TL;DR
Document Analyst is a new Agentic Action that lets users upload files directly in chat and analyze them against your organization’s entire knowledge base.
- Upload any text or image file — contracts, transcripts, resumes, schematics — directly in chat
- Your agent cross-references the uploaded file against everything in your knowledge base
- Every answer is cited and grounded in your data, not generic AI output
- Supports images too — photos, blueprints, and schematics understood in context
- Available on Premium and Enterprise; works on all deployment types including API
Enable it from your agent’s Actions page with a single toggle.
You can now upload files in chat, and have your Agent analyze them against its entire knowledge base.
Simply toggle on the new Agentic Action, Document Analyst
Upload any text or image file(s) – transcript, contract, resume, photo, schematic – and analyze it against everything your organization knows.
Or upload several at once and compare them side-by-side.
Tools like ChatGPT and Claude can summarize your document, but they don’t have your full company knowledge and policies at their disposal.
They give generic answers.
Your agent, powered by Document Analyst, gives answers based on your knowledge — without hallucinating.
Businesses like yours already have this in action
Many of our early-access customers gave Document Analyst a try during the beta, and these are use cases where they found the most success:
- Financial analysis – Investors are uploading earnings call transcripts and pulling out KPIs, cash flow trends, and value creation signals – all filtered through their own valuation frameworks.
- Compliance pre-check – Compliance teams drop in marketing materials and get instant flags against their regulatory guidelines. Human review still happens, just faster.
- Contract review – Legal uploads vendor agreements, checks them against their standard templates, and spots what’s missing or off before anyone signs.
- Candidate screening – HR compares batches of resumes against job requirements using their own hiring criteria. Hours of screening, gone.
- Framework application – Consultants and students upload real-world case studies and apply proprietary methodologies to them on the spot.
- Technical support – Engineers drop in spec sheets or incident reports and cross-reference against SOPs and troubleshooting guides without digging through folders.
- Content transformation – Marketing takes dense technical reports and turns them into on-brand blogs and emails using their voice guidelines.
You can find more ideas and real-world examples in the Document Analyst Best Practices User Guide.
And it’s not just text
Document Analyst sees images too – and understands them in the context of your knowledge base. Here’s an example of what you can do:
- Upload a property photo and find similar listings across your database.
- Share a technical schematic and analyze it against your engineering documentation.
- Snap a product image and verify it matches catalog specifications.
Hours of work. Minutes to complete.
You know that compliance review that usually takes half a day? Or the context you’d need to grab from three different colleagues before you could even start? That’s all baked in now.
Your team spent years building institutional knowledge. Now it’s available for every single file someone uploads.
Finally, every answer comes with citations — so you’re never blindly trusting the AI. You can verify every statement.
How to enable
Simply go to your agent’s Actions page and switch the toggle. Your users will see an attachment icon in chat. They will be able to upload their documents, ask, and get answers grounded in your business data. Available on Premium and Enterprise and works on all deployment types – including API.
Connect with us
If you want to see how other businesses are using Document Analyst to transform their workflows, or share your own use cases, join the CustomGPT.ai Slack Community today.
Frequently Asked Questions
How is Document Analyst different from ChatGPT or Claude for business document review?
Can you use Document Analyst in automated document workflows through an API?
Are Document Analyst file uploads separate from your agent’s main knowledge base?
How can you reduce generic or unsupported outputs when reviewing sensitive documents?
What is the best way to compare multiple files side by side in Document Analyst?
Will uploaded documents stay private, and are they used to train the model?
Where is Document Analyst, and will users see the upload button in the web widget?
Related Resources
These pages offer useful context for exploring document analysis and knowledge retrieval with CustomGPT.ai.
- AI Document Assistant Guide — A practical walkthrough for using an AI assistant to work with documents more efficiently.
- Enterprise Knowledge Search — An overview of how CustomGPT.ai helps teams find accurate answers across large internal knowledge bases.
- Document Analysis Chatbot — Learn how a chatbot can analyze uploaded files and respond with relevant, contextual answers.
Want to Analyze Any Document Against Your Company Knowledge?
Upload any file in chat and get cited answers from your organization’s entire knowledge base — with citations on every response.
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