Support Generative AI Quote Summaries for Non-Oracle CRM-Integrated Sites

Oracle CPQ 25C introduces a Generic Integration called Generative AI to develop Generative AI (GenAI) Quote Summaries for Customer Relationship Management (CRM) integrated Oracle CPQ sites. Generative AI (GenAI) Quote Summaries were introduced in Oracle CPQ 25B for only sites integrated only with Oracle Sales.

This feature extends GenAI Quote Summary support to CRM integrations, for example Salesforce or Microsoft Dynamics.

Note: Oracle Sales integrated sites do not need to create a Generic Integration to utilize Generative AI Quote Summaries.

Oracle CPQ leverages Generative AI (GenAI) to automatically generate comprehensive quote summaries. Users can then choose to use the generated quote summary when communicating with customers or internal stakeholders. The GenAI quote summaries are available for Redwood Quote UI and JET Transaction UI.

Steps to Enable

Target Audience

Non-Oracle Sales Cloud integrated customers

Pre-Requisites

• Customers must have a provisioned Oracle Fusion environment.

• Contact My Oracle Support to enable GenAI features on the Oracle Fusion environment.

• Set the Quote Summary Prompt:

• Refer to Administration Interface to Manage Prompts Used for Generative AI Features

• Seeded prompt code - cx.cpq.quote_summary

Set Up a Generative AI Generic Integration

To set up the Generative AI Generic Integration for a CRM integrated site, complete the following steps:

1. Log in to Oracle CPQ as a Full Access user.

2. Navigate to the Admin Home Page.

3. Click Integration Center in the Integration Platform section.

4. Click Create Integration.

5. Select Generic Integration from the Type drop-down.

6. Enter “Generative AI” in the Name field.

 

6. Enter the Fusion environment URL in the Request URL field. 

7. Enter the Username and Password credentials.

8. Select the Enable Integration checkbox.

9. Click Save.

WARNING: Once the integration is active, unselecting the Enable Integration checkbox disables any integrations which use it. Run-time integrations will not execute and some administrative features may not be available.

Tips And Considerations

• The GenAI quote summaries are available for Redwood Quote UI and JET Transaction UI.
• A Generate Quote Summary action is required to generate the summary. If this action does not exist, refer to Redwood Quote UI and JET Transaction UI > Create a Generate Quote Summary Action.