Configure Document Analyst

What are Document Analyst settings?

Document Analyst settings allow you to customize upload restrictions for each individual agent. You can control which file types are allowed, maximum file sizes, number of files per message, word count limits, and image size limits.

In simple terms: Customize what files users can upload to each agent based on your needs.

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What you can customize:

• Which file types are allowed (PDF, Word, images, etc.)
• Maximum file size per upload
• Number of files per message
• Maximum word count per upload
• Maximum image dimensions

Default settings: New agents use your account's maximum limits by default.

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You can set limits lower than your account allows, but never higher. Your account plan determines the maximum ceiling for all settings.

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How to configure Document Analyst settings

1. Click the three dots (⋮) next to the agent you want to configure and select Actions from the dropdown menu.

2. Find Document Analyst in the actions list

3. Click the three-dot menu (⋮) next to Document Analyst

4. Select Configure

4. In Configure Settings, locate Allowed file types

5. Select which file types users can upload (PDF (.pdf), Word (.docx, .doc), OpenDocument (.odt), Plain text (.txt), Images (JPG, JPEG, PNG, WebP). All three types are selected by default.

6. Locate Max allowed file size setting

7. Use the slider or enter a number directly to set the limit between 1MB and your account's maximum (default: 5MB)

7. Locate Max files per prompt setting

8. Use the slider or enter a number directly to set between 1 and your account's maximum. (Premium default: 1 file & Enterprise default: 3 files)

9. Locate Allowed file length setting

10. Use the slider or enter a number directly to set between 500 words and your account's maximum (default: 3,000 words)

11. Locate Allowed max image size setting

12. Use the slider or enter a number directly to set between 256px and your account's maximum (default: 256px)

13. Click Save Settings to apply settings to this agent

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How It Works

Per-Agent Customization

Each agent can have different Document Analyst settings. For example:

• Your FAQ agent allows only PDF files up to 2MB
• Your support agent allows all file types up to 5MB
• Your technical agent allows 3 files per message

Account Limits Are Maximum

You can always set limits lower than your account allows, but never higher:

• If your account allows 5MB, you can set an agent to 3MB (but not 10MB)
• If your account allows 3 files, you can set an agent to 1 file (but not 5 files)

What Happens When Limits Change

If your account plan changes (upgrade or downgrade), the most restrictive limit always applies:

• Agent setting: 10 files allowed
• Account downgrades to 1 file maximum
• Result: Agent enforces 1 file limit

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Common Use Cases

Restrict file types for specific agents: Your HR agent only needs to accept resumes, so you allow only PDF and Word documents while disabling images.

Lower file size for simple agents:Your FAQ agent handles simple questions, so you set a 2MB limit instead of the default 5MB to prevent large uploads.

Enable multi-file for complex analysis:Your document review agent needs to compare multiple contracts, so you enable 3 files per message for Enterprise users.

Reduce word count for quick questions:Your quick-answer agent handles brief queries, so you set a 1,000-word limit instead of 3,000 words.

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Request Higher Limits

Enterprise customers can request higher limits by contacting our sales team.

Available extended limits:

• File size above 5MB
• Word count above 3,000 words
• Up to 10 files per message
• Image resolution above 2048px

Contact your account manager to discuss custom limits for your use case.

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Note: Extended limits are available for Enterprise customers only.