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Copilot

Copilot is Corporate Memory's AI chat assistant. It answers questions using your organization's own documents and cites the exact files it drew from, so you can verify every answer at the source. Copilot is the default landing page after you sign in: open the portal, ask a question, get a cited answer.

Copilot runs on enterprise-grade AI models hosted in Microsoft Azure, and it only searches your organization's private knowledge store. It does not see other tenants' documents, and other tenants never see yours.

What you can do

Ask questions, get cited answers

Type a question in plain language. Copilot searches your organization's knowledge base, composes an answer, and attaches citations pointing to the source documents it used. If a claim matters, follow the citation and check it; that is what citations are for.

Answers render rich content: formatted text, tables, code blocks with syntax highlighting, and mathematical notation.

Work in threads

Every conversation is a thread. Follow-up questions keep their context, so you can drill into a topic across multiple turns instead of re-explaining it each time. Your threads are saved; return to a conversation later and pick up where you left off.

Start from starter prompts

Your organization can configure starter prompts: pre-written questions that appear on the Copilot home screen. They are a fast way to discover what the knowledge base can answer and to standardize common queries across a team. Admins manage them in Console & Settings.

Role-aware behavior

Administrators can tailor Copilot's instructions per role, so the assistant's tone and focus can differ for, say, a Management user versus a Member. See Administration.

Getting better answers

Ask specific questions and name the thing you're asking about: a part number, a policy name, a project. Copilot retrieves documents by matching your question against their content, so the words you use matter. See Asking Copilot for more techniques.

How documents get into the knowledge base

You don't upload files to Copilot by hand. Corporate Memory ingests them automatically from the document sources your organization connects:

  • Microsoft SharePoint: your admin points Corporate Memory at a SharePoint site and folder; documents in it are picked up on a configurable schedule.
  • Google Drive: the same model, for organizations that keep documents in Drive.

Supported content includes the formats office teams actually use (PDFs, Word documents, PowerPoint presentations, and Excel workbooks), including scanned documents, which are processed with OCR.

The review pipeline

Every ingested document passes through review before it becomes searchable:

  1. Discovery. Corporate Memory finds new and changed files in your connected SharePoint and Google Drive locations. Unchanged files are recognized and skipped.
  2. AI content review. Each document is reviewed by AI for suitability for the knowledge base.
  3. Approval.
    • Documents that pass review cleanly are approved automatically.
    • Documents the AI flags go to a human approval queue, where an administrator approves or rejects them. Nothing flagged reaches the knowledge base without a person signing off.
  4. Indexing. Approved documents are indexed into your organization's private knowledge store and become available to Copilot.

Documents that are later deleted from the source are tracked, so the knowledge base follows what's actually in your document libraries.

Humans stay in the loop

The AI review is a filter, not the final word. Anything it is unsure about waits in the approval queue for an administrator's decision. Queue administration is covered in Administration and Managing the Knowledge Base.

Isolation and privacy

  • Per-organization knowledge stores. Each organization gets its own isolated knowledge store and its own AI assistant configuration. There is no shared index.
  • Scoped retrieval. Copilot can only retrieve from your organization's store. A question asked in your tenant cannot surface another tenant's documents.
  • Your sources, your control. You choose which SharePoint sites, folders, and Drive locations feed the knowledge base, and your admins control the approval queue.

Usage analytics

Admin and Management users get a Copilot Usage view: who is using Copilot, how much, and what kinds of questions are being asked. Use it to measure adoption and find teams that would benefit from starter prompts or training. Copilot usage also appears in the Vision Dashboard.

A weekly usage summary can be emailed to stakeholders your organization configures.