Download Copilot transcripts and interaction data

Artikel
07/26/2024

When agents use Copilot, agent interactions with Copilot such as copying summaries, using a suggested reply, feedback, and chat transcripts are stored in the msdyn_copilotinteraction, msdyn_copilotinteractiondata, msdyn_copilottranscript, and msdyn_copilottranscriptdata tables in Dataverse. You can download the transcripts and interaction data using Web API requests.

Prerequisites

Make sure that the Agent experience data checkbox is selected in Copilot help pane, so that the transaction and interaction data is stored by the system in Dataverse.
Make sure you're logged in with the Administrator or Supervisor role.
Get the interaction id.

Download chat transcripts

When an agent asks Copilot a question, the chat is saved as a transcript encoded in the base64 encoded format in the msdyn_transcriptdata table in Dataverse. You can download the transcripts to review the conversation and responses provided by Copilot.

For example, while working on a case, the agent asks Copilot "How can I book a trip?". Copilot generates a response based on a knowledge base article. If you want to download the chat transcript, perform the following steps:

Use the web API call to get the interaction id.

Filter the msdyn_copilotinteractions table with the required interaction ID to get to the DataID. Use the following Web API request to filter the data by interaction ID.


   [Organization URI]/api/data/v9.1/msdyn_copilotinteractions(<msdyn_copilotinteractionid>)
   Accept: application/json  
   OData-MaxVersion: 4.0  
   OData-Version: 4.0

The key attributes from the record are as follows.

Attribute	Definition	Value for our scenario
msdyn_copilotinteractionid		F0970641-C1E7-EE11-904C-000D3A3BB867
msdyn_scenariorequestid	Groups multiple related Copilot interactions. For example: an agent asks Copilot a question and then marks the response received with thumbs up. These are considered as two interactions, but are part of the same scenario.	93893746-e203-e9b6-18b9-887d68d18daf
msdyn_scenariotype	Refers to the feature used by agent.	Ask a question
msdyn_interactiontypename	Refers to the specific agent interaction with Copilot.	Generated
msdyn_interactionforid	The case or conversation from which the agent interacted with Copilot	1cd6023d-d326-ee11-9966-000d3a3411cf (case from which the interaction was initiated)
msdyn_interactioncontext	Additional context such as reference to transcripts.
msdyn_interactiondataid	Refers to msdyn_copilotinteractiondata entity that contains interaction data

Copy the value of the DataId from the msdyn_interactioncontext. Here's a sample JSON context.


     { 
      "ResponseStatusCode": 20000, 
      "Plugins": { 
       }, 
       "Transcript": { 
       "Id": "c477c6dd-d877-c6d1-9337-31e5b54e4a1b", 
       "DataId": "0a7a438f-c2a5-58d7-e03d-c932812b3095"  
       }, 
       "Filters": { 
        "AgentContextFilters": [ 
        ], 
        "DynamicFilters": { 
          "IsApplied": false 
       } 
    } 
  }

In our example, this value is 0a7a438f-c2a5-58d7-e03d-c932812b3095.

The following Web API request retrieves the transcript in the base64 encoded transcript.

 [Organization URI]/api/data/v9.1/msdyn_copilottranscriptdatas(<Trascript:DataID>)/msdyn_transcriptdata)
 Accept: application/json  
 OData-MaxVersion: 4.0  
 OData-Version: 4.0

In our example, the Web API request is as follows.

 [Organization URI]/api/data/v9.1/msdyn_copilottranscriptdatas(0a7a438f-c2a5-58d7-e03d-c932812b3095)/msdyn_transcriptdata

Decode the base64 encoded data to get the transcript. You can use an online base64 decoder tool to decode the data. For our example, the decoded transcript is displayed as follows.


{
  "messages": [
    {
      "id": "283c2269-b131-dac2-3aed-847bd99402e7",
      "requestId": "93893746-e203-e9b6-18b9-887d68d18daf",
      "message": "How can I book a trip?",
      "sequence": 0,
      "user": "user",
      "timestamp": 1711052758750,
      "isActivityError": false,
      "context": {}
    },
    {
      "id": "eba9e9d5-71e2-9502-0bca-9387246fb094",
      "requestId": "93893746-e203-e9b6-18b9-887d68d18daf",
      "message": "To book a trip, follow these steps:\n\n1. Go to the travel portal.\n2. Click on \"Travel\" and then select \"Book a Trip\".\n3. Fill in your name, contact information, and the dates of your trip.\n4. Choose your destination from the drop-down menu. Here's the data you'll be working with:\n\n```json\n{\n    \"id\": \"56d56813-04f5-ed11-8849-000d3a35dbfc\",\n    \"title\": \"Booking Travel\",\n    \"source\": \"internal_kb\"\n}\n```\n\n5. Select a hotel from the drop-down menu and specify the check-in and check-out dates. If you don't want to book a hotel, you can check the \"I do not want to book a hotel\" box.\n6. Choose the type of rental car you want. If you don't want to rent a car, you can check the \"I do not want to rent a car\" box.\n7. Click \"Submit\".\n\nOnce you've submitted your booking request, you will receive a follow-up communication from an agent with a quote. You can also add any notes or additional information by clicking on the case from the My Bookings screen.",
      "sequence": 1,
      "user": "bot",
      "timestamp": 1711052776968,
      "isActivityError": false,
      "sources": [
        {
          "id": "56d56813-04f5-ed11-8849-000d3a35dbfc",
          "title": "Booking Travel",
          "source": "internal_kb"
        }
      ],
      "context": {
        "customerIntent": "How to book a trip?"
      }
    }
  ],
  "context": {
    "chatId": "21b27e83-299d-a639-3e4a-8dcd6332e184",
    "sessionId": "session-id-2",
    "entityId": "56d56813-04f5-ed11-8849-000d3a35dbfc",
    "entityName": "knowledgearticle"
  }
}

