Guided Configuration AI-Assist Agent for CPQ Running in Fusion

Oracle CPQ 26C introduces a guided Configuration AI-Assist Agent within Ask Oracle to capture natural-language configuration requirements and propose best-fit selections and provide interactive explanations.

Feature Highlights:

  • Users enter configuration requirements in natural language through Ask Oracle.
  • The Guided Configuration AI-Assist Agent interprets each request and suggests three possible combinations of selections for different objectives.
  • The experience provides a textual explanation of the request and the resulting choices.
  • Users can interact with active configurable values in the explanation to fine-tune recommended configurations.
  • Users can follow the agentic conversation alongside recommendations and enter additional feedback or requirements.

This feature provides the following benefits:

  • Provides intelligent assistance that interprets user needs and automates selection in complex configurations.
  • Enables faster, more efficient, and more complete product configurations.
  • Makes conversational configuration more intuitive and reduces seller and buyer training needs.
  • Improves deal speed and supports faster quote cycle time.
  • Prevents the need to clutter the layout with additional permanent guidance and Help icons.

Steps to enable and configure

Access Requirements:

  • User must be assigned the ORA_DR_FAI_GENERATIVE_AI_AGENT_CX_ADMINISTRATOR_DUTY Role.
  • Administrators need access to Agents Admin UI to configure agent teams, tools, topics, and document grounding.
  • Configuration admin users need permissions to access AI Agent Studio, set workflow input variables, and upload specification documents.
  • Runtime users need required security privileges to access the chat component and related REST APIs used by the Guided Configuration AI-Assist Agent.
  • Access to underlying configuration data and rule metadata must be permitted in the deployment environment.

To upload the relevant document supporting the AI-Assist Agent, complete the following steps:

  1. Navigate to the Oracle AI Agent Studio >Agent Team >Published.
  2. Navigate to Configuration Design Document Upload agent.

Configuration Design Document Uploader

  1. Click View.
  2. Click the Debug icon.

Configuration Design Document Upload - Debug Icon

  1. Set the Input Variables as follows:

    1. Enter Rest for the Trigger Type.

    2.  Do not enter a value in the Input Question field. It is mandatory this field is empty.

    3. Enter the Sample Payload, as folllows:

Input Variable Example 

  1. Click Start Test. The variables are stored and a "Done" message displays.

Configuration Design Document - Test Done

  1. Clear the chat using the Eraser icon. This is necessary because the AI Agent Studio will not allow you to continue chat with input triggers.
  2. Click the Chat Attachment icon and upload the design specification document from your device.

Configuration Design Document - Upload Attached File

  1. Enter the input message "upload".
  2. Once you see the "Success" status message, the document has been successfully uploaded. 
    Configuration Design Document - Uploaded Successfully

Tips and considerations

  • Response quality depends on source-document curation and metadata quality for configurable attributes and rules.

  • Keep recommendation and constraint rules current to prevent invalid suggestions.

Key resources

Access requirements