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How to Use Uploaded Documents to Enhance Your Chatbot’s AI Capabilities: A Guide for the Housing Sector

Microsoft Power Virtual Agents (PVA) is a chatbot creation platform that allows you to create chatbots without writing any code. With the new preview feature, Upload a Document, you can upload your own documents to PVA and use them as a source of information for your chatbot. This feature uses generative AI to generate answers based on the content within the documents.

To upload a document, you can drag and drop files and folders onto the Upload a Document field or click to browse. You can upload documents in various formats, such as PDF, Word, Excel, PowerPoint, and more. Once uploaded, it can take a few minutes for the content of the document to be ready for use by the bot.

Documents will be stored securely in Dataverse, and the number of documents that you can upload is only limited by the available file storage for your Dataverse environment. The contents of the files you upload will be available to all users who chat with the bot, regardless of file permissions or access controls.

By default, uploaded documents are used as a data source for all generative answers nodes in your bot. A generative answers node is a type of node that uses generative AI to create a response based on the user’s question and the available data sources.

Using uploaded documents as a data source for generative answers has several benefits for your chatbot and your customers, you can:

  • Save time and effort by using your existing documents instead of creating new topics and responses from scratch.
  • Provide more accurate and consistent answers by using the same source of information for your chatbot and your other channels.
  • Improve customer satisfaction by providing faster and more relevant answers to their questions.
  • Update your documents as needed and upload new versions to PVA without affecting your existing topics.

Whats in it for housing?

As you’ve probably already worked out….. a lot! Imagine if you had all your key policies, procedures, tenancy agreements, repair responsibility, arrears process templates etc documented and in one place. The bot, that could also be added to your website, would answer many of the day to day questions that related to general housing queries while customer service teams deal with specific issues..or even better, show specific data in a customer portal enabling customers to self serve. Using the bot internally could also support staff members follow the correct procedure and aid consistency.

Why not take it a step further and get another Microsoft product, co-pilot, to summarise those documents so you can also add the detail to your website for those who prefer to consume information that way.


Use uploaded documents as a generative answers data source (preview) – Power Virtual Agents | Microsoft Learn

Use uploaded documents for generative answers (preview) | LinkedIn

Overview – Power Virtual Agents | Microsoft Learn

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