Use SharePoint & Power Virtual Agent to Create Smart Chatbot from Coursera

It is a common situation that, in any company, employees want to get general information about a topic they are interested in, for example, how many vacation days they have, when was the company founded, do they work on weekends, are there any dressing rules, who is the CEO and so on. Of course, there is always a person or multiple persons in the company who can give those answers, but there is a much better way of providing your colleagues with information they need then chasing those all-knowing employees for answers, and that is a fully automated chatbot created with Power Virtual Agent, which is one of the 4 main parts of the Power Platform.

In this 35-minutes long guided project, “Use SharePoint & Power Virtual Agent to Create Smart Chatbot”, you will create a SharePoint site and list, add some data to it and create a Power Virtual Agent chatbot which will automate the information flow from your company to the employees. Once the chatbot is up and running, you and your colleagues won’t have to bother other colleagues in person or send them emails or texts anymore, you will be able to have a nice and easy-going conversation with the bot behind the chatbot and find out the information you need. Since this project uses Office 365 services like SharePoint and Power Virtual Agent (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription account. In the video at the beginning of the project you will be given instructions on how to sign up for both.

If you are ready to create your artificial co-worker which will help you and your colleagues provide information to others, then this project is for you! Let's get started!

What's inside

Syllabus

Project Overview

In this guided project, you will create a fully automated chatbot with AI capabilities. Also, you will use Power Automate flow to connect the chatbot with SharePoint.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops skills and knowledge critical to support and upskill employees

Appropriate for those in any industry or role with employees who need information

Provides a practical solution to a common workplace challenge

Taught by an industry expert with a proven track record

Utilizes Microsoft Power Platform tools, which are widely used in the industry

May require familiarity with Microsoft Office 365 and Power Automate

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Use SharePoint & Power Virtual Agent to Create Smart Chatbot with these activities:

Attend virtual Power Platform meetups

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Connect with like-minded individuals, share knowledge, and learn from experts in the Power Platform community.

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Locate online Power Platform meetups
Register and attend

Identify a Power Platform expert

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Seek guidance and support from experienced practitioners to enhance learning and accelerate progress.

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Network with professionals on LinkedIn
Attend industry events

Review SharePoint basics

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Review SharePoint online resources to enhance foundational knowledge and prepare for course content.

Browse courses on SharePoint

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Read SharePoint documentation
Watch SharePoint tutorials

13 other activities

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Explore Power Virtual Agent Documentation

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Familiarize yourself with the official Power Virtual Agent documentation

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Visit the Power Virtual Agent documentation website
Read through the getting started guide
Explore the different sections of the documentation

Join a Study Group

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Collaborate with peers to enhance your learning experience

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Find a study group or create your own
Meet regularly to discuss course material
Work together on assignments and projects

Create a sample SharePoint site

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Create a personalized practice environment to apply SharePoint concepts and gain hands-on experience.

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Configure a new SharePoint site
Add content and customize settings

Practice Power Automate flow creation

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Creating Power Automate flows will help solidify your understanding of how to connect different services and automate tasks.

Browse courses on Power Automate

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Create a new Power Automate flow
Add a trigger to the flow
Add actions to the flow
Test the flow

Build a Sample Chatbot

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Create your own chatbot to practice the concepts learned in the course

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Choose a topic for your chatbot
Design the chatbot's conversation flow
Develop the chatbot's backend code
Test and deploy your chatbot

Explore Power Virtual Agent tutorials

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Supplement course material by following guided tutorials to enhance understanding of Power Virtual Agent capabilities.

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Follow official Microsoft tutorials
Search for community-created resources

Practice Power Virtual Agent syntax

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Reinforce understanding of Power Virtual Agent syntax through repetitive exercises, improving accuracy and efficiency.

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Complete syntax challenges
Create and test chatbot scenarios

Design a chatbot using Power Virtual Agent

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Designing a chatbot will help you apply the principles of natural language processing and conversational AI to create a functional chatbot.

Browse courses on Power Virtual Agent

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Identify the purpose of the chatbot
Define the user personas
Create a knowledge base
Design the chatbot's conversation flow

Practice Q&A

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Reinforce what you've learned by going through the provided Q&A

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Review the provided questions and answers
Try to answer the questions on your own
Check your answers against the provided solutions

Build a chatbot using Power Virtual Agent

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Building a chatbot will allow you to put your knowledge of Power Virtual Agent into practice and create a functional chatbot that can be used to automate tasks.

Browse courses on Power Virtual Agent

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Configure the chatbot
Add topics and intents to the chatbot
Create dialogs for the chatbot
Test and publish the chatbot

Build a simple Power Virtual Agent chatbot

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Apply course knowledge to create a chatbot prototype, solidifying understanding of chatbot design and implementation.

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Design a basic chatbot flow
Implement the chatbot using Power Virtual Agent
Configure chatbot settings and deployment

Write a blog post about your chatbot

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Writing a blog post about your chatbot will help you reflect on the process of building it and share your knowledge with others.

