm":true,"proformaTemplateForm":{"id":7730092260575931,"updated":"2026-03-24T20:08:47.248270337Z","publish":{"jira":{"newIssueIssueTypeIds":[],"newIssueRequestTypeIds":[],"submitOnCreate":false,"validateOnCreate":true},"portal":{"portalRequestTypeIds":[94],"submitOnCreate":false,"validateOnCreate":true}},"design":{"settings":{"templateId":7730092260575931,"name":"Onboarding Conversa-e 2026","submit":{"lock":false,"pdf":true},"templateFormUuid":"c093735e-0258-4416-a949-1fbde2a8ff33"},"layout":[{"version":1,"type":"doc","content":[{"type":"paragraph","content":[]},{"type":"heading","attrs":{"level":2,"localId":"ab6946d8-ce42-4cfb-bd97-3a26c393028b"},"content":[{"type":"text","text":"Configuração do BOT","marks":[{"type":"textColor","attrs":{"color":"#008da6"}}]}]},{"type":"rule"},{"type":"heading","attrs":{"level":4,"localId":"670f8ce3-4137-49fb-894c-4de63cf50a2a"},"content":[{"type":"text","text":"1. Número do BOT de Atendimento","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"type":"text","text":"Informe abaixo o número que será utilizado para o "},{"type":"text","text":"Bot de Atendimento.","marks":[{"type":"strong"}]}],"attrs":{"localId":"e784cb85-0557-4caa-96c5-26f21b4c3a63"}},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":22},"layout":"default","localId":"54cbffb5-3f55-4493-ac85-fbdf09aa140c"}},{"type":"heading","attrs":{"level":4,"localId":"670f8ce3-4137-49fb-894c-4de63cf50a2a"},"content":[{"type":"text","text":"2. Mensagens BOT","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"7083f8fa-43e1-419d-beff-647c55499bbf"},"content":[{"type":"text","text":"Baixe a planilha e a preencha as mensagens do BOT de acordo com o fluxo de atendimento."}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","attrs":{"localId":"f9b18dee-4ce1-4142-a31c-1bc5d052e6ab"},"content":[{"type":"text","text":"Planilha Mensagens BOT","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"type":"text","text":" "},{"type":"inlineCard","attrs":{"url":"https://docs.google.com/spreadsheets/d/1-x35WizdUb4KfmKHlCcDXLEMWbw2ceRd/edit?usp=sharing&ouid=108913404278129849462&rtpof=true&sd=true"}},{"type":"text","text":" "}]}]},{"type":"paragraph","attrs":{"localId":"e093a2ef-0dc2-4d39-b22c-eb91d0a4126e"},"content":[{"type":"text","text":"Envie abaixo a planilha preenchida:","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":17},"layout":"default","localId":"e6c9bc53-90cb-47f3-8212-314f5ad45229"}},{"type":"heading","attrs":{"level":4,"localId":"cf3adf25-ce66-4c6c-8edb-48efe8d915b9"},"content":[{"type":"text","text":"3. Menu do Chatbot","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"9ded7ac6-9063-494b-ae91-44d469920cab"},"content":[{"type":"text","text":"O chatbot pode ser configurado com um "},{"type":"text","text":"menu de atendimento","marks":[{"type":"strong"}]},{"type":"text","text":" estruturado, contendo opções, "},{"type":"text","text":"submenus e perguntas personalizadas","marks":[{"type":"strong"}]},{"type":"text","text":" "},{"type":"text","text":"(veja o exemplo abaixo)","marks":[{"type":"em"}]},{"type":"text","text":". "}]},{"type":"paragraph","attrs":{"localId":"7abce392-3918-4d2e-88a9-bc4b72133576"},"content":[{"type":"text","text":"Quando o cliente seleciona uma opção do menu e o chatbot transfere a conversa, o atendimento é direcionado para a "},{"type":"text","text":"fila de atendimento ","marks":[{"type":"strong"}]},{"type":"text","text":"correspondente."