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M365 Saturday Sydney
Chatbot - Enhance Collaboration
in the Modern Workplace
Anupam Ranku | Office 365, Azure, ML | Telstra Purple
B http://ranku.site | T @anupamranku
M365 Saturday Sydney
Agenda
• Importance of the Cognitive Assistance
• Bot’s Success Factors
• Bot Framework
• Building Bots as per Personas
• References
• Demo
M365 Saturday Sydney
Bots are the new Apps
M365 Saturday Sydney
Rise of the Cognitive Assistant
M365 Saturday Sydney
Assistants are being
embedded
everywhere; are
increasing ability to
solve problems.
As computing
advances, so will
Virtual Assistant
ability to help in task
completion.
Virtual Assistants
ability to be “smart”,
and to understand
intent, tone, and
context.
Market demand for
meaningful, stateful
and goal oriented
conversations.
Rise of the Cognitive Assistant
M365 Saturday Sydney
• Does the bot easily solve the user’s problem with the minimum number of steps?
• Does the bot solve the user’s problem better/easier/faster than any of the alternative experiences?
• Does the bot run on the devices and platforms the user cares about?
• Is the bot discoverable? Do the users naturally know what to do when using it?
Bot's Success Factor
M365 Saturday Sydney
Bot's Success Factor – First Interaction & Flow
M365 Saturday Sydney
Bot's Success Factor - Navigation
The "captain obvious bot"
The “stubborn bot"
M365 Saturday Sydney
Bot's Success Factor – User Experience
M365 Saturday Sydney
https://adaptivecards.io/
Adaptive Card
A customizable card that can contain any
combination of text, speech, images,
buttons, and input fields.
Supported in Teams, Outlook, Windows, etc.
Hero
Largest card
Best used for articles, long descriptions or
scenarios where your image is telling most of the
story
Thumbnail
Short and sweet
Ideal for short answers, or if you want to return several
cards at once to provide options
Good for deep link to tab or service
Bot's Success Factor – Cards
M365 Saturday Sydney
Office 365 Connector Card
Flexible - Provides for multiple sections,
images and fields
Also supported in O365 Groups (Exchange)
Receipt
A card that enables a bot to provide a receipt to
the user. It typically contains the list of items to
include on the receipt, tax and total information,
and other text.
List / List collection
Scrolling list of items
Collection of Hero/Thumbnail cards in Carousel or Vertica
layout
Bot's Success Factor – Cards
https://adaptivecards.io/
M365 Saturday Sydney
Format From user to bot From bot to user Notes
Rich text Basic markdown, no tables
Pictures
Maximum 1024×1024 and 1 MB in PNG, JPEG, or GIF format; animated GIF not
officially supported
Cards Currently supports Hero, Thumbnail, and Office 365 Connector cards
Emojis Currently supports emojis via UTF-16 (such as U+1F600 for grinning face)
Bot's Success Factor – User Experience
M365 Saturday Sydney
M365 Saturday Sydney
Examples of bot
personality and
response types
M365 Saturday Sydney
Azure Logic Apps
BOT Framework
Pro Integrator
Sandra
• Works in IT as a developer
• Codes in Visual Studio
• Builds custom solutions
• Azure Portal is her Happy Place
• Loves building APIs
• Azure Functions!
Stuart
• Works in HR as an HRIS Analyst
• Has some technical training
• Excel and SharePoint are his JAM!
• Is under constant pressure to do more
• Doesn’t have Azure Portal access
• Administrates SaaS solutions like Workday,
Successfactors, Taleo
Citizen Integrator
Microsoft Flow
Jira Cloud
Ad-hoc Integrator
Sam
• In IT, Service Desk Supervisor
• Can script in PowerShell
• Looking to reduce costs in
providing IT Service
Management
• Administrates ServiceNow
• Persona may include IT Pro/BA
Microsoft Flow
Azure Logic Apps
Bot Creator Personas
M365 Saturday Sydney
Traders/Investors
QuadrigaCX
Exchange
A
P
I
G
A
T
E
W
A
Y
LUIS
Azure SQL
Intents
Utterances
Entities
Trading BOT
M365 Saturday Sydney
Employees
Workday
Connector
Workday
HR Bot – Update Demographic Data
M365 Saturday Sydney
Employees
Access Management Bot
M365 Saturday Sydney
Bot registration portal
Help confirm registration settings
Simulates 1:1 conversation
Bot Framework Emulator
Separate download
Does not require registration
Can connect to bot on localhost
Supports speech recognition
ngrok Tunnel
Separate download
Forwards internet requests to local machine
Allows inspection of request/response
Testing & Training Your Bot
M365 Saturday Sydney
References
M365 Saturday Sydney
References
• Bot Framework Solutions Documentation
https://microsoft.github.io/botframework-solutions/index
• Bot Framework
https://dev.botframework.com/
• Samples
https://github.com/microsoft/BotBuilder-Samples
• Create a bot for Microsoft Teams
https://docs.microsoft.com/en-us/microsoftteams/platform/concepts/bots/bots-create
• Cognitive Services
https://azure.microsoft.com/en-us/services/cognitive-services/
• Credit: Thanks to Kent Weare, Paul Schaeflein and Andrew Connell. Some of the content have been
borrowed from their earlier presentations.

