AI Agents in the Sales Dashboard

Salespeople can use 2 AI agents in the sales dashboard to create visualizations, to gain insights on the information presented in charts, and to ask follow-up questions about the sales information important to them.

• Sales Analyzer: transforms user queries into visualizations.

  1. Salespeople enter their query in the sales dashboard Ask Oracle bar and select Visualize.
  2. The Sales Analyzer generates a chart from the query and displays it in a drawer.
  3. Salespeople can adjust basic visualization settings.
  4. Sales administrators can save the chart to the catalog for future reference or sharing.

  Things to know:

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

  • Sales administrators save the charts in the library and add them to dashboards.

  • 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 more information on how salespeople use the agent, see the topic Create a Chart 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 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.