Overview of Sales Recommendations Setup
Digital Sales uses the natural language processing capabilities of the Oracle Digital Assistant (ODA) to analyze the text of notes and tasks. This guide covers only the steps to enable the Sales Recommendations feature using the Sales skill in ODA provided by Oracle. For information on creating skills and other ODA features, you must follow the instructions in the Getting Started with Oracle Digital Assistant for Cloud Applications.
Here's an overview of the setup tasks.
Step |
Setup Task |
Application |
Description |
Where to Get More Details |
---|---|---|---|---|
1 |
Complete the prerequisite Oracle Digital Assistant application setup. |
Oracle Identity Cloud Service (IDCS) | Before you set up any of the features that use
natural-language processing, you must perform some prerequisite
setup of Oracle Digital Assistant: 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 the Webhook channel to sales |
Oracle Digital Assistant |
Create the Webhook channel that enables the analysis of sales text. After you create the channel, you copy the Webhook URL and secret key for use in the next step. |
See the topic: Create a Webhook Channel |
3 | Associate the Webhook channel that you created to the sales application. | Sales application |
Enter the Webhook URL and secret key in Application Composer ( ). You then enable text analysis, and disable any fields you don't want analyzed. |
See the topic: Associate the Webhook Channel to Sales and Specify Recommendation Options |
4 | Enable Recommendations | Sales application | Opt in to the Sales Recommendations feature. |
See the topic: Enable Sales Recommendations |