[[["易于理解","easyToUnderstand","thumb-up"],["解决了我的问题","solvedMyProblem","thumb-up"],["其他","otherUp","thumb-up"]],[["很难理解","hardToUnderstand","thumb-down"],["信息或示例代码不正确","incorrectInformationOrSampleCode","thumb-down"],["没有我需要的信息/示例","missingTheInformationSamplesINeed","thumb-down"],["翻译问题","translationIssue","thumb-down"],["其他","otherDown","thumb-down"]],["最后更新时间 (UTC)：2025-08-18。"],[[["\u003cp\u003eThe open account prebuilt component facilitates new and existing users in opening new accounts or checking the status of existing applications, utilizing prebuilt components like Date of birth collection, Name collection, and Telephone number collection.\u003c/p\u003e\n"],["\u003cp\u003eThis component supports various account types, including savings, checking, demat, and salary accounts, with the flexibility to modify the supported types by adjusting the \u003ccode\u003eprebuilt_components_open_account_account_type\u003c/code\u003e custom entity.\u003c/p\u003e\n"],["\u003cp\u003eThe component interacts with users by collecting their phone number, full name, and date of birth, using these details to either create a new application or verify the status of an existing one.\u003c/p\u003e\n"],["\u003cp\u003eThe component includes limitations, notably that it does not encrypt any data and it utilizes two specific webhooks, \u003ccode\u003eprebuilt_components_open_account:telephone_verification\u003c/code\u003e and \u003ccode\u003eprebuilt_components_open_account:generate_application\u003c/code\u003e, for external service interactions to manage user information and application creation.\u003c/p\u003e\n"],["\u003cp\u003eThe component can be configured to handle specific behaviours such as setting a minimum and maximum age limits for new users, and the max number of times a user can retry to give a correct dob, or account type.\u003c/p\u003e\n"]]],[],null,["# Open account prebuilt component\n\nThe open account\n[prebuilt component](/dialogflow/cx/docs/concept/prebuilt-component)\nallows new and existing users to open a new account or check the status of\nexisting applications. This component uses the\n[Date of birth collection](/dialogflow/cx/docs/concept/prebuilt-component/date-of-birth-collection),\n[Name collection](/dialogflow/cx/docs/concept/prebuilt-component/name-collection),\nand [Telephone number collection](/dialogflow/cx/docs/concept/prebuilt-component/telephone-number-collection)\nprebuilt components to collect user information to register a new account.\n\nAccount types\n-------------\n\nBy default, this component supports the following account types:\n\n- Savings accounts\n- Checking accounts, also known as current accounts\n- Demat accounts\n- Salary accounts\n\nSupported account types may be added or removed by modifying the\n`prebuilt_components_open_account_account_type` custom entity.\n\nLimitations\n-----------\n\nIn addition to the\n[common prebuilt component limitations](/dialogflow/cx/docs/concept/prebuilt-component#limits),\nthis prebuilt component has the following limitations:\n\n- This component does not encrypt any data.\n\nSample dialogs\n--------------\n\nThe following sample dialogs demonstrate common scenarios handled by this\nprebuilt component. The sample dialogs demonstrate behavior when the component is\ncalled via telephony, which triggers the Default Welcome Intent and the first\nagent response at the start of the conversation.\n\n### New user\n\nThe agent collects the user's phone number and identifies that the user is not\nregistered for an account. The agent then collects details including the user's\nfull name and date of birth, and generates an application which is sent to\nthe user's provided telephone number.\n\n### Existing user\n\nThe agent identifies that the user has been previously authenticated and confirms\nwhat type of account the user would like to open. The agent creates an\napplication to the user and sends instructions to the user's registered phone\nnumber.\n\n### Existing application\n\nThe agent identifies that the user has previously opened a single application\nand presents the user with the current status. The user declines to open another\napplication for a new account.\n\nNaming conventions\n------------------\n\nThis prebuilt component uses the following naming conventions:\n\nInput parameters\n----------------\n\nInput parameters are parameters that are used to configure certain behaviors of\nthe component. The parameters will be used by one or more conditions within the\nflow to determine how the component should behave. Flow-scoped parameters must\nbe set on the start page of the component as described below. Session-scoped\nparameters may be set either by a calling flow, or on the start\npage of this component.\n\nThis prebuilt component accepts the following input parameters:\n\n#### To configure the input parameters for this component, expand for instructions.\n\n1. Open the [Dialogflow CX console](https://dialogflow.cloud.google.com/cx/projects).\n2. Choose your Google Cloud project.\n3. Select your agent.\n4. Select the **Build** tab.\n5. Click the imported component in the **Flows** section.\n6. Click the Start Page in the **Pages** section.\n7. Click the **true** Route in the Start Page.\n8. In the Route window, edit the **Parameter Presets** values as needed.\n9. Click **Save**.\n\nOutput parameters\n-----------------\n\nOutput parameters are session parameters that will remain active after exiting\nthe component. These parameters contain important information collected by the\ncomponent. This prebuilt component provides values for the following output\nparameters:\n\nBasic setup\n-----------\n\nTo set up this prebuilt component:\n\n1. [Import the prebuilt component](/dialogflow/cx/docs/concept/prebuilt-component#import).\n2. Configure the provided [flexible webhooks](/dialogflow/cx/docs/concept/webhook#flexible) with configuration describing your external services, see Webhook setup below.\n\nWebhook setup\n-------------\n\nIn order to use this component, you will need to configure the included\n[flexible webhooks](/dialogflow/cx/docs/concept/webhook#flexible) to retrieve\nneeded information from your external services.\n\n### Telephone verification\n\nThe `prebuilt_components_open_account:telephone_verification` webhook is used\nby the component to get information about registered accounts and previous\napplication(s) associated with the user's telephone number.\n\n#### API request parameters\n\nThe following parameters are provided by the component as inputs to the API request.\n\n#### API response parameters\n\nThe following parameters are pulled from the API response to be used by the component.\n\n#### To configure the Telephone verification webhook for this component, expand for instructions.\n\n1. Open the [Dialogflow CX console](https://dialogflow.cloud.google.com/cx/projects).\n2. Choose your Google Cloud project.\n3. Select your agent.\n4. Select the **Manage** tab.\n5. Click **Webhooks**.\n6. Select the prebuilt_components_open_account:telephone_verification webhook.\n7. Replace the URL in the Conversational Agents (Dialogflow CX) **Webhook URL** field with the endpoint for the service you want to integrate with. Select the proper **Method** in the dropdown.\n8. Review and update the **Request body** to form the proper request format for your webhook.\n9. Review and update the **Response configuration** to extract specific fields from your webhook's response. Do not modify the parameter names, as these are required by the component to access the returned field values.\n10. Review and update the **Authentication** settings as needed.\n11. Click **Save**.\n\n### Generate application\n\nThe `prebuilt_components_open_account:generate_application` webhook is used\nby the component to generate an application for a new account.\n\n#### API request parameters\n\nThe following parameters are provided by the component as inputs to the API request.\n\n#### API response parameters\n\nThe following parameters are pulled from the API response to be used by the component.\n\n#### To configure the Generate application webhook for this component, expand for instructions.\n\n1. Open the [Dialogflow CX console](https://dialogflow.cloud.google.com/cx/projects).\n2. Choose your Google Cloud project.\n3. Select your agent.\n4. Select the **Manage** tab.\n5. Click **Webhooks**.\n6. Select the prebuilt_components_open_account:generate_application webhook.\n7. Replace the URL in the Conversational Agents (Dialogflow CX) **Webhook URL** field with the endpoint for the service you want to integrate with. Select the proper **Method** in the dropdown.\n8. Review and update the **Request body** to form the proper request format for your webhook.\n9. Review and update the **Response configuration** to extract specific fields from your webhook's response. Do not modify the parameter names, as these are required by the component to access the returned field values.\n10. Review and update the **Authentication** settings as needed.\n11. Click **Save**.\n\n### Complete\n\nYour agent and its webhooks should now be set up and ready to test."]]
