Eplan Copilot FAQ

Eplan Copilot is an AI-powered assistant provided by Eplan. It can understand natural-language requests, answer questions based on Eplan-provided knowledge, and support users through integrations with selected services and tools within the Eplan ecosystem to help with their daily engineering tasks.

Eplan Copilot was released globally in May 2026, except in China. Eplan is currently undertaking the necessary steps to bring Copilot and associated AI capabilities to the Chinese market and will provide updates as they become available.

Eplan Copilot offers powerful AI-assisted capabilities that can help users work more efficiently and gain faster access to relevant Eplan knowledge. The use of Eplan Copilot is always a voluntary decision and should be based on the user's own evaluation of the associated benefits and potential risks.

While Eplan strives to provide high-quality AI-generated responses, results may be inaccurate, incomplete, outdated, or in other ways not satisfactory. Eplan requires users to review and verify any information provided by Eplan Copilot before acting on it. Eplan Copilot is designed to support users and does not replace professional judgment or any technical, safety or compliance checks required for the relevant use case. Users should only enter personal data, confidential information or third-party content where they are authorized to do so

Eplan Copilot is generally available to all authenticated Eplan users who hold a valid Eplan subscription. It can be accessed directly via the Eplan Cloud Platform.

Use of Eplan Copilot is subject to the applicable Terms of Use. By using Eplan Copilot, users acknowledge and agree to these Terms of Use. The Terms of Use are available directly within the Eplan Copilot interface via the link displayed below the chat prompt.

At the time of publication of this FAQ, Eplan Copilot is included for users with an eligible Eplan subscription at no additional charge. Future packaging, licensing and pricing are subject to the applicable product and subscription terms.

Eplan Copilot is accessible in multiple ways:

• Via the Eplan Dashboard (apps.eplan.com)
• Within the OneHeader in every Eplan Cloud Application
• Via the Eplan Copilot app (copilot.eplan.com)
• Starting with Eplan version 2027, directly in the Eplan client

Eplan Copilot is available starting from its release without any actions required. It is visible in the Eplan Cloud Dashboard, in the OneHeader and via the Eplan Copilot application in the cloud, and starting with Eplan Version 2027, also available in the client.

Every customer has the option to deactivate Eplan Copilot in the user management section.

Eplan Copilot supports a wide range of languages. However, response quality, accuracy, and feature performance may vary depending on the language, with English generally providing the most comprehensive and consistent results.

Users may report unsatisfactory responses, concerns, technical issues, or other feedback by submitting a support request through the Eplan Solution Center.

By using Eplan Copilot, users of Eplan Copilot agree to the applicable Terms of Use.

Eplan Copilot is part of the Eplan Cloud platform and benefits from the platform’s security and operational controls. Eplan applies technical and organizational measures designed to protect the confidentiality, integrity, and availability of customer data. The Eplan Cloud platform aligns with internationally recognized security standards, including ISO 27001 certifications where applicable.

For more information, please visit the Trust Center.

Eplan Copilot protects data both in transit and at rest using industry-standard encryption technologies. Data transmitted between users, Eplan cloud services, and cloud infrastructure is secured using Transport Layer Security (TLS) 1.2 or higher, while data stored within the service is encrypted using Advanced Encryption Standard (AES) 256-bit encryption.

Currently, Eplan Copilot does not have access to local project files or other locally stored data. This limitation is intentional and reflects Eplan’s security-by-design principles. Within the Eplan Cloud Platform, Eplan Copilot can utilize an expanding range of integrated tools (e.g., Project Viewer, DataPortal) and other services to support engineering workflows. Eplan continues to enhance Copilot’s capabilities while ensuring appropriate security and data protection measures are maintained.

If future solution designs require interaction with local customer data in Eplan Copilot, Eplan will implement and offer such capabilities taking into account applicable industry standards of information security and data protection standards as well as applicable regulatory requirements

Eplan Copilot operates under the principles of need-to-know and least privilege and inherits the permissions of the authenticated user. It is designed to operate according to the permissions of the authenticated user and to respect the existing access controls and permission structures of the Eplan platform.

