How to Give Better Customer Support with an AI-Driven Bot

by | Updated February 20, 2020 | Business Intelligence, Power Platform

Power Virtual Agent Build-A-Bot

Now available in the Power Platform!

The low-code no-code world of the Power Platform has added an incredible new feature, Power Virtual Agent. What is it you ask? Well, it’s an AI-driven bot that will help you provide support to your customers, as well as your employees. Let’s take a look at just how easy it is to set one up.

Most of us have at one time or another likely used a bot when navigating a website. A pop-up chat window would be a good example of one. Now you have the power to create your own, as simple or complex as you’d like, to engage your customers and employees.

Benefits

• Free up your team to deal with bigger issues by easily automating common inquiries
• Instant analytics reporting indicating KPIs, customer satisfaction scores, and other valuable session information
• Easy to use code-free interface, enabling your team to add or make changes quickly and easily
• Configure your bot using out-of-the-box features to add it quickly to a website, mobile app, Facebook, Microsoft Teams, or many other options
• With the ability to integrate with custom connectors using Power Automate, your bot can even set up Leads or Contacts in Dynamics, giving your sales team a powerful new tool

Let’s build a bot!

I’ve added Power Virtual Agent to my environment, so after clicking + New Bot, I’m ready to go. First things first, a name.

Create a new bot

After clicking Create, my new bot will quickly be created

Creating your bot

Now I’m presented with the easy to use Power Virtual Agent user interface. Using the Site Map on the left, I’ll check out the pre-built Topics that are already set up for me. I can interact with my bot and test out responses here as well.

Power Virtual Agents | Topics

In the Chat box I typed in “When do you open” and the bot quickly responded with store hours that are a part of the pre-built topics (I did jump in and swap out our own office’s locations). You can see the flow of this topic on the right. You can add your own ‘Triggers’ for each topic, then build out your flow with messages, questions, surveys, and more.

A Simple Topic

In this example, you can see where the conversation could branch out based on the selection. And from there it could branch out again or even come back together again.

Conversation Branch

Using the site map on the left, you can navigate to your Analytics reporting. Here’s a quick sample of data that was available after I finished with some testing using my bot.

Power Virtual Agents | Analytics

Once you’re happy with some of the topics you’ve built out for your new bot, you can Publish and share with whomever you like using the demo URL provided on the Publish page.

Chatbot

Now think of all the ways this new feature can help out your customers, as well as your team. Add it to your website, mobile app, use it internally, or various other options that are available.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV

october

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X