Cloud Readiness / Oracle Adaptive Intelligent Apps for CX
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  1. October 2019
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Sales
        1. Filter Engagement Report by Recommendation Type

October 2019

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
21 OCT 2019 Created initial document.

Overview

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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Feature Summary

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
(Feature Delivered Enabled)

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
(Feature Delivered Disabled)

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.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Sales

Filter Engagement Report by Recommendation Type

Sales

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 Engagement Cloud to use these features.

Filter Engagement Report by Recommendation Type

Learn more from the recommended actions engagement report by filtering on feedback for a specific recommendation type. You can either choose to view the average feedback for all recommendations, or view feedback for a specific recommendation that you’re interested in.

Here’s a screenshot of the Recommended Action Engagement report with the Filter by Recommendation Type field highlighted.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources