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Microsoft Power BI integration

Create and manage Power BI datasets and push data to them. Use Microsoft Power BI from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withA call, a chat message or a schedule
  2. ZoftAgent or workflow decides what happens next
  3. Then in Microsoft Power BICreate Dataset
  4. AndCustom API Call
Illustrative flow built from Microsoft Power BI’s real triggers and actions.

Zoft + Microsoft Power BI

What Zoft can do with Microsoft Power BI.

  • 01Voice agentsA phone agent can use Microsoft Power BI actions such as Create Dataset and Custom API Call during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft Power BI while it talks to the customer.
  • 03WorkflowsUse Microsoft Power BI as a step on the workflow canvas, alongside the other apps in your stack.
  • 04AI employeesAn AI employee can find and use Microsoft Power BI actions on its own, and ask for your approval before it sends or changes anything important.

Actions 3

Things Zoft can do in Microsoft Power BI.

  • Create DatasetCreate a new dataset in Power BI with custom schema (Push, Streaming, or PushStreaming mode).
  • Custom API CallMake a custom API call to a specific endpoint
  • Push Rows to Dataset TableAdd rows to a table in a Power BI dataset (supports Push, Streaming, and PushStreaming modes)

Setup

Connect Microsoft Power BI in three steps.

  1. 01ConnectChoose Microsoft Power BI in Connections and approve access in the Microsoft Power BI sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Microsoft Power BI as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More analytics and bi integrations.

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FAQ

Microsoft Power BI on Zoft, answered.

What can Zoft do with Microsoft Power BI?

Zoft supports 3 actions for Microsoft Power BI. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Microsoft Power BI to Zoft?

Choose Microsoft Power BI in Connections and approve access in the Microsoft Power BI sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Microsoft Power BI?

Yes. Once Microsoft Power BI is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Microsoft Power BI without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Microsoft Power BI to work in your operation.

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