# Document AI in an Inquiry

> What Document AI adds to an Inquiry flow, where the settings live in the Flow Editor, and the choices that decide whether a submitted document passes.

Source: https://help.withpersona.com/articles/GB3qI5b3fH7IHulsQUhVHK/
Section: Inquiries > Features > Configurations

## What Document AI adds to an Inquiry

[Document AI](https://help.withpersona.com/articles/2ipL09vsPcus5OXuOXdeO9/) is how an Inquiry collects a document that is not a government ID, such as a utility bill, a bank statement, or articles of incorporation, and decides what to do with it. The piece you place in the flow is a Document Verification: the user uploads a file, Persona classifies it, extracts the fields you asked for, runs your checks, and returns a result.

Because the decision happens while the user is still in the flow, the flow can act on it. A document that is the wrong type, too old, expired, or missing a required field can send the user straight back to upload a compliant one instead of landing in a review queue days later.

## Where you configure it

Everything lives in **Inquiries > Templates**, inside the Flow Editor for one template.

- **Getting the pieces into the flow.** Insert the Document Verification module, which brings a document capture screen, a Document Verification step, and a pass, retry, or fail branch with it. See [Inquiries: Document AI Module](https://help.withpersona.com/articles/019opfDAiQAa5wNSQjb42P/). Alternatively, create the template from a starting template that already includes Document Verification: search `document` on the Choose a template screen.
- **Tuning what the Verification does.** Select the Document Verification in the flow to open its Document Verification Template, where Classifications, Extractions, Verification Checks, and Insights are configured per Document Group. [Document Verification: Configuring Documents AI overview](https://help.withpersona.com/articles/0LPHPwIBZKQI8G7t24zKd/) is the full walkthrough.

Inserting the module does not finish the job. No document classifications are pre-set, so a new module accepts anything until you tell it what you want.

## What you decide while building the flow

- **Which documents you accept.** Classifications are the list, and they are also what the Type Detection check reads, so this is the setting that makes an Inquiry reject the wrong document at all. A flow left with only the General Document Group never fails Type Detection. See [Document Verification: Classifications and document types](https://help.withpersona.com/articles/CwVf9zu898TDfypOGCV4KU/).
- **Which fields have to be there.** An extraction can be marked required, which fails the document when the field is missing, and that failure is what a retry branch acts on. Requiring an address on a proof of address flow is the common case.
- **What you compare against.** An extraction set to Inquiry comparison checks a value on the document against data the Inquiry already holds, such as the name from a Government ID Verification collected on an earlier screen. Ordering matters: the Verification you want to compare with has to run first.
- **What happens on a failure.** A retry keeps the user in the flow and asks again. A fail ends it. Failing checks can also be routed onward for manual review instead of being decided in the flow.
- **How the file is submitted.** [Capture Methods](https://help.withpersona.com/articles/7JQ78WDWLj5L63qXEu7AqJ/) control whether a user takes a photo or uploads a file, per device. Accepted file types can be narrowed further in the flow, and the per file and per request limits are in the [Document AI](https://help.withpersona.com/articles/2ipL09vsPcus5OXuOXdeO9/) FAQ.
- **What the on-screen copy asks for.** Persona's hosted and embedded UI lets you rewrite the copy on the capture screen, which is where you name the documents you will actually accept. A user who cannot tell which document to send retries for the wrong reason.
- **Who the document belongs to.** Passing an Account Identifier files the collected documents against an [Account](https://help.withpersona.com/articles/2gE7mjjLCIGJPnK6mTyjU9/), so they sit with that person's Verifications and Reports rather than only on one Inquiry.

## Flows people start from

- A document on its own, when the document is the whole question.
- Government ID Verification, then Selfie Verification, then a document.
- Database Verification, falling back to Government ID Verification, Selfie Verification, and a document when it does not clear.

## When to reach for it

Reach for Document AI in an Inquiry when the evidence you need is a file a person has to hand over, and you want the flow to accept or re-prompt while they are still there. If you are sending documents to Persona programmatically rather than collecting them from a user, configure a Document Verification template under Verifications > Templates and reference it by template ID instead.

Results appear on the Inquiry's own detail page as well as under Verifications, so you do not need a separate place to look.

## Plans Explained

### Document AI in an Inquiry by plan

|                           | Startup Program | Essential Plan | Growth Plan | Enterprise Plan |
| ------------------------- | --------------- | -------------- | ----------- | --------------- |
| Document AI in an Inquiry | Not Available   | Available      | Available   | Available       |

[Learn more about pricing and plans](https://withpersona.com/pricing?utm_source=product&utm_medium=referral&utm_audience=a&utm_campaign=cm_gen_ds_hc-plan-table).