AI-Powered Quote Assistance Agent Supports Verbose Input

Oracle CPQ running in Fusion supports an enhanced AI-Powered Quote Assistant Agent experience that can understand longer, natural language requests and turn them into quote actions. This feature also extends quote assistant coverage across quote support flows such as quote summarization, product identification from user prompts, and guided responses that help users move from request to action faster.

Feature Highlights:

The AI-Powered Quote Assistant Agent supports the following enhancements:

  • Submit detailed, conversational requests within a single interaction and have the Assistant interpret the intended quote action.
  • Identify relevant products, product categories, or product families based on natural language prompts, helping streamline quote line-item preparation.
  • Generate quote summaries directly within the Assistant, providing quick visibility into quote status, pricing, and financial information.
  • Leverage guided product identification workflows that help users move seamlessly from a conversational request to product selection.

These enhancements simplify the quote creation and update process by allowing sales users to communicate their requirements in natural language. By reducing the need for manual navigation and product searches, the AI-Powered Quote Assistance Agent helps accelerate quote preparation, improve user productivity, and promote greater consistency in quote-building activities.

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

  • For best results, provide clear business intent and relevant product details when interacting with the Assistant. More context helps the Assistant identify products and recommend appropriate quote actions.
  • Review AI-generated product suggestions and quote summaries before finalizing quote updates to ensure they align with customer requirements and business policies.
  • Product identification results are based on supported products, product categories, and product families available within your Oracle CPQ implementation.
  • The Assistant is designed to accelerate quote preparation and guidance; users remain responsible for validating quote content before submission or approval.