Report AI Features
Report AI Features
DocMgt also provides certain AI Reporting Actions — AI-powered actions that live in the reports to provide assistance in explaining or interpreting the report or help resolving issues based on the report. These are classified as End User AI features for billing purposes.
How they differ from the end-user / builder AI
The Reporting AI features that are built specifically for helping within the report itself. They are used primarily for interpreting the information and, in some cases, taking action based on the report. If you see a sparkle icon in the report, that means an AI assistant is ready to help.
What they have in common with the rest of AI
Every AI workflow action shares the same fundamentals as the rest of DocMgt AI:
- Tokens - Each call consumes tokens. AI workflow usage is shown on the AI Workflow report and is billed separately from other AI tokens — see AI Tokens & Limits. Having AI Workflow tokens separated from End User and Builder tokens keeps workflow running ever after other token limits have been hit.
- Quality levels - Most actions offer a quality choice (typically Economy / Balanced / Maximum, or Balanced / Maximum). Higher quality reads more carefully but costs more tokens. Each action's help page describes its options.
- Fees and verification - AI work may incur extra fees — check with your sales rep. And, as with every AI feature, results should be verified; for high-stakes data, validate against a lookup or require human review downstream.