Creating an AtBot ChatBot connected to Dynamics 365

Dynamics Companions BARE BONES CONFIGURATION GUIDES

TABLE OF CONTENTS

CONFIGURING ATBOT

Building a LUIS language model ................................................................... 3 MODULE 1: CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365 Logging into LUIS ................................................................................... 4 Creating a LUIS Application ................................................................... 7 Creating a LUIS Intent .......................................................................... 13

CONFIGURATION BLUEPRINT

Building an Utterance library............................................................... 18 Creating an Entity ................................................................................ 25 Associating Entities with Utterances ................................................... 29 Training your LUIS Application ............................................................ 34

CONFIGURING ATBOT

Testing your LUIS Application .............................................................. 38 Publishing your LUIS Application ......................................................... 44 Review ................................................................................................. 50

CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Creating an AtBot ....................................................................................... 51 Logging into AtBot ............................................................................... 52 Adding Users to AtBot ......................................................................... 56 Creating an AtBot ................................................................................ 63 Creating a new Azure Dashboard ........................................................ 71

Although Internet Explorer and Edge are great browsers, Chrome does have one feature that is really useful for us when we are demonstrating Dynamics 365. Chrome will allow us to have multiple personas up and running within different browser sessions and they keep all of their session information separate. So if we are trying to show how multiple people work through a scenario, we can have them up and running at the same time without having to resort to multiple in private sessions and also multiple browser types to keep the people in check.

Creating an Azure Bot Channel ............................................................ 76 Registering a Direct Line Bot Channel ............................................... 100 Linking the AtBot with the Bot Channel ............................................ 105 Linking the LUIS Intent with the AtBot .............................................. 108 Configuring Intent Vector Entities ..................................................... 118 Creating an AtBot Skill Category........................................................ 126 Adding the Skill Category to the AtBot .............................................. 132 Review ............................................................................................... 137 Creating the AtBot Conversation Flow ..................................................... 138 Creating the AtBot Conversation Flow .............................................. 139 Adding the Skill to the Category ........................................................ 161 Testing the AtBot Conversation......................................................... 167 Extending the Conversation to show data from Dynamics 365 ........ 174

So even though it pains me to say it, it might be a good idea to use Chrome just for this reason.

Review ............................................................................................... 214 Integrating the Bot With Teams ............................................................... 215 Registering the Teams Channel ......................................................... 216 Using the Bot within Teams............................................................... 222 Review ............................................................................................... 230 Conclusion ................................................................................................ 231

www.dynamicscompanions.com Dynamics Companions

-1-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Creating an AtBot ChatBot connected to Dynamics 365 Creating Bots that integrate with Dynamics 365 has not been the easiest thing to do in the past for nondevelopers because it has required a lot of coding to be done, and also in order to change the conversation flows you needed to update and redeploy the code for the Bot to make it available to the users. Recently we were introduced to a partner solution called AtBot that allows us to create Bot services through the AtBot portal that links to LUIS and Azure Bot Services, allowing us to build conversation flows and dialogs using Flow as the authoring engine. This allows us to build Bots with zero coding experience that also leverages the power of Flow to connect to other services seamlessly, allowing us to integrate Dynamics 365 using the standard entities. In this walkthrough we will show you how to configure and build an AtBot Bot that connects to Dynamics 365, using LUIS as the engine for discovering the users intent and deploy it out to chat platforms like Microsoft Teams. This is gold I tell you, gold!

Topics Covered •

Building a LUIS language model

•

Creating an AtBot

•

Creating the AtBot Conversation Flow

•

Integrating the Bot With Teams

www.dynamicscompanions.com Dynamics Companions

-2-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Building a LUIS language model We will start off by creating a LUIS language model that will be used by the Bot to infer what the intention of our questions are when we ask them.

