Skip to content
ChatterfyHelp Center
HomeGeneralCRMAI ManagerTrackerPlatformsFAQUpdate log
Main
Bot Settings
Automation & AI
Automation & AI
AI Models — Complete Guide to AI Models in Chatterfy
AI Recognition — media processing
Bot Variables — reusable values
CRM defaults
Flow Settings
AI Settings
Steps
Communication
Changes
Terms
Tracking
Additional
Messenger
Client card
Chat data
Events
Users
Mailings
Analytics
  1. CRM
  2. Automation & AI
  3. AI Recognition — media processing

AI Recognition — media processing

AI Recognition — media processing with AI AI Recognition is a feature inside Automation & AI that allows AI to process the user's media files. AI can work with: voice messages; photos; video note; ima

Updated June 21, 20265 min
AI Recognition — media processing with AI
AI Recognition is a feature inside Automation & AI that allows AI to process the user's media files.
AI can work with:
  • voice messages;
  • photos;
  • video note;
  • images;
  • screenshot content.
After recognition, AI can:
  • understand media content;
  • reply to the user;
  • extract data;
  • write information to Custom Fields;
  • use the data inside CRM.
AI Recognition section
Bot Settings → Automation & AI → AI Recognition section




Why you need AI Recognition

Without AI Recognition:
  • AI only sees that there is an attachment;
  • but does not understand the contents of the file or image.
For example:
  • the user sent a screenshot;
  • AI only sees photo;
  • but does not understand the text, ID, or data in the image.
AI Recognition converts media into:
  • text context;
  • description;
  • structured data.
After that, AI works with them as with a regular user message.



Which media types are supported

Media type
Available modes
Photo
Recognition / Manual / Skip
Voice
Recognition / Manual / Skip
Video Note
Recognition / Manual / Skip
Video
Manual / Skip
Document
Manual / Skip



Three AI Recognition modes

You can choose one mode for each media type.
Mode
What happens
Recognition
AI automatically processes the media
Manual
The conversation is switched to manual for handling by an operator
Skip
The attachment is not used by AI when generating a response

Recognition

Recognition includes automatic media processing via AI.
AI:
  • converts media into text context;
  • analyzes the contents of an image, voice message, or video circle;
  • uses the result within the dialog and flow.
Recognition mode
Recognition mode — AI processes automatically


Manual

Manual is used if:
  • the media must be reviewed by an operator;
  • manual actions are required;
  • the data is too sensitive;
  • AI must not automatically process the attachment.
After receiving the media, the dialog is moved to manual status.
Manual mode
Manual mode — the dialog moves to manual


Skip

Skip completely disables media processing.
AI:
  • does not analyze the file;
  • does not extract data;
  • does not use the attachment when generating a response.
Skip mode
Skip mode — media is ignored




How Voice Recognition works

With Voice Recognition:
  • the user sends a voice message;
  • AI converts the voice message into text;
  • the text is added to the conversation context;
  • AI uses this text when generating a response.
After that, AI works with the voice message as regular text.



What affects recognition quality

Recognition quality is affected by:
  • noise;
  • microphone quality;
  • language;
  • accent;
  • speech rate.



How Photo Recognition works

Photo Recognition allows AI to:
  • read text in an image;
  • analyze screenshots;
  • understand interfaces;
  • extract data;
  • use the found information within the flow.



What Tasks are

Tasks are assignments for AI: what exactly needs to be found in the image.
Tasks work only for Photo Recognition.
Without Tasks, AI usually just describes the image. With Tasks, AI starts looking for specific data.

Examples of Tasks

  • Find user ID from Exnova
  • Find transaction amount
  • Find payment status
  • Find country on screenshot



How to write Tasks correctly

A good Task:
  • short;
  • specific;
  • describes one task.
Bad example:
  • Analyze screenshot
Good example:
  • Find user ID from PocketOption screenshot



Functions — writing data to CRM

Post-processing Functions are available only for Photo Recognition.
Functions let you:
  • record found data;
  • save values in Custom Fields;
  • use them inside a flow.
Functions for AI Recognition
Functions — write found data to a custom field




How Functions work

AI:
  • finds data in the image;
  • extracts the value;
  • if Functions are configured, writes it to the CRM field.



What you can save

Using Functions, you can save:
  • ID;
  • country;
  • amount;
  • date;
  • status;
  • text;
  • number;
  • any custom data.



