The learning instance workflow consists of the Staging and Production environments. Staging is a training, testing, and validation environment for hands-on experience with the IQ Bot workflow on documents that represent the larger volume of documents to process in production.
- Provide an overview and give you the opportunity to review and correct the extracted data before sending the bots to production
- Provide reporting data for the Staging environment so it does not interfere with reporting data in the Production environment.
- Upload sample documents.
- Classify or digitize the sample documents.
- Create or train bots to extract data.
- Preview to verify extraction or make manual corrections.
- Save and set the bots to production.