Contact Intelligence

Contact Intelligence is an AI-powered agent integrated into Oracle Sales Cloud that delivers comprehensive insights on customer contacts. It surfaces relevant and timely intelligence to sales professionals directly within account, opportunity, and contact detail pages, supporting all stages of the sales cycle.

• Contextual Insights: Delivers real-time intelligence on contacts while users are managing account and opportunity records, or reviewing individual contact details.
• Contact Profile Summaries: Provides up-to-date information including job title, geographic location, and seniority.
• Influence Analysis: Highlights the role of each contact and impact in key sales activities, such as their involvement in high-value opportunities and leads.
• Engagement History: Summarizes communications and interactions, including emails, calls, meeting notes, and previous engagement touchpoints.
• Conversation Support: Offers AI-suggested conversation topics to enhance personalization and engagement effectiveness in prospecting and relationship management.

Contact Intelligence empowers sales teams to make more informed decisions and personalize engagement by providing a holistic view of each contact. By centralizing critical information, such as influence in deals, engagement history, and actionable conversation suggestions, sales users can accelerate sales cycles, improve account management, and increase win rates through targeted and relevant interactions.

Steps to enable and configure

Enable new smart actions from App Composer for all relevant objects:

• View Contact Intelligence
• Show Contact Intelligence