Using Automation 360 IQ Bot On-Premises

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 INSTANCES tab to create a new learning instance, upload sample documents to train, and select the OCR engine for document processing.
    Create a learning instance
    Select an OCR engine
  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