Generating Opportunity Insights
With narrative insights, you can use generative AI to summarize an Opportunity record and quickly review deal status, related records, recent activity, and open follow-up.
The content in narrative insights is AI-generated and may contain inaccuracies or omissions. You should verify the summary by reviewing the underlying records.
Key Benefits
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Review the current position of a deal in a single narrative.
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Understand the context provided by linked estimates and sales transactions.
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Review recent activity and open follow-up to help determine your next steps.
To generate an insight on an opportunity record, the Enable Narrative Insights preference must be enabled in the Narrative Insights subtab of the Agent Preferences page. This preference is enabled by default.
You can generate narrative insights for an opportunity by using Ask Oracle. Open Ask Oracle and enter a prompt that identifies the opportunity by its number. Submit the prompt to generate the insight. The insight appears in an AI Canvas alongside the conversation.
For example, enter the following prompt in Ask Oracle: 'Create a narrative insight for opportunity OPP12345.' Replace OPP12345 with the number of the opportunity that you want to review.
What to Expect in the Output
Output can vary based on available data and your prompt. It may include:
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A summary of the current position of the deal.
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Deal details, such as status, probability, projected total, and expected close date.
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Linked estimates and directly linked sales transactions, when available.
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Recent activity and open follow-up.
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Potential next steps based on the opportunity information.