1. Implementing Sales
  2. Set Up Oracle Sales Assistant for CX Sales Mobile

Set Up Oracle Sales Assistant for CX Sales Mobile

Oracle CX Sales Mobile is a specialized mobile application for CX Sales. Only the CX Sales skill (Oracle Sales Assistant) for CX Sales can be set up with CX Sales Mobile.

You create a channel in Oracle Digital Assistant and expose your Sales Assistant in Oracle CX Sales Mobile.

Set Up CX Sales Mobile

Once you have performed the steps to configure ODA and have access to start using Sales Assistant, you can configure the Oracle Web Channel to associate to the Sales assistant skill. Here's a table summarizing what you must do to set up CX Sales Mobile with the Oracle Sales Assistant. See the topic referenced in the last column for details about each setup step.

Step

Task

Description

Where to get more details

1

Complete the prerequisite Oracle Digital Assistant application setup.
Before you set up any of the features that use natural-language processing, you must perform some prerequisite setup of Oracle Digital Assistant:
  • Set up administrator users
  • Obtain the ODA URL
  • Enable the Digital Assistant used for Oracle Fusion Cloud Applications
If you already completed the setup for another feature, you can skip this step.

See the topic: Overview of Common ODA Setup for Sales.

For additional information, see the Oracle Digital Assistant documentation: Getting Started with Oracle Digital Assistant for Cloud Applications.

2

Create a Channel in Digital Assistant.

Create an Oracle Web Channel in Oracle Digital Assistant.

See the section "Create a Channel in Digital Assistant" in the topic Enable Sales Assistant for CX Sales Mobile for more information.
3 Set up in CX Sales Mobile Composer tab in CX Sales Application Composer. To enable Oracle Sales Assistant in CX Sales Mobile, enter the Oracle Digital Assistant Host and Channel ID of the Oracle Web channel registered in Oracle Digital Assistant.

See the section "Set the Digital Assistant Host and Channel ID" in the topic Enable Sales Assistant for CX Sales Mobile for more information.

4

Enable or Disable Sales Assistant for Standard or Custom Objects.

In the CX Sales Mobile configuration tool, select the standard or custom objects you would like to enable for sales assistant.

See the section "Enable or Disable Sales Assistant for Standard or Custom Objects" in the topic Enable Sales Assistant for CX Sales Mobile for more information.

5

Test Your Configurations.

After you have configured Oracle CX Sales Mobile using Application Composer, you should test your configurations before distributing them to your user's mobile devices.

See the topic Test Your Configurations of the Mobile Applications chapter of this guide.
Note: The CX Sales Mobile app uses saved searches and other work areas that are powered by the high-performance search capabilities of Adaptive Search.Prior to using the CX Sales Mobile application, check that Adaptive Search is deployed in the CX Sales application, and that search indexing processes are run and regularly scheduled. You must also ensure that these fields are enabled for use as search filters for the following objects:
  • Opportunity: - Status, Sales Method
  • Activity: - Type, Activity, Start Date, End Date, Status, and Due Date