Commerce chat with Microsoft Copilot Studio
The Commerce Chat with Microsoft Copilot Studio feature empowers Dynamics 365 e-commerce customers to use Microsoft Copilot Studio chatbot capabilities to handle their queries. The feature can be incorporated into e-commerce websites by using the Commerce Chat with Microsoft Copilot Studio module that is part of the Commerce module library.
The Commerce Chat with Microsoft Copilot Studio feature helps businesses achieve the following goals:
Increase personalized engagement with their consumers and improve retention.
Increase customer service through integration of self-service chatbots.
Increase overall customer satisfaction, and therefore increase sales.
For more information about Commerce Chat with Microsoft Copilot Studio, see Commerce Chat with Microsoft Copilot Studio module.
Prerequisites for using Microsoft Copilot Studio
Prior to using the Commerce chat feature, you'll need to create a Microsoft Copilot Studio chatbot for your e-commerce website. For instructions on how to do so, see Create and delete Microsoft Copilot Studio bots.
After you're finished, you'll need to copy and/or save the Bot ID and Tenant ID values from the chatbot parameters to set up the Commerce chat experience later in this module.
Set up your e-commerce site
One recommended method for integrating the Commerce chat with Virtual Agents feature into your e-commerce site is to add the Commerce Chat with Microsoft Copilot Studio module to the shared header fragment that you use on your site in Commerce site builder.
To add the Commerce Chat with Microsoft Copilot Studio module to the shared header fragment on your site, follow these steps:
Go to the site builder for your site and then go to Fragments.
Select New, and when the Select a fragment dialog appears, select the Commerce Chat with Microsoft Copilot Studio module, enter a name for the fragment, and then select OK.
In the outline view, select the Msdyn365 pva chat connector slot.
Locate the Properties pane on the right.
To fill in the fields on the properties pane, you'll need the Bot ID and Tenant ID values that you generated previously:
In the Bot ID field, enter the Microsoft Copilot Studio Bot ID value.
In the Tenant ID field, enter the Microsoft Copilot Studio Tenant ID value.
Select Save.
Select Finish editing to check in the fragment.
Select Publish.
Go to Fragments and open the header fragment for your site.
In the Default container slot, select the ellipsis (...) and then select Add fragment.
When the Select modules dialog appears, select the chat fragment that you created previously, and then select OK.
Select Save.
Select Finish editing to check in the fragment.
Select Publish to publish the fragment.