AI Document Intelligence Platform: Complete Guide

How does the multi-agent pipeline work?

Every job runs through specialized agents in sequence: the Classifier identifies document types, Extraction agents pull structured data using your custom schemas, the Cross-Reference Agent compares data across document types attribute by attribute, and the QA Agent reviews everything to generate a summary and flag critical findings. You configure each step — define what to extract, how to validate, and what to cross-reference.

What features does Customiser offer?

Core capabilities include:

• Configurable AI Agents: Define extraction schemas with custom prompts, JSON output formats, and summary logic. Save as reusable job types.
• Multi-Agent Pipeline: Classifier, Extraction, Cross-Reference, QA, and Report agents work in sequence on every job.
• Document Cross-Referencing: Compare extracted data across document types attribute by attribute — specs vs BOMs, drawings vs orders, certs vs requirements.
• Knowledge Bases: Build structured reference databases (customer specs, supplier directories, material catalogs, pricing data) that agents use during analysis.
• AI Document Processing: Extracts data from PDFs, spreadsheets, images, Office documents, and plain text. Up to 50 documents per job.
• Credit-Based Pricing: Creating schemas and Knowledge Bases is free. Credits are used only when agents analyze documents.

What is a Knowledge Base in Customiser?

A Knowledge Base is a structured reference database you build inside Customiser — customer specs, supplier directories, material catalogs, pricing data. Agents use this during analysis to validate findings against your actual business standards. For example, a Knowledge Base containing your approved supplier list lets the Cross-Reference Agent flag any extracted supplier that doesn't match your approved vendors.

Who uses Customiser?

Any industry with complex technical documents. Current users include manufacturing companies extracting BOMs from engineering drawings, construction firms automating submittal reviews, oil & gas teams verifying mill test certificates, automotive suppliers managing PPAP documentation, electronics manufacturers scrubbing BOMs for obsolescence, pharma companies tracking compliance documentation, food manufacturers building FSMA 204 traceability, and logistics teams processing customs documents. You configure agents for your specific document types and terminology.

How does Customiser process documents?

Upload your document set (up to 50 documents per job), pick a job type or mix and match schemas, and run the job. Agents work in sequence: classify each document, extract structured data according to your schemas, cross-reference extracted data across document types, run QA checks, and generate a report. Results include a summary with critical findings, detailed extraction data with side-by-side document viewing, cross-reference match results, and downloadable structured output.

What are the benefits of using Customiser?

Key benefits include: 80% reduction in manual document review time, structured, comparable data from inconsistent document formats, cross-reference verification that catches mismatches humans miss, complete audit trail for compliance and traceability, configurable to any industry's document types and terminology, and operational in under 30 minutes. Credit-based pricing means you only pay when agents analyze documents.

How does Customiser ensure data security?

Enterprise-grade security with end-to-end encryption (TLS in transit, AES-256 at rest), SOC 2 Type II compliance, GDPR compliance, role-based access controls, data residency controls, and complete audit trails. All documents and extracted data are stored in secure, geographically distributed data centers with automatic backups and disaster recovery capabilities.

Can Customiser integrate with existing systems?

Yes. Customiser offers REST APIs, webhooks, and pre-built connectors for major ERP systems including SAP, Oracle, Microsoft Dynamics, and NetSuite. This enables automated workflows where extracted document data flows directly into your existing systems without manual intervention.

How much does Customiser cost?

Customiser uses credit-based pricing. Creating extraction schemas and Knowledge Bases is free — you only use credits when agents analyze documents. This means you can configure and test your setup at no cost, then scale usage based on actual document processing volume. Contact Customiser for detailed pricing tailored to your needs.

How long does it take to get started?

Teams are operational in under 30 minutes. Set up extraction schemas and agent bundles that match your documents and workflows, use the defaults or build your own from scratch, save them as reusable job types, and run your first job immediately. No lengthy implementation, custom development, or training period required.

How does Customiser handle BOM extraction and cross-referencing?

A manufacturing engineer uploads engineering drawings alongside purchase orders and supplier quotes. The Extraction agents pull structured BOM data from each document type using configured schemas. The Cross-Reference Agent then compares extracted line items across document types — matching part numbers, quantities, materials, and specifications attribute by attribute — flagging discrepancies before production begins.

How does Customiser automate submittal reviews?

A construction project manager uploads submittals alongside project specifications. Extraction agents pull specs from each submittal, and the Cross-Reference Agent compares them against the project requirements stored in a Knowledge Base. The QA Agent flags non-compliant submittals with specific attribute mismatches, reducing rejection rates and review cycles.

How does Customiser verify compliance documentation?

A quality manager uploads mill test certificates alongside EN 10204 requirements, or PPAP packages alongside automotive standards. The extraction schemas are configured for each document type. Agents extract the relevant data fields and the Cross-Reference Agent validates each certificate against the compliance standard, generating a pass/fail report with detailed findings for every required attribute.

How does Customiser process supplier quotes?

A procurement team uploads 15 supplier quotes in different formats — PDFs, spreadsheets, emails. Extraction agents pull pricing, lead times, and specifications from each using a shared schema. The result is a standardized comparison table with structured data from every quote, enabling side-by-side analysis across all suppliers in minutes instead of days.

Supported Document Formats:

PDF, Excel (.xlsx, .xls), CSV, Word (.docx), Email (EML, MSG), Images (PNG, JPG), plain text

Deployment Options:

Cloud-based SaaS, Private cloud, On-premises (enterprise)

Browser Support:

Chrome, Firefox, Safari, Edge (latest versions)

API Availability:

RESTful API, Webhooks, GraphQL (enterprise)

Compliance & Certifications:

SOC 2 Type II, GDPR, ISO 27001, ITAR compliant (for aerospace/defense)

Document Limits:

Up to 50 documents per job