cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
lahddah
Helper I
Helper I

Start Bot using button

Hello - On the 'Demo' sites, you can click buttons/links that will start the bot. Is there a way to do this when publishing to a SharePoint site? Meaning, would I be able to add a set of buttons / links in one section of the page that will kick the bot off without me having to type 'hi' and then a topic?

 

Like, clicking on a button that says 'How do I reset my password?', then having the bot start by saying 'I see you want to reset your password....'

 

Thanks, in advance. ~ lah

2 ACCEPTED SOLUTIONS

Accepted Solutions
renatoromao
Most Valuable Professional
Most Valuable Professional

Hi @lahddah ,

 

Yes, but you need a developer skills to do it.

Today, you can implement PVA as Iframe inside SharePoint Online, but if you use variables as global and external, and customize your site, you can use it.

 

its pretty hard to do it.


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+3.250 students) : English | Português

View solution in original post

renatoromao
Most Valuable Professional
Most Valuable Professional

Hi @lahddah ,

 

Good news!!! 

I created a web part solution to use chatbots inside SharePoint pages.

How to use Chatbots inside SharePoint pages (no-co... - Power Platform Community (microsoft.com)


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+3.250 students) : English | Português

View solution in original post

15 REPLIES 15
renatoromao
Most Valuable Professional
Most Valuable Professional

Hi @lahddah ,

 

Yes, but you need a developer skills to do it.

Today, you can implement PVA as Iframe inside SharePoint Online, but if you use variables as global and external, and customize your site, you can use it.

 

its pretty hard to do it.


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+3.250 students) : English | Português
lahddah
Helper I
Helper I

Thank you, renatoromao. That is a bummer. I'm starting to build out a whole power apps portal, but it just seems like overkill. If that might work, however, I'll go with it. I just don't know how others are getting it to start minimized on the screen and have it start with a user click, rather than a user having to say 'hello'. I'll keep researching.

 

thanks, again.

~ lah

renatoromao
Most Valuable Professional
Most Valuable Professional

Hi @lahddah ,

 

You're welcome! 🙂

You can build using CSS and JS, it's a customization that Power Virtual Agents allows you.

 

1- Create a CSS and JS file to use a button, icon, div or something like that inside the page, similar to this page.

COVID19 Volunteer - Self4Society (mygov.in)

Doc: Customize the web chat canvas - Power Virtual Agents | Microsoft Docs

 

2- After the user clicks on the div, button or something like that, you can start the greeting topic to your bot.

 

If you have some design or dev knowledge, you can see this site COVID19 Volunteer - Self4Society (mygov.in) using the F12 control in your keyboard and understand the customization behind the page, will help you a lot.


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+3.250 students) : English | Português
lahddah
Helper I
Helper I

That is what I am looking for. Thank you! I have seen those instructions, but I am working to put it inside a SharePoint Online intranet page, so the 'index.html' part threw me off. I am not seeing how it would work inside of SP like this. But I will revisit it and see what I can do. Thank you, again, for the examples and explanations. I am proficient in CSS and JS and other programming codes, so hopefully I can make it happen.

Hi,
So you can create a page in any customer portal or static website you have access to, build as per your requirement and once you are happy then you can embed the same in SharePoint via iframe. The example of self4society doesn't use iframe as they have embedded the bot code directly. This is also an option if SharePoint allows embedding of html + js directly on to a page (i am not sure about that).
Our bot is for the customers so we have built a page in powerapps portal and provided an iframe to the other team to host the same in corporate portal. 


Thank you, nmk. That is what I'm doing now in SharePoint Online (embedded iframe). I am having difficulty getting it to start minimized with a call to action (click here to chat) or some chat image button. It is just open full height and blank until someone types in it. I can get it to autostart in a test 'index' page, but even if I could figure out how to autostart it w/ brief intro and instructions letting the user know how to interact with it, I know each time someone visits the page, it will be recorded as a 'run', so stats might be wonky. (less important)

 

Onload, I'd like something like a simple call to action button which, when clicked, opens up the chat window with greetings topic. Like this one:

2020-12-21_7-03-26.png

 

There are html and script web parts available in SharePoint, but so far those aren't working for the code and in SharePoint online. I'll keep trying, though.

 

Thanks, again!

~ lah

nmk
Resolver I
Resolver I

Hi  @lahddah,

 

Again, you can do multiple things. It's all up to the requirement and creativity you can put into action.

