> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decisional.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently Asked Questions

> Common questions about Decisional

## Getting Started

<AccordionGroup>
  <Accordion title="Do I need to install anything?" icon="download">
    **No!** Decisional is entirely cloud-based. Just go to [agents.decisional.com](https://agents.decisional.com) in your web browser and sign up. No downloads, no installations.

    **Recommended browsers:** Chrome, Firefox, Safari, or Edge (latest versions)
  </Accordion>

  <Accordion title="How long does it take to create my first agent?" icon="clock">
    **About 5 minutes.** Our quickstart guide walks you through creating a Quote Generation Agent from start to finish. You'll:

    1. Upload a spreadsheet (30 seconds)
    2. Write instructions (2 minutes)
    3. Test your agent (2 minutes)

    Once you get the hang of it, you can create new agents in under 2 minutes.
  </Accordion>

  <Accordion title="Do I need to know how to code?" icon="code">
    **No coding required!** You write instructions in plain English, like training a new employee.

    **Example:**

    ```
    You are a Quote Generation Agent.
    Look up prices from the price list and create quotes for customers.
    ```

    However, if you want to use our API for advanced integrations, some programming knowledge helps.
  </Accordion>

  <Accordion title="Can I use my existing spreadsheets?" icon="table">
    **Yes!** Upload your existing Excel (.xlsx, .xls) or CSV files. All your data, formulas, and formatting are preserved.

    You can also start with a blank spreadsheet and build from scratch.
  </Accordion>

  <Accordion title="What happens to my data?" icon="shield">
    **Your data is secure and private:**

    * Stored in encrypted databases
    * Hosted on secure cloud infrastructure
    * Never shared with third parties
    * You own your data and can export it anytime

    Read our [Privacy Policy](https://www.decisional.com/privacy) for details.
  </Accordion>
</AccordionGroup>

***

## Agents & Workflows

<AccordionGroup>
  <Accordion title="What can agents actually do?" icon="robot">
    Agents can handle a wide variety of business tasks:

    **Document Processing:**

    * Extract data from PDFs (invoices, contracts, forms)
    * Generate documents (quotes, reports, emails)
    * Classify and route documents

    **Data Operations:**

    * Update spreadsheets
    * Enrich data from external sources
    * Clean and validate data
    * Perform calculations

    **Integrations:**

    * Send emails (Gmail, Outlook)
    * Update CRMs (HubSpot, Salesforce)
    * Post to Slack/Teams
    * Query databases
    * Call APIs

    **Decision Making:**

    * Route items based on rules
    * Flag items for human review
    * Prioritize and categorize

    See [Workflows](/workflows/overview) for workflow structure and node types.
  </Accordion>

  <Accordion title="How accurate are agents?" icon="bullseye">
    **Very accurate when properly configured.** Accuracy depends on:

    1. **Clear instructions**: Specific, detailed instructions → better results
    2. **Quality sources**: Clean, relevant documents → higher accuracy
    3. **Good data structure**: Clean source data and clear fields → fewer errors

    **Tips for maximum accuracy:**

    * Test with real data before going live
    * Validate input data before the agent runs
    * Add verification steps in your workflow
    * Review run logs regularly

    For mission-critical tasks, use human-in-the-loop patterns (agent flags items for review).
  </Accordion>

  <Accordion title="Can agents handle exceptions and edge cases?" icon="triangle-exclamation">
    **Yes!** Unlike traditional automation that breaks on edge cases, Decisional agents use **agentic reasoning** to adapt.

    **Example:**

    * **Traditional automation:** "If SKU not found, fail"
    * **Decisional agent:** "If SKU not found, search by product name, suggest alternatives, or flag for review"

    You guide this behavior in your instructions:

    ```
    If the vendor is not in the vendor list:
    1. Search for similar names
    2. Add them as a new vendor
    3. Send a notification to the admin
    ```
  </Accordion>

  <Accordion title="How many items can an agent process at once?" icon="layer-group">
    **Thousands of items in a single run.** Decisional is designed for batch processing.

