Hi @LindaP ,
I created a workflow to solve your problem. (if you are using a Custom canvas)
Please, follow the steps below:
Power Automate steps
1. Download the template here: https://bit.ly/PVA-GetConversationTranscript
2. Open flow.microsoft.com
3. Open Solutions (left menu)
4. Import my solution in your environment
5. Open the solution and click on the workflow
6. Turn on the workflow
7. Edit the workflow
8. Find the action called "Compose - Filter days in the past", I inserted "-7" to search seven days in the past because if you are filtering more than 7, maybe your workflow will be loaded up to 2 minutes and Power Virtual Agents will be shown the error. If you want to search for conversations for more than 7 days, test before implementing this feature and remember to insert subtract value before your day like "-10" (ten days in the past).
9. Find the action called "List records - Conversation Transcript entity" and select your credentials (is not need to change the environment or entity)
10. Done.
Custom Canvas
Important: This solution will be work if you are using inside Custom Canvas, like Custom website, Power Apps Portals, SharePoint, or something like that.
1. Add this code inside your custom canvas: https://powervirtualagents.microsoft.com/en-us/blog/change-your-power-virtual-agents-default-canvas-bot-icon-and-name/
2. Change the fetch method to my code below (only fetch code)
New fetch code
fetch(theURL)
.then(response => response.json())
.then(conversationInfo => {
window.WebChat.renderWebChat(
{
directLine: window.WebChat.createDirectLine({
token: conversationInfo.token,
}),
store: store,
styleOptions: styleOptions,
overrideLocalizedStrings: {
TEXT_INPUT_PLACEHOLDER: 'Type your message'
}
},
document.getElementById('webchat')
);
$("#webchat input").parent().parent().parent().append("<div id='conversationId'><span>"+conversationInfo.conversationId+"</span></div>")
})
.catch(err => console.error("An error occurred: " + err));
3. The idea is the user saves the current Conversation Id if he wants to restore this conversation in the future (like a code number). He can save in your notes and personal documents and in the future, if he wants to see the last conversation, he just sends this code.
4. Insert this CSS code to improve the layout
div#conversationId {
padding: 0 10px;
color: #888787;
font-size: 13px;
text-align: center;
}
5. Done.
Power Virtual Agents steps
Important: This solution will be work if you are using inside Custom Canvas, like Custom website, Power Apps Portals, SharePoint, or something like that.
1. Open Greeting topic or your Starter topic
2. Create a question with two options
Question: "Do you want to restore a conversation?"
Options: Yes/No
3. If Yes, create a question with identity type "User's entire response" and change the name of variable like "ConversationId". The idea is the user saves the current Conversation Id if he wants to restore this conversation in the future (like a code number).
5. Create an action calling my workflow (Power Automate) using the ConversationId variable like the input parameter.
6. Create a show message and select the variable ConversationHistory (Power Automate output)
7. Done.
I hope this solution helps you to do your scenario.
