Any idea how custom AI Prompts can help you build better relationships? When working in sales or other departments working with customers, one of the things that you probably want to achieve is knowing your customer. Building relationships and trust is key when you are working with customers. Microsoft has great tools/features around the customer that will help you when talking to your customers. Even with the last Wave 2 update, there was another great feature called 360-degree view with account AI-generated summary (official documentation can be found here).
The one thing that I believe is sometimes missing in all of this is probably more related to the person behind the customer. So for example what sports team does he like?, what kind of food does he like?, and where did he go on holiday and what did he do there? This was my inspiration to experiment and build Social Insights which uses custom AI Prompts in order to provide more insights into what the person behind the customer likes.
Social Insights Overview
The idea behind Social Insights is to give insights into the social interests of the person, which means you need to be able to capture these interests. Therefore I have extended the contact record so it is now possible to register the following aspects as well as identify which ones are relevant to that contact:
- weather
- horoscope
- favorite sports team
- favorite food
- last holiday
- favorite movie
Once registered, your custom AI prompts can come into action and use this information to generate insights.
Social Insights structure
Social Insights is based on the structure below and is using different technologies of the Microsoft platform:
- On the contact record, a custom button is introduced called Social Insights
- The button triggers a Custom page as a side panel
- In the OnStart event of the custom page, the triggering of different cloud flows are initiated
- The cloud flows will use the action Create text with GPT using a prompt to trigger the custom AI Prompts
- The custom AI Prompts will receive input from the cloud flows, generate the text, and return this so it can be displayed on the custom page.
Custom Page
The custom page is a very simple page where in my example I am focussing on triggering the cloud flows and not so much on how the page is designed using containers etc. (I know it can be improved a bit 😎). In the OnStart Event the cloud flows are triggered and passing the different interests as variables to the custom AI Prompts.
In essence, we are setting a variable called varFoodInCityFlow for example, by running a cloud flow named SocialInsights-getfoodincity and we would like to pass the variables Favorite Food and Contact Address City of the selected contact.
Set(varFoodinCityFlow, 'SocialInsights-GetfoodinCity'.Run(varSelectedRecord.Food, varSelectedRecord.'Address 1: City'));Powerautomate Flow – Create text with GPT using a prompt
The Cloud Flow Social Insights – Get food in City will receive the two input parameters and use them as Food and City. These will be passed to a custom AI prompt called Custom Prompt – Social Insights Food. Once the custom AI prompt has generated the text, this will be returned by the flow back to the custom page.
Custom AI prompts
As mentioned before, for each of the contact interests I have generated different custom AI prompts. These prompts will result in insightful information generated by ChatGPT that you can use when talking to your customers. Below is an overview of the AI prompts that are used by Social Insights, the words in bold are variables that I am using:
- Horoscope – What is the zodiac sign when you are born on Birthday?
- Favorite sports team – Give me a summary in 100 words about sport team Sports?
- Favorite food – Can you give me 3 Food restaurants in City and share also their address?
- Last holiday – Can you provide a top 3 of must see attractions things in 100 words in Holiday ?
In order to create a Text with GPT using a prompt you can follow the next steps:
- Open make.powerapps.com and select the environment
- Navigate to AI Prompts in the menu
- Select Prompts in the middle of the screen in the Discover area
- Select Create text with GPT using a prompt
- Now you can provide a name for your prompt, design it, and test the prompt. In this example, I have created two input variables Food and City, and provided example data so I can test the prompt immediately.
Lessons learned
When I was thinking about the custom AI prompts and how they could add value to the social insights I also had other ideas than the ones that made it to the “final version”. For example, when it comes to the sports team, I really wanted to incorporate information like:
- the result of the last game
- next opponent
- where the team stands in the ranking
When I was designing my prompts, I did come up with the following prompt for example:
Can you give me the last result of the Kansas Chiefs game?
Most of the time I was getting answers like the one below which is a bit unfortunate and therefore was not included in the final design. If you do have thoughts then suggestions are always welcome in the comments 😁
Sorry, I can’t provide real-time sports scores or updates. I recommend checking a sports news website, the team’s official website, or a sports app for the most recent information on the Kansas City Chiefs game.
The other one it struggles with is related to the food custom AI prompt. I was trying to focus on “the best food place” or something that is “close by” which resulted in the following prompts for example:
- Can you give me the best 3 Pizza restaurants in San Fransisco and share also their address?
- Can you give me the best Pizza restaurant close by 789 3rd St San Francisco California 94158 United States
Most of the time I was getting answers like the below and therefore also these did not make it to the final design.
I’m sorry, I can’t provide specific restaurant recommendations based on the city and food preference you’ve mentioned. However, you can easily find the best pizza restaurants in San Francisco by checking online review platforms like Yelp, Google Maps, or TripAdvisor. These platforms provide ratings, reviews, and addresses of various restaurants in the area, helping you choose the best one that suits your preferences.
I’m unable to provide real-time location-based information. However, you can use online maps or restaurant review websites to find a good pizza restaurant near 789 3rd St San Francisco California 94158 United States. Just enter the address into the search bar of a map application or website to discover nearby dining options.
