Workplace AI Admin Guide

Welcome to the Workplace AI docs site for administrators, this is your knowledge base for everything you'll need to deploy workplace, connect it to your data sources, and manage your environment.

Workplace AI Setup Journey

1

Plan your deployment Define your deployment architecture by assessing user numbers, data volumes, and hardware requirements to determine the optimal server specification.

2

Install Install Elasticsearch and Kibana, then deploy Workplace AI on Windows or Linux, ensuring dedicated servers for core components where required.

3

Secure Workplace AI enables secure, centralised user access with modern authentication (SAML 2.0, ADFS, Forms) and allows administrators to configure granular permissions, user groups, and roles.

4

Connect your data Set up and configure connectors to seamlessly integrate and ingest data from your chosen source systems.

5

Enhance your data Build enrichment pipelines using a range of steps such as entity extraction, document classification, and GenAI-powered data extraction.

6

Configure Access Define which users and teams can access specific applications, fine-tune search algorithms, and create tailored workflows for your organisation.

7

Customise the interface Personalise the user interface by applying your organisation's branding to create a familiar look and feel throughout the platform.

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Workplace AI companion configuration

After installing Workplace AI, administrators will use Control Hub — the central management console— to configure authentication, user permissions, and system integrations. Control Hub offers a streamlined interface for managing security, data connectors, enrichment pipelines, and application settings across your deployment.

Workplace AI configuration will be tailored to the companion purchased by your organisation.

AI Search for the modern enterprise

Connect to timely insights for faster, smarter decision making, with enterprise search powered AI.

Search Settings

AI Powered Data Governance

Automatically govern data at scale to ensure compliance, minimise risk, unlock value, and ready your organisation for AI.

Automated DSARs & Disclosure

Keep up with the growing complexity and volume of SARs and other disclosure requests to stay compliant and reduce manual effort.

SAR

Secure AI Chat & Assistant

Get instant insights through an intuitive chat experience, drawn directly from your trusted data.

AI Settings

Migration & Legacy Decommissioning

Move legacy systems to the cloud without disrupting operations or compromising security.

Migration Configuration

Collect and Collaborate

Save items from your results into a space for you and your colleagues, so you can come back to them any time.

Collections

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Popular Topics

Overview and Key ConceptsClassificationsConfigurationsSource System Security

Windows: Workplace AI InstallInsight API GuideDeployment OptionsData Science API Guide

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