The capabilities described on this page are included in Appian's advanced and premium capability tiers. Usage limits may apply. |
Your organization contains immense amounts of information. But what good is that information if no one knows where to find it? Essential information may be buried in long or complex documents. Basic search is only as effective as the terms or phrases a person uses to look for something.
Enterprise Copilot is a site within your Appian environment that provides a generative AI chat experience where users can ask questions about curated sets of information specific to your business. Enterprise Copilot administrators create a knowledge set to collect and house information relevant to a particular audience and topic. For example, you might create a knowledge set for HR policies and benefits information for each country you do business in.
Appian's private AI models index the files within each knowledge set to learn about the contents. After they're finished, these models can provide deeper, more specific answers to your users' questions all while protecting data within the files and conversations.
Enterprise Copilot is available for sites in the us-east-1 (US East (N. Virginia)), us-west-2 (US West (Oregon)), and eu-central-1 (Europe (Frankfurt)) regions.
Ready to get started? Contact Appian Support to enable Enterprise Copilot. Or, if you want to learn more about how Enterprise Copilot can address the challenges unique to your organization, contact your account executive.
After Enterprise Copilot is enabled, system administrators are the only users who can access it. Learn more about user roles and permissions in Enterprise Copilot.
The following image highlights the elements that make up Enterprise Copilot:
# |
Element |
Available actions |
|
---|---|---|---|
1 |
Knowledge sets |
Collections of files that house information relevant to a particular audience and topic. For example, you might create a knowledge set for HR policies and benefits information for each country you do business in. |
View a knowledge set:
|
2 |
Manage knowledge sets |
Administrators can create new knowledge sets, manage files within existing knowledge sets, and delete knowledge sets. |
|
3 |
Chat history |
Review your previous conversations within the last 30 days. You can refer to any responses or citations previously provided. |
|
4 |
New chat |
Start a new chat about the selected knowledge set. Choose this option whenever you switch between available knowledge sets. |
|
5 |
Chat input |
Ask a question about the selected knowledge set. |
|
Required role: Enterprise Copilot administrator or System administrator
Note: Create up to 20 knowledge sets in Enterprise Copilot.
Create and manage knowledge sets so each one contains relevant and related information. For example, you'll want to create separate knowledge sets for human resources policies, IT troubleshooting, marketing brand guidelines, and legal requirements.
To create a knowledge set:
Tip: The model takes a few minutes to analyze any new or changed files in a knowledge set. Users might not get accurate or up-to-date results during this time.
Knowledge sets and the files within knowledge sets have a status to indicate whether the model has analyzed the content and it's available to users:
Required role: Knowledge set administrator, Enterprise Copilot administrator, or System administrator
It's important to regularly maintain the files within each knowledge set. As always, good data is the foundation of an AI model that performs well and provides useful outputs. If your knowledge sets contain inaccurate or outdated information, then the model will use that information to provide answers and potentially mislead your users.
To maintain files in a knowledge set:
Users interact with Enterprise Copilot in the same way they're used to interacting with any other AI-powered assistant. When a user opens Enterprise Copilot, they can choose which knowledge set to chat with. Then, they type in a question. Enterprise Copilot returns information based on the files contained in that knowledge set. Responses also include citations, in case the user wants to access the file that the answer was based on. With citations, your users can have confidence in the answers they see.
A user starts a new chat with each knowledge set they interact with. For example, if they need to ask a question regarding HR policies, they click NEW CHAT and select the HR knowledge set. If the same user has a question about the referral program at their company, they will click NEW CHAT and select the recruiting knowledge set.
You can configure user roles when you create or edit a knowledge set. The role you assign to a user or group grants them permission to complete these actions:
Actions | System administrators | Enterprise Copilot administrator | Knowledge set administrator | Knowledge set viewer | All other users |
---|---|---|---|---|---|
Access Enterprise Copilot in Navigation Menu | Yes | Yes | Yes | Yes | No |
Access chat interface | Yes | Yes | Yes | Yes | No |
Manage files within a knowledge set | Yes | Yes | Yes | No | No |
Manage knowledge sets | Yes | Yes | Yes | No | No |
Add knowledge sets | Yes | Yes | No | No | No |
Manage knowledge set administrators | Yes | Yes | No | No | No |
Note: Enterprise Copilot Administrators are a system group. Add users to this group to grant them to above permissions.
Knowledge set administrators and viewers are assigned per knowledge set, so their actions pertain only to those knowledge sets where they've been granted permission.
Enterprise Copilot