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Copilot Studio - Calling Actions from Copilot S...
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How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

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Posted on by 39

How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form? I can get the email to generate but I can’t get any of the variable details to be added. 

 

What I'm using currently .. with an automate email V2

Customer information:

{{variables('Global.Var5')}}

 

Problem explained.

{{variables('Global.Technologies')}}

---------------------------------------------

{{variables('Global.Var3')}}

 

Emergency Status: {{variables('Var4')}}

 

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  • Wmscott Profile Picture
    39 on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    If I use the flow option or as a plugin it doesn’t recognize the data in the dynamic format. Based on what Co-pilot says It should work but the strings are not being recognized as variables. 

  • adilei Profile Picture
    on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    Not sure I understand the problem. Can you share a screenshot of the copilot topic where a flow is invoked?

  • Wmscott Profile Picture
    39 on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    I can but do you just want the screen shot or the code? and do you also need the email workflow? 

  • Wmscott Profile Picture
    39 on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?
  • Wmscott Profile Picture
    39 on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    I looked at screen shots but that would have been upgraded... I figured an export would work since there is no credible information. 

  • adilei Profile Picture
    on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    A screen capture of the relevant topic would really help

  • Wmscott Profile Picture
    39 on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    Wmscott_0-1708120464240.png

    Wmscott_1-1708120505408.png

    Wmscott_2-1708120568636.png

    Wmscott_3-1708120601152.png

  • Wmscott Profile Picture
    39 on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    Wmscott_4-1708120725632.pngWmscott_5-1708120784143.png

     

  • adilei Profile Picture
    on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    If you want your flow to receive parameters from the copilot, add input parameters to "When Power Virtual Agents Calls a Flow", and map values to those parameters from the Copilot Studio authoring canvas.

     

    The overall idea and steps are described here:

     

    Call a flow as an action - Microsoft Copilot Studio | Microsoft Learn

    Add input and output variables - Microsoft Copilot Studio | Microsoft Learn

     

     

  • Wmscott Profile Picture
    39 on at
    Re: How can I text information from a user bot interaction and provide them an email of the information (help desk ticket) without using a form?

    I found the information about the basic call a flow and import variables you are describing. However when I'm working with an email flow action I read I had to use V2 and I also had to use the variable strings listed in my email body that maps back to the topic customer response answer's. I need to know if this is something that can be done and I need to know what I'm missing to get the information to show up correctly in the email. If there is another way I would be willing to try but right now the action doesn't recognize the variable strings in the email body and just sends me it as real text and not the information requested. 

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