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Planning Mode provides a structured approach to designing and configuring your project’s document processing workflows before activating them.

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Overview

Planning Mode allows you to:
  • Design data processing pipelines visually
  • Configure assistant behavior and module sequencing
  • Test and validate workflows before deploying them
  • Iterate on project configuration without affecting live processing

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Getting Started with Planning Mode

1

Enter Planning Mode

From the Project Home, open Planning Mode to begin designing your workflow.
2

Design Your Pipeline

Add and connect processing steps, configure modules, and set up data routing.
3

Validate

Review your plan for completeness and correctness before activation.
4

Activate

Deploy your planned workflow to begin processing documents.