Topics Covered •

Logging into LUIS

•

Creating a LUIS Application

•

Creating a LUIS Intent

•

Building an Utterance library

•

Creating an Entity

•

Associating Entities with Utterances

•

Training your LUIS Application

•

Testing your LUIS Application

•

Publishing your LUIS Application

www.dynamicscompanions.com Dynamics Companions

-3-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Logging into LUIS We will start off by logging into the LUIS.

How to do it… To do this, all you need to do is navigate to the LUIS website by going to http://www.luis.ai and then click on the Login / Sign up link on the page.

And that will take you into the My Apps page within LUIS where you will be able to manage all of the different applications that you have trained within the Language Understanding system.

This will allow you to authenticate with LUIS using your AD account.

www.dynamicscompanions.com Dynamics Companions

-4-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Logging into LUIS How to do it…

To do this, all you need to do is navigate to the LUIS website by going to http://www.luis.ai and then click on the Login / Sign up link on the page.

www.dynamicscompanions.com Dynamics Companions

-5-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Logging into LUIS How to do it…

This will allow you to authenticate with LUIS using your AD account. And that will take you into the My Apps page within LUIS where you will be able to manage all of the different applications that you have trained within the Language Understanding system.

www.dynamicscompanions.com Dynamics Companions

-6-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Creating a LUIS Application Now that we are logged into LUIS, we can create a Language Understanding App that we will be able to train on all of the different ways that we can ask questions to our bot.

How to do it… Start off by clicking on the + Create new app link within the My Apps page.

Description to Supply Chain Language Domain Service.

This will open up the Create new app form where we will be able to set up the details for our LUIS app.

After you have done that just click on the Done button to create the new LUIS app. This will take us into the Intents page which will allow us to create groupings of intents (or general objectives) that we will be able to classify out commands though.

Start off by giving the app a Name. Here we set the Name to Supply Chain Service. And if you want, you can give your app a more detailed Description. Here we set the

www.dynamicscompanions.com Dynamics Companions

-7-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Creating a LUIS Application How to do it…

Start off by clicking on the + Create new app link within the My Apps page.

www.dynamicscompanions.com Dynamics Companions

-8-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Creating a LUIS Application How to do it…

This will open up the Create new app form where we will be able to set up the details for our LUIS app.

www.dynamicscompanions.com Dynamics Companions

-9-

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Creating a LUIS Application How to do it…

Start off by giving the app a Name. Here we set the Name to Supply Chain Service.

www.dynamicscompanions.com Dynamics Companions

- 10 -

DYNAMICS COMPANIONS CONFIGURATION BLUEPRINT GUIDE

CONFIGURING ATBOT CREATING AN ATBOT CHATBOT CONNECTED TO DYNAMICS 365

Creating a LUIS Application How to do it…

And if you want, you can give your app a more detailed Description. Here we set the Description to Supply Chain Language Domain Service. After you have done that just click on the Done button to create the new LUIS app.

www.dynamicscompanions.com Dynamics Companions

- 11 -

Turn static files into dynamic content formats.

Create a flipbook

Creating an AtBot ChatBot connected to Dynamics 365

Published on Sep 30, 2018

Dynamics Companions

Creating Bots that integrate with Dynamics 365 has not been the easiest thing to do in the past for non-developers because it has required a lot of coding to be done, and also in order to change the conversation flows you needed to update and redeploy the code for the Bot to make it available to the users. Recently we were introduced to a partner solution called AtBot that allows us to create Bot services through the AtBot portal that links to LUIS and Azure Bot Services, allowing us to build conversation flows and dialogs using Flow as the authoring engine. This allows us to build Bots with zero coding experience that also leverages the power of Flow to connect to other services seamlessly, allowing us to integrate Dynamics 365 using the standard entities. In this walkthrough we will show you how to configure and build an AtBot Bot that connects to Dynamics 365, using LUIS as the engine for discovering the users intent and deploy it out to chat platforms like Microsoft Teams. This is gold I tell you, gold!