Browse courses on Chatbot Development

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Choose a topic for your blog post
Write an outline for your blog post
Write the first draft of your blog post
Edit and revise your blog post

Contribute to Power Virtual Agent open-source projects

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Engage in real-world projects to apply skills, contribute to the community, and deepen understanding of Power Virtual Agent capabilities.

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Find suitable open-source projects
Collaborate with project maintainers
Contribute code or documentation

Career center

Learners who complete Use SharePoint & Power Virtual Agent to Create Smart Chatbot will develop knowledge and skills that may be useful to these careers:

Technical Support Specialist

Technical Support Specialists provide technical assistance and support to customers. They troubleshoot problems, answer questions, and provide training on a variety of products and services. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course can be useful for this role by providing a foundation in creating automated chatbots that can assist customers with common questions and issues. This can help Technical Support Specialists free up their time to focus on more complex problems and provide a better overall customer experience.

See salaries and explore the career path for Technical Support Specialist

Customer Service Representative

Customer Service Representatives provide customer service and support to customers via phone, email, or chat. They answer questions, resolve complaints, and provide information about products and services. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course can be useful for this role by providing a foundation in creating automated chatbots that can assist customers with common questions and issues. This can help Customer Service Representatives free up their time to focus on more complex problems and provide a better overall customer experience.

See salaries and explore the career path for Customer Service Representative

Quality Assurance Analyst

Quality Assurance Analysts ensure that products and services meet quality standards. They test products, identify defects, and recommend improvements. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course can be useful for this role by providing a foundation in creating automated chatbots that can assist with testing and quality assurance. This can help Quality Assurance Analysts improve the efficiency and accuracy of their work.

See salaries and explore the career path for Quality Assurance Analyst

Product Manager

Product Managers plan, develop, and launch new products and services. They conduct market research, define product requirements, and work with engineers and designers to bring products to market. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course can be useful for this role by providing a foundation in creating automated chatbots that can assist with customer feedback and product development. This can help Product Managers get feedback from customers early on and improve the overall quality of their products and services.

See salaries and explore the career path for Product Manager

Project Manager

Project Managers plan, execute, and close projects. They define project scope, develop project plans, and manage project teams. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with project communication and collaboration. This can help Project Managers keep team members informed and improve the overall efficiency of their projects.

See salaries and explore the career path for Project Manager

Data Analyst

Data Analysts collect, analyze, and interpret data to identify trends and patterns. They use data to make informed decisions and improve business outcomes. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with data collection and analysis. This can help Data Analysts improve the efficiency and accuracy of their work.

See salaries and explore the career path for Data Analyst

Business Analyst

Business Analysts analyze business processes and identify opportunities for improvement. They work with businesses to define requirements, develop solutions, and implement changes. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with data collection and analysis. This can help Business Analysts improve the efficiency and accuracy of their work.

See salaries and explore the career path for Business Analyst

Database Administrator

Database Administrators manage and maintain databases. They ensure that databases are running smoothly and that data is secure. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with database administration. This can help Database Administrators improve the efficiency and accuracy of their work.

See salaries and explore the career path for Database Administrator

Software Developer

Software Developers design, develop, and maintain software applications. They work with businesses to understand their needs and develop solutions that meet those needs. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots. This can help Software Developers improve the efficiency and accuracy of their work.

See salaries and explore the career path for Software Developer

Network Administrator

Network Administrators manage and maintain computer networks. They ensure that networks are running smoothly and that data is secure. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with network administration. This can help Network Administrators improve the efficiency and accuracy of their work.

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IT Manager

IT Managers plan, develop, and implement IT strategies for organizations. They manage IT budgets, oversee IT staff, and ensure that IT systems are aligned with business goals. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with IT management. This can help IT Managers improve the efficiency and accuracy of their work.

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Web Developer

Web Developers design, develop, and maintain websites. They work with businesses to understand their needs and develop solutions that meet those needs. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with website development. This can help Web Developers improve the efficiency and accuracy of their work.

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Graphic designer

Graphic Designers create visual content for a variety of purposes, such as marketing, advertising, and web design. They work with businesses to understand their needs and develop solutions that meet those needs. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with graphic design. This can help Graphic Designers improve the efficiency and accuracy of their work.

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Sales Representative

Sales Representatives sell products and services to businesses and consumers. They work with customers to understand their needs and develop solutions that meet those needs. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with sales and customer service. This can help Sales Representatives improve the efficiency and accuracy of their work.

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Marketing Manager

Marketing Managers plan and execute marketing campaigns for products and services. They work with businesses to understand their needs and develop solutions that meet those needs. The "Use SharePoint & Power Virtual Agent to Create Smart Chatbot" course may be useful for this role by providing a foundation in creating automated chatbots that can assist with marketing and customer service. This can help Marketing Managers improve the efficiency and accuracy of their work.

See salaries and explore the career path for Marketing Manager