Microsoft Power Bi for your voice agent

Microsoft Power BI is Microsoft's business analytics service for dashboards, reports, datasets, and interactive data visualizations. Use it to turn business data into clear insights that teams can explore, share, and act on.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Microsoft Power Bi app. You register an app in Microsoft Power Bi's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
145 actions, such as list Organization Workspace Ids Optionally Filtered By Modification Date, list Reports Shared To The Whole Organization Through Links and list Organization Deployment Pipelines As Admin.
What it changes
133 actions, such as add A Tenant Encryption Key, add Dashboard to Workspace and assign Workspaces To A Premium Capacity As Admin.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 279. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Microsoft Power Bi actions

Reads 145

  • List Organization Workspace Ids Optionally Filtered By Modification Date
  • List Reports Shared To The Whole Organization Through Links
  • List Organization Deployment Pipelines As Admin
  • List Organization Service Principal Profiles
  • Get Reports From App
  • Check Gateway Data Source Connectivity
  • Download An Exported Workspace Report File
  • Export A Dataflow Definition As Admin
  • Export A Dataflow Definition As Json
  • Export A Workspace Report As Pbix Or Rdl
  • Get A Capacity Refreshable As Admin
  • Get A Capacity Workload State
  • Get A Dashboard From An App
  • Get A Dashboard In A Workspace
  • Get A Dashboard Tile In A Workspace
  • Get A Dashboard Tile In My Workspace
  • Get A Deployment Pipeline
  • Get A Gateway Data Source
  • Get An Import In A Workspace
  • Get An Installed App
  • Get An Organization Workspace As Admin
  • Get A Report From An App
  • Get A Report In A Workspace
  • Get A Service Principal Profile
121 more
  • Get A Tile From An App Dashboard
  • Get Available Feature By Name
  • Get Capacities
  • Get Capacity Workload States
  • Get Dashboard from My Workspace
  • Get Dashboards
  • Get Dataflows
  • Get Dataset
  • Get Dataset in Workspace
  • Get DataSet Data
  • Get Datasets from My Workspace
  • Get DataSets from Power BI
  • Get Dataset to Dataflows Links
  • Get Dataset Users
  • Get Dataset Users In Group
  • Get Datasources for Dataset
  • Get Datasources for Dataset in Workspace
  • Get Gateway
  • Get Gateway Datasources in Group
  • Get Gateways
  • Get Goals from Scorecard
  • Get Goals Refresh History
  • Get Goals Status Rules
  • Get Goal Value By ID
  • Get Groups
  • Get Groups Capacity Assignment Status
  • Get Group Users
  • Get Import
  • Get Imports from My Workspace
  • Get Imports in Workspace
  • Get Linked Report History Snapshot
  • Get My Workspace Capacity Assignment Status
  • Get Report Page
  • Get Pages from Report
  • Get Pages from Report in My Workspace
  • Get Dataset Parameters
  • Get Dataset Parameters in Workspace
  • Get Deployment Operation Details And Execution Plan
  • Get Query Scale Out Sync Status
