Summarize email conversations using Generative AI

With the Redwood Sales Add-in, sellers can now get concise summaries of Outlook email conversations with just a click, all powered by Generative AI.

Email summaries help sellers quickly grasp key points from long email threads, improving their responsiveness and driving higher productivity and customer satisfaction.

Get Email thread summary

Get Email thread summary

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.

To enable the Summarize Email button in the add-in home page:

  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 Summarize Email feature is to be enabled. Else, clone the standard layout and enter a layout name.
  5. In the rightmost pane, expand the Generative AI section and turn on the Enable Summarize Email toggle.
  6. Click Save.

Tips And Considerations

  1. The Summarize Email button appears in the Add-in only when users are reviewing emails that include at least one Sales contact.
  2. As with all generative AI features, it's important that your users verify the generated content for correctness and accuracy.

Access Requirements

If you're using a custom role for the add-in users, you may need to grant ZCA_USE_GENAI_IN_SALES_PRIV privilege to the custom role to ensure the users have access to generative AI functions.