Navigating in the Sales Orchestration Page

When you first open the opportunity, the page displays both summaries of your interactions with the customer and the account summary.

Initial Summary View

Here's a sample of the anatomy of the opportunity page view in Sales Orchestration with callouts identifying major sections:

Anatomy of the Initial View

Callout	Description
1	Header with key opportunity information
2	Summary of your engagement with the customer on the opportunity and a summary of the account information. You can drill into the engagement summary to view the details and reply to emails.
3	Actions you can take and an overview of the progress toward meeting your sales objectives.

Working with Ask Oracle

Open the Ask Oracle chat by selecting either the Chat icon or one of the recommendations.

When you work, the page is divided into 4 main sections.

Ask Oracle View

Callout Number	Section	Description
1	Header	Header with key opportunity information
2	Ask Oracle chat	Ask questions and request updates in the Ask Oracle section.
3	Action details work area	The Action Details is the work area where the AI agent displays drafts.
4	Actions	Take actions using the toolbar or select a recommendation. You can also view and approve AI suggestions under the What We've Done for You heading, review upcoming meetings, and view progress on achieving your team's sales objectives.

Both the Chat icon (1 in the following sample image) and the recommendation (2) open the Ask Oracle chat (3) as depicted:

Selecting a recommendation automatically starts the chat and display drafts in the middle Action Details work area (4). You can request changes to the draft using the chat. Each time you request a change, Ask Oracle generates a new draft. You can go back to previous drafts by selecting their icons in the chat. If you close the Action Details work area you return to the summary view.