Context Driven Email Association to Opportunities

This feature enables automatic capture, association, and summarization of all customer engagement emails to opportunities without manual effort. The system ensures visibility through contextual linking of engagements, while triggering downstream sales agents to enhance opportunity progression, recommendations, and data capture.

  • Increased sales productivity through automation
  • Improved data accuracy and completeness
  • Better visibility into customer engagements
  • Faster, more informed decision-making
  • Accelerated opportunity progression
  • Reduced risk of missed or lost information
  • Improved forecast reliability
  • Scalable and consistent sales operations

Steps to enable and configure

  1. Navigate to Tools > AI Agent Studio > New Studio UI > Workflows.

  2. Locate the seeded Engagement Association Agent workflow.

  3. Select Copy Template.

  4. Enter a meaningful suffix, such as

    _SCHEDULED

    , and select Continue. This creates an editable copy. Do not modify the seeded workflow.

  5. Open the copied Engagement Association Agent workflow.

  6. Select Agent Team Settings > Triggers.

  7. In the Schedule section, select Add.

  8. Select a schedule type:

    • Interval for a repeating elapsed period, such as every 15 minutes or every hour.
    • Recurrence for calendar-based timing, such as weekdays at 9:00 AM.

  9. Enter the required timing details and start time. Optionally enter an end date and time, then select Update or Save.

  10. Publish the copied workflow. The schedule becomes active only after publication.

  11. Verify that the workflow is running in Monitoring and Evaluation > Activities > Schedules.

Tips and considerations

Pre-Requirements 

  1. MS Exchange email should be configured to store the emails to the Sales app 
  2. Alternately O365 Plugin should be configured to store the emails to the Sales app

Key resources

Overview of Sales Orchestration:
https://docs.oracle.com/en/cloud/saas/sales/gsaso/overview.html

Oracle Sales for Outlook:
https://docs.oracle.com/en/cloud/saas/sales/fasms/home-page.html

How do I use AI Agent Studio?
https://docs.oracle.com/en/cloud/saas/fusion-ai/26c/aiaas/index.html

Access requirements

Sales administrators configure and maintain email synchronization and the applicable Oracle Sales integration.

Sales representatives require access to Oracle Sales email/engagement capabilities and to the related contacts, accounts, and opportunities.

Opportunity access follows the existing Oracle Sales security model, including ownership, opportunity team membership, resource hierarchy, and territory-based access where applicable.