Document AI

Overview

The Document AI connector performs two distinct AI-driven operations, each with its own configuration:

Document AI helps you transform scanned and image-based documents into structured data using Optical Character Recognition (OCR) and intelligent data extraction. It is available as built-in AI agents, so you can start testing and using it immediately.

Key Features

Document AI built-in agents include:

• OCR support for multiple languages

• Intelligent field detection (e.g., names, dates, invoice numbers)

• Integration with business systems (CRM, ERP)

• Document validation using AI rule engine

• Export to structured formats (JSON, CSV, etc.)

• No training dataset needed

Supported Platforms

Each built-in Document AI agent shows Supported Platforms (channel icons). These icons indicate where the agent can be used (e.g., Web Widget, WhatsApp), based on what is enabled in your environment.