Course description

Customer experience is becoming increasingly intelligent. Marketing, sales, commerce, and service teams are no longer relying only on traditional CRM tools—they are beginning to use AI to understand customers more clearly, prioritize opportunities, automate repetitive work, predict future behavior, and provide more relevant experiences.

The Exploring Joule and Business AI in SAP Customer Experience learning journey introduces learners to the role of artificial intelligence across the SAP Customer Experience landscape and demonstrates how SAP Business AI, Joule, Joule Agents, and predictive capabilities can support modern customer-facing processes.

The journey begins by exploring how AI is changing Customer Experience and how Joule can support consultants and business users across marketing, sales, service, and commerce. Learners then move into the SAP Customer Data Platform AI Workbench, where they explore how customer data can be prepared for predictive analysis, how predictive models can be applied, and how AI-generated insights can be visualized.

The curriculum also includes three practical Interactive Value Journeys covering intelligent sales and service, integrated customer experience scenarios, and AI-enhanced workflows using Joule.

Key Learning Outcomes

After completing Exploring Joule and Business AI in SAP Customer Experience, learners will be able to:

  • Explain the role of SAP Business AI within Customer Experience.
  • Understand how AI can enhance marketing, sales, service, and commerce.
  • Explain the role of Joule within SAP Customer Experience.
  • Recognize Joule Agent use cases across CX scenarios.
  • Understand how Joule can improve employee and consultant productivity.
  • Use AI concepts to identify opportunities for improving customer journeys.
  • Understand how SAP CX consultants can apply Joule during implementations.
  • Explain how Joule can support solution design, configuration, troubleshooting, and advisory conversations.
  • Understand the purpose of SAP Customer Data Platform AI Workbench.
  • Identify customer data requirements for predictive AI.
  • Understand churn and Customer Lifetime Value prediction.
  • Apply the concepts behind predictive models and indicators.
  • Understand how predictive insights can be visualized through dashboards.
  • Recognize how the SAP CX AI Toolkit can support sales and service teams.
  • Connect AI capabilities with practical CX business outcomes.
  • Build foundational capabilities relevant to the Next Generation CX Consultant role.

Who Should Attend?

The learning journey is particularly relevant for professionals working with SAP Customer Experience who want to understand how AI is changing both CX processes and the role of the consultant.

The current official learning journey lists Business User and Consultant roles and spans products across SAP's Customer Experience portfolio.

It is suitable for:

  • SAP Customer Experience Consultants
  • SAP CX Functional Consultants
  • SAP Sales Cloud Consultants
  • SAP Service Cloud Consultants
  • SAP Commerce Cloud Consultants
  • SAP Customer Data Platform Consultants
  • SAP Marketing Professionals
  • CRM Consultants
  • CX Solution Architects
  • SAP Presales Consultants
  • Customer Experience Managers
  • Sales Operations Professionals
  • Customer Service Professionals
  • Digital Transformation Consultants
  • Business Analysts
  • Professionals preparing for AI-enabled SAP CX roles 

What will i learn?

  • SAP Business AI
  • SAP Joule
  • Joule Agents
  • Joule for Consultants
  • SAP Customer Experience
  • AI-Powered Customer Journeys
  • Generative AI in CX
  • AI-Assisted Marketing
  • AI-Assisted Sales
  • AI-Enabled Customer Service
  • Intelligent Commerce
  • SAP Customer Data Platform
  • SAP CDP AI Workbench
  • Predictive Modeling
  • Predictive Indicators
  • Customer Churn Prediction
  • Customer Lifetime Value Prediction
  • Predictive Analytics
  • Dashboard & Insight Visualization
  • SAP CX AI Toolkit
  • AI-Enhanced CX Workflows
  • CX Solution Design
  • AI-Assisted Consulting
  • Next Generation CX Consulting

Requirements

  • Basic understanding of Customer Experience and CRM processes.
  • Familiarity with sales, service, commerce, or marketing concepts.
  • General awareness of SAP Customer Experience solutions.
  • Basic understanding of customer data.
  • General familiarity with AI and predictive analytics concepts.
  • Interest in AI-enabled customer journeys and consulting.

