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Posted on by Community Member

Hello Everyone,

I need to know how chat bot works with dynamics 365.

I configured my cafex with dynamics 365 portal.

I want to configure chatbot with my cafex for frequently asked question in my dynamics 365 portal.

I tried this link https://neilparkhurst.com/2017/11/04/live-assist-and-my-first-bot/ but i could make it.

Kindly help me out to configure with chatbot.

Thanks & Regards

Karthik V

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Arun Vinoth 11,615 Moderator on at

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What’s the problem you are facing?

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Community Member on at

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Hi arun

Chat Bot mention in that site was in preview version. Now azure we have three bot service. So i cant match with that site. But i completed the chat bot configuration with cafex and dynamics 365 portal.

Thanks & Regards

karthik v

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tomo_m 13 on at

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Hi,

try to follow steps in this updated article https://community.dynamics.com/365/b/businesstransformationdynamics365/archive/2018/08/27/ai-powered-bots-to-transform-customer-service-why-and-how

After you create KnowledgeBase you can import existing frequently asked question base that you previouslly exported from portal.

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Community Member on at

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Hi tomo,

I completed my requirement. But i did the same way how they explained in the given link.

1.But how the transfer is happening. If customer type "transfer to human" only the chat is transferred to agent. But in the given link if customer type "Pathetic" then it has to transferred to agent but its not happening.

2.Then when customer logged into portal in cafex i couldn't see the customer name in the cafex chat window. Once the chat is completed customer is not automatically set in chat activity. we have to set the customer manually in chat activity.

Thanks & Regards

Karthik V

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