# Features ### **Adaptive Intelligence** EmpowerGPT grows with you. Its capabilities evolve as your knowledge and expertise expand, ensuring that the guidance, content, and insights you receive remain relevant, accurate, and personalized. ### **Granular Permissions & Configurable Roles** Manage access with precision. EmpowerGPT allows administrators to assign roles and permissions at a detailed level, ensuring each user sees exactly what they need—no more, no less. This structure enhances security without limiting productivity. ### **Robust Data Management & Security** Built on a secure and scalable framework, EmpowerGPT protects your data while supporting seamless teamwork. Collaborative features, secure storage, and controlled data flows work together to maintain integrity and compliance across all operations.

	Cover image
Chat	image (4).png	Chat
Assistants	Property 1=Assistants.png	Assistants
Advance Search	Property 1=Advance search.png	Advance Search
Apps	Property 1=Apps.png	Apps
Workspace	Property 1=Workspace.png	Workspaces
Connectors	Property 1=Connectors.png	Connectors

### AI Models EmpowerGPT leverages advanced AI models, including **Gemini 3 Pro** & **GPT-5**, to process and generate responses based on document content. Users can select their preferred AI model within the chat interface to tailor the response generation to their specific needs. {% hint style="info" %} The accuracy and correctness of the answers may vary depending on the selected model. {% endhint %} Following LLM(s) are available in EmpowerGPT: 1. OpenAI (GPT-5, 5.1, GPT-4o, GPT-4.1, o1, o4 mini) 2. Gemini-Flash 2.0, Gemini-Flash 2.5 Gemini 3 pro 3. Deepseek-V3 4. Llama 3.1 405B, Llama 3.2 90B 5. Command R+ 6. Mistral-Large # Getting Started EmpowerGPT allows users to easily create an account through **self sign-up**. Follow the steps below to register and start using EmpowerGPT. {% stepper %} {% step %} ### Creating a new account

1. On the Log In page, click the **Sign Up** button 2. Enter the Work Email. 3. Click 'Continue' to proceed. {% hint style="info" %} First User will be assigned the role of 'Organization Owner'. {% endhint %} {% endstep %} {% step %} ### Email Verification 1. A verification email will be sent to your registered email address. 2. Open the email and click on the **Proceed** button. 3. You will be redirected to the Login Page. Use your credentials to log in.

{% hint style="warning" %} If you have not received the verification email, please verify that your email address was entered correctly and try again. {% endhint %} {% endstep %} {% step %} ### Set Up Account Password Once you click the email activation link, you will be redirected to a page where you can set your password.

{% endstep %} {% step %} ### Free Trial Activation Once the setup is complete, you will automatically receive a **7-day free trial** of EmpowerGPT. 1. During the trial, you will have access to all the features. 2. You can upgrade to a paid plan at any time. {% endstep %} {% endstepper %} *** # Onboarding Checklist {% stepper %} {% step %} #### 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. {% endstep %} {% step %} #### 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](/chat/chat-types/enterprise-knowledge) - Allows users to interact exclusively with their organization’s data 2. [World Knowledge](/chat/chat-types/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 {% endstep %} {% step %} #### 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. {% hint style="info" %} Details of the user roles can be found [here](/users/users-roles-and-permissions). {% endhint %} {% endstep %} {% endstepper %} # Upgrading Plan After your **7-day free trial** ends, you can continue using EmpowerGPT by upgrading to the **Essentials Plan**. Or, you can also upgrade any time by following the steps below. ### Available Plans

Features	Trial	Essential	Enterprise
Duration	7 days	Subscription	Subscription
Team Size	Up to 5	Up to 249	Custom
Chat Limits	€5 Free Credits	Medium Usage Credits	Custom Credit Limits
Features	Core Features Mini Experts (Limited)	Advance Collaboration Integration	Full Enterprise Integrations
Support	Basic	Online Support	Dedicated Account Manage
Security	Basic	Standard	Advance (SSO & Domain Verification)
Pricing	Free	€25/month	Contact Sales

*** ### Upgrading to Essentials {% stepper %} {% step %} #### Access the Billing Page 1. Click on **Upgrade to Essentials** in the left navigation menu. 2. You can also access the **Billing page** by clicking on: Settings → Billing Tab

{% endstep %} {% step %} #### Get Started with Essentials 1. On the billing page, click **Upgrade Pan** or **View Plan.** 2. Click on **Get Started with Essential** {% endstep %} {% step %} #### Subscription Type & Seats 1. Choose the subscription type as: 1. Monthly Plan 2. Yearly Plan (includes a 10% discount) 2. Select **Number of Seats** (1 seat = 1 user) {% endstep %} {% step %} #### Review Order & Add Payment Method 1. Check the plan, number of seats, and total price before continuing. 2. Click Add Payment Method and enter your card details securely. {% hint style="info" %} Your payment details are securely processed through **Stripe**, a trusted global payment provider. {% endhint %} {% endstep %} {% step %} #### Complete Payment 1. Click Proceed with Payment. 2. A confirmation pop-up will appear. 3. Review the details and click Confirm. Once confirmed, your payment will be processed, and your **Essentials Plan** will be activated immediately. {% endstep %} {% endstepper %} *** ### Upgrading to Enterprise {% stepper %} {% step %} ### Contact Sales On the Billing Page, select **Contact Sales**. Sales team can also contacted by clicking **Help & Support** from the Navigation menu. {% endstep %} {% step %} ### Fill & Submit the form Fill in your details and submit the form. {% endstep %} {% step %} ### Contact by Sales team A member of our sales team will contact you to discuss your requirements and provide a customized plan. {% endstep %} {% endstepper %} # Managing Billing & Seats Organization Owners can manage the organization’s subscription plan, billing, and user seats through the **Billing Page**. The billing page can be accessed via: **Settings → Billing Tab** The page is divided into two main sections: **Billing Management** and **Seat Management**.

*** ## Billing Managment In the Billing Management section, Organization Admins can view and manage subscription details. The section includes the following features: 1. **Current Plan and Subscription Dates**: Admins can see the active plan along with the subscription renewal and end date. 2. **View Plan**: Clicking the View Plan button navigates to a detailed plan page, which displays: 1. **Total Cost**: Shows the yearly or monthly cost based on the selected plan. 2. **Cancel Subscription**: Admins can cancel the subscription at any time. The account will remain active for the period already paid. During this time, the admin can return to the billing page and renew the subscription. 3. **Card Information and Billing Details**: Admins can view and update the payment method and billing information. 4. **Invoices**: All invoices are listed. Admins can click any invoice to download receipts for record-keeping.

*** ## Seat Management The Seat Management section allows admins to manage **User Seats** (User Licenses). Key points include: 1. **Occupied Seats:** Occupied Seats represent the total number of **Active Users** using the EmpowerGPT account. 2. **Available Seats:** Available Seats represent the number of seats or licenses free against which new users can be invited. Available Seats = Totals Number of Seats (Licenses) - Occupied Seats (Licenses) {% hint style="info" %} New users cannot be invited if **no available seats exist**; additional seats must be purchased first. {% endhint %} {% hint style="info" %} Seats cannot be decreased or deleted if currently assigned to users. To remove a seat, the assigned user must first be deleted or made inactive. {% endhint %} ### How to buy a New Seat? 1. Click on the **Update Seats** button. 2. Increase the number of seats according to the number of users you want to invite. 3. The system will display the **extra cost**, prorated based on the remaining days until the next subscription cycle. 4. Click **Update Subscription** to complete the purchase. 5. The new seats will become available, and additional users can now be invited.

