Designing User Interfaces (UI) in Copilot Studio: A Comprehensive Guide
Microsoft Copilot Studio (formerly Power Virtual Agents) is a no-code/low-code chatbot development platform that allows businesses to create AI-powered conversational bots. While chatbots are inherently text-based, designing an effective User Interface (UI) in Copilot Studio ensures a better user experience (UX) by making conversations engaging, structured, and interactive.
This guide provides a fully detailed step-by-step process on how to design an effective UI/UX for chatbots in Copilot Studio, including:
✅ Customizing Chatbot Responses
✅ Using Rich Cards & Adaptive Cards
✅ Adding Buttons, Quick Replies & Menus
✅ Styling the Chat Window
✅ Integrating UI with Power Automate
✅ Deploying & Testing the UI
📌 Step 1: Accessing Copilot Studio
Before designing the UI, you need access to Copilot Studio.
1.1 Sign In to Microsoft Copilot Studio
1️⃣ Open a web browser and visit https://copilotstudio.microsoft.com/.
2️⃣ Click “Sign In” and enter your Microsoft 365 credentials.
3️⃣ Once logged in, you’ll be redirected to the Copilot Studio Dashboard.
🔹 Step 2: Understanding UI Elements in Copilot Studio
Microsoft Copilot Studio allows you to enhance UI/UX by using visual elements instead of plain text-based interactions.
✅ UI Elements You Can Use in Copilot Studio
UI Element | Description | Use Case |
---|---|---|
Text Responses | Standard text-based replies | General chatbot responses |
Quick Replies | Button-based responses | FAQs, simple choices |
Hero Cards | Image, text & buttons | Product promotions, announcements |
Adaptive Cards | Advanced UI elements | Forms, dynamic responses |
Carousels | Scrollable sets of cards | Multiple product suggestions |
Buttons | Clickable actions | Booking, confirming choices |
Rich Media (Images, Videos, GIFs) | Visual content | Enhancing chatbot engagement |
By combining these UI elements, you can make your chatbot more interactive and visually appealing.
🔹 Step 3: Customizing Chatbot Responses
The first step in UI design is improving the chatbot’s text-based responses by making them clear, concise, and engaging.
3.1 Editing Chatbot Messages
1️⃣ Navigate to Copilot Studio → Topics.
2️⃣ Select a topic (e.g., “Greeting”).
3️⃣ Click on the bot message and edit the text:
- ❌ Bad Example:
"Hello, how can I help?"
- ✅ Good Example:
"👋 Hi there! Welcome to our support bot. How can I assist you today?"
4️⃣ Click Save.
💡 Pro Tip:
- Use emojis (🔥, ✅, 📌) to make responses more engaging.
- Keep messages short and structured to improve readability.
🔹 Step 4: Adding Quick Replies (Button UI)
Instead of making users type everything, add Quick Replies to streamline conversations.
4.1 Creating Quick Reply Buttons
1️⃣ Click “Add Node” → “Message”.
2️⃣ Enter the bot response:
“What would you like help with?”
3️⃣ Click “Add Suggested Replies”, then enter:
- 🔹 “Product Information”
- 🔹 “Support Request”
- 🔹 “Talk to an Agent”
4️⃣ Click Save.
✅ Now, users can click buttons instead of typing!
🔹 Step 5: Using Rich Cards for Better UI
Rich Cards provide a more structured and visual layout with images, buttons, and text.
5.1 Adding Hero Cards (Image + Text + Buttons)
1️⃣ Click “Add Node” → “Show a Hero Card”.
2️⃣ Upload an image (e.g., product image).
3️⃣ Enter a title (e.g., “Latest Product”).
4️⃣ Add description text.
5️⃣ Click “Add Button”, enter:
- Label: “View More”
- Action: Open URL (e.g., product webpage).
6️⃣ Click Save.
✅ Now, users get a clickable image-based UI!
🔹 Step 6: Using Adaptive Cards (Advanced UI Design)
Adaptive Cards allow you to create dynamic forms and layouts inside chatbots.
6.1 Adding an Adaptive Card
1️⃣ Click “Add Node” → “Show an Adaptive Card”.
2️⃣ Copy & Paste this sample JSON:
{
"type": "AdaptiveCard",
"body": [
{
"type": "TextBlock",
"text": "📅 Book an Appointment",
"weight": "Bolder",
"size": "Medium"
},
{
"type": "Input.Text",
"id": "UserName",
"placeholder": "Enter your name"
},
{
"type": "Input.Date",
"id": "AppointmentDate",
"placeholder": "Select a date"
}
],
"actions": [
{
"type": "Action.Submit",
"title": "Confirm Booking"
}
],
"$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
"version": "1.3"
}
3️⃣ Click Save.
✅ Now, users can enter their name and select a date directly in the chatbot!
🔹 Step 7: Styling the Chat Window (Custom Branding)
Copilot Studio allows some custom branding when embedding chatbots on websites.
7.1 Customizing Chat Widget Appearance
1️⃣ Go to “Channels” → “Custom Website”.
2️⃣ Click “Customize Appearance”.
3️⃣ Change:
- ✅ Chat Window Color
- ✅ Bot Avatar & Name
- ✅ Font & Text Colors
4️⃣ Click Save & Publish.
✅ Now, your chatbot matches your company branding!
🔹 Step 8: Testing the UI Design
Before deployment, test the UI to ensure everything looks and works as expected.
8.1 Running a UI Test
1️⃣ Click “Test Bot” (top-right corner).
2️⃣ Try different responses (buttons, images, Adaptive Cards).
3️⃣ Verify formatting and design consistency.
4️⃣ Adjust UI elements if needed.
🔹 Step 9: Deploying the Chatbot UI
Once satisfied with the UI, deploy your chatbot on different platforms.
9.1 Deploying to Microsoft Teams
1️⃣ Go to “Channels” → “Microsoft Teams”.
2️⃣ Click “Enable” and follow setup instructions.
9.2 Embedding on a Website
1️⃣ Go to “Channels” → “Custom Website”.
2️⃣ Copy the embed code (iframe).
3️⃣ Paste it into your website’s HTML code.
✅ Your chatbot UI is now LIVE!