In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects.  To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation.  Challenge  Sales professionals routinely face challenges such as:  These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects.  How It Works  Platform  Data Sources  CloudFronts SmartPitch pulls information from the following knowledge sources:  AI Integration  Key Features  MQL – SQL Summary Generator  Users can request MQL – SQL document which contains   The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX.  HTTP Request to Logic App At Logic App we used ChatGPT API to fetch company and client information  Extract the company location from the company information, and similarly, extract the industry as well.  Render it to custom copilot via request to the Logic App.  Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions. Generative AI can also be instructed to directly create a formatted json based on parsed values.   This formatted Json can be passed to converted to an actual Json and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person. This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry.   This triggers an auto download of the MQL-SQL created as a PDF file on your system.   Content Search  Users can ask questions related to –  Users can ask questions like   “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume.  –Security & Governance  Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions.  To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com 

Introduction:  In this blog we will go through steps to embed your Power Virtual Agent to Microsoft Teams Channel. Steps: After your bot is completed and Published, go to channels and select Microsoft Teams. When you click on Add an App ID will be generated for you. 2. Go to MS Teams and go to App Studio>>Manifest Editor 3. Once you click on create new app, the below screen will be visible. Click on Generate to create an App ID and enter data in all Fields marked as required. 4. Go to Bot Tab. 5. Click on Set up and go to Existing bot. Enter the App ID that was generated for channel in PVA and hit Save. 6. Go to test and distribute >> Click on install. Your Bot in MS Teams is ready for use.