Retrieve verbatim feedback

When an agent interacts with Copilot, they can provide feedback on the responses that Copilot provides. The feedback is stored in the msdyn_copilotinteraction table in Dataverse.

For example, the Copilot's response isn't accurate and the agent selects the thumbs-down icon to provide feedback. The agent also provides verbatim feedback. The application creates a record in the msdyn_copilotinteraction table with the msdyn_interactiontypename set to ThumbsDown.

The key attributes for the record are as follows.

Attribute	Sample data for our example
msdyn_copilotinteractionid	817ff9e4-cbe7-ee11-904c-000d3a3bb867
msdyn_scenariorequestid	93893746-e203-e9b6-18b9-887d68d18daf
msdyn_scenariotype	Ask a question
msdyn_interactiontypename	ThumbsDown
msdyn_interactionforid	1cd6023d-d326-ee11-9966-000d3a3411cf
msdyn_interactioncontext
msdyn_interactiondataid	807ff9e4-cbe7-ee11-904c-000d3a3bb867

You can get the verbatim feedback provided by the agent as follows.

Get the requiredmsdyn_interactiondataidvalue from the msdyn_copilotinteraction table.

Run the following Web API request to retrieve the verbatim feedback in the base64 encoded format.


   [Organization URI]/api/data/v9.1/msdyn_copilotinteractiondatas(<msdyn_copilotinteractiondataid>)
   Accept: application/json  
   OData-MaxVersion: 4.0  
   OData-Version: 4.0

In our example, the Web API request is as follows.

[Organization URI]/api/data/v9.1/msdyn_copilotinteractiondatas(807ff9e4-cbe7-ee11-904c-000d3a3bb867)

Decode the base64 encoded data to get the verbatim feedback. You can use an online base64 decoder tool to decode the data. For our example, the verbatim feedback is available in the msdyn_verbatim column.


  {
  "@odata.context": "https://ocrealtimeperftest001.crm.dynamics.com/api/data/v9.1/$metadata#msdyn_copilotinteractiondatas/$entity",
  "@odata.etag": "W/\"29538313\"",
  "_owningbusinessunit_value": "0e9ec0a2-eb6a-ed11-9561-000d3a336228",
  "statecode": 0,
  "statuscode": 1,
  "_createdby_value": "586cb7a8-eb6a-ed11-9561-000d3a336228",
  "msdyn_copilotinteractiondataid": "807ff9e4-cbe7-ee11-904c-000d3a3bb867",
  "_ownerid_value": "586cb7a8-eb6a-ed11-9561-000d3a336228",
  "modifiedon": "2024-03-21T21:42:21Z",
  "msdyn_verbatim": "Article is outdated",
  "_owninguser_value": "586cb7a8-eb6a-ed11-9561-000d3a336228",
  "_modifiedby_value": "586cb7a8-eb6a-ed11-9561-000d3a336228",
  "versionnumber": 29538313,
  "createdon": "2024-03-21T21:42:21Z",
  "msdyn_interactiondata_name": null,
  "overriddencreatedon": null,
   "importsequencenumber": null,
  "_modifiedonbehalfby_value": null,
  "msdyn_interactiondata": null,
  "utcconversiontimezonecode": null,
  "_createdonbehalfby_value": null,
  "msdyn_name": null,
  "_owningteam_value": null,
  "timezoneruleversionnumber": null
}

Download interaction data

For all other interactions between agents and Copilot, data is stored in the msdyn_copilotinteractiondata table in Dataverse.

For example, an interaction can be an agent using Copilot to generate an email and a case summary. The key attributes for our example are as follows.

Attribute	Value for our scenario
msdyn_copilotinteractionid	0dd941e5-34e7-ee11-904c-000d3a3bb867
msdyn_scenariorequestid	42ae7f8e-736f-1cea-035b-6bf970b48e9c
msdyn_scenariotype	Case summary
msdyn_interactiontypename	Generated
msdyn_interactionforid	1cd6023d-d326-ee11-9966-000d3a3411cf
msdyn_interactioncontext	`{"Filters":{"AgentContextFilters":[],"DynamicFilters":{"IsApplied":false}}}`
msdyn_interactiondataid	f9d841e5-34e7-ee11-904c-000d3a3bb867

You can download the interaction data as follows.

