Creating Chatbot using Power Virtual Agents

Power Virtual Agents are another important feature in Dynamics 365 umbrella which help users to build powerful chatbot using a no-code graphical user interface. In this blog article, we will see how easily we can create a powerful chatbot using Power Virtual Agents.

Scenario

Let us take a real-world scenario, say your company has developed a few products and they displayed the products on the company’s website. Now, the users or prospects browse the company website and has some questions related to the products. You have already added a chat bot to your website which will allow the users or prospects to ask the questions and get the response. In case, the users or prospects shown interest about the product, then the chatbot should get a few details like “First Name”, “Last Name” and “Mobile Number” from the users or prospects and will automatically create a Lead record in your Dynamics 365 Customer Engagement instance for further business process.

Let us move ahead and create a chatbot using Power Virtual Agents.

Creating Bot using Power Virtual Agents

1. First of all, sign in into “https://powervirtualagents.microsoft.com/en-us/” using your work email address or we can click on “Start Free” to create a trial environment of Power Virtual Agent (refer Fig. 1).

(Fig. 1)

2. Once the above step is successful, then we can go ahead and create the new Bot (refer Fig. 2).

(Fig. 2)

3. The bot will be created with some default Topics and we can also create our own Topics.

Topics is the place where we configure what exactly bot should do whenever the user asks the questions (refer Fig. 3).

(Fig. 3)

Creating Topics using Power Virtual Agents

4. Let me create my own custom Topics which will be triggered whenever any user or prospect ask any questions related to the Products.
5. Click on “New Topic” and specify the Name, Description and Trigger Phrases (refer Fig. 4).

(Fig. 4)

6. Click on “Go to authoring canvas”. This is the place where we exactly configure what bot should do.
7. As per the scenario, the user or prospect will ask questions related to the Product. We will first ask the bot to check with user or prospect on which product he/she is interested in (refer Fig. 5).

(Fig. 5)

8. Based on the response, we will go ahead and ask the bot to check with the user or prospect what do you want to know about the Product (refer Fig. 6 & 7).

(Fig. 6)

(Fig. 7)

9. Based on the response, we will go ahead and ask the bot to check with the user or prospect whether he / she is interested in the Product (refer Fig. 8).

(Fig. 8)

10. If a user or prospect shown interest in the Product, we will ask the bot to get a few details like “First Name”, “Last Name” and “Mobile Number” (refer Fig. 9).

(Fig. 9)

11. We will pass these inputs to the Power Automate via calling an Action to create a Lead record in Dynamics 365 Customer Engagement for further process (refer Fig. 10).

Click here to check how we can call Power Automate in Power Virtual Agents.

(Fig. 10)

12. The user or prospect will receive a message on the Chatbot saying that “Your request has been submitted successfully. One of our executives will get back to you shortly” (refer Fig. 11).

(Fig. 11)

Hope this help!