Document Analyst - Overview
Document Analyst
Document Analyst is a CustomGPT.ai feature that lets users analyze documents during conversations. Users can upload a file directly in chat, or ask the agent to read a specific document already stored in your knowledge base. In both cases, the agent analyzes the document against your knowledge base to deliver contextual responses.
Three modes
User uploads only
Users attach a file in the chat input and ask questions about it. The agent reads the file and combines its content with your knowledge base to generate a response. Files are available for the duration of the session only and are not added to your knowledge base.
Supported file types: pdf, docx, doc, odt, txt, jpg, jpeg, png, webp
For image files, the agent uses AI vision to interpret the content - reading diagrams, screenshots, or scanned pages the same way it reads text documents.
Knowledge base only
The agent reads a specific document already in your knowledge base from start to end, rather than searching across fragments. Users reference the document by name in their prompt - for example, "Summarize the August Report" or "Tell me more about that research document you mentioned."
The agent detects the document reference, locates the file, and performs a full read. If the document cannot be found, the agent asks the user to clarify.
For knowledge base documents that are images (jpg, jpeg, png, webp), the agent automatically processes them with AI vision at query time. No configuration is needed.
User uploads + knowledge base
The agent combines a file attached by the user with a document already in your knowledge base. The user uploads a file in the chat input and references a knowledge base document by name in the same prompt. The agent performs a full read of the knowledge base document and reads the uploaded file, then uses both sources together to generate a response. The uploaded file is available for the duration of the session only and is not added to your knowledge base.
Availability
Document Analyst is available on Standard, Premium, and Enterprise plans. It works across web, mobile, embedded widgets, Slack, and API deployments.
Related articles
- Enable Document Analyst
- Configure Document Analyst Settings
- How Document Analyst answer relevance works
- Document Analyst Best Practices
- Document Analyst Limits
- Track Document Analyst Usage
Updated 15 days ago