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Demo Tool for Contact Center Chat

Demo Tool for the Contact Center Chat Channel

A demo tool designed to make it easier to showcase the Dynamics 365 Customer Service chat channel. It combines a modern chat experience—including audio and video—with a customizable landing page so customers immediately recognize their own story and terminology in the demo.

01
Customer-Centric Demo Stories

Industry-specific landing pages and terminology help customers instantly recognize their own context and story in the demo.

02
Modern Chat Experience

A modern chat control built on the Headless Chat SDK demonstrates how Dynamics 365 Customer Service can be embedded into custom applications.

03
Realistic Demo Backends

Mock services and tools simulate real customer service actions without requiring ERP or backend integrations.

04
Built-in Debugging

Integrated webhook endpoints make it easy to inspect and debug Copilot Studio dialogs and integrations.

Landing Page Controls

Customizable Landing Page

The landing page is designed to quickly adapt to the customer's language, industry, and brand—helping them immediately connect with the demo.

Language & Industry Switch

Instantly switch language, locale, and industry context (e.g. Retail, Healthcare). Hero images, texts, and terminology update automatically.

Brand & Hero Customization

Adjust logos, primary colors, fonts, and hero images within seconds to closely match the customer's brand and visual identity.

Chat Configuration

Configure Org ID, Widget ID, or paste a full Omnichannel snippet. Settings persist across reloads and sessions.

Demo Chat Scripts

Use the Scripts tab in Settings to save a dialog script (one sentence per line). In the chat composer, click the tiny, almost invisible button next to Send to type the next line with natural pauses, keeping demos smooth and on-message.

Embedded Tooling

Third-Party Tool Simulations

These Fluent UI simulations mirror the kind of tools customers embed inside Dynamics 365 Customer Service. Each tool supports query parameters for context, just like inline hosted controls.

Insurance Quote Calculator
Insurance

Estimate premiums for auto and home coverage while capturing underwriting signals.

Sample params
?caseId=INS-1024&customer=Alex%20Johnson&policyId=POL-88921&zip=98109&coverage=250000&deductible=500&vehicleValue=34000&drivers=2&age=34&bundleHome=true
Open Insurance Quote Calculator
Retail Returns Desk
Retail

Create a return authorization, calculate refunds, and schedule reverse logistics.

Sample params
?caseId=RTL-5042&orderId=ORD-9912&customer=Jasmine%20Reed&itemSku=SKU-4482&reason=Damaged&refundMethod=Store%20Credit&condition=Opened&pickup=true&itemPrice=129
Open Retail Returns Desk
Care Navigation Triage
Healthcare

Route members to the right care team, verify eligibility, and surface open slots.

Sample params
?caseId=HLT-7844&memberId=HN-55221&plan=Gold%20PPO&symptom=chest%20tightness&zip=10016&preferredDate=2025-01-10&telehealth=true
Open Care Navigation Triage
Travel Rebooking Console
Travel

Re-accommodate disrupted itineraries and manage waivers across fare classes.

Sample params
?caseId=TRV-2204&bookingId=PNR-88KF2&passenger=Marco%20Diaz&disruption=Weather&newDate=2025-02-04&cabin=Premium%20Economy&flexible=true
Open Travel Rebooking Console
Loan Pre-Approval
Banking

Score loan requests and surface a decision summary with pricing guidance.

Sample params
?caseId=BNK-3301&applicant=Samira%20Lee&loanAmount=25000&termMonths=60&income=82000&creditScore=720&product=Auto%20Loan
Open Loan Pre-Approval
Utilities Outage Triage
Utilities

Prioritize outages, assign field crews, and communicate restore timelines.

Sample params
?caseId=UTL-3381&accountId=ACC-77421&address=742%20Evergreen%20Terrace&outageType=Power%20loss&priority=High&crew=North%20Grid&estimatedRestore=2
Open Utilities Outage Triage
Telecom Provisioning Hub
Telecom

Provision new lines, ports, and activation schedules for enterprise accounts.

Sample params
?caseId=TEL-1922&accountId=ACCT-10022&plan=Business%20Unlimited&simType=eSIM&portNumber=%2B14155550198&lines=3&activationDate=2025-01-15
Open Telecom Provisioning Hub
Property Valuation Desk
Real Estate

Generate property value estimates with market index adjustments and comps.

