Compose Emails using Generative AI

With the Redwood Sales Add-in, sellers can now generate outreach emails using Generative AI, tailored to the recipient’s context from Sales, and personalized to the selling company. Simply click the Compose – AI Assist button while drafting an email to a new prospect or customer in Outlook's compose mode. Users can further customize the email by adjusting the tone and length, or by providing additional input using the embedded tools. Finally, the Use this draft option allows users to bring the generated content into Outlook for any final edits before sending the email.

Sellers can significantly boost efficiency by leveraging Generative AI to craft tailored outreach emails for each customer, ensuring both relevance and personalization.

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.

  1. In a publishable sandbox, navigate to Application Composer > Productivity Application Setup > Oracle Sales for Outlook
  2. In the Application Features pane, click Share.
  3. In the Share Views section, select Email.
  4. In the Layouts section, select an existing custom layout where Compose with AI feature is to be enabled. Else, clone the standard layout and enter a layout name.
  5. In the rightmost pane, expand the Generative AI pane and turn on the Compose - AI Assist toggle.
  6. Click Save.

Tips And Considerations

  1. As with all Generative AI features, it's important that your users clearly check and verify the content generated for correctness and accuracy.
  2. Compose – AI Assist button appears only when users are in Outlook’s compose mode, creating a new email, and have entered at least one Sales contact’s email address as a recipient. 
  3. Sent emails using Compose - AI Assist are automatically shared to Sales.

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.