Monta template: Retrieving order status

By using this template, you can easily connect with your Monta database to retrieve order status information. This template is prefilled with all necessary information, enabling you to automate conversations seamlessly. However, you will need to fill out some details yourself to connect to your specific database. Follow the steps below to set up your Monta Action template.

1. Access the template

In your chatbot in Pulse, navigate to Actions. Select the Monta template. This template includes prefilled information necessary for retrieving order status from your Monta database.

2. Add information

Fill in the required fields

• Base URL: The Base URL is already filled in for you. No changes needed.
• Authentication: Fill out the necessary credentials: 'username' and 'password'. Username and password can be created in the Montaportal. This can be done through the following link: Create API Useraccount (Click “+” on the right corner). For more information, please check Monta API documentation.

• Health Check URL and Instruction:
  • Health Check URL: Define a health check URL to monitor the status of the external server. This URL checks if the server is online.
    The Health Check URL is similar to the BaseURL and can be consturcted by appending the health check endpoint to your base URL. Example of a Health Check URL:

  https://example.com/api/v1/health_check	
  

  • Health Check Instruction: Add an instruction for the chatbot to follow if the server is not online. For example, you can instruct the chatbot to respond with: "Sorry, something went wrong on our end. Can I assist you with anything else?"
    
    

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Ensure that the health check is not secured, otherwise the action cannot access it.

This ensures that at Monta you cannot check if the API is still running or if it has, for example, timed out.

3. Optional: Amend the schema:

The template already has a filled-in schema, so you can use it right away. If you want, you can change the schema to fit other purposes.

4. Validating Your Action

After filling in the required details and schema

• Validate: Click Validate to check for any errors in your schema. Correct any issues that are identified.
• Available Actions: Once validated, the available actions will be displayed.