Generate Opportunity Win Story Using Generative AI

Using data from fields on the Opportunity UI, generative AI (Gen AI) can generate a win story when an opportunity is won and closed. Win stories can serve as useful references about how an opportunity was won and closed. The win story can be shared with your sales organization to leverage key learnings for similar future opportunities.

Gen AI makes is very easy for salespeople to write up a win story about their success closing an opportunity. By creating and sharing opportunity win stories can be immensely beneficial to salespeople in winning and closing opportunities in the future.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

All Generative AI features in CX Sales currently require a promo code to enable them. Please contact Oracle support to get access to the promo code to enable generative AI on your CX Sales instance. Once enabled, you can enable the Generate Win Story smart action in Application Composer as follows:

  1. Click Navigator > Configuration > Sandboxes

  2. Create and activate a sandbox with Application Composer tool. 

  3. Navigate to Application Composer
  4. Click on Smart Actions
  5. Search for "Generate Win Story" smart action and enable the action.
  6. Navigate to a test opportunity to ensure the smart action is visible on a closed and won opportunity by typing in Generate Win Story in action bar.
  7. Verify the functionality
  8. Once completed, you can publish the sandbox to make the smart action available to all users.

Note:  You should modify the prompt used for generating win story to make sure it's referencing correct opportunity fields.

Enable Generate Win Story Smart Action

Enable Generate Win Story Smart Action

Generate Win Story UI in Redwood Sales

Generate Win Story UI in Redwood Sales

Tips And Considerations

  1. The default layout for Generating Win Story saves the generated win story in Comments field on the Opportunity.  It's advisable that you perhaps create a custom Long text field and use that to save the win story. You will need Visual Builder (VB) to make the change to layout to reference the custom fields.
  2. When modifying the prompt used for Generating win story, note, at this time only header level fields can be ingested into the prompt. 

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.