Skip to main content

Notifications

Calling Actions from Copilot Studio
Answered

Flow to send an email

Posted on by 27

Greetings!

 

I have a PVA BOT that manages technical support as a basic self help desk.  I want to upgrade its escalation, by making the BOT to send an email to the support group itself, instead of having a "MailTo" URL action, where the user clicks to and opens Outlook for them to send the email. 

Now,  when I edit the topic and click on the call action lighting icon...I don't see a flow I created for this.  Nevertheless, I selected the option to create  a new flow, but it seems that my problem is that the canvas doesn't accept any variable, except for the ones in the flow.  But it doesn't make sense because  the values for those variables are already set in the flow??  

 

Here are pictures for the Canvas and the flow itself :

 

Canvas:

 

jguzmanlozada_2-1637005656552.png

 

 

Flow:

jguzmanlozada_1-1637004855834.png

 

I thought to add variables to the BOT variables, but I don't see where I can do this, neither I believe is the correct answer.

 

Thanks in advance for any help!!

 

JG

 

  • jguzmanlozada Profile Picture
    jguzmanlozada 27 on at
    Re: Flow to send an email

    @Pstork1 THANK YOU!!!

     

    I still need some tweaks, but in essence this post can be closed!  Once I realized I can just type in the variables from the trigger list, all was more clear and the tests succeeded!

     

    jguzmanlozada_0-1637274113639.png

     

    Agan, thank you very much!

     

    Cheers,

     

    JG

  • Pstork1 Profile Picture
    Pstork1 63,059 on at
    Re: Flow to send an email

    You can't edit the System Escalate topic.  But you can add your own custom system fallback topic which includes an Escalate node.  You should be able to redirect the Escalate node wherever you want.

    Use a system fallback topic in Microsoft Teams - Power Virtual Agents | Microsoft Docs

  • Verified answer
    Pstork1 Profile Picture
    Pstork1 63,059 on at
    Re: Flow to send an email

    When you create the variables in the trigger of the flow and set values, you are setting the default values that will be used if parameters are not passed from the calling bot.  You need to create the variable in the flow and then set the value of it using a value/variable in the bot.  In this example action you can see that I have manually supplied a value for the variable in the flow.  But I could also use the value from a variable in the bot.

    image.png

    In the flow I had already created the "Where" variable that will be set to "At Home" when the flow is run.  Notice I didn't supply a default value.  The value is supplied by the bot when the flow is invoked.

    image.png

  • jguzmanlozada Profile Picture
    jguzmanlozada 27 on at
    Re: Flow to send an email

    I kind of  got it working, but I still struggles with the variables.  I was able to create a variable and the BOT now does sends an email, for a specific topic I created hence. I pat myself in my shoulder for that lol. 

     

    But,  I still would like to edit the escalate topic or a similar one that will let the BOT capture the use's issue, so it then sends it in an email.    This document helped me look to the right direction to better understand the variables and entities, but I still need a little nudge to completely automate my BOT:

     

    https://docs.microsoft.com/en-us/power-virtual-agents/authoring-variables

     

    Cheers!

    JG

Helpful resources

Quick Links

Exciting News for Copilot Studio Communi…

Get ready to experience a whole new level of engagement with the Copilot Studio…

Celebrating the May Super User of the…

LaurensM is an exceptional contributor to the Power Platform Community…

Check out the Copilot Studio Cookbook…

We are excited to announce our new Copilot Cookbook Gallery in the Community…

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 137,998

#2
RandyHayes Profile Picture

RandyHayes 76,308

#3
Pstork1 Profile Picture

Pstork1 63,059

Leaderboard

Featured topics