### How to delete an Exisiting Seat? 1. Identify the user assigned to the seat you want to remove or make inactive. 2. Delete the user from the organization or change the status to **Inactive.** 3. Once the user is removed/made inactive, the corresponding seat becomes available to delete. 4. Click on the **Update Seats** button on the billing page. 5. Decrease the number of seats and update subscription. # Chat Types ## Chat Types EmpowerGPT provides two main types of chat interactions to enhance collaboration and information retrieval. 1. [Enterprise Knowledge](/chat/chat-types/enterprise-knowledge) 2. [World Knowledge](/chat/chat-types/world-knowledge)

# Enterprise Knowledge The **Enterprise Knowledge** chat feature allows users to interact exclusively with their organization’s data within EmpowerGPT. Instead of relying on general AI knowledge, this chat responds strictly using the enterprise content that is uploaded, stored, or linked within the platform. EmpowerGPT is designed so that **no model retraining** is required when new information is added. The system automatically incorporates updated documents, databases, and knowledge sources into responses. All answers generated through Enterprise Knowledge chat include **grounded references**, ensuring transparency, traceability, and confidence in every output.

*** ### **Key Capabilities** #### **Enterprise-Only Responses** All queries sent through this chat are answered **solely from enterprise data**.\ If the system cannot find relevant information within the connected datasets, it will not generate assumptions or unsupported answers. #### **Automatic Knowledge Integration** When new data is uploaded or linked, EmpowerGPT immediately makes it available to the Enterprise Knowledge system—no fine-tuning, retraining, or configuration required. #### **Grounded References in Every Answer** Each response includes **citations or reference links** back to the original enterprise source.\ This ensures: * Full traceability * Auditable reasoning * Confidence in accuracy * Compliance with organizational requirements *** ### Chat Interface Features #### Canvas The **Canvas** tool provides an interactive workspace within the Enterprise Knowledge chat. It allows users to create, refine, and organize content while leveraging enterprise data. Canvas is designed for tasks that require iterative development. With Canvas, users can: * Generate drafts, summaries, analyses, and structured documents * Edit content directly in the workspace * Collaborate with EmpowerGPT in a persistent, document-style environment #### Upload Files or Select files from Workspace The **Upload Files** feature allows users to add new documents directly into the Enterprise Knowledge system. By uploading a file, you enable empowerGPT to reference that content when generating answers. This ensures responses remain focused, accurate, and grounded in your organization’s latest information. The **Select Files from Workspace** option lets users choose from existing documents already stored in their workspace. Selecting a file signals to empowerGPT that the chosen document should be used as a primary source for generating a focused and context-aware response.\ This feature is especially useful when you want the system to rely on specific documents rather than the entire enterprise dataset. # World Knowledge The **World Knowledge** chat feature allows users to interact with empowerGPT using broad, internet-scale information. Unlike the Enterprise Knowledge chat—which responds only from your organization’s data—the World Knowledge component draws from globally available information that the underlying AI model has been trained on. This component is trained on **internet-wide data**, offering general knowledge, explanations, definitions, and insights across a vast range of topics.

*** ### **World Knowledge Chat — Tools** The World Knowledge chat provides several tools to extend the model’s capabilities with internet-scale information and multimodal outputs. Below are the available tools and how to use them. #### **Web Search** Use Web Search when you need up-to-date facts, breaking news, or sources that the base model may not include. * Runs a live query of external web sources and returns summarized findings and source citations. * Best for checking recent events, validating dates/facts, or pulling in references from public websites. * When Web Search is enabled, the chat will explicitly cite the sources used for each answer so you can verify and follow up. #### **Search+** Search+ is a high-capability reasoning tool that combines global knowledge with your enterprise data to produce deep, context-aware answers. It goes beyond simple retrieval by performing multi-step reasoning across all available sources: * Breaks down complex queries into a plan of steps. * Pulls from enterprise documents, chat history, integrations, and external web results. * Synthesizes the most relevant information into a single, structured response with grounded references. * Ideal for research, comparisons, summaries, and strategic decision-making where depth and accuracy matter. #### **Canvas** Canvas in World Knowledge chat is an interactive workspace for turning insights into structured content. Use it when you want to create, edit, or iterate on documents, visual layouts, or multi-part outputs that draw on both world and enterprise knowledge.\ Features: * Draft summaries, reports, or multi-section documents using combined world + enterprise context. * Edit and refine content directly inside the workspace with iterative AI assistance. #### **Image Generation** Generates images from text prompts to support presentations, documentation, or ideation. Useful for visualizing concepts uncovered during research or for creating illustrative assets. * Accepts natural language prompts describing the desired image, style, composition, and size. * All generated images follow platform safety and copyright policies; do not request images that violate content rules. #### Compare Models The Compare Models tool inside the World Knowledge tab allows users to compare two AI models side-by-side to evaluate their responses, performance, reasoning style, and output quality. # Basic Chat Features EmpowerGPT provides a set of intuitive chat controls that allow you to select AI models, refine prompts, and interact with responses efficiently. These features help users iterate quickly, compare outputs, and extract maximum value from AI-powered conversations.

### **Prompt Functionalities** When you hover over a prompt you’ve submitted, available actions appear. #### **Edit Prompt** If you are not satisfied with a response, you can edit your original prompt by clicking the **Edit (pen) icon**. After making changes, click **Save** to resend the updated prompt. Iterating on prompts is a normal and effective way to work with AI models. Adding more context, clarifying intent, or refining instructions often leads to significantly improved responses. *** ### **Response Functionalities** Hovering over an AI-generated response reveals several interaction options. #### **Narrate Response** Click the **Play icon** to listen to the response. This feature is useful for hands-free consumption or reviewing longer outputs. #### **Copy Response** Click the **Copy icon** to copy the response to your clipboard. You can then paste the content into documents, emails, presentations, or other tools. #### **Regenerate Response** If a response does not meet your expectations, click the **Regenerate (circular arrow) icon** to generate a new response. AI models are **non-deterministic**, meaning the same prompt can produce different results each time. You may also select a **different AI model** before regenerating to further influence the quality and style of the response. *** ### **Chat Feedback** EmpowerGPT includes a built-in **feedback mechanism** that allows users to rate AI responses and provide additional context when a response does not meet expectations. This feedback helps continuously improve response quality, relevance, and user experience. #### **Providing Feedback on Responses** For every AI-generated response, users can provide feedback using the **Like** or **Dislike** options. #### **Like Response** Select the **Like** option when a response is: * Helpful and accurate * Clear and well-structured * Relevant to the query Liking a response helps indicate what works well and reinforces positive response patterns. #### **Dislike Response** Select the **Dislike (thumbs down)** option when a response is: * Response cites wrong document. * Response out of scope of documents. * Response is harmful/unsafe. * Response is not helpful. When a response is disliked, EmpowerGPT prompts the user to provide **additional comments**. #### **Providing Additional Comments** If you choose **Dislike**, you can optionally add comments explaining: * What was missing or incorrect * How the response could be improved * Whether the issue was related to accuracy, depth, tone, or relevance These comments provide valuable context and help refine future responses and system behavior. # Canvas Canvas is an interactive workspace within EmpowerGPT that allows you to create, edit, and refine content side-by-side with your chat. It is designed for tasks that benefit from iteration, structure, and version control—such as writing documents, drafting emails, or developing code. With Canvas, you can seamlessly move from idea to polished output without leaving the EmpowerGPT interface. {% hint style="info" %} Canvas is available for both Enterprise and World Knowledge Chat types under tools {% endhint %} *** ### What You Can Do with Canvas Using Canvas, you can: * Draft and refine documents, emails, reports, and notes * Edit AI-generated content directly in a dedicated editor * Rewrite or reformat selected sections without affecting the rest of the document * Track and restore previous versions of your work * Develop, debug, and improve code in a focused editing environment *** ### Accessing Canvas 1. Start a conversation Enterprise Knowledge or World Knowledge in EmpowerGPT. 2. Select **Canvas** from the available tools before sending your prompt. 3. Submit your request as usual. Once the AI generates a response, Canvas automatically opens on the **right side of the screen**, displaying the generated content in an editable format. *** ### Using Canvas

