Case study: Design and build an internal chatbot with Adaptive Cards

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Summary

In this case study, well take a practical look at a CRM, identify a pinch point with its UI and fix it with the power of an AI chatbot. I hope Im not boring you, but the process is that – in order to make our decision – I need to scan the sections in the middle and on the right (shown in green). Then I would put my most popular actions right beneath that, i.e. update status, delete or message.snag Taking the above points on-board I created a wireframe of how I would design an ideal Adaptive Card for my use case. Its a simple way to connect various applications to a common interface, and due to Adaptive Cards allows you to customize interactions and layouts completely to suit the use case at hand. All-in-all, even though it may not be a perfect solution, it was a great improvement for our team and took us all of an afternoon to create, which is more than made up for through the time savings in the future.

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Accounting and Taxes

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