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Spreadsheets & databases

Microsoft Power Bi

Let your agent check reports and dashboards in Power BI while it talks to your customers.

Connect Microsoft Power BI with your own credentials and your agent can work with your business data during a call. It can look up reports and dashboards, retrieve the reports inside an app, and check dataset refresh status. It can also add a dashboard or create a workspace when a call calls for it. Your team keeps control of what the agent can reach, and every change is made under your account.

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What your agent can do with Microsoft Power Bi

  • Look up reports, dashboards and apps in your Power BI workspaces during a call
  • Check whether a dataset refresh has finished, is running or needs attention
  • Retrieve the reports that belong to a specific Power BI app
  • Create a new dashboard or workspace for a project a caller has asked about
  • Clone a report to another workspace after a follow-up call with your team

Microsoft Power Bi exposes 116 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question about last week's sales figures

  1. Caller

    Hi, this is Dana from Harbor Coffee. Can you tell me whether our weekly sales report has been updated?

  2. Agent

    Sure, Dana. I'm checking the Weekly Sales dataset in your Operations workspace now.

  3. Agent

    It refreshed this morning at 6:10 and completed without errors. The report now covers sales through Sunday, March 9.

  4. Caller

    Perfect, thanks. Can you send me the link?

  5. Agent

    I'll text the report link to your mobile number on file right away.

Dashboard request after a supplier call

  1. Caller

    This is Marcus from Northline Logistics. We want a new dashboard to track the Dubai shipments we discussed.

  2. Agent

    Got it, Marcus. Which workspace should I put it in?

  3. Caller

    The Shipping workspace, please. Call it Dubai Shipments Q2.

  4. Agent

    Done. I've created an empty dashboard called Dubai Shipments Q2 in the Shipping workspace. Your team can add tiles from the Power BI service.

Outbound check on a stalled dataset refresh

  1. Agent

    Hello, this is the AgentCalls assistant for Brightpath Dental. Is this Priya?

  2. Caller

    Yes, speaking.

  3. Agent

    Your patient-visits dataset failed its refresh at 2:00 this afternoon. Would you like me to cancel the stalled run so the next scheduled refresh can start?

  4. Caller

    Yes, please cancel it and let me know when the next one is queued.

  5. Agent

    The stalled refresh is cancelled. The next scheduled refresh is set for 6:00 this evening.

How to connect Microsoft Power Bi

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Microsoft Power Bi

    From Integrations in the dashboard, choose Microsoft Power Bi and enter the connection details from your Microsoft Power Bi account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Microsoft Power Bi actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent use Power BI during the call or afterwards?

Both. It can look up reports, check refresh status and create dashboards while the caller is on the line. It can also run follow-up actions after the call ends, such as sending a link or updating a workspace.

What do I need to connect Power BI?

You need an account with Microsoft Power BI and access to the workspaces you want the agent to use. Sign in from the AgentCalls dashboard with your own credentials in the tool's settings.

Which plan includes Power BI integration?

Tool integrations, including Microsoft Power BI, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Microsoft Power Bi.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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