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Chatbot Success Factor - Microsoft 365 Saturday Sydney

  • 1. M365 Saturday Sydney Chatbot - Enhance Collaboration in the Modern Workplace Anupam Ranku | Office 365, Azure, ML | Telstra Purple B http://ranku.site | T @anupamranku
  • 2. M365 Saturday Sydney Agenda • Importance of the Cognitive Assistance • Bot’s Success Factors • Bot Framework • Building Bots as per Personas • References • Demo
  • 3. M365 Saturday Sydney Bots are the new Apps
  • 4. M365 Saturday Sydney Rise of the Cognitive Assistant
  • 5. M365 Saturday Sydney Assistants are being embedded everywhere; are increasing ability to solve problems. As computing advances, so will Virtual Assistant ability to help in task completion. Virtual Assistants ability to be “smart”, and to understand intent, tone, and context. Market demand for meaningful, stateful and goal oriented conversations. Rise of the Cognitive Assistant
  • 6. M365 Saturday Sydney • Does the bot easily solve the user’s problem with the minimum number of steps? • Does the bot solve the user’s problem better/easier/faster than any of the alternative experiences? • Does the bot run on the devices and platforms the user cares about? • Is the bot discoverable? Do the users naturally know what to do when using it? Bot's Success Factor
  • 7. M365 Saturday Sydney Bot's Success Factor – First Interaction & Flow
  • 8. M365 Saturday Sydney Bot's Success Factor - Navigation The "captain obvious bot" The “stubborn bot"
  • 9. M365 Saturday Sydney Bot's Success Factor – User Experience
  • 10. M365 Saturday Sydney https://adaptivecards.io/ Adaptive Card A customizable card that can contain any combination of text, speech, images, buttons, and input fields. Supported in Teams, Outlook, Windows, etc. Hero Largest card Best used for articles, long descriptions or scenarios where your image is telling most of the story Thumbnail Short and sweet Ideal for short answers, or if you want to return several cards at once to provide options Good for deep link to tab or service Bot's Success Factor – Cards
  • 11. M365 Saturday Sydney Office 365 Connector Card Flexible - Provides for multiple sections, images and fields Also supported in O365 Groups (Exchange) Receipt A card that enables a bot to provide a receipt to the user. It typically contains the list of items to include on the receipt, tax and total information, and other text. List / List collection Scrolling list of items Collection of Hero/Thumbnail cards in Carousel or Vertica layout Bot's Success Factor – Cards https://adaptivecards.io/
  • 12. M365 Saturday Sydney Format From user to bot From bot to user Notes Rich text Basic markdown, no tables Pictures Maximum 1024×1024 and 1 MB in PNG, JPEG, or GIF format; animated GIF not officially supported Cards Currently supports Hero, Thumbnail, and Office 365 Connector cards Emojis Currently supports emojis via UTF-16 (such as U+1F600 for grinning face) Bot's Success Factor – User Experience
  • 14. M365 Saturday Sydney Examples of bot personality and response types
  • 15. M365 Saturday Sydney Azure Logic Apps BOT Framework Pro Integrator Sandra • Works in IT as a developer • Codes in Visual Studio • Builds custom solutions • Azure Portal is her Happy Place • Loves building APIs • Azure Functions! Stuart • Works in HR as an HRIS Analyst • Has some technical training • Excel and SharePoint are his JAM! • Is under constant pressure to do more • Doesn’t have Azure Portal access • Administrates SaaS solutions like Workday, Successfactors, Taleo Citizen Integrator Microsoft Flow Jira Cloud Ad-hoc Integrator Sam • In IT, Service Desk Supervisor • Can script in PowerShell • Looking to reduce costs in providing IT Service Management • Administrates ServiceNow • Persona may include IT Pro/BA Microsoft Flow Azure Logic Apps Bot Creator Personas
  • 19. M365 Saturday Sydney Bot registration portal Help confirm registration settings Simulates 1:1 conversation Bot Framework Emulator Separate download Does not require registration Can connect to bot on localhost Supports speech recognition ngrok Tunnel Separate download Forwards internet requests to local machine Allows inspection of request/response Testing & Training Your Bot
  • 21. M365 Saturday Sydney References • Bot Framework Solutions Documentation https://microsoft.github.io/botframework-solutions/index • Bot Framework https://dev.botframework.com/ • Samples https://github.com/microsoft/BotBuilder-Samples • Create a bot for Microsoft Teams https://docs.microsoft.com/en-us/microsoftteams/platform/concepts/bots/bots-create • Cognitive Services https://azure.microsoft.com/en-us/services/cognitive-services/ • Credit: Thanks to Kent Weare, Paul Schaeflein and Andrew Connell. Some of the content have been borrowed from their earlier presentations.