AI Agent guidlines

This help doc contains the feature description of 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

How do I access it?

AI agent guidelines can be accessed from 2 ways

  1. From the AI training section
  2. From the API

What are example usecases?

Improving accuracy

You can now provide nuances or broad direction to your models.

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

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.

We are sending you the OCR text from a multipage pdf where we only want to extract data from invoice pages. Only extract data if the page is an invoice. If the OCR text is from a non-invoice page, 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.tract