Recommended Next Steps Added to Quote Summary AI Agent

Oracle CPQ 26C enhances the Quote Summary AI Agent by supporting a configurable AI-agent execution path for quoting workflows. Administrators can configure the agent so sales users can generate quote summaries that include a clear overview of the quote and recommended next steps to help move the opportunity forward.

Feature Highlights:

• AI agent-based quote summary generation that customers can configure for their quoting workflows.
• Structured output with two sections: Summary and Recommended Next Steps.
• Context-aware guidance based on the current stage of the quote process.
• Validation of required fields, with prompts for missing or incomplete information that may block progress.
• Action-oriented insights that help sales users advance quotes more efficiently.

 

This features provides the following benefits:

• Helps sales users quickly understand quote status and required actions without manually scanning every field.
• Improves quote progression by surfacing actionable next-step guidance.
• Reduces avoidable delays by identifying missing data before sellers attempt to advance the process.

Steps to enable and configure

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

Tips and considerations

• Configure the AI-agent execution path to align with your quoting process and business requirements.
• Review the summary and next-step sections to ensure they reflect the intended workflow guidance.
• Use the validation prompts to identify missing information early and reduce delays in quote preparation.
• Confirm that required quote fields are maintained so the agent can generate complete and useful summaries.