Get Started with Intelligent Advisor for System Integrators

Intelligent Advisor provides a rich set of tools for developers to customize and extend it with other applications.

Integrate interviews

Intelligent Advisor interviews can be integrated into other applications, with data loaded and saved to the connected application as required. The look and feel of your interview can be configured for a seamless customer experience.

Alternatively, interviews can be used standalone and launched by adding the interview URL directly to your website, existing application or email. Intelligent Advisor does not require a connected application unless data is to be loaded or saved.

Interviews can be embedded in contact and agent interfaces, Knowledge, Digital Assistant, Engagement Engine, Visual Builder, and any website using a div or inline frame.

To get started, see:

• Overview of Developing Web Interviews

• Extend Oracle Fusion With Intelligent Advisor Interviews

• Extend B2C Service With Intelligent Advisor Interviews

• Extend a Visual Builder Application with Intelligent Advisor Interviews

• Extend Another Application with Intelligent Advisor Interviews

• Launch an Interview From a URL

• Data Integration

• Provide Anonymous Advice

Develop interview customizations

Intelligent Advisor interviews can be customized using JavaScript interview extensions to meet business requirements in terms of interview styling and behavior. You can use any control you can imagine, such as maps, menus or calendars, and apply you own corporate styles to any interview component. There are no conflicts with, or dependency on, existing Intelligent Advisor control styles and you can override only the components and behaviors that you need to.

Interview extensions can also be used, in conjunction with interview extension data connections, to validate and extend data interactions during an interview. For example, to incorporate third party validation, identity checking and other services into advice experiences.

To get started, see:

• Interview Styling and Behavior

• Perform Web Service Calls From Within an Interview

Integrate headless decisioning with applications and processes

The Determinations API provides RESTful services (Decision service and Batch assess service) for the high performance automation of decisions. For compatibility with existing implementations, SOAP web services are also available (Assess service and Answer service).

To get started, see:

• Introduction to Headless Decisioning with Intelligent Advisor

• REST Assessments with Policy Modeling Projects

• REST Assessments with Web-Authored Decision Services

• SOAP Assessments with Policy Modeling Projects

Build flow applications

Intelligent Advisor flows can be embedded within applications developed using Oracle Visual Builder. This is done by adding the Intelligent Advisor Flow component to a Visual Builder web application. There are styling options to customize the Intelligent Advisor flow runtime look, and events to allow the management of flow data actions. Web applications can be deployed to desktop as well as mobile devices.

To get started, see:

• Extend a Visual Builder Application with Intelligent Advisor Flows

• Build a Mobile Application Using Intelligent Advisor

Create new interview experiences

The Intelligent Advisor Chat API can be used to integrate an Intelligent Advisor interview with virtual assistance technology to provide personalized advice experience.

The Intelligent Advisor Flow Engine API can be used to integrate Intelligent Advisor browser-authored flows into a wide range of applications and scenarios ranging from traditional interviews to chat to pure backend headless services. It allows complete control over rendering an interactive Intelligent Advisor experience.

To get started, see:

• Integrate Intelligent Advisor Into a Virtual Assistant Experience Using the Chat API

• Integrate Intelligent Advisor Using the Flow Engine API

• Create a Legacy Custom Interactive Interview Experience

Automate Hub tasks with APIs

The Intelligent Advisor Hub REST API can be used to perform administrative tasks programmatically. OAuth 2.0 is used for access control. The API is fully self-describing.

To get started, see:

• Intelligent Advisor Hub REST API

Automate Policy Modeling project lifecycle

Command-line tools are available to perform and automate the various Policy Modeling administrative tasks.

To get started, see:

• Introduction to Command-Line Tools for Policy Modeling

Define value lists to import into Policy Modeling projects

The value list XML import format allows programmatic creation of hierarchical lists of values that can be imported into Policy Modeling from an external source and shared between Policy Modeling projects.

To get started, see:

• Value List XML Format