Get started with Mili + 
Egnyte

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How it works

Head to Settings → Integrations → Click "Connect Egnyte"
Enter your Egnyte web address name the part before .egnyte.com in your ID
Sign in with your Egnyte login & approve access for Mili.
Type @ to browse Egnyte, search files, or mention a whole folder.
Query across your Egnyte files in one request.
Ask Mili for meeting prep or snapshots based on your Egnyte docs.

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Frequently Asked Questions

01
What can Mili do with my Egnyte files?

Run meeting prep that pairs a Salesforce contact with the same client's Egnyte folder. Ask for a financial snapshot straight from a statement PDF in Egnyte. Run planning skills on a client's documents. Just type @ and pick the file, no downloading, no switching tabs.

02
Why do I need to enter my Egnyte web address name?

Every firm has its own Egnyte address, like acme.egnyte.com. Entering that first part tells Mili which account to connect to. You only do this once, when you connect.

03
Can Mili see files I don't have access to in Egnyte?

No. Mili reads Egnyte with your own permissions, so it can only open the files and folders you can already access yourself.

04
How do I search my Egnyte files?

Type @ in any chat and open the Egnyte tab to browse folders, or start typing to search by file name. You can also mention a whole folder and Mili reads across the files inside it. And you can simply ask Mili to find documents by topic, it'll search inside your Egnyte files.

05
Are my files copied into Mili?

No. Your files stay in Egnyte. Mili reads a file only when you ask for it in a request, nothing gets saved on Mili's side, and there's no background scanning.

06
Can I use Egnyte together with my CRM and other document tools?

Yes. Connect Box, ShareFile and Mili's other supported document stores, alongside Egnyte, You can even mix them in a single request, like pairing a Salesforce contact with a Egnyte file for meeting prep.

07
How can I verify the accuracy of Mili's answers?

Every answer in Mili Office comes with source links, so you can see exactly which file or record it came from and check it yourself.

08

Ready to connect Mili with 
Egnyte
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

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