Oracle Intelligent Advisor
Oracle Intelligent Advisor (Intelligent Advisor) interviews can be embedded as questionnaires in the Service Console and Agent Browser UI by using a workspace control, and in your customer portal by adding the provided sample widget. Interviews can also be delivered on mobile devices.
Intelligent Advisor is especially useful when customer service must comply with regulations or internal company policies. When policy changes occur, rules and interview flows can quickly be updated and re-deployed, ensuring your organization's advice is always accurate and up-to-date. Intelligent Advisor features include:
- Easy mapping of B2C Service data into and out of Intelligent Advisor interviews.
- A management console for tracking and deploying policy versions.
- Web services for integrating decision-making with other applications and processes.
- The ability to generate prepopulated PDF forms, using the built-in Business Intelligence Publisher integration.
A broad range of industries use Intelligent Advisor including:
- Public sector, for applications like benefit entitlements, licensing, and border control operations.
- Higher education, for scholarship eligibility, transfer credit assessments, and course prerequisites.
- Financial services, for insurance claims, premium calculations, and loan eligibility.
This image shows an example Intelligent Advisor interview delivered on the customer portal.

Microsoft Word (or Excel) is used to author rules.

See Answer ID 5597 to access Intelligent Advisor documentation. Oracle Intelligent Advisor is available for integration with the following releases:
- Service Console: February 2013 and later
- Agent Browser UI: August 2015 and later