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Using Siebel eAdvisor for Quote Solutions

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You can use Siebel eAdvisor to help you find a solution to present to your customer. When you use eAdvisor, an interactive session starts, and a list of questions is presented to help you locate a solution or a product. For instance, if your customer has given you specifications for a car, eAdvisor might present the following questions.

What are the minimum number of passengers?
What are the storage needs?
What is the price range?

Based on your answers, eAdvisor presents a product or solution that you can add to a quote.

If a product, customizable or non-customizable, has attributes that you can choose, then you can make changes to the product. For instance, if a car has two attributes, color and coupe versus four-door, you can select these items. If the different options are priced differently, then the pricing changes are carried over into the line item.

To use eAdvisor to add line items

Navigate to the quote to which you want to add items.
In the Quote form, click Get Advice.

The Advisor List appears.

In the Advisor List, select an Advisor session, and then drill down on the session name.
In the eBusiness Advisor wizard, answer the questions in the left panel, view recommendations in the right panel, and then click Next.

Figure 3 shows an example of an eAdvisor automotive application.

Figure 3. eAdvisor Screen

For more information on eAdvisor, see Siebel Interactive Designer Administration Guide.

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