#### In-Line Editing Canvas supports direct, in-place editing: * Type directly in the editor to make manual changes * Select specific text to request rewriting, reformatting, or improvement This makes Canvas ideal for polishing language, restructuring paragraphs, or adjusting tone and clarity. *** #### Version History Canvas includes built-in versioning to support iterative work. * A **version selector** is available in the top-right corner of the Canvas * Each AI-assisted update creates a new version * You can navigate between previous versions at any time * Restore an earlier version if you prefer it over the latest changes This ensures you never lose progress and can confidently experiment with different edits. *** #### Copying Content When your content is ready: * Use the **Copy** button in the top-right corner of the Canvas * This copies the entire document to your clipboard * Paste it into emails, documents, code editors, or other applications *** #### Using Canvas for Coding Canvas is equally powerful for development tasks.

You can use it to: * Write code from scratch * Fix bugs or refactor existing code * Review and improve code readability and structure The side-by-side layout allows you to discuss changes in chat while applying them directly in the Canvas editor. # Web Search The **Web Search** tool in **EmpowerGPT** allows you to access up-to-date, real-world information directly from the internet. It overcomes a key limitation of AI models—their fixed knowledge cutoff—by retrieving relevant web data and using it to generate informed, current responses. Web Search is ideal when accuracy, recency, and verifiable sources matter. {% hint style="info" %} Web Search is available for World Knowledge Chat Type under tools {% endhint %}

*** ### Why Web Search Is Needed? AI models are trained on large datasets during a **training phase**, after which their knowledge becomes fixed. Once deployed, they cannot learn or update themselves with new information. This means: * Models may not know about recent events, updates, or changes * Information can become outdated immediately after model release The Web Search tool bridges this gap by combining live internet data with AI reasoning. *** ### How Web Search Works? Web Search operates in two key steps: #### 1. Search * A relevant search query is generated based on your prompt * The system searches the internet for reliable and relevant results #### 2. Contextual Answering * The retrieved web results are sent to the AI * The AI uses this information, along with your prompt, to generate a well-informed response This process ensures answers are both **current** and **context-aware**. *** ### What You Can Do with Web Search? Web Search is perfect for: * Gathering the latest information on any topic * Tracking recent developments, news, or updates * Accessing real-time or frequently changing data * Searching specific websites by including a URL in your prompt Examples include market trends, policy updates, product changes, academic publications, or company announcements. *** ### Selecting Web Search To enable Web Search: 1. Open a conversation in **EmpowerGPT** 2. Navigate to the **World Knowledge** chat 3. Select **Web Search** from the list of available tools 4. Enter your prompt and submit Once selected, Web Search will be used automatically for that request. *** ### Using Web Search When Web Search is triggered: * Relevant web sources are searched automatically * The AI generates a response informed by those sources * You do not need to manually browse or copy links Simply ask your question naturally, and EmpowerGPT handles the search and synthesis for you. *** ### References and Source Transparency For transparency and verification: * Web references are provided at the **end of the response** * Each reference allows you to inspect the original source * This helps you validate information and explore further if needed # Search+ Search+ is a high-capability reasoning tool that combines global knowledge with your enterprise data to produce deep, context-aware answers. It goes beyond simple retrieval by performing multi-step reasoning across all available sources: * Breaks down complex queries into a plan of steps. * Pulls from enterprise documents, chat history, integrations, and external web results. * Synthesizes the most relevant information into a single, structured response with grounded references. * Ideal for research, comparisons, summaries, and strategic decision-making where depth and accuracy matter. {% hint style="info" %} Search+ is available for World Knowledge Chat Type under tools {% endhint %}

# Image Generation The Image Generation tool in EmpowerGPT allows you to create images directly from text prompts. It helps transform ideas, concepts, and descriptions into visual assets that can be used for presentations, documentation, research, or creative ideation. This tool is especially useful when visuals can enhance understanding, communication, or inspiration. {% hint style="info" %} Image Generation is available for World Knowledge Chat Type under tools {% endhint %} *** ### What You Can Do with Image Generation? Using Image Generation, you can: * Visualize abstract ideas or concepts discovered during research * Create illustrations for reports, slides, and documentation * Generate creative assets for brainstorming and ideation * Explore different visual styles, compositions, and formats Images are generated based entirely on your written description.

# Image Analysis The Image Analysis in EmpowerGPT allows you to upload images and receive detailed, AI-powered insights based on their visual content. It helps you understand, interpret, and extract meaningful information from images using natural language interaction. Image Analysis is designed to support tasks such as visual inspection, explanation, verification, and knowledge extraction. {% hint style="info" %} 1. Image Analysis is available for both Enterprise and World Knowledge Chart Type automatically. 2. Only some AI models are capable of Image Analysis {% endhint %} *** ### What You Can Do with Image Analysis

Using Image Analysis, you can: * Describe and interpret the contents of an image * Identify objects, text, diagrams, or patterns * Ask questions about charts, screenshots, or photographs * Analyze images for documentation, research, or learning purposes * Gain contextual explanations of visual elements # Compare Models The **Compare Models** tool inside the **World Knowledge** tab allows users to compare two AI models side-by-side to evaluate their responses, performance, reasoning style, and output quality.

{% hint style="info" %} Once you select the best response, rest of the chat will be continued with the best response model. For any specific response later, you can regenrate the response with any other model as well. {% endhint %} ### What You Can Do with Compare Models With the Compare Models feature, user can compare two AI models for their: 1. Knowledge Depth 2. Logical Reasoning 3. Creativity 4. Code Quality 5. Business Communication # Assistants Overview **Assistants** in EmpowerGPT allows users to design, configure, and deploy customized AI assistants tailored to specific tasks, workflows, and business needs. Each assistant can be fine-tuned with instructions, capabilities, and model selection to ensure it performs optimally for its intended use case. Users can also **share assistants with colleagues**, enabling team-wide collaboration and consistent task execution. On the **Assistants** page, all assistants accessible to the user are displayed in a card layout. Each card includes: * Assistant Name * Description * Creator’s Name Depending on the user’s role and permissions, additional actions (such as edit, duplicate, or delete) appear when hovering over an assistant card.

