Copilot Studio Live Agent Transfer: From Chatbot to Human
Ever wondered what happens when you speak to a chatbot on a website? Who is on the other side? In this demonstration I show you not only this but also how you can configure a Copilot for hand off to a live agent on Dynamics for Customer Service. In under 10 minutes, I will show you how to build a custom Copilot that can generate content using Generative Answers from a public website. I will talk you through the changes you need to make to your Copilot to set it up for transfer. How to link your Copilot to Dynamics Customer Service. How to embed the chat widget into your website and finally a demonstration of the interaction between an end user, a Copilot and subsequently a human after an agent transfer has been initiated.
00:00 Intro
00:47 Build a Generative Answers Copilot in under a minute
01:28 Testing our Copilot
02:33 Configure Agent Transfer
04:27 Dynamics Customer Service Admin
04:55 Configure a Workstream
07:28 Publish Bot to a Website and Test
09:14 Outro
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