Agent platform
Microsoft Copilot Studio
Requirements
4
before agents go live
Connections
1
in your workspace
Agents found
0
across those connections
Governed
0%
0 of 0 in the register
Compliance requirements
What this platform must satisfy
Environment separation
FFIECCustomer-facing copilots live in managed environments separated from personal productivity environments.
Data loss prevention
BCBS 239DLP policies must block unapproved connectors in every environment hosting a copilot.
Authoring approvals
SR 11-7Published topics require a reviewer outside the authoring team.
Transcript retention
ECOA / Reg BRetain conversation transcripts for customer interactions in line with complaints handling rules.
Integration steps
How to connect it
- 1
List your environments
Identify the Power Platform environments that host copilots.
- 2
Grant admin read access
The governance identity needs Power Platform admin read to enumerate agents.
- 3
Connect here
Create a manual connection per environment and paste the copilot list.
- 4
Record DLP posture
Attach the DLP policy name to each governed asset.
Your connections
Technical details
- Authentication
- Entra ID app
- API base
- https://<environment>.api.powerplatform.com
- Access needed
- https://api.powerplatform.com/.default
- Discovery
- Manual
Evidence collected