# Creating Assistants {% stepper %} {% step %} ### **Configuring the Assistant** The configuration panel, located on the left side of the interface, allows users to define the core attributes and behavior of the assistant. The following settings are available:

#### **Name** The display name of the assistant.\ Choose a clear and descriptive title so that shared users can easily understand its purpose. #### **Description** A short summary of what the assistant does.\ A well-written description helps colleagues quickly identify when and how to use the assistant. #### **Instructions** This field defines the assistant’s personality, goals, and operational behavior.\ You may include: * Purpose and intended use * Tone, voice, and communication style * Formatting rules for responses * Step-by-step reasoning instructions * Any functional requirements for outputs These instructions shape how the AI will behave in all interactions. #### **Conversation Starters** Users can add sample prompts that appear when the assistant is opened.\ These help new users understand the assistant’s capabilities and provide a quick way to begin interacting with it. #### **AI Models** Users may select the AI model used to generate responses.\ Response quality, reasoning ability, and cost may vary depending on the model chosen. #### **Capabilities** Users can enable the assistant’s data and reasoning options by toggling capabilities: 1. **World Knowledge** * Uses the model’s built-in, internet-scale parametric knowledge. * Ideal for general information and broad tasks. 2. **Enterprise Knowledge (Add Files)** * Assistant responds strictly based on the content of attached files. * Users can upload and associate **up to 50 files** with the assistant. * Ensures grounded, traceable, and organization-specific outputs. 3. **World Knowledge with Web Search** * Allows the assistant to retrieve relevant, real-time information from the web. * Useful for tasks requiring up-to-date facts or external references. 4. **Integrated Actions (Apps & Services)** Assistants can be extended with powerful operational abilities by enabling integrations. When activated, the assistant can read, write, and take actions within connected applications—turning it into an execution tool, not just a conversational one. Available integrations include:

* **Outlook Email** – Read inbox, draft emails, send emails, organize messages. * **Outlook Calendar** – Check availability, schedule meetings, modify events. * **Gmail** – Read and send emails, manage threads, handle labels. * **Google Calendar** – Create events, update schedules, check availability. * **Slack** – Send messages, fetch conversations, post updates to channels. * **HubSpot** – Access CRM records, update contacts or deals, log activities. * **Google Sheets** – Read and update spreadsheets, append rows, modify data. * **Microsoft Dynamics 365 CRM** – Retrieve and update CRM entries, manage leads, access account data. These integrations allow your assistant to perform real-world workflows—such as booking meetings, sending emails, updating CRMs, or managing project trackers—directly through the chat interface. Users may select the capabilities that best match the assistant’s intended use case. {% endstep %} {% step %} ### **Testing the Created Assistant** The preview window on the right allows users to **interact directly with the assistant** they are building.\ Through live testing, users can: * Verify behavior * Check response quality * Confirm adherence to instructions * Evaluate grounding and accuracy (where applicable) Testing ensures that the assistant performs as expected before it is used or shared. {% endstep %} {% step %} ### **Refining the Assistant Configuration** Based on the test interactions, users may return to the configuration panel to adjust: * Instructions * Capabilities * Attached files * Model selection * Conversation starters * Description or naming Users can repeat this cycle—adjust, test, refine—until the assistant fully meets the target requirements. {% endstep %} {% endstepper %} # Assistant Examples ### Email Assistant |

Purpose

| Help users manage email communication efficiently by drafting, summarizing, organizing, and sending emails. | | ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | |

Integrations

| Outlook Email or Gmail | |

Configuration

Name: Email Assistant

Description: Helps read, write, and manage emails

Instructions:

Ask for confirmation before sending emails
Keep messages concise and action-oriented
Clearly highlight required actions or deadlines

Capabilities: Outlook Email or Gmail

| |

Example User Prompts

"Draft a follow-up email after today’s meeting."
"Summarize this email thread and list action items."
"Send a reminder email to the project team."

| ### Slack Assistant |

Purpose

| Support real-time team communication by sending messages, summarizing conversations, and posting updates to Slack channels. | | ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | |

Integrations

| Slack | |

Configuration

Name: Slack Assistant

Description: Assists with Slack communication and updates

Instructions:

Use concise, clear messages suitable for chat
Tag users or channels only when explicitly requested
Summarize discussions objectively without adding opinions

Capabilities: Slack

| |

Example User Prompts

"Post a project status update in the #engineering channel."
"Summarize the discussion from the #product channel today."
"Send a reminder to the team about tomorrow’s deadline."

| # Advance Search Overview EmpowerGPT provides an **Advance Search** feature designed to help you quickly discover the information you need across all your files and connected platforms. Built for precision and efficiency, Advance Search goes beyond basic keyword lookups by offering deeper indexing, multi-source retrieval, and powerful filtering options. This ensures you can locate the right information—no matter where it resides.

*** ### **Key Capabilities** **Search Across Multiple Sources** Advance Search allows you to perform a unified search that spans: * Files you have uploaded directly to EmpowerGPT * Documents connected through integrated platforms such as **SharePoint, OneDrive,** and others This eliminates the need to manually navigate each source or repeat the same query across different platforms. *** **File Name & Content Search** Advance Search does more than just scan file names. It deeply indexes and searches the **contents** of your documents, enabling you to find: * Specific keywords * Sentences or phrases * Embedded data points * Information hidden inside lengthy or complex files This is especially useful for large document repositories where information may be spread across multiple formats. *** **Source-Based Filters** To refine your search results, you can filter by where the documents reside. For example, you can limit results to: * Uploaded files * SharePoint documents * OneDrive files This allows you to focus on the most relevant sources based on your workflow. *** **Type-Based Filters** Advance Search also supports filtering by the **type** of item. You may choose to display: * **Workspaces** * **Collections** * **Folders** * **Documents** Within the **Documents** category, you can narrow results further by file format, such as: * **PDF** * **Excel** * **Word** * **PowerPoint** * **Audio/Video files** These filters help you quickly pinpoint the exact type of content you need. # Advance Search Examples ### Financial Summary Lets assume that you are preparing a report and need to reference the most recent *financial summary*. Instead of browsing through multiple folders manually, you can: 1. Enter **“financial summary”** in Advance Search. 2. Select filters to show **Excel files only**. 3. Instantly locate the relevant document—whether it was uploaded directly or stored in connected **Cloud Drive** (SharePoint, OneDrive etc.)

# Apps Overview EmpowerGPT is designed to enhance productivity through its innovative 'Apps', which automate a variety of tasks to streamline the workflows. 1. [**Doc Analyst**](/apps/doc-analyst) stands out by offering a robust solution for managing and analyzing enterprise documents. 2. [**Smart Meet**](/apps/smart-meet) allows users to upload or record audio and video files, and the system automatically converts speech into clean, structured text with built-in speaker diarization to clearly distinguish who said what. 3. [**Data Analyst**](/apps/data-analyst) transforms your Excel data into actionable insights through natural language interaction. Instead of manually filtering, pivoting, or writing formulas, you can simply upload your Excel file and ask questions — just like you would ask a professional data analyst in your company. 4. **Document Classifier** *(coming soon)* automatically categorizes, and labels documents based on content, efficiently handling large volumes. It identifies key themes, classifies documents into user-defined categories, and streamlines document management, enhancing retrieval and decision-making. Apps can be accessed from the Navigation as shown below:

# Doc Analyst ### Overview EmpowerGPT’s **Doc Analyst** is a specialized GenAI-powered app designed to analyze the enterprise documents through user-defined, purpose-built questionnaires. Whether working with reports, contracts, policies, financial records, or any other corporate documents, Doc Analyst streamlines the extraction of meaningful insights—making it a core tool for modern organizations.