Functions example

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



Complete setup example

Tasks

  • Find user ID from Exnova
  • Find user's country

Functions

Field
Value
Action
Write
Field
exnova_id
Value
ID
Prompt
User ID from screenshot
Write
country
Country
User country from screenshot



Where data is used after Recognition

After being written to Custom Fields, the data can be used:
  • in Conditions;
  • inside AI Reply;
  • in Filters;
  • in regular messages;
  • in AI Routings.



How AI Recognition works with AI

After recognition:
  • AI Reply can respond based on the content of an image, voice message, or video circle;
  • AI Routings can use the data after Recognition to route the user within the flow;
  • Conditions can check the data found.



Use cases

Arbitrage

The user sends:
  • a registration screenshot.
AI:
  • extracts the ID;
  • with Functions configured, writes the ID to CRM;
  • the flow continues automatically.

Support

The user sends:
  • an error screenshot.
AI:
  • finds the error message;
  • the required support scenario is launched.

Sales

The user sends:
  • a payment receipt.
AI:
  • finds the amount and currency;
  • CRM confirms the payment.



What you need to know

⚠️ Important:
Recognition slightly increases AI usage.
Photos and Voice messages usually take longer to process than text.
The better the Tasks, the more accurate the result.
A single media type can work in only one mode.
For Video, only Manual and Skip modes are available.
For Document, only Manual and Skip modes are available.



AI Recognition limitations

AI Recognition:
  • does not guarantee 100% accuracy;
  • may make mistakes on poor-quality images;
  • depends on media quality;
  • depends on the correctness of Tasks.



Common issues

AI does not see the data in the photo

Check:
  • image quality;
  • the correctness of Tasks;
  • whether Recognition is enabled.

Voice is not recognized

Check:
  • Voice = Recognition;
  • audio quality;
  • language.

Functions do not write data

Check:
  • whether the Custom Field exists;
  • whether the correct Field is selected;
  • whether the Prompt is correct.



Frequently asked questions

Recognition works together with AI Reply.
AI first recognizes the media and converts it into text or data, after which AI Reply uses this context to generate a response, handle flow logic, and work with 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 operator review is required.



Expected result

After configuring AI Recognition:
  • AI starts to understand media;
  • voice messages are converted into text;
  • images are analyzed;
  • data is automatically saved to Custom Fields via Functions;
  • the flow can work based on media content.



Related

Automation & AI
The Bot Settings → Automation & AI section brings together AI technical settings at the level of the entire bot . Which models to use (separately for logic and for generating responses), how to proces
AI Reply — detailed breakdown of the step
Unlike a regular Send Message, AI Reply does not send prewritten text. AI generates a reply when a message is received from the user. AI Reply is used for: communicating with the user handling objecti
AI Routings — Deep Dive
• AI Routings is the most misunderstood layer of AI in Chatterfy. It seems similar to a regular , но устроен иначе и решает другую задачу. Reference на сами Routings — , but it is built differently an
Custom Fields — custom fields
Custom Fields (Bot Settings → Custom Fields) — a section for creating additional fields in the customer card. Standard fields already exist in Chatterfy: name, username, status, and Telegram ID. But o
Automation & AI
The Bot Settings → Automation & AI section brings together AI technical settings at the level of the entire bot . Which models to use (separately for logic and for generating responses), how to proces

Was this article helpful?

BackAI Models — Complete Guide to AI Models in ChatterfyNextBot Variables — reusable values

On this page

  • Why you need AI Recognition
  • Which media types are supported
  • Three AI Recognition modes
  • Recognition
  • Manual
  • Skip
  • How Voice Recognition works
  • What affects recognition quality
  • How Photo Recognition works
  • What Tasks are
  • Examples of Tasks
  • How to write Tasks correctly
  • Functions — writing data to CRM
  • How Functions work
  • What you can save
  • Functions example
  • Complete setup example
  • Tasks
  • Functions
  • Where data is used after Recognition
  • How AI Recognition works with AI
  • Use cases
  • Arbitrage
  • Support
  • Sales
  • What you need to know
  • AI Recognition limitations
  • Common issues
  • AI does not see the data in the photo
  • Voice is not recognized
  • Functions do not write data
  • Frequently asked questions
  • Expected result
  • Related