1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. AI Agents in the Sales Dashboard

AI Agents in the Sales Dashboard

Salespeople can use 2 AI agents in the sales dashboard. One creates create charts and tables from prompts. The other can be used to gain insights on the information presented in charts.

  • Sales Analyzer: transforms prompts users enter in the Ask Oracle bar into charts, tables, and KPIs.

    Things to know:

    • The Sales Analyzer agent uses the sales information indexed by Adaptive Search.

    • Attributes that salespeople use for grouping chart information must be enabled for Group by during Adaptive Search setup.

    • You're limited to grouping the data by one attribute. For example, you can have the Sales Analyzer create a bar chart showing the number of opportunities for each of your team members by sales stage, but you can't generate a stacked chart that shows the number of opportunities and revenue by sales stage.

    • For salespeople and sales managers, the charts are temporary. They can't be saved unless you have sales administrator privileges.

    • Sales administrators can save the charts in the library and add them to dashboards using the personalization feature. Or they can edit the generated content in the Visualization Configuration tool and add it to sales dashboards in Oracle Visual Builder Studio.

    For more information on how to use the agent, see the topic Create a Chart or a KPI from a Prompt.

  • Narrative Insights: generates text insights on sales dashboard visualizations and allows salespeople to ask follow-up questions about the underlying information:

    1. Salespeople click Action > Insights next to a graphic displayed in the sales dashboard.
    2. The agent displays the insights in a drawer.
    3. Salespeople can follow up with questions in the drawer.

    The Narrative Insights agent is a supervisor agent that orchestrates the generation of narrative insights by managing the flow between data retrieval and analytical processing. It classifies user queries, decides whether visualization data is sufficient, and delegates tasks to the appropriate agents to produce fact-based, context-aware insights.

    For more information on how salespeople use the agent, see the topic Generate Insights from Sales Dashboard Graphs in the Using Sales for Redwood guide.