Generate Appointment Agenda from Email using Generative AI

Using Generative AI, you now have the option to generate an agenda for your appointment from within an email in Oracle Sales in the Redwood User Experience. Click the "Generate Appointment Agenda" email option to open the Generate Appointment Agenda panel and the Description field is automatically populated with agenda items to include for your upcoming appointment.

Help sales rep easily generate well written appointment agenda from an email saving them time in writing up an agenda. 

Steps to Enable

To enable this feature you need to log a Service Request (SR).

All Generative AI Feature in Sales are currently in limited availability and require customers to opt-in via a promo code. To obtain promo code, please reach out to Oracle support or your account team. 

Tips And Considerations

As with all generative AI features, it's important that your users clearly check and verify the content generated for correctness and accuracy.

Access Requirements

If you're using custom roles and would like to restrict access to GenAI features to only specific roles, you may do so by granting those users ZCA_USE_GENAI_IN_SALES_PRIV privilege.