Kodexa AI

Welcome to Kodexa

Kodexa terminology, concepts and tutorials

Kodexa App

Learn how Workspaces are a key part of Kodexa

Introducing Workspaces

Learn to work with the sidecar for labeling and review

Introducing the Document Sidecar

Studio

Learn about Data Definitions, their purpose, and some key concepts

Introducing Data Definitions

Learn how you can use expressions to set the value of a data element

Using Expressions

Learn how you can use structured filters to build complex queries

Using Structured Filters

Learn how you can use validations to check your data

Using Validations

Learn more about Guidance and how it works

Using Guidance

Learn more about how to set-up a kiosk to support review

Working with Kiosks

Learn more about how you can use features to guide the AI to find your data

Data Definition for AI

Learn how you can integrate external data in your data definition

Working with External Data

Learn how you can help AI understand more and get data right

Helping AI understand your data

Learn how AI responses need to be reviewed and how to use attribution

Understanding AI Accuracy

Learn the concepts and approaches to normalizing your data

Normalizing your Data

Learn how you can build formula in your data definitions

Using Formula

Defining your Data

Learn how assistants have label properties and how to use them

Introducing Label Properties

Defining the structure for your data extraction

Data Definitions

Learn the concepts behind Document Stores and how to work with them

Introducing Document Stores

Learn how you can use an explain plan to understand document analysis

Explain Plan

Learn how you can quickly filter and navigate using labels

Navigating using Labels

Learn about some of the concepts and drive the way you work with Kodexa

Labeling, Chats and Guidance

Learn how you can use document tags to manage your workflow

Document Tags

Interacting with the documents in your workspace

Document View

Learn how you can build and edit a project data flow

Project Data Flows

Email Delivery for Document Stores

Learn more about data forms and how to build and use them

Data Forms

Notifications

Learn more about how to use automated document assignment rules

Automated Document Assignment

Leveraging Spring Expression Language (SpEL) for Custom Subscriptions in Kodexa

Using Custom Subscriptions

Review Templates

Learn more about connections and subscriptions for Assistants

Understanding Connections

Data Flow

Learn the concepts behind data forms, prebuilt forms and beyond

Introducing Data Forms

Create custom Interfaces for Workflow users to view data efficiently

Learn how you to talk to documents in Kodexa

Introducing Document Chat

Use AI to interact with individual documents

Document Chat

Learn how you can use tasks as the cornerstone of your workflow

Working with Tasks

Workflow

Adminstration

Learn how you can obtain a personal API Key

Using Personal Access Tokens

Learn how information from your profile is used in Kodexa

Managing your Profile

Your Profile

Learn about Organizations, their purpose, and some key concepts

Introducing Organizations

Converting an existing project into a new template to re-use

Creating Project Templates

Learn how you can use a template to start a project

Creating a Project from a Template

Learn about Projects, their purpose, and some key concepts

Introducing Projects

Learn how to use Project Status in Kodexa

Working with Project Status

Learn how to control access using Organizational Memberships

Introducing Organization Memberships

Learn how to use project tags to organize projects in your organization

Project Tags

Learn how to manage project templates in your organization

Managing Project Templates

Add User to an Organization

Hot Keys

Understanding how AI credits work in Kodexa

Learning about AI Credits

Organizations

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