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Data policy example - Configure a policy for the channels used to publish agents

You can use data policies to configure the channels through which agents can be published. Copilot Studio supports connectors for the following channels:

  • Teams and Microsoft 365
  • Direct Line
  • Facebook
  • Omnichannel
  • SharePoint
  • WhatsApp

Configure data policy for channels used to publish agents in Power Platform admin center

To configure a data policy for the channels used to publish agents, follow these steps:

  1. Sign in to the Power Platform admin center.

  2. On the side navigation, select Security, and then select Data and privacy. The Data protection and privacy page opens.

  3. Select Data policy. The Data policies page opens.

  4. Create a new data policy, or choose an existing data policy to edit:

    • If you want to create a new data policy, select New Policy. For detailed instructions, see Create a data policy.
    • If you want to choose an existing data policy to edit, select the data policy and select Edit Policy. For detailed instructions, see Edit a data policy.

  5. Select Next. The Add an environment page opens.

    • If you want to add an environment to your data policy, select the environment in the Available tab and select Add to policy.
    • If you want to remove an environment from your data policy, select the environment in the Added to policy tab and select Remove from policy.

  6. Select Next. The Assign connectors page opens.

  1. Use the search box to find the connectors pertaining to channels through which agents can be published. Search for any of the following:

    • Microsoft Teams + M365 Channel in Copilot Studio
    • Direct Line channels in Copilot Studio
    • Facebook channel in Copilot Studio
    • Omnichannel in Copilot Studio
    • SharePoint channel in Copilot Studio
    • WhatsApp channel in Copilot Studio

  2. Select the connector's More actions icon (⋮), and then select any of the following options:

    • Move to Business
    • Block
    • Configure connector

  3. Select Next.

  4. Review your policy, then select Create policy if you're creating a new policy or Update policy if you're editing an existing policy.

Limitations of publishing agents based on allowed channels

Makers can only publish agents to the allowed channel. If makers don't configure their agents for the allowed channel except Direct Line (on by default), or if the administrators don't allow any channel, the agents can't be published.