Skip to main content

Copilot Agents Overview

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

📝NOTE: The availability of this feature may be limited based on the license type, region, and other criteria. To access this feature, contact support.

Copilot Agents is a Cloud Platform product that discovers, backs up, and restores Microsoft 365 Copilot agents. It protects agents that you build in Microsoft Copilot Studio, including their settings, instructions, knowledge sources, topics, and tools.


📝NOTE:

  • Copilot Agents is a standalone product within the Druva Cloud Platform console. It is separate from Microsoft 365 and Microsoft Power Platform protection and is independently licensed, configured, and managed.

  • Copilot agents protection is supported only in the Azure cloud only.


What Copilot Agents Protects

Copilot Agents provides full backup and restore protection for Copilot Studio agents. Cloud Platform backs up the supported components and configuration of each agent and lets you restore the agent to its original environment or to a different environment. For the complete list of supported components, see Supported agent components for backup and restore.

The following table summarizes the backup, restore, and download capabilities for each agent type.

Agent type

Backup

Restore

Download

Copilot Studio agents

Full

Yes
Restore in place or as a copy in the original or different environment.

Yes

Download a snapshot as a ZIP archive.

Key Capabilities

  • Automated backup and protection: Protect your Microsoft 365 Copilot Studio agents with scheduled backups and flexible retention policies.

  • Flexible restore options: Quickly restore a Copilot Studio agent to its original location or restore it as a copy in the same or different environment.

  • Automated agent discovery: Automatically discover published agents across available environments in your registered Microsoft 365 tenant, helping you identify agents that need protection.

  • Intelligent backup automation: Automatically assign backup profiles to agents based on configurable rules for agent name or last modified date, reducing manual effort and simplifying backup management.

  • Centralized agent visibility: View discovered agents on the Agents page and filter them by platform, environment, and configuration status for easier management.

  • Secure, immutable backups: Protect backup data with encrypted storage and optionally enable Data Lock in a backup profile to prevent snapshot deletion.

  • Downloadable backups: Download a snapshot of any backed-up agent as a ZIP archive for offline access.

Supported Storage Regions

Druva protects Power Platform data by storing backups in the following Microsoft Azure regions:

  • East US (eastus)

  • Southeast Asia (southeastasia)

  • West US 2 (westus2)

  • Germany West Central (germanywestcentral)

  • Australia East (australiaeast)

  • UK South (uksouth)

  • Central India (centralindia)

How Copilot Agents Works

Cloud Platform connects to your Microsoft 365 tenant through the app that you install during registration. The app reads agent configurations through Microsoft Graph, the Microsoft Power Platform APIs, and Dataverse. Before a restore, Cloud Platform runs pre-checks to confirm that it can still access the target environment.

Discovery

Before Cloud Platform can back up an agent, it must first discover the agent in your Microsoft 365 tenant. Discovery requires permissions that Microsoft does not grant to a new app by default. You must complete three prerequisites to enable discovery and access agent configurations.

  • Complete prerequisites 1 and 2 to start discovery and list agents on the Agents page.

  • Complete prerequisite 3 in each environment that hosts agents you want to back up. Without it, Cloud Platform discovers only agent metadata. Knowledge sources, topics, external triggers, and custom GPTs are not discovered, and backups fails.

After completing prerequisite 3, run discovery again to make environment-level attributes available on the Agents page and in auto-configuration rules.

For details and instructions, see Prerequisites for Copilot Agents protection.

Prerequisites at a Glance

Cloud Platform starts a backup when you configure a Copilot Studio agent. Subsequent backups follow the schedule defined in the backup profile.

Druva skips an agent if it is blocked or quarantined in your tenant. It also skips agents that fail the license or credit checks. If you have not completed the required environment-level prerequisites, backups for the agents in that environment fail.

You can restore a Copilot Studio agent to its original environment or to a different environment. When you restore an agent to a different environment, only Restore as a Copy is available.

  • In-Place Restore overwrites the current agent with the backed-up data. The agent ID and URLs remain unchanged.

  • Restore as a Copy creates a separate agent in the same or a different environment.

📝 Note: After the restore, the agent is automatically published and made available to all users with whom it is shared.

Before the restore begins, Druva runs pre-checks for Power Platform access and Dataverse access. If a pre-check fails, you cannot proceed with the restore. Resolve the access issue, and then run the pre-checks again.

In the restore view on the Backups tab, select a snapshot. Cloud Platform packages the agent data downloads it to your computer as a ZIP archive. You can use the data as a template or as a starting point for creating a new agent.

Where to Find Copilot Agents

In the Druva Cloud Platform console, go to All Services > Data Protection > AI > Copilot Agents. The Copilot Agents left navigation has these pages:

Page

Description

Displays discovery status, prerequisites, backup summaries, and live activities

Lists all discovered agents and agents configured for backup

Lets you configure backup schedules, retention, and Data Lock settings

Lets you create rules to configure agents for backup automatically

Displays backup, restore, and download jobs

If your account does not have a Copilot Agents license, the console displays the Protect Copilot Agents page. To get started, contact Druva Support.

Next Steps

Did this answer your question?