Egnyte’s AI Assistant - Overview

Egnyte’s AI Assistant (formerly known as Egnyte Copilot) is an AI-powered conversational interface designed to enhance productivity and collaboration across an organization.

The users get access to Egnyte’s AI Assistant to interact with it by asking questions and receiving a response. They can use the suggested questions or prompts, use audio input or type in their own questions. Admins can also configure AI connectors for the users to connect to the external connectors, such as Atlassian, Gmail, Procore, and others.

AI Assistant can be personalized to use past chats and memories based on user preferences, and refer to them during interactions. Admins can also use Egnyte tools, such as file and folder tools, to organize files and folders through AI conversations.

In addition, users can also verify sources, regenerate responses, provide feedback, manage chat history, and use suggested questions/prompts within Egnyte’s AI Assistant.

Users can create new or use existing prompts, and ask questions based on selected file(s). 

Users can choose from multiple AI models directly within the chat input box in Egnyte. 

Benefits & Capabilities 

• Interact with Egnyte’s AI Assistant: The users get access to Egnyte’s AI Assistant that enables seamless interaction with content across the entire domain for enhanced productivity.
• Efficient Query Resolution: Egnyte’s AI Assistant enable the user to ask questions and receive accurate, AI-generated responses in real-time, reducing the time spent searching for answers.
• Source Verification: Users can verify the sources of information provided, ensuring reliability and transparency in the responses they receive.
• Tailored Suggestions: Benefit from customized question suggestions that streamline the search process, helping users quickly find relevant information.
• Response Regeneration: Users can easily regenerate responses to refine the answers to their queries, ensuring that they get the most relevant and up-to-date information.
• Feedback Mechanism: The option enables providing feedback on responses to help improve the AI Assistant and address any queries, ensuring continuous improvement and user satisfaction.
• Advanced Spreadsheet Analysis: This feature enables users to analyze complex spreadsheets and extract insights using natural language queries, without writing a single formula or line of code. Users can tag multiple spreadsheets, and the AI Assistant processes them in parallel to extract the exact data needed from each simultaneously.
• Document Generation: Users can ask AI Assistant to create fully formatted documents from scratch. They can also convert between formats as well. For instance, users can convert a Word document into a polished PowerPoint presentation.
• Personalized AI Assistant: Get responses that become more relevant to individual needs by allowing AI Assistant to use past chats, saved memories, and user preferences as context during interactions. This helps users spend less time repeating information or providing the same context across conversations.
• Egnyte tools in AI Assistant: Admins can easily organize files and folders, update metadata, and perform other supported actions directly through AI Assistant, reducing repetitive manual work.

Prerequisites

• The customer must have the AI add-on enabled.

Use Case

 

1. Construction:
   • Utilize Egnyte’s AI Assistant to quickly identify contracts and other relevant documentation specific to a project by asking questions.
2. Financial Services:
   • Retrieve and analyze financial reports, compliance documents, and investment portfolios for informed decision-making.
3. Investment Diligence:
   • Specific financial statements, legal documents, and contracts can be obtained.
4. Project Management:
   • Project managers and teams can summarize the meetings, obtain best practices and checklists, and access project plans using the feature. 
5. Employee Services:
   • Employees can easily know about company policies and benefits by asking questions.
6. Public Sector:
   • Easily access policy documents and regulatory frameworks by querying the AI Assistant.
7. Marketing:
   • Identification of the market trends and patterns using the campaign performance reports, customer research studies, and market reports.
8. Life Sciences:
   • Get access to relevant case studies and research papers for a specific research project.

Known Limitations

1. This product offering works only on textual data
2. AI Assistant 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 source
      1. What is the largest proposal?
      2. Which district has the highest population density?
      3. What was the most expensive project
   3. Question related to file counts
      1. How many files are present in this folder?
      2. For January, how many receipts exist?
3. The following limitations are applicable on the advanced spreadsheet analysis:
   • Supported File Types : .xlsx .xlsm .xls .xlsb .csv .tsv,gsheet
   • File Size Limit: It supports files up to 64MB to ensure fast, responsive answers
   • Focuses on Data, Not Design (.xls, .xlsb): For legacy Excel files, it is laser-focused on the text and numbers. It cannot interpret visual cues like cell colors or formatting (for example, asking it to sum up the highlighted rows will not work)
   • Analysis of macro-enabled workbooks (.xlsm): AI Assistant analyzes content stored in the workbook's last-saved state, including cell values and saved formula results. It doesn't run embedded VBA macros. Values, sheets, or tables created by a macro may be blank or unavailable until the user runs the macro in Microsoft Excel, saves the populated workbook, and uploads it again.
   • Latest File Versions: It analyzes the data exactly as it appeared the last time the file was saved
   • Integration with AI Agents is still pending and will be available soon.

Supported Files in Egnyte’s AI Assistant

File Category	File Extension	File Size Limit (MB)
Document	"doc", "docx", "docm", "odt", "dotm", "docb"	64
Spreadsheet	"xls", "xlsx", "xlsm", "ods", "xlt", "xlm", "xltx", "xltm", "xlsb", "xla", "xlam", "xll", "xlw"	64
Presentation	"ppt", "pptx", "pptm", "odp", "pot", "pps", "potx", "potm", "ppam", "ppsx", "ppsm", "sldx", "sldm"	64
Plain Text	"htm", "html", "txt", "rtf", "xml", "pages", "numbers", "key", "msg", “eml”, "tsv", "xhtml", "csv", "dot", "wbk", "ps", "epub", "mbox", "wpd", "wp6", "wp7"	64
GDrive	"gdoc", "gsheet", "gslides"	64
PDF (text extraction)	"pdf"	64
Image OCR	"png", "jpg", "jpeg", "tif", "tiff", "bmp", "jpx","gif","webp"	64
OCR Requeue (ocr)	"pdf"	64
Construction	"dwg"	100

Additional Sources

Learn more about detailed functionality and features of the Egnyte’s AI Assistant