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Nicolae Tarla - Empowering Organizations with Power Virtual Agents: A practical guide to building intelligent chatbots with Microsoft Power Platform

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Nicolae Tarla Empowering Organizations with Power Virtual Agents: A practical guide to building intelligent chatbots with Microsoft Power Platform
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Unleash the capabilities of Power Virtual Agents to provide actionable insights to your customers and employees using automated chatbot solutions

Key Features
  • Provide instant customer support on your webpages using Power Virtual Agents
  • Discover tips and techniques for the governance, administration, and deployment of chatbots
  • Build conversational solutions for your web apps, public portals, and Teams environment
Book Description

Power Virtual Agents is a set of technologies released under the Power Platform umbrella by Microsoft. It allows non-developers to create solutions to automate customer interactions and provide services using a conversational interface, thus relieving the pressure on front-line staff providing this kind of support.

Empowering Organizations with Power Virtual Agents is a guide to building chatbots that can be deployed to handle front desk services without having to write code. The book takes a scenario-based approach to implementing bot services and automation to serve employees in the organization and external customers. You will uncover the features available in Power Virtual Agents for creating bots that can be integrated into an organizations public site as well as specific web pages. Next, you will understand how to build bots and integrate them within the Teams environment for internal users. As you progress, you will explore complete examples for implementing automated agents (bots) that can be deployed on sites for interacting with external customers.

By the end of this Power Virtual Agents chatbot book, you will have implemented several scenarios to serve external client requests for information, created scenarios to help internal users retrieve relevant information, and processed these in an automated conversational manner.

What you will learn
  • Get to grips with Power Virtual Agents and understand the license requirement for using it
  • Deploy bots on public websites or web pages
  • Create conversational solutions for your organization using Microsoft Teams
  • Explore best practices for governance that are essential for implementing Power Virtual Agents
  • Explore different business scenarios for implementing Power Virtual Agents
  • Understand the integration between Power Virtual Agents and Microsoft Power Platform
Who this book is for

This book is for organization representatives looking to automate processes, relieve the first-contact workload of their front-line agents, and provide actionable results to employees and customers. Business professionals, citizen developers, and functional consultants will also find this book helpful. Familiarity with the Modern Workplace and the Dynamics 365 family of products will be useful. Beginner-level knowledge of Power Platform and its main modules will assist with understanding the concepts covered in the book more effectively.

Table of Contents
  1. Introducing Power Virtual Agents
  2. Licensing for Power Virtual Agents
  3. Building Your First Power Virtual Agent Chatbot
  4. Creating a Power Virtual Agent for Your Website
  5. Integrating a Power Virtual Agent into Your Website
  6. Handling Authentication and Personalization
  7. Building a Power Virtual Agents Application for Teams
  8. Integrating the Power Virtual Agent into Teams
  9. Serving Information from Various Sources
  10. Power Virtual Agents Governance
  11. Power Virtual Agents Best Practices
  12. Power Virtual Agents Administration

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Empowering Organizations with Power Virtual Agents

A practical guide to building intelligent chatbots with Microsoft Power Platform

Nicolae Tarla

BIRMINGHAMMUMBAI

Empowering Organizations with Power Virtual Agents

Copyright 2021 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Publishing Product Manager: Pavan Ramchandani

Senior Editor: Sofi Rogers

Content Development Editor: Feza Shaikh

Technical Editor: Saurabh Kadave

Copy Editor: Safis Editing

Project Coordinator: Ajesh Devavaram

Proofreader: Safis Editing

Indexer: Manju Arasan

Production Designer: Aparna Bhagat

First published: July 2021

Production reference: 1070721

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-80107-474-2

www.packt.com

Contributors
About the author

Nicolae Tarla is an independent consultant focused on business transformation through automation, enterprise architecture, and digital transformation. He has architected and implemented business solutions for over 15 years for the private and public sectors, at both enterprise and SMB levels. With a passion for CRM, he has worked with multiple platforms throughout his career and continues to recommend the best business solutions for clients.

He was awarded the Microsoft MVP award for 4 consecutive years. He is actively involved in the leadership team for his local Dynamics 365 user group and participates in organizing local Dynamics 365 Saturday events. He continues to share his knowledge through his personal blog and other channels. His Twitter handle is @niktuk.

About the reviewer

Renato Romo de Souza is a Microsoft MVP who has been recognized as a valuable professional by Microsoft in the business applications category. He was recognized as Power Virtual Agents Community Founder and Power Virtual Agents Super User, for the contributions he makes in Microsoft forums on the Power Virtual Agents product. He is a senior Microsoft 365 developer focused on digital transformation with Microsoft 365, Power Platform, and other technologies.

He has trained over 2,700 students in Power Virtual Agents through his courses. He is also the community manager of the CaquiCoders, organizing technical events with speakers from the technical community. Also, he is an associate at MTAC (Multi-Platform Technical Audience Contributor) Brasil, bringing technical content to non-profit organizations, communities, and students in Brazil and around the world.

Table of Contents
Preface

Power Virtual Agents is a set of technologies released under the Power Platform umbrella by Microsoft. It allows non-developers to create solutions to automate customer interactions and provide services using a conversational interface, thus relieving the pressure on front-line staff providing this kind of support.

Empowering Organizations with Power Virtual Agents is a user guide to building chatbots without having to write code. The book takes a scenario-based approach to implementing bot services and automation to serve employees in the organization and external customers. You will learn about the features available in Power Virtual Agents to create automated bots that can be integrated into an organization's public site as well as specific web pages. Next, you will learn how to build bots to be integrated within the Teams environment for internal users. As you progress, you will explore complete examples for implementing automated agents (bots) that can be deployed on sites for interacting with external customers.

By the end of this Power Virtual Agents chatbot book, you will have implemented several scenarios to serve external client requests for information, created scenarios to help internal users retrieve relevant information, and processed them in an automated conversational manner.

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