Redwood Quote Ask Oracle and AI

Overview

The Assist Bar in the CPQ Redwood Quote UI empowers users by providing a streamlined, intuitive interface that will accelerate their workflow. The Assist Bar serves as a dynamic control center, enabling users to quickly access information and seamlessly modify attribute data and invoke actions without navigating away from their current context.

ClosedAccess Attributes

To use the Assist Bar to locate attributes, click inside the "Ask Oracle" field to view a list of available attributes. If desired, enter text to filter the list of attributes. Select the desired attribute to quickly view or edit the attribute value.

Redwood - Assist Bar (Ask Oracle)

If the selected attribute is editable, you can click inside the field in the Assist Bar drop-down to edit the attribute value.

Redwood Assist Bar - Edit Attribute

You can also click Quote Details to quickly locate the selected attribute. The Redwood highlight box displays to accentuate the selected attribute.

Redwood Assist Bar - Locate Attribute

ClosedAccess Actions

Beginning in Oracle CPQ 25B, the Ask Oracle assist bar will support quick access to main document actions. Sales users can search, select, and invoke actions directly from the Ask Oracle assist bar.

Assist Bar Actions

AI-Powered Quote Assist Agent

Oracle 25C introduced AI-Powered Quote Assistance Agent to help sales users understand relevant business processes, quoting flows, and newly available product features. The Quote Assist Agent uses natural language to answer questions and allows customers to quickly understand complex concepts like Price Waterfall and Deal Optimization without reading product documentation.

Oracle 26C supports the Oracle CPQ running in Fusion AI-Powered Quote Assistant Agent experience which is able to understand longer, natural language requests to provide suggested quote actions. This feature extends quote assistant coverage across quote support flows such as quote summarization, product identification from user prompts, and guided responses that help users move from request to action faster.

The AI-powered agents provides real-time answers using natural language, based on product documentation and first-party data, enables faster decision-making, improves quoting accuracy, reduces onboarding time, and enhances overall sales efficiency within the quoting flow.

ClosedUse AI-Powered Quote Assist

When Quote Assist is enabled, sales users can access the Quote Assist Agent from the Redwood Quote UI. You can select the Quote Assist option from the Ask Oracle drop-down or type your question into the Ask Oracle Assist Bar.

Agent Quote Assist

When enabled, you can also access the Quote Assist Agent from the Redwood Quotes List. Simply type your question into the search bar and select the "Assist with" option from the drop-down.

Agent Quote List

After you enter a question, the Quote Assist drawer opens and provides a reply.

Agent Quote Assist Drawer

You can click Sources to view replies from a specific source and also enter follow-up questions in the Agent chat.

Agent Follow up

Note: For non-Oracle CRM (e.g Salesforce or Microsoft Dynamics) integrated sites, customers must have a provisioned Oracle Fusion environment.

GenAI Quote Summaries

In the Redwood Quote UI, Generative AI (GenAI) quote summaries are incorporated into the Ask Oracle assist bar. Ask Oracle acts as an intelligent assistant, guiding users through the quote summary process, offering real-time suggestions, and providing on-demand insights about key components of the quote, such as pricing, discounts, and terms.

Oracle CPQ leverages Generative AI (GenAI) to automatically generate comprehensive quote summaries. Users can then choose to use the generated quote summary when communicating with customers or internal stakeholders, as needed. The new main document Generate Quote Summary type action is used to retrieve the GenAI summary from an integrated Oracle Sales site. The new GenAI quote summaries are available for Redwood Quote UIs and JET Transaction UIs.

Oracle CPQ 26C enhanced the Quote Summary AI Agent by supporting a configurable AI-agent execution path for quoting workflows. Administrators can configure the agent so sales users can generate quote summaries that include a clear overview of the quote and recommended next steps to help move the opportunity forward. This enhancement provides:

GenAI quote summaries provide the following business benefits:

ClosedUse Gen AI Quote Summaries

After a CPQ administrator creates the GenAI Assist type action, sales users can access and invoke the action from the Ask Oracle assist bar. In the following example the GenAI Assist type action is named Quote Summary.

Quote Summary Action

The GenAI quote summary is displayed at the top of the current view. Sales users can copy or close the summary by clicking the applicable icon in the upper left corner of the summary.

Quote Summary

With the Ask Oracle assist bar, users can interact with AI-driven suggestions, customize the summary, ask follow-up questions, and refine the output in real time. This capability ensures that both sales teams and customers receive highly tailored, professional summaries while maintaining full control over the summary content and presentation.

Notes:

  • AI-generated quote summaries are intended as a drafting aid and should not be considered final or legally binding. Sales users must review the content for accuracy, relevancy, and appropriateness before sharing content with customers or including in formal agreements.

  • Beginning in Oracle CPQ 25C, the GenAI quote summaries are available for Oracle Sales and non-Oracle CRM (e.g Salesforce or Microsoft Dynamics) integrated sites.

