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Introduction to Microsoft
Bot Framework
Sam Fernando (Senior Microsoft Solutions Architect) – ASG Group
Agenda
 What’s a bot?
 The “bot framework”
 Capabilities of the framework
 Channels
 Deploying & Debugging techniques
 Design considerations
 Submitting to the marketplace
 Tools of the trade
What is a Bot?
“a device or piece of software that can execute commands,
reply to messages, or perform routine tasks, as online
searches, either automatically or with minimal human
intervention (often used in combination)”
Dictionary.com
The Bot Framework
 Release in 2016
 New canvas for developers
 New opportunities for businesses
 Personal way to access, discover & interact
 Microsoft actively investing and working with
channel providers
Business impact
 Enhance productivity
 Reach customers – multi platform & multi channels
 Engage in a natural way
 Expose products & services in high engaged platforms
 Reduce human assistance
 Improve customer experience
Bot Builder
• A framework
to develop
bots
• SDKs
• .Net, NodeJs
• Large set of
samples
Bot Framework
Portal
• Register
• Manage
• Central portal
Channels
• Ways of
exposing the
bots
• Skype
• Facebook
• Web Chat
• etc
Cognitive
• Make bots
smarter
• Self learn
• Natural
interaction
• LUIS
Some use cases
 Customer self service
 Discover products & services
 Connect with field staff integration
 Lookup knowledge base
 Proactively engage with customers
 Assist with team collaboration
 Personal digital assistant
 A shortcut to get data from enterprise apps
Channels
It’s
demo
time….
How to develop & debug a bot in Visual
Studio
How to develop a bot in Azure
Framework Capabilities
 Connect line of business system
 Dialogs
 Form flow
 Proactive messaging
 Rich messaging
 Hand off to human
 IVR & Calling
 Intelligence
 and many more…
Dialogs
 Control the bot’s conversation
 Screen or dialog based navigation
 Dialog lifecycle
Form Flow
 Structured conversation
 Bind a model to a conversation
 Structured data capture
 Automatically generate dialogs
 Reduce time taken to create a bot
 Less flexible compared to creating a custom dialog
 Data validations
 Navigation (go back, help & etc)
 Different field types
Proactive Bots
 Store subscriber/conversation information
 Connect with subscribers on demand
 React to server side events or triggers
Publishing to Facebook & Cortana
Attachments, Rich Cards
Adaptive Cards
 Microsoft is actively investing in the bot framework
 Adding more intuitive ways to present and capture data
 Declarative/Generic card definitions
 Automatic styling
 Increasing channel adoption
 Render to image
 Render to text
 Render to image + text
Hand-off to a human
 Assist complex queries
 Bot middleware
 Routing
 Agent recognition
 Supervisor intervention
 Agent only commands
Bing Search
QnA Maker
Recommendations API
Vision API
Text Analytics
LUIS
Speech Recognition
Intelligent bots
LUIS
 Language Understanding Intelligent Service
 Add conversational intelligence
 Learn and adapt
 Pre built domains
 Multilingual
FAQ to Bot in
minutes…
Convert Structured, Editorial content (FAQ Documents, FAQ
URL) into Bot readable knowledgebase
Bot design considerations
 Does the bot easily solve the customer’s query in a
minimum number of steps?
 Does the bot solve the query faster or better than
alternatives?
 Does the bot run on platforms users care about?
First interaction
 Hi, how can we help you?
 Hi, how can we help you?
Check status
Get help
What’s new
Plan for unexpected questions
 User : Make a reservation for Friday dinner
 Bot : Sure, table reserved for Friday dinner, Is this
confirmed?
Yes
No
 User : actually let’s change to Saturday dinner
Don’t expect users to follow the
structure
 Bot : What city are you travelling to?
 User : “CANCEL”
 Bot : What city are you travelling to?
 User : “HELP”
 Bot : What city are you travelling to?
Validate input
 Bot : Please enter phone number
 User : “CANCEL”
 Bot : Thanks, “CANCEL” has been recorded as your
phone number
Be transparent
 Bot : How can I help you?
 User : I want to know about the new products
 User : Hello
 User : Are you there?
 User : ……
Submitting a Bot to Marketplace
 Must do something meaningful
 Appropriate bot profile
 Instructions for taking payments
 Privacy Policy & Terms and conditions
 Code of conduct
 More info : https://docs.microsoft.com/en-us/bot-
framework/portal-bot-review-guidelines
Tools of the trade
 Bot Builder Framework (github)
 Bot Framework Portal
 Bot Framework Simulator
 Azure Cognitive Services
 LUIS Portal
 Cortana Portal
Recap
 What’s a bot?
 The “bot framework”
 Capabilities of the framework
 Channels
 Deploying & Debugging techniques
 Design considerations
 Submitting to the marketplace
 Tools of the trade
More reading..
Bot Framework Portal – https://dev.botframework.com/
Bot Builder SDK - https://github.com/Microsoft/BotBuilder
Bot Builder Emulator - https://github.com/Microsoft/BotFramework-Emulator
LUIS - https://www.luis.ai
QnA Maker - https://qnamaker.ai
Azure Bot Service - https://azure.microsoft.com/en-au/services/bot-service/
Cortana Developer Dashboard - https://developer.microsoft.com/en-us/cortana/dashboard
Questions?
Thank you!
