Generative AI Quote Summaries

With the 25D release, Oracle Commerce enables self-service users to generate quote summary by leveraging CPQ Generative AI capabilities.

Capability highlights

  • Out-of-the-box integration with CPQ to generate quote summaries
  • Configurable thresholds for when summaries are shown

AI Quote Summary

This feature improves buyer's self-service experience by providing a quick and accurate overview of quote details, reducing manual effort and dependency on sales teams. The feature improves transparency, accelerates decision-making, and enhances the overall self-service journey.

Steps to Enable

  1. In the Administration Console, navigate to Settings > Oracle Integrations. Select Self Service CPQ from the drop down and configure the integration settings. Please refer to the section 'Set Up the Integration of OCC and Oracle CPQ for Self Service' of the Self Service Setup guide for more information.
  2. In the Self Service CPQ settings, enter the Quote Summary action configured in Oracle CPQ into the Quote Summary Action field.
  3. Enable the Quote Summary feature on OCC using the below API. The threshold in the payload defines the minimum number of items needed to be present on the Quote for quote summary to be generated.
    URI: PUT /ccadmin/v1/merchant/ai/quoteConfiguration
    Payload:
    {
      "threshold": 1,
      "enabled": true
    }

Tips And Considerations

  • This feature is only applicable for Commerce on CPQ customers.