Search Egnyte App for MS Copilot Integration

Overview

Search Egnyte app for MS Copilot integration can be used in MS Teams, Microsoft 365 Copilot Web interface, 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 MS Copilot.
  • Enabled Egnyte for MS Teams integration.
  • Users need to be logged in to the Egnyte domain in MS Teams.
  • Users need select the Search Egnyte agent on the right side panel with listed agents
  • Only for Admins who have installed the sideloaded app “Egnyte for MS Copilot”. [recommended, not required]
    • Technical Requirements to Uninstall Egnyte Integration
      • Egnyte Admin Account
      • Global Admin in Microsoft tenant
    • To Block or delete ‘Egnyte for MS Copilot’ integration go to the Microsoft Teams Admin Center. This action affects all domain users or all users in a selected group using Microsoft Teams and blocked apps can be reversed at any time.
    • Unfold the Teams apps on the sidebar and go to Manage apps.
    • Search and select Egnyte for MS Copilot app.
    • Delete the app from the details view by clicking on the Delete option.
      
    • Click on Delete to confirm.
      
      

Admin setup

Getting Started

Activation should be done in the Microsoft Teams Admin Center. Activation affects all domain users or all users in selected groups using Microsoft Teams.

Configure MS Teams in Microsoft Admin Center

• To install Egnyte MS Teams application, navigate to Microsoft Teams Admin Center. Unfold the Teams apps on the sidebar and click on Manage apps.
  
• Search for Search Egnyte app and check if the status is Unblocked.
  
  
• Click on the app name to confirm the app is available to everyone or selected groups. 
  
• Click on Edit availability to make changes in the availability.
  
• Click on Grant admin consent in the Permissions tab.
  
•  Provide consent in the pop-up. Click Accept.
  
  The changes will then be visible.
  

For End User

• Navigate to Copilot in MS Teams.
  
  
• On the right side panel click on Get agents.
  
  
• Search for Search Egnyte App and click on Add.
  
  
  The user can begin interacting with the Search Egnyte app.
  
  With the first attempt to use the Search Egnyte app, the user will be asked to provide consent for the access to Egnyte content.
  
  The user will get the responses to their queries based on Egnyte-stored files along with the direct file references.
  

It is possible that the user gets logged out due to inactivity and would be required to sign in again after searching for the Egnyte app. In such a scenario, 

• Search for the Egnyte App.
  
  
• If the user is already logged in and they wish to log-in using a different account, they can click on Sign out, search for the app again and follow the steps mentioned ahead. 
  
• Click on Sign In.
  
• Provide the credentials and sign in.