You can now upload files directly in chat and have your CustomGPT.ai agent analyze them against its entire private knowledge base.
Simply toggle on the new Agentic Action: Document Analyst, upload your files, and ask questions.
Your agent will analyze each document using your organization’s data, policies, and standards — not generic internet knowledge.
Analyze Any Document Using Your Business Knowledge
Upload any text or image file — transcripts, contracts, resumes, photos, schematics — and analyze it against everything your organization already knows.
You can:
- Upload a single file for deep analysis
- Upload multiple files and compare them side-by-side
- Ask questions grounded entirely in your proprietary data
Tools like ChatGPT or Claude can summarize documents, but they don’t understand your internal frameworks, compliance rules, or institutional knowledge. They give generic answers.
Your CustomGPT.ai agent, powered by Document Analyst, gives your answers — grounded in your data, with no hallucinations.
How Businesses Are Using Document Analyst Today
Many early-access customers tested Document Analyst during beta. Here are the use cases where it delivered the biggest impact:
- Financial analysis: Investors upload earnings call transcripts to extract KPIs, cash-flow trends, and value-creation signals — filtered through their own valuation frameworks.
- Compliance pre-checks: Compliance teams drop in marketing materials and instantly flag issues against regulatory guidelines. Human review still happens — just much faster.
- Contract review: Legal teams upload vendor agreements, compare them to standard templates, and spot missing clauses or red flags before signing.
- Candidate screening: HR teams compare batches of resumes against job requirements using their own hiring criteria — eliminating hours of manual screening.
- Framework application: Consultants and students upload real-world case studies and apply proprietary methodologies instantly.
- Technical support: Engineers analyze spec sheets or incident reports against SOPs and troubleshooting guides without digging through folders.
- Content transformation: Marketing teams convert dense technical reports into on-brand blogs and emails using their voice and style guidelines.
You can find more ideas and real-world examples in the Document Analyst Best Practices User Guide.
Document Analyst Understands Images Too
Document Analyst isn’t limited to text. It also understands images — and analyzes them in the context of your knowledge base. Examples include:
- Uploading a property photo to find similar listings in your database
- Analyzing technical schematics against engineering documentation
- Verifying product images against catalog specifications
What used to take hours — or coordination across multiple teams — now takes minutes.
Built for Trust, Speed, and Accuracy
Your team has spent years building institutional knowledge. Document Analyst makes that knowledge instantly available for every document someone uploads.
Every response includes citations, so you can verify exactly where each insight comes from. You’re never blindly trusting AI — you’re validating it.
Document Analyst must be enabled for your agent before users can upload files.
How to Enable Document Analyst
1. Go to your agent’s Actions page.
2. Find Document Analyst.
3. Toggle it On.
4, Your users will immediately see an attachment icon in chat and they can upload documents, ask questions, and receive answers grounded in your business data.
Document Analyst is available on Premium and Enterprise plans and works across all deployment types — including API.
Connect With Us
Want to see how other businesses are transforming their workflows with Document Analyst — or share your own use cases? Join the CustomGPT.ai Slack Community today.
FAQs
Q: What is the Document Analyst?
A: The Document Analyst is a powerful agentic feature that allows end-users to upload files directly into a conversation with your CustomGPT.ai agent. The agent then analyzes the document against its private knowledge base – your data, your guidelines, your standards – to deliver contextual insights that generic AI tools simply cannot provide.
Q: What makes Document Analyst different from uploading files to ChatGPT or Claude?
A: Generic AI tools analyze your document in isolation – they don’t know your business context. Document Analyst evaluates every file against your CustomGPT.ai agent’s private knowledge base, giving you analysis grounded in YOUR regulations, YOUR standards, and YOUR institutional knowledge. Generic AI gives generic answers. Your AI agent gives YOUR answers.
Q: Who is the Document Analyst for?
A: Document Analyst is designed for businesses that want to save time on document review tasks and/or monetize intelligent document analysis for their customers. Ideal use cases include compliance verification, contract review, resume screening, competitive analysis, quality inspection, and any workflow where documents need to be evaluated against established.
Q: What file types can I upload?
A: Document Analyst supports PDF (.pdf), Word documents (.docx, .doc), OpenDocument (.odt), plain text (.txt), and image formats including JPG, JPEG, PNG, and WebP.
Q: What is the maximum file size?
A: Premium plan users can upload files up to 5MB. Enterprise customers can request extended file size limits through their account manager.