    **Typical performance:**

    * Simple data updates: 1,000+ rows in 1-2 minutes
    * Document extraction: 100+ PDFs in 5-10 minutes
    * Complex workflows: Hundreds of items in under 10 minutes

    **Best practices for large volumes:**

    * Process in batches (e.g., 500 at a time)
    * Use efficient source data structures
    * Run during off-peak hours if time isn't critical
  </Accordion>

  <Accordion title="Can I pause or stop a running agent?" icon="pause">
    **Yes!** While an agent is running, you can:

    * **Cancel**: Stop immediately (partial results may be saved)
    * **Pause**: Coming soon

    If you need to modify the agent, cancel the current run, make your changes, and start a new run.
  </Accordion>
</AccordionGroup>

***

## Sources & Documents

<AccordionGroup>
  <Accordion title="What file types can I upload as sources?" icon="file">
    **Documents:**

    * PDF (.pdf) - up to 50MB
    * Microsoft Word (.docx, .doc)
    * Microsoft Excel (.xlsx, .xls)
    * PowerPoint (.pptx)
    * Text files (.txt, .csv, .json, .xml, .md)

    **Images:**

    * PNG, JPG, JPEG, GIF, TIFF - up to 20MB
    * OCR automatically applied

    **Web:**

    * Any public URL
    * API endpoints (with authentication)
  </Accordion>

  <Accordion title="How does the agent understand my documents?" icon="brain">
    **Using RAG (Retrieval-Augmented Generation):**

    1. **Upload**: You upload a PDF (e.g., pricing policy)
    2. **Indexing**: Decisional extracts and indexes the text
    3. **Retrieval**: When your agent runs, it searches for relevant sections
    4. **Citation**: The agent references specific pages and paragraphs
    5. **Verification**: You can click citations to see the exact source

    **Bounding boxes** show you exactly what the agent read, highlighted in the PDF.
  </Accordion>

  <Accordion title="Can agents read scanned documents?" icon="image">
    **Yes!** Decisional automatically applies OCR (Optical Character Recognition) to:

    * Scanned PDFs
    * Images of documents
    * Receipts
    * Forms

    **For best results:**

    * Use 300 DPI or higher scans
    * Ensure good contrast (black text on white)
    * Avoid skewed or rotated pages
    * Use clean, printed text (handwriting is hit-or-miss)
  </Accordion>

  <Accordion title="How many sources can I add to an agent?" icon="folder">
    **No hard limit**, but for best performance:

    **Recommended:** 10-20 sources per agent

    **Why?** More sources = longer retrieval time. Quality over quantity.

    **Best practices:**

    * Only upload relevant documents
    * Remove duplicates
    * Split large documents into focused files
    * Archive outdated sources
  </Accordion>

  <Accordion title="Can I update a source after uploading?" icon="rotate">
    **Yes!** Upload a new version with the same name to replace it.

    **What happens:**

    * Old version is archived (available in version history)
    * New version is indexed
    * All agents using this source automatically use the new version

    **Use case:** Update your price list monthly - all agents instantly use new prices.
  </Accordion>
</AccordionGroup>

***

## Integrations & Triggers

<AccordionGroup>
  <Accordion title="What integrations are available?" icon="plug">
    **Email:** Gmail, Outlook, SMTP

    **CRM:** HubSpot, Salesforce, Attio, Pipedrive

    **Communication:** Slack, Microsoft Teams, Discord

    **Storage:** Google Drive, OneDrive, Dropbox, Amazon S3

    **Databases:** PostgreSQL, MySQL, Snowflake, BigQuery

    **Payments:** Stripe, Bill.com

    **Calendar:** Google Calendar, Outlook Calendar

    **APIs:** Custom webhooks, REST APIs

    **More coming soon!** Request integrations via [founders@decisional.com](mailto:founders@decisional.com)
  </Accordion>

  <Accordion title="Do I need separate accounts for integrations?" icon="key">
    **Yes.** You'll use OAuth to connect your existing accounts.

