What generative artificial intelligence features are integrated with Sales?

Generative Artificial Intelligence (GenAI) is the name given to a subset of artificial intelligence tools from Oracle that quickly creates content in response to text prompts. Generative AI is a fully managed Oracle Cloud Infrastructure (OCI) service that provides a set of the latest Large Language Models (LLMs) that cover a wide range of use cases for text generation and summarization.

Large language models are machine learning models that comprehends and generates human language text by analyzing massive data sets of language. Generative AI content ranges from short and simple to very long and complex data that helps salespeople boost their productivity when collaborating with their customers and knowledge partners. However, LLMs can sometimes render text that isn't realistic and might provide misinformation in some instances. Mistakes happen when language models interpret inaccurate information so it's important that content generated by LLMs is thoroughly reviewed before using its content when communicating with your customers or for other activities.

Once your organization identifies the information to extract from documents, sales administrators can specify the prompt and format to automate the generation of content to suit your own unique requirements. The key to extracting content is in the prompt used so that the best responses are generated using Generative AI that works best for your users.

Generative AI features Available for Oracle Sales

Here's a list of the different Generative AI features available to configure using the administration UIs for Generative AI for Oracle Sales in the Redwood User Experience.

Automate Key Account Descriptions

Feature	Description
Generate Account Description using LLMs Public Knowledge of Account	You can use Generative AI to generate account descriptions based on large language models public knowledge about an account. Generative AI helps automate the process of gathering, analyzing, and synthesizing key account information, resulting in correct and up-to-date information about your key accounts. You can change the prompt template to generate an account description that meets the requirements of your organization. Using valuable insights about your accounts, you can proactively adapt your account plans to stay ahead of the competition. This Generative AI feature helps improve efficiency and enhance your overall account management capabilities.
Generate Account Descriptions from .PDF Documents	Use Generative AI to generate account descriptions from .PDF documents, such as a 10k financial disclosure document, to help with account planning activities. For example, select and upload a 10k document and once processing is completed, click Generate to generate a description based on the 10k document. The generated description is displayed in the text area where you can review and change the description. You can use the Writing Assistant feature to either proofread or change formatting before saving the description. This feature saves you a lot of time as you can easily research the account rather than spending hours going through long documents or searching on the internet for information about the account. You can enable a smart action to enable this feature from the Action Bar. See How do I enable the Generate Account Description smart action? for more information.
Use Action Bar to Request Summaries	You can use the Action Bar to request summaries that are generated in real-time from Oracle's Generative AI service. For example, enter the following commands from the Action Bar in the respective object pages: Show Activity Summary - This command provides a concise summary of recent activities along with action items for Oracle Sales records. This lets you get quickly oriented without navigating to or reviewing individual activity or communication details for the account, opportunity, or lead records. Show Opportunity Summary or Show Lead Summary or Show Account Summary This command provides a clear summary of the key information for the record transaction of the object. It opens a drawer over the object page and generates, in real-time, a summary of all record transactions and activities. Generate Account Description This command enters a new drawer where you can upload a file (such as a 10K) or type a description for the account organization. Use Generative AI to execute a summary on the information entered. This feature isn't generated in real-time.

Generate Scripts for Won and Closed Opportunities

Feature	Description
Generate Customer Win Story when Opportunity is Won and Closed	Generative AI can help create win stories from existing data about won and closed opportunities. You can easily share the AI generated win stories with your sales organization to help other sales team members learn from existing won opportunities. Win stories provide valuable insights into what works well in the process of wining and closing sales opportunities. These stories can be used to improve future sales and marketing strategies.

Feature

Description

Generate Customer Win Story when Opportunity is Won and Closed

Generative AI can help create win stories from existing data about won and closed opportunities. You can easily share the AI generated win stories with your sales organization to help other sales team members learn from existing won opportunities.

Win stories provide valuable insights into what works well in the process of wining and closing sales opportunities. These stories can be used to improve future sales and marketing strategies.

Promote Sales Collaboration Process

Feature	Description
Generate Initial Outreach Email	Use Generative AI to generate an initial outreach email, which is a tailored introduction to your services, and used to discuss the potential of a partnership. The feature uses a prompt template that specifies the input parameters to include in your outreach message and the tone of how you want to deliver the message in the email. For example, if a customer is available for a discovery call, the Generative AI process can automatically generate email content using the context of the sales process step to send an email reply on your behalf. This feature saves time by helping you with the follow-up process for collaborating with your prospects and customers based on a suitable email reply template.

