Detailed Guide to Embedding Copilot Studio in a Custom Website
Embedding Copilot Studio into your custom website can enhance user interaction by providing AI-driven assistance directly within your web environment. Here’s a comprehensive guide on how to achieve this:
Step 1: Prepare Your Copilot in Copilot Studio
Create Your Copilot:
- Use Copilot Studio to design and configure your AI copilot. Define its capabilities, responses, and integrations.
- Test your copilot within Copilot Studio to ensure it works as expected.
Configure Authentication Settings:
- Navigate to Settings > Security > Authentication in Copilot Studio.
- Decide on the authentication type:
- No Authentication: Ideal for external websites where anyone can use the copilot.
- Authentication Required: Use this for internal tools or scenarios where sensitive information is involved.
- Save your settings after making the selection.
Step 2: Generate the Embedding Code
Access Embed Options:
- In Copilot Studio, navigate to the deployment or integration section where you can generate the embed code for your copilot.
- Customize the appearance and behavior of the embedded copilot to match your website’s design and user experience.
Copy the Embed Code:
- Select Channels from the top menu bar.
- Under Channels, select Web or Custom Website.
- Copy the generated embed code to the clipboard.
Step 3: Add Embed Code to Your Website
HTML Integration:
- Paste the copied embed code into the HTML of your website where you want the copilot to appear.
- Ensure the embed code is placed correctly within your website’s structure, typically within the
<body>tag.
JavaScript Integration:
- If the embed code includes JavaScript, ensure that it is correctly placed within your website’s
<head>or before the closing</body>tag.
- If the embed code includes JavaScript, ensure that it is correctly placed within your website’s
Example Code Snippet
Here’s an example of how you might embed a copilot into a custom website:
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>My Custom Website</title>
<style>
/* Custom CSS for the copilot interface */
#copilot-container {
position: fixed;
bottom: 20px;
right: 20px;
width: 300px;
height: 400px;
solid #ccc;
border-radius: 10px;
overflow: hidden;
box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
}
</style>
</head>
<body>
<!-- Your website content -->
<div id="content">
<h1>Welcome to My Custom Website</h1>
<p>Here is some content on my website.</p>
</div>
<!-- Copilot embed container -->
<div id="copilot-container">
<!-- Embed code from Copilot Studio -->
<iframe src="https://copilotstudio.example.com/embed/copilot-id" width="100%" height="100%" frameborder="0"></iframe>
</div>
<!-- Optional JavaScript for additional functionality -->
<script>
// Custom JavaScript for copilot interactions
document.addEventListener('DOMContentLoaded', function() {
// Initialize copilot or handle events
});
</script>
</body>
</html>
Step 4: Test the Integration
Functionality Testing:
- Test the embedded copilot on your website to ensure it functions correctly and provides the expected responses.
User Experience Testing:
- Gather feedback from users to identify any issues or areas for improvement.
Benefits of Embedding Copilot Studio
- Enhanced User Interaction: Provides users with real-time assistance and information directly within your website.
- Increased Engagement: Keeps users engaged by offering interactive and helpful features.
- Streamlined Support: Reduces the need for manual support by automating responses to common queries.
By following these steps, you can effectively embed Copilot Studio into your custom website, providing a seamless and interactive experience for your users.
For more detailed instructions and visual guides, you can refer to the following resources:
- Microsoft Learn: Publish an agent to a live or demo website[1].
- Citizen Developer: How to Add Microsoft Copilot to Your Website[2].
References
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