    **Example:** To send emails via Gmail:

    1. Click **Add Integration → Gmail**
    2. Sign in with your Google account
    3. Grant permission
    4. Decisional can now send emails on your behalf

    **Security:** You can revoke access anytime in your Google/Microsoft/etc. settings.
  </Accordion>

  <Accordion title="Can agents send emails on my behalf?" icon="envelope">
    **Yes!** Once you connect Gmail or Outlook:

    **Agents can:**

    * Send emails to specific recipients
    * Use templates
    * Attach files (like generated quotes)
    * CC/BCC
    * Set custom subject lines

    **Example instruction:**

    ```
    After generating the quote, send an email via Gmail to the customer.
    Subject: "Your Quote from Acme Corp"
    Attach the quote PDF.
    ```

    **Sent from:** Your email address (e.g., [you@company.com](mailto:you@company.com))
  </Accordion>

  <Accordion title="How do time-based triggers work?" icon="clock">
    **Schedule your agent to run automatically:**

    **Options:**

    * Every X minutes/hours
    * Daily at specific time (e.g., 9 AM)
    * Weekly on specific days (e.g., Every Monday at 8 AM)
    * Monthly on specific date (e.g., 1st of each month)
    * Custom cron expressions (advanced)

    **Time zones:** Specify your timezone to ensure correct scheduling.

    **Example:** "Run every weekday at 9 AM Eastern Time"
  </Accordion>

  <Accordion title="Can I trigger agents from my own app?" icon="code">
    **Yes! Use the Decisional API:**

    ```bash theme={null}
    curl -X POST https://api.decisional.com/v1/agents/{agent_id}/run \
      -H "Authorization: Bearer YOUR_API_KEY" \
      -H "Content-Type: application/json" \
      -d '{"input": "your input data"}'
    ```

    **Use cases:**

    * Trigger from your website when a form is submitted
    * Integrate with your internal tools
    * Build custom workflows

      Contact support if you need API access enabled for your workspace.
  </Accordion>
</AccordionGroup>

***

## Pricing & Plans

<AccordionGroup>
  <Accordion title="Is there a free plan?" icon="gift">
    **Yes! The free plan includes:**

    * 100 agent runs per month
    * 1 workspace
    * Up to 3 agents
    * Basic integrations
    * Community support

    **Perfect for:**

    * Individuals
    * Small projects
    * Testing Decisional

    **No credit card required** to sign up!
  </Accordion>

  <Accordion title="What's included in paid plans?" icon="dollar-sign">
    **Professional Plan:**

    * 1,000+ runs per month
    * Unlimited agents
    * All integrations
    * Priority support
    * Advanced RAG features
    * Audit logs

    **Enterprise Plan:**

    * Unlimited runs
    * Dedicated infrastructure
    * Custom integrations
    * SSO (SAML, OIDC)
    * SLA guarantees
    * Dedicated support

    Contact sales for pricing: [founders@decisional.com](mailto:founders@decisional.com)
  </Accordion>

  <Accordion title="What counts as a 'run'?" icon="play">
    **One run = one execution of your agent**, regardless of how many items it processes.

    **Examples:**

    * Agent processes 1 row → 1 run
    * Agent processes 1,000 rows in same execution → 1 run
    * Agent runs on schedule (even if no new data) → 1 run

    **Tip:** Batch processing is efficient - process many items in one run!
  </Accordion>

  <Accordion title="Can I upgrade or downgrade anytime?" icon="arrow-right-arrow-left">
    **Yes!** Change plans anytime in Settings → Billing.

    **Upgrading:** Takes effect immediately, prorated billing

    **Downgrading:** Takes effect at end of current billing period

    **Canceling:** You can export all your data before canceling.
  </Accordion>
</AccordionGroup>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="My agent isn't doing what I expected" icon="face-confused">
    **Debugging steps:**

    1. **Check run logs**
       * Go to Runs tab
       * Click the failed/unexpected run
       * Read the AI reasoning to see what it thought

    2. **Review instructions**
       * Are they clear and specific?
       * Did you provide examples?
       * Are edge cases handled?

    3. **Check sources**
       * Are they attached to the agent?
       * Are they indexed (not still processing)?
       * Do they contain the expected information?

