1 About This Guide

This guide is for managers and system administrators at a utility who intend to set up one or more of these Oracle Customer Experience (CX) for Utilities solutions:

  • CX for Utilities Agent Service

  • CX for Utilities Sales

This guide provides an overview of the implementation process for these solutions, and discusses how to:

Refer to the related documentation listed in this table for additional information about CX for Utilities and the related systems:

Oracle System Related Documentation

Oracle Utilities Customer Experience solutions:

  • CX for Utilities Agent Service

  • CX for Utilities Sales

See the Customer Experience for Utilities library to access additional information for these solutions, including user and implementation guides.
Fusion CX for Industries Framework To access information for this system, log into My Oracle Support and view Document KB166238.
Oracle Utilities Customer Cloud Service See the Oracle Utilities Customer Cloud Service library.
Oracle Utilities Customer to Meter

See the Oracle Utilities Customer to Meter library.

Additionally, review the Upgrade Policy to verify that systems are upgraded to the appropriate release and maintenance levels to support all features and functionality. For additional information, see My Oracle Support Document 2876281 Document 2876281.

Oracle Fusion Service, which includes:

  • Service Requests

  • Knowledge Management

  • Computer Telephony Integration (CTI)

  • Email Channels

See the Implementing Service Center Guide in the Oracle Fusion Service library in the Oracle Help Center.

Oracle Redwood Sales, which includes:

  • Contacts
  • Accounts
  • Leads
  • Opportunities

CX for Utilities Agent Service requires the use of Oracle Sales using the Redwood user experience.

See these guides in the Oracle Sales library, located in the Oracle Help Center:

  • Implementing Sales Guide

  • Using Sales in the Redwood Experience Guide