}]},{"type":"paragraph","content":[]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","attrs":{"localId":"74be5a14-80f5-4960-a008-623997679fd0"},"content":[{"type":"text","text":"Exemplo de um Menu:","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"095d2ca4-3451-45b6-ab2d-bc152f342376"},"content":[{"type":"text","text":"Olá! \uD83D\uDC4B"},{"type":"hardBreak"},{"type":"text","text":"Bem-vindo à Clínica."}]},{"type":"paragraph","attrs":{"localId":"8c849b43-9ea8-4f3f-a3f4-73bff6aecfbb"},"content":[{"type":"text","text":"Como podemos ajudar?"}]},{"type":"paragraph","attrs":{"localId":"fdb8ea84-8279-4270-9b8a-bcc9646f2225"},"content":[{"type":"text","text":"1. Agendamento","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"type":"text","text":"a. Consultas "},{"type":"text","text":"(fila de atendimento ‘agenda consulta’)","marks":[{"type":"em"},{"type":"strong"}]},{"type":"hardBreak"},{"type":"text","text":"b. Exames "},{"type":"text","text":"(fila de atendimento ‘agenda exame’)","marks":[{"type":"em"},{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"39cfafc3-e6bb-43eb-9e6f-dee9f91852ee"},"content":[{"type":"text","text":"2. Resultados de Exames ","marks":[{"type":"strong"}]},{"type":"text","text":"(fila de atendimento ‘exame’)","marks":[{"type":"em"},{"type":"strong"}]},{"type":"hardBreak"},{"type":"text","text":"Informe seu nome completo, CPF e Data de Nascimento"}]},{"type":"paragraph","attrs":{"localId":"b4619a90-2dbe-4c00-a5e6-ccdb09032750"},"content":[{"type":"text","text":"3. Convênios atendidos","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"type":"text","text":"Atendemos os seguintes convênios: A, B, C e D."}]},{"type":"paragraph","attrs":{"localId":"39e32fef-cf22-426e-8d20-63042e87f7cb"},"content":[{"type":"text","text":"4. Falar com atendimento (fila de atendimento ‘atendimento’)","marks":[{"type":"strong"}]}]}]},{"type":"paragraph","content":[]},{"type":"heading","attrs":{"level":4,"localId":"f5f16fce-6790-4e32-9783-687486e5cc7f"},"content":[{"type":"text","text":"Informe abaixo o Menu do Chatbot com as respectivas Filas de Atendimento (conforme exemplo)."}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":14},"layout":"default","localId":"685fbe99-c457-40c3-a557-8c63fdf4e7ac"}},{"type":"heading","attrs":{"level":4,"localId":"670f8ce3-4137-49fb-894c-4de63cf50a2a"},"content":[{"type":"text","text":"4. Inatividade","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"ed4104e8-9445-4b8e-8f0c-4032067358c5"},"content":[{"type":"text","text":"Caso o cliente não envie novas mensagens por um determinado período, o sistema poderá encerrar automaticamente o atendimento."}]},{"type":"paragraph","attrs":{"localId":"8ef1dd25-32ae-446a-9fb5-e3b005837c02"},"content":[{"type":"text","text":"Informe abaixo após quantos minutos sem resposta do cliente o atendimento deverá ser encerrado:","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":18},"layout":"default","localId":"d28e05e3-a4d5-4543-b8f6-da86a4920c1f"}},{"type":"paragraph","attrs":{"localId":"30a433c1-7eb6-448f-9079-de40a28e44d9"},"content":[{"type":"text","text":"5. Horário de Atendimento do Chat","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":19},"layout":"default","localId":"f459d3ba-63ef-49ab-aa56-e20077b7467c"}},{"type":"paragraph","attrs":{"localId":"8771f974-39e3-49f1-ac78-15b63b25d5be"},"content":[{"type":"text","text":"6. Mensagens Rápidas","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"8771f974-39e3-49f1-ac78-15b63b25d5be"},"content":[{"type":"text","text":"As mensagens rápidas são textos pré-cadastrados que os(as) atendentes podem utilizar para responder aos pacientes de forma ágil e padronizada."},{"type":"hardBreak"},{"type":"text","text":"Essas mensagens podem incluir "},{"type":"text","text":"variáveis automáticas (ex. <nomecliente>, <data>, <hora>, <setor>, <endereco>, entre outras)","marks":[{"type":"strong"}]},{"type":"text","text":", ou "},{"type":"text","text":"campos preenchíveis","marks":[{"type":"strong"}]},{"type":"text","text":", que o atendente pode completar no momento do envio da mensagem."}]},{"type":"paragraph","attrs":{"localId":"8771f974-39e3-49f1-ac78-15b63b25d5be"},"content":[{"type":"text","text":"Informe abaixo as mensagens rápidas para cadastro:","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":21},"layout":"default","localId":"7db55ac8-c088-4542-b622-ffd6590e74ef"}},{"type":"paragraph","attrs":{"localId":"8771f974-39e3-49f1-ac78-15b63b25d5be"},"content":[{"type":"text","text":"7. Informe os usuários que irão acessar a plataforma.","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"dc07324f-6e36-43cf-b787-5133d68e165e"},"content":[{"type":"text","text":"Para o cadastro de usuário precisamos das seguintes informações: "},{"type":"text","text":"nome completo, CPF, telefone, e-mail, tipo de usuário","marks":[{"type":"strong"}]},{"type":"text","text":" "},{"type":"text","text":"(recepção, técnico, funcionário, gestor, supervisor, diretor)","marks":[{"type":"em"}]},{"type":"text","text":" "},{"type":"text","text":"e fila de atendimento","marks":[{"type":"strong"}]},{"type":"text","text":"."}]},{"type":"paragraph","attrs":{"localId":"d97e3c54-0da6-49dc-a6cf-5b5b3ee36302"},"content":[{"type":"text","text":"Insira abaixo as informações","marks":[{"type":"strong"}]},{"type":"text","text":" "},{"type":"text","text":"(ex. Maria da Silva, CPF 000.000.000-98, ","marks":[{"type":"em"}]},{"type":"text","text":"maria@email.com","marks":[{"type":"link","attrs":{"href":"mailto:maria@email.com"}},{"type":"em"}]},{"type":"text","text":", (00) 0000-0000, recepção, fila 'atendimento')","marks":[{"type":"em"}]},{"type":"text","text":"."}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":20},"layout":"default","localId":"6021d144-883d-412f-be25-7e164a783375"}},{"type":"paragraph","content":[]},{"type":"paragraph","attrs":{"localId":"51540d64-e6df-47f8-bd5b-c21d774d8376"},"content":[{"type":"text","text":"LGPD: Documento Confidencial, acesso restrito. Não divulgar e/ou reproduzir.","marks":[{"type":"strong"}]}]}]}],"conditions":{},"sections":{},"questions":{"19":{"type":"tl","label":"Horário de Atendimento","description":"","validation":{"rq":true},"choices":[],"questionKey":""},"22":{"type":"ts","label":"Número de Telefone:","description":"","validation":{"rq":true},"choices":[],"questionKey":""},"21":{"type":"rt","label":"Mensagens Rápidas","description":"","validation":{"rq":false},"choices":[],"questionKey":""},"20":{"type":"rt","label":"Cadastro de Usuários","description":"","validation":{"rq":false},"choices":[],"questionKey":""},"18":{"type":"ts","label":"Minutos de Inatividade","description":"","validation":{"rq":true},"choices":[],"questionKey":""},"17":{"type":"at","label":"Planilha Mensagens BOT","description":"","validation":{"rq":true},"choices":[],"questionKey":""},"14":{"type":"rt","label":"Menu do Chatbot","description":"","validation":{"rq":true},"choices":[],"questionKey":""}}},"uuid":"c093735e-0258-4416-a949-1fbde2a8ff33"},"proforma":{"formExists":true,"formValid":true,"formTemplateData":{"id":7730092260575931,"updated":"2026-03-24T20:08:47.248270337Z","publish":{"jira":{"newIssueIssueTypeIds":[],"newIssueRequestTypeIds":[],"submitOnCreate":false,"validateOnCreate":true},"portal":{"portalRequestTypeIds":[94],"submitOnCreate":false,"validateOnCreate":true}},"design":{"settings":{"templateId":7730092260575931,"name":"Onboarding