I am developing a simple chatbot using Microsoft Copilot Studio and have deployed it in Teams. I am currently exploring how to store the entire chat history, along with user metadata such as email, user ID, and timestamp for each chat.
I also wonder if there is a place that we can access to these data?
Hi Juroy,
We had a similar requirement to push the chat history to teams channel if it hits escalation.
By default if the bot is pinned to teams, the individuals will be able to see their chat history.
But i am assuming that you want to see the entire chat history for all users.
We have a table inside Dataverse called 'ConversationTranscripts' which stores all the chat history. You can see the same by looking at Content field in that table. This information is kind of formatted. We need to apply some logic to make the text look simple.
You can use powerautomate dataverse connector to retrieve this information. Ofcourse this is a premium connector.
As far as the user information is concerned, this information is available inside the bot as system variables and if required you should be able to store this information by triggering a powerautomate inside your topic and storing it in someplace like sharepoint list or can also publish this information to teams channel etc.
This whole approach works for Copilot Studio only and not for Copilot Studio for Teams. If you have a bot created using Copilot Studio then you are good.
Regards
Karun
I'm using copilot studio with user login.
I would like to do the same. Retrieving conversation logs/chat history only for the logged in user.
Could you please share the scripts or a demo video on this.
Do you mind writing a tutorial blog or recording a tutorial video on how you implement it?
When we started looking for options, we could initially figure out that this information is stored in the Dataverse table called Conversation Transcripts. Each interaction is created as a record and the entire conversation is stored in a field called Content field. The idea is to use Power Automate in the Escalate Topic to retrieve this record from the Conversation Transcripts table using the Conversation ID and post the chat conversation in the Teams Channel, in case of an escalation.
Figure 1: Dataverse Tables accessible after navigating to Power Apps or Power Automate
Figure 2: Conversation Transcript (Stores Chat Conversations) Table in the Dataverse
Figure 3: Content field that stores the chat conversation
Figure 4: Raw data in the Content Field. Additional formatting to be done to extract the required information.
Inferences based on the initial approach:
The above points made us look for an alternative approach. We looked at Global Variables and we could successfully append the data to the global variable using Power Fx Formulas.
The approach was based on Global Variables creation and appending the same across all the topics.
Below are high level steps as part of this approach.
Benefits from this approach
This topic is triggered at the start of the conversation. Declared global variables in this Topic as below.
Figure 5: Global Variables declared in Conversation Start Topic
This topic is triggered when the Chatbot cannot match the user's question or message to a trigger phrase. It will prompt the user with the message:
I'm sorry, I'm not sure how to help with that. Can you try rephrasing?
If the user's question remains unanswered, it hits the Escalate Topic, where the user receives a customized the message:
I'm sorry, I couldn't help you with your query. However, I've forwarded your query to the IT Service Team. They will get in touch with you shortly.
Figure 6: Appending data to Global Variable.
This topic is triggered when the bot is not able to answer the user query.
Figure 7: Input variables to Power Automate are passed here so the chat conversation is posted in Teams Channel
Figure 8: Power Automate to post the chat history to Teams Channel and to create a log in sharepoint list
Figure 9: Sample Topic depicting the Global Variable Append operation.
Figure 10: Appending Name Question and User Response to Global Variable
Figure 11: Appending Age Question and User Response to Global Variable
Figure 12: Appending DOB Question and User Response to Global Variable
Figure 13: Sample Output of Chat Conversation posted to Teams Channel using PowerAutomate
Note:
Figure 14: Copilot Studio for Teams based Bot Actions
Copilot Studio for Teams has few limitations.
