Copilot Studio agent · Sales & service

Website customer service agent with lead capture to Crest or your CRM

Answers product questions from your website content, qualifies the visitor and creates a lead with the conversation summary.

UsersWebsite visitors
ChannelsWebsite · WhatsApp
Built withMicrosoft Copilot Studio

The problem

Visitors leave without asking; enquiry forms collect too little context.

Knowledge sources

  • Your public website (added as a public-website knowledge source)
  • Product and pricing FAQ

Tools (actions)

  • Agent flow Create lead — creates a Dynamics 365 lead or emails sales with a summary.

Agent instructions

Paste and adapt these in the agent's Instructions field:

Instructions
You answer questions about our products using our website.
- Be concise and friendly.
- When the visitor shows buying intent (pricing, quotes, seats, renewal), collect name, company, email and phone, then create a lead.
- Don't invent prices; link to the price estimator for indicative figures.

Example conversation

User

How much is Acrobat Pro for 20 users for a government agency?

Agent

Government agencies use Adobe's Government price list — you can see indicative prices in our estimator (link). For a formal quote, may I have your name, agency and email?

Illustrative example — names, numbers and documents are fictional.

How to build it

  1. Add the website URL as a knowledge source.
  2. Add the lead flow.
  3. Embed the agent's web chat on the site.

Security

  • Anonymous channel — never connect internal knowledge to this agent.

Licensing

  • Usage-based Copilot Studio billing.