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.
Create a custom backup profile when some agents need a different backup schedule or retention period than the default profile provides. After you create the profile, assign it to agents.
Create a Backup Profile
Go to All Services > Copilot Agents > Backup Profiles.
Select New Backup Profile. The New Backup Profile wizard opens on the Overview step.
In Name, enter a name for the profile.
Optional: In Description, enter a description. The Environment field shows Microsoft 365. You cannot change it.
Select Next.
On the Backup Schedule & Retention step, select a value in Backup Frequency.
Set the retention values for daily, weekly, and monthly snapshots. To keep snapshots forever, set the value to 0.
Optional: Turn on Enable Data Lock. In the Confirmation dialog, select Continue.
Select Save.
❗Important: After you save a profile with Data Lock enabled, you cannot disable Data Lock. See Data Lock.
Assign the profile to agents
To apply the new profile, assign it to agents in either of these ways:
Configure agents manually: In Backup Profile, select the profile. For details, see Configuring agents for backup.
Create an auto-configuration rule: On the Backup Settings step, select the profile. For details, see Creating an auto-configuration rule for Copilot Agents.