Guides

Configure Document Analyst

Before you start

Document Analyst must be enabled before you can configure it. Refer to Enable Document Analyst for more information.

Open the configure modal

  1. Click the three-dot menu next to your agent and select Actions.
  1. Click the three-dot menu next to the Document Analyst card and select Configure.
  1. Select which mode to enable:
OptionWhat it enables
User uploads onlyUsers can attach files in the chat input
Knowledge base onlyAgent reads specific documents from your knowledge base
User uploads + knowledge baseBoth modes are available
  1. Click Show advanced options.
  1. Adjust the settings for your selected source:

User uploads only

SettingDescription
Improve relevanceReorders document sections by relevance before the agent reads them. Disable if users need documents read sequentially from start to end.
Allowed file typesFile formats users can upload. Options: pdf, docx, doc, odt, txt, jpg, jpeg, png, webp.
Allowed file sizeMaximum file size per upload. Range: 1MB to your account limit. Default: 5MB.
Allowed files per promptNumber of files a user can attach in a single message. Default: 1 (Premium), 3 (Enterprise).
Allowed document lengthMaximum words processed per file. Range: 500 to your account maximum. If a document exceeds the allowed word limit, the agent reads up to that limit only. Content beyond it is not
included in the response.
Allowed image sizeMinimum pixel dimensions for uploaded images. Default: 256px.

Knowledge base only

SettingDescription
Improve answer relevanceReorders document sections by relevance before the agent reads them. Disable if users need documents read sequentially from start to end.
Allowed document lengthMaximum words processed per file. Range: 500 to your account maximum. If a document exceeds the allowed word limit, the agent reads up to that limit only. Content beyond it is not
included in the response.
  1. Click Save Changes.

Related articles


Updated 10 days ago