Q: Is there a limit on document length?
A: Yes. Document Analyst processes up to 3,000 words per document on Premium plans. Content beyond this limit is automatically truncated. Enterprise customers can request extended word limits.
Q: Can I upload multiple documents at once?
A: Yes. Premium plans support uploading 1 file per prompt by default. Enterprise customers can enable multi-file uploads – up to 3 files per prompt by default, with a maximum of 10 files available upon request. Note that the word/token limit applies to all files combined, not per file. Files are processed in the order uploaded until the limit is reached.
Q: How does the word limit work with multiple files?
A: The 3,000-word limit (or your custom enterprise limit) applies to all uploaded files combined, not per file. Files are processed in the order they’re uploaded. If your combined content exceeds the limit, later files may be partially or fully truncated.
Q: How does Document Analyst handle images?
A: Document Analyst features Advanced Vision Intelligence. When you upload an image, the AI uses your specific question to deeply understand the visual content – far beyond generic image description. This enables precise analysis of complex visuals like technical schematics, architectural blueprints, and product photos.
Q: What image use cases does Document Analyst support?
A: Supported use cases include analyzing architectural plans and blueprints against building codes, comparing product photos against catalog specifications, interpreting charts and graphs from reports, reviewing screenshots of software or error messages against troubleshooting guides, understanding scientific and technical diagrams, and matching real estate or product images against your visual knowledge base.
Q: Can Document Analyst search for similar images in my knowledge base?
A: Yes. If your knowledge base includes vision-processed images, Document Analyst can compare uploaded photos against them – enabling powerful use cases like finding similar real estate properties, matching products across catalogs, or identifying visual patterns.
Q: How do I enable Document Analyst?
A: Go to your agent settings, click Actions, find Document Analyst, and toggle it On. That’s it – your users will immediately see an attachment icon in the chat interface.
Q: How do users upload files?
A: Users click the attachment icon next to the chat input field, select their file, and send their question. The agent analyzes the document and responds with contextual insights.
Q: Does the agent explain its reasoning?
A: Yes. Document Analyst provides chain-of-thought reasoning, showing you how it reached its conclusions and which sources from your knowledge base informed its analysis.
Q: Are uploaded files stored permanently?
A: No. Files are only stored temporarily during processing. They are not added to your agent’s knowledge base and are not retained after the session.
Q: Which plans include Document Analyst?
A: Document Analyst is available on Premium and Enterprise plans. Standard plan users do not have access to this feature.
Q: How does Document Analyst affect my query usage?
A: Document Analyst uses advanced multi-step reasoning, which requires more computational resources. Each document analysis counts as 10 queries (1 base query + 9 agentic action cost). Enterprise customers can negotiate custom pricing based on volume.
Q: Is Document Analyst available via API?
A: Yes. Document Analyst is fully supported through the CustomGPT.ai API, enabling seamless integration into your existing applications and workflows.
Q: Does Document Analyst work on mobile devices?
A: Yes. Document Analyst works everywhere your CustomGPT.ai agent is deployed – web, mobile, embedded widgets, Slack, and API integrations.
Q: Can enterprise customers get higher limits?
A: Yes. Enterprise customers can request extended limits for file size, document word count, and image resolution. Contact your account manager to discuss custom configurations.
Q: Is custom pricing available for high-volume usage?
A: Yes. Enterprise plans offer volume-based pricing with custom agentic action modifiers. High-volume users can achieve significantly lower per-analysis costs.
Q: How secure is Document Analyst?
A: Security is a top priority. Uploaded files are processed in a secure environment and stored only temporarily during analysis. Files are never added to the agent’s permanent knowledge base or shared with other users.
Q: Who can see the files I upload?
A: Only you. Uploaded files are accessible only within your conversation session. Neither the agent’s owner nor CustomGPT.ai administrators can view files uploaded by end-users.
Q: What happens if I upload an unsupported file type?
A: The system will display an error message and prompt you to upload a supported file format (PDF, Word, ODT, TXT, or image files).
Q: What happens if my document exceeds the word limit?
A: Content beyond 3,000 words is automatically truncated. The agent analyzes only the first 3,000 words. For longer documents, consider splitting them into sections or contact your account manager about extended limits.
Q: What if my file is larger than 5MB?
A: Files exceeding 5MB will be rejected with a “File too large” message. Compress your file or split it into smaller sections. Enterprise customers can request higher limits.