Frequently asked question

The learning journey explains how Joule and SAP Business AI can enhance Customer Experience processes and how consultants can apply AI across sales, service, commerce, and marketing scenarios. It also introduces SAP Customer Data Platform's AI Workbench and includes practical Interactive Value Journeys demonstrating AI-enabled CX scenarios.

Yes. Joule and Joule Agents are central to the learning journey. Learners explore how they can support users across SAP Customer Experience scenarios and how consultants can use Joule to improve solution design, configuration, troubleshooting, implementation activities, and customer advisory conversations.

Yes. Module 2 is dedicated to Exploring the SAP Customer Data Platform's AI Workbench and covers providing customer data, applying predictive models, and visualizing predictive insights.

SAP's current AI Workbench course covers Customer Churn and Customer Lifetime Value prediction. SAP Help also documents model types for churn and lifetime value at profile and group level. These predictions can help organizations identify customer risks and opportunities and make more informed engagement decisions.

No. The journey is useful for both functional and technical audiences involved in Customer Experience. SAP currently associates it with Business User and Consultant roles. The emphasis is on understanding and applying AI in CX rather than programming AI models from scratch.

Yes. The uploaded curriculum includes three Interactive Value Journeys: Intelligent CX - Elevating Sales and Service Efficiency, From Farm to Consume with SAP Customer Experience Solutions, and AI Enhanced Sales and Service Workflow with Joule. These scenarios help connect the course concepts with practical sales, service, and end-to-end Customer Experience use cases.

SAP describes the CX AI Toolkit as an AI-powered assistant that uses SAP CX data to support daily tasks and customer communication. Available capabilities include intelligent customer profiles, AI tools, AI agents, intelligent Q&A, summarization, scheduling, product-related AI capabilities, and other CX-focused functionality.

Yes. This is one of the specific goals of the learning journey. The curriculum focuses on how SAP CX consultants can use Joule to accelerate solution design, configuration, troubleshooting, and customer advisory conversations.

In the context of this learning journey, it refers to a CX consultant who can combine traditional SAP Customer Experience knowledge with AI-enabled capabilities.

  • Lesson 01
    Course Description

    This module establishes the foundation for understanding AI within SAP Customer Experience.

    Learners explore how SAP Business AI can enhance customer journeys and support business processes across marketing, sales, and service. The module then introduces SAP Joule from the perspective of SAP CX consultants, helping participants understand how AI can support both customer-facing processes and consulting activities.

    The source module specifically aims to help learners understand SAP Business AI in Customer Experience, work with AI-powered customer journeys, and use Joule to optimize marketing, sales, and service processes.

    SAP's current official course also emphasizes using Business AI and Joule to support intelligent end-to-end customer journeys and applying Joule Agents and Joule for Consultants to design, optimize, and automate CX processes. 

    Summary:

    What You Will Learn

    After completing this module, you will be able to:

    • Understand the role of SAP Business AI in Customer Experience.
    • Explain how AI can improve customer-facing business processes.
    • Recognize AI opportunities across marketing, sales, service, and commerce.
    • Understand Joule's role within the SAP CX ecosystem.
    • Recognize common Joule Agent use cases.
    • Understand how conversational AI can support everyday CX work.
    • Explain how AI can improve customer and account understanding.
    • Understand how SAP CX consultants can use Joule during projects.
    • Identify opportunities to automate or simplify CX activities.
    • Connect AI capabilities with measurable customer and business outcomes.
  • Lesson 02
    Unit 1: Exploring AI's Role in Customer Experience

    Customer expectations continue to rise. People increasingly expect organizations to understand their needs, provide relevant recommendations, respond quickly, and maintain consistent experiences across every interaction.

    This unit explores how artificial intelligence can help organizations meet those expectations.

    Learners will understand how AI can support customer experience processes by analyzing customer information, generating relevant content, assisting users, identifying patterns, improving decision-making, and automating selected activities.

