This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 21 JAN 2021 | Created initial document. |
This document outlines the features in Oracle Adaptive Intelligent Apps for Customer Experience and describes any tasks you might need to perform for this service. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Use Lead Conversion Probability Reports to Monitor Lead Predictions |
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Oracle Adaptive Intelligent Apps for Customer Experience provides guidance for salespeople to increase their win rates with data-driven pipeline management and recommendations for the next best sales action. Salespeople benefit from advanced machine-learning techniques to optimize customer engagement. You must integrate with Oracle CX Sales to use these features.
Use Lead Conversion Probability Reports to Monitor Lead Predictions
Use the lead conversion probability reports on the Insights page to evaluate the performance of adaptive intelligent models in predicting lead conversion.
Navigate to the Insights page, and click Lead Conversion Probability to review these reports:
- Lead prediction status report to view the number of predicted leads shown to your salespeople over a 12-month period
- Lead prediction accuracy report to know how accurate the adaptive intelligence predictions were during a selected period, based on how many high-scoring leads got converted to opportunities
- Predicted lead engagement report to see your salespeople’s engagement with leads during a selected period, based on the activities they created for predicted leads with high scores
This is a screenshot of the Insights page for lead conversion probability that shows the lead prediction status report:
This screenshot shows the lead prediction accuracy report:
This screenshot shows the predicted lead engagement report:
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources