8000 GitHub - jvargh/VCSM: The Virtual Customer Success Manager (VCSM) is an AI-powered assistant enhancing customer experiences by offering personalized support for Microsoft products. It leverages AI to understand each customer's needs and usage patterns, providing tailored advice, onboarding help, and feature recommendations to maximize the value of Microsoft solutions.
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The Virtual Customer Success Manager (VCSM) is an AI-powered assistant enhancing customer experiences by offering personalized support for Microsoft products. It leverages AI to understand each customer's needs and usage patterns, providing tailored advice, onboarding help, and feature recommendations to maximize the value of Microsoft solutions.

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Virtual Customer Success Manager (VCSM) - README

Table of Contents

Overview

The Virtual Customer Success Manager (VCSM) is a C# .NET project that leverages Semantic Kernel and Azure OpenAI to deliver personalized onboarding, proactive support, and tailored recommendations for Microsoft products. The application dynamically responds to user queries using AI-powered agents and plugins.

VCSM_Slide Deck

VCSM_Video

Hackathon24 Link

Virtual Customer Success Manager

Features

  1. Personalized Onboarding: Provides step-by-step guidance for setting up and using Microsoft products, using Semantic Kernel Plugins.
  2. Proactive Support: Implements a multi-agent system to proactively address user issues, ensuring system stability and optimal performance.
  3. Tailored Recommendations: Offers personalized suggestions and tips based on user behavior and preferences, retrieved via Semantic Kernel's Vector Store.

Prerequisites

  • .NET SDK (version 8.0 or later)
  • Azure OpenAI credentials

Installation

  1. Clone the repository

    git clone <repository-url>
    cd <repository-folder>
  2. Set up User Secrets The project uses Azure OpenAI for processing natural language queries. To configure this securely, use dotnet user-secrets to store the API key and related configuration.

    dotnet user-secrets set "AzureOpenAI:DeploymentName" gpt-35-turbo-16k
    dotnet user-secrets set "AzureOpenAI:Endpoint" "https://<deployment-name>.openai.azure.com/"
    dotnet user-secrets set "AzureOpenAI:ApiKey" <insert-key>
  3. Install Required Packages Install the necessary NuGet packages for the project.

    dotnet add package Microsoft.SemanticKernel # version 1.18.2-alpha
    dotnet add package Microsoft.SemanticKernel.Agents # version 1.18.2-alpha
    dotnet add package Microsoft.SemanticKernel.ChatCompletion
    dotnet add package Xunit

Usage

  1. Run the Project Execute the Program.cs file, and follow the prompts to select a desired feature.

    dotnet run
  2. Pick an Option When running the project, you will be prompted to select from the available functionalities:

    Please choose an option (type 'end' to exit):
    1. Personalized Onboarding using Semantic Kernel Plugins
    2. Proactive Support using Multi-Agents
    3. Tailored Recommendations using Vector Store
    Enter input (1, 2, 3, end to exit):
    
    • Option 1: Personalized onboarding walkthrough using Semantic Kernel Plugins.
    • Option 2: Proactive support with issue resolution powered by multi-agent coordination.
    • Option 3: Tailored recommendations based on user data stored in the Semantic Kernel Vector Store.

Project Structure

  • InternalUtilities: Contains helper utilities for resource handling and configuration.
  • Resources: Contains documents such as Teams onboarding guides and recommendations.
  • _vcsm: Core VCSM logic split into distinct features like onboarding, support, and recommendations.

Console output

  • Personalized Onboarding using Semantic Kernel Plugins: image

  • Proactive Support using Multi-Agents: image

  • Tailored Recommendations using Vector Store: image

Resources on Semantic Kernel and AI Integration

  • Microsoft Semantic Kernel
    The Semantic Kernel is an open-source SDK that enables integration of AI models with other systems. It is the core technology used in this project to handle plugins, automatic function calling, and multi-agent orchestration.
  • Azure OpenAI Service
    Azure OpenAI provides powerful language models, such as GPT, to create AI-driven, natural language understanding and response generation. It is used to provide the intelligent responses, tips, and personalized interactions in the VCSM project.
  • Semantic Kernel Dev Blog
    Regular updates and insights on Semantic Kernel from Microsoft's development team.
  • Develop AI Agents using Azure OpenAI and Semantic Kernel SDK
    Microsoft Learn training path that guides developers through building AI agents using Azure OpenAI and Semantic Kernel.
  • Introducing Agents in Semantic Kernel
    Blog post detailing the use of agents in Semantic Kernel, key to building multi-agent systems like the one used in this project.

License

This project is licensed under the MIT License.

Keywords

AI, virtual assistant, customer success, Microsoft products, onboarding, usage tips, feature recommendations, customer support, personalized advice, business value

Key Topics and Challenges addressed by this project

  • Customer Experience
  • Operational Excellence
  • AI Transformation

Problem or Opportunity Statement

Customers struggle to fully use Microsoft products, leading to missed opportunities. An AI assistant offers proactive, personalized support to enhance usage and drive long-term success.

Who is this for

  • Microsoft Product Users
  • IT Support Teams
  • Customer Success Managers
  • Business Decision Makers
  • Technology Enthusiasts

About

The Virtual Customer Success Manager (VCSM) is an AI-powered assistant enhancing customer experiences by offering personalized support for Microsoft products. It leverages AI to understand each customer's needs and usage patterns, providing tailored advice, onboarding help, and feature recommendations to maximize the value of Microsoft solutions.

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