Vectorize is an AI data platform designed to connect AI agents with precise, relevant data from both structured and unstructured sources. It provides a unified, no-code pipeline environment that turns complex documents, PDFs, images, and cloud files into agent-ready knowledge. By focusing on agent-first retrieval rather than generic search, Vectorize ensures that AI assistants and copilots get exactly the information they need—without noise, hallucination, or wasteful processing. The platform also stands out with its multimodal extraction engine (Vectorize Iris), which can understand diagrams, tables, and visual content inside documents, not just plain text.

Vectorize
Optimizes AI data retrieval to boost processing efficiency.
- 01Agent-First RetrievalDedicates every pipeline to serve AI agents directly, filtering out irrelevant content so agents see only task-critical data.
- 02Multimodal Extraction (Vectorize Iris)Uses a vision model to extract information from complex PDFs, images, diagrams, and scanned documents, preserving context that text-only parsers miss.
- 03Custom Metadata FiltersLets users define structured fields (tags, categories, entities) that agents can use as filters to pinpoint the most relevant chunks of data.
- 04Configurable No-Code PipelinesProduction-ready pipelines can ingest data from Google Drive, Amazon S3, and other sources with zero custom coding, including automated syncing and chunking.
- 05Real-Time Processing & AdaptationPipelines react to data changes instantly; AI agents can incorporate live updates, learn from new information, and refine retrieval strategies.
- 06Multilingual Document ProcessingAutomatically handles over 50 languages, maintaining extraction accuracy across Latin, Cyrillic, Asian, and Arabic character sets.
01What is Vectorize?
02Core Features
- Agent-First Retrieval: Dedicates every pipeline to serve AI agents directly, filtering out irrelevant content so agents see only task-critical data.
- Multimodal Extraction (Vectorize Iris): Uses a vision model to extract information from complex PDFs, images, diagrams, and scanned documents, preserving context that text-only parsers miss.
- Custom Metadata Filters: Lets users define structured fields (tags, categories, entities) that agents can use as filters to pinpoint the most relevant chunks of data.
- Configurable No-Code Pipelines: Production-ready pipelines can ingest data from Google Drive, Amazon S3, and other sources with zero custom coding, including automated syncing and chunking.
- Real-Time Processing & Adaptation: Pipelines react to data changes instantly; AI agents can incorporate live updates, learn from new information, and refine retrieval strategies.
- Multilingual Document Processing: Automatically handles over 50 languages, maintaining extraction accuracy across Latin, Cyrillic, Asian, and Arabic character sets.
- Advanced Analytics & Monitoring: Built-in dashboards track pipeline health, usage, and performance metrics, helping teams optimize retrieval quality.
03Use Cases & Considerations
- E-commerce Customer Support Agents: Products, policies, and manuals change daily. Vectorize pipelines keep AI support agents up-to-date, enabling accurate, instant answers to customer queries without manual retraining.
- Legal Document Review & Discovery: Law firms can feed contracts, briefs, and discovery documents into pipelines, with custom metadata filters that let AI agents retrieve clauses, precedents, or obligations on demand.
- AI-Powered Marketing Campaign Analysts: Marketing agencies connect campaign reports, slide decks, and creative assets so AI agents can surface performance insights and suggest data-driven optimizations.
- Intelligent Oil & Gas Technical Assistants: Engineers load equipment specs, schematics, and field reports, allowing agents to answer highly specialized questions about maintenance and safety.
- Educational Research Copilots: Universities build pipelines over large corpora of academic papers, enabling student or faculty AI assistants to find exact experimental methods or statistical results.
- Internal Company Knowledge Bases: Teams unify scattered Notion pages, Google Docs, PDFs, and wikis, giving every employee an AI agent that can accurately answer questions across tools.
- Initial learning curve for advanced features: Even with no‑code tools, defining optimal metadata filters and tuning the vision model for certain schematics may require a few iterations.
- Third‑party integrations are expanding but still limited: While Google Drive and S3 are supported, direct connectors for tools like SharePoint or Notion may need custom ingestion workflows.
- Page‑based pricing can be unpredictable: Usage spikes from large document dumps or real‑time syncing can lead to overage charges, making cost forecasting tricky without close monitoring.
- Vision model accuracy varies with complex layouts: Extremely dense or highly irregular diagrams might need manual review; pipeline output is very good but not always perfect.
- Free tier is tightly constrained: Only one pipeline and 1,500 monthly pages restrict serious prototyping; teams should plan to upgrade quickly for evaluation.
- Dependence on cloud sync stability: If your Google Drive or S3 permissions change, pipelines may silently stop ingesting new content; regular health checks are advised.
04How to use Vectorize
- Sign up and create a project: Go to vectorize.io, register for a Free or paid plan, and set up your first project workspace.
- Define a RAG pipeline: Click “New Pipeline,” name it, and select the primary data source (e.g., Google Drive folder or S3 bucket). The no‑code wizard will guide you through connection setup.
- Configure extraction and metadata: Choose extraction settings—enable the Iris vision model for complex PDFs, set chunking rules, and define custom metadata fields (like document type, date, or department) that your AI agents will filter by.
- Test retrieval with the built‑in sandbox: Use the Playground to ask sample questions and see which chunks are returned. Adjust filters, chunk size, or metadata until retrieval precision meets your needs.
- Connect your AI agent: Copy the generated pipeline API endpoint and authentication key, then plug it into your agent framework (LangChain, custom app, etc.). The agent can now send queries and receive cleaned, filtered context.
