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Chatbot Systems for Document Interaction

This report discusses the development of AI-based chatbots for interacting with various document types, evaluating existing tools and outlining a methodology for building intelligent systems. It details the analysis of current tools, a step-by-step workflow for creating a multi-format AI chatbot, and the technologies involved in the process. The conclusion emphasizes the benefits of custom-built solutions over third-party platforms for enhanced control and customization.

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18 views3 pages

Chatbot Systems for Document Interaction

This report discusses the development of AI-based chatbots for interacting with various document types, evaluating existing tools and outlining a methodology for building intelligent systems. It details the analysis of current tools, a step-by-step workflow for creating a multi-format AI chatbot, and the technologies involved in the process. The conclusion emphasizes the benefits of custom-built solutions over third-party platforms for enhanced control and customization.

Uploaded by

1508madhav
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Chatbot Systems for Document Interaction

Objective
This report explores the creation and implementation of AI-based chatbots that can read, process, and
interact with various document types such as PDFs, Word documents, and PowerPoint presentations.
The goal is to evaluate existing tools and outline the methodology to build intelligent chatbots capable
of understanding and responding to user queries based on file content.

Task 1: Analysis of Current Tools Supporting Document Uploads


Several AI platforms today allow seamless interaction with document-based data through chatbot
interfaces. These tools offer document comprehension, summarization, and contextual Q&A
functionalities.
Comparison of Tools

Tool File Support Key Features Best For Subscription

Summarization, auto- Enterprise &


Microsoft Word, Excel, Microsoft 365
generation of reports/slides, productivity
Copilot PowerPoint Copilot
Excel data insights workflows

Google Docs, Sheets, Deep integration with Drive, Teams using Google One AI
Gemini Slides, Drive multi-file support Google Workspace Premium

Research &
PDF, Word, File Q&A, summarization, ChatGPT Pro
ChatGPT complex multi-file
PPTX, CSV comparisons, visualizations (GPT-4)
tasks

Long document context


Claude PDF, DOCX, Legal, academic, Free + Claude
retention, natural language
(Anthropic) PPTX, more technical domains Pro
answers

Cited responses, source


Fact-based, real- Free (Pro
Perplexity AI PDF, URLs verification, web search
time information optional)
integration

Simplified explanations of Students, legal and Free & Paid


Humata AI PDF
technical text, source tracing scientific domains tiers

Simple interface, multilingual Lightweight PDF


ChatPDF PDF Free with limits
support interaction

Integrates with ChatGPT, Versatile use across Depends on


AskYourPDF PDF
versatile Q&A formats GPT version

Academic-friendly, citation Education and


PDF.ai PDF Premium model
management citations
Multi-document handling, Website and
DocuChat Multiple docs Paid
embeddable bots business use

PDFs, "Smart notes" generation,


Notable.ai Insight extraction Premium tier
Webpages section-based summaries

Task 2: Procedure to Build a Multi-Format AI Chatbot


Creating an AI chatbot capable of reading and responding based on uploaded document content
involves multiple stages: file handling, data processing, AI modeling, and deployment.
Step-by-Step Workflow
1. Define the Goal
o Support PDF, Word, PPTX, and image-based documents
o Extract and process document text
o Enable interactive Q&A and summarization
2. File Uploading Interface
o Frontend: React, Streamlit, Flutter
o Accept PDF, DOCX, PPTX, scanned images, CSV
o Check for file size, format, and perform malware scans
3. Document Text Extraction

File Type Library/Tool

PDF PyMuPDF, pdfplumber

Word python-docx

PPT python-pptx

Scanned pytesseract (OCR)

4. Text Preprocessing
o Remove headers, footers, page breaks
o Chunk text into smaller segments (~1000 characters)
o Tag with metadata (page number, file name)
5. Generate Embeddings
o Use embedding models: OpenAI, Sentence-BERT, Cohere
o Convert chunks into vector representations
6. Vector Storage and Semantic Search
o Store in vector databases like FAISS (local) or Pinecone, Qdrant, Weaviate (cloud)
o For every query, generate its embedding and find most relevant chunks
7. LLM-Based Q&A Generation
o Use LLMs like GPT-4, Claude, Mistral
o Prompt with contextually relevant chunks
o Instruct LLM to only answer from retrieved content
8. Chat Interface Development
o UI: Streamlit or React (backend via Flask or FastAPI)
o Features:
▪ File uploads
▪ Live chat interface
▪ Highlight matched content in source
9. Technologies to Use

Layer Tech Stack

Frontend Streamlit, React, Flutter

Backend Flask, FastAPI (Python), Node.js (optional)

NLP OpenAI, HuggingFace, LangChain, LlamaIndex

Vectors FAISS, Pinecone, Weaviate, Qdrant

Extraction PyMuPDF, pdfplumber, pytesseract, python-docx

10. Deployment Options


o Local: Jupyter Notebook, Google Colab
o Cloud: Heroku, Render, AWS, Azure, GCP
o Security: SSL, file cleanup after session, encrypted storage

Conclusion
Building an intelligent chatbot for document interaction combines natural language processing, AI
embeddings, and modern development tools. While third-party platforms like ChatGPT, Claude, and
Microsoft Copilot offer advanced capabilities out of the box, a custom-built solution allows greater
control, flexibility, and customization for enterprise, research, or educational needs. The provided
methodology outlines a clear roadmap to develop a scalable, AI-powered chatbot capable of
understanding diverse document formats and delivering contextual, accurate responses.

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