Overview of Sales Recommendations Setup

Digital Sales uses the natural language processing capabilities of the Oracle Digital Assistant (ODA) to analyze the text of notes and tasks. This guide covers only the steps to enable the Sales Recommendations feature using the Sales skill in ODA provided by Oracle. For information on creating skills and other ODA features, you must follow the instructions in the Getting Started with Oracle Digital Assistant for Cloud Applications.

Note: Sales recommendations from Sales Insights and Opportunity next best action are also available as part of central recommendations.

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 CX Text Analyzer skill Enable the Digital Assistant used for Oracle Fusion Cloud Applications If you already completed the setup for another feature, you can skip this step.	See the topic: Overview of Common ODA Setup for Sales. For additional information, see the Oracle Digital Assistant documentation: Getting Started with Oracle Digital Assistant for Cloud Applications.
2	Create the Webhook channel to sales	Oracle Digital Assistant	Create the Webhook channel that enables the analysis of sales text. After you create the channel, you copy the Webhook URL and secret key for use in the next step.	See the topic: Create a Webhook Channel
3	Associate the Webhook channel that you created to the sales application.	Sales application	Enter the Webhook URL and secret key in Application Composer ( Application Composer > Common Setup > Oracle Sales Assistant Setup > Configure Text Analysis). You then enable text analysis, and disable any fields you don't want analyzed.	See the topic: Associate the Webhook Channel to Sales and Specify Recommendation Options
4	Enable Recommendations	Sales application	Opt in to the Sales Recommendations feature.	See the topic: Enable Sales Recommendations