Download pdf - Cloud Oracle Applications...Oracle Applications Cloud Geing Started with Digital Assistant Preface i Preface This preface introduces information sources that can help you use the application

Oracle ApplicationsCloud

Geing Started with DigitalAssistant

20A

Oracle Applications CloudGeing Started with Digital Assistant

20APart Number F24360-02Copyright © 2011, 2020, Oracle and/or its aliates. All rights reserved.

Author: Ambarish Marodkar

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Contents

Preface i

1 Get Started 1Overview .......................................................................................................................................................................................... 1

Before You Start ............................................................................................................................................................................ 1

2 Congure Digital Assistant 5Overview of Conguring Digital Assistant ............................................................................................................................... 5

Digital Assistant User Roles ........................................................................................................................................................ 5

Assign Digital Assistant User Roles .......................................................................................................................................... 6

Access and Set Up Digital Assistant ......................................................................................................................................... 6

Test Digital Assistant ................................................................................................................................................................... 8

About Extending Published Skills ............................................................................................................................................ 10



Preface

i

PrefaceThis preface introduces information sources that can help you use the application.

Using Oracle Applications

HelpUse help icons to access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the OracleHelp Center to nd guides and videos.

Watch: This video tutorial shows you how to nd and use help.

You can also read about it instead.

Additional Resources

• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partnercommunity, and other users.

• Training: Take courses on Oracle Cloud from Oracle University.

ConventionsThe following table explains the text conventions used in this guide.

Convention Meaning

boldface Boldface type indicates user interface elements, navigation paths, or values you enter or select.

monospace Monospace type indicates le, folder, and directory names, code examples, commands, and URLs.

> Greater than symbol separates elements in a navigation path.

https://docs.oracle.com/en/cloud/saas/applications-help/

https://docs.oracle.com/en/cloud/saas/applications-help/

https://apex.oracle.com/pls/apex/f?p=44785:265:0::::P265_CONTENT_ID:27341

https://apex.oracle.com/pls/apex/f?p=44785:265:0::::P265_CONTENT_ID:27341

http://www.oracle.com/pls/topic/lookup?ctx=cloud&id=OACPR158049

https://appsconnect.custhelp.com/

http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=906


Preface

ii

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.

Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.

Contacting Oracle

Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit My Oracle Support or visit Accessible Oracle Support if you are hearing impaired.

Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! You can send an e-mail to:[email protected].

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs

mailto:[email protected]


Chapter 1Get Started

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1 Get Started

OverviewUse Oracle Digital Assistant to improve user satisfaction and make your application more engaging. With DigitalAssistant, your users get instant responses from the application through conversations. You can congure DigitalAssistant and use it.

Related Topics

• Oracle Digital Assistant Documentation

Before You StartConsider these points before you get started with conguring Digital Assistant for your users.

• Make sure you bought one or more of these Oracle products.

◦ Oracle Expenses Cloud

◦ Oracle Project Management Cloud

◦ Oracle Project Financial Management Cloud

◦ Oracle CX Sales

• Buy Oracle Digital Assistant. For more information about buying it, see hps://www.oracle.com/application-development/cloud-services/digital-assistant/.

• Buy Oracle Applications Cloud specic Stock Keeping Unit (SKU). After you buy the SKUs, buy product-specicDigital Assistant SKUs.

These tables show the Oracle Applications Cloud SKUs and the corresponding Digital Assistant SKUs, and theirpart numbers.

◦ HCM

Oracle Applications Cloud SKU Part Number

Human Capital Management BaseCloud Service

B85800

Recruiting Cloud Service(Candidate Experience Skill andHiring Skill get provisioned byBots)

B87675

https://docs.oracle.com/en/cloud/paas/digital-assistant/index.html



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Digital Assistant SKU Part Number Metric

Oracle Digital Assistant for FusionHCM Cloud Service

B91438

Hosted Named User

◦ CRM

Oracle Applications Cloud SKU Part Number

Engagement Cloud StandardOering Cloud Service

B87344

Engagement Cloud EnterpriseOering Cloud Service

B87346

Engagement Cloud ProfessionalOering Cloud Service

B87347

Engagement Cloud IndustryOering Cloud Service

B87345

CRM Base Premium OeringCloud Service

B67269

CRM Base Enterprise OeringCloud Service

B67268

CRM Base Standard OeringCloud Service

B67267

CRM Base Professional OeringCloud Service

B86408

Sales and Service Standard CloudService

B91068

Sales and Service Enterprise CloudService

B91069

Sales and Service Premium CloudService

B91070



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Oracle Digital Assistant for FusionSales Cloud Service

