AI Agent Guidelines

Note: This feature is only available on enterprise and credit accelerate plans

What are AI agent guidelines?

You can now provide broad guidelines to your Models to get better data extraction accuracy. Think of them as special instructions that guide the AI to handle complex or unique business requirements, ensuring more accurate and context-aware data extraction.

This feature is perfect for scenarios where data extraction rules change based on context, such as a vendor, a specific template, or other user-defined conditions.

How do I access it?

AI agent guidelines can be accessed in two ways

From the AI training section
From the API

What are example usecases?

Special template instructions

You can now provide special instructions to your models.

If the vendor is XYZ, then the invoice_amount does not include taxes

If invoice is from Europe, total tax should include sum of all VAT rates

If buyer is ABC, then shipping method is always Fedex Priority

Page filtering

Let's say you only want to extract info from certain pages, you can now provide an AI agent guidelines to do this.

Only extract data if the page is an invoice. For non-invoice pages, return an empty JSON (). Use clear indicators like "Tax Invoice", "Invoice Number", or similar invoice-specific terms to identify invoice pages. If unsure, do not extract anything.

Handling Conflicts and Ambiguity

Clear and consistent guidelines will provide the highest accuracy. Model accuracy can suffer if it receives conflicting guidelines or if a guideline contradicts its past training examples. In such cases, the extraction results may vary on a case-by-case basis.

The key to avoiding this is to provide clear, specific, and unambiguous instructions. Always review your guidelines to ensure they are logical and do not create contradictions within your extraction rules.