### **Key Capabilities** #### **Precise Answer Extraction** Doc Analyst generates highly accurate, reference-backed answers to custom questions by interpreting the content of selected documents. #### **Purpose-Specific Questionnaires** Users can design tailored questionnaires aligned with specific business workflows—such as compliance checks, contract reviews, audit preparation, policy validation, or document summarization. #### **Effortless Knowledge Dataset Integration** Datasets can be created by importing files or folders directly from the EmpowerGPT app, enabling seamless access to enterprise documents during analysis. #### **Comprehensive Analysis Capabilities** The tool supports detailed, question-by-question analysis, allowing users to review, regenerate, and refine results. Each response includes document references with page-level citations. #### **On-the-Go Modification & Regeneration** After reviewing results, users can edit questions and automatically regenerate updated responses—without rerunning the entire analysis. #### **Active Collaboration with Team Members** Teams can work together by reviewing shared analyses, editing questionnaires, and collectively refining insights to ensure completeness and accuracy. # Using Doc Analysis {% stepper %} {% step %} ### Initiating a New Analysis To start a new analysis: 1. Click on **'Start Analysis'** 2. Enter a unique Analysis Title 3. The recommended and optimal model for document analysis is preselected. 4. Enter the questions you need to extract from each upload document. 5. Choose a Dataset * Select an existing dataset or import a new one from the EmpowerGPT app 6. Once all required fields are complete, the Run Analysis button becomes active 7. Click Run Analysis to begin

{% endstep %} {% step %} ### Analysis Execution * Responses are generated **sequentially**, one question at a time * Users can click on any generated response to open the **Detailed Response View** * The detailed response includes: * Full answer text * Document references * Page numbers * Clickable links to open the source document * Users may navigate to **Next** or **Previous** questions * The detailed view closes when clicking outside the window {% endstep %} {% step %} ### Editing Questions After Completion When the analysis is completed: * Users can edit individual questions directly * After editing a question, click the ✔️ button to save * A new response is automatically regenerated for the edited question * Edited questions display an **"Edited"** tag #### **Updating a Questionnaire** If an analysis uses a questionnaire, the system handles updates depending on whether the questionnaire is used elsewhere: * If NOT used in any other analysis → An Update button appears * Clicking Update saves the edited questions to the original questionnaire * If used in other analyses → Updating is restricted * A Save As New Copy option appears * The new questionnaire is automatically linked to the current analysis {% endstep %} {% endstepper %} *** ### Analysis Status

Status	Description
In Progress	Responses are currently being generated. Editing is disabled. Users may view details and references.
Completed	All responses are generated. Users may edit questions and regenerate answers.
Regenerating	Occurs when a question or full analysis is being regenerated. Editing remains disabled.
Cancelled	Analysis was manually cancelled before completion. No remaining questions are answered.
Partially Completed	Some answers were generated; others failed due to communication issues. Users may regenerate only the unanswered ones.
Failed	No answers were generated due to system or source issues.

# Smart Meet **Smart Meet** in EmpowerGPT transforms your meetings into organized, searchable, and actionable knowledge. Whether you upload past recordings or capture conversations in real time, Smart Meet provides precise transcriptions, speaker identification, and extracted action items—all within one interface.

### Accessing Smart Meet 1. From the **left navigation menu,** click **Apps**. 2. Select **Smart Meet** from the available applications. Smart Meet will open with options to record a meeting live, upload files, or use existing workspace recordings. # Using Smart Meet ### Live Meetings Smart Meet allows users to transcribe meetings in real time directly through their browser.

#### **How to Start a Live Recording?** 1. Click on the **Record** button. 2. Grant microphone permissions when prompted. 3. Users can also write down notes which are saved automatically. While recording, Smart Meet listens attentively and capturing every word. #### **Ending the Recording** * Click **Stop** button. * The recording is automatically saved and added to your Smart Meet file list.

### Uploading Meeting Files EmpowerGPT 'Smart Meet' also allows you to upload multiple audio/video files or Users can also use existing files from the Workspaces.

#### Upload New Files 1. Click Import button. 2. Select 'Upload New'. 3. Choose your audio or video file from your device. The file will appear in the list once uploaded. #### Use Workspace Files 1. Recordings previously uploaded to your Workspaces can also be imported. 2. Click Import button. 3. Select 'Select from Workspace'. # Smart Meet Features ### Meeting **Summary** Smart Meet automatically generates a concise **Meeting Summary** to help users quickly understand the essence of the discussion. The summary includes: * **Meeting Purpose:** A clear description of why the meeting was held. * **Key Takeaways:** The major decisions, insights, and conclusions drawn. * **Topics Discussed:** A structured overview of the main subjects covered during the meeting. * **Next Steps:** A forward-looking list of agreed-upon follow-ups or required actions. This section acts as a quick snapshot of the meeting, making it ideal for stakeholders who need context without reviewing the full transcript.

### **Meeting Transcript** Smart Meet provides a complete **transcript** of the meeting, generated using advanced speech recognition.\ Key capabilities include: * **Accurate Speech-to-Text Conversion:** Converts spoken content into a clean, readable transcript. * **Speaker Identification (Diarization):** Automatically detects and separates different speakers, labeling them as Speaker 1, Speaker 2, etc. The transcript ensures every detail of the conversation is captured and easy to navigate.

### **Action Items** Smart Meet intelligently extracts **Action Items** from the conversation, identifying: * Tasks and responsibilities * Follow-up activities * Commitments made by participants * Deadlines (if mentioned) These items are presented in a clear list so teams can quickly review what needs to happen after the meeting.

### **Notes** The **Notes** section allows users to add or capture additional thoughts, context, reminders, or clarifications that may not appear directly in the transcript.\ Users can: * Add personal notes * Store key references * Document decisions or ideas not formally captured during the meeting This space gives users the freedom to enrich their meeting documentation in their own words.

# Data Analyst The Data Analyst app in EmpowerGPT transforms your Excel data into actionable insights through natural language interaction. Instead of manually filtering, pivoting, or writing formulas, you can simply upload your Excel file and ask questions — just like you would ask a professional data analyst in your company. The app: 1. Processes complex Excel files (multiple sheets, large datasets, structured tables) 2. Understands natural language questions 3. Performs calculations, aggregations, filtering, and trend analysis 4. Generates visualizations (graphs and charts) 5. Provides summarized insights and explanations

# Using Data Analyst {% stepper %} {% step %} ### Step 1: Navigate to Data Analyst 1. From the left navigation menu, click **'Apps'** 2. Select **'Data Analyst'**

{% endstep %} {% step %} ### Step 2: Upload Excel File 1. On the Data Analyst Homepage, you can continue with the existing analysis or Start 'New Analysis'. 2. Clicking on 'New Analysis' will take you to the Data Analyst chat screen. 3. You can select an existing excel file from a Workspace or upload a new excel file.

{% endstep %} {% step %} ### Step 3: Ask a Question In the input field, type your question in natural language. Examples include: * "What is the total sales for 2023?" * "Show me monthly revenue trend." * "Which region has the highest profit?" * "Top 5 customers by revenue." * "Compare Q1 and Q2 performance." * "Create a bar chart of sales by region." {% endstep %} {% endstepper %} # Data Analyst Features The Data Analyst module replicates the core responsibilities of a human data analyst: ### Data Understanding * Reads and interprets column headers * Detects data types (numerical, categorical, date, etc.) * Identifies relationships between fields * Handles multi-sheet Excel files ### Data Analysis * Recognizes structured tables * Works with large datasets efficiently * Aggregations (sum, average, count, min, max) * Grouping (e.g., sales by region, revenue by month) * Filtering (e.g., sales above 1000, customers from Germany) * Time-based analysis (monthly trends, year-over-year growth) * Percentage calculations * Comparative analysis * KPI computation

### Data Visualiztion The module can generate: * Bar charts * Line graphs * Pie charts * Area charts * Scatter plots

Graphs are automatically generated based on the question asked, or you can explicitly request a specific chart type. # Workspaces A **Workspace** in EmpowerGPT is a secure and collaborative area where documents, folders, and collections are stored and managed. It acts as the central hub for organizing enterprise content and enables teams to work together efficiently. Designed with flexibility and scalability in mind, Workspaces support a wide range of document operations, granular permissions, and real-time collaboration features.

