How do I enable the Generate Account Description smart action?

You can use Generative AI to generate account descriptions from .PDF documents by enabling the Generate Account Description smart action. For example you might want a summary of a financial disclosure document to help with account planning activities. From the Account details page type Generate Account Description in the Action Bar.

If there's already a description, then this action opens a drawer which displays the account description. If there's no description to display, then you can choose to upload a document of your choice.

You must enable the smart action to use this feature from the Action Bar in Oracle Sales. Before you start, ensure you've the Use Generative AI Features in Sales feature enabled.

Here's how to enable the Generate Account Description smart action:

1. Click Navigator > Configuration > Sandboxes.
2. On the Sandboxes page, click Create Sandbox.
3. In the All Tools section, select Application Composer.
4. In Application Composer, click Smart Actions, available from the Common Setup.
5. In the search box, search for Generate Account Description smart action.
6. In the Enabled column, select Yes to enable the smart action.
7. Test and then publish the sandbox.

By default, the account description generated by the smart action is saved in the Description field. If you're using the Description field for other purpose, you can change the layout to reference a different field such as a custom long text field.

When you upload a document to an Account, the document is saved as an attachment to the account. When you delete the document within the drawer that displays when generating an account description from the smart action, it doesn't delete the corresponding attachment. If required, you can delete the attachment from the Attachments subview area.

If you don't select a document when generating an account description, the feature then generates an account description based on the LLMs knowledge of an account which maybe dated or inaccurate. So, with any generative AI feature, please verify the content generated for accuracy and correctness.