Overview

Sales order journeys in Siebel CRM can typically require users to work across customer, contact, address, product, billing, and order information while maintaining the flow of a customer interaction. Although Siebel CRM provides the business processes and controls needed to execute these journeys, progressing each step through multiple views can make the experience navigation-intensive and dependent on user familiarity with the application.

Siebel Sales Assistant is a Sample Application designed to demonstrate a more guided, chat-led approach to sales and order execution. It enables sales representatives to express requests in natural language and helps progress the supported journey by coordinating customer, contact, address, product, billing, and order activities.

The Sample Application embeds an AI assistant experience within Siebel CRM. The assistant interprets the user's request, maintains the active journey context, follows the configured workflow, and invokes approved Siebel capabilities to perform the required business actions. The Siebel application continues to manage underlying business logic, validations, approvals, and transaction records.

The Sample Application focuses on new-customer onboarding and guided sales order creation through submission. It provides a reference implementation that customers can evaluate in their own environment and extend through supported workflow, agent, and integration configuration points.

Demonstration

Key Benefits

Siebel Sales Assistant is intended to reduce the navigation effort involved in progressing supported sales and order journeys in Siebel CRM. By providing a guided AI assistant experience, it can help users maintain momentum in the customer interaction while completing the required business steps.

You can benefit from a more consistent path through customer onboarding and order creation, with the assistant helping maintain journey context and coordinate the required actions. For sales and operations teams, the Sample Application demonstrates how AI guidance can be connected to Siebel CRM for execution without changing the underlying business processes, validations, approvals, or transaction records.

Key capabilities

• Natural-Language Sales Journey. Users can initiate and progress the supported new-customer onboarding and sales order journey through natural-language interaction within Siebel.
• Guided Workflow and Customer Context. The assistant maintains the customer account as the active journey context and guides users across related customer, contact, address, product, billing, and order activities in the required sequence.
• AI-Orchestrated Business Execution. The assistant interprets the user's request, determines the appropriate workflow step, and coordinates the relevant Account, Product, Order, and utility capabilities to execute supported actions.
• Governed Siebel Integration. Configured AI Connector MCP tools and Open Integration APIs provide the path for approved actions to be executed in Siebel, while Siebel continues to manage business logic, validations, approvals, and transaction records.
• Order Progression Through Submission. The supported journey progresses through order readiness and approval-gated submission, with the outcome validated against backend tool evidence and resulting Siebel records.
• Configurable Reference Solution. Customers can evaluate and adapt the sample through supported workflow, specialist-agent, prompt, model-provider, and MCP integration configuration points.

How it works

Siebel Sales Assistant is deployed as a set of connected components in the customer environment. The AI assistant experience is embedded within the Siebel application, while the Sales Assistant runtime is deployed as a customer-managed container.

When a sales user enters a request, the runtime interprets it, maintains the active customer and journey context, and follows the configured workflow. It then coordinates the appropriate Account, Product, Order, or utility capability to complete the supported action.

The runtime invokes AI Connector MCP tools, which call Open Integration and the relevant Siebel business services, workflows, and REST APIs. Siebel continues to manage resulting records, validations, approvals, and transaction outcomes.

The delivered sample supports the configured new-customer onboarding and guided sales order journey through approval-gated submission.

Access the sample application

The Siebel Sales Assistant Sample Application is delivered as a patch update through My Oracle Support. You can request access by logging a Service Request with Patch : 39911396.

Review My Oracle Support: Technical Note KB927585 - Siebel Sales Assistant for more information and reference the note when logging the Service Request.

The update package includes Siebel application artifacts, Siebel Conversational UX assets, the Sales Assistant runtime container, AI Connector configuration, Open Integration configuration, and deployment documentation. Refer to the included setup guide for detailed installation, security configuration, validation, and troubleshooting instructions.

Conclusion

Siebel Sales Assistant provides a practical reference for applying an AI assistant experience to guided sales and order execution within Siebel CRM. It demonstrates how natural-language interaction, workflow control, and governed backend actions can work together while preserving the business processes, validations, approvals, and transaction records managed by Siebel CRM.