It's time for another Tuesday Tip, 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. This Week: All About Community Support Whether you're a seasoned community veteran or just getting started, you may need a bit of help from time to time! If you need to share feedback with the Community Engagement team about the community or are looking for ways we can assist you with user groups, events, or something else, Community Support is the place to start. Community Support is part of every one of our communities, accessible to all our community members. Within each community's Community Support page, you'll find three distinct areas, each with a different focus to help you when you need support from us most. Power Apps: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pa_community_support Power Automate: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpa_community_support Power Pages: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpp_community_support Copilot Studio: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pva_community-support Community Support Form If you need more assistance, you can reach out to the Community Team via the Community support form. Choose the type of support you require and fill in the form accordingly. We will respond to you promptly. Thank you for being an active part of our community. Your contributions make a difference! Best Regards, The Community Management Team
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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 May 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
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Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzDeenujialexander2523ragavanrajanLaurensMManishSolankiMattJimisonLucas001AmikcapuanodanilostephenrobertOliverRodriguestimlAndrewJManikandanSFubarmmbr1606VishnuReddy1997theMacResolutionsVishalJhaveriVictorIvanidzejsrandhawahagrua33ikExpiscornovusFGuerrero1PowerAddictgulshankhuranaANBExpiscornovusprathyooSpongYeNived_Nambiardeeksha15795apangelesGochixgrantjenkinsvasu24Mfon LATEST NEWS Business Applications Launch Event - On Demand In case you missed the Business Applications Launch Event, you can now catch up on all the announcements and watch the entire event on-demand inside Charles Lamanna's latest cloud blog. This is your one stop shop for all the latest Copilot features across Power Platform and #Dynamics365, including first-hand looks at how companies such as Lenovo, Sonepar, Ford Motor Company, Omnicom and more are using these new capabilities in transformative ways. Click the image below to watch today! 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Power Up Program Announces New Video-Based Learning Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram. These include a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the image below to find out more! UPCOMING EVENTS Microsoft Build - Seattle and Online - 21-23rd May 2024 Taking place on 21-23rd May 2024 both online and in Seattle, this is the perfect event to learn more about low code development, creating copilots, cloud platforms, and so much more to help you unleash the power of AI. There's a serious wealth of talent speaking across the three days, including the likes of Satya Nadella, Amanda K. Silver, Scott Guthrie, Sarah Bird, Charles Lamanna, Miti J., Kevin Scott, Asha Sharma, Rajesh Jha, Arun Ulag, Clay Wesener, and many more. And don't worry if you can't make it to Seattle, the event will be online and totally free to join. Click the image below to register for #MSBuild today! European Collab Summit - Germany - 14-16th May 2024 The clock is counting down to the amazing European Collaboration Summit, which takes place in Germany May 14-16, 2024. #CollabSummit2024 is designed to provide cutting-edge insights and best practices into Power Platform, Microsoft 365, Teams, Viva, and so much more. There's a whole host of experts speakers across the three-day event, including the likes of Vesa Juvonen, Laurie Pottmeyer, Dan Holme, Mark Kashman, Dona Sarkar, Gavin Barron, Emily Mancini, Martina Grom, Ahmad Najjar, Liz Sundet, Nikki Chapple, Sara Fennah, Seb Matthews, Tobias Martin, Zoe Wilson, Fabian Williams, and many more. Click the image below to find out more about #ECS2024 and register today! Microsoft 365 & Power Platform Conference - Seattle - 3-7th June If you're looking to turbo boost your Power Platform skills this year, why not take a look at everything TechCon365 has to offer at the Seattle Convention Center on June 3-7, 2024. This amazing 3-day conference (with 2 optional days of workshops) offers over 130 sessions across multiple tracks, alongside 25 workshops presented by Power Platform, Microsoft 365, Microsoft Teams, Viva, Azure, Copilot and AI experts. There's a great array of speakers, including the likes of Nirav Shah, Naomi Moneypenny, Jason Himmelstein, Heather Cook, Karuana Gatimu, Mark Kashman, Michelle Gilbert, Taiki Y., Kristi K., Nate Chamberlain, Julie Koesmarno, Daniel Glenn, Sarah Haase, Marc Windle, Amit Vasu, Joanne C Klein, Agnes Molnar, and many more. Click the image below for more #Techcon365 intel and register today! For more events, click the image below to visit the Microsoft Community Days website.
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. We're excited to announce that updating your community profile has never been easier! Keeping your profile up to date is essential for staying connected and engaged with the community. Check out the following Support Articles with these topics: Accessing Your Community ProfileRetrieving Your Profile URLUpdating Your Community Profile Time ZoneChanging Your Community Profile Picture (Avatar)Setting Your Date Display Preferences Click on your community link for more information: Power Apps, Power Automate, Power Pages, Copilot Studio Thank you for being an active part of our community. Your contributions make a difference! Best Regards, The Community Management Team
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