Use the web API call to get the interaction id.

Run the following Web API request to retrieve the interactions data from the msdyn_copilotinteraction table in the base64 encoded format:

 [Organization URI]/api/data/v9.1/msdyn_copilotinteractiondatas(<msdyn_interactiondataid>)/msdyn_copilotinteractiondata
 Accept: application/json  
 OData-MaxVersion: 4.0  
 OData-Version: 4.0

In our example, the Web API request is as follows.

  [Organization URI]/api/data/v9.1/msdyn_copilotinteractiondatasf9d841e5-34e7-ee11-904c-000d3a3bb867)/msdyn_interactiondata

Decode the base64 encoded data to get the transcript. You can use an online base64 decoder tool to decode the data. For our email example, the decoded interaction data is displayed as follows.

Get interaction ID

Each agent interaction with Copilot is stored in the msdyn_copilotinteraction table with a unique interaction ID. You can use the following Web API call to obtain the interaction ID in the msdyn_copilotinteractionid field.

[Organization URI]/api/data/v9.1/msdyn_copilotinteractions
Accept: application/json  
OData-MaxVersion: 4.0  
OData-Version: 4.0

The interactions are displayed in the response as follows.


{
"@odata.context": "https://copilotchatorg260224.crm10.dynamics.com/api/data/v9.1/$metadata#msdyn_copilotinteractions",
"value": [
  {
    "_createdby_value": "78866530-afd0-ee11-904d-6045bdff74d5",
    "createdon": "2024-03-06T06:30:58Z",
    "_createdonbehalfby_value": null,
    "importsequencenumber": null,
    "_modifiedby_value": "78866530-afd0-ee11-904d-6045bdff74d5",
    "modifiedon": "2024-03-06T06:30:58Z",
    "_modifiedonbehalfby_value": null,
    "msdyn_clienttimestamp": "2024-03-06T06:30:51Z",
    "msdyn_copilotinteractionid": "1be35d14-83db-ee11-904c-000d3a100664",
    "msdyn_interactioncontext": "{}",
    "_msdyn_interactiondataid_value": null,
    "msdyn_interactionforid": "78866530-afd0-ee11-904d-6045bdff74d5",
    "msdyn_interactionforlogicalname": "systemuser",
    "msdyn_interactiontype": 100230309,
    "msdyn_name": null,
    "msdyn_scenariorequestid": null,
    "msdyn_scenariotype": 100230201,
    "_organizationid_value": "ad57bad3-0bd3-ee11-9049-00224820c23e",
    "overriddencreatedon": null,
    "statecode": 0,
    "statuscode": 1,
    "timezoneruleversionnumber": 4,
    "utcconversiontimezonecode": 92,
    "versionnumber": 7002510,
    "@odata.etag": "W/\"7002510\""
  },
  {
    "_createdby_value": "f691f2d2-6fd4-ee11-904c-6045bdd8b8c9",
    "createdon": "2024-03-11T04:45:40Z",
    "_createdonbehalfby_value": null,
    "importsequencenumber": null,
    "_modifiedby_value": "f691f2d2-6fd4-ee11-904c-6045bdd8b8c9",
    "modifiedon": "2024-03-11T04:45:40Z",
    "_modifiedonbehalfby_value": null,
    "msdyn_clienttimestamp": "2024-03-11T04:45:38Z",
    "msdyn_copilotinteractionid": "d44ad235-62df-ee11-904c-000d3a100664",
    "msdyn_interactioncontext": "{}",
    "_msdyn_interactiondataid_value": null,
    "msdyn_interactionforid": "f691f2d2-6fd4-ee11-904c-6045bdd8b8c9",
    "msdyn_interactionforlogicalname": "systemuser",
    "msdyn_interactiontype": 100230309,
    "msdyn_name": null,
    "msdyn_scenariorequestid": null,
    "msdyn_scenariotype": 100230201,
    "_organizationid_value": "ad57bad3-0bd3-ee11-9049-00224820c23e",
    "overriddencreatedon": null,
    "statecode": 0,
    "statuscode": 1,
    "timezoneruleversionnumber": 4,
    "utcconversiontimezonecode": 92,
    "versionnumber": 7310986,
    "@odata.etag": "W/\"7310986\""
  },

Use Copilot to solve customer issues
View copilot analytics report

Bagikan melalui

Download Copilot transcripts and interaction data

Prerequisites

Download chat transcripts

Retrieve verbatim feedback

Download interaction data

Get interaction ID

Saran dan Komentar

Sumber Daya Tambahan:

Bagikan melalui

Download Copilot transcripts and interaction data

Prerequisites

Download chat transcripts

Retrieve verbatim feedback

Download interaction data

Get interaction ID

Related information

Saran dan Komentar

Sumber Daya Tambahan: