Use the Common Configuration Tool to Update Synonyms

To ensure that Sales Assistant is aware of any objects enabled from the CX Sales Mobile composer tool or Microsoft Teams composer, you can use the Oracle Sales Assistant Common Configurations administrator tool to update synonyms for the objects enabled.

Update Synonyms for Objects Enabled for Oracle Sales Assistant

Here's how to update synonyms for objects enabled for your Sales Assistant.

Sign in to the Oracle CX Sales application as a user with a Sales Administrator role.
Select the sandbox you want use for your configurations.
Open Application Composer by selecting Application Composer under the Configuration category in the Navigator menu.
Under the Common Setup Menu, click Oracle Sales Assistant Setup.
Click the Common Configurations tab to open the Oracle Sales Assistant Common Configurations tool.
Expand the Synonyms section and under the CX Objects section, select the object for which you want to update synonyms.
- The objects displayed are objects are that enabled for Oracle Sales Assistant for any supported channels.
- If you're looking for a child object, first select the parent object, such as "Opportunities", from CX Objects section. Then select the child object from the Child Objects section, such as "Opportunities Child Objects".
- If the child object is also a top-level object, select the top-level object to define the synonyms required.
From the Object Name Synonym(s) field in the right pane, enter the synonym that you want for the selected object in the Enter Synonym(s) text box and press Return.
- Once the synonym is added, it displays in the list of synonyms for the object.
  
  Note: Predefined synonyms can't be removed. To remove a custom synonym, select it from the list and click the X icon.
Click Save. The Select Sales Assistant Skill dialog is displayed.
From the Select Sales Assistant Skill dialog, select the Sales Assistant skill that you want the updated synonyms for objects transferred to.
Click Save.

An in progress notification is displayed during the transfer and a success message is displayed when the transfer successfully completes. The next time you update and save synonyms for an object, the Select Sales Assistant Skill dialog displays the last updated Sales Assistant skill that you have saved to.

Caution: An error message displays if there is an problem during the transfer to the skill. Any updates you made won't be saved if you exit the Common Configurations administrator tool at this stage.

Update Synonyms for Fields Enabled for Oracle Sales Assistant

Use the Oracle Sales Assistant Common Configurations administrator tool to update synonyms for the fields to use in a conversation. You want to ensure that Sales Assistant is aware of the fields you want your users to use in a conversation with the assistant from any of supported channels, such as updating a synonym for a field used to search for a record.

Here's how to update synonyms for your Sales Assistant fields.

Sign in to the Oracle CX Sales application as a user with a Sales Administrator role.
Select the sandbox you want use for your configurations.
Open Application Composer by selecting Application Composer under the Configuration category in the Navigator menu.
Under the Common Setup Menu, click Oracle Sales Assistant Setup.
Click the Common Configurations tab to open the Oracle Sales Assistant Common Configurations tool.
Expand the Synonyms section and under the CX Objects section, select the object for the field which you want to update synonyms.
- If you're looking for a field of a child object, first select the parent object, such as "Opportunities", from CX Objects section. Then select the child object from the Child Objects section, such as "Opportunities Child Objects".
Once the object is selected, select a field from the Fields section in the right pane, enter the synonym that you want for the selected field in the Enter Synonym(s) text box and press Return.
- Once the synonym is added, it displays in the list of synonyms for the field.
  
  Note: Predefined synonyms for fields can't be removed. To remove a custom synonym for a field, select it from the list and click the X icon.
Click Save. The Select Sales Assistant Skill dialog is displayed.
From the Select Sales Assistant Skill dialog, select the Sales Assistant skill that you want the updated synonyms for fields transferred to.
Click Save.

An in progress notification is displayed during the transfer and a success message is displayed when the transfer successfully completes. The next time you update and save synonyms for a field, the Select Sales Assistant Skill dialog displays the last updated Sales Assistant skill that you have saved to.

Caution: An error message displays if there is an problem during the transfer to the skill. Any updates you made won't be saved if you exit the Common Configurations administrator tool at this stage.

Tips for Adding or Updating Synonyms for Objects and Fields

Here are some tips for adding or updating synonyms for objects or fields

If there are no skills of the same version as your sales application, then you must navigate to your Oracle Digital Assistant environment to get the latest version of the Sales skill from the Skill Store (via FADigitialAssistant).
Synonyms can't contain characters such as, : (colon) or , (apostrophe) and can't end with ? (question mark), " or ' (double or single quote mark), or . (period).
Synonym values aren't case-sensitive. For example, USA and usa are considered as the same value.
You can't add synonym(s) that are already present in an object or a field. An error message displays if you try to add a duplicate synonym to the list.
You can't add synonym(s) if the synonym is part of a set of reserved words for the Oracle Sales Assistant. An error message displays if you try to add a synonym that contains a reserved word to the list.
If you add a synonym to a formula field, then Oracle Sales Assistant won't be able to search on the field because formula fields aren't searchable.