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Copilot Studio - General
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I want to save user bot conversations for teams channel into dataverse table

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Posted on by 78

Hi Team,

I want to save user and bot conversations for teams channel into Custom Dataverse table via Power Automate.

Can you please guide me with following queries:
1) How to create Custom Dataverse Table?

2) How to save data from Copilot studio into Dataverse table via Power Automate or any provision available?

3) How to retrieve saved data from Dataverse table ?  is there any API's available for retrieving data?
    It would be good if we have any API's are available for retrieving data. I want to retrieve this data from outside of copilot studio.

 

Can you please help me out with above queries?

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  • adilei Profile Picture
    on at
    Re: I want to save user bot conversations for teams channel into dataverse table

    I don't quite understand what is it that you're trying to achieve. If the requirement is to have the transcript available during runtime, then yes, you could use a global variable.

     

    Otherwise, the transcript will be available post conversation.

  • argeraju Profile Picture
    78 on at
    Re: I want to save user bot conversations for teams channel into dataverse table

    Thanks Adilei,

    Please go through (https://powerusers.microsoft.com/t5/General/I-want-to-retrieve-user-bot-conversations-using-direct-line-api/m-p/2535437#M8109) topic.

    See the reply from Henry, what he mentioned about teams channel.

  • adilei Profile Picture
    on at
    Re: I want to save user bot conversations for teams channel into dataverse table

    So just for everyone's benefit, when using the full version of Copilot Studio, transcripts are saved for all copilots, including those published to Teams.

     

    It's just not the case when in comes to the  "PVA for Teams" limited version.

     

    I don't know of any way to access the conversation transcript in the limited version. Workarounds would be extremely limited as well, since as far as I remember premium connectors are not available either.

     

  • argeraju Profile Picture
    78 on at
    Re: I want to save user bot conversations for teams channel into dataverse table

    Hi Adilei,

    Thanks for quick reply, Teams channel data won't be available in Dataverse transcript table.

    For web channel, conversations will be stored into Dataverse transcript table automatically.
    Moreover, data present in Dataverse transcript table won't be available immediately once conversation is ended using direct line Api.
    That is the reason we want to save these conversations into custom Dataverse table, so that we can retrieve using direct line Api or power automate flow.

    After saving data into Custom Dataverse table,
    is it possible to retrieve data using Directline API?

    For Teams channel also will store conversation data manually into Custom Dataverse table.

    I want to retrieve Dataverse table data using REST APIs, is it possible?
    Once I retrieve the conversations, will feed it to Gen AI.

  • Community Power Platform Member Profile Picture
    on at
    Re: I want to save user bot conversations for teams channel into dataverse table

    Hi Citron,

    Thanks for quick reply, Teams channel data won't be available in Dataverse transcript table.

    For web channel, conversations will be stored into Dataverse transcript table automatically.
    Moreover, data present in Dataverse transcript table won't be available immediately once conversation is ended using direct line Api.
    That is the reason we want to save these conversations into custom Dataverse table, so that we can retrieve using direct line Api or power automate flow.

    After saving data into Custom Dataverse table,
    is it possible to retrieve data using Directline API?

    For Teams channel also will store conversation data manually into Custom Dataverse table.

    I want to retrieve Dataverse table data using REST APIs, is it possible?
    Once I retrieve the conversations, will feed it to Gen AI.

  • citron-truc Profile Picture
    389 on at
    Re: I want to save user bot conversations for teams channel into dataverse table

    Hey !

    I hope you are doing well. Parameters > Copilot Detail > Advanced, you can choose options to save transcripts of conversations which you can then download from the analysis > Sessions tab.

    Here is a bit of documentation that can help maybe : https://learn.microsoft.com/en-us/microsoft-copilot-studio/analytics-sessions-transcripts

  • adilei Profile Picture
    on at
    Re: I want to save user bot conversations for teams channel into dataverse table

    Conversation transcripts are already stored in Dataverse: https://learn.microsoft.com/en-us/microsoft-copilot-studio/analytics-sessions-transcripts

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