Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Ask Your Document
Chat with your documents within Salesforce, in any language!
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Business Need
- Contract ManagementAccountingHuman Resources
- Requires
- Platform Cloud
Ask Your Document allows users to chat with files directly within Salesforce. It helps users to quickly answer questions regarding documents, without the need to go through the whole file or external file transfer.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Ask Your Document/1.17 1.17.0
- Listed On
- 11/15/2023
- Latest Release
- 11/22/2023
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 2Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 4App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
Ask Your Document allows users to have a natural language chat conversation with documents attached to any Salesforce record, in any language. App support multiple file formats, including PDF and even paper-based scanned documents. The app offers a user-friendly interface to utilize generative AI within Salesforce by asking questions about document content, asking to summarize information, asking to provide specific information or extract required content, and asking information about documents in any foreign language. The app can be easily installed from AppExchange without the need for extensive setup.
Need help?
Aquiva Labs, LLC
Portsmouth, NH