Overview of Sales Assistant

Sales Assistant is a chatbot that you can use to access sales information and perform sales activities. You enter questions or commands, and the Sales Assistant retrieves the information or acts on your requests. The Sales Assistant reduces manual data entry, and makes it easier to view and update sales records through text in Microsoft Teams and through either text or voice in CX Sales Mobile.

Things to note:

• Supported Channels: Microsoft Teams, CX Sales Mobile

• Supported Language: English

• Supported Objects: Accounts, Appointment, Contacts, Opportunities, Service Requests, Tasks, Sales Leads, and Custom objects

  Administrators can enable or disable different objects for each channel.

• Security: When using Oracle Sales Assistant in Microsoft Teams, you're prompted to sign in to CX Sales via a sign-in button the assistant sends to you when you first converse with it. After you sign in, the assistant continues the conversation with you.

  To use Oracle Sales Assistant in CX Sales Mobile, you can use the chatbot right away after you sign in to Oracle CX Sales Mobile.

  For any channels, the same functional privilege you have in CX Sales applies when entering into conversations with the Sales Assistant.

Where to Get Help with Sales Assistant Setup

If you need help with enabling Oracle Sales Assistant, send a message to the Sales Assistant forum on Oracle Cloud Customer Connect. Here's the URL:

https://cloudcustomerconnect.oracle.com/resources/dee2ff3bf7/summary