Skip to content

AgentX tutorial

Reading Content from Uploaded Files

Learn how to enable your AgentX assistant to read and understand uploaded files using Text Extraction and Deep Image Understanding tools.

3 min read

Your AgentX assistant can read and understand files you upload - from PDFs and scanned pages to images and handwritten notes. This helps your agent extract important information or analyze visuals directly from the content you provide.

AgentX provides both basic and advanced skills that allow your agent to process uploaded files, analyze visuals, automate email communication, and improve the chat experience from the first interaction.

Adding skills to your Agent

Available Agent Skills

đź§ľ Text Extraction

Use this skill to capture any written text visible on an image or document - for example, text from signs, labels, invoices, or screenshots.
Examples: Upload a photo of a contract page, and your agent extracts all readable text for you to edit or search through.

  • Extract text from any image or PDF - instantly capture words from photos, scanned documents, or screenshots.
  • Turn pictures into editable text - quickly copy or edit written content from signs, labels, or handwritten notes.
  • Get clean text from images automatically - perfect for invoices, receipts, forms, or product packaging.

đź§  Deep Image Understanding

This feature allows your agent to analyze the full image, not just the text. It recognizes objects, handwriting, charts, and layouts to understand what’s shown in context.
Example: Send a whiteboard photo, and your agent can summarize the ideas, list the topics, or describe the diagram structure.

  • Understand what’s inside any image - detect objects, scenes, diagrams, and relationships between elements.
  • Analyze visuals beyond text - the AI interprets charts, handwritten notes, and complex document layouts.
  • Comprehend full image meaning - ideal for analyzing infographics, presentations, engineering drawings, or medical scans.

✉️ Send Emails

This skill allows your agent to send emails automatically on request.

What your agent can do:

  • Send emails to you using the default AgentX email
  • Send emails to any external address after connecting your Gmail account

How Email Sending Works

When enabling Send Emails, you can choose:

  • AgentX Email (hello@agentx.so) Emails are sent only to the agent creator (default).
  • Your Connected Gmail Account Allows the agent to send emails to any recipient.

To send emails externally, connect a Gmail or Google Workspace account once - then select it in Agent Skills.

Example command:

“Email today’s summary to john@example.com.”

🗨️ Conversation Starters

Conversation Starters help guide users toward the most important or valuable questions from the very first interaction.

They appear as clickable prompts above the chat window.

You can use two types:

  • Dynamic Starters (AI-generated responses) Only the question is defined - the agent generates a fresh, contextual answer every time. Ideal for discovery, personalization, or up-to-date topics.
  • FAQ-Based Starters (Fixed responses) Reuse an existing FAQ to always return a predefined answer. Best for instructions, marketing messages, or compliance-sensitive content.

Examples:

  • “How can you help me automate my daily tasks?” → dynamic
  • “How do I integrate this agent with WhatsApp?” → FAQ-based

⚙️ How to Enable These Features

  1. Go to Agent Dashboard → Edit
  2. Open the General tab
  3. Scroll to Agent Skills
  4. Add one or more of the following:
  • Text Extraction
  • Deep Image Understanding
  • Send Emails
  • Conversation Starters

That’s it - your agent is now equipped to read files, analyze images, send emails, and guide conversations intelligently.

More tutorials

All tutorials

Creating a Custom Tool in AgentX

Learn how to quickly create custom API-powered tools in AgentX using natural language and automatic code generation.

Read

Custom Branding for Agent Emails

You can now choose between AgentX branding, completely custom branding with your own logo and identity, or a clean unstyled option — all available for both Lead Generation emails and regular agent-sent messages. Configuration is now unified and easier to access, making it simple to keep every outgoing email consistent with your brand.

Read

How to add a MCP to your AI Agent

MCP (Model Context Protocol) allows you to connect your AI application to any desired third-party app as long as it supports it. Here is a step-by-step tutorial on how to set it up and connect with your AI agent. We will give an example on YouTube MCP.

Read

How to Automate Agent Tasks with AgentX

Discover how to automate your AgentX agents - from daily AI news briefings to fully autonomous SDR outreach - so your business runs on autopilot.

Read

How to Build AI Agent Workforce in AgentX

With AI Agent Workforces, you’re not limited to a single AI agent - you can build a whole team of specialists

Read

How to build an AI Agent - beginner's guide

Creating your first AI agent in AgentX, tuning prompts, instructions, and building knowledge bases. AgentX offers a no-code platform to create powerful AI agents for various use cases. Customize your agent’s bio, greeting, and response style, add knowledge bases, and enable optional features like lead generation or image generation. Once built, deploy your agent across multiple platforms, including websites, Slack, and Discord.

Read

Start your AI automation journey today

Sign up for AgentX and let AI handle your routine tasks. No credit card needed.