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Create a Retention Policy for Custom Copilot Bot

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Posted on by Cheese2023

I need help with creating a retention policy for my chat with the custom copilot bot I created. I took a look at Purview, but I wasn't able to add the bot to that policy because it wasn't a user. Any ideas??

The only way I found to clear the chat was to delete it and create a new one. Anyone know what I can do?

I want to be able to delete the chat history within the bot after every new conversation. I don't want it to show the previous history chat since it makes it unless to have a chat if the chat stays.

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Expiscornovus 33,830 Most Valuable Professional on at

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Afaik Copilot Studio is not supported as a target for Purview retention policies at the moment. What do you want to retain of your copilot?

Below is a reference to the Purview docs:

Retention policies are the cornerstone for data lifecycle management. Use these policies for Microsoft 365 workloads that include Exchange, SharePoint, OneDrive, Teams, and Viva Engage:

https://learn.microsoft.com/en-us/purview/data-lifecycle-management#microsoft-365-features

However, you can configure data loss prevention policies for your copilot, how that is not what you are looking for, correct?

https://learn.microsoft.com/en-us/microsoft-copilot-studio/admin-data-loss-prevention

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adilei Microsoft Employee on at

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Can you elaborate on what is it you're hoping to achieve? Is this about archiving/deleting chat transcripts?

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Cheese2023 on at

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I am trying to have the conversation with the bot to delete after every conversation, so that when I come to message the bot again a brand new chat. I don't want any previous chat logs/history.

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