Collect Info Using an Adaptive Card

Welcome to our mini series course about developing and deploying your conversational AI using Copilot Studio. In this video, I will teach you how to collect information from end users using an adaptive card. Start by creating a new topic. Click on add a topic, and then select from blank. Then, start designing some of the trigger phrases for your topic.

The trigger phrases here will be, I need help, I have a question about SharePoint, and I need SharePoint assistance. Next, click on the plus sign button and select as with adaptive card. Then, click on the adaptive card properties. This will open up a right panel with basic information for your adaptive card. Click on the open adaptive card designer.

This will open a new interface to design your adaptive card. An adaptive card designer provides a rich and interactive design experience for authoring your adaptive cards. Click on new card and select a blank card. This will give you an empty canvas. Next, go ahead and identify the different card elements from the left hand side of the screen.

And I will start my design by adding a logo. So, I will select the image element and drag it into the canvas. Next, I have to provide an image URL, and I already have a document library full of different resources that I can use. I simply copy the logo from here and paste it back into the URL field. And there, I can see my Spot Solutions logo.

Then, I will select a text block to add a heading for my adaptive card. The heading will be, to better serve you, please tell us about yourself. So I will simply grab that title and paste it into the text box in the properties of the element. Next, I will scroll down in the property section and change the font size font size to medium and make it bolder. Next, I will ask the end user a question by using the input.text control.

The question will be, what is your name? So I will grab that label and put it into the label field using the properties of the element, and I will also provide a proper ID for this element. The ID will be input username. This ID field is important because it becomes available in Copilot Studio that can be used across different topics. Next, I will ask another question using the input choices set.

I will ask the end user a question and provide 3 response choices. The first question will be, please rate your current level of SharePoint proficiency. I will paste that into my label and then provide a proper ID for the control. Then I will scroll down in the choices section and then start by providing the different choices. The first one will be beginner, I have some experience and need frequent help.

So I will paste that into the 2, text boxes. And the second choice will be intermediate. I am comfortable with basic tasks and need minimal help. And the last choice will be advanced. I’m experienced, and I can handle complex tasks with minimal help.

So I will add a 3rd choice and paste it there. Next, I will ask a third question. So I will repeat the same process, And my question will be, what option best describes you? I will paste that into my label and provide the label the element ID and scroll down to provide the different choices. The first choice will be, I have a SharePoint issue I need help resolving.

The second option is, I would like to learn new SharePoint features. And the last option would be I’m here to learn new capabilities of Copilot Studio. The last thing I need is an action. So I will click at the bottom of the card and add an action and select the action dot submit button. I will click on the properties of the button and change the title to just submit.

Then I will provide a proper ID, And then the next step is to grab the JSON code, so select that and paste it back into the properties of your adaptive card designer. So remove that and paste the new code, and change the version from 1.6 to 1.5 so that it is compatible. Click outside of the card designer, and then you will see the adaptive card design that we just created. Identify the 4 different outputs from the adaptive card. So, these are the different variables that can be used across different topics, and I will show you next how to leverage some of those variables.

Click on the plus sign button and select send a message. Let’s thank the user for their information, and then select on click on insert a variable and select the input user name variable that we have just collected from the end user. And we will close this message by asking a question, how can I help you? The next step is to rename our topic. So we will rename the topic by providing a proper title, which is collect user info with adaptive card, and the next step is to test out the topic by enabling some of the trigger phrases.

If I click I need help, I will get the card design that we just created, and then answer the questions. I’ll provide my name, provide a rating, and then the option that base describes me. When I click on submit, then I get the message that we just designed. Thank you, then my name. How can I help you?

If I type, I need a new site, I will activate the topic that we created in our previous video. Let’s follow through all the way to the end of the conversation. And then, finally, closing this topic. That concludes this lesson on capturing information from the end user using an adaptive card. In our next video, I will show you how to save that information into a SharePoint list.

Thank you for watching.