Document Analyst best practices

The Document Analyst feature enables an advanced agentic mode, allowing the agent to analyze uploaded documents directly within a chat session. This lets end-users provide documents for comparison, analysis, or validation against the agent’s knowledge base.

Compare documents against your knowledge base

The Document Analyst works best when it needs to compare a provided document against data in the agent’s knowledge base. Keep in mind:

• The document will only be analyzed within the chat session.
• Analysis is based on matching the document’s content to what is stored in the agent’s knowledge base.
• Before uploading, confirm the agent’s knowledge base includes all reference materials or datasets you want to compare against.
• Only one PDF can be analyzed at a time; if you upload another, the agent processes only the most recent file.
• For lengthy or multi-part documents, split content into focused PDFs to improve analysis precision.

Example use cases

🔍 Competitor pricing comparison: Upload a competitor’s pricing page and ask the agent to identify differences in pricing tiers, feature sets, or discount policies compared to your offerings.

⚖️ Compliance verification: Provide a regulatory guideline PDF and your draft policy document. Ask the agent to highlight any deviations from required standards.

👩‍💼 Resume matching: Upload a job description and ask the agent to compare it against candidate resumes stored in the knowledge base, flagging the best matches.

📋 Sales deck validation: Supply a sales pitch deck and ask the agent to verify that it accurately reflects your latest product capabilities.

✍️ Proposal drafting: Upload an RFP and instruct the agent to draft a proposal outline or full response using your existing service descriptions.

🧑‍🏫 Academic literature analysis: Provide a research paper and ask the agent to compare its findings against core literature in the knowledge base, noting agreements or gaps.

For more information, see:

• Overview of Document Analyst
• Enable Document Analyst
• Track your usage
• Action costs
• Feature limits