How Can I M365 Intent
Updated
by
Stephen Boss
How Can I M365 Intent
The How Can I M365 intent helps users with questions or tasks related to Microsoft 365 applications, such as Excel, Word, PowerPoint, Outlook, or Microsoft Teams. This intent ensures agents can provide step-by-step instructions or relevant resources to resolve the user’s query effectively.
Configuration Guide
1. Create the Intent
To create the How Can I M365 intent, follow these steps:
- Navigate to Thread Admin (https://admin.getthread.com) > Magic AI > Agent > Catalog (Direct Link).
- Click Create Intent.
- Input the intent details:
- Intent Name: "How Can I M365" (customizable to match your workflow needs).
- Description: "Use this intent when someone asks how to do anything with M365 applications and respond with simple instructions on how to do it."
- Who can use this intent: Set to "All clients," or adjust to specific client types as needed.
2. Configure Arguments
Field Name | Description | Type | Required |
What application do you need help with? | Ask for the name of the Microsoft 365 application, if not already provided. | Textfield | Yes |
Confirmation | After resolving the query, confirm if the user’s issue is resolved or requires further assistance. | Textfield | Yes |
3. Configure External Reply
Set up the following external reply and check the box for "This is a resolution":
"If the customer said the issue is resolved, then just close this request."
4. Automation (Optional)
Integrate an API URL to automate responses by leveraging M365 documentation or knowledge base articles for common tasks.
Use Cases
- Assisting users with Excel formulas or creating pivot tables.
- Guiding users on PowerPoint slide formatting or animations.
- Resolving issues with Teams calls or meetings.
- Helping with Outlook email configurations or settings.
This intent ensures efficient resolution of M365-related queries, improving response times and user satisfaction.
