Natural-Language Filtering for Activities

You can make it possible for salespeople to use English-language expressions in the Action Bar to filter the list of activities. For example, entering "filter my tasks due tomorrow", displays all the tasks due by the end of the calendar day in your time zone where you are listed as a resource. Entering "filter communications about pricing", displays all emails threads and phone logs with the keyword pricing.

Without the natural language processing, you must select one of the predefined filters and then use keywords for the rest of the search.

Oracle Digital Assistant and Activity Filtering

Natural language filtering uses the text analysis features of Oracle Digital Assistant (ODA) just like the other natural language features in Sales. Here's a brief overview of concepts and tasks to help you with your implementation.

Overview of Oracle Digital Assistant Integration Elements for Activities Filtering

Callout	Description
1	The Oracle Digital Assistant (ODA) platform that's used to create different natural language analysis skills. The skills are bundled into Digital Assistants.
2	For activities filtering, you use the FADigitalAssistant digital assistant.
3	FADigitalAssistant includes multiple skills, including CX Sales, Help Desk, and HCM Knowledge. For activities filtering, you use the CX Sales skill.
4	You connect the skills in ODA to the sales application, by creating different types of channels. For activities filtering, you create an Oracle Web channel.
5	After you create and activate the channel, you copy its Web Channel ID.
6	You paste the Web Channel ID into the profile option Sensing Agent to ODA Channel ID (ORA_ZCA_SENS_ODA_CHANNEL_ID).

Overview of Natural-Language Filtering Setup for Activities

Here's an overview of the setup tasks that make it possible for salespeople to use the English language to filter activities.

Here's an overview of the setup tasks.

Step	Setup Task	Application	Description	Where to Get More Details
1	Complete the prerequisite Oracle Digital Assistant application setup.	Oracle Identity Cloud Service (IDCS)	Before you set up any of the features that use natural language processing, you must perform some prerequisite setup of Oracle Digital Assistant: Set up administrator users Obtain the ODA URL Install (pull) the FADigitalAssistant. Enable the Digital Assistant used for Oracle Fusion Cloud Applications	See the topic: Overview of Common ODA Setup for Sales.
2	Create the Oracle Web channel to sales	Oracle Digital Assistant	Create the Oracle Web channel that enables the analysis of the text salespeople enter in the Action Bar. After you create the channel, you copy the Webhook URL. You need it for the next step.	See the topic: Create an Oracle Web Channel
3	Associate the Oracle Web channel that you created to the sales application.	Sales application	Paste the Web Channel ID into the profile option Sensing Agent to ODA Channel ID (ORA_ZCA_SENS_ODA_CHANNEL_ID).	See the topic: Enter the Channel ID into a Profile Option to Enable Activity Filtering

Create an Oracle Web Channel

Create an Oracle Web channel to send what salespeople enter in the Action Bar to Oracle Digital Assistant for natural-language processing.

1. Navigate to the Setup and Maintenance work area and select the Sales offering.
2. In the Functional Areas pane, click Digital Assistant.
3. In the Task pane, click the Manage Digital Assistant task.

4. On the Oracle Digital Assistant home page, click the Navigator (the hamburger menu highlighted by callout 1).

   
5. Expand the Development menu item (callout 2).
6. Click Channels (callout 3).
7. Make sure that the Users tab is selected (callout 4).
8. Click Add Channel to open the Create Channel window.
9. Make these entries in the Create Channel window:
   1. Give your channel a name.
   2. Select Oracle Web as the channel type.
   3. In the Allowed Domains field, enter *.
   4. Turn off Client Authentication Enabled
   5. Click Create.
10. In the Route To field, select the CX Sales skill from the FADigital Assistant that you pulled from the store earlier.
11. Scroll to the Channel ID field and copy the value. You must enter the value in the profile option Sensing Agent to ODA Channel ID (ORA_ZCA_SENS_ODA_CHANNEL_ID ).
12. Turn on Channel Enabled at the top of the page.

Enter the Channel ID into a Profile Option to Enable Activity Filtering

To enable the activity filtering, enter the Channel ID from the Oracle Web channel you created in the profile option Sensing Agent to ODA Channel ID (ORA_ZCA_SENS_ODA_CHANNEL_ID ).

Before you start

Create the Oracle Web channel.

1. In the Setup and Maintenance work area, open the Manage Administrator Profile Values task.

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Administrator Profile Values

2. In the search region of the Manage Administrator Profile Values page, enter the profile option code name ORA_ZCA_SENS_ODA_CHANNEL_ID in the Profile Option Code field.

3. Click Search.

4. Click on the profile option name in the search results.

5. Paste the channel ID into the Profile Value field.

6. Click Save and Close.