1. Using AI Apps for Sales
  2. Set Up Oracle AI Apps for Sales

Set Up Oracle AI Apps for Sales

You need to complete the onboarding steps for Intelligence in Sales and then set up the connection to AI Apps for Sales. You then have to configure specific features based on what features you're using.

Here are the set of steps you need to complete:

  1. Complete the common onboarding steps for Intelligence in Sales. See Enable Sales Intelligence Features.

  2. Set up the connection to AI Apps. See Import Data from Oracle CX Sales.

  3. Configure attributes and filters to determine the predictions for opportunity win probability and lead scoring. See Set Up Attributes and Filters for Opportunity Win Probability and Lead Scoring Prediction.

  4. Complete all the configuration steps required for recommendations and lead scores to display on opportunities. See Configure Lead Scores and Recommended Actions.