web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

PVA conversation and Omnichannel Account or contact automatic link. How to do it?

(0) ShareShare
ReportReport
Posted on by 5

Hello community,

I am trying to achieve an automatic link beween a conversation made by a bot in PVA (already integrated with Omnichannel) and the contact. This is native and straightforward when we use pre-surveys in Omnichannel but I was looking for some help when we use PVA as a source of the conversation that ends escalated to an agent.

Thank you so much in advance!

I have the same question (0)
  • Suggested answer
    dian74 Profile Picture
    2,477 Most Valuable Professional on at

    If you are referring to the ability to automatically identify customers that go from a PVA chat to a Omnichannel (live agent) that is available in the application: Details here: docs.microsoft.com/.../record-identification-rule

    PLEASE MARK AS VERIFIED IF HELPFUL

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 45 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 27 Most Valuable Professional

#3
Soundari Profile Picture

Soundari 15

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans