Deal Advisor Workflow Agent

Starting 26C, a unified Deal Advisor Workflow AI agent powers Opportunity Summary, Deal Advisor (Chat assistant), and Activity Summary experiences across both the Redwood and Sales Orchestration applications. The new agent will enhance the Deal Advisor capability by providing complete opportunity and related context, answering seller questions, and supporting Sales Play context to provide targeted responses.

In the Redwood Sales opportunity foldout page, sellers can also initiate conversation with the new Deal Advisor by asking any question in the Action bar. The chat drawer opens to answer the question and allow further exploration. 

This unified agent experience provides sellers with a more complete and conversational view of opportunity health, customer engagement, and context in one place. It simplifies the user experience by consolidating summaries and advisor features. The reusable shared agent framework improves scalability, consistency, and long-term maintainability across sales experiences.

Steps to enable and configure

1. To turn on conversational experience using the unified Deal Advisor Workflow agent, or your customized version of this agent,
   1. Enable initiating conversation from the Action bar by following the steps as noted here: https://docs.oracle.com/en/cloud/saas/readiness/sales/26b/sfau-26b/26B-sf-automation-wn-f43171.htm

   2. Add a row in Enable AI Agents in Action Bar section for Opportunity object. Set the agent to the Deal Advisor Workflow Agent Team if you made no customizations, or set it to your customized agent.

2. With this functionality the existing Deal Advisor Agent Team or its customized version is no longer needed. To prevent users initiating the older agent functionality, turn off the following existing smart actions:
   1. 'Show Opportunity Summary'
   2. Any custom smart action that invokes the old Deal Advisor, if you previously created one.