# Uploading Documents & Weblinks ### **Uploading Content**

#### **Upload Documents** Users can upload files directly into any workspace or collection using the **Add +** button. Supported formats include PDFs, Word files, images, spreadsheets, and more. #### **Upload Folders** When uploading an entire folder: * The folder structure is preserved * Subfolders and files are replicated within EmpowerGPT exactly as they appear on your device This makes bulk uploads simple and reliable. #### **Weblink Support** You can also add web URLs directly into a workspace as content. These links can be referenced by assistants for context, grounding, or to enrich responses with external resources. To add a weblink inside a workspace: Click `Add +` → `Upload` → `Weblink` then paste the URL you want to include. This allows you to store external resources alongside your documents for easy access and assistant grounding. *** ### **Importing from External Apps** EmpowerGPT supports importing content from integrated storage platforms: #### **SharePoint/OneDrive etc.** * Import documents and folders directly * Permissions are inherited * Data is synced periodically These integrations ensure seamless access to enterprise-wide content. # Workspace Roles ### **Pre-Defined Roles** EmpowerGPT includes a robust, permission-based role system that ensures controlled access to files and operations. Roles determine what actions a user can perform within a workspace.

### **Accessing Roles** To access and manage roles: 1. Click your **username** at the top-left corner of the screen 2. Select **Users and Roles** 3. Open the **Roles** tab ### **Default Built-In Roles** | **Viewer** |

View conversations
View chat history
View outputs and results
No ability to edit, run, or change anything

| For stakeholders who only need visibility, auditing, or review access | | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------- | | **Contributor** |

View everything a Viewer can
Run the assistant
Provide inputs to the assistant
Trigger actions
Cannot modify the assistant’s configuration

| For team members actively using the assistant but not configuring it | | **Controller** |

Full access to view and run (Viewer + Contributor abilities)
Edit assistant configuration
Modify instructions, actions, and tools
Manage integrations

| For owners, admins, or developers who build and maintain assistants | # Chat within the context ### **Workspace Chat** EmpowerGPT’s integrated chat enhances collaboration by enabling discussions directly within the context of your files and folders. #### **Starting a Chat** * **Workspace-Level Chat**\ Click **Start Chat** at the top of the workspace to begin a conversation that applies to all workspace content. * **Content-Level Chat**\ Hover over a specific file or folder and click **Start Chat** to open a discussion tied directly to that item. Authenticated users can: * View previous conversations * Continue discussions * Start new chats with updated context This makes teamwork more efficient and ensures important discussions remain attached to the relevant content. # Connectors The **Connectors** in EmpowerGPT allows you to integrate and control external applications using natural language. Once connected, you can manage your emails, calendars, files, CRM records directly from the EmpowerGPT chat interface—without switching between multiple apps. ### **Accessing Connectors** 1. From the left navigation menu, click **Connectors**. 2. A list of available integrations will appear, each showing its connection status (Connect/Connected/Coming Soon).

# Working with Connectors Connectors establish a secure link between EmpowerGPT and your external applications. Once connected, you can: * Use natural language to search, read, create, update, or manage content in the linked app * Ask EmpowerGPT to perform tasks on your behalf, such as sending emails, scheduling meetings, or retrieving CRM records * Interact with your apps without manually navigating through them Each connector unlocks a dedicated set of capabilities based on the service. ### Connecting a Connector 1. Click **Connect** on the tile of the desired app. 2. EmpowerGPT will redirect you to the login page of the app. 3. Sign in to your account (Google, Microsoft, Slack, etc.). 4. Approve the required permissions. 5. Once authorized, the status will update to **Connected**. ### Using the Connector using Assistants 1. Once connected, the **connector** can be utilized in **Assistant**. 2. To use the connector, go to Assistants and create a new Assistant. 3. Enter Assistant Name (For example, Outlook Assistant). 4. To use connector, scroll to the Actions section and click 'Add Action'. 5. Add the required connector actions and save. 6. You can now use the app through natural language in EmpowerGPT.

# Available Connectors

	Cover image
Outlook Email Read and search your Outlook emails Draft new emails Send emails directly from EmpowerGPT Generate replies or follow-ups	Page_82.png
Outlook Calendar View your upcoming calendar events Check availability Add, update, or remove events Ask EmpowerGPT to schedule meetings	Page_82 (1).png
Gmail Read Gmail messages Search your inbox or labels Draft and send emails Create replies using natural language	Page_82 (2).png
Google Calendar View your upcoming calendar events Check availability Add, update, or remove events Ask EmpowerGPT to schedule meetings	Page_82 (3).png
Google Drive Search files stored in Google Drive Open and read documents Draft new content and save it in drive.	Page_82 (4).png
Slack Read Slack messages and threads Send messages to team members or in channels. Draft replies or announcements Interact with team using natural language	Page_82 (5).png
Hubspot View and manage contacts Access deals, pipelines, and companies Update CRM entries Generate follow-up messages, emails, or notes based on CRM data	Page_82 (6).png
Google Sheets Read and analyze spreadsheet data Update rows, columns, or cells Create formulas, summaries, and reports Convert sheet data into insights	Page_82 (7).png
Google Docs Read, Search, ad Draft your Google Docs using natural language. Edit exisitng documents. Format headings and paragraphs.	Page_82 (9).png
Microsoft Teams Chat with your Team Members directly from EmpowerGPT. Send message to a channel, group, or individual team member. Draft replies using AI.	Page_82 (10).png

# Users Roles & Permissions EmpowerGPT provides flexible user management with distinct roles designed to support organizational structure, security, and collaboration needs. Each user type has specific permissions that dictate what they can access and perform within the platform.

*** ### **Organizational Roles** Organizational roles govern who can manage users, configure the platform, and control system-wide settings. These roles are assigned at the organization level and define administrative authority rather than content-level access. | ✔ Full access | + Partial / limited access | ✘ No access | | --------------------------------------------------- | ---------------------------------------------------------------- | ------------------------------------------------ | {% tabs fullWidth="true" %} {% tab title="User Management" %}

Permission	Organization Owner	Organization Admin	Workspace Admin
Create / deactivate user accounts	✔	✔	✘
Assign roles to users	✔	✔	+
Appoint Workspace Administrators	✔	✔	✘
Invite users into a workspace	✔	✔	✔
Create & manage user groups	✔	✔	✘
Assign account types to users / groups	✔	✔	✘

{% endtab %} {% tab title="Platform & Workspace Settings" %}

Permission	Organization Owner	Organization Admin	Workspace Admin
Configure Global Platform Settings	✔	✔	✘
Configure Workspace Settings	✔	✔	✔
Set per-user permissions in Workspace	✔	✔	✔

{% endtab %} {% tab title="Workspace & Content Access" %}

Permission	Organization Owner	Organization Admin	Workspace Admin
Access all workspaces globally	✔	✘	✘
Global access to all content	✔	✘	✘
Access assigned workspaces only	✔	✔	✔

