Benefits of Using Smart Interactions
Save time by automating data entry
Ensure accuracy with AI-powered information extraction
Maintain consistency across your team's interaction records
Focus on analysis rather than administrative tasks
Easily incorporate documents you already have into ARchitect
Step-by-Step Instructions
1. Access the Upload Feature
Log in to your ARchitect account
Navigate to the Interactions section using the main navigation menu
Click the Add Interaction button in the upper right corner
Select Upload New Interaction from the dropdown menu
2. Upload Your Document(s)
You can add files in two ways:
Click the Select Files button to browse your computer
Drag and drop files directly into the upload area
Supported file formats:
PNG, JPG, JPEG, PDF, DOC, DOCX, TXT, VTT, RTF, SRT, CSV, XLS, XLSX
Note: The system can process text contained in images through OCR (Optical Character Recognition)
Best practices for optimal results:
Use clear, well-formatted documents
Ensure text is legible in images
Include analyst names in the document for better identification
Structured documents (with headings, bullet points) yield better extraction results
3. Process the Upload
After selecting your file(s):
Review the selected documents in the upload queue
Remove any files added by mistake using the "X" button
Click Create Interaction to begin processing
A progress indicator will appear while ARchitect processes your documents. This typically takes 10-30 seconds depending on the complexity and size of your files.
4. Review Auto-Generated Information
Once processing is complete, ARchitect will pre-fill the interaction form with information extracted from your documents:
Basic Details:
Title: Generated based on document content
Start time/date: Extracted from document if available
Interaction lead: Identified based on names in the document and your ARchitect user context
Interaction type: Suggested based on content analysis
Participants:
Influencers: Analysts identified in the document are automatically matched with the ARchitect database
Internal participants: Team members mentioned in the document
Content:
Executive summary: AI-generated overview of the key points
Notes: Formatted text extracted from your document(s)
Coverages: Key topics, products, or technologies mentioned
Associated projects: Connected to existing projects if relevant keywords are found
5. Review and Edit the Information
While the AI does an excellent job of extracting information, you should always review and refine the results:
Check analyst identification: Ensure all analysts were correctly identified
Verify meeting details: Confirm the title, date, and interaction type
Review the executive summary: Edit if needed for accuracy or emphasis
Check the notes: Make any formatting adjustments or add missing information
Verify coverages: Add or remove topics as needed
6. Add Additional Files
You can continue to enhance your interaction record by uploading more files:
Scroll to the Notes section
Click Upload Files to add more documents
This is particularly useful for:
Adding presentation decks that were shared
Including follow-up documents sent after the meeting
Attaching related materials for context
Troubleshooting
Issue: No analysts were identified
Solution: Manually add the analysts in the Influencers section
Tip: Make sure analyst names are clearly stated in future documents
Issue: Text formatting is incorrect
Solution: Use the rich text editor to adjust formatting
Tip: Documents with clear structure yield better results
Issue: Uploaded the wrong file
Solution: You can delete files before processing or start over if needed
Tip: Check your files before clicking "Create Interaction"
Need Help?
If you encounter any issues with the Smart Interactions feature:
Contact our support team at [email protected]
Use the in-app chat for immediate assistance