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Microsoft 365 Copilot Chat Protection - Quick Start Guide

License Editions: For license details, see Plans & Pricing.

Overview

Microsoft 365 Copilot Chat Protection helps organizations safeguard AI interaction history against accidental deletion, retention gaps, and compliance risks. Copilot Chat Protection backs up user prompts and AI-generated responses from Microsoft 365 Copilot surfaces and enables administrators to restore or export that data when needed.

This article serves as an entry point to all documentation related to Copilot Chat Protection, guiding you through setup, configuration, backup, restore, and ongoing management.

How to Use This Guide

  • New to Copilot Chat Protection? Start with Get Started, then follow the Configuration Workflow.

  • Setting up for the first time? Review the Microsoft 365 app configuration and backup configuration sections.

  • Managing production environments? Use the Dashboard, Monitoring, and Restore sections as ongoing references.

  • Legal or compliance teams? See the Legal Hold section.


1. Get Started

Get Started with Microsoft 365 Copilot Chat Protection

A high-level introduction to Copilot Chat Protection, including scope of protection, key capabilities, licensing considerations.


2. Setup & Configuration

Microsoft 365 Copilot Chat Configuration Workflow

Copilot-specific configuration steps: permissions, profile, and user assignment. Standard M365 tenant setup and Copilot Chat sub app installation.

Related Documentation:


3. Backup Operations

Backup Copilot Chat Data

Covers how Copilot Chat backups work, including profiles, scheduling, user configuration, and manual backups.


4. Monitoring & Visibility

Know Your Copilot Chat Dashboard

Describes the Copilot Chat dashboard, key fields, filters, user actions, and snapshot visibility.

Manage and Monitor Copilot Chat

Details how to monitor backup and restore jobs, view live activities, and manage user-level operations.


5. Restore & Recovery

Restore Copilot Chat Data

Explains how to restore Copilot interaction sessions from snapshots to a user's OneDrive in HTML or JSON format.


6. Governance & Compliance

Legal Hold for Copilot Chat

Explains custodian-based legal hold, immutability, and eDiscovery export for Copilot interactions.


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