Business Plan Summary using GenAI

Leveraging the power of GenAI, Account Owners and Sales Executives can quickly generate a concise, real-time overview of any strategic account plan by selecting the smart action “Generate Business Plan Summary” from the action bar of the plan. GenAI analyzes plan goals, activities, opportunities, SWOT and revenue progress to create a professional, readable summary for executives. 

  • Instantly monitor progress of the plan and spot stalled deals.
  • Prepare for your next Quarterly Business Review (QBR) with ease.
  • Strengthen relationships by tracking contact engagement.
  • Enable data-driven planning at every step.

Steps to Enable and Configure

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.

Step 1. Enable the Business Plan Advisor Agent Team

  1. From the Navigator Menu, go to Tools > AI Agent Studio.
  2. On the AI Agent Studio home screen, ensure you are in the AI Agent Studio tab.
    • You will see a card for Business Plan Advisor Agent Team (or you can search Business with CX family selected).
  3. On the Business Plan Advisor Agent Team tile, choose one of the following:
    • Copy Template: Recommended for quick setup. This automatically creates the Agent Team and artifacts.
    • Use Template: For advanced customization. You will manually create all artifacts (Agent Team, Agent, Tools, Topics, and Business Objects).
  4. Once copied/created:
    • Open the new Agent Team.
    • Make any changes (for example: remove or add tools). Update the Agent Code value to BUSINESS_PLAN_ADVISOR_AGENT_TEAM and click Update. If you want to update a different agent code, you need to login to VB and customize the summary layout.
    • Under the Security tab, set the roles who can access the agent.
  5. Test the agent in AI Agent Studio to confirm it works.
  6. Click Save and Publish.
    • Note down the Agent Team ID for later use.

Tips And Considerations

  • Copy vs. Use Template
    • Copy Template: Faster setup. The system automatically creates all required artifacts with a common prefix (reducing manual steps).
    • Use Template: Requires you to manually add details for every artifact (Agent, Tools, Topics, Business Objects) before the Agent Team is created.
  • Review Tools: After the Agent Team is created, check which tools are relevant to your implementation. If any tool is not required, you may safely remove them.
  • Testing with Debug Option: When testing the agent in AI Agent Studio, you can run queries with test payloads.
  • Save and Publish: Always remember to Save and Publish after configuration or changes so the updates are available in runtime.

Key Resources

User with this privilege ZCA_CREATE_SALES_BUS_PLN_PRIV can create and manage Business Plans. 

To learn more about agent studio, please refer the following documentation 

https://docs.oracle.com/en/cloud/saas/fusion-ai/aiaas/overview.htm

Access Requirements

Before enabling the Business Plan Advisor Agent Team, make sure the correct roles and privileges are assigned:

  • To create and configure AI Agents the user must have the role: ORA_DR_FAI_GENERATIVE_AI_AGENT_CX_ADMINISTRATOR_DUTY
  • To access or use AI Agents end users must have the role: ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY

Work with your Security Administrator if you don’t have these roles assigned.