Customizing UI Elements in Copilot Studio
Customizing UI elements in Copilot Studio allows you to create visually appealing, interactive, and user-friendly chat experiences. By using Adaptive Cards, Power Automate, and Copilot Studioβs built-in UI options, you can control how information is displayed and how users interact with the chatbot.
This guide provides a step-by-step breakdown of UI customization techniques, including text formatting, button styling, card layouts, interactive inputs, and branding adjustments.
Step 1: Understanding UI Customization Options in Copilot Studio
Before diving into customization, itβs essential to understand which UI elements can be modified:
UI Element | Customization Options |
---|---|
Text Messages | Font size, bold, italics, emojis, structured formatting |
Buttons & Quick Replies | Custom labels, color indications, icons |
Adaptive Cards | Layouts, images, columns, buttons, text inputs |
Media (Images, Videos, GIFs) | Sizing, alignment, dynamic fetching |
Branding & Themes | Logo, color scheme, fonts (limited in Copilot Studio) |
User Input Fields | Dropdowns, text fields, date pickers, toggle buttons |
Step 2: Enhancing Text Formatting & Message Styling
1. Formatting Text Messages in Copilot Studio
Plain text messages can be enhanced with formatting to improve readability:
Formatting Type | Example | Result |
---|---|---|
Bold Text | **Bold** | Bold |
Italics | _Italic_ | Italic |
Bullet Points | - Item 1 - Item 2 | β’ Item 1 β’ Item 2 |
Numbered Lists | 1. Step One 2. Step Two | 1. Step One 2. Step Two |
Emojis | π | π |
Example Message in Copilot Studio:
**Welcome to the Sales Bot!** π
Hereβs what I can do for you:
- Check order status β
- Provide sales reports π
- Connect you to an agent π€
β Best Practices:
- Use bold for key information.
- Use emojis to make messages engaging.
- Keep messages short and scannable.
Step 3: Customizing Buttons & Quick Replies
1. Creating Quick Reply Buttons
Quick replies allow users to tap a button instead of typing responses manually.
Example Quick Reply Setup in Copilot Studio:
β Bot Message:
What would you like to do?
β Quick Reply Buttons:
- [π¦ Track Order]
- [π View Reports]
- [π Restart Chat]
Benefits of Quick Replies:
β Saves time (faster interaction).
β Reduces errors (avoids manual input mistakes).
β Improves navigation (guides users easily).
Step 4: Designing Custom Adaptive Cards for UI Personalization
1. What Are Adaptive Cards?
Adaptive Cards allow you to structure and format chatbot responses dynamically using JSON.
2. Customizing Adaptive Card Layouts
Adaptive Cards can include:
- Headers (bold, large text).
- Columns (for side-by-side elements).
- Images & Icons (for branding).
- Buttons & Input Fields (for interaction).
Example JSON for a Custom Adaptive Card
{
"type": "AdaptiveCard",
"version": "1.4",
"body": [
{
"type": "TextBlock",
"text": "π Sales Report Summary",
"size": "Large",
"weight": "Bolder",
"color": "Accent"
},
{
"type": "ColumnSet",
"columns": [
{
"type": "Column",
"width": "50%",
"items": [
{
"type": "TextBlock",
"text": "Total Revenue",
"weight": "Bolder"
},
{
"type": "TextBlock",
"text": "$1,200,000",
"size": "ExtraLarge",
"color": "Good"
}
]
},
{
"type": "Column",
"width": "50%",
"items": [
{
"type": "TextBlock",
"text": "Pending Orders",
"weight": "Bolder"
},
{
"type": "TextBlock",
"text": "450",
"size": "ExtraLarge",
"color": "Attention"
}
]
}
]
},
{
"type": "ActionSet",
"actions": [
{
"type": "Action.Submit",
"title": "View Full Report",
"data": {
"action": "view_report"
}
}
]
}
]
}
β Best Practices for Adaptive Cards:
- Use ColumnSet for a responsive layout.
- Use color properties to highlight key data.
- Include buttons for actionable steps.
Step 5: Adding User Input Fields for Interactivity
1. Types of Input Fields You Can Use in Adaptive Cards
Input Type | Use Case |
---|---|
Text Field | Entering comments or feedback |
Dropdown Menu | Selecting a product or category |
Date Picker | Choosing an appointment date |
Toggle Switch | Enabling/disabling settings |
Example JSON for a User Input Form
{
"type": "AdaptiveCard",
"version": "1.4",
"body": [
{
"type": "TextBlock",
"text": "π
Schedule a Meeting",
"size": "Medium",
"weight": "Bolder"
},
{
"type": "Input.Text",
"id": "user_name",
"placeholder": "Enter your name"
},
{
"type": "Input.Date",
"id": "meeting_date",
"label": "Select a date"
},
{
"type": "ActionSet",
"actions": [
{
"type": "Action.Submit",
"title": "Confirm",
"data": {
"action": "schedule_meeting"
}
}
]
}
]
}
β
Why Use Inputs in Adaptive Cards?
β Makes chatbots more interactive.
β Simplifies user data entry.
β Works across platforms (Teams, Web, Mobile).
Step 6: Customizing Branding & Themes
Since Copilot Studio has limited direct branding options, you can still customize branding by:
- Adding logos in Adaptive Cards (via Image elements).
- Using brand colors in text & button styles.
- Embedding external UI (PowerApps, Power BI) for custom styling.
Example of Adding a Logo in an Adaptive Card
{
"type": "Image",
"url": "https://example.com/logo.png",
"size": "Medium",
"horizontalAlignment": "Center"
}
β Branding Best Practices:
- Ensure logos/images are optimized for fast loading.
- Maintain consistent colors & fonts for professional UI.
Step 7: Testing & Deploying Your Custom UI
1. Test Across Different Platforms
- Microsoft Teams (check responsiveness).
- Web Chat (ensure proper formatting).
- Mobile View (ensure buttons are touch-friendly).
2. Collect User Feedback
- Add a feedback option after interactions.
- Use A/B testing to compare UI styles.
Final Thoughts: Crafting a Stunning UI in Copilot Studio
By following these customization techniques, you can create a visually appealing, user-friendly, and interactive chatbot UI that enhances engagement.
Key Takeaways:
β
Use Adaptive Cards for structured layouts.
β
Enhance UX with Quick Replies & Buttons.
β
Make it interactive with Input Fields.
β
Brand it with colors, logos & images.
β
Test across devices before deployment.
Would you like a pre-built UI template for your chatbot? Let me know!