 Sam.Fernando@smsmt.com
 linkedin.com/in/samfernandoau
 www.slideshare.net/shamiraf

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Introduction to Microsoft Bot Framework

  • 1. Introduction to Microsoft Bot Framework Sam Fernando (Senior Microsoft Solutions Architect) – ASG Group
  • 2. Agenda  What’s a bot?  The “bot framework”  Capabilities of the framework  Channels  Deploying & Debugging techniques  Design considerations  Submitting to the marketplace  Tools of the trade
  • 3. What is a Bot? “a device or piece of software that can execute commands, reply to messages, or perform routine tasks, as online searches, either automatically or with minimal human intervention (often used in combination)” Dictionary.com
  • 4. The Bot Framework  Release in 2016  New canvas for developers  New opportunities for businesses  Personal way to access, discover & interact  Microsoft actively investing and working with channel providers
  • 5. Business impact  Enhance productivity  Reach customers – multi platform & multi channels  Engage in a natural way  Expose products & services in high engaged platforms  Reduce human assistance  Improve customer experience
  • 6. Bot Builder • A framework to develop bots • SDKs • .Net, NodeJs • Large set of samples Bot Framework Portal • Register • Manage • Central portal Channels • Ways of exposing the bots • Skype • Facebook • Web Chat • etc Cognitive • Make bots smarter • Self learn • Natural interaction • LUIS
  • 7.
  • 8. Some use cases  Customer self service  Discover products & services  Connect with field staff integration  Lookup knowledge base  Proactively engage with customers  Assist with team collaboration  Personal digital assistant  A shortcut to get data from enterprise apps
  • 11. How to develop & debug a bot in Visual Studio
  • 12. How to develop a bot in Azure
  • 13. Framework Capabilities  Connect line of business system  Dialogs  Form flow  Proactive messaging  Rich messaging  Hand off to human  IVR & Calling  Intelligence  and many more…
  • 14. Dialogs  Control the bot’s conversation  Screen or dialog based navigation  Dialog lifecycle
  • 15. Form Flow  Structured conversation  Bind a model to a conversation  Structured data capture  Automatically generate dialogs  Reduce time taken to create a bot  Less flexible compared to creating a custom dialog  Data validations  Navigation (go back, help & etc)  Different field types
  • 16. Proactive Bots  Store subscriber/conversation information  Connect with subscribers on demand  React to server side events or triggers
  • 19. Adaptive Cards  Microsoft is actively investing in the bot framework  Adding more intuitive ways to present and capture data  Declarative/Generic card definitions  Automatic styling  Increasing channel adoption  Render to image  Render to text  Render to image + text
  • 20.
  • 21. Hand-off to a human  Assist complex queries  Bot middleware  Routing  Agent recognition  Supervisor intervention  Agent only commands
  • 22. Bing Search QnA Maker Recommendations API Vision API Text Analytics LUIS Speech Recognition Intelligent bots
  • 23. LUIS  Language Understanding Intelligent Service  Add conversational intelligence  Learn and adapt  Pre built domains  Multilingual
  • 24. FAQ to Bot in minutes… Convert Structured, Editorial content (FAQ Documents, FAQ URL) into Bot readable knowledgebase
  • 25. Bot design considerations  Does the bot easily solve the customer’s query in a minimum number of steps?  Does the bot solve the query faster or better than alternatives?  Does the bot run on platforms users care about?
  • 26. First interaction  Hi, how can we help you?  Hi, how can we help you? Check status Get help What’s new
  • 27. Plan for unexpected questions  User : Make a reservation for Friday dinner  Bot : Sure, table reserved for Friday dinner, Is this confirmed? Yes No  User : actually let’s change to Saturday dinner
  • 28. Don’t expect users to follow the structure  Bot : What city are you travelling to?  User : “CANCEL”  Bot : What city are you travelling to?  User : “HELP”  Bot : What city are you travelling to?
  • 29. Validate input  Bot : Please enter phone number  User : “CANCEL”  Bot : Thanks, “CANCEL” has been recorded as your phone number
  • 30. Be transparent  Bot : How can I help you?  User : I want to know about the new products  User : Hello  User : Are you there?  User : ……
  • 31. Submitting a Bot to Marketplace  Must do something meaningful  Appropriate bot profile  Instructions for taking payments  Privacy Policy & Terms and conditions  Code of conduct  More info : https://docs.microsoft.com/en-us/bot- framework/portal-bot-review-guidelines
  • 32. Tools of the trade  Bot Builder Framework (github)  Bot Framework Portal  Bot Framework Simulator  Azure Cognitive Services  LUIS Portal  Cortana Portal
  • 33. Recap  What’s a bot?  The “bot framework”  Capabilities of the framework  Channels  Deploying & Debugging techniques  Design considerations  Submitting to the marketplace  Tools of the trade
  • 34. More reading.. Bot Framework Portal – https://dev.botframework.com/ Bot Builder SDK - https://github.com/Microsoft/BotBuilder Bot Builder Emulator - https://github.com/Microsoft/BotFramework-Emulator LUIS - https://www.luis.ai QnA Maker - https://qnamaker.ai Azure Bot Service - https://azure.microsoft.com/en-au/services/bot-service/ Cortana Developer Dashboard - https://developer.microsoft.com/en-us/cortana/dashboard
  • 36. Thank you!  Sam.Fernando@smsmt.com  linkedin.com/in/samfernandoau  www.slideshare.net/shamiraf