Configure and test a copilot

You can navigate to Copilot embeddable widget in one of the following ways:

Select View in Get Started > Home > Set up Copilot embeddable widget.
Select Manage in Agent experience > Productivity > Copilot embeddable widget.

Configure embedded agent

On the Copilot embeddable widget the application displays the following:

Copilot embeddable widget URL - The URL that you can use to embed the Copilot for Service agent in your non-Microsoft CRM systems. Currently, you can embed the agent in Salesforce and ServiceNow CRM systems.
Enable Copilot features - Enable the following Copilot features that the customer service representatives in your non-Microsoft CRM systems can use:
- case and conversation summaries
- resolution notes
- plugins
Test your agent - Test how the AI agent works.

Select the Copilot test widget to test how the AI agent works. You can test the agent by connecting to your Salesforce or ServiceNow CRM environment.

Note

You can only connect to one CRM. 

In Copilot, select Salesforce in the CRM Account.
Select Set up. 
Next to Salesforce, select Sign in. The panel displays the Salesforce sign-in details for Login URI Environment and Salesforce API Version. 
Select Sign in, and then follow the onscreen prompts to verify your identity if necessary. Once the connection is confirmed, a green checkmark appears. 
Select Confirm.

In Copilot, select ServiceNow in the CRM Account.
Select Set up. 
In Authentication Type, select either Use Oauth2 or Basic Authentication. 
Depending on your authentication type, do one of the following: 
- If you’re authenticating using Oauth2, enter your credentials, and then select Sign in. 
- If you’re authenticating using Basic Authentication, enter the domain for your environment, username, and password, and then select Create. 
Once the connection is confirmed, a green checkmark appears. 
Select Confirm.

After you establish a successful connection, you can begin sending messages back and forth using the AI agent.