Sample params
?caseId=REA-9041&propertyId=PROP-8221&address=18%20Oak%20Ridge%20Ln&sqft=2450&beds=4&baths=3&yearBuilt=2012&marketIndex=1.08
Open Property Valuation Desk
Customer 360 Workspace
Cross-Industry

Review customer profile, health, and intent signals in a single horizontal workspace.

Sample params
?caseId=CS-2044&customer=Jordan%20Lee&account=Northwind%20Imports&segment=Enterprise&tier=Gold&sentiment=Positive&channel=Web&region=West&language=English&lifetimeValue=48200&openCases=1&churnRisk=12&lastContact=Today%2009%3A12&nextTouchpoint=Today%2015%3A30
Open Customer 360 Workspace
Interaction Timeline
Cross-Industry

Track recent touchpoints and milestones across the customer conversation journey.

Sample params
?caseId=CS-2044&customer=Jordan%20Lee&channel=Web&sentiment=Neutral&focus=Billing%20adjustment&lastContact=Today%2009%3A12&nextTouchpoint=Today%2015%3A30
Open Interaction Timeline
Knowledge Assist Finder
Cross-Industry

Search curated answers and playbooks to respond quickly during live chats.

Sample params
?caseId=CS-2044&customer=Jordan%20Lee&query=Billing%20adjustment&product=Premium%20Support&language=English
Open Knowledge Assist Finder
Entitlement & SLA Check
Cross-Industry

Verify contract coverage, entitlements, and SLA clock before committing outcomes.

Sample params
?caseId=CS-2044&customer=Jordan%20Lee&tier=Gold&segment=Enterprise&slaHours=24&elapsedHours=9&contractEnd=2026-12-31
Open Entitlement & SLA Check
Next Best Action Planner
Cross-Industry

Surface recommended actions for resolve, retain, and grow motions.

Sample params
?caseId=CS-2044&customer=Jordan%20Lee&segment=Enterprise&sentiment=Neutral&churnRisk=18&goal=Retention
Open Next Best Action Planner

How to add a third-party website tab template

  1. Copilot Service admin center → Workspaces → Manage Application tab templates → New.
  2. Set Name, Unique name, and Title, then choose Page type: Third-party website.
  3. In Parameters, provide a base `url` and optional `data` (slugs or OData) to build the final URL.
  4. Save and associate the template with the session template or workstream you demo.

Example: url=https://www.bing.com/search?q= plus data={anchor.ticketnumber} resolves to a case-specific search.

Debugging & Tooling

Webhook Debugger

A webhook endpoint that captures HTTP requests from Copilot Studio. It simplifies debugging of dialogs and integrations by allowing you to inspect headers, payloads, and parsed JSON in real time. Access to personal webhook URLs requires login.

Webhook URL hint

Use the personal URL generated for your session. It follows this format:

https://contoso-live-chat.root.cloudworkers.de/YOUR_GUID_FROM_THE_TOOL
YAML Snippet
kind: AdaptiveDialog
beginDialog:
  kind: OnActivity
  id: main
  type: Message
  actions:
    - kind: HttpRequestAction
      id: webhookRequest
      method: Post
      url: YOUR_WEBHOOK_URL_HERE
      body:
        kind: JsonRequestContent
        content: |-
          ={
              Global: Global,
              System: System
          }
MCP Tooling

Fake MCP (Model Context Protocol) Server

The included fake MCP server simulates typical customer service actions. It enables realistic end-to-end demos with Copilot Studio—without connecting to real backend systems.

Copilot Studio MCP endpoint

Use this URL when configuring the MCP connection in Copilot Studio:

https://contoso-live-chat.root.cloudworkers.de/mcp
Available Tools

24 tools available

get_order_statusretail

Simulates an order lookup and returns a deterministic order status for demo purposes.

track_shipmentlogistics

Provides mock shipment tracking events to demonstrate proactive customer updates.

request_returnretail

Creates a simulated return request, including confirmation and next steps.

update_delivery_addresslogistics

Mocks an address change flow to demonstrate authenticated service actions.

open_support_casegeneral

Creates a demo support case to showcase escalation and case creation scenarios.

answer_product_questiongeneral

Returns a simulated LLM answer for product and plan questions with optional industry context.

Endpoints: POST /mcp (JSON-RPC) or streaming via SSE.

Contoso