 

Well, to start the bot on the click on a button, you need to use the custom canvas (I am sure you are already aware of this) -> here's the details.

 

Secondly, you need to encapsulate the below code into a function and call the function on the button click.

 

        const styleOptions = {

           // Add styleOptions to customize Web Chat canvas
           hideUploadButton: true
        };

        // Add your BOT ID below 
        var BOT_ID = "<ENTER YOUR BOT ID>"; 
        var theURL = "https://powerva.microsoft.com/api/botmanagement/v1/directline/directlinetoken?botId=" + BOT_ID;

      fetch(theURL)
            .then(response => response.json())
            .then(conversationInfo => {
                window.WebChat.renderWebChat(
                    {
                        directLine: window.WebChat.createDirectLine({
                            token: conversationInfo.token,
                        }),
                        styleOptions
                    },
                    document.getElementById('webchat')
                );
            })
            .catch(err => console.error("An error occurred: " + err));

 

Yes it will come as blank. You have two options now.

 

1- Auto start the chat conversation. This is the route we took. More details here Note: if you don't use a user topic in greeting then it won't be counted as billed session.

 

2- There are lots of things you can do with the help of HTML+Javascript+CSS combination e.g.

  • Containerized the bot into into a div and put a header/footer with instruction.
  • Put an overlay with instructions and give some effects. You can google for ideas- here

 

 

 

Thank you, nmk! These are all methods I am trying. I'm working on a localhost thing now to see if I can make it work the say I want (start minimized & maximize on button press). One problem that I've found is that the script webpards that worked in SharePoint 2013 classic pages don't work with SharePoint online modern pages, which is the direction we want to go. So, I'm trying to fit a square peg into a round hole, I guess. I appreciate your input and am looking into the links shared. I've visited all of them prior to posting here, but will go through them more closely to see what I'm missing.

 

Thank you -

~ lah

renatoromao
Most Valuable Professional
Most Valuable Professional

Hi @lahddah ,

 

In SharePoint Modern Pages, you can use SPFx.

I will do a sample in this weekend because I have the most part of this code that I already did for my client. Can you wait for this sample?


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+3.250 students) : English | Português

Helpful resources

Announcements

Celebrating the May Super User of the Month: Laurens Martens

  @LaurensM  is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024.   Consistent Engagement:  He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges.   Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone.   Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community.   Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community!   Keep up the fantastic work!        

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   😊Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!      

Welcome to the Copilot Studio Community!

You are now a part of a vibrant growing group of peers and industry experts who are here to network, share knowledge, and even have a little fun!   If you have not yet registered, please visit here to learn how to register!   Now that you are a member, you can enjoy the following resources:   The Microsoft Copilot Studio Community Forums If you are looking for support with any part of Microsoft Copilot Studio, our forums are the place to go. They are titled "Forums" and there you will find technical professionals with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Copilot Studio Community forums! Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered!   Microsoft Copilot Studio Ideas Do you have an idea to improve the Microsoft Copilot Studio experience, or a feature request for future product updates? Then the "Copilot Studio Ideas" section is where you can contribute your suggestions and vote for ideas posted by other Community members. We constantly look to the most voted Ideas when planning updates, so your suggestions and votes will always make a difference.   News & Announcements The Copilot Studio Community News & Announcements is your stop to get all the latest news around Community events and announcements. This is where we share with the Community what is going on and how to participate!   Copilot Studio Samples, Learning and Video Galleries We have galleries that can assist you with information on creating a bot in our Webinars and Video Gallery,  and the ability to share the bots you have created in our Bot Sharing Gallery.  Check out the awesome content being shared there today!   Again, we are excited to welcome you to the Microsoft Copilot Studio Community family! Whether you are brand new to the world of bot creation or you are a seasoned Copilot Studio veteran, our goal is to shape the Community to be your ‘go to’ for support, networking, education, inspiration and encouragement as we enjoy this adventure together!   Let us know in the Community Feedback if you have any questions or comments about your Community experience. To learn more about the Community and your account be sure to visit our Community Support Area boards to learn more!   We look forward to seeing you in the Copilot Studio Community!The Copilot Studio Community Team

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

The Copilot Studio community is thrilled to share some exciting news!

We are embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools that our community advocates for.  We're proud to announce that the Copilot Studio community will pioneer this migration starting in June 2024. The move will mark the beginning of a new chapter, and we're eager for you to be a part of it. Following our lead, the rest of the Power Platform product sites will join us over the summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind, to connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport. To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages  

Users online (3,735)