Training
Module
Advanced configuration for Dynamics 365 Customer Insights - Journeys - Training
Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core marketing settings, and more.
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When you configure inputs for topics or inputs for actions, common settings allow you to determine how your agent gathers input.
Important
The additional settings are always available for action input parameters. However, for topic input parameters, these settings are only available if your agent is configured to use generative orchestration.
By default, agents use the name and description of their input parameters to automatically generate questions to prompt the user for any missing information. However, you can override this behavior and author your own question.
To provide your own question, select Customize, under Prompt.
Enter your question. You can include references to variables or Power Fx formulas in your question.
By default, when an agent doesn't get a valid answer from the user, it repeats the question two more times. You can choose to make your agent try again only once, or to move on without trying to get an answer. To customize what your agent does when it moves on, configure the properties under No valid entity found.
By default, responses are validated based only on the entity you selected in the Identify As property. Additional entity validation allows you to add criteria to the basic test. For example, your input is set to Identify As a number, but you might want to make sure it's less than 10. You can also change the retry question to help the user enter a valid response.
true
or false
)—for example, Topic.Var1 < 10
.No valid entity found determines what happens when your agent stops trying to get a valid response from the user, after the maximum retry count has been reached. You can escalate to a customer service representative or provide a default value.
Action if no entity found:
No entity found message: To specify a message to show to the user to inform them of the steps being taken, select Customize, and then enter the new prompt. For example, your message might say "Looks like you're struggling. I'm redirecting you to someone in our team."
Training
Module
Advanced configuration for Dynamics 365 Customer Insights - Journeys - Training
Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core marketing settings, and more.