How to Collaborate Archives - DocXter Resources

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Introduction(s)

3

Meet Dox!
What is DocXter?
What does it Do?

Who Uses DocXter?

4

Who Does it Help?
Teams
Professionals
Students

AI-bilities

9

DocXter’s Capabilities
AI Powers
Chat Controls
AI Objectives
OCR (Optical Character Recognition)
Bring Your Own API key
AI Model Selector
Real-time Collaboration
Other Benefits

Getting Started with DocXter

4

Create Your Account
Onboarding
Email Verification
Types of Emails You’ll Receive

AI Agents

13

What are AI Agents?
Creating Your AI Agent
Human Resources
Research and Analysis
Content Creation
Customer Service
Legal and Compliance
Sales
Marketing
Education and Training
Engineering
Product Management
Project Management

Interacting with DocXter

11

Interacting With DocXter
Sign Up/Sign In
Dashboard
Uploading a New Document
Uploading Multiple Documents
Chat Window
Interacting with Documents Through Knowledge Base
Renaming Collections and Deleting Documents
Changing AI Agents
Chat Controls
Reset Password

Managing Your DocXter Account

1

Managing Your DocXter Account

Chat Personalization

5

Chat Controls
Language Feature
AI Model Selector
Tone
Custom Prompt

Which AI Models to Choose?

7

AI Model Cards
Which AI Model To Choose?
High Memory Tasks
Creative Text Formats
Context-Heavy Tasks
Short Text and Quick Responses
General Purpose Models

Prompting with DocXter

2

Making the most out of DocXter
Dos and Don’ts

Uploading Multiple Documents

1

Uploading Multiple Files to DocXter

How to Collaborate

3

How to Collab
Error While Inviting a Team Member
Removing Collaborated Documents

Bring Your API Key

2

What is BYOK?
How to Integrate your API Key

Additional Settings

1

Pushing the Boundaries of Document Intelligence

Knowledge Base

2

Knowledge Base: Manage and Organize Your Knowledge
Step-by-Step Guide to Using Knowledge Base

Troubleshooting & Support

2

Document Processing Stuck / File Not Read
Solving Errors

Glossary

1

Some Words, Good to Know

Credit Utilization

4

What are Credits?
Where are Credits Utilized?
Credit Utilization for AI Agents
Tips to Use Your Credits Efficiently

Home
Knowledge Base
How to Collaborate

How to Collaborate

How to Collab
Error While Inviting a Team Member
Removing Collaborated Documents

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