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[This article is prerelease documentation and is subject to change.]
The Copilot Studio agents report in Viva Insights can help you understand the adoption and impact of conversational agents across your tenant.
Important
This article contains Microsoft Copilot Studio preview documentation and is subject to change.
Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that you can get early access and provide feedback.
If you're building a production-ready agent, see Microsoft Copilot Studio Overview.
The report isn't available for agents using generative orchestration, including, autonomous agents or agents that extend Microsoft 365 Copilot.
For more information, see Copilot Studio agents report in the Viva Insights documentation.
Prerequisites
To use the Copilot Studio agents report, you need to fulfill requirements for Viva Insights. Also, the settings to transfer data from Microsoft Copilot Studio to Viva Insights must be enabled in the Power Platform Admin Console.
Viva Insights advanced insights settings
This report is available within Viva Insights advanced insights. Your organization must meet the licensing requirements for advanced insights and advanced insights must be turned on for your organization. Follow this checklist to enable advanced insights for your organization.
If advanced insights is already enabled in your organization, see Copilot Studio agents report in the Viva Insights documentation to learn how to set up the report.
When this setting is On, the following information is sent to Viva Insights daily:
Information about the agent:
- Name
- Mode (classic or generative)
- Image that represents the agent
- Type (internal or external)
- Category (Sales, CustomService, Marketing, HR, IT, Legal, Finance, or Other)
Agent type and category are determined by Copilot Studio based on the agent's information. Viva Insights uses agent type and category to group data and for ROI calculations.
Usage information:
- Total number of sessions, session engagement status, session outcome, CSAT score, and session duration
- Aggregated knowledge sources usage
- Topics name and usage information
Power Platform data settings
Make sure the following settings are turned on. Contact your Power Platform admin for changes to these settings.
Microsoft 365 services: The Copilot Studio agents report requires data to flow from Copilot Studio to Viva Insights using Microsoft 365 services. This data is stored outside the Azure compliance boundary and governed by Microsoft 365 terms and data residency commitments. Global and Power Platform administrators can turn off data being stored by Microsoft 365 through the Power Platform admin center. Turning off this setting stops future data storage in Microsoft 365. Existing data stored in Microsoft 365 is deleted or purged according to the data retention policy set for Microsoft 365.
Sharing Copilot Studio agent data with Viva Insights: Allow the transfer of data from Copilot Studio to Viva Insights. You can also control this setting for environment groups.
If your tenant's preferred data location for Viva Insights is different than the location of your Copilot Studio environment, turn on Cross-geo boundary sharing to allow cross-geo boundary sharing of aggregated analytics data. You can also control this setting for environment groups.