Intro & Overview
Understanding Power Virtual Agents
Putting Your Solution In Motion
Power Virtual Agents is part of the Microsoft Power Platform and is a useful tool for creating automated chatbots to help guide users on a path.
This course will teach you how to use and build your own chatbots. You will learn how to identify common components like topics, entities, and actions, as well as how to build chatbots that can be started with keywords.
Also, you will learn how to prepare your bots for use on websites, Teams, and other channels. This course will help you in preparing for Microsoft certification.
- Describe the different uses for Power Virtual Agents
- Create topics with questions, conditions, messages, and links
- Find and use entities to structure your data
- Test and deploy your bots
- Keep tabs on the analytics of your agents to track usage and performance
- IT professionals who are interested in obtaining a Microsoft certification
- Those who would like to help customers and teams find the right information quickly through an automated chatbot
There are no prerequisites for this course. The application to create Power Virtual Agents is free to try and anyone with a Microsoft license can use it.
This lecture is on putting your chatbots in use. Let's talk about testing your chatbots. Okay, we've talked about a lot of information, and we just built our chatbot. We need to know how to test it out. There is a built-in test bot in Power Virtual Agents. Make sure that you have selected the right bot that you want to test and that you know the trigger that you're going to use. In this case, we're going to type in jackets in the test pane. Since that is one of our trigger words, it starts our chatbot running and it's going to ask us what type of jacket we are looking for. Choose Leather and let's see what the response is.
You can see that this is where the transition between one topic and the other happens. Our message about how the leather feels was the last thing we did in our jackets topic and the checkout topic starts by asking the question about how they're going to pay for it. Choose credit card over the phone and tell the bot that you are not 18 years old. You can see how our action in Power Automate worked, and then it abruptly tells them goodbye.
Now, if we wanna go down another path, we need to refresh the test bot by clicking on the refresh button up at the top right of that pane. Start the bot again by typing in one of the triggers. Choose the Leather path again, but this time, tell it that you are 18 and you want to pay over the phone. We actually get the number now and then we get the survey. Choose Yes and follow the path. Refresh and try different answers.
This is how we test all of the paths of our topic. Remember that if you go back and make changes, you must always save your work to reflect the changes in the test bot. Let's look at publishing your chatbot.
Once your chatbot is refined enough for you to put it out somewhere, you wanna publish your agent. We press all the Publish buttons we can and then it goes out and publishes it. We already tested it in a test bot, but you can also put it on the demo website so that you can test it as well, just like a user would if they came to your website. Type in one of your trigger words to start the bot and just like the test bot within the Power Virtual Agent environment, this will run through our chatbot, but in a way that looks like it was on a website. You can copy this URL and share it with others in your company. Just make sure you let them know what the trigger words are to start. Let's look at adding to a channel.
Adding to a channel is a way that we put our chatbot out into different arenas. We access this by going to Manage and then Channels. Notice that we could put this on our website. We can access the Demo website again, Mobile apps, Facebook, Skype, and you'll notice also that we could put it into Microsoft Teams from here. If I want to add it to my website, I will click on the Custom website icon. From here I would copy the code and then I would put that into an embed window within my website. Or if you're just creating it in HTML, you could put it right into the HTML and create the IFrame.
As we discussed earlier, most of the other channels will give you a Bot ID that you can give to your developers when they call up your chatbot. Monitoring your chatbot for usage and performance. Once we produce our chatbot and we've started to use it in various places, we are going to want to see what kind of analytics are happening with our chatbot. To do this, we go to the Analytics tab, and we put in a date range. You can see a lot of information on this screen, and it has four different tabs where we can get filtered results like Topic triggering, Customer Satisfaction, Sessions, and Billing. If you haven't really used your chatbot much, you won't have any data to show.
Deleting your chatbot. If you need to delete a chatbot, make sure that you have selected the correct bot before going into the settings. Use the gear icon to go into Settings. On the General tab, you will see the Delete bot button. This will delete the current bot that you are using. Unfortunately, there isn't a way to copy nodes, conditions, and messages and paste them into another topic, so make sure you've made notes before deleting.
Ron is an experienced professional with in-depth expertise in SharePoint, Power Automate, Power BI, and Microsoft 365. He enjoys involvement in corporate presentations, training, change management, communications, marketing, and facilitation.
Ron brings this experience together to design SharePoint solutions that meet his client’s business, training, and collaboration needs. His skillset includes: Program Management, Change Management, SharePoint Site Administration and Architecture, Project Management, Graphic Design, and Technology Infrastructure Expertise. Ron is an expert skier and speaks Japanese as a second language.