Onboarding Checklist

1

Workspaces

Objective: Understand how information is organized and managed in EmpowerGPT.

A Workspace in EmpowerGPT is a secure and collaborative area where documents, folders, and collections are stored and managed.

Checklist:

• Navigate to 'Workspaces' from the left navigation menu.

• Create a new Workspace or go to existing one.

• Within the Workspace, create a new 'Collection' or directly upload the documents.

EmpowerGPT will utilize these documents with 'Enterprise Chat' to provide context-aware responses.

2

Chat

Objective: Interact with EmpowerGPT using natural language.

EmpowerGPT provides two main types of chat interactions to enhance collaboration and information retrieval.

1. Enterprise Knowledge - Allows users to interact exclusively with their organization’s data

2. World Knowledge - Allows users to interact with broad, internet-scale information

Checklist:

• Navigate to 'New Chat'

• There are two tabs available as: Enterprise Knowledge & World Knowledge.

• Interact within the required tab by asking questions through the chat interface

3

Invite Users

Objective: Collaborate with team members securely.

EmpowerGPT supports collaboration by allowing you to invite users to Workspaces with role-based access controls.

Checklist:

• Naviagte to 'User and Roles' by clicking on your name at the top right corner.

• In the users tab, click 'Invite'.

• Enter email address and select user role.

Details of the user roles can be found here.