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Intelligent Advisor Overview
Answer ID 5599   |   Last Review Date 09/01/2022

What is Intelligent Advisor?


Intelligent Advisor, latest release


Intelligent Advisor is designed to deliver consistent and auditable advice across channels and business processes by capturing rules in natural language Microsoft Word and Excel documents and building interactive customer service experiences called interviews around those rules.

The Intelligent Advisor suite provides:

  • Policy Modeling: A desktop modeling experience for policy experts
  • Intelligent Advisor: A management console for tracking and deploying policy versions to the cloud as integrated interviews or web services
  • Interviews that streamline web-based advice for customers and agents
  • Built-in connectivity with Oracle B2C Service
  • APIs, Frameworks and SDKs for integrating policies into other applications and processes

Solutions available for customers and agents, policy experts and administrators, and developers

To log into the Intelligent Advisor hub, see Log in to Intelligent Advisor Hub.  Your log in credentials for the Intelligent Advisor Hub are different than your Oracle B2C Service credentials if you are using Oracle B2C Service as well.  When your Intelligent Advisor site is created, you will receive the admin credentials to log into the Intelligent Advisor Hub.  To access your Oracle B2C Service instance, you need to set up Staff Accounts within the agent desktop to access the site.  

If you are using Oracle B2C Service in conjunction with Intelligent Advisor based on your business needs, the two instances can be connected via the Configuration Assistant.  You can also connect with a REST/SOAP API.  For using REST/SOAP API, please see Connector Framework for additional details. 

For more information on Policy Modeling (Cloud Edition), Intelligent Advisor Hub or any of the features such as Interviews and Web Services, refer to the Answer ID 5597: Intelligent Advisor Documentation.

Note:  To place an order for this product, please contact your Sales Representative.

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