    The focus is not simply on AI technology itself. Instead, learners examine where AI can create meaningful value throughout the customer journey—from marketing engagement and sales interactions to commerce and customer service.

    SAP Business AI is designed to embed intelligence directly into business processes, while Joule provides a conversational experience through which users can access information, insights, and actions in context. 

    Summary:

    Key Topics

    • AI in modern Customer Experience
    • Intelligent customer journeys
    • AI-assisted marketing
    • AI-enhanced sales processes
    • Intelligent customer service
    • AI in digital commerce
    • Customer data and contextual insights
    • Business process automation
    • Generative AI in CX
    • Business value of AI-enabled experiences
  • Lesson 03
    Unit 2: Introducing SAP Joule for Consultants for SAP CX

    SAP CX consultants spend significant time understanding customer requirements, analyzing processes, designing solutions, troubleshooting issues, documenting decisions, and advising customers.

    This unit explores how Joule can support consultants throughout these activities.

    Rather than replacing the consultant's expertise, Joule can act as an AI-enabled assistant that helps professionals find information, understand context, accelerate repetitive work, and focus more of their time on higher-value customer conversations.

    The uploaded learning journey specifically identifies the use of Joule to accelerate solution design, configuration, troubleshooting, and customer advisory conversations as an important learning objective.

    Learners will also explore the role of Joule Agents and understand how agent-based capabilities can help automate business activities and support users across SAP Customer Experience scenarios.

    SAP currently describes Joule as an AI solution embedded into the flow of work, bringing together AI assistants and agents to provide contextual information, automate activities, and support connected enterprise workflows. 

    Summary:

    Consultant-Focused Skills

    Learners will develop an understanding of how Joule can support:

    • Customer discovery conversations
    • Requirement analysis
    • CX process exploration
    • Solution design
    • Configuration guidance
    • Troubleshooting
    • Documentation and summarization
    • Customer advisory discussions
    • Use-case identification
    • AI-enabled process optimization

  • Lesson 01
    Course Description

    Customer data becomes significantly more valuable when organizations can use it to understand what may happen next.

    This module introduces the AI Workbench within SAP Customer Data Platform and focuses on transforming customer information into predictive insights.

    Learners explore how customer data is prepared and provided to AI Workbench, how predictive models are applied, and how the resulting insights can be visualized through dashboards and analytics.

    The uploaded curriculum identifies these three areas as the core outcomes of the module.

    SAP's current official course further identifies capabilities such as predicting customer churn and customer lifetime value, using standard and custom model settings, and designing dashboards to present predictive insights. 

    Summary:

    What You Will Learn

    After completing this module, you will be able to:

    • Understand the purpose of SAP Customer Data Platform AI Workbench.
    • Recognize the data required for predictive analysis.
    • Prepare customer data for AI Workbench scenarios.
    • Understand predictive indicators.
    • Work with available predictive models.
    • Apply standard and custom model settings.
    • Understand customer churn prediction.
    • Understand Customer Lifetime Value prediction.
    • Interpret predictive results.
    • Visualize predictive insights.
    • Design dashboards for business users.
    • Translate AI predictions into useful customer experience decisions.
  • Lesson 02
    Unit 1: Providing Customer Data for the AI Workbench

    Reliable AI begins with reliable data.

    This unit focuses on preparing and providing customer information that AI Workbench can use for predictive analysis.

    Learners will understand why data quality, structure, relevance, and availability matter when creating predictive customer models.

    The objective is to help participants understand the connection between the customer data stored within SAP Customer Data Platform and the predictive indicators produced by AI Workbench.

    SAP describes AI Workbench as a capability that can provide analytical insights into customer data and generate predictive indicators that help organizations understand potential customer behavior.

    Learners will therefore begin thinking beyond simply collecting customer data and toward preparing information that can support practical business predictions.

  • Lesson 03
    Unit 2: Applying the AI Workbench Predictive Models

    Once appropriate customer data is available, predictive models can be used to identify patterns and estimate future customer behavior.