Conversa-e 2026","submit":{"lock":false,"pdf":true},"templateFormUuid":"c093735e-0258-4416-a949-1fbde2a8ff33"},"layout":[{"version":1,"type":"doc","content":[{"type":"paragraph","content":[]},{"type":"heading","attrs":{"level":2,"localId":"ab6946d8-ce42-4cfb-bd97-3a26c393028b"},"content":[{"type":"text","text":"Configuração do BOT","marks":[{"type":"textColor","attrs":{"color":"#008da6"}}]}]},{"type":"rule"},{"type":"heading","attrs":{"level":4,"localId":"670f8ce3-4137-49fb-894c-4de63cf50a2a"},"content":[{"type":"text","text":"1. Número do BOT de Atendimento","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"type":"text","text":"Informe abaixo o número que será utilizado para o "},{"type":"text","text":"Bot de Atendimento.","marks":[{"type":"strong"}]}],"attrs":{"localId":"e784cb85-0557-4caa-96c5-26f21b4c3a63"}},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":22},"layout":"default","localId":"54cbffb5-3f55-4493-ac85-fbdf09aa140c"}},{"type":"heading","attrs":{"level":4,"localId":"670f8ce3-4137-49fb-894c-4de63cf50a2a"},"content":[{"type":"text","text":"2. Mensagens BOT","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"7083f8fa-43e1-419d-beff-647c55499bbf"},"content":[{"type":"text","text":"Baixe a planilha e a preencha as mensagens do BOT de acordo com o fluxo de atendimento."}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","attrs":{"localId":"f9b18dee-4ce1-4142-a31c-1bc5d052e6ab"},"content":[{"type":"text","text":"Planilha Mensagens BOT","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"type":"text","text":" "},{"type":"inlineCard","attrs":{"url":"https://docs.google.com/spreadsheets/d/1-x35WizdUb4KfmKHlCcDXLEMWbw2ceRd/edit?usp=sharing&ouid=108913404278129849462&rtpof=true&sd=true"}},{"type":"text","text":" "}]}]},{"type":"paragraph","attrs":{"localId":"e093a2ef-0dc2-4d39-b22c-eb91d0a4126e"},"content":[{"type":"text","text":"Envie abaixo a planilha preenchida:","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":17},"layout":"default","localId":"e6c9bc53-90cb-47f3-8212-314f5ad45229"}},{"type":"heading","attrs":{"level":4,"localId":"cf3adf25-ce66-4c6c-8edb-48efe8d915b9"},"content":[{"type":"text","text":"3. Menu do Chatbot","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"9ded7ac6-9063-494b-ae91-44d469920cab"},"content":[{"type":"text","text":"O chatbot pode ser configurado com um "},{"type":"text","text":"menu de atendimento","marks":[{"type":"strong"}]},{"type":"text","text":" estruturado, contendo opções, "},{"type":"text","text":"submenus e perguntas personalizadas","marks":[{"type":"strong"}]},{"type":"text","text":" "},{"type":"text","text":"(veja o exemplo abaixo)","marks":[{"type":"em"}]},{"type":"text","text":". "}]},{"type":"paragraph","attrs":{"localId":"7abce392-3918-4d2e-88a9-bc4b72133576"},"content":[{"type":"text","text":"Quando o cliente seleciona uma opção do menu e o chatbot transfere a conversa, o atendimento é direcionado para a "},{"type":"text","text":"fila de atendimento ","marks":[{"type":"strong"}]},{"type":"text","text":"correspondente."}]},{"type":"paragraph","content":[]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","attrs":{"localId":"74be5a14-80f5-4960-a008-623997679fd0"},"content":[{"type":"text","text":"Exemplo de um Menu:","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"095d2ca4-3451-45b6-ab2d-bc152f342376"},"content":[{"type":"text","text":"Olá! \uD83D\uDC4B"},{"type":"hardBreak"},{"type":"text","text":"Bem-vindo à Clínica."}]},{"type":"paragraph","attrs":{"localId":"8c849b43-9ea8-4f3f-a3f4-73bff6aecfbb"},"content":[{"type":"text","text":"Como podemos ajudar?"