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Oracle's new AI helpers can act on sales and service tasks

Oracle announced five AI applications that can carry out approved sales and service tasks, not just suggest them. Here is what to check before trusting one.

By the Dashline deskSource: Small Business Trends
Oracle's new AI helpers can act on sales and service tasks
Photo: Kritzolina, CC BY-SA 4.0

Oracle announced five new AI applications on October 26 at its Oracle AI World event in Las Vegas. The tools do more than make suggestions. They can carry out approved tasks, such as scheduling field service staff, planning sales territories and researching customer accounts.

What it does

The applications run on Oracle Fusion Claw, an AI technology built into Oracle Fusion Cloud Applications. Older AI assistants mostly offer recommendations. These can analyze business data, weigh options, adjust plans as conditions change and carry out authorized tasks within company policies.

Oracle says employees set the goals and decide which actions the AI may take. The software handles the work in between. A service company facing a jump in demand, for example, could have AI spot staffing gaps, compare schedules and prepare changes for a manager to approve.

Who it is for

The apps are part of Oracle Fusion Cloud Customer Experience, known as CX. They draw on data from Oracle's wider business software, which covers finance, human resources, supply chain, sales and service. They are aimed at companies with growing sales teams, service requests and customer relationships.

What to check first

  • Data quality: old or incomplete records can lead to poor recommendations and poor actions.
  • Approvals: changes to customer assignments, pricing settings or service schedules can cost money.
  • Rules: clear permissions, testing and a named person who is accountable.
  • Fit: companies on non-Oracle sales or operations software should check how it connects.

What is not known

Oracle did not share pricing, detailed setup requirements or measured customer results in its announcement. Oracle also expanded Oracle AI Agent Studio for Fusion Applications, a tool for building and managing AI agents. It includes monitoring, return-on-investment measurement and safety controls.

The takeaway

If you use Oracle software, clean up your data and decide who approves AI-made changes before letting these tools act on their own.

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