- Monitor and iterate: Check the analytics dashboard regularly to view page usage, latency, and retrieval accuracy. Refine metadata, add new sources, or enable real‑time sync as your requirements evolve.
05Pricing & Plans
Vectorize operates on a freemium model with tiered page‑based limits and additional pay‑as‑you‑go options. All plans include core features, though advanced analytics, support SLAs, and pipeline counts increase with higher tiers. Note that page processing overages on Starter and Pro are billed at usage‑based rates after the included allowance.
- Free: $0/month – 1 RAG pipeline, 1,500 pages/month, basic analytics, limited vision model access, community support.
- Starter: $99/month – 2 RAG pipelines, 15,000 pages/month, unlimited source connectors, advanced analytics, full API, pay‑as‑you‑go for extra pages, community support.
- Pro: $399/month – 3 RAG pipelines, 65,000 pages/month, additional pay‑as‑you‑go processing, performance monitoring, 12×5 support with SLA.
- Enterprise: Custom pricing – unlimited pipelines, tailored page limits, custom connectors, up to 24×7 support with 30‑minute SLA, custom reporting.
Since pricing configuration can change, always check the official Vectorize website for the most up‑to‑date details.
06Platforms
- Web Application: Full platform access via browser for pipeline creation, management, analytics, and Playground testing.
- API: RESTful endpoints to connect any AI agent or application to your pipelines; token‑based authentication.
- Cloud Storage Connectors: Pre‑built integrations with Google Drive and Amazon S3, enabling direct ingestion without custom code.
- SDK Support: Developer libraries (available for Python, JavaScript, etc.) to simplify pipeline configuration and retrieval calls.
07Tips & Best Practices
- Start with a narrowly scoped pilot pipeline – feed in one document type before expanding, so you can calibrate extraction quality and metadata filters quickly.
- Always define meaningful metadata fields that mirror how your agents will query; for example, “product_category” or “effective_date” drastically improves retrieval precision.
- Use the Iris vision model for scanned documents or diagrams, not just plain text PDFs, to capture information embedded in images, flowcharts, or tables.
- Turn on real‑time sync only for frequently changing folders; for static archives, scheduled daily sync reduces unnecessary processing costs on paid plans.
- Leverage the sandbox Playground before putting a pipeline into production – it’s the fastest way to spot missing context or irrelevant chunks.
- Monitor page usage against your plan limits (especially on Starter and Pro) and set up page processing alerts to avoid unexpected overages.
08Who is Vectorize for?
- AI Development Teams building copilots, chatbots, or internal knowledge agents who need a reliable, low-code data ingestion layer.
- Product Managers & No‑Code Builders who want to prototype RAG applications quickly without writing extraction or chunking code.
- Enterprise Architects looking to unify messy document repositories into a single, queryable source of truth for AI agents across the organization.
- Data‑Driven Marketing & Sales Ops professionals who need agents to pull facts, figures, and competitor insights from slide decks and long reports.
- Legal & Compliance Specialists handling high‑volume document review with strict precision requirements and metadata tagging for audit trails.
- Educators & Researchers who need AI assistants that can accurately retrieve specific experimental protocols or citations from thousands of academic PDFs.
09Alternatives
View allSpecialized in partitioning and cleaning raw documents for LLMs; good for custom ingestion pipelines but lacks built‑in agent‑first retrieval and no‑code pipeline management.
Open‑source data framework for building RAG applications; highly flexible but requires significant coding and infrastructure setup compared to Vectorize’s turnkey pipelines.
Enterprise‑grade OCR and form parser; strong for structured extraction yet not designed as an end‑to‑end agent‑first RAG pipeline system.
Vector database optimized for similarity search; partners with many data loaders but does not include extraction, chunking, or metadata filtering out of the box.

AI‑agent platform with built‑in tools for data interaction; focuses more on no‑code agent behavior than deep pipeline configuration for multimodal documents.
Retrieval‑augmented generation API with embeddings and re‑ranking; lacks the vision‑model extraction and configurable pipeline connectors that Vectorize provides.
10FAQ
Q1. What types of documents can Vectorize process?
It handles PDFs (text and scanned), Word documents, PowerPoint slides, images (PNG, JPG), HTML pages, and plain text files. Through the Iris vision model it can also extract information from diagrams, charts, and flowcharts embedded inside those formats.
Q2. How does the agent‑first retrieval differ from a traditional search?
Traditional keyword or semantic search returns a broad set of chunks that may contain irrelevant details. Vectorize filters everything through a pipeline tuned specifically for the AI agent’s task, applying metadata rules and content extraction that only surface the chunks the agent actually needs, reducing token waste and hallucination risk.
Q3. Can I use Vectorize without any coding knowledge?
Yes. The web interface lets you set up connectors, define extraction rules, and test pipelines entirely through a visual dashboard. Connecting pipelines to your agent is as simple as copying an API endpoint and key—though integrating that into a custom agent may require minimal coding.
Q4. Is my data secure, and is Vectorize compliant with privacy regulations?
Vectorize encrypts data in transit and at rest, offers role‑based access for team members, and is designed with SOC 2 Type II compliance in mind. Enterprise customers can also negotiate custom data residency options. You should verify specific regulatory compliance (GDPR, HIPAA, etc.) directly with the vendor for your use case.
Q5. What does a “RAG pipeline” actually include?
A pipeline consists of: a data source connector, an extraction engine (text and/or vision), chunking and embedding steps, a vector store index, and an API endpoint for querying. It also includes any custom metadata filters and processing schedules you configure.
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