{% endtab %} {% endtabs %} #### Organization Owner {% hint style="info" %} Highest Privilege Level {% endhint %} The Organization Owner holds the **highest level** of authority within EmpowerGPT. This role encompasses all permissions of the Organization Administrator and extends further with exclusive platform-wide capabilities that no other role possesses. **Key capabilities** * All Organization Administrator permissions, inherited in full. * Global access to every workspace across the organization — without needing to be explicitly invited or assigned. * Global access to all content uploaded or linked within EmpowerGPT, regardless of workspace boundaries. * Ultimate override authority for any platform-wide configuration or access control. This role is typically held by the primary account holder or the executive responsible for the organization's EmpowerGPT deployment. #### Organization Administrator {% hint style="info" %} Platform-wide administrator {% endhint %} The Organization Administrator is the custodian of the organization's EmpowerGPT environment. With the highest administrative access below the Organization Owner, this role is responsible for overseeing the setup and ongoing maintenance of the entire platform. **Key capabilities** * Create and deactivate user accounts across the organization. * Assign roles to users and appoint Workspace Administrators. * Configure global settings that affect all workspaces and users. * Create and manage user groups for streamlined permission assignment. * Assign account types to individual users or groups. * Access and configure any assigned workspace. #### Workspace Administrator {% hint style="info" %} Workspace-scoped administrator {% endhint %} Workspace Administrators are pivotal in managing the day-to-day operations of their respective workspaces. Appointed by an Organization Administrator, they handle everything needed to keep a workspace running smoothly. **Key capabilities** * Configure workspace settings including naming conventions, privacy settings, and access controls. * Create and manage collections and folders within the workspace. * Invite users into the workspace and set specific permissions for each. * Moderate user access to ensure appropriate interaction with workspace content. * Maintain the integrity and organization of documents and folders. # User Account Types Account types define **what a user can do** with content and workspaces. Unlike organizational roles, which govern administrative authority, account types are about content-level interaction. They are assigned per workspace, collection, or folder by an Organization Admin or Workspace Admin. {% hint style="info" %} Regular users are not a separate account type. They are any user whose access is granted by an admin. Every regular user holds one of the three account types below, which determines their exact content permissions within each assigned workspace. {% endhint %} | ✔ Full access | + Partial / limited access | ✘ No access | | --------------------------------------------------- | ---------------------------------------------------------------- | ------------------------------------------------ | {% tabs %} {% tab title="Content Managment" %} | Permission | Controller | Contributer | Viewer | | --------------------------------- | -------------------------------------- | -------------------------------------- | -------------------------------------- | | Create collections & folders | ✔ | + | ✘ | | Add / upload new documents | ✔ | ✔ | ✘ | | Edit existing documents | ✔ | ✔ | ✘ | | Delete documents or content | ✔ | ✘ | ✘ | | Move content within workspace | ✔ | ✘ | ✘ | | Organize documents into folders | ✔ | ✔ | ✘ | | Add tags to documents | ✔ | ✔ | ✘ | | View / read all workspace content | ✔ | ✔ | ✔ | | {% endtab %} | | | | {% tab title="Version Control" %} | Permissions | Controller | Contributor | Viewer | | ------------------------------------- | -------------------------------------- | ------------------------------------- | ------------------------------------- | | Manage document versions | ✔ | ✘ | ✘ | | Revert to previous versions | ✔ | ✘ | ✘ | | Approve or reject contributor changes | ✔ | ✘ | ✘ | | {% endtab %} | | | | {% tab title="User Permissions" %} | Permissions | Controller | Contributor | Viewer | | ---------------------------------- | -------------------------------------- | ------------------------------------- | ------------------------------------- | | Manage permissions for other users | ✔ | ✘ | ✘ | | Invite Contributors and Viewers | ✔ | ✘ | ✘ | | {% endtab %} | | | | {% tab title="Collaboration & Search" %} | Permissions | Controller | Contributor | Viewer | | --------------------------------- | -------------------------------------- | -------------------------------------- | -------------------------------------- | | Participate in chat / discussions | ✔ | ✔ | ✔ | | Collaborate on documents | ✔ | ✔ | ✘ | | Leave comments & feedback | ✔ | ✔ | ✔ | | Search across workspace content | ✔ | ✔ | ✔ | | Navigate via tags | ✔ | ✔ | ✔ | | {% endtab %} | | | | | {% endtabs %} | | | | #### Controller {% hint style="info" %} Full workspace control {% endhint %} The Controller is the most powerful account type within a workspace, short of an Administrator. Controllers have extensive permissions that allow them to fully manage the workspace and all its content. **Key capabilities** * Full content management: create, edit, delete, and move all collections, folders, and documents. * Manage permissions for other users within the workspace, including inviting Contributors and Viewers. * Full version control: manage document versions, revert to previous versions, and approve or reject changes. * Adjust workspace settings including naming conventions, privacy settings, and access controls. Typically assigned to project leads, department heads, or team members responsible for overseeing a project's full lifecycle. #### Contributor {% hint style="info" %} Active participant {% endhint %} Contributors form the backbone of the workspace. They are the users who actively engage with content, providing input and updates to documents while collaborating with teammates. **Key capabilities** * Add new documents, edit existing content, and upload files to the workspace. * Organize documents into folders and add tags for better classification. * Engage with other users via the chat function and collaborate on documents. * Participate in discussions and share insights with the team. Well-suited for team members who need to actively work on documents and contribute to projects but do not require full control over the workspace. **Viewer** {% hint style="info" %} Read-only access Ideal for stakeholders, external partners, or new team members who need to be informed about workspace content without being directly involved in document management or editing. {% endhint %} Viewers have the most limited account type within EmpowerGPT, designed for users who need to access and stay informed about content without making any changes to it. **Key capabilities** * Read-only access to all content within the assigned workspace. * Use the platform's search capabilities to find documents efficiently. * Navigate the workspace using tags. * Participate in discussions by leaving comments and feedback without altering content. # Profile Settings The **User Profile Settings** page allows you to personalize your EmpowerGPT experience by providing essential details about yourself and your organization. Keeping your profile up to date helps ensure better collaboration, localization, and tailored product interactions.

## Accessing the User Profile Settings To access the **Profile Settings** page: 1. Click on your **User Name** located at the bottom-left corner of the screen. 2. Select **Settings** from the menu. 3. Navigate to the **Profile** tab from the top navigation bar. ## Profile Information Fields Within the **Profile** tab, you can add or update the following information: * **Company** – Specify the name of your organization. * **Department** – Define the department you belong to (e.g., Marketing, Finance, Operations). * **Job Role** – Mention your job title or functional role. * **Country** – Select the country you are located in to customize regional preferences. * **Language** – Choose your preferred language (English, German, Italian) for the EmpowerGPT interface. *** ## Security The **Security** section helps safeguard your account: * **Change Password** – Update your password regularly to maintain account security. *** ## Delete Account If you wish to stop using EmpowerGPT, you can permanently delete your account from the **Profile Settings** page. * **Delete Account** – This option will permanently remove your account, along with: * All documents uploaded in **My Workspace** * All your chats {% hint style="info" %} Account deletion is **irreversible**. Once deleted, your data cannot be restored. {% endhint %} # Custom Instructions User can add information about his own self to get more personalized responses. In addition, user can also instruct EmpowerGPT to define how the output response should be like.

# System Settings ## **System Settings** The **System Settings** section in EmpowerGPT allows Organization Administrators to configure enterprise-wide integrations, authentication methods, AI model availability, and branding. These settings ensure that the platform aligns with organizational security policies, data sources, and user experience standards. # Company Logo Branding EmpowerGPT allows organizations to personalize the platform by uploading their **company logo**. Once uploaded: * The logo automatically appears throughout the interface * The default EmpowerGPT branding is replaced with the company’s visual identity This ensures a consistent, branded user experience across the entire platform.

# Single Sign On (SSO) with Microsoft EmpowerGPT supports **Single Sign-On (SSO)** using **Microsoft Entra ID**, allowing users to authenticate with their enterprise Microsoft work accounts. Enabling SSO brings the following benefits: * Enterprise users and groups from Microsoft Entra ID become accessible inside EmpowerGPT. * Users within the organization’s Azure directory can **self-register** as Regular Users by simply visiting the organization’s EmpowerGPT URL—no manual invite required. * Seamless, secure login aligned with corporate identity policies. #### **Steps to Enable SSO with Microsoft Entra ID** {% stepper %} {% step %} **Register “EmpowerGPT” in Microsoft Entra ID.** 1. In another tab, sign in to [Azure Portal](https://portal.azure.com/) as an admin. 2. Navigate to "Microsoft Entra ID" (Azure Active Directory) > "App registrations" as an admin. 3. Click on "+ New registration".

