AI: Promotion Recommendation Advisor

Set up an AI agent that finds and recommends pricing promotions that you can apply on sales orders. Use tools to influence how the agent ranks promotions and to refine each recommendation's summary.

Use the Promotion Recommendation Advisor before you place the sales order to help customers who haven't placed the order yet but need to determine what they intend to buy.

Realize this benefit:

Improve your customer's experience and increase sales. Include promotion recommendations that can guide your customers to the offers that are most relevant to them

Set Up

You can embed this agent in various Oracle applications. In this example, you will embed it in Service Logistics:

Go to the Setup and Maintenance work area, then go to the Manage Profile Categories task.
Search for the Authenticated User Profile Option category, then make sure the Default Business Unit on Sales Orders profile option exists. If it doesn't, add it.
This profile option sets the value for the Promotion Recommendation Advisor's business unit. You can set the option's Display Sequence attribute to any value. That attribute doesn't affect processing.
Go to the Manage Order Management Parameters task, then set the value for the Number of Recommendations to Display parameter. Set it to a minimum value of 1. Adjust as necessary to meet your needs. The default value is 3.
Go to the Manage Administrator Profile Values task, then set the Enable VBCS Progressive Web Application User Interface (ORA_HCM_VBCS_PWA_ENABLED) profile to Y at the site level.
Go to Home Page > Tools > AI Agent Studio, then search for Promotion Recommendation Advisor.
Click Copy, enter a suffix, then click Continue.
We recommend that you use the suffix to indicate versions, such as 1, 2, 3. You can use Copy Template instead of Template To to automatically add a suffix to each of the agent team's objects. Copy Template displays the team's canvas where you can edit settings, agents, tools, and topics. Copy Template displays a stepwise procedure that helps you set up the team.
Modify the agent to meet your needs, then publish it.

Add to Guided Journey and Test

Go to Home Page > My Client Groups > Show More > ctrl+f, search for, then click Guided Journey.

On the Guided Journey page, click Create, set these values, then click Create Draft:

Attribute	Value
Name	Promotion Recommendation Advisor
Code	PROMOTION_RECOMMENDATION_ADVISOR
Allow Access for External Users	Yes

Add this task, then click Save > Activate:

Attribute	Value
Task Name	Promotion Recommendation Advisor
Task Description	Promotion Recommendation Advisor
Task Type	Agent
Agent Type	Workflow Agent
Workflow Agent	Promotion Recommendation Advisor Agent Team 1

Go to Home Page > Order Management > Service Logistics.
Click Settings and Actions > Edit Page in Visual Builder Studio.
Set the journeyCode property to PROMOTION_RECOMMENDATION_ADVISOR, then click Publish.
Go back to Home Page > Order Management > Service Logistics, then refresh the page.
Click Ask Oracleto get some promotion recommendations. For a similar set up that includes screen prints, see AI Agent: Data Access Advisor for Sales Orders.
Go to Home Page > Order Management > Service Logistics > Ask Oracle, ask some questions, then read the reply.

Examples

Set Up	Sales Order	Recommendation
Summer Promotion If the total quantity of items in the Electronics category is Greater than 10%, then get a 10% discount.	The intend to buy line contains a 30 inch monitor with a quantity of 1.	Recommend the Summer Promotion. Your customer must buy at least 5 electronic items.
July Promotion If you buy 1 Rose item and at least 2 Poppy items, then get a $25 discount on the Vase item.	The intend to buy line contains the Poppy item with a quantity of 1. The sales order has these order lines: Line 1 has the Rose with a quantity of 1. Line 2 has the Vase with a quantity of 1.	Recommend the July Promotion. Your customer must buy a quantity of at least 2 poppies.
Ink Promotion Buy 3 or more printers from the printer category, then get a 10% discount on ink.	Order line 1 has the Printer with a quantity of 2.	Recommend the Ink Promotion. Your customer must buy at least 3 printers.

Set Up

Sales Order

Recommendation

Summer Promotion

If the total quantity of items in the Electronics category is Greater than 10%, then get a 10% discount.

The intend to buy line contains a 30 inch monitor with a quantity of 1.

Recommend the Summer Promotion.

Your customer must buy at least 5 electronic items.

July Promotion

If you buy 1 Rose item and at least 2 Poppy items, then get a $25 discount on the Vase item.

The intend to buy line contains the Poppy item with a quantity of 1.

The sales order has these order lines:

Line 1 has the Rose with a quantity of 1.

Line 2 has the Vase with a quantity of 1.

Recommend the July Promotion.

Your customer must buy a quantity of at least 2 poppies.

Ink Promotion

Buy 3 or more printers from the printer category, then get a 10% discount on ink.

Order line 1 has the Printer with a quantity of 2.

Recommend the Ink Promotion.

Your customer must buy at least 3 printers.

Guidelines

The set of items that have recommended promotions don't influence pricing on other lines that are part of the transaction.
You can use the advisor with only intend to buy lines or with a mix of order and intend to buy lines, and they can be in various statuses, such as draft or closed.

You can use the agent's predefined tools:

Tool	Description
Recommendation Service	Get all promotion recommendations for the current sales order, then return a list of recommendations according to the input transaction document.
Get Sales Pricing Strategy	Get the sales pricing strategy for the sales order or quote.
Get Customer Details	Get customer details, such as a customer's partyId and partyNumber.
Get Profile Option Value	Get a profile option code's values.

For more, see: