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ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

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ALEXANDER YAVORSKIY CHIEF TECHNOLOGY OFFICER FINANCIAL ENGINES EV Concierge The Friendly HipChat EV Bot DAVID CHOU STAFF SYSTEMS ENGINEER FINANCIAL ENGINES
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Page 1: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

ALEXANDER YAVORSKIY CHIEF TECHNOLOGY OFFICER

FINANCIAL ENGINES

EV ConciergeThe Friendly HipChat EV Bot

DAVID CHOU STAFF SYSTEMS ENGINEER

FINANCIAL ENGINES

Page 2: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

• Big cool statistic

• 2,569

• Add-Ons in Marketplace

Do you drive EV to work?

Page 3: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

4 chargers 30+ drivers

How do we share and still be friends?

Page 4: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Curtis Foon - 3:24 PMI am next in queue

Jon Burt - 3:34 PMI will go after Curtis

Jun Ni - 4:54 PMOk, I will be third in line

Curtis Foon - 3:24 PMI am done, Jon you can go…

Jon Burt - 4:34 PMAlright, I am coming down…

Jon Burt - 4:35 PMHey, who took my spot? I was next!!! :-(

HipChat saves the day…?

Page 5: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

There is got to be a better way!

Page 6: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Queue Mangement Station Monitoring Alerts & Reminders

Meet EV Concierge…

Page 7: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Queue Management

Station Monitoring

Alerts and Reminders

Commands - List, Add/Remove, Suspend/Resume, Help, Register, Subscribe

Joe Smith - 3:24 PMev add

Jun Ni - 4:54 PMev list

EV Concierge - 3:34 PMJoe, you are #3 in the queue. I will call you when your turn is up.

EV Concierge - 3:34 PM1. James Bond2. Jon Burt3. Joe Smith

Joe Smith - 3:24 PMev remove

Page 8: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Queue Management

Station Monitoring

Alerts and RemindersAlerts and Reminders

Status display and queue automation.

EV Concierge - 4:10 PM JoeSmith plugged into charger ‘A’

EV Concierge - 3:46 PM DaveBurt unplugged charger ‘A’

EV Concierge - 3:46 PM@JoeSmith you are next in queue!

EV Concierge - 4:10 PMJoeSmith was removed from the queue.

EV Concierge - 6:00 AM Monitoring started

Page 9: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Queue Management

Station Monitoring

Alerts and Reminders

Maximize utilization, minimize penalties.

EV Concierge - 4:00 PMFriendly reminder, charger ‘A’ is still available.

EV Concierge - 3:46 PM DaveBurt unplugged charger ‘A’

EV Concierge - 3:46 PM@JoeSmith you are next in queue!

EV Concierge - 5:10 PM@MikeSnail time limit for charger ‘D’ is approaching, to avoid a fee be ready to move.

Page 10: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Same EV commands as

HipChat

Bonus Feature: SMS

Page 11: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

When I get close to the office

Add me to the queue

Bonus Feature: IFTTT

Page 12: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

EV Concierge - Architecture

1. Command Interpreter

2. Event Monitor

3. Queue Services

Page 13: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Command Interpreter

Page 14: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Command Interpreter

Page 15: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Command Interpreter

Page 16: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Command Interpreter

Page 17: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Command Interpreter

Page 18: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Command Interpreter

Page 19: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Command Interpreter

Page 20: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Launch HubotInstall HipChat Adapter

Install HubotFollow Documentation

(npm install -g yo generator-hubot) (yo hubot --adapter hipchat)

HUBOT_HIPCHAT_JIDHUBOT_HIPCHAT_PASSWORDHUBOT_HIPCHAT_ROOMS

Getting Started with Hubot

Page 21: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Variables

Function

API Request

Page 22: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Variables

Function

API Request

Page 23: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Variables

Function

API Request

Page 24: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Variables

Function

API Request

Page 25: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Event Monitor

Page 26: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Event Monitor - ChargePoint API

XMPP/Jabber Publish/Subscribe model for event listening. Implemented via Smack API Java library by Ignite Realtime.

SOAP APIOld-fashioned, but proven. Provides API for publish/subscribe API, charger status information, etc.

API Key Ask your facilities manager. Access level depends on corporate agreement.

Page 27: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Event Monitor - GetStations Request

Page 28: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Event Monitor - Get Stations Response

Page 29: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Event Monitor - Implementation

Page 30: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Queue Services

Page 31: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Queue Services - Data Model

DRIVERS

- hipChatId - chargePointId - phoneNumber - isSmsEnabled

STATIONS

- stationId - alias

QUEUE

- date - queue

Page 32: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Queue Services - Architecture

Page 33: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Queue Service - Driver Discovery

Page 34: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Key Learnings

AWS = no heavy lifting

Public Shaming Works

Best UI is no UIFewer apps to learn and monitor.

Nobody wants to be a pariah.

Quick development cycle, reduced costs and maintenance.

Page 35: ChatBots Everywhere - How Financial Engines Made Their EV Charging Stations Chat With Them

Thank you!

ALEXANDER YAVORSKIY CHIEF TECHNOLOGY OFFICER

FINANCIAL ENGINES @AYAVORSK2000

DAVID CHOU STAFF SYSTEMS ENGINEER

FINANCIAL ENGINES @IAMDAVIDSCHOU


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