Create a bot

[This topic is pre-release documentation and is subject to change.]

You can use Dynamics 365 Virtual Agent for Customer Service to create a powerful custom bot. Virtual Agent makes it easy to create bots that address common support issues. You can design a conversation path that leads each customer to a resolution.

To help get you started and tailor the bot to your specific needs, Virtual Agent lets you create a bot using built-in content building blocks containing topics, trigger phrases, and pre-authored conversation paths. These built-in topics can also be useful as a model for building your own conversations for similar customer-support issues. For more information, see Work with built-in topics.

To create your first bot

If you encounter an issue while creating your bot, see Known issues with creating a bot.

  1. Go to aka.ms/virtual-agent and select Try Preview. Sign in using your work account.

    Sign up screen

    You are then presented with several license agreements and terms-of-service screens. When you agree to these terms, you are assigned licenses that allow you to access the Preview.

  2. In the Create a new bot dialog box, you’ll name your bot. This can be something generic to your company or specific to the scenario you are tailoring your bot to.

    Create a new bot

    Your virtual agent is created in the default PowerApps environment that was created for you in the prior step. For most users, this is sufficient. However, if you want to specify a custom PowerApps environment for your virtual agent, you can do so by expanding the More options menu and selecting a different environment.

    Note

    Preview is currently supported only in the United States, with data stored in US data centers. If your company is located outside of the United States, you need to create a custom environment, with Region set to United States, before you can create your virtual agent. For more information on how to create a custom PowerApps environment, see Creating a PowerApps environment.

  3. Once you select Create, the process for creating the first bot within a new environment can take up to 15 minutes.

    Creating new bot screen

    Note

    Explore some features of Virtual Agent while you are waiting:

  4. When the bot creation process completes, the banner changes. You now have full functionality in the bot and can modify topics, test your changes, or deploy your bot.

Creating additional bots

If you have already created a bot, you can create a new bot by selecting the icon on the title bar to open the Bots pane and then selecting New bot.

New bot icon in title bar

Known issues with creating a bot

When you are creating your bot, you might encounter the following issues.

No read/write access to any environment

In this case, you see this error: “You do not have permissions to any environments. Please get access from an administrator.”

To resolve this issue, follow the steps in To create a new PowerApps environment. Use that environment to create your bot.

Insufficient permissions for the selected environment

If an user selects an environment that they have insufficient access to, they get the following error: “An unexpected server error occurred. Please retry creating your bot.”

To resolve this issue, follow the steps in To create a new PowerApps environment. Use that environment to create your bot.

The PowerApps environment I created does not show up in the drop-down menu of Virtual Agent

Your environment might not show up in the drop-down menu due to one of the following:

  • The environment doesn't have a database created. To resolve this, go to admin.powerapps.com to create a database in your environment.
  • The environment's region is set to something other than United States. To resolve this, follow the steps in To create a new PowerApps environment.
  • The environment didn't finish setting up. To resolve this, retry in a few minutes.