}]},{"type":"paragraph","attrs":{"localId":"fdb8ea84-8279-4270-9b8a-bcc9646f2225"},"content":[{"type":"text","text":"1. Agendamento","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"type":"text","text":"a. Consultas "},{"type":"text","text":"(fila de atendimento ‘agenda consulta’)","marks":[{"type":"em"},{"type":"strong"}]},{"type":"hardBreak"},{"type":"text","text":"b. Exames "},{"type":"text","text":"(fila de atendimento ‘agenda exame’)","marks":[{"type":"em"},{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"39cfafc3-e6bb-43eb-9e6f-dee9f91852ee"},"content":[{"type":"text","text":"2. Resultados de Exames ","marks":[{"type":"strong"}]},{"type":"text","text":"(fila de atendimento ‘exame’)","marks":[{"type":"em"},{"type":"strong"}]},{"type":"hardBreak"},{"type":"text","text":"Informe seu nome completo, CPF e Data de Nascimento"}]},{"type":"paragraph","attrs":{"localId":"b4619a90-2dbe-4c00-a5e6-ccdb09032750"},"content":[{"type":"text","text":"3. Convênios atendidos","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"type":"text","text":"Atendemos os seguintes convênios: A, B, C e D."}]},{"type":"paragraph","attrs":{"localId":"39e32fef-cf22-426e-8d20-63042e87f7cb"},"content":[{"type":"text","text":"4. Falar com atendimento (fila de atendimento ‘atendimento’)","marks":[{"type":"strong"}]}]}]},{"type":"paragraph","content":[]},{"type":"heading","attrs":{"level":4,"localId":"f5f16fce-6790-4e32-9783-687486e5cc7f"},"content":[{"type":"text","text":"Informe abaixo o Menu do Chatbot com as respectivas Filas de Atendimento (conforme exemplo)."}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":14},"layout":"default","localId":"685fbe99-c457-40c3-a557-8c63fdf4e7ac"}},{"type":"heading","attrs":{"level":4,"localId":"670f8ce3-4137-49fb-894c-4de63cf50a2a"},"content":[{"type":"text","text":"4. Inatividade","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"ed4104e8-9445-4b8e-8f0c-4032067358c5"},"content":[{"type":"text","text":"Caso o cliente não envie novas mensagens por um determinado período, o sistema poderá encerrar automaticamente o atendimento."}]},{"type":"paragraph","attrs":{"localId":"8ef1dd25-32ae-446a-9fb5-e3b005837c02"},"content":[{"type":"text","text":"Informe abaixo após quantos minutos sem resposta do cliente o atendimento deverá ser encerrado:","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":18},"layout":"default","localId":"d28e05e3-a4d5-4543-b8f6-da86a4920c1f"}},{"type":"paragraph","attrs":{"localId":"30a433c1-7eb6-448f-9079-de40a28e44d9"},"content":[{"type":"text","text":"5. Horário de Atendimento do Chat","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":19},"layout":"default","localId":"f459d3ba-63ef-49ab-aa56-e20077b7467c"}},{"type":"paragraph","attrs":{"localId":"8771f974-39e3-49f1-ac78-15b63b25d5be"},"content":[{"type":"text","text":"6. Mensagens Rápidas","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"8771f974-39e3-49f1-ac78-15b63b25d5be"},"content":[{"type":"text","text":"As mensagens rápidas são textos pré-cadastrados que os(as) atendentes podem utilizar para responder aos pacientes de forma ágil e padronizada."},{"type":"hardBreak"},{"type":"text","text":"Essas mensagens podem incluir "},{"type":"text","text":"variáveis automáticas (ex. <nomecliente>, <data>, <hora>, <setor>, <endereco>, entre outras)","marks":[{"type":"strong"}]},{"type":"text","text":", ou "},{"type":"text","text":"campos preenchíveis","marks":[{"type":"strong"}]},{"type":"text","text":", que o atendente pode completar no momento do envio da mensagem."