What it is and what it is for
An IDP Agent reads defined fields from your documents. Ready-made templates exist, for example, for finance, HR, legal, insurance or logistics. Important: the former Skills Store no longer exists. You find its templates directly when you create an IDP Agent.
How it works
- Open Document AI → IDP Agents.
- Click Create agent. Create new IDP Agent opens.
- Under Predefined templates pick a suitable template. Use Categories and the search to find it faster.
- Check the Fields and click Create agent.
- You can adjust the fields afterwards in the agent editor.
Good to know
- Besides the predefined ones there are Free templates for your own fields. With Import template you load a template as a JSON file.
- Processing documents with an IDP Agent is a paid feature.
- The Skills Store no longer exists. Old links lead to IDP Agents.