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 |
|---|---|---|
| 09 SEP 2019 | Connect to Multiple Oracle Responsys Accounts | Updated document. Delivered feature in September 2019. |
| 09 SEP 2019 | Updated document. Delivered feature in September 2019. | |
| 03 SEP 2019 | 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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Oracle Adaptive Intelligent Apps for Customer Experience automatically predicts the best-performing combination of send-time and path for each customer. These predictions are based on interaction history, profiles, and content metadata to optimize marketing orchestration for a defined business metric.
Connect to Multiple Oracle Responsys Accounts
Connect to multiple Oracle Responsys accounts so that your company can send adaptive intelligence prediction requests from all of these accounts. For example, your company may have a separate Oracle Responsys account for each of its offices in various locations. In this scenario, you want to connect to all of these accounts from one Oracle Adaptive Intelligent Apps for CX instance.
You can also add different file server locations for your contact and event data for each account connection.
This screenshot shows the Data Sources page with two Oracle Responsys account connections.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- For the second and any subsequent connections, reuse the API key and the SSH2 key combination that you created while connecting to your first Oracle Responsys account.
Key Resources
Accounts Filter on the Programs Summary Page
Now that you can connect to multiple Oracle Responsys accounts, you can use the Account list on the Programs page to filter the list of programs. Programs for all accounts are listed by default.
In this screenshot, you see a list of programs along with the accounts that they belong to.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
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.
Simpler Steps to Configure Oracle Engagement Cloud
You can now configure Oracle Engagement Cloud for recommended actions from Adaptive Intelligent Apps using the Configure Best Sales Action task. Navigate to Setup and Maintenance in Oracle Engagement Cloud to access this task.
Earlier, you had to set profile options to complete the configuration steps.
Here’s a screenshot of the Configure Best Sales Action page.
Steps to Enable
To access the Configure Best Sales Action task and complete the configuration steps, refer to the topic in the Key Resources section.
Key Resources
Tailor Recommended Actions to Your Requirements
You can now tailor recommended actions to suit your organization needs. Navigate to the Configure Best Sales Action task and deselect check boxes for recommended actions that you don’t want to be displayed for your salespeople. Update recommended actions to change the action and explanation details to make them more relevant to your scenario.
Here’s a screenshot of the table on the Configure Best Sales Action page where you can update recommended actions.
Steps to Enable
You must select the Display recommended actions check box on the Configure Best Sales Action page to be able to deselect or update recommended actions. For details, refer to the topic in the Key Resources section.
Tips And Considerations
You’re not required to raise Support tickets anymore to disable recommended actions. You can deselect them on the Configure Best Sales Action page.
Key Resources