Getting started

AI Hub uses large language models to deliver powerful document analysis and automation capabilities, transforming how organizations interact with documents and unstructured data. Whether you need to analyze complex contracts, automate data extraction from invoices, or create self-service knowledge bases from your documents, AI Hub provides tools to streamline document-driven workflows.

Capabilities

AI Hub provides two main capabilities for document processing and understanding.

Analyze: On-demand document understanding

Analysis capabilities enable querying and extracting information from documents on demand, using natural language.

Conversations let you upload documents and ask questions to extract information, summarize content, or find connections across multiple files. Conversations are suited to personal, flexible document exploration.

Chatbots are shareable document analysis apps that answer questions based on a defined knowledge base. Chatbot users interact with your published chatbots to find information and generate insights, without needing to search through lengthy or complex documents themselves. Chatbots also support document comparison and verification use cases by allowing users to upload and compare their own documents against the chatbot knowledge base.

Automate: Data extraction at scale

Automation capabilities transform documents into structured data through defined workflows.

Automation projects serve as the foundation for automation workflows. In a project, you define the document types (classes) your organization processes and specify which data points (fields) to extract from each document class. Projects function as blueprints that outline your document processing requirements.

Automation apps package project definitions into deployable solutions. When you create an app from a project, AI Hub transforms your document processing blueprint into a functional application that processes documents consistently.

In addition to custom-built apps, AI Hub offers pre-built apps that address common document processing use cases, like ID verification or invoice processing. You can use pre-built apps as-is or copy them and modify the underlying project.

You can run apps on-demand to process documents, or configure them for automated processing through deployments.

Deployments make apps operational. A deployment connects your app to upstream document sources and downstream business systems, creating end-to-end automation. Deployments support advanced features like scheduled processing, human review workflows, and data retention policies.

Architecture

AI Hub organizes functionality through two main areas: the Hub and Workspaces.

The Hub provides centralized access to document processing apps and chatbots, including those that are pre-built by Instabase, customized by you, or shared within your organization. The Hub enables reuse of assets throughout AI Hub.

Workspaces serve as environments for creating and running apps and chatbots. Each user has a personal workspace, while commercial and enterprise subscriptions include shared workspaces for team collaboration. Organizations typically designate specific workspaces for development and production to maintain clear separation between environments.

Most functionality in AI Hub is scoped to workspaces, including conversations, automation projects, deployments, human review queues, and data sources. Documents uploaded to conversations or projects remain accessible only within their respective workspaces.

When running an app from the Hub, you select a target workspace where processing occurs and results are stored. This architecture separates reusable assets (apps and chatbots) from execution environments (workspaces), supporting software development lifecycle best practices. You can develop and test apps in development workspaces and run them in production workspaces while maintaining a single source of truth for each app in the Hub.

Subscription offerings

AI Hub offers three subscription tiers with increasing capabilities. For a detailed comparison, see Instabase pricing.

Community

• Individual document analysis and automation

• Personal workspace

• Basic extraction and analysis capabilities

• Limited data source support

• Included storage (Instabase Drive)

• Default digitization options

Commercial

• Organizational document processing

• Shared workspaces and collaboration

• Validation rules and human review

• Group- and role-based access management

• Extended data source support

• Support for external storage integration

• Additional digitization options, including support for non-Latin languages

Enterprise

• Comprehensive document processing solution

• Production workflow prioritization

• SLA-based reviews

• Enhanced security controls, including support for single sign-on authentication

• Broadest support for digitizing non-Latin languages

Administration

AI Hub provides core administration capabilities that support document processing workflows.

Account management lets you control basic account settings and, for commercial and enterprise subscribers, manage organization members. Organizations can assign roles to control what actions members can perform and what content they can access.

Data connections let you connect your existing document repositories to AI Hub for use as a source of file input or as a destination for processed output. Organizations can connect external storage like Amazon S3, Azure Blob Storage, or Google Cloud Storage.

Security controls protect sensitive document processing. Organizations can centrally manage secrets for integrations, and enterprise users can implement single sign-on authentication.

API and SDK support

With the AI Hub API and SDK, you can programmatically integrate AI Hub functionality into your own workflows and tooling. Both the API and SDK cover the major use cases of AI Hub, including creating and querying conversations, querying chatbots, and running apps and deployments.