    Pre-Requisites

CPQ Administrator Assistant in Studio AI

Oracle 26A provides the preconfigured CPQ Administrator Assistant template in the Oracle Fusion > Tools > AI Agent Studio. Administrators can copy the template and upload their documentation to support chat assist agents that enable users to ask questions and receive precise, context-driven responses derived directly from the uploaded resources. For more information, refer to How do I use AI Agent Studio?

Administrators can associate a published AI Agent to the Quote Assist agent in the Redwood Quote Designer. The associated AI Agent will be source when users access Quote Assist from Ask Oracle on the Quote List or Quote UI. Refer to Enable a Quote Assistance Agent to enable and set up Quote Assist for the Redwood Quotes List and Quote UI.

AI-Powered Rewrite Assistant

Oracle CPQ 25D and later provides an AI Rewrite Assistant for the Redwood Quote UI to enhance user productivity and communication quality. This feature provides intelligent, context-aware rewriting capabilities for various text entry points including customer emails and Rich Text attributes of a Quote. The goal is to help users quickly refine content for clarity, tone, grammar, and impact - without needing manual edits or external tools. Context-aware re-writing capabilities for text based communications supports the larger vision of smart, user-friendly, and modern CPQ authoring experiences that are both scalable and aligned with Redwood UX.

Key Features & Capabilities:

ClosedGenerate AI Rewrite for a Rich Text Type Attribute

Complete the following steps to run the AI Rewrite Assistant for a rich text type attribute.

  1. Open or create a transaction in the Redwood Quote UI.

  2. Click on a rich text attribute.

  3. If applicable, click the TemplatesTemplates icon icon to select and insert text from a save template.

  4. Click inside the assist field, select the desired AI assist option, and then click Generate.
    After you click Generate, the AI Assistant refines the content using the selected option.

    Rewrite Assistant Rict Text Attribute

  5. To undo the changes, select Undo from the More Actions menu.

    Undo rich text changes

  6. Click the Close icon X to save you changes.

ClosedGenerate AI Rewrite for an Email

Complete the following steps to run the AI Rewrite Assistant for an email.

  1. Open or create a transaction in the Redwood Quote UI.

  2. Click on an email action.

  3. Click inside the assist field, select the desired AI assist option, and then click Generate.
    After you click Generate, the AI Assistant refines the content using the selected option.

Rewrite Email

AI-Powered Rewrite Assistant for Administrator

The Oracle CPQ 26C and later Redwood UI Rich Text Editor (RTE) supports AI-assisted rewriting actions for template content. You can request highlight text and request improvements for clarity, tone, grammar, and style while preserving the business intent of the message using the AI Rewrite Tools.

Feature Highlights and Benefits:

ClosedGenerate AI Rewrite for Oracle CPQ RTE Template Editor

We recommend you consider the following:

  • Review rewritten text before publishing templates to Production.
  • Use your specific business organization style guidance to maintain voice and terminology.

Complete the following steps to run the AI Rewrite Assistant for the Oracle CPQ RTE Template Editor.

  1. Navigate to Admin Home > Quotes>Process>View Templates>Select Template.

  2. Open the Quote Admin RTE template area in Oracle CPQ.

  3. Select or highlight the content you want to improve.

  4. Run AI Rewrite Assist and choose the preferred rewrite output.

  5. Review the content.

  6. Click Save to update the template.

AI-Assist Rewrite Agent for RTE Template Editor

Administration

ClosedCreate a Generate Quote Summary Action

Pre-Requisites

  • Beginning in Oracle CPQ 25C, the GenAI quote summaries are available for Oracle Sales and non-Oracle CRM (e.g Salesforce or Microsoft Dynamics) integrated sites.

    • For Oracle Sales integrated sites, the Fusion CRM Integration, in the CPQ Integration Center, is used to acquire quote summaries from Oracle Fusion. Refer to How do I get started with the Revenue Transformation Solution?  Oracle Sales Playbook for information on the Oracle Sales to Oracle CPQ integration.

    • For non-Oracle CRM (e.g Salesforce or Microsoft Dynamics) integrated sites a Generative AI Generic Integration for Non-Oracle CRM-Integrated Sites is required to acquire quote summaries from Oracle Fusion.

  • Additionally, customers must have a provisioned Oracle Fusion environment.

  • Set the Quote Summary Prompt:

Create a Generate Quote Summary Action

Complete the following steps to create a GenAI Assist type action.

  1. Navigate to the Admin page.

  2. Click Process Definition in the Commerce and Documents section.

  3. Click on the applicable Commerce process.

  4. Select Actions from the Navigation drop-down for the applicable document, and then click List.

  5. Click Add at the bottom of the Actions List page.

    1. Enter a Label.

    2. Enter a unique Variable Name.

    3. Select GenAI Assist from the Action Type from the drop-down.

  6. Click Add to save changes and open Admin Action editor.

  7. Click the Generate Summary tab.

  8. Enter the Prompt Name for the Oracle Sales quote summary action.

    Note: The default Prompt Name (cx.cpq.quote_summary) for the Oracle Fusion Cloud Sales quote summary action will only work with the Standard Process.

