Get contextual help with flows from the Power Virtual Agents bot

Real-time, in-product help is available from the documentation and the Power Virtual Agent bot to solve the most common workflow scenarios. While building your flows, you can access content from the documentation, community, blogs, and templates.

Use in-product help

Note

In-product help is available while you create or edit cloud and desktop flows.

  1. Select the ? on a connector, action, or trigger to start the in-product help experience.

    Screenshot of help icon.

  2. The right pane opens with details about the action and provides documentation links for that action.

    In the following example, the Send an email (V2) action is selected, showing help topics regarding the top email scenarios, an overview of the action, and more.

    If you select ? on a different action, the help pane updates to show guidance documents for the currently selected action.

    Tip

    In product help is contextual, always displaying content that's relevant to the currently selected action, trigger, or connector.

    A screenshot that displays contextual help.

Now that you've displayed the in-product help, follow these steps to use the various topics.

  1. Select any link from the list of help topics.

    The corresponding documentation opens.

    Screenshot showing an example help article opened alongside the navigation panel.

  2. Expand the Community section.

    The community results about the action are displayed.

    Screenshot that shows where to find links to community documents about the selected action.

  3. Select an item to go to specific community thread.

    Screenshot showing choices of community thread available in the help menu.

  4. You can also get help from blog posts if you select the Blog link.

You can also get conversational self-help from the bot

  1. Select Ask a chatbot.

    The chat bot lists the most requested topics and provides a field that you can use to ask the bot questions.

    Screenshot that shows the most requested topics and a field in which to type a message.

  2. Choose one of the topics.

    The bot gives an overview and then provides the next level of topics.

  3. Find the right topic.

    The bot provides the steps and links to the corresponding documentation with a detailed explanation, showing examples and images.

    Screenshot that shows the bot chat with a list of example articles and links.

  4. Select Yes to indicate that you've found an answer to your question.

  5. Select No if the bot didn't provide the answer that your're looking for.

    Screenshot showing the bot chat with an option to terminate a successful query.

  6. Select Yes to check the knowledge database and enter another question.

    Screenshot showing the bot chat with an option to continue and ask another question.

    Screenshot showing the bot chat with a prompt to search the knowledge database.

  7. Select a category to see the corresponding results

    Screenshot showing the bot chat displaying the number of items found, grouped by category such as community answers, articles, and blogs.

    Screenshot showing the bot chat displaying items in the group selected.