4. Enter “EmpowerGPT” as the name of the application and select the required supported account types. (Recommended: “Accounts in this organizational directory only”). 5. Under the “Redirect URI” section on the application registration form, select “Web” as the type and paste the Redirect URI.

{% endstep %} {% step %} **Enter details against the registered application on Microsoft Entra ID** 1. Once the application is registered, you will be redirected to the registered application's “Overview” page. 2. Copy the “Application (client) ID” and “Directory (tenant) ID” from the “Overview” page and enter each it in the respective fields.

3. Navigate to “Certificates and secrets” under the “Manage” section on the registered application in Microsoft Entra ID. 4. Select the “Client secrets” tab and click “New client secret” button to create a new client secret. Enter “EmpowerGPT client secret” in description, set the expiry to 24 months (recommended) and click “add”.

5. Copy the secret "Value" and paste it in the field "Client Secret Value". Client secret values cannot be viewed except for immediately after creation. Be sure to save the secure value when created before leaving the page. {% endstep %} {% step %} **Give required permissions against used APIs to the registered app in Microsoft Entra ID** 1. Navigate to “API permissions” under the “Manage” section on the registered application in Microsoft Entra ID. 2. Click "+ Add a permission" button and select "Microsoft Graph" under Microsoft APIs. 3. Select "Application permissions" to give the following permissions and confirm by clicking "add permission" button. 1. User.Read.All under User. 2. Group.Read.All under Group. 3. GroupMember.Read.All under GroupMember. 4. Repeat step 2 and select "Delegated permissions" to give the "profile" permission. Confirm by clicking "add permission" button below. 5. Make sure admin consent is provided for permissions that require it, indicated by a “Yes” in the “Admin consent required” column of the “Configured permissions” table.

{% endstep %} {% endstepper %} # Single Sign On (SSO) with Google {% stepper %} {% step %} **Creating a new project in Google Cloud Console** 1. Go to and login with your organization’s admin credentials. 2. Create a new project (or use existing one). To create a new project, on the top left click Projects → New Project. 3. Enter Project Name and select Organization and click ‘Create’.

{% endstep %} {% step %} **Configuring OAuth Consent Screen** 1. Select the project and from the left navigation menu, navigate to APIs and Services → OAuth Consent Screen 2. Click ‘Get Started’.

3. Enter the following details: 1. App Name (for example ‘EmpowerGPT SSO’). 2. User Support Email. 3. Audience → Internel 4. Contact Information

4. Click ‘Create’ {% endstep %} {% step %} **Adding APIs and Scopes** 1. Navigate to ‘Data Access’ from the menu and click ‘Add or remove scopes’.

2. Add the following scopes: 1. 2.

3. Click ‘Update’. {% endstep %} {% step %} **Copy Client ID and Client Secret** 1. Navigate to ‘Clients’ and create a new client.

2. Select ‘Application Type’ as ‘Web Application’. 3. Enter Name (for example: EmpowerGPT SSO) 4. Add redirect URL as htps\://empowergpt.ai/auth/google/callback 5. Click ‘Create’. 6. Go to newly created client and copy ‘Client ID' and 'Client Secret’ and paste in EmpowerGPT. {% endstep %} {% endstepper %} # Integration with SharePoint & OneDrive {% stepper %} {% step %} **Upload generated certificate at registered application “EmpowerGPT” on Microsoft Entra ID** 1. Paste the base URL for your organization's SharePoint. {% hint style="info" %} The base URL for SharePoint Online is provisioned based off your input when setting up your Microsoft 365 subscription. For example, if your organization name is Contoso, the root site for SharePoint Online will be {% endhint %} 2. Click the 'Download Certificate' button to download the required certificate. 3. In another tab, sign in to [https://portal.azure.com/](https://portal.azure.com/#home) as an admin 4. Navigate to “Microsoft Entra ID” (Azure Active Directory) > “App registrations” > ”All applications” > ”EmpowerGPT”. 5. Select the application and navigate to “Certificates and secrets” under the Manage section. 6. Select the “Certificates” tab and click on upload certificate. Upload the above generated certificate, downloaded on your computer.

7. Enter suitable description and click the "Add" button to add the certificate. {% endstep %} {% step %} **Give required permissions against used APIs to the registered app in Microsoft Entra ID** 1. In another tab, sign in to as an admin 2. Navigate to “Microsoft Entra ID” (Azure Active Directory) > “App registrations” > ”All applications” > ”EmpowerGPT” > “API Permissions”. 3. Click “+ Add a permission” button and select “Microsoft Graph” under Microsoft APIs.

3. Select “Application permissions” to give the following permissions and confirm by clicking “add permission” button below. 1. Sites.Read.All. 2. Files.Read.All. 4. Repeat step 2 and select "Delegated permissions" to give the following permissions. Confirm by clicking "add permission" button below. 1. Sites.Read.All. 2. Files.Read.All. 5. Click "+ Add a permission" button and select "SharePoint" under Microsoft APIs to give the following "Application permission". Click "add permission" to confirm. 1. Sites.Read.All. 6. Make sure admin consent is provided for permissions that require it, indicated by a “Yes” in the “Admin consent required” column of the “Configured permissions” table. {% endstep %} {% endstepper %} # Integration with Confluence {% stepper %} {% step %} **Atlassian organization admin’s account details** 1. In a new tab, navigate to the & make sure to sign in with Atlassian’s organization admin account. 2. Click on the “Create API token” button, and enter a suitable name such as “EmpowerGPT - \[Company Name]”. 3. After clicking on create, you shall be able to copy the API token. Paste the API token, along with the email address of the signed in organization admin.

{% endstep %} {% step %} **Create and configure an OAuth 2.0 App in Atlassian Developer** 1. In a new tab, sign in to 2. Once signed in, click on the “User Menu” on top right to select the “Developer Console” button from the drop-down. 3. Click on the “Create” button under “My apps” section and select “OAuth 2.0 integration” from the drop-down.

3. Enter a suitable name for the application such as “EmpowerGPT - \[Company Name]”. Check the box below to agree to Atlassian’s developer terms, and click on “Create”. 4. You will land to the application’s “Overview” page after the application is successfully created. Navigate to the “Authorization” page, and click on the “Add” button against “OAuth 2.0 (3LO)” to enable user authorization from Atlassian.

5. Paste the Callback URL provided in the “Callback URL” field and click on “Save changes”. 6. Now navigate to the “Distribution” page and click on “Edit” in front of the “Distribution controls” section. Change the distribution status to “Sharing”. 7. Add your company name as the vendor name and paste the Privacy Policy link under the privacy policy field. 8. Select “No” against the “does your app store personal data?” drop down and click on save changes button at the end.

{% endstep %} {% step %} **Enter details against the created application** 1. Navigate to the “Settings” page.

2. Copy the “Client ID” and “Secret ID” and enter each in the respective field {% endstep %} {% step %} **Add required permissions to the created application’s API scope** 1. Navigate to the “Permissions” page and click on the “Add” button against the “Confluence API” row. ”Add” button should update to “Configure”. 2. Click on the “Configure” button, and click on “Edit Scopes” under the “Classic scopes” tab

3. Select the following permissions by check the box under the “Select” column. 1. Read Confluence space summary 2. Read Confluence content summary 3. Read Confluence detailed content {% endstep %} {% endstepper %} # Billing Organization Owners can manage the organization’s subscription plan, billing, and user seats through the **Billing Page**. The billing page can be accessed via: **Settings → Billing Tab** The page is divided into two main sections: **Billing Management** and **Seat Management**.