    For Blank (i.e non-Standard) Processes you need to modify the prompt in Oracle Fusion Cloud Sales to include your list of attributes. Refer to Administration Interface to Manage Prompts Used for Generative AI Features for more information.

  9. Click Apply or Update.

  10. Deploy the Commerce process.

ClosedEnable a Quote Assistance Agent

Prior to enabling the Quote Assist Agent in CPQ, you need to set up an AI Agent for Redwood pages to create a conversational chat experience embedded within transactional pages by uploading PDF document resources. This enables users to ask questions and receive precise, context-driven responses derived directly from the uploaded resources.

Pre-Requisites

ClosedSet Up an HCM AI Agent for Redwood Pages

Complete the following tasks to set up an HCM Agent, configure options as noted below:

  1. Access - Grant privileges for the user to access the Configure HCM Agents Admin page.

    • Privilege: HRC_MANAGE_AI_AGENT_PRIV

  2. Profile Options - Verify the following profiles options are set to Y at the site level:

    • Profile Option Code: ORA_HCM_VBCS_PWA_ENABLED

  3. Configure Tool - Configure the AI Agent to add documents.

  4. Configure Agent - Create an agent and bind it to the tool.

    • Note: For the Agent Category select Other

  5. Run ESS Process - Ingest the attachments.

ClosedCreate an Agent in AI Studio Agent

Complete the following tasks to set up a Studio AI Agent, configure options as noted below:

  1. Navigate to Oracle Fusion > Tools > AI Agent Studio.

  2. Copy preconfigured agent template (e.g., for sales insights or CPQ) or create a new agent.

    Set the following properties: Family: CX, Product: CPQ and Commerce

  3. Define Agent Details.

    1. Click Create or edit a copied template.

    2. Provide a unique name, code, and description.

    3. Set interaction limits and define the persona

  4. Configure Tools and Data (RAG).

    1. Connect the agent to specific tools, such as RAG (Retrieval-Augmented Generation) for document analysis, or NLP- to-SQL for database queries.

    2. Assign relevant knowledge bases or documents.

  5. Set Instructions: Write natural language instructions defining the agent's responsibilities, behavior, and how it should use assigned tools.

  6. Test and Deploy.

    1. Use the testing workbench to verify the agent's responses.

    2. Save the agent to finalize, which triggers the creation of associated tools.

ClosedEnable the Quote Assistance Agent in the Redwood Quote UI & Redwood Quote List

Complete the following steps to enable the Assist Bar in the Redwood Quote UI and the Redwood Quote List.

  1. Open or create a transaction in the Redwood Quote UI.

  2. Click Design to open the Redwood Quote Designer.

  3. Click inside the Ask Oracle Assist Bar.

  4. Click Customize Ask Oracle.

  5. Open the Quote Assist section.

  6. Enable the Quote Assist option.

  7. Enable the New Agent Studio powered Agent available – Try it now! option.

  8. Open the Associate Agent section.

  9. Select the applicable agent from the Agent menu.

    Note: The Agent menu lists published AI Studio Agents for the "CPQ and Commerce" product type.

ClosedEnable AI-Powered Rewrite Assistant

The AI Rewrite Assistant is only available for customers that have a provisioned Oracle Fusion environment.

ClosedEnable AI-Powered Rewrite Assistant for Administrator

The AI Rewrite Assistant for Adminsitrator is only available for customers that have a provisioned Oracle Fusion environment.

You must enable the ZCA_MANAGE_GENAI_VBCS_RESOURCE profile to configure this feature.

To configure the Profile Value for the AI-Assist Rewrite Agent, complete the following steps:

  1. Log in to Oracle Fusion and navigate to Setup and Maintenance.

  2. Search for and open Manage Administrator Profile Values.

  3. Search for the profile option ZCA_MANAGE_GENAI_VBCS_RESOURCE.

  4. Select the profile option from the search results.

  5. In the Profile Values section, create a new profile value at the appropriate level (for example, Site or User, depending on your deployment requirements).

  6. Enter the required profile value.

  7. Click Save and Close.

Notes

GenAI Quote Summaries

  • The default Prompt Name (cx.cpq.quote_summary) for the Oracle Fusion Cloud Sales quote summary action will only work with the Standard Process.

  • For Blank (i.e non-Standard) Processes you need to modify the prompt in Oracle Fusion Cloud Sales to include your list of attributes. Refer to Administration Interface to Manage Prompts Used for Generative AI Features for more information.

CPQ Administrator Assistant in Studio AI

AI-Powered Quote Assistance Agent

  • For best results, provide clear business intent and relevant product details when interacting with the Assistant. More context helps the Assistant identify products and recommend appropriate quote action.
  • Review AI-generated product suggestions and quote summaries before finalizing quote updates to ensure they align with customer requirements and business policies.
  • Product identification results are based on supported products, product categories, and product families available within your Oracle CPQ implementation.

  • The Assistant is designed to accelerate quote preparation and guidance; users remain responsible for validating quote content before submission or approval.

Related Topics

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