Document and visual insights AI agent

  • Release version: Xanadu
  • Updated May 31, 2025
  • 1 minute to read

    • The document and visual insights AI agent gathers context from user input and image attachments, generates the requested information based on the image content, and provides the information along with any relevant task details.

    Document and visual insights AI agent overview

    The document and visual insights AI agent performs tasks to process documents and images.
    Data extraction
    Extract specific information using existing use cases.
    Attachment summarization
    Summarize the key topics of document and image attachments.
    Document question answering (Q&A)
    Answer questions about the document or image content.

    The document and visual insights AI agent is not typically used in standalone mode and any use case can access it.

    For more information on AI agents, see Now Assist AI agents.

    AI agent actions

    When used, the agent may attempt the following actions:
    • Determine the type of task to perform based on information provided by the user.
      • Data extraction
      • Attachment summarization
      • Document question answering (Q&A)
    • Retrieve the relevant record details.
    • Initiate the process based on the type of task.
    • Provide the task results as directed.
    • Notify the user of task completion and next steps.