Integrate with Intelligent Advisor

You can give users access to Intelligent Advisor functionality, which implements online "interview" scenarios, such as feedback for troubleshooting or eligibility assessments for services. Intelligent Advisor delivers advice across channels by capturing rules in Microsoft Word and Excel documents, then building interactive customer service experiences called interviews around those rules.


Only administrators with the enterprise user role can enable integration with Intelligent Advisor. If you aren't an enterprise user, the Intelligent Advisor Cloud Service Integration option is grayed out.

On the Intelligent Advisor side, interviews must be created and stored on the host site. In addition, the Intelligent Advisor administrator must add the Oracle Content and Experience domains (*.documents.* and *.sites.*) to the list of hosts authorized to embed interviews. See Configure security for embedded interviews in the Intelligent Advisor documentation.

On the Oracle Content and Experience side, you need to configure integration with Intelligent Advisor:

  1. After you sign in to the Oracle Content and Experience web application as an administrator, open your user menu and click Administration.
  2. In the Administration menu, click Integrations.
  3. Under Oracle Integrations, select Intelligent Advisor Cloud Service Integration to enable the service, and then set these values:
    • Service URL: Enter the URL of the Intelligent Advisor Cloud Service.

    • Service User: Enter the name of the Intelligent Advisor user. This user must be an Integration user and must have the Deploy Admin role for the Intelligent Advisor collections. See Create an account for application integration in the Intelligent Advisor Documentation Library.

    • Service Password: Enter the user password.

After both services have been configured for integration, Oracle Content and Experience users can add an Intelligent Advisor component to site pages.