B91432

Hosted Named User

◦ PPM

Oracle Applications Cloud SKU Part Number Metric

Oracle Fusion Project Financials CloudService

B84628

N/A

Oracle Fusion Project ManagementCloud Service

B73403

N/A

Oracle Fusion Task ManagementCloud Service

B73405

N/A

Enterprise Resource Planning CloudService

B91079

N/A

Enterprise Resource Planning for SelfService Cloud Service

B91080

Hosted Named User

Enterprise Resource Planning CloudService

B91084

Hosted Employee


Oracle Digital Assistant for FusionEnterprise Resource Planning SelfService Cloud Service

B91448

Hosted Named User

Oracle Digital Assistant for FusionEnterprise Resource Planning CloudService

B91449

Hosted Employee

◦ FIN



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Oracle Applications Cloud SKU Part Number Metric

Oracle Fusion Enterprise ResourcePlanning for Self Service Cloud Service

B91080

Hosted Named User

Oracle Fusion Enterprise ResourcePlanning Cloud Service

B91084

Hosted Employee


Oracle Digital Assistant for FusionEnterprise Resource Planning SelfService Cloud Service

B91448

Hosted Named User

Oracle Digital Assistant for FusionEnterprise Resource Planning CloudService

B91449

Hosted Employee

Note: Once you buy both the product-specic SKUs and corresponding Digital Assistant SKUs, theDigital Assistant is provisioned and gets associated with your application.

• Get a Twilio account to congure Oracle Digital Assistant on SMS channel. Make sure that you note down theaccount SID, authentication token, and phone number from your Twilio account. For more information onTwilio account, see hps://www.twilio.com/.

Here are a few URLs you must know:

Application URL

Oracle Applications Cloud

hps: //<Fusion domain>. fa.<data center>. oraclecloud. com/ fscmUI/ faces/ FuseWelcome

Identity Cloud Service

hps: //<Identity Domain ID>. identity. oraclecloud. com/ ui/ v1/ adminconsole/ rootusers

Related Topics

• Enterprise Resource Planning

• Digital Assistant

• Oracle Applications Products

• Twilio

https://www.oracle.com/applications/erp/

https://www.oracle.com/application-development/cloud-services/digital-assistant/

https://www.oracle.com/applications/products.html

https://www.twilio.com/


Chapter 2Congure Digital Assistant

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2 Congure Digital Assistant

Overview of Conguring Digital AssistantYour users access Digital Assistant with a specic user role. So you can assign the user roles to them, such asadministrator, developer, and business user. You must train your Digital Assistant, congure SMS Channel andApplication Initiated Channel, and connect them with your Digital Assistant. Once you set up your Digital Assistant, youcan test it to check whether it's working correctly on your desktop and mobile devices.

Digital Assistant User RolesYou must assign appropriate roles to your users so that they can administer, congure, or analyze Digital Assistant.Based on their roles, users can import Skills, add uerances, test Skills, or extend Digital Assistant. Once you assignthe roles, users can access Digital Assistant. You don't need to assign roles to the users who interact with Skills in otherchannels, such as SMS.

This table shows the roles you can assign to your users and what they can do.

User Roles What They Can Do

ServiceAdministrator ODA Service Administrator Role

• Get complete access to the Bots instance for the draft and published Skills.• Access or import Skills.• Clone or extend Skills.• Delete a published Skill or Digital Assistant.• Do data management tasks, such as purging data when the instance is out of memory.

ServiceDeveloper ODA Service Developer Role

• Delete a draft Skill but not a published one.• Get full access to build and test Skills and Digital Assistant.

Note: Users with this role can't access the data management tasks and sothey can't purge data.

ServiceBusinessUser ODA Service Business User Role

• Get access to the analytics insights.• Test the dialog ows and whether the intent and entity match.• Add sample uerances to the training corpus to retrain a Skill.

Note: This role is primarily specic to an analyst in the company, or someonewho's in the line of business, such as expenses, and wants to see theanalytics. Users with this role can only view the skills or seings but can'tmodify them. They can't access the data management tasks to purge data.



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Related Topics

• What Are Skills?

Assign Digital Assistant User RolesWith the Identity Domain Administrator role, you can access the Identity Cloud Service application, and assignappropriate roles to your users. For users who use single sign-on to access Oracle Applications Cloud, make sure theirlogin credentials are synchronized with that of Identity Cloud Service automatically during hybrid provision.

1. Sign in to Oracle Identity Cloud Service.2. From the Navigator, select Applications.3. Open the application instance that you want to assign the user roles for.4. Click the Application Roles tab.5. Select a role and click the corresponding menu icon.6. Click Assign Users.

7. Search for the user you want to assign a role to.

Note: You can search for the user by name or email address.

8. Select the user and click OK.

Access and Set Up Digital AssistantUse Oracle Applications Cloud to access Digital Assistant. You must have the administrator or developer role to do thistask.