Feature

Description

Generate Initial Outreach Email

Use Generative AI to generate an initial outreach email, which is a tailored introduction to your services, and used to discuss the potential of a partnership. The feature uses a prompt template that specifies the input parameters to include in your outreach message and the tone of how you want to deliver the message in the email.

For example, if a customer is available for a discovery call, the Generative AI process can automatically generate email content using the context of the sales process step to send an email reply on your behalf. This feature saves time by helping you with the follow-up process for collaborating with your prospects and customers based on a suitable email reply template.

Enhance Productivity of Salespeople

Feature	Description
Compose Emails	With Generative AI, you can easily and efficiently draft an effective yet personalized outreach email to send to your customers. This feature uses the following context, if available, to automate the generation of email content to send to recipients. Account name Product details Your company name Title of the person sending the email The feature uses separate prompt templates for the different business objects such as leads, opportunities, contacts or accounts. This enables the Generative AI process to consume context from the specific object into the prompt used to generate the email. The person composing the email should clearly check and verify the content generated for correctness and accuracy and ensure it's appropriate for the recipients. You can also use the prompt bar to personalize the email, proofread and edit the email, and change the tone of the email and so on.
Reply To Emails	Use Generative AI to generate a reply to an email received from your contacts. You can now simply click the Generate button from your email application to generate an email response to those contacts on the email you received. This action uses the original email message to generate a reply that displays in the email body. Note: Sometimes the content generated by AI powered tools might contain inaccurate information so before you reply to the email, you must review the content to ensure that its correct and appropriate to the recipients. You can then further edit the content of your reply and use the prompt bar to do simple things such as proofread your reply, change the tone and so on to personalize your response.
Generate Appointment Agenda from Email	Using Generative AI, you now have the option to generate an agenda for your appointment from within an email for Oracle Sales. Click the Generate Appointment Agenda email option to open the Generate Appointment Agenda panel and the Description field is automatically populated with agenda items to include for your upcoming appointment. This feature saves you time when formulating an agenda and lets you easily generate well written appointment agenda items from an email. As with all generative AI features, its best practice to review the content of your agenda to ensure that its correct and appropriate to your audience.
Manage Notes	Use Generative AI to manage notes content for Oracle Sales. For example, after you've entered text for your note, you can use the prompt bar to add instructions for Generative AI to manage the content of the note. You can request Generative AI to proofread the content by simply typing `proofread` in the prompt bar and then click Generate. You can also summarize the note by typing `summarize` in the prompt bar or change the layout of the notes format to bullet format and so.
Maintain Version History with Writing Assistant	Writing Assistant uses Generative AI to maintain a version of drafts as you compose email or notes. Each time you use Generative AI to further improve the text of an email or notes, the Writing Assistant feature remembers the previous version. For example, you can easily revert to a previous version of the note or email so any previous updates you might have done are available if the current response isn't appropriate. This saves a lot of time and effort and helps generate useful content when using the Writing Assistant feature. Note: Version are maintained only in the current editing session when updating current notes or email. A new version is created each time you click Generate.

Manage Prompts Used for Generative AI Features

Feature	Description
Use Administration UI to Manage Prompts Used for Generative AI Features	You can use the administration UI to manage the prompts used for Generative AI features. This feature lets you adjust the Generative AI prompts to your own unique business requirements so that the best responses are generated that works best for your users. From the UI, you can define the format of the Generative AI output by selecting fields from objects into the prompts. You can preview the response result within the UI by replacing field values with sample test data and once you're satisfied, save the prompt to make it available within the application.

Feature

Description

Use Administration UI to Manage Prompts Used for Generative AI Features

You can use the administration UI to manage the prompts used for Generative AI features. This feature lets you adjust the Generative AI prompts to your own unique business requirements so that the best responses are generated that works best for your users.

From the UI, you can define the format of the Generative AI output by selecting fields from objects into the prompts. You can preview the response result within the UI by replacing field values with sample test data and once you're satisfied, save the prompt to make it available within the application.