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Siebel Interactive Designer Administration Guide > Building an Application Using Interactive Designer >

Siebel eAdvisor

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Use the eAdvisor application to involve customers in an interactive dialogue to understand their needs and recommend appropriate solutions as an initial point in the buying process. Siebel eAdvisor allows customers to base their decision on their needs, without extensive product knowledge.

The eAdvisor applications open from a link in another application. For example, a sales application in which a user can configure and purchase a car might include a Need Help? link. When the user clicks Need Help?, the eAdvisor application opens, displaying a list of questions. For example, if a customer is shopping for a car, eAdvisor might present the following questions:

What will be the minimum number of passengers in your car?
What are your storage needs?
What are your priority considerations (safety, fuel, economy, transmission)?

Based on the user's answers, a product or solution appears that can be added to a Siebel quote or shopping cart, or further configured in eConfigurator. To allow the user to further refine their configuration, an eAdvisor session is often integrated with an eConfigurator application (either browser-based or server-based). The eAdvisor application collects the user's requirements to provide a possible solution. A link to the eConfigurator application is provided for a user to further configure that solution. Users can restore an eAdvisor session from a Siebel quote or shopping cart by clicking the Customize button.

The eAdvisor links are provided in Siebel eCatalog, shopping cart, and quote applications.

For information on creating an eAdvisor application, see Creating an eAdvisor Application.

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