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  3. AI Recognition — deep dive

AI Recognition — deep dive

AI Recognition — processing media with AI AI Recognition is a module in Automation & AI: AI reads attachments (voice, photos, video note, screenshots) and turns them into text and data for the flow. W

Updated June 21, 20264 min

AI Recognition — processing media with AI

AI Recognition is a module in Automation & AI: AI reads attachments (voice, photos, video note, screenshots) and turns them into text and data for the flow.
Why you need it
Without Recognition, the bot only sees that there is a file. With Recognition, the meaning of the media is added to the context for AI Reply, Conditions, and Routings.
Supported
After recognition, AI can
voice · photos · video note · images · screenshots
understand content · reply · extract fields · write to Custom Fields · use data in CRM
AI Recognition section
Bot Settings → Automation & AI → AI Recognition section




Why you need AI Recognition

Without Recognition
What breaks
With Recognition
only the attachment type is available
a screenshot is treated as a “photo,” with no text or ID
media → text, description, structured data
the file has no meaning
AI does not see the UI or numbers in the image
the data behaves like a regular message in the conversation



Media types and modes

Each media type has its own mode toggle (one per type).
Media type
Available modes
Photo
Recognition / Manual / Skip
Voice
Recognition / Manual / Skip
Video Note
Recognition / Manual / Skip
Video
Manual / Skip
Document
Manual / Skip



Three modes — comparison

Mode
When to choose
What happens
Recognition
you need automation
AI processes media itself → result in the conversation and flow
Manual
you need an operator or have sensitive data
the conversation switches to Manual, AI does not process the attachment itself
Skip
the file should not affect the model
AI does not analyze or use the attachment in the response
What each mode looks like in the interface:
Recognition mode
Recognition — automatic processing

Manual mode
Manual — conversation to an operator

Skip mode
Skip — media is not included in generation




Voice: processing chain and quality

  1. 1
    The user sends a voice message.
  2. 2
    AI transcribes the voice to text and puts it into the conversation context.
  3. 3
    Then the response is generated the same way as for regular text.
Quality is affected by
background noise · microphone quality · language · accent · speech rate.



Photo: capabilities, Tasks, Functions

Photo AI
What it provides in the product
OCR and text
reads text on screenshots and documents in the image
Interface semantics
understands screens and common UI scenarios
Data for the flow
extracts fields and can write them to CRM
Tasks
This is an explicit instruction for “what to find in the image”. Only for Photo. Without Tasks, the model usually just describes the image; with Tasks, it looks for specifics.
Примеры Tasks (EN)plaintext
Find user ID from Exnova
Find transaction amount
Find payment status
Find country on screenshot
Good Task
Bad Task
short · single focus · clear object
Analyze screenshot
Working wording
Find user ID from PocketOption screenshot



Functions — writing to CRM

Post-processing Functions are available only for Photo Recognition.
Functions for AI Recognition
Functions — write the found value to a custom field

Step
AI action
1. Search
finds the required value in the image
2. Extraction
extracts the text/field based on the Prompt
3. Writing
writes to a Custom Field and makes it available in CRM and the flow
Common value types: ID, country, amount, date, status, text, number, and any of your custom fields.

Mini example of a single function

Field
Value
Action
Write
Field
trader_id
Value
ID
Prompt
User ID from registration screenshot

Tasks + Functions combination

Tasksplaintext
Find user ID from Exnova
Find user's country
Action
Field
Value
Prompt
Write
exnova_id
ID
User ID from screenshot
Write
country
Country
User country from screenshot



Where data is used after Recognition

Tool
Task
AI Reply
response that takes into account the meaning of the voice message or image
AI Routings
routing based on data after recognition
Conditions
checks of recognized fields
Filters
filtering and segmentation
Messages
substitutions and step texts



Usage examples

Scenario
Attachment
What you get
Arbitrage
registration screenshot
ID in CRM via Functions; the flow continues
Support
error screenshot
error text → the appropriate support scenario
Sales
payment receipt
amount and currency → payment confirmation in CRM



Operation and limitations

About cost and speed
Recognition slightly increases AI usage; photos and voice are usually more expensive and slower than text. The more precise the Tasks, the more predictable the result.
For each media type, only one active mode can be enabled at a time.
Important information about file types
Video and Document: only Manual or Skip — there is no automatic content parsing.
Model limitations
100% accuracy is not guaranteed.
Errors may occur with noisy or unreadable images.
The result strongly depends on the quality of the media and how the Tasks are worded.



Common issues — quick checklist

Symptom
Check
AI can't see the data in the photo
image quality · Tasks · Recognition is enabled
Voice is not recognized
Voice mode = Recognition · audio · language
Functions are not writing to CRM
Custom Field exists · correct Field · valid Prompt



Frequently asked questions

Recognition works together with AI Reply. AI first recognizes media and converts it into text or data, after which AI Reply uses this context to generate a response, run flow logic, and process Conditions.

Automatic AI Recognition is currently unavailable for the Document type.
For documents, you can only use:
Manual — the conversation is transferred to an operator for manual review
Skip — the document is ignored by AI and does not participate in flow processing.
AI does not automatically analyze the contents of PDF, DOC, XLS, and other document files.

Automatic AI Recognition is currently unavailable for the Video type.
For videos, you can only use:
Manual — the video is sent to an operator for manual processing
Skip — the video is ignored by AI and is not used inside the flow.
AI does not automatically analyze the contents of video files.

Yes. AI can perform multiple Tasks for a single image.

Recognition is suitable for automation.
Manual is used when an operator review is needed.



What you should get

After setup
Media is no longer a “black box” for the bot.
Voice is converted to text, images provide fields, Functions populate the CRM, and the flow relies on the actual content of attachments.



Related

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On this page

  • AI Recognition — processing media with AI
  • Why you need AI Recognition
  • Media types and modes
  • Three modes — comparison
  • Voice: processing chain and quality
  • Photo: capabilities, Tasks, Functions
  • Functions — writing to CRM
  • Mini example of a single function
  • Tasks + Functions combination
  • Where data is used after Recognition
  • Usage examples
  • Operation and limitations
  • Common issues — quick checklist
  • Frequently asked questions
  • What you should get
  • Related