Egnyte incorporates innovative strategies to harness Generative AI’s full potential while safeguarding its customer’s proprietary data and aligning with specific business processes and goals.
Egnyte Copilot is an AI-powered conversational interface grounded in the company’s data.
Users can choose any of the prompts or recommended questions, use audio input or type in their question in the input bar on the domain-wide Copilot. They can regenerate responses, verify answers, provide feedback, and view the chat history.
Use Egnyte Copilot
Any Page on Egnyte Web UI
- Navigate to Files or any specific folder that is not converted to a knowledge base.
- Click on the Egnyte Copilot icon.
- Egnyte Copilot will open for the users to interact with it.
Copilot Hub
- Navigate to Collaborate -> Copilot Hub
- Egnyte Copilot will be available for the users to interact with it.
Q&A on Egnyte Copilot
Users can ask questions on Egnyte Copilot and get a response based on their queries. They can either select any of the prompts/recommended questions to ask query. Alternatively, they can use audio input/type the question to get a response.
Asking brief and specific questions generates the best answers. Multipart questions, when asked separately, generate better answers.
Users can also find specific files or folders within Egnyte Copilot. Responses to their queries may include relevant files or folders, depending on the nature of the question.
Multi-File Ask
Users can select up to 10 files and/or folders and interact with Egnyte Copilot based on their selections. The suggested questions will also be based on the user’s selection.
The users can also select the desired items and click on Copilot from the context menu to begin their interaction based on the selected items.
If a user is already interacting with Egnyte Copilot and selects specific file(s) or folder(s) during the conversation, they will receive a prompt to start a new chat. This prompt will offer an option to initiate a new chat based solely on their selection. Users can do this by choosing the displayed option or clicking the new chat icon at the top.
Once they click on New chat, they will view the suggestions based on their selection and can continue interacting with Egnyte Copilot.
Multi-File Ask on Search Results
The users can interact with Egnyte Copilot on the selected files based on their search results. This enables faster access to relevant content and enhances productivity by allowing users to extract insights, summarize, or take actions on multiple files simultaneously.
Create Share Links
Users can create share links using Egnyte Copilot and use these links to share the desired files.
- Enter the command using @<filename> for Egnyte Copilot . A suggestion prompt will appear and the user can select a file for which the share link needs to be created.
- The share link will be created and the link properties as per the user’s settings will also be listed. The user can copy the link and share with the intended audience.
Preview a File
- Enter the preview command for Egnyte Copilot by mentioning the filename using @<filename> and select the file to preview from the suggestion prompt.
- Preview link will be created. Click on the link to preview the file.
@Mentions for filenames work when the user enters at least 3 characters after @.
Secure & Govern (S&G) Insights for Admin users
Admin users have access to enhanced security insights from the Secure & Govern product through Egnyte Copilot. This functionality enables admins to ask specific questions related to content lifecycle management, such as file age, type, retention, archival, and deletion processes.
Some of the example queries are:
- Provide the list of all active retention policies in this folder.
- How many types of files exist in this folder?
Security insights are available only to the Admin and Power Users with Content Lifecycle Management (CLM) Access.
Verify Answers
- Use audio input or type in a question and generate the answer on Egnyte Copilot.
- Read the response and click on the given source(s) to verify the information presented.
- For critical decisions, users are advised to cross-verify answers from original documents.
Regenerate Answers
The user can regenerate the answer using different source(s) in Egnyte Copilot.
- Click on the regenerate icon.
- Select the desired source(s) from the list available.
- Click on Regenerate.
New Chat
- Click on the New Chat icon at the top and the ongoing chat will be cleared.
Chat History
Chat History of up to 180 days in the past is available in Egnyte Copilot. The history icon is available at the top right corner.
To view the chat history:
- Open Egnyte Copilot
- Click on the history icon. The available historical records will show up with the date or timestamp next to it.
History of the interactions based on specific file(s)/folder(s) selection appears as shown below.
- Hover over on the chat record to view the full name if not already visible.
- Click on any of the available chat records to access it in Egnyte Copilot.
- The chat history will be blank if there are no previous conversations.
Renaming a Record
- Open the chat history of Egnyte Copilot.
- Hover over a particular record to rename.
- Click on the Rename option for the record.
- Enter the new name for the record. To undo the changes made, click on the Undo icon. If the user tries to save an empty (blank) title, then the record will be auto renamed to Untitled.
Deleting a Record
- Open the chat history of Egnyte Copilot.
- Hover over a particular record to delete.
- Click on the delete icon.
- Click on Delete in the confirmation pop-up. The record will be removed from the chat history.
Feedback Options
Users can provide feedback on the responses generated in Egnyte Copilot.
- Click on the thumbs up or thumbs down icon below the response to provide feedback. After every three questions, an explicit feedback option will appear.
- Users can provide additional comments after clicking on thumbs down. Click Submit after entering the comments.
- The feedback submitted by the user will be shared with the Copilot Hub team to improve upon the feature. A notification will appear after the user submits the feedback.
Ensuring Information Safety
A Knowledge base strictly maintains user access permissions; it won’t unveil answers or information that users lack access to.
Copilot does not consider password protected files and files protected using Microsoft Purview Solution (having restricted, confidential, or other protected labels) to generate responses.
Switch between Egnyte Copilot and Knowledge Bases
The users can easily switch between Egnyte copilot and Knowledge Bases.
- Click on the dropdown at the top and switch between Egnyte Copilot and the desired Knowledge Bases.
Limitations
- This product offering works only on textual data.
- Egnyte Copilot will not be able to provide satisfactory answers in the following scenarios:
- Questions where aggregation or other mathematical operations are required to be executed to find the answer, eg:
- What are the total sales for the year 2024?
- Questions where inference needs to be drawn by considering multiple information source
- What is the largest proposal?
- Which district has the highest population density?
- What was the most expensive project
- Question related to file counts
- How many files are present in this folder?
- For January, how many receipts exist?
- Questions where aggregation or other mathematical operations are required to be executed to find the answer, eg:
File System Limitations
| File Category | File Extension | File Size Limit (MB) |
| Document | "doc", "docx", "docm", "odt", "dotm", "docb" | 20 |
| Spreadsheet | "xls", "xlsx", "xlsm", "ods", "xlt", "xlm", "xltx", "xltm", "xlsb", "xla", "xlam", "xll", "xlw" | 20 |
| Presentation | "ppt", "pptx", "pptm", "odp", "pot", "pps", "potx", "potm", "ppam", "ppsx", "ppsm", "sldx", "sldm" | 20 |
| Plain Text | "htm", "html", "txt", "rtf", "xml", "pages", "numbers", "key", "msg", “eml”, "tsv", "xhtml", "csv", "dot", "wbk", "ps", "epub", "mbox", "wpd", "wp6", "wp7" | 20 |
| GDrive | "gdoc", "gsheet", "gslides" | 20 |
| PDF (text extraction) | "pdf" | 20 |
| Image OCR | "png", "jpg", "jpeg", "tif", "tiff", "bmp", "jpx","gif","webp" | 50 |
| OCR Requeue (ocr) | "pdf" | 20 |
| Construction | "dwg" | 100 |
Additional Sources