AI Agent: Sales Order Assistant

Use an AI agent to create sales orders more efficiently. The Sales Order Assistant uses natural language to intelligently surface items, pricing, availability, and promotions to your Order Representatives. It reduces manual searching by providing relevant product options,  add-ons, cross sells, and recommendations based on customer needs, and allows you to create a draft order within the agent.

Business Benefits

Order Representatives can use the Sales Order Assistant to:

  • Accelerate product discovery by quickly locating the right products using natural language to search by item number, description or long description to surface matching products.

  • Improve sales efficiency and provide smart product recommendations with AI-powered natural language search that intelligently ranks and displays the most relevant products, shows pricing, promotions, stock and availability for review, minimizing manual navigation across multiple pages.

  • Boost revenue opportunities by automatically surfacing add-ons, cross-sells, and upsells that align with the selected product, increasing average order value and improving customer satisfaction.

  • Simplify order creation using a conversational flow with an order preview showing order number, totals, discounts, and taxes.

  • Quickly navigate to the draft order in Order Management using an order hyperlink for review, edit, or submission - minimizing clicks and manual data entry.

Using the Sales Order Assistant

Use natural language to intelligently search for most relevant, best fit and highest ranked products during customer order creation.  Customer Service Representatives (CSR) can add products to a draft order, review suggested product add-ons for upsell and cross sell opportunities and create a draft order for review.

Product Search and Discovery

The Sales Order Assistant enables CSR’s to search for and identify products using item search terms such as item number, item description or long description. Based on the input provided, the agent ranks and displays the top five standard items as part of the product discovery process.

To find relevant product matches to meet the customer requirements, CSR’s need to enter the customer name (customer name is validated by the agent before proceeding with the order) and a description of the requested product.  The more information entered into the agent, the better the product match.  CSR’s can optionally include a quantity in the agent input.  If no quantity is entered, a quantity of 1 is assumed.  The primary unit of measure of the item is used to place the order.  Need-by or requested by date can also be entered as agent input to search for relevant available products based on when the product is needed.  If no date is entered, the system date is used for the product search.

Here's an example starting prompt for product search.

Computer Service and Rentals is looking for treadmills for their employee gym with Wi-fi capability for interactive workouts, 10-12 mph, incline, multicolor display.

Computer Service and Rentals products search

During product search, the agent validates the customer and product details and identifies the best matched products. The agent displays the top five ranked products, each with a ranking score (%) indicating levels of product affinity. An Agent Pick showcases the best recommendation. For each product, the agent provides the item description, pricing, and stock availability. 

Agent displays a list of ranked products

Agent displays a list of ranked products

Product Selection and Add-On Recommendations 

From the list of products displayed, one or more items can be selected to create a draft order. The agent requires a product selection and quantity to proceed. Once products are added to the order, the agent displays add-on recommendations for potential cross-sell and up-sell opportunities.

Agent shows products to select for the draft order

Products can be selected for a draft order

Product add-ons are defined through Item Relationships in Product Information Management (PIM). Recommended add-ons can be added to the draft order or additional products can be added from the initial product list.

Add-on recommendations for the draft order

Add-on recommendations for the draft order

Draft Order Creation

After products are selected, the agent automatically creates a draft order and displays an order summary that includes order totals, discounts, list and net prices, shipping, tax, and any applicable credits. A hyperlink to the order details page provides quick navigation to the order. The CSR can then review, edit, or add products, and submit the order. All standard Order Management validations are applied.

Agent displays a draft order summary

Agent displays a draft order summary

Sales Order Assistant Example Prompts

Note: All inputs must be given in text/natural language for the agent to successfully process.

Order Creation

  • Create an order for Computer Service and Rentals for qty 10 of Item AS92888
  • Place an order for 5 each of Lenovo Envoy Laptop Rugged for Computer Service and Rentals

Product Discovery

  • Maple Tree is looking for 20 treadmills with incline, Wi-fi, 10-12MPH for a corporate gym
  • Maple Tree needs 4 eliptical machines for commercial use with a touchscreen display. They need by 01-Dec-25
  • Hilman and Associates needs 25 water bottle holders for use with a treadmill or fitness bike
  • Computer Service and Rentals needs 15 Epson printers by 30-Nov-25

Product Selection

Once the agent returns a list of products, products can be added to the order by using natural language inputs such as:

  • Go with option 2
  • Add 10 of option 3 to the order
  • Add (ITEM NUMBER) – Ex:  Add FIT 1200
  • Add 6 of FIT 1100 and 2 of FIT 1200
  • Option 4

Product Add-ons

The agent will return a list of suggested add-ons, these can be added to the order by adding the items with natural language.

For example:

  • Add 4 Yoga Mats
  • Add 2 of the Option 3

Or you can opt-out of any cross-sells/upsells using the following example prompts:

  • Proceed to the order
  • None
  • No add-ons
  • Create Order

Steps to Enable

  1. Go to Home Page > Tools > AI Agent Studio, then search for Sales Order Assistant (Single Agent). Oracle recommends to not use Sales Order Assistant agent for this release.

 Sales Order Assistant Agent Selection

  1. Click Copy, enter a suffix, then click Continue. We recommend that you use the suffix to indicate versions, such as 1, 2,.

Copy the Sales Order Assistant

Click . . . > Edit:

  1. Click Agent Teams, search for The Sales Order Assistant (Single Agent); then Edit to examine the predefined descriptions and prompts for this agent. If necessary, you can modify it, then click Update.

 Edit predefined descriptions and prompts

Edit predefined descriptions and prompts

Note: The Create Sales Order Agent team is an Order Management AI agent than can assist in the creation of a sales order. Based on user input, the agent provides relevant items, product recommendations, add-ons, pricing, availability, and promotions.  The agent creates a draft order with a hyperlink to the saved order in Order Management.

Sales Order Agent Details

The Create Sales Order (Single Agent) consists of the Create Sales Orders Agent and several tools.

Sales Order Agent Tools

  1. After review, click Publish.
  2. Verify the status is Published:  Go back to the tool and verify that it's published.

Tools and Tool Descriptions

Summary of AI Agents

Tools Description Tool Name Tool Code

Get User Session – User Session Tool

Tool that fetches the PersonNumber of the logged in user.

GetUserSession

ORA_USER_SESSION_TOOL

Validate Sales Order Customer – Business Object Tool

Validate and get the default customer data for the given customer information.

Validate Sales Order Customer

VALIDATE_SALES_ORDER_CUSTOMER

getOrderableItems – Business Object Tool 

This tool is used to get InventoryOrganizationId, PricingStrategyId, and TransactionalCurrencyCode and a list orderable items. For each item, it returns ItemNumber, InventoryItemId, Description, Long Description, PrimaryUomCode, ListPrice, NetPrice and Promotion.

getOrderableItems

GETORDERABLEITEMS

Quick Availability Check – Business Object Tool

Tool to get the quick availability information for the provided items/products

Quick Availability Check

QUICK_AVAILABILITY_CHECK

Add on Products – Business Object Tool

This tool retrieves all the addon products for a given parent product. Responsible for add-on discovery only after main product selection is finalized.

Add On Products

ADD_ON_PRODUCTS

Create New Sales Order Tool

This tool allows us to create a new sales order with lines for each product selected by the CSR.

Create Sales Order

CREATE_NEW_SALES_ORDER TOOL

Order Totals – Business Object Tool

This tool retrieve the order totals for the given header id.

Order Totals

ORDER_TOTALS

Order Totals – Business Object Tool

This tool retrieve the order totals for the given header id.

Order Totals

ORDER_TOTALS

Created Order Link – Business Object Tool


Deep link tool to the newly created sales order redwood page

Created Order Link

CREATED_ORDER_LINK

Add to a Guided Journey and Test 

The Sales Order Assistant can be accessed from the Order Management Landing page.  Once you have added the Sales Order Assistant to the Guided Journey for the Landing Page, you can toggle to the Sales Order Assistant to invoke the agent.

Add Sales Order Assistant to a Guided Journey

Add Sales Order Assistant to a Guided Journey

  1. To add the Sales Order Assistant to the Guided Journey, navigate to Home Page > My Client Groups > Show More > ctrl+f, search for, then click Guided Journey.
  2. On the Guided Journey page, click Create, set the values, then click Create Draft:

Summary and Attributes Guided Journey

Attribute Value

Name

Order Management Guided Journey

Code

OM_GUIDED_JOURNEY

Allow Access for External Users

Yes

There are other agents available on the Order Management Landing page, either add the Sales Order Assistant to an existing guided journey defined for Order Management or Create New.  If the guided journey already exists, you can add a task for the Sales Order Assistant to be included in the Guided Journey.

  1. Add this task, then click Save > Activate

Task Agent Attributes and Values

Attribute Value

Task Name

Sales Order Assistant

Task Description

Sales Order Assistant

Task Type

Agent

Agent Type

Workflow Agent

Workflow Agent

Sales Order Assistant 1
  1. Go to Home Page > Order Management > Order Management (New), then repeat steps 5 through 7. Use the journey code and task code that you created for the redesigned landing page.
  2. Test the set up on the landing page. Click Ask Oracle to ask questions that users might typically ask.

Test setup on the landing page

Test setup on the landing page

Tips And Considerations

  • The Sales Order Assistant Supervisor agent introduced in the initial 25D release has been superseded by the Sales Order Assistant (Single Agent), which should be used for all future implementations.
  • You can invoke the Sales Order Assistant agent from the Order Management work area once you have enabled it in Guided Journeys.
  • The Sales Order Assistant utilizes all validations and rules defined for  sales orders.  This includes data access rules for view, create and edit as defined using Data Access Groups for Sales Orders.

Key Resources

Access Requirements

To access the Oracle AI Agent Studio for Fusion Applications and manage SCM AI agents, users must be assigned a configured job role that contains these duty roles:

  • SCM Intelligent Agent Management Duty (ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY and ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY_HCM – both duty role codes are required)
  • Fai Genai Agent SCM Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_SCM_ADMINISTRATOR_DUTY)

In the Security Console, filter by Roles and Privileges to find the SCM Intelligent Agent Management Duty role. Filter by Roles and Permission Groups to find the Fai Genai Agent SCM Administrator Duty role.

To interact with AI agents in product pages, users must be assigned a configured job role that contains this duty role:

  • Fai Genai Agent Runtime Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY)

In the Security Console, filter by Roles and Permission Groups to find this duty role.

To allow users to interact with agents, permission groups must also be enabled in the Security Console on those users configured job roles that contain the Fai Genai Agent Runtime Duty role. Permission groups can be enabled when managing the details for the configured job roles.

Users’ configured job roles must also contain privileges that allow access to the pages where AI agents are enabled.

Users who are assigned a configured job role that contains these privileges can access the Update Agent Documents for Order Management and Process Agent Documents scheduled processes:

  • Manage Scheduled Processes (FND_MANAGE_SCHEDULED_PROCESSES_PRIV)
  • Update Documents for AI Agents (FOM_UPDATE_AGENT_DOCUMENT_PRIV)
  • Manage Intelligent Agent (HRC_MANAGE_AI_AGENT_PRIV)