Generate Account Overview using LLMs Public Knowledge of Account

Use Generative AI capabilities to generate an account overview using LLM's public knowledge about the account. You can now use GenAI to generate an account summary based on large language model's (LLM) public knowledge about an account. LMM’s are machine learning models that can comprehend and generate human language text. They work by analysing massive data sets of language.

By leveraging Generative AI to generate an account overview, customers can automate the process of gathering, analyzing, and synthesizing key account information, resulting in accurate and up-to-date overviews.  Additionally, generative AI can provide valuable insights, enabling businesses to proactively adapt their account plans and stay ahead of the competition. This will help companies improve efficiency, and enhance their overall account management capabilities.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Sales

This feature is currently in limited availability and requires a promo code to enable all Generative AI features in sales.  Please reach out to Oracle to get the promo code.

Tips And Considerations

This feature is currently managed by a profile option Code = ZCA_ACC_SUMMARY_PROMPT_TEMPLATE. Use this profile option to specify the prompt and format generate the account summary. The key to extract is in the prompt used. Your sales administrator can identify the nature of information they would like to extract from the documents. 

Access Requirements

The feature is currently limited availability, please reach out to Oracle if you're interested in leveraging this feature.