Generate Account Descriptions

To generate the description for an account, display the account details page and enter Generate Account Description in the Ask Oracle bar. Here are the detailed steps

1. Sign in to the sales application as a user with the Sales Administrator job role, or another role with the privilege ZCA_USE_GENAI_IN_SALES_PRIV.
2. Open the Redwood Sales > Accounts work area.
3. Search for and display the details page for the account where you want to create the description.
4. Enter Generate Account Description in the Ask Oracle bar and select the Generate Account Description action.

5. Create the description:

   1. Upload one or more PDFs that you want to use for your description, such as a company 10-K report.
   2. Select the PDFs you want to use to generate the description. If you didn't upload any documents, the description is generated by the LLM from publicly-available information it's been trained on.
   3. Click the Generate button. Each time you click the button the application generates a version of the description.
   4. Add prompts to fine-tune the description language and regenerate. You can ask the LLM to add bullets, shorten the text, or change the tone, for example.
   5. You can edit and format the text yourself.
   6. You can generate multiple versions of the description and copy and paste between the versions you generated. The versions are available until you save.
6. Click Save to save the Recent version of the description and make it available to salespeople.