1. Sign in to Oracle Applications Cloud.2. Click your user image or name in the global header, and on the Seings and Actions menu, select Setup and

Maintenance.3. Click the Tasks icon, and select Review Topology.4. Click the Diagnostic Tests tab, and then click Enterprise Application Conguration tab.5. In the Enterprise Application list, search and select Oracle Digital Assistant.

https://docs.oracle.com/en/cloud/paas/digital-assistant/use-chatbot/overview-digital-assistants-and-skills.html#GUID-F6420FC8-3E98-4A77-8242-8614CA667318



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6. Select Validate External Enterprise Application Endpoint URL, and click the Run icon.

7. Copy the URL from the External Endpoint URL column, and open the link in a dierent browser window.

You see the Oracle Digital Assistant Sign In page.8. Sign in to Oracle Digital Assistant using your SSO credentials.9. Train your Digital Assistant.

a. From the Navigator, select Development > Digital Assistants.b. Search for FADigitalAssistant.c. On the FADigitalAssistant page, click Train at the top right corner.d. In the Train dialog box, select the Trainer Tm check box to improve your Digital Assistant's machine

learning cognition.e. Click Submit.

Note: Only the users with administrator or developer role can train FADigitalAssistant.

10. Congure the SMS Channel and the Application Initiated Channel, and connect them to Digital Assistant.

a. From the Navigator, select Development > Channels.b. Click Channel.c. In the Create Channel dialog box, enter the details, and in the Channel Type list, select Twilio SMS.

You can get account SID, authentication token, and phone number from your Twilio account.d. Click Create.e. In the Route To list, select FADigitalAssistant to associate this SMS channel to FADigitalAssistant.

Related Topics

• Train the Digital Assistant

https://docs.oracle.com/en/cloud/paas/digital-assistant/use-chatbot/tune-routing-behavior-digital-assistant.html#GUID-486E04C3-DB14-4C4B-B489-CF0A485B5DFA



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• Trainer Tm

Test Digital AssistantYou can test whether your FADigitalAssistant is working using your desktop and mobile devices. To test it on yourmobile device, you use the Twilio SMS phone number that you already congured.

Test Digital Assistant on Your Desktop Device

1. Sign in to Oracle Digital Assistant.2. From the Navigator, select Development > Digital Assistants.3. Click FADigitalAssistant.4. Click the Play icon that you can see at the boom left corner of the page with FADigitalAssistant details. You

see a test page.

https://docs.oracle.com/en/cloud/paas/digital-assistant/use-chatbot/intents1.html#GUID-43668A4D-F14F-46CC-B79A-3FAA8E3BAF13



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5. In the text box at the boom left corner of the test page, type "Hello".

The FADigitalAssistant responds with a list of supported Skills and intents.6. Click any of the intents and proceed as per your requirements.

Test Digital Assistant on Your Mobile Device

1. Open Digital Assistant on your mobile device.2. Text "Hello" to the phone number that you congured.



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Digital Assistant responds with the tasks it can do for you as shown in this image.

3. Respond by typing something on your mobile device. For example, you can type "Taxi for $30".

Digital Assistant sends an URL to sign in to the Oracle Applications Cloud.4. Sign in to your application, and follow the steps provided in the SMS.

Related Topics

• System Intents

About Extending Published SkillsAfter you buy the Digital Assistant SKUs specic to each product, you can extend Skills to do these tasks:

• Add new uerances to existing Skills.

• Add new intents or entities and resulting dialog to purchased SaaS API.

• Add FAQ to the BOT (CSV only).

• Change conguration parameters within Skills.

• Add support for languages other than English.

https://docs.oracle.com/en/cloud/paas/digital-assistant/use-chatbot/personalize-your-digital-assistant.html#GUID-AC8D2185-4C40-423D-9A33-59B9B2A85F7F



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Note: You must purchase translator applications separately.

You can also buy a separate SKU named "ODAP4SaaS" to do these additional tasks:

• Add new intents or entities and resulting dialog to third-party back-end services.

• Add a new Skill to Oracle SaaS when users haven't purchased corresponding SaaS Pillar Skill.

• Add a new skill to Oracle on-premises implementations or third-party back-end services when users haven'tpurchased corresponding SaaS Pillar Skill. For example, say some users bought the HCM Skill, but they're tryingto connect to CRM without buying the CRM Skill.

• Add Oracle Voice to the existing Skill.

• Integrate with one or more of these applications:

◦ Oracle CX Sales

◦ Oracle Service Cloud

◦ Help desk of a third-party application

Related Topics

• Extending Skills

https://docs.cloud.oracle.com/iaas/Content/digital-assistant/extending-skills1.html



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