Overview of Common ODA Setup for Sales
Here's an overview of the basic Oracle Digital Assistant setup that you must complete for sales features that use natural language processing, including sales recommendations and the Sales Assistant chatbot used with Oracle CX Sales Mobile and Microsoft Teams.
|
Step |
Setup Task |
Application |
Description |
Where to Get More Details |
|---|---|---|---|---|
|
1 |
Enable a user to administer the Oracle Digital Assistant application. |
Oracle Identity Cloud Service (IDCS) | In IDCS, you must provide the user setting up the sales feature with the ability to administer the Oracle Digital Assistant (ODA) platform. This one-time setup involves importing sales users into IDCS, and assigning the Service Administrator role to the user doing the setup in ODA. You must have the Identity Domain Administrator role to complete this step. |
See the topic: Enable Users to Administer Oracle Digital Assistant. For additional information, see the Oracle Digital Assistant documentation: Getting Started with Oracle Digital Assistant for Cloud Applications. |
|
2 |
Copy the URL for the Oracle Digital Assistant (ODA) for your use in setup. |
Oracle Identity Cloud Service (IDCS) |
You can obtain the URL to access the ODA platform UI during your IDCS setup. Just copy the URL from the idcs-oda application Configuration tab, Resources section, Primary Audience field. This step is optional. After you opt in to the Digital Assistant feature in your sales application (step 3), you can also access the ODA platform UI directly from the sales application through the Manage Digital Assistant setup task. |
See the topic: Obtain the Oracle Digital Assistant URL |
| 3 | Opt in to the Digital Assistant feature. | Sales application |
Opt in to the Digital Assistant feature. This is a one-time setup. After you do so, you can access the ODA platform UI directly from Setup and Maintenance in the Sales application using the Manage Digital Assistant setup task. |
See the topic: Opt in to Oracle Digital Assistant |
| 4 | Install the Digital Assistant for Fusion Applications (FADigitalAssistant) provided by Oracle. | Oracle Digital Assistant |
In the ODA platform, you must pull (install) the FADigitalAssistant and the CX Text Analyzer from the application's skill store. The FADigitalAssistant includes the CX Sales skill that's required for activities filtering and the Sales Assistant chatbot in the CX Sales Mobile and Microsoft Teams applications. The CX Text Analyzer digital assistant is required for the Sales Recommendations feature. |
See the topic: Install the Digital Assistants |
| 5 | Create channels for the features that use natural language processing and hook them up to Sales. | Use Oracle Digital Assistant for the channel creation. |
How you create the channels and how you hook them up depends on the feature. Follow the setup instructions in the chapters covering different features. |
See the topics: |
| 6 | Periodically update the FADigitalAssistant and CX Text Analyzer digital assistants. | Oracle Digital Assistant | FADigitalAssistant and the CX Text Analyzer digital assistants are updated every release and three times within each release. You should periodically update both to the latest version. |
See the topic: Refresh the Digital Assistants |