User prompts may be recorded and processed as necessary to provide, secure, maintain, and improve the service, as described in the applicable Terms of Use. Prompt data is associated with the user who submitted it and is protected against access by other customers in accordance with the applicable access controls. Any processing or access required for service operation, security, support or compliance purposes is governed by the applicable contractual and data protection arrangements.

The retention of prompt data enables user-facing features such as chat history and conversation continuity, allowing users to review and continue previous interactions with Eplan Copilot.

Eplan Copilot can only access content within your organization's cloud tenant and according to the permissions granted to the user. Content from other cloud organizations remains isolated and is not accessible.

Access to customer-specific data is restricted to authorized users within the relevant customer environment. Shared cloud projects are only accessible to users who have been explicitly granted access through Eplan's sharing functionality. Eplan Copilot does not use customer-specific data to generate responses for other customers.

AI-generated responses and chat data are stored in protected databases within the certified Eplan Cloud environment and are safeguarded through access controls, encryption, and established security measures.

Eplan leverages Microsoft cloud security capabilities and conducts regular security assessments, including penetration testing, to identify and address AI-related security risks. Vulnerabilities are managed through established vulnerability management and incident response processes to ensure timely remediation and risk mitigation.

Eplan Copilot retrieves relevant information from indexed Eplan Project Viewer projects through a secure and encrypted internal background service interface (API). The corresponding project data remains within the Eplan Project Viewer service and is not transferred to external processing environments.

Eplan Copilot uses GPT-based AI technology provided through Microsoft Azure and configured by Eplan for the Eplan Copilot service. The underlying model version may change over time as part of ongoing product development and service improvements.

Eplan Copilot uses AI services provided through Microsoft Azure. Eplan configures and operates the Eplan Copilot service within a European hosting environment, with Microsoft providing the underlying cloud and AI services. The processing of customer data by Eplan and its service providers is governed by the applicable contractual and data protection arrangements. Customer interactions and processed data are not used to train third-party foundation models.

Eplan Copilot is specifically integrated into the Eplan ecosystem and enhanced with Eplan-specific functionalities, knowledge sources and engineering-related capabilities. This enables users to benefit from AI-powered assistance tailored to Eplan workflows while applying Eplan’s applicable security, privacy and compliance measures.

Eplan Copilot leverages AI services provided through Microsoft Azure. The underlying AI capabilities are operated within Microsoft's enterprise-grade cloud environment, which offers security, privacy, and compliance controls designed for business use. Eplan has selected this platform to deliver scalable, reliable, and secure AI-powered functionality to its customers.

Eplan does not use user chat inputs to train the underlying LLM. Please note the official information from Microsoft at: Data, privacy, and security within Microsoft Foundry

Eplan continuously assesses applicable legal, regulatory and compliance requirements as part of the design, development and operation of its products and services. During the development of Eplan Copilot, Eplan considered the requirements of the EU AI Act that are applicable and relevant to the product and its intended use cases. Eplan continues to monitor regulatory developments and evaluates appropriate measures as part of its ongoing compliance processes.

Eplan Copilot is designed and operated taking into account applicable GDPR requirements. Personal data is processed for permitted purposes, protected through appropriate technical and organizational measures, and handled in accordance with Eplan’s privacy and data protection policies. In addition, Eplan operates the Eplan Copilot service within a European hosting environment to support compliance with European data protection standards.

Chat histories are retained until deleted by the user, subject to applicable technical, legal and regulatory retention requirements. Users can delete their chat history using the available user controls.

Users can delete their chat history at any time using the provided user controls. This supports data minimization principles and helps organizations align with their internal data governance, privacy, and compliance requirements. Any applicable legal or regulatory retention obligations remain unaffected.

Eplan informs users about relevant changes to Eplan Copilot through various communication channels, such as product release notes, service updates, and official documentation. Significant changes affecting functionality, security, privacy, or user experience are communicated transparently to support informed use of the service.