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Frequently Asked Questions

Questions and answers about search-based analytics on Knowi

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A lot of business users have some data literacy but not the deep syntax knowledge required to analyze data themselves. With search-based analytics, your team (or customers if you embed) can explore the data by entering questions and getting back actionable data. This will eliminate the need to go to the data science team every time someone wants to explore the business metrics or statistics. 

In short, yes. And if you are employing a complex use case we recommend it. This usually involves working with the Knowi team of solution engineers to build out custom associations and synonyms for the natural language processing engine that powers your search-based analytics. 

Yes, the Knowi platform features full embedding with either iframes or javascript. It also features white-labeling so you can replace all Knowi branding with your own. With this option, you can let your clients enter queries in plain English and get back actionable data in real time.

Frequently Asked Questions

Questions and answers about search-based analytics on Knowi

aaaa

A lot of business users have some data literacy but not the deep syntax knowledge required to analyze data themselves. With search-based analytics, your team (or customers if you embed) can explore the data by entering questions and getting back actionable data. This will eliminate the need to go to the data science team every time someone wants to explore the business metrics or statistics. 

In short, yes. And if you are employing a complex use case we recommend it. This usually involves working with the Knowi team of solution engineers to build out custom associations and synonyms for the natural language processing engine that powers your search-based analytics. 

Yes, the Knowi platform features full embedding with either iframes or javascript. It also features white-labeling so you can replace all Knowi branding with your own. With this option, you can let your clients enter queries in plain English and get back actionable data in real time.

Turn Contracts, Reports & PDFs into Live, Queryable Data

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Easily Upload Your Files​

Upload files up to 100 MB in size with a simple drag-and-drop or by selecting from your computer.

Ask Questions, Get Answers​

Use natural language to query your uploaded documents.
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Precise Source Referencing​

Easily verify and research further to pinpoint where specific information is located within your documents.
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Bring documents into Knowi in minutes, then keep them in sync.
  • Drag-and-drop upload or file picker
  • Support for PDFs, Word, Excel, text, CSV, and more
  • Connect sources like Google Drive, DocuSign, SharePoint, and OneDrive for continuous sync
Ask questions and get direct, context-aware answers, without searching or scanning.
  • Ask: “What’s the termination clause in this contract?” or “What were the key takeaways from the Q3 report?”
  • Document AI reads the content and returns precise answers grounded in the document
  • Works across long, dense docs (15–100+ pages) without manual scanning

Turn long documents into clear, actionable summaries in seconds.

  • Generate executive summaries for large documents
  • Pull key terms, risks, dates, and figures automatically
  • Save hours for legal, finance, ops, and compliance teams
Every answer stays verifiable so teams can trust what they see.
  • Answers include exact source locations inside the document
  • Jump to the relevant page, paragraph, or section
  • Makes auditing, verification, and review easy

Ask questions across multiple documents at once and compare results quickly.

  • Query multiple docs in a single question
  • Ideal for RFPs, vendor comparisons, policy packs, or folders of contracts
  • See which document each answer came from to validate and compare
Treat documents like structured data and blend them with the rest of your stack.
  • Extract key fields (amounts, dates, entities, clauses)
  • Store results as structured datasets in Knowi
  • Join document datasets with SQL, NoSQL, and API sources for blended analytics
  • Use results in dashboards, alerts, AI insights, and embedded analytics
Keep your document intelligence governed, compliant, and fully under your control.
  • Document AI runs inside Knowi, no external LLMs sending content to third-party services
  • Works with your deployment choice: cloud, on-prem, or hybrid
  • Respects your existing permissions, governance, and security model

What Is Document AI?

Document AI is Knowi’s conversational layer for unstructured content, contracts, reports, PDFs, spreadsheets, and more.
With Document AI, you can upload PDFs, Word files, Excel sheets, and text-heavy reports, then ask questions in plain English to get precise, source-backed answers instantly. The platform generates summaries and key takeaways in seconds, lets you search across multiple documents at once, and converts extracted insights into structured datasets that can be joined with SQL, NoSQL, and API data, while keeping all your data secure within your own Knowi environment.

Knowi Document AI: How it helps

Legal & Contracts

Legal teams can extract renewal dates, termination clauses, obligations, and key terms directly from contracts without manual review. Agreement changes can be summarized instantly for internal stakeholders, and multiple contracts can be compared across vendors, regions, or versions to spot inconsistencies, risks, or deviations at scale.

Finance & Reporting

Finance teams can generate concise summaries of annual reports, board decks, and financial statements in seconds. Instead of reading through 100+ pages, they can quickly surface key figures, trends, and highlights, and turn note disclosures and narrative sections into structured, analyzable fields for faster analysis and reporting.

Compliance & Policy

Compliance teams can ask questions across policy documents, SLAs, and regulatory guidance to get precise, source-backed answers. Relevant rules, procedures, and obligations can be located instantly, and all document Q&A interactions can flow into structured logs to support audits, evidence collection, and ongoing compliance tracking.

Sales & Customer Success

Sales and customer success teams can pull commitments, SLAs, pricing terms, and obligations directly from customer contracts. This makes it easy to answer questions like “What did we promise this customer?” and use contract data to power renewal planning, risk dashboards, and proactive account management.

Hundreds of clients trust Knowi

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Frequently Asked Questions

Quick answers to common questions about Knowi
Document AI lets you upload documents (like PDFs, Word, Excel, and more), ask questions in plain English, and get instant answers with source references, all inside Knowi.

Document AI supports common business formats including PDF, DOC/DOCX, XLS/XLSX, CSV, TXT, and more, up to 100 MB per file.

Yes. You can upload or sync multiple documents and ask questions across all of them. Document AI returns the most relevant answer and shows which document it came from.

Yes. Document AI runs within Knowi’s secure environment and can be deployed in the cloud or on-premise. Your documents do not leave your infrastructure, and all existing permissions and governance controls remain in place.

Absolutely. You can extract key fields from documents, save them as datasets in Knowi, and then join them with SQL, NoSQL, and API data for dashboards, alerts, and AI analytics.

If you don’t see Document AI in your Knowi sidebar yet, reach out to your Knowi account manager or support team to activate it.

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you can search, analyze, and join with SQL, NoSQL, and APIs.
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