Egnyte Copilot - Mobile User Guide

Egnyte Mobile Application introduces Egnyte Copilot which is an AI-driven conversational interface. It allows users to efficiently use Knowledge Bases to retrieve information.

 

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Invoke a Knowledge Base

Contextual Invoking

Switch Between Knowledge Bases

Known Limitations

Related Articles

 

Invoke a Knowledge Base

1. Navigate to Copilot Hub.
   
2. An onboarding screen appears. To learn more about the Knowledge base, click Learn More.
   
3. Click on Get started. A list of Knowledge Base appears.
   

4. Click on the knowledge base to start asking questions. To assist users in formulating queries, Copilot now offers Suggested Questions:

   • Accessing Suggestions
     Upon selecting a Knowledge Base, a list of suggested questions appears below the input bar.
   • Using Suggestions
     Tap on any suggested question to automatically populate the input bar and receive an immediate response.
   • Benefits
     These suggestions are tailored to the content of the selected Knowledge Base, aiding users in exploring relevant information efficiently.
   
   Users can also type in their question in the input bar on the knowledge base. Asking brief and specific questions generates the best answers. Multipart questions, when asked separately, generate better answers.
   
   
5. Additionally, sources are provided with each of the answers for users to verify the information if they wish to. For critical decisions, users are advised to cross-verify answers from original documents. The answer can be copied and marked as helpful or not helpful.
   

6. Chat History

   Copilot now retains a history of interactions, allowing users to revisit previous conversations:

   • Viewing History
     Tap the History icon located at the top right corner of the Copilot interface.
   • Navigating Records
     Browse through past chats, each labeled with a timestamp.
   • Renaming Records
     To rename a chat, tap and hold the desired record, select Rename, enter the new title, and confirm.
   • Deleting Records
     To delete a chat, tap and hold the record, select Delete, and confirm the action.
   
    

Users can also start a new chat if they do not wish to continue their previous conversation.

Contextual Invoking

A folder with the Sparkle icon badge indicates a Knowledge base. 

User can Invoke the Knowledge Base from the 3 dots menu.

When Knowledge Bases are invoked from a folder view that is a part of any of the knowledge bases, no further selection is required. The user can directly interact with the target knowledge base in this scenario.

Switch Between Knowledge Bases

Click on the dropdown menu and select the target knowledge base

 

Known Limitations

• This product offering works only on textual data usually found in PDFs, DOCs, or PPTs. Click here to see the list of all supported files.
• Knowledge Base will not be able to provide satisfactory answers in the following scenarios:
  1. Questions where aggregation or other mathematical operations are required to be executed to find the answer, eg:
     1. What are the total sales for the year 2024?
  2. Questions where inference needs to be drawn by considering multiple information sources:
     1. What is the largest proposal?
     2. Which district has the highest population density?
     3. What was the most expensive project?
  3. Questions related to file count:
     1. How many files are present in this folder?
     2. For January, how many receipts exist?

 

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Copilot - User Guide