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Using Automation 360 IQ Bot Cloud

  • Updated: 2022/04/04

    Using Automation 360 IQ Bot Cloud

    Create a learning instance, train the bots to extract data from documents, and push the learning instance to the production environment.

    Prerequisites

    Complete the steps to install IQ Bot.

    You must be assigned either the IQ Bot Admin or IQ Bot services roles.

    As you configure a learning instance, a Bot builder creates RPA bots to support the learning instance functions. For more information, see IQ Bot process overview.

    Procedure

    1. In Automation 360 IQ Bot, click the Learning Instance tab to create a new learning instance and upload sample documents to train.
      Create a learning instance
      Note: As Tegaki API OCR requires a separate On-Premises set up that is not supported in Automation 360 IQ Bot Cloud, all other OCR engines except the Tegaki API OCR are available.
      • You will always have the latest version of the OCR engines supported by Automation 360 IQ Bot Cloud, but cannot select a specific OCR version.
      • You cannot configure OCR settings from the Control Room. Starting with Automation 360 IQ Bot.19 version, we have provided an internal API that can be used to configure OCR settings in the database.

    2. Train the uploaded sample documents in the IQ Bot Designer.
    3. As you finish training each bot, set it to Production mode. When all the bots are in Production mode, set the learning instance to Production mode so it can start processing real documents.
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