Get Started with Document Intelligence
Welcome to hands-on experience with Sema4.ai Document Intelligence! The fastest way to understand how Document Intelligence transforms complex document processing is to experience it directly through our showcase Worker Agent - the Payment Remittance Agent.
The Payment Remittance Agent demonstrates how Document Intelligence enables true autonomous document processing by combining:
- Multi-phase document validation and reconciliation
- Intelligent decision-making with context-aware human collaboration
- Complex multi-level reconciliation analysis
- Real-world error handling and discrepancy resolution
Why Start with the Payment Remittance Agent?
The Payment Remittance Agent comes pre-configured and ready to use when you install Studio through the Worker Agents "Try Now" feature. You don't need access to Document Intelligence Service running in the cloud - Studio comes pre-loaded with extracted documents (output of Multi-modal pipelines) that you can use to create test work items immediately.
While Vitality AI demonstrates interactive, multi-agent collaboration, the Payment Remittance Agent shows how AI can transform routine but complex business processes through continuous, autonomous operation.
Through this guided experience, you'll see firsthand how Document Intelligence:
- Enables True Autonomy: Watch the agent independently handle complex remittance documents through multiple processing phases
- Makes Intelligent Decisions: Experience how agents know exactly when to process independently versus engage human expertise
- Handles Complex Analysis: See sophisticated multi-level reconciliation in action, from payment totals to individual line items
- Manages Real-World Complexity: Understand how agents handle practical scenarios like discrepancies and validation failures
Prerequisites
Before starting this test drive:
- Request access to Sema4.ai Studio (opens in a new tab) if you haven't installed it yet
- Ensure you have an OpenAI or Azure OpenAI API key
- Familiarize yourself with key components of Intelligent Work Management including Worker Agents and Work Items.
- Review the Payment Remittance Reconciliation Use Case section
This test drive uses pre-configured document types and formats. While you can modify these configurations, we recommend following the standard setup for your first experience.
Your Guided Experience
Understanding the Foundation
First, we'll introduce you to the Payment Remittance Agent's architecture and capabilities, showing you how it implements autonomous document processing through validation and reconciliation phases.
Getting Set Up
You'll deploy the agent using Studio's Try Now feature, configure essential settings, and understand the interaction between runbooks and actions.
Exploring Validation
Experience the first phase of document processing, where you'll:
- Create and process work items
- Understand validation rules
- Analyze validation reports
- Handle validation failures
Experiencing the Processing Phase
Learn how agents handle the business processing phase, where you'll:
- Watch autonomous processing of standard cases
- Understand work item state transitions
- See how agents detect the need for human expertise
- Experience context-rich collaboration when issues arise
- Review comprehensive processing reports
Collaborating with Agents
Finally, discover intelligent human-AI collaboration:
- Understanding escalation patterns
- Investigating complex cases
- Resolving discrepancies efficiently
Quick Navigation
While each section is self-contained, we recommend following them in sequence provides the most comprehensive understanding as concepts build upon each other.
Ready to begin? Start with Meet the Payment Remittance Agent to understand this showcase agent's capabilities.