  • Get Refreshable For Capacity
  • Get refreshables for all capacities
  • Get Refresh Execution Details In Group
  • Get Refresh History for Dataset
  • Get Dataset Refresh Schedule
  • Get Refresh Schedule In Group 2
  • Get Report from My Workspace
  • Get Report Page From My Workspace
  • Get Reports
  • Get Reports From My Workspace
  • Get Resources
  • Get Scorecard By ID
  • Get Scorecards
  • Get Tables in Dataset
  • Get Tables in Dataset within Workspace
  • Get Tiles from My Workspace Dashboard
  • Get Tiles from Workspace Dashboard
  • Get Workspace
  • Get Workspace Metadata Scan Results
  • Get Workspace Metadata Scan Status
  • Get Workspace Report Export Job Status
  • List Accessible Dataflow Storage Accounts
  • List App Users As Admin
  • List Available Features
  • List Capacity Refreshables As Admin
  • List Capacity Users As Admin
  • List Dashboards From An App
  • List Dashboard Tiles As Admin
  • List Dashboard Users As Admin
  • List Dataflow Data Sources
  • List Dataflow Data Sources As Admin
  • List Dataflow Transactions
  • List Dataflow Users As Admin
  • List Dataset Data Sources As Admin
  • List Datasets In A Workspace
  • List Dataset To Dataflow Links As Admin
  • List Dataset Users As Admin
  • List Deployment Pipelines
  • List Deployment Pipeline Stage Artifacts
  • List Deployment Pipeline Stages
  • List Deployment Pipeline Users
  • List Deployment Pipeline Users As Admin
  • List Gateway Data Sources
  • List Gateway Data Source Users
  • List Installed Apps
  • List My Workspace Dashboards
  • List Organization Apps As Admin
  • List Organization Capacities As Admin
  • List Organization Dashboards As Admin
  • List Organization Dataflows As Admin
  • List Organization Datasets As Admin
  • List Organization Imports As Admin
  • List Organization Refreshables As Admin
  • List Organization Reports As Admin
  • List Organization Workspaces As Admin
  • List Recent Deployment Pipeline Operations
  • List Power Bi Items Accessible By A User
  • List Power Bi Items Published To The Web
  • List Refreshables For A Capacity
  • List Reports In A Workspace
  • List Report Users As Admin
  • List Service Principal Profiles
  • List Tenant Audit Activity Events
  • List Tenant Encryption Keys
  • List Tiles From An App Dashboard
  • List Upstream Dataflows
  • List Upstream Dataflows As Admin
  • List Workspace Dashboards As Admin
  • List Workspace Dataflows As Admin
  • List Workspace Datasets As Admin
  • List Workspace Reports As Admin
  • List Workspace Users As Admin
  • Download An Exported Report File In My Workspace
  • Export A Report In My Workspace As Pbix Or Rdl
  • Get Dataset Refresh Execution Details In My Workspace
  • Get A Direct Query Refresh Schedule In My Workspace
  • Get Report Export Job Status In My Workspace
  • Get Dataset Query Scale Out Synchronization Status In My Workspace
  • List Paginated Report Data Sources In My Workspace
  • Get Dataset Refresh History In A Workspace
  • Get A Direct Query Refresh Schedule In A Workspace
  • List Paginated Report Data Sources In A Workspace

