AI Agent for Product Extraction

Oracle CPQ 26B introduces AI-Assisted Add Products for the Redwood Quote UI. The new AI agent automatically identifies and extracts product details from customer-provided documents and converts unstructured data into structured product entries.

When enabled, users can access the AI-Assisted Add Products from the Redwood Quote UI.

  1. Click AI-Assisted Add Products or select the AI-Assisted Add Products agent from the Ask Oracle drop-down to access this AI agent.

AI Assisted Add Products

  1. Upload a document to initiate the product extraction process. Drag and drop a file or navigate to and select the desired file.

Updload Document

  1. The AI agent scans the uploaded document/email/notes to:
    • Identify product names, SKUs, and quantities.
    • Match extracted products against the CPQ catalog.
    • Highlight any unrecognized products for manual review.

Identifying Products

A notification is generated upon completion to provide access to the product details.

Completed Notification

  1. Review and select products to add to your quote.

Review Products

  1. The selected products are added to your quote, where you can edit quantities and add additional products.

Add Products to Quote

  1. Click Save.

This feature provides the following business benefits:

  • Accelerates quote creation by removing the need for manual product entry.
  • Improves data accuracy and consistency in quotes and product catalogs.
  • Reduces the administrative effort for sales teams handling supplier or customer documents.
  • Increases sales productivity and enables faster response times through AI-powered automation.

Steps to enable and configure

Set Up an Oracle Fusion CRM Integration in CPQ

Enable the AI-Assisted Add Products

Complete the following steps to enable AI-Assisted Add Products on the Redwood Quote UI.

  1. Open or create a Redwood quote, then click Design.
  2. Click the applicable view. (Products & Pricing is the default view for the Line Item Grid)
  3. Open the Line Item Grid section
  4. Click next to the Line Item Grid actions.
  5. Click Customize Actions.
  6. Open the AI-Assisted Add Products section.
  7. Check the Enable AI-Assisted Add Products option.