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Help & Documentation

Find resources, guides, and support

Getting Started

Learn the basics of document analysis

Playbooks

How to create and use playbooks

API Integration

Integrate with our API

🚀 Getting Started

ComplianceOS helps you analyze documents with AI while providing full citation and evidence for every answer.

Quick Start Steps:

  1. Create an account or sign in
  2. Upload your documents (PDF, DOCX, or TXT)
  3. Select a playbook or create custom questions
  4. Run the analysis and review cited results

📋 Playbooks

Playbooks are reusable templates containing sets of questions for specific analysis types.

Available Playbook Types:

  • Contract Review: Analyze contracts for key terms, risks, and obligations
  • Due Diligence: Comprehensive analysis for M&A and investment decisions
  • Compliance Check: Verify documents against regulatory requirements
  • Custom Playbooks: Create your own question sets for specific needs

🔌 API Integration

Integrate ComplianceOS into your existing workflows with our REST API.

API Features:

  • Upload documents programmatically
  • Run analyses with custom or saved playbooks
  • Retrieve results with full citation data
  • Webhook notifications for completed analyses

API access is available on Professional and Enterprise plans.

❓ Frequently Asked Questions

What file formats are supported?

We support PDF, DOCX, PPTX, and XLSX files for analysis.

How do playbooks work?

Playbooks are structured analysis templates that guide the AI through systematic document review with predefined questions and scoring criteria.

Is my data secure?

Yes, all documents are encrypted at rest and in transit. We do not store your documents longer than necessary for analysis.

Contact Support

Can't find what you're looking for? Get in touch with our team.