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

# Upload current state materials

> Use Discovery and the AI Interviewer to represent your current-state processes with minimal effort.

export const NeedHelp = () => <Note>
    <strong>Need help?</strong> Use the in-app chat — click the chat bubble in the bottom-right corner of Klarity Architect (staffed 24×5) — or email <a href="mailto:support@klarity.ai">support@klarity.ai</a>.
  </Note>;

The Discovery capability is designed to help represent business processes with no effort. It observes a user's workflow, takes notes, and engages in a conversational interview to gather information. Its main purpose is to facilitate the creation and maintenance of processes as they exist today — similar to an always up-to-date standard operating procedure (SOP).

There are three modes of discovery to help you observe and represent your current state:

* **Companion**
* **AI Interviewer**
* **Direct video or document upload**

## AI Interviewer

* **Session configuration:** Select the process, choose an output template, and specify the storage location. If assigned by an admin, this is configured automatically.
  * **Observation mode:** Watches your screen and actions, taking notes.
  * **Guided conversation mode:** Asks questions about process details, pain points, exceptions, and automation opportunities.
* **Process documentation:** Structures information into comprehensive documents (objectives, scope, pain points, risk analysis).

## Key features

* **Progress tracking:** Visual progress bar (64% to 100%).
* **Session controls:** "Just observe me," screen-sharing controls, microphone toggles, pause, and end session.
* **Structured Q\&A:** Prompts for nuances, exceptions, and automation vision.
* **Contextual summaries:** Consolidates objectives, stakeholders, systems, and data throughout the session.

<Frame>
  <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/236MVH64i-O8oUtZ/images/file-upload-flow.mp4?fit=max&auto=format&n=236MVH64i-O8oUtZ&q=85&s=fc8ace5e44947e10c0bc604336f7d1ac" aria-label="Uploading files to Klarity by dragging and dropping documents or recordings, selecting an output template, and clicking Run Operation to generate the process document." data-path="images/file-upload-flow.mp4" />
</Frame>

## Starting a new session

1. Select the process (e.g., "Opportunity Close Out").
2. Click start a new capture.
3. Select your method.
4. Click **Start session** — enable screen sharing and audio.

<Frame>
  <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/236MVH64i-O8oUtZ/images/ai-interviewer-start.mp4?fit=max&auto=format&n=236MVH64i-O8oUtZ&q=85&s=de173f63bb427713f665087d71084258" aria-label="Configuring and starting an AI Interviewer session: selecting a mode (Observation or Q&A), allowing microphone access, and sharing the screen to begin." data-path="images/ai-interviewer-start.mp4" />
</Frame>

## Data security

* Adherence to industry-standard data protection protocols.
* Secure session management with controlled access and encrypted storage.
* Purpose-limited data usage (documentation only).
* User controls: pause and end session anytime.

<NeedHelp />