Users can leverage Egnyte’s AI Assistant to connect to external connectors such as Atlassian, Gmail, Procore, and others. This helps bridge the gap between Egnyte and widely used productivity tools.
Egnyte's AI Assistant supports AI Connectors via MCP servers. Egnyte admin manages which connectors are available on the domain. Once a connector is published, users can connect to it and start using it directly from the AI Assistant. The admin can also publish additional connectors beyond the Egnyte-provided catalog. Check the Connectors panel for the full list available on the domain.
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Add and Connect a Connector
Use AI Connectors with Egnyte’s AI Assistant
Agentic Search
Managing Connectors - Enable or Disable, Disconnect, Edit Permissions
Permission Prompts and Admin-controlled Restrictions
Additional Resources
Add and Connect a Connector
End users can Add and Connect the connectors that have been published for their domains by their admin. Users can also browse connectors from the Egnyte catalog using the By Egnyte filter. Under All Connectors, the ones published by the admins appear at the top (A–Z), followed by unpublished connectors (A–Z).
Each connector requires the users to authenticate with the external service using their own credentials as the admin cannot do this on their behalf.
- Click on Egnyte’s AI Assistant -> + icon -> Connectors.
- If the users have no connectors added, they will see no connectors configured. Click on Add Connector.
If one or more connectors are already configured, they will be displayed. Click on Add connector to add more connectors. - Select the desired connector and click on Add and Connect. Users can also filter the listed connectors using filters such as By Egnyte or Published. By default, all the connectors will show up.
- Provide the required authorization and Continue.
- Authenticate the connection by allowing the required permissions and Allow.
- Authentication will be complete and the connector will be added.
Users can also add and manage their connectors using the settings icon at the top -> Connectors.
Use AI Connectors with Egnyte’s AI Assistant
Once users have connected one or more connectors, they can ask the AI Assistant questions that span the connected services. The AI Assistant automatically selects the right tools based on the question.
The availability of connectors and tools depends on what the admin has published and what users have connected.
Users can ask the AI Assistant to retrieve information, compose messages, or search content from AI connectors published by their admins.
In the example above, the AI Assistant will look through the user’s mail and provide the details of the workflow-related emails received on the date of query.
The AI Assistant will conduct iterative retrieval if the details are not immediately found. It will fire multiple search queries, analyze the information, and synthesize a comprehensive report.
Agentic Search
In addition to using external connectors, AI Connector also enhances the AI Assistant's ability to search across the Egnyte content. The agentic search understands the context of the request and can reason through the custom metadata.
For instance, users can search for AEC projects in their organization. Egnyte’s AI Assistant will search through the project metadata to provide the results.
Managing Connectors - Enable or Disable, Disconnect, Edit Permissions
- Navigate to AI Assistant and click on the + icon -> Connectors -> Manage Connectors or Click on the Settings icon -> Connectors.
- Enable or disable the connector using the toggle or click on the disconnect icon to disconnect the connector.
- Click on > of the desired connector to edit the tools and permissions.
- Use the respective toggles to enable or disable a particular tool.
For instance, If the user disables certain tools from a connector, the AI Assistant will not be able to access those capabilities.
Permission Prompts and Admin-controlled Restrictions
For some tools, the AI Assistant will ask for confirmation before taking an action (for example; sending an email, creating a page). This is a security feature configured by the admin. When prompted, review what the AI Assistant is about to do and click Deny or Allow. Tools marked as unsupervised by the admin will execute automatically without a prompt.
If a tool has been disabled by the admin, users will not be able to enable it from their side, and the AI Assistant will let them know when a requested action is unavailable because the tool is restricted. For example, the admin may have disabled email-sending tools while keeping email-search tools available. In these cases, the AI Assistant will tell users what it can do and suggest alternatives as mentioned earlier.