    This unit introduces learners to the predictive capabilities available within AI Workbench.

    Participants explore how predictive models can be configured and executed using available settings and how the resulting predictions can support CX decision-making.

    Current SAP documentation identifies predictive model types including Churn and Customer Lifetime Value, with models available at profile and group level. Additional scenarios may be available depending on the configured environment.

    For example, churn prediction can help organizations identify customers who may be at risk of leaving, while Customer Lifetime Value can help teams better understand the potential long-term value of different customer relationships.

    The emphasis is on using predictions to support better business decisions—not simply generating AI scores.

  • Lesson 04
    Unit 3: Visualizing Predictive Insights

    Predictions create value only when business users can understand and act on them.

    This unit focuses on turning AI Workbench results into meaningful visual information.

    Learners explore how predictive insights can be presented through dashboards and analytics so that marketing, sales, service, and other stakeholders can more easily interpret customer patterns and make informed decisions.

    The official SAP course specifically includes Visualize Predictive Insights and Design Dashboards to display predictive insights among its learning outcomes.

    Learners will therefore understand how to move through the complete analytical flow:

    Customer Data → Predictive Model → Predictive Insight → Visualization → Business Action

    This provides a practical foundation for using AI-generated customer intelligence within day-to-day CX decision-making.

  • Lesson 01
    Intelligent CX - Elevating Sales and Service Efficiency

    This Interactive Value Journey demonstrates how AI can improve sales and customer service activities.

    The uploaded curriculum describes the scenario around the SAP CX AI Toolkit, showing how AI can help optimize workflows, prioritize work, generate summaries, and assist users with more complex sales and service activities.

    Current SAP documentation describes the SAP CX AI Toolkit as an AI-powered assistant that can work with SAP Customer Experience data and provide capabilities such as customer and account summaries, opportunity and case summaries, AI-generated content, intelligent Q&A, scheduling, and other role-specific tools. 

    Summary:

    What Learners Can Explore

    • AI-assisted sales activities
    • Intelligent customer service
    • Customer and account summarization
    • Opportunity and case insights
    • Workflow optimization
    • Task prioritization
    • AI-assisted communication
    • Intelligent Q&A
    • Employee productivity improvements
    • AI-enabled CX decision support

  • Lesson 01
    From Farm to Consume with SAP Customer Experience Solutions

    This Interactive Value Journey takes a broader end-to-end view of Customer Experience.

    Using the From Farm to Consume scenario from the uploaded curriculum, learners explore how connected SAP Customer Experience solutions can help organizations operate as intelligent enterprises.

    Rather than looking at sales, marketing, commerce, customer data, and service as disconnected activities, this exercise helps participants understand how customer information and business processes can work together across a broader customer journey.

    Summary:

    What Learners Can Explore

    • End-to-end customer journeys
    • Connected CX processes
    • Customer data integration
    • Marketing and engagement
    • Sales processes
    • Digital commerce
    • Customer service
    • Intelligent enterprise concepts
    • Cross-functional customer experiences
    • Customer-centric business transformation 

  • Lesson 01
    AI Enhanced Sales and Service Workflow with Joule

    This Interactive Value Journey focuses directly on how Joule can improve sales and service workflows.

    The uploaded curriculum describes the scenario as demonstrating Joule's conversational AI and service agent capabilities within SAP Sales and Service Cloud, with an emphasis on improving productivity and streamlining sales and support operations.

    Learners can see how conversational AI changes the way users interact with customer information and business processes—from manually navigating applications toward asking questions, receiving contextual summaries, and obtaining assistance directly within the flow of work. 

    Summary:

    What Learners Can Explore

    • Conversational AI in Sales
    • Conversational AI in Customer Service
    • Joule-assisted workflows
    • Customer and account context
    • Sales productivity
    • Service agent productivity
    • AI-generated summaries
    • Contextual recommendations
    • Faster information retrieval
    • AI-supported customer interactions

Jittesh Purrohit

Lectures

10

Skill level

Beginner

Expiry period

Lifetime

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