How to train Documentbot in Simplifai Studio in 3 steps
The Documentbot is a tool that streamlines document processing using AI. It interprets free-text in all types of documents and can classify them, extract data and execute actions among other tasks.
Here we will take you through 3 easy steps on how to train a Documentbot, for language and actions in our platform Simplifai Studio. If you want to know more, book a demo for a live session and we will guide you through how it works
Get started with a few samples
Quick and easy to implement
About Simplifai Studio
Simplifai Studio is a user-friendly platform for training and monitoring all our bots under one roof. Anyone can learn, and there are no technical skills or coding needed. Whether it’s Emailbot, Documentbot, Chatbot, or a Digital Employeethe platform is flexible, easy-to-use, and implement, and you can get started in no time.
Training process overview
1. Import existing docs
2. Training by tagging
3. Set up action flow
Step 1: Import your documents
Import a set of documents as training data. The bot will only need a few samples to get going.
Here you can see a list of all documents which are imported or synced from online folders and email attachments
Step 2: Training by tagging
Mark each document with the necessary document type, its intents and entities. Then send to the AI engine for training.
Step 3: Set rules for action flow
Decide on the action the Documentbot is to perform and when here in action flow according to your business rules. Choose between:
Settings
In settings, you set up the incoming connections, where the documents come from, and outgoing connections where the bot can move/archive documents.
Learn how Simplifai Documentbot can automate incoming document processing