}]},{"type":"paragraph","attrs":{"localId":"8771f974-39e3-49f1-ac78-15b63b25d5be"},"content":[{"type":"text","text":"Informe abaixo as mensagens rápidas para cadastro:","marks":[{"type":"strong"}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":21},"layout":"default","localId":"7db55ac8-c088-4542-b622-ffd6590e74ef"}},{"type":"paragraph","attrs":{"localId":"8771f974-39e3-49f1-ac78-15b63b25d5be"},"content":[{"type":"text","text":"7. Informe os usuários que irão acessar a plataforma.","marks":[{"type":"strong"}]}]},{"type":"paragraph","attrs":{"localId":"dc07324f-6e36-43cf-b787-5133d68e165e"},"content":[{"type":"text","text":"Para o cadastro de usuário precisamos das seguintes informações: "},{"type":"text","text":"nome completo, CPF, telefone, e-mail, tipo de usuário","marks":[{"type":"strong"}]},{"type":"text","text":" "},{"type":"text","text":"(recepção, técnico, funcionário, gestor, supervisor, diretor)","marks":[{"type":"em"}]},{"type":"text","text":" "},{"type":"text","text":"e fila de atendimento","marks":[{"type":"strong"}]},{"type":"text","text":"."}]},{"type":"paragraph","attrs":{"localId":"d97e3c54-0da6-49dc-a6cf-5b5b3ee36302"},"content":[{"type":"text","text":"Insira abaixo as informações","marks":[{"type":"strong"}]},{"type":"text","text":" "},{"type":"text","text":"(ex. Maria da Silva, CPF 000.000.000-98, ","marks":[{"type":"em"}]},{"type":"text","text":"maria@email.com","marks":[{"type":"link","attrs":{"href":"mailto:maria@email.com"}},{"type":"em"}]},{"type":"text","text":", (00) 0000-0000, recepção, fila 'atendimento')","marks":[{"type":"em"}]},{"type":"text","text":"."}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":20},"layout":"default","localId":"6021d144-883d-412f-be25-7e164a783375"}},{"type":"paragraph","content":[]},{"type":"paragraph","attrs":{"localId":"51540d64-e6df-47f8-bd5b-c21d774d8376"},"content":[{"type":"text","text":"LGPD: Documento Confidencial, acesso restrito. Não divulgar e/ou reproduzir.","marks":[{"type":"strong"}]}]}]}],"conditions":{},"sections":{},"questions":{"19":{"type":"tl","label":"Horário de Atendimento","description":"","validation":{"rq":true},"choices":[],"questionKey":""},"22":{"type":"ts","label":"Número de Telefone:","description":"","validation":{"rq":true},"choices":[],"questionKey":""},"21":{"type":"rt","label":"Mensagens Rápidas","description":"","validation":{"rq":false},"choices":[],"questionKey":""},"20":{"type":"rt","label":"Cadastro de Usuários","description":"","validation":{"rq":false},"choices":[],"questionKey":""},"18":{"type":"ts","label":"Minutos de Inatividade","description":"","validation":{"rq":true},"choices":[],"questionKey":""},"17":{"type":"at","label":"Planilha Mensagens BOT","description":"","validation":{"rq":true},"choices":[],"questionKey":""},"14":{"type":"rt","label":"Menu do Chatbot","description":"","validation":{"rq":true},"choices":[],"questionKey":""}}},"uuid":"c093735e-0258-4416-a949-1fbde2a8ff33"},"linkedJiraFields":[]},"key":""},"portalWebFragments":{"headerPanels":[{"params":{},"key":"com.atlassian.plugins.atlassian-connect-plugin:jsd-status-page__sd-portal-header-create_request","name":"sd-portal-header","html":"<div class=\"ap-container\" id=\"ap-jsd-status-page__sd-portal-header-create_request\">\n\n <div class=\"ap-content \" id=\"embedded-jsd-status-page__sd-portal-header-create_request\"></div>\n <script class=\"ap-iframe-body-script\">\n (function(){\n var data = {\n \"addon_key\":\"jsd-status-page\",\n \"uniqueKey\":\"jsd-status-page__sd-portal-header-create_request\",\n \"key\":\"sd-portal-header-create_request\",\n \"moduleType\":\"webPanels\", \"moduleLocation\":\"servicedesk.portal.header.create_request\", \"title\":\"sd-portal-header\", \"cp\":\"\",\n \"general\":\"\",\n \"w\":\"\",\n \"h\":\"\",\n \"url\":\"https://jsd-status-page.us-west-1.prod.public.atl-paas.net/portal-header/11?xdm_e=https%3A%2F%2Fweb3conecta.atlassian.net&xdm_c=channel-jsd-status-page__sd-portal-header-create_request&cp=&xdm_deprecated_addon_key_do_not_use=jsd-status-page&lic=none&userAccess=true&cv=1001.0.0-SNAPSHOT&jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJxc2giOiI2YjUzZjEyMzQ5YzIyNTBlOTliNWE4YmRkYTNlZmNmOWU2OGM5ZTExMWZiOWQ3M2MzNWI3MDczMDcwMWZlYWMxIiwiaXNzIjoiMGRjNDM5OTAtNWY2Ny0zYjgzLTlkODItM2Q5OGFmNDIwNmZjIiwiY29udGV4dCI6e30sImV4cCI6MTc3ODU0ODUyOSwiaWF0IjoxNzc4NTQ3NjI5fQ.eckG-l6ZWpFEiCxBGhmWos2cGWhb8jv4LK4f6uV5C9Y\",\n \"contextJwt\": \"eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJxc2giOiJjb250ZXh0LXFzaCIsImlzcyI6IjBkYzQzOTkwLTVmNjctM2I4My05ZDgyLTNkOThhZjQyMDZmYyIsImNvbnRleHQiOnsibmF2Ijp7ImlzTmV3TmF2aWdhdGlvbiI6dHJ1ZX0sInVybCI6eyJkaXNwbGF5VXJsIjoiaHR0cHM6XC9cL3dlYjNjb25lY3RhLmF0bGFzc2lhbi5uZXQiLCJkaXNwbGF5VXJsU2VydmljZWRlc2tIZWxwQ2VudGVyIjoiaHR0cHM6XC9cL3dlYjNjb25lY3RhLmF0bGFzc2lhbi5uZXQifSwiamlyYSI6eyJwcm9qZWN0Ijp7ImtleSI6Ik9OIiwiaWQiOiIxMDAzNyJ9fX0sImV4cCI6MTc3ODU0ODUyOSwiaWF0IjoxNzc4NTQ3NjI5fQ.yKmW_n85XQNU6zo-6viFDURJv9H_PU4a28K0dkmWaf4\", \"structuredContext\": \"{\\\"nav\\\":{\\\"isNewNavigation\\\":true},\\\"url\\\":{\\\"displayUrl\\\":\\\"https://web3conecta.atlassian.net\\\",\\\"displayUrlServicedeskHelpCenter\\\":\\\"https://web3conecta.atlassian.net\\\"},\\\"jira\\\":{\\\"project\\\":{\\\"key\\\":\\\"ON\\\",\\\"id\\\":\\\"10037\\\"}}}\",\n \"contentClassifier\":\"\",\n \"productCtx\":\"{\\\"project.key\\\":\\\"ON\\\",\\\"project.id\\\":\\\"10037\\\",\\\"servicedesk.serviceDeskId\\\":\\\"11\\\",\\\"servicedesk.requestTypeId\\\":\\\"94\\\"}\",\n \"timeZone\":\"America/Sao_Paulo\",\n \"origin\":\"https://jsd-status-page.us-west-1.prod.public.atl-paas.net\",\n \"hostOrigin\":\"https://web3conecta.atlassian.net\",\n \"sandbox\":\"allow-downloads allow-forms allow-modals allow-popups allow-popups-to-escape-sandbox allow-scripts allow-same-origin allow-top-navigation-by-user-activation allow-storage-access-by-user-activation\", \"apiMigrations\": {\n \"gdpr\": true\n }\n}\n;\n if(window.AP && window.AP.subCreate) {\n window._AP.appendConnectAddon(data);\n } else {\n require(['ac/create'], function(create){\n create.appendConnectAddon(data);\n });\n }\n }());\n</script>\n\n</div>\n"}],"subheaderPanels":[],"footerPanels":[],"pagePanels":{"propertyPanels":[],"legacyPropertyPanels":[]}}}
{"headless":false,"wacLink":"https://www.atlassian.com/software/jira/service-desk/powered-by?utm_medium=jira-in-product&utm_source=jira_service_desk_portal_footer&utm_content=web3conecta","serviceDeskVersion":"3.3.0-OD","contextPath":"","xsrfToken":"6ceed7dc9c1ae56da3dc206ea078f84cc59f149d_lout","baseUrl":"https://web3conecta.atlassian.net/servicedesk/customer","relativeBaseUrl":"/servicedesk/customer","jiraDisplayUrl":"https://web3conecta.atlassian.net","onDemand":true,"mediaApiExternalUrl":"https://api.media.atlassian.com","mediaApiAppClientId":"79f4125c-b94d-4bd1-a9b0-45bab413934e","fabricEmojiUrl":"/gateway/api","helpCenterType":"BASIC","traceId":"83ae212b4ea348fe89d65cbb00ab4a95","siteDefaultLanguageTag":"pt-BR","featuredValues":{"multiHelpCenterEnabled":false,"hcAIAnswersEnabled":false,"jsmAiConfigEnabled":false,"helpCenterCustomizationEnabled":false},"helpCenterHomePageSlug":"portals","customerAccountAvailabilty":"JSM_AND_JCS","baseUrlCSM":"https://web3conecta.atlassian.net","edition":"free","anonymousEnabled":true,"requestIntroEnabled":true}