Selling on Microsoft Copilot
Microsoft Copilot lets customers complete their purchases in a Shopify-powered direct checkout without having to leave their chat conversation.
Purchasing in direct checkout is activated by default for eligible stores, but you can deactivate direct checkout and have customers complete their purchase on your online store instead. You can also remove Microsoft Copilot's access to your products through Shopify Catalog in Sales channels > Agentic in your Shopify admin.
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Requirements for selling on Microsoft Copilot
Review the following eligibility requirements for selling on Microsoft Copilot with direct checkout:
- Your store must sell to customers in the United States.
- Your products must be eligible for Shopify Catalog.
- You must read and agree to the Shopify Agentic Storefronts Supplemental Terms of Service.
- You must have your Terms of service, Privacy policy, and Return and refund policy completed in Settings > Policies in your Shopify admin. Learn more about adding store policies.
Considerations for selling on Microsoft Copilot
Review the following considerations for selling on Microsoft Copilot.
Automatic product discovery and checkout activation
- You don't need to do anything for your products to be discovered by Microsoft Copilot through Shopify Catalog. For more information, refer to Shopify Catalog and product discovery for agentic storefronts.
- When your store is eligible, purchasing through Microsoft Copilot's direct checkout is active by default in your Shopify admin, and it has to remain active for your products to be directly bought by customers in Microsoft Copilot.
Microsoft Copilot's direct checkout
- Microsoft Copilot's direct checkout displays only to customers based in the United States.
- Certain features of Shopify, such as custom pixels or product bundles, aren't supported in Microsoft Copilot's direct checkout. Learn more about unsupported features for direct selling with Microsoft Copilot.
- There are no fees associated with selling in Microsoft Copilot's direct checkout. You pay only your standard payment processing fees.
- If you deactivate direct checkout for Microsoft Copilot, then customers using Microsoft Copilot can still discover your products, but they're redirected to your online store to complete their purchase.
Product data and descriptions
- If you remove Microsoft Copilot's access to your product data through Shopify Catalog, then your product data is filtered out of any data that's provided to Microsoft Copilot through Shopify Catalog.
- Ensure that your product descriptions include any relevant legal disclosures in the first 6,000 characters.
Shopify Functions and discounts
- Shopify Functions, such as shipping, discount, and cart and checkout validation functions, are supported or run in Microsoft Copilot's direct checkout.
- Any automatic discounts or discount codes that you set up are supported in Microsoft Copilot's direct checkout.
Unsupported features for Microsoft Copilot's direct checkout
The following features are unsupported for direct selling in Microsoft Copilot's direct checkout:
Some checkout blocks, such as those for custom fields, upsells, or specific validations, might not display in Microsoft Copilot's direct checkout. Your customer can still complete the checkout, but the on-screen checkout experience might display differently than your online store checkout. If you rely on an app to display important information or collect input during checkout, then that experience might not be available in Microsoft Copilot's direct checkout. Learn more about checkout blocks considerations in Microsoft Copilot's direct checkout.
Microsoft Copilot's direct checkout supports a subset of accelerated checkout options activated on your store.
The following types of products aren't supported in Microsoft Copilot's direct checkout:
Google Analytics and custom pixels won't fire in Microsoft Copilot's direct checkout. The checkout fires only server-to-server pixels (started, completed), so none of the standard or custom client side pixels fire.
Local delivery, pickup in store, and pickup points aren't supported as delivery methods in Microsoft Copilot's direct checkout.
You can't require customers to sign in to their account before checkout.
Checkout blocks considerations in Microsoft Copilot's direct checkout
The Microsoft Copilot agentic storefront might render its customer checkout differently than your online store checkout. To help ensure customers can complete their purchase, Shopify loads only the checkout blocks that are essential to completing checkout. Some checkout customization blocks, such as those for custom fields, upsells, or specific validations, might not display in Microsoft Copilot's direct checkout.
In Microsoft Copilot's direct checkout, only customizations that support blocking checkout, and have checkout blocking enabled in their settings, are eligible to load. Learn more about managing your app's behavior controls.
Meeting this requirement doesn't guarantee that a block will load in Microsoft Copilot's direct checkout. Some checkout blocks might not be available, including, but not limited to, the following block types:
- Blocks that change what the customer is purchasing, for example, changing quantities, adding or removing items, offering add-ons or upsells, or adding surcharges or other additional charges.
- Loyalty or rewards experiences.
- Address autocomplete and client-side validation.
- Blocks that collect customer consent during checkout for data usage and communication preferences.
- Chat or messaging experiences.
- Blocks that are placed in the checkout header, footer, or payment method section.
- Informational-only blocks, for example, trust badges, reviews, or terms or disclaimer text.
This experience preserves consistency and continuity for customers checking out directly in the Microsoft Copilot agentic storefront, and also ensures that orders are valid for Shopify merchants.
Managing the Microsoft Copilot channel
You can manage whether Microsoft Copilot can access your products through Shopify Catalog, and you can decide whether customers make purchases directly in Microsoft Copilot or whether they're redirected to your online store.
Opt in or out of selling on Microsoft Copilot
You can choose to deactivate Shopify Catalog access for Microsoft Copilot, but your products might still be displayed or referenced by the channel through other external discovery and listing methods, such as web crawling and indexing. If you need to completely hide a product from AI channels, then refer to Hiding products from being discoverable by AI channels.
Steps:
From your Shopify admin, go to Sales channels > Agentic.
Deactivate Allow Shopify to manage for me.
Click Microsoft Copilot.
Activate or deactivate Shopify Catalog access.
Click Save.
Opt in or out of direct checkout on Microsoft Copilot
Microsoft Copilot's direct checkout is active by default for eligible stores, to let customers buy your products directly in the channel. You can manage your settings and decide whether customers can check out directly in Microsoft Copilot, or whether they're redirected to your online store to complete their purchase.
If you opt out of direct checkout with Microsoft Copilot, then your products can still be discovered and included in the channel's search results through Shopify Catalog, but they can't be purchased through a direct checkout.
Steps:
From your Shopify admin, go to Sales channels > Agentic.
Deactivate Allow Shopify to manage for me.
Click Microsoft Copilot.
Activate or deactivate Direct checkout.
Click Save.
How customers complete their orders
If you have the Direct checkout setting activated for Microsoft Copilot, then customers can click Buy directly in the agentic storefront interface. Customers can fill out their shipping and payment details in the AI channel's Shopify-powered direct checkout, and then complete their purchase without visiting your online store by clicking a Pay now button and paying with a credit card or debit card. The button wording and language might differ by AI channel.
If you have the Direct checkout setting deactivated, then customers can still find your product in the AI channel, but if they want to complete a purchase, then they're redirected to your online store where they can add the product to the cart and complete their order.