Changes 106

  • Add A Tenant Encryption Key
  • Add Dashboard to Workspace
  • Assign Workspaces To A Premium Capacity As Admin
  • Grant Deployment Pipeline Permissions As Admin
  • Unassign Workspaces From Capacity As Admin
  • Assign My Workspace To A Capacity
  • Assign Workspace to Capacity
  • Assign A Workspace To A Dataflow Storage Account
  • Assign A Workspace To A Deployment Pipeline Stage
  • Bind A Workspace Dataset To A Gateway
  • Change A Capacity Encryption Key
  • Clone A Dashboard Tile In A Workspace
  • Clone A Dashboard Tile In My Workspace
  • Clone Report
  • Clone Report in Workspace
  • Create A Deployment Pipeline
  • Create A Gateway Data Source
  • Create A Service Principal Profile
  • Create Goal Value Check-in
  • Create Workspace
  • Create My Workspace Dashboard
  • Create Push Dataset
  • Create Scorecard
  • Generate An Automated Template App Installation Ticket
82 more
  • Create Temporary Upload Location
  • Deploy All Supported Items From A Pipeline Stage
  • Deploy Selected Items From A Pipeline Stage
  • Discover Gateways for Dataset
  • Execute DAX Queries
  • Execute DAX Queries on Dataset
  • Execute Subscription
  • Generate A Tile Embed Token
  • Generate Dashboard Embed Token
  • Generate Embed Token for Power BI
  • Generate Report Embed Token in Group
  • Generate Dataset Embed Token in Group
  • Grant Deployment Pipeline Permissions
  • Grant Or Update Gateway Data Source User Permissions
  • Grant Workspace Permissions As Admin
  • Grant Workspace Permissions To A User
  • Import New Content Into A Workspace
  • Import New Content Into My Workspace
  • Trigger Query Scale Out Sync in Workspace
  • Move Power BI Scorecard Goals
  • Add Rows To A Push Dataset Table In My Workspace
  • Bind A Dataset In My Workspace To A Gateway
  • Bind A Paginated Report Data Source In My Workspace To A Gateway
  • Discover Gateways For A Dataset In My Workspace
  • Rebind A Report In My Workspace To A Dataset
  • Start A Report File Export In My Workspace
  • Update Dataset Data Sources In My Workspace
  • Update An Existing Users Dataset Permissions In My Workspace
  • Update A Direct Query Refresh Schedule In My Workspace
  • Update Paginated Report Data Sources In My Workspace
  • Patch Goal Note
  • Patch Goal Value By ID
  • Patch Scorecard By ID
  • Create Push Dataset in Workspace
  • Grant Dataset User Permissions
  • Grant Dataset User Permissions In Group
  • Post Goal
  • Post Goal Note
  • Add Rows to Dataset Table in Workspace
  • Post Goal Status Rules
  • Update Table Schema
  • Update Table Schema in Workspace
  • Rebind Report to Dataset
  • Refresh A Dataflow
  • Refresh A Dataset In My Workspace
  • Trigger Dataset Refresh in Workspace
  • Refresh User Permissions In Power Bi
  • Generate Report Embed Token for Create in Group
  • Restore A Deleted Workspace
  • Rotate A Tenant Encryption Key
  • Create Or Update A Dataflow Refresh Schedule
  • Set Linked Report Cache Options
  • Set Sensitivity Labels On Power Bi Items
  • Start A Report File Export In A Workspace
  • Start A Workspace Metadata Scan
  • Take Over Dataset
  • Take Over Paginated Report Ownership
  • Trigger Query Scale Out Sync
  • Unassign A Workspace From A Deployment Pipeline Stage
  • Update A Deployment Pipeline
  • Update A Service Principal Profile Name
  • Update A Users Workspace Permissions
  • Enable Or Disable A Capacity Workload And Set Its Memory Limit
  • Update Dataflow Properties Capabilities And Settings
  • Update Dataset
  • Update Dataset In Workspace
  • Update Dataset Parameters In My Workspace
  • Update Paginated Report Data Sources
  • Update Gateway Data Source Credentials
  • Patch Goal By ID
  • Update Dataset Parameters in Workspace
  • Update Refresh Schedule
  • Update Refresh Schedule In Group
  • Update Report Content
  • Update Workspace
  • Update Workspace Properties As Admin
  • Bind A Workspace Paginated Report Data Source To A Gateway
  • Execute Dax Queries Returning Apache Arrow Streams In A Workspace
  • Update Dataset Data Sources In A Workspace
  • Update An Existing Users Dataset Permissions In A Workspace
  • Update A Direct Query Refresh Schedule In A Workspace
  • Update Workspace Report Content From A Source Report

Deletes 27

  • Delete A Service Principal Profile As Admin
  • Remove Deployment Pipeline Permissions As Admin
  • Remove Sensitivity Labels From Power Bi Items
  • Cancel A Dataflow Transaction
  • Cancel A Dataset Refresh In My Workspace
  • Cancel Dataset Refresh in Workspace
  • Delete A Dashboard In A Workspace
  • Delete A Deployment Pipeline
  • Delete A Gateway Data Source
  • Delete A Report In My Workspace
  • Delete A Service Principal Profile
  • Delete Dashboard
  • Delete Dataflow
  • Delete Dataset
  • Delete Dataset from Workspace
  • Delete Goal
  • Delete Goal Note by ID
  • Delete Goal Status Rules
  • Delete Pipeline User
  • Delete Report from Workspace
  • Delete Rows from Dataset Table
  • Delete Rows from Dataset Table in Workspace
  • Delete Scorecard By ID
  • Delete Workspace
3 more
  • Remove A Gateway Data Source User
  • Remove A Users Workspace Permissions
  • Remove Workspace Permissions As Admin

Microsoft Power Bi setup

  1. Registering your Microsoft Power Bi app

    Create an app in Microsoft Power Bi's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Microsoft Power Bi

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 279 actions the agent may use. Start with lookups and add the ones that change Microsoft Power Bi when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

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