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Egnyte for MS Copilot in Teams

Overview

With Egnyte's integration into MS Copilot in MS Teams, users can seamlessly generate concise summaries and accurate answers from Egnyte-stored files directly within the MS Teams environment by simply writing a prompt in the Copilot tab. The prompt also displays the source files where the summaries were generated from for quick file actions such as preview and share, simplifying information retrieval and enhancing productivity.

The data stays within Egnyte's security controls and won't be retained outside of it during AI interactions. Additionally, the integration adheres to Egnyte’s permission model, such that a user’s AI will never have access to more data than that user is entitled to.

Benefits

  • Ask questions against shared content stored in Egnyte directly within Copilot tab.
  • Get Egnyte-stored file summaries in the Copilot tab with links to relevant documents and quick access to the source files via the Open in Egnyte action.
  • Maintain organizational security with Egnyte permission-based controls to the documents.
  • Displayed content and documents remain secure and protected within Egnyte.

Prerequisites

  • Active licenses for MS Teams and Copilot.
  • Enabled Egnyte for MS Teams integration.
  • Users need to be logged in to Egnyte domain in MS Teams.
  • Users must have the app, Manifest, on their system to be able to sideload the app.
  • The capability to upload custom apps for users must be enabled by the admin.
    • Go to the Teams admin center -> Setup policies -> App setup policies -> Click on the group name
    • Enable Upload custom apps

Sideloading the App

  • Login to MS Teams
  • Click on Apps -> Manage your Apps -> Upload an app
  • Click on Upload a customized app
  • Navigate to and select the Manifest app file on the system
  • Click on Add to sideload Egnyte for MS Copilot

For End User

  • Go to Copilot -> Apps icon -> Enable Egnyte for MS Copilot
  • Prompt Egnyte/ to search through documents stored in Egnyte and enter the desired query for Copilot to see the response. 

  • Hover over the reference links to view the source details and open the document directly in Egnyte .
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