Document AI

With Document AI, you can upload your files, ask questions, and receive precise answers directly from your content, without your data ever leaving Knowi. Whether you're working with text-heavy reports, presentations, or other documents, Document AI is here to streamline your workflow.

Key Features

• File Upload and Integration: Easily upload files up to 100 MB in size. You can drag and drop your files or upload them from your computer.
• Intelligent Querying: Ask natural language questions based on your uploaded documents, and Document AI will find and display the relevant information.
• Source Referencing: Get precise details on where information is located within your documents, making verification and further research easy.

Table of Contents:

1. How to Use Document AI
2. Google Drive Integration
3. DocuSign Integration
4. Sharepoint / OneDrive Integration

How to Activate

Reach out to your Knowi account manager to enable Document AI.

How to Use Document AI

1. Accessing the Feature

Navigate to the Document AI section within the product. You'll find it on the left side bar of Knowi. If you are not seeing the button it might not be activated for your account yet, reach out to your Knowi account manager to enable this feature.

2. Uploading Your Documents

Once you’re in the Document AI section, you can upload your documents through drag and drop, the file upload section, or Google Drive. Soon you will be able to connect to Docusign files.

• Drag and Drop: Drag your file(s) from your desktop directly into the upload area.
• File Upload: Click the "Upload" button to browse and select files from your computer.
   
• Google Drive Integration: Authorize google drive to automatically sync documents. Click here for setup instructions.
• DocuSign Integration: Authorize DocuSign to automatically sync documents. Click here for setup instructions.

Supported file types include txt, md, py, pdf, csv, xls, xlsx, docx, doc.

3. Asking Questions

Once your document(s) are ready, you can start asking questions. Type your question into the query box and hit enter. Document AI will search through your uploaded documents and return the most relevant information, along with the source location.

4. Reviewing Answers

Document AI not only provides you with the answer but also shows where in the document the information was found. You can click on the Sources > link to jump directly to that section of the document.

5. Asking Questions of Multiple Documents

You can upload and query multiple documents simultaneously. Document AI will search across all uploaded files to provide the most relevant information. This is particularly useful when working with related documents or when comparing information across different sources.

6. Managing Your Files

Navigate to the Files tab to manage your documents. On the left, you can toggle documents on or off to include or exclude them from the chat's context. On the right, you can share files with other users or delete them. To remove multiple files at once, use the blue "Delete Multiple" button at the bottom.

Tips for Best Results

• Ensure Clear Text: For the best results, ensure that your documents are clear and legible. Documents with handwritten text or poor image quality may not yield accurate results.
• Ask Descriptive Questions: The more specific your question, the more accurate your answer will be. Try to include context in your questions when possible.

Troubleshooting and Support

If you encounter any issues or have questions, our support team is here to help. Visit our Help Center (support@knowi.com) or contact us directly through the in-app support chat. Be sure to always fact-check the answers by exploring the sources directly below the answer.

Datasource Integrations

The following section provides setup instructions for Google Drive and Docusign integrations.

Google Drive Integration 

To use Google Drive integration, first authorize your Google account by clicking "Connect Google Drive" and following the authorization prompts. 

Once connected, click on the Google Drive icon to browse your files and folders just like you would in Google Drive. This is also where you can disconnect the integration if needed.

Click on files or folders and then "Select". To select more than one file at once hold down command. 

Once files have been imported you can access them and adjust their refresh frequency by clicking on the folder icon next to the google drive connection. 

You can set files to update once, daily, weekly, or monthly. By default they will be set to import once. After selecting your files and refresh schedule, click "Import Files" to bring them into Document AI. 

DocuSign Integration

To use the DocuSign integration, first authorize your DocuSign account by selecting "DocuSign" under the Upload Files section.

Select "Connect new account" and following the authorization prompts. 

Once connected, click on the DocuSign account to browse your files. This is also where you can disconnect the integration if needed.

Select files to import. You can set files to update once, daily, weekly, or monthly. By default they will be set to import once. After selecting your files and refresh schedule, click "Import Files" to bring them into Document AI. 

Once files have been imported you can access them and adjust their refresh frequency by clicking on the folder icon next to the google drive connection. 

Sharepoint / OneDrive Integration

To use the Sharepoint / OneDrive integration, first authorize your Microsoft account by selecting "Sharepoint / OneDrive " under the Upload Files section.

Select "Connect new account" and following the authorization prompts. 

Once connected, click on the MySharePoint account to browse your files. This is also where you can disconnect the integration if needed.

Select files to import. You can set files to update once, daily, weekly, or monthly. By default they will be set to import once. After selecting your files and refresh schedule, click "Import Files" to bring them into Document AI. 

Once files have been imported you can access them and adjust their refresh frequency by clicking on the folder icon next to the My Sharepoint connection. 

Conclusion

Document AI is designed to make your work with documents faster and more efficient. By following the steps above, you can easily upload, query, and navigate through your documents to find exactly what you need.