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

  1. 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.

  2. 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

  1. 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.

  2. 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

  1. 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.

  2. 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.

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

  1. Functionality Testing:

    • Test the embedded copilot on your website to ensure it functions correctly and provides the expected responses.

  2. 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:


References

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