> ## Documentation Index
> Fetch the complete documentation index at: https://fliqr.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Read documents customers send

> Use AI in Fliqr AI to extract information from documents contacts upload in chat — invoices, contracts, IDs, and support attachments.

Contacts often send PDFs or office documents instead of typing details. Document reading extracts useful text/insights into custom fields so your Flow or Agent can continue.

## When to use it

* Parse an invoice number and amount
* Summarize a contract or statement
* Capture fields from an application form PDF
* Route support based on document type

For **your** reference docs that train the agent, use [Files](/docs/core-concepts/ai-agents/files) or [Knowledge sources](/docs/core-concepts/ai-agents/knowledge-sources) instead.

## Typical Flow pattern

<Steps>
  <Step title="Ask for the document">
    Prompt the contact to upload a file. Save it with **User Input / Get User Data**.
  </Step>

  <Step title="Run the AI document action">
    Use the provider/document AI action available in your workspace (often via OpenAI or the AI tools panel). Pass the file field and a clear extraction prompt.
  </Step>

  <Step title="Store structured results">
    Save the summary or fields into custom fields (`invoice_total`, `doc_type`, …).
  </Step>

  <Step title="Continue safely">
    Confirm extracted values with the contact before charging, booking, or updating external systems.
  </Step>
</Steps>

## Prompt example

```text theme={null}
Extract order_id, total_amount, and currency from the document.
If a field is missing, return null for that field.
Reply as JSON only.
```

<Warning>
  Treat extracted values as untrusted until confirmed. OCR and model errors happen — especially on scans and photos of documents.
</Warning>

## Next

<CardGroup cols={2}>
  <Card title="Files" icon="file" href="/docs/core-concepts/ai-agents/files">
    Upload your own docs to train an Agent.
  </Card>

  <Card title="Functions & actions" icon="bolt" href="/docs/core-concepts/ai-agents/functions-actions">
    Push confirmed data into your backend.
  </Card>
</CardGroup>