    4. **Test with simple data**
       * Try with 1-2 rows first
       * See where it goes wrong
       * Refine instructions

    5. **Ask for help**
       * Share run logs with our support team
       * We can review and suggest improvements
  </Accordion>

  <Accordion title="Why is my agent slow?" icon="hourglass">
    **Common causes:**

    1. **Too many sources** → Reduce to only essential documents
    2. **Large sources** → Split into smaller, focused files
    3. **Processing many rows** → Consider batching
    4. **Complex instructions** → Simplify if possible
    5. **Heavy integrations** → API calls add time

    **Expected performance:**

    * Simple tasks: Seconds per row
    * Document extraction: 5-30 seconds per PDF
    * Complex workflows: 30-60 seconds per item

    If still slow, contact support - we can help optimize!
  </Accordion>

  <Accordion title="Can't connect an integration" icon="plug">
    **Troubleshooting:**

    1. **Check pop-ups** → Enable pop-ups for agents.decisional.com
    2. **Check third-party cookies** → Enable in browser settings
    3. **Check account permissions** → Make sure you're admin of the service
    4. **Try different browser** → Sometimes browser extensions interfere
    5. **Check OAuth app restrictions** → Your org may restrict OAuth apps

    Still stuck? Email us the error message: [founders@decisional.com](mailto:founders@decisional.com)
  </Accordion>

  <Accordion title="Lost access to my workspace" icon="lock">
    **Possible reasons:**

    1. **Removed by workspace owner** → Contact your workspace admin
    2. **Email changed** → Sign in with your original email
    3. **Workspace deleted** → Cannot be recovered (contact owner)
    4. **Account locked** → Contact support

    **Prevention:** Regular backups! Export agent configs, sources, and run records.
  </Accordion>
</AccordionGroup>

***

## Security & Privacy

<AccordionGroup>
  <Accordion title="Is my data secure?" icon="lock">
    **Yes! Security is our top priority:**

    * **Encryption at rest**: All data encrypted in databases
    * **Encryption in transit**: TLS/SSL for all connections
    * **Access controls**: Role-based permissions
    * **Audit logs**: Track who did what (Professional/Enterprise plans)
    * **SOC 2 Type II**: Compliance in progress
    * **GDPR compliant**: EU data protection standards

    Read our [Security page](https://www.decisional.com/security) for details.
  </Accordion>

  <Accordion title="Who can see my data?" icon="eye">
    **Within Decisional:**

    * **You and your workspace members** (based on roles)
    * **Decisional engineers** (only for debugging, with your permission)

    **Outside Decisional:**

    * **No one.** We never share, sell, or access your data without permission

    **AI models:**

    * Your data is NOT used to train AI models
    * Processed only for your specific workflows
  </Accordion>

  <Accordion title="Can I use Decisional with sensitive data?" icon="shield">
    **Yes**, with proper precautions:

    **For sensitive data:**

    1. Use **Enterprise plan** (dedicated infrastructure)
    2. Enable **2FA** for all users
    3. Use **audit logs** to track access
    4. **Redact** sensitive info if not needed by agent

    **Compliance:**

    * **HIPAA**: Enterprise plan with BAA (contact sales)
    * **GDPR**: Supported on all plans
    * **SOC 2**: In progress

    Email [founders@decisional.com](mailto:founders@decisional.com) for compliance questions.
  </Accordion>

  <Accordion title="What happens if I delete my account?" icon="trash">
    **You have 30 days to recover:**

    1. **Immediate:** Account marked for deletion, data inaccessible
    2. **Day 1-30:** Contact support to restore
    3. **Day 30:** Permanent deletion - all data erased

    **Before deleting:**

    * Download agent configs (JSON export)
    * Back up sources

    **Cannot be recovered after Day 30!**
  </Accordion>
</AccordionGroup>

***

## Still Have Questions?

<CardGroup cols={2}>
  <Card title="Contact Support" icon="life-ring" href="mailto:founders@decisional.com">
    Email us at [founders@decisional.com](mailto:founders@decisional.com)
  </Card>

  <Card title="Join Community" icon="discord" href="https://discord.gg/DwPDS5Prk2">
    Ask questions and share tips with other users on Discord
  </Card>

  <Card title="Book a Demo" icon="calendar" href="https://www.decisional.com/demo">
    Get a personalized walkthrough
  </Card>

  <Card title="Read Documentation" icon="book" href="/introduction">
    Explore in-depth guides and tutorials
  </Card>
</CardGroup>