2Configure Digital Assistant

This chapter contains the following:

Overview of Configuring Digital Assistant

Your users access Digital Assistant with a specific user role. So you can assign the user roles to them, such as administrator, developer, and business user. You must train your Digital Assistant, configure SMS Channel and Application Initiated Channel, and connect them with your Digital Assistant. Once you set up your Digital Assistant, you can test it to check whether it's working correctly on your desktop and mobile devices.

Digital Assistant User Roles

You must assign appropriate roles to your users so that they can administer, configure, or analyze Digital Assistant. Based on their roles, users can import Skills, add utterances, test Skills, or extend Digital Assistant. Once you assign the roles, users can access Digital Assistant. You don't need to assign roles to the users who interact with Skills in other channels, such as SMS.

This table shows the roles you can assign to your users and what they can do.

User Roles What They Can Do

ServiceAdministrator

ODA Service Administrator Role

  • Get complete access to the Bots instance for the draft and published Skills.

  • Access or import Skills.

  • Clone or extend Skills.

  • Delete a published Skill or Digital Assistant.

  • Do data management tasks, such as purging data when the instance is out of memory.

ServiceDeveloper

ODA Service Developer Role

  • Delete a draft Skill but not a published one.

  • Get full access to build and test Skills and Digital Assistant.

Note: Users with this role can't access the data management tasks and so they can't purge data.

ServiceBusinessUser

ODA Service Business User Role

  • Get access to the analytics insights.

  • Test the dialog flows and whether the intent and entity match.

  • Add sample utterances to the training corpus to retrain a Skill.

Note: This role is primarily specific to an analyst in the company, or someone who's in the line of business, such as expenses, and wants to see the analytics. Users with this role can only view the skills or settings but can't modify them. They can't access the data management tasks to purge data.

Assign Digital Assistant User Roles

With the Identity Domain Administrator role, you can access the Identity Cloud Service application, and assign appropriate roles to your users. For users who use single sign-on to access Oracle Applications Cloud, make sure their login credentials are synchronized with that of Identity Cloud Service automatically during hybrid provision.

  1. Sign in to Oracle Identity Cloud Service.

  2. From the Navigator, select Applications.

  3. Open the application instance that you want to assign the user roles for.

  4. Click the Application Roles tab.

  5. Select a role and click the corresponding menu icon.

  6. Click Assign Users.

    The menu item for user role.
  7. Search for the user you want to assign a role to.

    Note: You can search for the user by name or email address.
  8. Select the user and click OK.

Use Oracle Applications Cloud to access Digital Assistant. You must have the administrator or developer role to do this task.

  1. Sign in to Oracle Applications Cloud.

  2. Click your user image or name in the global header, and on the Settings and Actions menu, select Setup and Maintenance.

  3. Click the Tasks icon, and select Review Topology.

  4. Click the Diagnostic Tests tab, and then click Enterprise Application Configuration tab.

  5. In the Enterprise Application list, search and select Oracle Digital Assistant.

  6. Select Validate External Enterprise Application Endpoint URL, and click the Run icon.

    The Review Topology page showing the Enterprise
Application Configuration tab.
  7. Copy the URL from the External Endpoint URL column, and open the link in a different browser window.

    You see the Oracle Digital Assistant Sign In page.

  8. Sign in to Oracle Digital Assistant using your SSO credentials.

  9. Train your Digital Assistant.

    1. From the Navigator, select Development > Digital Assistants.

    2. Search for FADigitalAssistant.

    3. On the FADigitalAssistant page, click Train at the top right corner.

    4. In the Train dialog box, select the Trainer Tm check box to improve your Digital Assistant's machine learning cognition.

    5. Click Submit.

      Note: Only the users with administrator or developer role can train FADigitalAssistant.
      The FADigitalAssistant page showing the Train dialog
box.
  10. Configure the SMS Channel and the Application Initiated Channel, and connect them to Digital Assistant.

    1. From the Navigator, select Development > Channels.

    2. Click Channel.

    3. In the Create Channel dialog box, enter the details, and in the Channel Type list, select Twilio SMS.

      You can get account SID, authentication token, and phone number from your Twilio account.

    4. Click Create.

    5. In the Route To list, select FADigitalAssistant to associate this SMS channel to FADigitalAssistant.

Test Digital Assistant

You can test whether your FADigitalAssistant is working using your desktop and mobile devices. To test it on your mobile device, you use the Twilio SMS phone number that you already configured.

Test Digital Assistant on Your Desktop Device

  1. Sign in to Oracle Digital Assistant.

  2. From the Navigator, select Development > Digital Assistants.

  3. Click FADigitalAssistant.

  4. Click the Play icon that you can see at the bottom left corner of the page with FADigitalAssistant details. You see a test page.

    A page with FADigitalAssistant details.
  5. In the text box at the bottom left corner of the test page, type "Hello".

    A page showing the field where you type Hello.

    The FADigitalAssistant responds with a list of supported Skills and intents.

  6. Click any of the intents and proceed as per your requirements.

Test Digital Assistant on Your Mobile Device

  1. Open Digital Assistant on your mobile device.

  2. Text "Hello" to the phone number that you configured.

    Digital Assistant responds with the tasks it can do for you as shown in this image.

    Image showing the Digital Assistant's response
with the tasks it can do for you.
  3. Respond by typing something on your mobile device. For example, you can type "Taxi for $30".

    Digital Assistant sends an URL to sign in to the Oracle Applications Cloud.

  4. Sign in to your application, and follow the steps provided in the SMS.

About Extending Published Skills

After you buy the Digital Assistant SKUs specific to each product, you can extend Skills to do these tasks:

  • Add new utterances to existing Skills.

  • Add new intents or entities and resulting dialog to purchased SaaS API.

  • Add FAQ to the BOT (CSV only).

  • Change configuration parameters within Skills.

  • Add support for languages other than English.

    Note: You must purchase translator applications separately.

You can also buy a separate SKU named "ODAP4SaaS" to do these additional tasks:

  • Add new intents or entities and resulting dialog to third-party back-end services.

  • Add a new Skill to Oracle SaaS when users haven't purchased corresponding SaaS Pillar Skill.

  • Add a new skill to Oracle on-premises implementations or third-party back-end services when users haven't purchased corresponding SaaS Pillar Skill. For example, say some users bought the HCM Skill, but they're trying to connect to CRM without buying the CRM Skill.

  • Add Oracle Voice to the existing Skill.

  • Integrate with one or more of these applications:

    • Oracle CX Sales

    • Oracle Service Cloud

    • Help desk of a third-party application