MS Copilot Studio

Connect enterprise Microsoft Copilot Studio agents to WhatsApp via WhatsBox with direct token authentication and agent handoff.

For enterprises with existing AI agents built in the Microsoft Power Platform ecosystem, WhatsBox offers native Microsoft Copilot Studio Integration (/copilot-ai-bots).

This allows your Microsoft Copilot Studio agents to converse directly with customers on WhatsApp while retaining your enterprise security policies, Microsoft Dataverse connectors, and complex bot topic trees.


Connection Architecture

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Connecting Your Copilot Studio Agent

Obtain Direct Line Token from Copilot Studio

  1. Open your agent in Microsoft Copilot Studio portal (copilotstudio.microsoft.com).
  2. Navigate to Settings > Channels.
  3. Select Mobile app or Direct Line.
  4. Copy your agent's Direct Line Secret / Token.
  5. Ensure authentication is set appropriately (No Auth or Azure Entra ID per your requirements).

Add Copilot Agent in WhatsBox

  1. In WhatsBox, go to Copilot AI Bots (/copilot-ai-bots/[ai_bot_id]).
  2. Enter an internal bot name and paste the Direct Line Token.
  3. Configure the public display name for WhatsApp customers.

Configure Human Escalation

Set up handover rules in Copilot Studio's topic editor. When the agent triggers an escalation event, WhatsBox routes the chat to your human agents in the shared inbox.

Test in Preview & Enable

Use the built-in test preview column to chat with your Copilot Studio agent before toggling the bot to Enabled.