CustomizeData.md

April 30, 2026 · View on GitHub

Customize the solution with your own data

If you would like to update the solution to leverage your own data please follow the steps below.

Note: you will need to complete the deployment steps here before proceeding.

Prerequisites:

  1. Your data will need to be in JSON or wav format with the file name formated prefixed with "convo" then a GUID followed by a timestamp. For more examples of the data format, please review the sample transcripts and audio data included here

    • Example:
      • Transcripts: convo_32e38683-bbf7-407e-a541-09b37b77921d_2024-12-07 04%3A00%3A00.json
      • Audio: convo_2c703f97-6657-4a15-b8b2-db6b96630b2d_2024-12-06 06_00_00.wav

  2. Navigate to the storage account in the resource group you are using for this solution.

  3. Open the data container

Note for WAF-aligned deployments: If your deployment uses private networking, you'll need to log into a VM within the virtual network to upload files. See VM login instructions below.

  1. If you have audio files, upload them to custom_audiodata folder. If you have call transcript files, upload them to custom_transcripts folder.

  2. Navigate to the terminal and run the process_custom_data.sh script to process the new data into the solution with the following commands:

    bash ./infra/scripts/process_custom_data.sh

    If you don't have azd env then you need to pass parameters along with the command. Parameters are grouped by service for clarity. The command will look like the following:

    bash ./infra/scripts/process_custom_data.sh \
  <Resource-Group-Name> <Azure-Subscription-ID> \
  <Storage-Account-Name> <Storage-Container-Name> \
  <SQL-Server-Name> <SQL-Database-Name> <Backend-User-MID-Client-ID> <Backend-User-MID-Display-Name> \
  <AI-Search-Name> <Search-Endpoint> \
  <AI-Foundry-Resource-ID> \
  <OpenAI-Endpoint> <Embedding-Model> <Deployment-Model> \
  <CU-Endpoint> <CU-API-Version> <AI-Agent-Endpoint> <Solution-Name>

How to Login to VM Using Azure Bastion

For WAF-aligned deployments with private networking:

  1. Navigate to your VM in the Azure portal
  2. Click Connect → Bastion
  3. Enter your VM credentials (username and password) and click Connect
  4. Wait for the Bastion connection to establish - this may take a few moments
  5. Once connected, you'll have access to the VM desktop/terminal interface