Guides

Document Analyst best practices

Upload & Analyze

Make sure your knowledge base has relevant content before users upload files. The agent compares the uploaded file against your knowledge base. If the knowledge base is empty or missing related content, the analysis will be less useful.

Uploading a new file replaces the previous one. Only one uploaded file can be analyzed at a time. If a user uploads a second file, the first is no longer available in that session.

Split large documents. If a document exceeds the word limit, content beyond the limit is cut off. Break large files into focused sections to stay within the limit and improve accuracy.

If the document is already in your knowledge base, don't upload it. Use Analyze from knowledge base mode instead - reference the document by name and the agent will read it directly. This avoids unnecessary uploads and gives more accurate results.

Analyze from knowledge base

Add documents to your knowledge base in full. The agent reads each document up to the word limit. If the source document was already cut short before it was added to the knowledge base, that content is permanently unavailable.

Reference documents by name in prompts. Requests like "Summarize the Q3 report" or "Tell me more about that document you mentioned" help the agent identify the right file. Vague references may result in the agent asking for clarification.

Use cases

  • Competitive analysis: upload a competitor's product sheet and compare it against your own documentation
  • Compliance verification: check a submitted document against your compliance guidelines stored in the knowledge base
  • Resume screening: analyze a candidate's CV against a job description or hiring criteria
  • Sales material validation: verify a proposal or pitch deck against internal standards
  • Proposal development: compare a draft proposal against previous winning proposals in your knowledge base
  • Academic research: cross-reference an uploaded paper against existing research in your knowledge base

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Updated 7 days ago