web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Blogs / Microsoft Dynamics CRM/365 Blog / {How to } Publish Copilot A...

{How to } Publish Copilot Agents to WhatsApp

Views (0)
malla Profile Picture malla
Hello Everyone,




Today i am going to share my thoughts on how to publish the copilot agent to whatsapp channel.






Let's get started.



To publish a Microsoft Copilot Studio agent to WhatsApp, you must use Azure Communication Services (ACS) as the bridge between your agent and the whatsapp business platform.



1. Prerequisites


Before starting, ensure you have the following:

  • Azure Subscription: You need an active subscription with an Azure Communication Services (ACS) resource.

  • WhatsApp Business Account (WABA): A verified business account on Meta's WhatsApp Business Platform.

  • Phone Number: A clean, verified phone number specifically for your WhatsApp agent.

  • Agent Settings: Your agent's authentication must be set to either "No authentication" or "Authentication manually" (Microsoft sign-in is not supported on this channel).


2. Step-by-Step Configuration


1. Publish YOur Agent: Ensure your latest changes are live by selecting Publish in the Copilot Studio side menu.


2. Navigate to Channels: Go to Settings > Channels and select the WhatsApp tile.

3. Connect to Azure:

     a. Select your Azure Communication and the specific ACS resource.
     b. Choose the WhatsApp-enabled phone number you wish to use.

4. Deploy: Click Deploy. This process automatically configure the connection between ACS and Copilot Studio.

5. Scan & Test: Once deployment is finished, Copilot Studio will generate a QR code.
Scan this with your WhatsApp device to start a test chat with your live agent.



3. Important Limitations & Tips


Content Restrictions: WhatsApp agents have limited support for Adaptive Cards.
Only "Interactive actions" (up to 3 buttons), "Choice lists", and "Open URL" cards are supported.

24-Hour Window: You can reply freely to a user within 24 hours of their last message.
To initiate a conversation outside this window, you must use Meta-approved WhatsApp Message Templates.


Troubleshooting: If messages are sent but the agent doesn't respond, verify that the Event Grid resource provider is registered in your Azure subscription to allow message forwarding.


For detailed step-by-step instructions click here



That's it for today.


I hope this helps.

Malla Reddy Gurram aka @UK365GUY





This was originally posted here.

Comments

*This post is locked for comments