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:

    You might encounter the IQ Bot is starting up or 502 Service Temporarily issue for IQ Bot on Cloud. If there are no requests to IQ Bot instance URL for 480 hours/20 Days, the IQ Bot instance is scaled down. It takes about 15 minutes to come up. The trigger for this scale up is when requests are made to the IQ Bot instance.

  2. Train the uploaded sample documents in the IQ Bot Designer.
    Train a learning instance
  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.
    Tasks performed from Bot page
    Set learning instance to Production