How do I enable Adaptive Intelligence features for Sales?

Adaptive intelligence uses a combination of machine learning models and decision-based analytics that help you prioritize leads and recommends what best actions to take on opportunities. You need to complete the onboarding steps for Intelligence in Sales and then set up the connection to AI Apps for Sales.

You then must configure specific features based on what features you're using. You can enable the Sales Intelligence features provided by Oracle from the Setup and Maintenance work area as follows.

1. In Setup and Maintenance, open the Enable Sales Intelligence task:
   • Offering: Sales
   • Functional Area: Intelligence in Sales
   • Task: Enable Sales Intelligence
2. On the Enable Sales Intelligence Features page, Select Features panel, click Start.
3. Select the features that you want to enable.
4. Click Continue.

   The application runs a process to identify if you've sufficient data to enable the features. This process may take a while to complete, so you can close the flow and wait for a notification email.

5. On the View Feature Eligibility Report page, you get feedback if you've sufficient data for each feature. Optionally, you can enable and disable features here as well.
6. Click Continue.
7. The Verify Recommended Features step lists the features you're enabling by technology. You must complete any additional configuration steps in the admin UIs for each technology.
8. Click Continue.
9. In the Configure Recommended Features page, you can click the links to open the administration UIs for technologies related to the features you enabled. Links are available for Adaptive Intelligence and Machine Learning (Similar Accounts). There's no direct link for Sales Insights. You can also navigate to these UI pages separately.

Next, you must set up the connection to AI Apps for Sales and import data into AI Apps for Sales from Oracle CX Sales using basic manual steps and configuration.

Connect AI Apps for Sales to CX Sales and Import Sales Data

If you've sufficient data to configure AI Apps features, the Configure Recommended Features page, the last page in the Enable Sales Intelligence task includes the Adaptive Intelligence Activation link.

To complete your configuration, you need to import data from CX Sales.

1. On the Configure Recommended Features page, click Adaptive Intelligence Activation.

   The Adaptive Intelligence Activation page lists all the selected features. However, you can’t activate them till you set up your connection to import data.

2. On the Adaptive Intelligence Activation page, click Add Service Connection.

3. In the Add Service Connection dialog box, enter the following details:

   • Service Endpoint URL: Your Oracle CX Sales host name in the format https://<osc_host_name>. For example, https://abcd.fa.us6.example.com.

   • User Name and Password: User name and password of the Oracle CX Sales user account that you created earlier.

   • Data Import Start Date: Optionally, select the date from when you want to ingest data from Oracle CX Sales. If you don't select a date, the application ingests all the available data.

   Note: After you set the date, don't edit the Data Import Start Date field. Contact Oracle Support if you want to update the field.

4. Click Connect.

   The connection is tested against your Oracle CX Sales host and is saved if successful.

   Note: Update the endpoint URL only if recommended by Oracle Support. Reading a different data set into an existing Oracle AI Apps for Sales instance may result in corrupt predictions.

5. After you set up the connection, click Activate to enable all the selected features.

   Data ingestion starts immediately.

After a successful connection, the application can access and import data from Oracle CX Sales.