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Reading images & documents

The AI reads photos and PDFs from customers, such as transfer receipts and invoices, into text before replying.

Customers often send photos: DP transfer receipts, invoices, or cake design examples. Kalea's AI can read these images and PDFs so it does not need to ask again.

What it does

When Read images & PDFs from customers is on (on by default), Kalea:

  • Reads images (JPEG, PNG, WebP, GIF) and PDFs sent by customers.
  • Writes out the content as text: the document type (receipt, transfer receipt, invoice, product photo, and others), plus key text and numbers such as bank, date, amount, and reference number. Blurry parts are marked, and the AI must not make up numbers.
  • Saves the result once per message. This text is shown to agents under the image with the Read by AI label, and the AI uses it when replying.

What is read automatically is up to the 3 most recent images or documents in the last 24 hours of the conversation. If the model fails to read one, the AI marks "image could not be read automatically" and the agent should check manually.

The reader model follows the main provider. You can choose a separate, cheaper model in this setting. The same model is used by the Read image (AI) workflow block. Reading counts as usage of the Read image type (AI cost & usage).

Note: the AI reads the content but does not verify whether the funds actually arrived. Check your account statement before processing an order.

Benefits

  • Customers do not need to retype amounts and dates.
  • Agents can verify transfer receipts quickly.
  • The AI can carry on with the right context ("We've received the photo of your Rp142,500 DP").

Steps

  1. Open AI model. Choose AI Agent → AI model (managed by Company admins).
  2. Turn on the reader. In the Model settings section, switch on Read images & PDFs from customers.
  3. Choose the reader model. Choose a model next to it; a cheap one is enough. If it is turned off, "Inactive — images are not read automatically." is shown.
  4. Save. Click Save.
  5. See the result. In the Inbox, open a chat with an image and look at the Read by AI text below it.

Inbox with a conversation and lead profile panel
Inbox with a conversation and lead profile panel

Tips

Tip

Ask customers to send bright, uncropped photos so the reading is accurate.

Note

If the AI cost limit is reached, images are not read until the AI is active again.

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