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Answers general questions about the Base64 Document AI platform, concepts, and features.

What is a Flow and how is it used?

A Flow is a workspace that groups documents, processing settings, and access controls. It helps organize ingestion, model runs, and reviews.

Scan Document from URL

Fetches a document from a URL, classifies it, and extracts fields (optionally using a specific Flow).

Scan this document and extract the fields: https://example.com/invoice.pdf

The document was classified as an Invoice. Extracted fields include: Invoice Number = INV-1045, Date = Aug 13, 2025, Total = $1,250.00.

Ask a Document a Question

Answers a natural-language question against one document (or a Flow’s documents) and returns sources.

What is the due date on this invoice result 696b4169-c592-4368-b826-fa264d606719?

The due date is September 30, 2025 (sourced from page 1 of the invoice).

SummarizeDocument

Produces a concise summary of a document (or documents in a Flow) with source context.

Summarize the key terms in result 696b4169-c592-4368-b826-fa264d606719

Invoice INV-1045, dated Aug 13, 2025, total $1,250.00, with net-30 payment terms.

Detect Features

Detects features (e.g., signatures, faces) in a processed document and returns positions and confidence.

List detected features for result 696b4169-c592-4368-b826-fa264d606719

One signature was detected with very high confidence (98%) near the bottom of page 1.

Show Feature Image

Returns the image (Base64 + MIME) of a selected feature for viewing.

Show the signature image at index 0 for result 696b4169-c592-4368-b826-fa264d606719

An image of the detected signature is displayed.

Verify Feature Match

Compares a feature between two documents and returns a similarity/match result.

Compare the signature in result 696b4169-c592-4368-b826-fa264d606719 (index 0) with result e27ac3eb-a95e-4de6-84b4-6f9c27a0b8fa (index 1).

The two signatures are a strong match with 93% similarity.

List Flows

Lists all Flows available to the current user.

Show all my Flows.

You have two Flows: Invoices (last updated Sept 1, 2025) and Contracts (last updated Aug 20, 2025).

Create Flow

Creates a new Flow with a name and optional description.

Create a Flow named "AP Invoices".

A new Flow called AP Invoices has been created successfully.

View Flow Settings

Returns settings, permissions, and configuration for a specific Flow.

Show settings for the Flow named "Invoices".

Flow "Invoices" is active. Permissions: owner (alice@...), viewer (bob@...).

List Documentsin Flow

Returns paginated documents within a Flow with timestamps and paging info.

List documents in the "Invoices" Flow.

The Flow contains multiple documents. The first two are: Document ID 7b9c..., uploaded Sept 3, 2025; Document ID 9c42..., uploaded Aug 29, 2025.

Assign Model to Flow

Attaches one or more custom models to a Flow.

Assign the model "Invoice Extractor v2" to the "Invoices" Flow.

The model Invoice Extractor v2 has been assigned to the Flow "Invoices."

Search Within a Flow

Executes a search over a Flow using parsed filters and returns matching results.

Search the "Invoices" Flow for totals over $1,000 from July 2025 by Acme.

Found 3 matching invoices from Acme in July 2025, each with totals above $1,000.

Get All Models

Lists all custom models owned or shared with the current user.

List my custom models.

You have two models: Invoice Extractor v1 (last updated Aug 15, 2025) and Invoice Extractor v2 (last updated Sept 2, 2025).

Create Custom Model

Creates a new custom model placeholder ready for training/configuration.

Create a custom model named "Contract Parser".

A new custom model called Contract Parser has been created in draft status.

View Model Settings

Returns permissions, status, features, and configuration details for a custom model.

Show settings for "Invoice Extractor v2".

Model "Invoice Extractor v2" is active and ready. Features include line items and totals. Owner: alice@..., Editor: ml@....