Skill review checklist

When creating a Coleman Digital Assistant skill for an Infor application, we recommend that you review this checklist after you complete the skill build.

This will ensure that the intended response for each skill is returned. The checklist provides both required and optional requirements for each section.

Skill basics checklist

Check box Check Required or Optional Notes
❑ When defining the skill, clearly specify the purpose or intent of the skill. Required For example, Request PTO or Create Requisition.

Specify the action you would like performed.

❑ Define these skill properties so the skill is descriptive and easily searched:
  • Skill name
  • Skill ID
  • Skill description
 Required Optionally, prefix the skill name with a product acronym.

Additionally, the skill name should be related to the purpose of the skill.
❑ Check your grammar. Required
❑ Check all languages if the skill is translated. Required

Requirements checklist

Check box Check Required or Optional Notes
❑ Specify the list of the requirements needed to fulfill the Skill. Limit the skill to 3 requirements. Required Additional requirements increase execution time and cost.

The more requirements you have for the skill, the less the skill feels like a quick conversation. Responding to three questions in a row is not a problem, five questions feel tedious, and ten can be too lengthy.
❑ Select the appropriate requirement type for your prompt and expected values. Required The requirement will fail if the requirement type is not defined properly. For example, if you ask for a date but the requirement type is Person.

For more information on requirement types, see the Infor Coleman Digital Assistant User Guide.
❑ If your requirement must be specified in a certain format, you should provide an example. Optional For example, Input your phone number in this format:123-456-7890.
❑ Do not use String or Alphanumeric for requirements. Required
❑ Should you use a custom requirement type? Optional For example, if the set of values being prompted is a static set, you can use Multiple Choice or Restrict.

If your values have commonality, you can train an Expanded custom requirement type.
❑ If a requirement has a limited set of dynamic values, consider using a pre-requirement fulfillment to populate the dynamic requirement. Optional Use this option when there are less than 100 multiple-choice options for your requirement.
❑ If a requirement has an extended set of dynamic values, consider adding a new requirement to narrow the set of values to search from. Optional Use this option when there are more than 100 multiple-choice options for your requirement.

Utterances checklist

Check box Check Required or Optional Notes
❑ When defining utterances, use these best practices:
  • Do not include the word Coleman.
  • Do not include these reserved words: Help,Cancel, and Stop.
  • Consider unexpected ways that a user might ask for this skill.
  • Specify a variety of utterances to account for different invocation verbiage.
  • Consider regional dialects. For example, depending on where your user is located, paid time off may be referred to as PTO, Vacation, Holiday, or Leave.
  • Consider product or industry-specific lingo or acronyms.
 Required For more information on utterances, see the Infor Coleman Digital Assistant User Guide.
❑ Confirm that there are no utterances in your skill that are identical to utterances for another skill. This will cause inconsistency in skill invocation. Required You may inadvertently invoke a skill other than the intended skill.
❑ Your first utterance without a requirement should be the most descriptive. Required This utterance is displayed in the Help page in the Infor Coleman Digital Assistant interface.
❑ All utterances in a skill should have commonality with each other. Required These utterances are similar:
  • What skills are available?
  • Show me available skills.
  • Display available skills.

This utterance is not similar: What things can you do?
❑ All skills should have a similar number of utterances. Required If one of the skills has significantly more utterances than the rest, Coleman Digital Assistant will not be balanced. You may risk invoking the skill with more utterances erroneously.
❑ Ensure your utterances are complete sentences. Optional Try to avoid utterances that other skill builders are likely to use, for example, Check status.

Be specific if there are other skills that reference status.

❑ No string requirements in utterances Optional The String requirement type does not know when to stop parsing user input. This can cause unexpected results when included in an utterance.

For example, Check {product} status may struggle with Check my order status. Product may be used for my order.
❑ If you use a String requirement, you must use the requirement at the end of the utterance. Required The skill will perform better if the String requirement is relegated to the end of the utterance. But that this can still be problematic.
❑ Do not use an Alphanumeric or String requirement with another requirement in the same utterance. Required Alphanumeric requirements can have difficulty knowing when to stop parsing the user input.

For example, Order {item} for {product} will parse strange results for Order fifteen pounds of steel for the staff in Baltimore.
❑ Avoid abbreviations or acronyms in utterances if the skill is intended to be used vocally. Optional Infor Coleman Digital Assistant may have trouble understanding acronyms and abbreviations as verbal input. For example, DTO may be resolved as D tea O.

Prompts checklist

Check box Check Required or Optional Notes
❑ Make sure that your first requirement prompt is contextual so that the user can confirm that the correct skill was invoked. Required For example, specify When would you like to submit a requisition request? versus What date?
❑ For high-impact requests, consider a Confirmation Prompt before executing the Skill Fulfillment. Required For example: I want to promote Jane Smith should require a confirmation prompt.
❑ Define multiple prompts to clarify invalid user input. Optional For example: What date? followed by Sorry, I didn't catch that. Specify a day such as Tuesday.

Responses checklist

Check box Check Required or Optional Notes
❑ Confirm that your response contains enough information to be useful. Optionally, you can navigate to a page with the answer or provide a message response. Optional Consider the audience for the skill. Is the user in an office, warehouse, or in transit?
❑ If a requirement fulfillment fails, consider a Repeat Prompt action be used rather than Stop Skill. Optional
❑ Do not respond with raw API payload details. Required
❑ Include multiple responses for handing different types of errors. Ensure the user understands the reason for the error. Optional

Security checklist

Check box Check Required or Optional Notes
❑ Does your skill require restriction through security to a specific set of users or security roles? Optional