Creating a learning instance is the first task for creating and training an IQ Bot.

1. Click the New instance button. The Create new learning instance page appears.
2. Enter the following information:
   1. Instance name: Enter a unique name. IQ Bot does not allow duplicate learning instance names.
      Even if you delete a learning instance, the name cannot be reused.
   2. Description (optional): Enter a description.
   3. Document type: Select the domain from the drop-down list. Based on the domain selected, a predefined set of form and table fields for the domain type appears. For example, when you select Invoices, the standard forms and tables of an invoice appear.
      If you want to use a custom domain, then select Document type > Other.
   4. Upload your documents: Click the Browse button to upload the documents samples to classify and train for the learning instance. Use documents with a resolution value of at least 300 dots per inch (dpi). If multiple documents are in a single PDF, split the PDF into separate documents before the upload. Use the Automation Anywhere PDF command or Acrobat editor to split into separate documents.
      You can upload a maximum of 12 MB file size, but add additional documents even after creating the learning instance.
      Besides image formats, such as TIFF, JPG, and PNG files, you can also upload PDF, Vector, Raster, and Hybrid (Vector and Raster) documents for classification and analysis.
   5. Primary language of documents: Select the language of the learning instance from the drop-down list.
      To create custom domains in other languages and access up to 190 languages that IQ Bot supports, contact the Services team.
3. Add the standard fields in the Standard form fields and Standard table fields sections. To add additional fields, enter the field name in the Other fields (Optional) section and click the Add as form/Add as table options. You cannot add duplicate fields using customization.
   Follow the naming conventions when you enter a name in the Other fields (Optional) field:

   • Field names can only begin with alphabets (A-Z and a-z).
   • Field names can only include numbers, alphabets, and spaces.
4. Click the Create instance and analyze button to create the learning instance. The system analyzes and sorts the training documents into logical groups based on field identification and shows its details in the Learning Instance > Summary tab. Your next step is to begin training the learning instance you just created in the Designer.